How to Create Initiatives

Overview

An Initiative can be used to track or manage long term goals of an organization. For example, an enterprise company is joining a MetaCX application and they are setting up their data in MetaCX. The company will already have its own long term goal they want to achieve.

Example: "Go green by 2030" can be one of its goals.

To create an Initiative they will need multiple companies, outcome and metrics to track their goals. Initiatives provide an overview (or breakdown) of how a company can achieve their goals.

Prerequisites:

The following will need to have already been created in order to create an initiative

  • Stakeholders or Companies
  • Outcomes within the Stakeholders or Company Profile 
  • Metrics
  • Snapshots

How to Create an Initiative

Step One: Select 'Value' in the VAN header to navigate to the Initiatives page in MetaCX. Then, select 'All Initiatives'

Step Two: To add your first Initiative click the ‘Add Initiative' button

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Step Three: Enter a name and a description for your Initiative. Next, you have the option to add a business Icon or business logo (You can only upload jpg, jpeg, png, or gif files under 500kb)

Note - Adding an icon is optional and not required

Then, click 'Save' to save the Initiative

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Step Four: After clicking 'Save', you will then be taken to the Initiative profile page

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