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Based on Objectives create one or more Initiatives with this templateInitiatives help you structure your product development. These initiatives describe larger undertakings, such as releases or development iterations. Importantly, initiatives are always described from a business perspective, ensuring alignment between development efforts and business objectives. 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. |
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This template is available in the German and English language. |
The
You can also enter an Initiative Lead. The priority value will be automatically filled in later.
Do you have any other documents that are important for the Initiative? Then link them.
The next thing you can fill in is the Initiative’s goal. Describe in a few sentences what the goal of this Initiative is.
Now you can explain how the goal of this Initiative fits to the parent Objective. If you don’t have a parent Objective leave the section empty or remove it.
With the success factors 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.
overview page for initiatives is generated as soon as enbl.it is activated in a Confluence space. On this overview page, you can find all defined initiatives (2) and have the option to create new product goals (1).
Adding initiatives
You begin by defining an initiative with a summary (1), followed by an optional explanation of the current situation and background knowledge (2). This initial overview sets the foundation for understanding the goal's purpose and context.
In the next section, you'll document key metadata, including the initiative in Jira, contact persons and links to additional documents (3). As your project evolves, this section becomes a central hub where you can link all product goals that this initiative contribute to, creating a clear chain of accountability and progress.
To ensure your initiative can be effectively evaluated, you'll add the necessary success factors (4). Each success factor is structured with a concise title and precise description, made concrete and measurable through specific sub-goals. This measurement framework enables you to track progress and demonstrate success systematically.
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.
Initiatives 
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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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Example of an Initiative
To make the use of initiatives more tangible for you, we have added an example here. This will give you a practical reference point and help you understand how to effectively create and utilize your own initiatives.
