This template is available in the German and English language.
The template starts with entering the page title and some metadata. Give the page a meaningful title. If you track Initiatives in Jira, you can also link a task in Jira here.
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.
An Initiative can both create and mitigate risks. But it is important to know the risks. Enter the risks in this table and evaluate them. The evaluation can be done with the status macro, which you activate with /status.
Next comes the Business Opportunities. 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.
If you have defined many Initiatives you’ll need to prioritize them, because you cannot work on everything at once. For this purpose, there is the prioritization macro 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.
This is where the underlying Customer Journeys are blended in. The Customer Journeys have their own template and are created as subpages to the associated Initiative.
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.
The template concludes with a simple question and answer block. 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.
