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This template is available in the German and English language.
Auszug

Based on Objectives create one or more Initiatives with this template. Add goals, success factors, risks, business opportunities and a prioritization to build a valuable Initiative. Extend this template with your UX research results and link it directly to a Jira Initiative.

Tipp

In the template for Objectives, you will find the section where all initiatives for an objective are listed. There is also a button there to create a new initiative. Clicking on this button will open the template for an initiative.

Adding initiatives

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The template starts with entering the page title and some metadata

. Give the page a meaningful title

(1). If you track Initiatives in Jira, you can also link a task in Jira here.


You can also enter an Initiative Lead

Add also a contact persona. The priority value will be automatically filled in later.


Do you have any other documents that are important for the Initiative? Then link them.

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The next thing you can fill in is the

Initiative’s

initiative’s goal (2). Describe in a few sentences what the goal of this Initiative is.

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Now you can explain how the goal of this

Initiative

initiative fits to the parent

Objective

objective (3). If you don’t have a parent

Objective

objective leave the section empty or remove it.

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With the success factors (4) you measure after completion of the Objective whether this project was successful or not. Enter one success factor per line. You can subdivide each success factor into smaller partial goals.

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An Initiative can both create and mitigate risks. But it is important to know the risks. Enter the risks (5) in this table and evaluate them. The evaluation can be done with the status macro, which you activate with /status.

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Next comes the Business Opportunities (6). Similar to the risks you need to know these. Enter the Business Opportunities in this table and evaluate them. The evaluation can be done with the status macro, which you activate with /status.

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If you have defined many

Initiatives

initiatives you’ll need to prioritize them, because you cannot work on everything at once. For this purpose, there is the prioritization macro (7) that is documented separately. You can edit the values by clicking on the macro and then on the icon with the pencil. On the right side a panel opens with the possible settings. The priority value is automatically calculated and filled at the top of the page.

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Sometimes it is the case that other services are needed to achieve the goal of the initiative or there are other dependencies (8). Enter this kind of dependencies in the table. You can indicate the type again with the status macro (enter /status).

This is where the underlying Customer Journeys are blended in (10). The Customer Journeys have their own template and are created as subpages to the associated Initiative.

Hinweis

Unfortunately, Confluence has an unrecoverable misbehavior here. In order for the button for creating a Customer Journey to be displayed, you have to click on the error message and then on the icon with the pencil. You can close the dialog again without making any changes. This is enough for the macro to be updated with the current name of the space. You can then also delete the help text directly. You have to do this only once directly after using the template.

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You need to click on the button Create new Customer Journey (9) to create a new one.

The template concludes with a simple question and answer block (11). If any content-related questions arise during filling, you have a central place here where you can deposit them. This way, others who have similar questions can share them.

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