Initiatives

Initiatives are high-level efforts that help you achieve your goals. Adding initiatives to Aha! helps you weave the "thread of strategy" throughout your roadmapping process. Every release you plan will have a purpose of driving towards one or more of your initiatives. Releases, master features, and features can be directly linked to the initiative they impact. Linking the work to initiatives ensures that your team is delivering what matters.

Initiatives are often achievable within 3-12 months, but can sometimes be longer term. You can create them at any level in your hierarchy and roll them up from the workspace to company level. To use a product management example, your "Expand into China" initiative at the workspace level may take 12 months, but it is rolled up to the "Expand internationally" initiative at the product line level  — which may take multiple years to fulfill.

Note: Depending on your workspace type, this article may refer to Aha! record types differently than your team does.

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Ways to use initiatives

After you create initiatives, you can use them to:

  • Track and share initiatives with your team and key stakeholders using Aha! presentations
  • Explain the relative value and effort of each initiative by manually dragging them to the chart on the Strategy > Initiatives page.
  • Based on relative value and effort, you can rank or order them within the list, and the Initiative Rank can be exposed as an attribute in the Reporting area. You can show your progress by setting it from the Progress dropdown next to the initiative below the chart. 

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Create an initiative

Follow these steps to create a new initiative.

  1. Go to Strategy > Initiatives.
  2. Click Add initiative and then enter the initiative name and a description. 
  3. To roll it up to an initiative at the parent-line level, select a parent line from the Roll up to parent line initiative dropdown. 

    aha-initiative-roll-up-parent-line-initiative.png
  4. To link the initiative to a goal, select a goal from the Link initiative to goals dropdown.

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Set time frames for your initiatives

Time frames allow teams focusing on strategic planning to group their goals and initiatives based on the time frame associated with their strategic execution.

This is especially important for teams that kick off the year with strategic plans divided into quarterly or half-year objectives. It allows the team to plan out their year-long strategy upfront. Then they can group related goals and initiatives together in the time frames they will be delivered in for easy reporting and filtering across the application.

To keep the list of available time frames organized and current, you can merge or archive time frames. When you archive a time frame, any initiatives associated with it are hidden from the list of available initiatives. But don't worry — these records are not deleted and you can always use reports and roadmaps to examine them again.

Note: To create, merge, or archive a time frame, navigate to Settings ⚙️> Account > Configure time frames. You need to be an administrator with customization permissions to do this. 

To add a time frame to an initiative:

  1. Open the details for that initiative, either through the Detail view or by opening the initiative's detail drawer in the Chart view
  2. Click the Time frame field to open the Time frame dropdown. 
  3. Select the appropriate time frame.

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Add estimates to your initiatives

If you have enabled capacity planning in your workspace, you can add time- or point-based estimates to initiatives. You can click the Log time or Log field to adjust your estimate, and you can analyze your team's capacity to complete your initiative on the capacity report

aha-initiative-capacity-report.png

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Link an existing initiative to a goal

While initiatives can be independent entities, you can link them to goals when they drive the team to achieve that objective.

For example, your goal may be to become the #1 mobile app in your market. You can link initiatives related to enhancing your iOS and Android apps directly to that objective. You may also have a goal at a parent-line level above that. If enhancing your mobile apps will impact that goal, you can link those initiatives to the parent-line goal as well.

Follow these steps to link an existing initiative to a goal.

  1. Go to Strategy > Initiatives. (You can also link them from the Strategy > Goals page.)
  2. Click on an initiative to open the details card.
  3. Click in the Goals field on the right and then select goals that are at the same level or higher in the workspace hierarchy. 

Aha-initiatives-linked-to-goals.png

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Link an initiative to a release

You can also link initiatives to releases. By considering which initiatives (and goals) a release impacts, you can identify what does and does not matter. Clearly defined initiatives keep the team on track and enable you to tell key stakeholders why your plan is the best strategy.

  1. Select Releases > Overview.
  2. Click on a release to open the details card and then click in the Initiatives field.
  3. Select one or more releases from the dropdown.
  4. Click X to close the details card and save your changes.

Note: Linked records in Aha! do not inherit any links from each other. For example, linking an initiative to a release will not link any features associated with that release to back to the initiative. Read this article if you also want to link goals to releases or other Aha! records.

Aha-initiatives-release.png

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Link an initiative to a feature

Linking features to initiatives allows you to show the strategic importance behind why features are being prioritized.

  1. Go to Features > Board.
  2. Click on a feature to open the details card and then click in the Initiative field.
  3. When prompted, choose one of the following:
    • Select an initiative from the dropdown.
    • Select Add initiative, enter the appropriate information, and then click Create initiative.

Note: Linked records in Aha! do not inherit any links from each other. For example, linking an initiative to a feature will not link any goals associated with that initiative down to the feature. Read this article if you also want to link goals to features or other Aha! records.

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Calculate initiative dates

You can link multiple record types to initiatives, as we've just discussed: features, master features, releases, and even other initiatives that have rolled up from a workspace to a parent line. In addition to using these links to show the progress of your work as it progresses, you can calculate an initiative's Start date and End date from those linked records. 

To do this, open an initiative, then select the appropriate calculation from the dropdown underneath its dates. Your choices are: 

  • Enter manually
  • Calculate from child initiatives
  • Calculate from releases
  • Calculate from features and master features

Note: Workspace owners can set default record date settings by navigating to Settings ⚙️ > Workspace > Configure > Record dates 

If an initiative is set to calculate its dates from child records, and one of those records' dates change in a way that affects the initiative's dates (even through an integration), the initiative's dates will update automatically. If an initiative is set to calculate its dates from child records, and the initiative doesn't have any child records, its dates will remain blank.

Note: If an integration updates an initiative's Start date or End date, the calculation type will change back to Enter manually, and updates to child records' dates that you make in Aha! will not update the initiative.  

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The initiatives board

To view your initiatives in a kanban-style board, click the Workflow view  Aha-workflow-view-button.png icon located in the upper-left corner of the Strategy > Initiatives section. The workflow view offers a way to help you easily move, compare, and prioritize initiatives across your organization.

  • To move initiatives between statuses, drag an initiative card from one status column to another.
  • To set a custom rank for your initiatives, drag and drop them into the order that reflects their priority. The order you select here will be visible to everyone who can view your initiatives board, so that everyone has the same context on your strategic goals. 

Use the Customize view Aha_customize_view.png icon to configure the initiative cards or statuses that appear on the board. 

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Filter initiatives

Follow these steps to filter your initiatives to show which ones are completed, in progress, not yet started, or any other custom status that you have set up.

  1. Go to Strategy > Initiatives.
  2. Click the Change filter icon in the top-left corner and then select a filter.

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Chart and compare initiatives

You can visualize your initiatives on the chart to help you better understand which initiatives to pursue. Drag your initiatives on the chart to compare them as they relate to one another in the context of your goals or your workspace.

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Edit initiative grid labels

You can also customize the text to use terminology that fits how you want to map them. Click on the default labels and axis values on the grid to edit them. Then type in the new value or metric. 

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