Leading a team is a continuous cycle of connection, communication, understanding, and action. In this article, we are focusing on the action part of the loop as measuring the impact of the changes you're making is incredibly important.
Initiatives is a new feature that allows you to create, track and measure the impact of your Initiatives directly in Officevibe. We've created an easy way for you to know if the changes you’ll be implementing as a team actually make a difference. Exciting, right?!
Below, we’ve provided you with a breakdown of how to use the Initiatives feature.
Note: Initiatives is currently in its beta-testing phase and only available to certain accounts, which means it's not yet perfect. We would love any feedback you're willing to share with us on how we can perfect this feature.
Creating your Initiative
You'll notice that the Initiatives feature is accessible through the main Officevibe menu. Once there, you can click on Create Initiative to get started.
First, you'll need to choose a title for your Initiative as well as choose who will be participating in it, meaning your audience. Please keep in mind that if you are a Group Manager, you will only be able to select the groups you manage as your audience. Company Managers will be able to select any specific groups or the entire company as their audience.
Note: All Group Managers and Company Managers can create their own Initiatives. However, there is currently no way to regroup all Initiatives currently being tracked.
Second, you'll be choosing which of the 10 Key Metrics of Engagement you'd like to target and improve with this Initiative. You can select up to three Metrics to work on, considering that a single change or action plan may have an effect on several aspects of your team.
The third step requires you to choose a start date for your Initiative, which means you will be able track the progress of your Initiative from day one. You also have the ability to choose an end date if you've got a specific period in mind, but this is optional.
Finally, you have a dedicated field to list the goals you are looking to achieve with your specific Initiative. It's extremely important to make sure you identify the different success factors of your Initiatives as these will ensure that you reach the objectives you've set for your team.
Voilà! You're done and you can now start tracking your newly created Initiative!
Tracking your Initiative
Once your Initiative is created, you can start tracking its progress right away! In the image below, you can see what an active Initiative looks like, in three distinct tiles.
In the first tile of your detailed Initiative page, you can review the parameters you chose when you first created the Initiative. This includes the status, the start/end date, the target group, the targeted Metrics and the goals you set. This is also where you have access to editing your Initiative by clicking on Edit Initiative (we like to keep things simple).
The next tile is where you can see how your Metric scores have varied thus far, whether they've remained stable, improved or decreased. Considering that a single Initiative can sometimes affect more than just the Metrics you've targeted, you also have the possibility of viewing the scores for all Metrics by clicking on View all scores.
For the final tile, you could say that we saved the best for last! We've integrated our powerful Custom Poll feature into Initiatives, allowing you to create and keep tabs on Custom Polls that are directly related to your Initiative.
When your Initiative is complete, you can close it by clicking on the blue Close Initiative button located in the top-right-hand corner of the screen.
That's all folks! Using Initiatives is as simple as that. Now go forth and initiate change within your team!