If an Objective is your destination and a Key Result shows the distance to go, an Initiative describes what you’ll do to get there, (take a car, row a boat, etc.). Initiatives are the projects or milestones that you need to complete in order to push progress of your Key Results.
Keep the following in mind when creating Initiatives:
Relevant. It's common to want to add all projects that your team is working on. Ask yourself, what can I do to achieve this goal? This will focus your attention and ensure you only add projects that are relevant to the goal and not those for business as usual.
Most impactful. Time and resources are limited so first brainstorm all possible initiatives you can complete in order to achieve your goal. Once you've identified all the options, categorize by effort and impact. Select the initiatives that you feel will make the biggest impact, first adding those that have high impact and low effort.
Keep them high level. Add only the key information. It's not necessary to get granular and into the nitty gritty details. Instead, larger projects or initiatives can be broken down by important stages that represent the milestones. When you update the Initiatives each week, you do so on a % scale, so you can reflect the progress of smaller iterative steps that way.
When adding Initiatives, ensure that they are:
- Within control
- Time bound
To add Initiatives:
- From the left navigation, click on your Group profile
- Click on the menu icon for the OKR you wish to add an Initiative
- Select Add Initiative
- Add the Initiative Name
- Search and select the person or people who will own this Initiative
- Click Submit
Note: You can only add Initiatives to teams you're a member of. The Initiative Owners will find this Initiative added to their profile page.