How to Add a Stakeholder(s) or Company(s) to an Initiative

Overview

This article will show you how to add a Stakeholder or Company to an Initiative.

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

After you have created Stakeholders or Companies on the Company Grid, Please follow the below steps to add a Stakeholder (Company) or Stakeholders (Companies) to your initiative.

Step One: On your Stakeholder profile, click 'Manage Stakeholders'.

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Step Two: A list of Stakeholder(s) or Company(s) will appear in the open modal. Select the Stakeholder(s) or Company(s) you will like to add.

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Step Three: After you have selected the Stakeholder(s) or Company(s), you can click 'Next: Add Outcomes' to add outcomes or click on ‘Done’ to just add Stakeholder(s) or Company(s).

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Step Four: Add existing Outcomes by clicking the select box next to each Outcome.

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Step Five: Then, Click 'Next: Add Metrics' button to add Metric or click on ‘Done’ to add Stakeholder(s) or Company(s) and outcomes.

Select the Metrics you wish to add by clicking the select box next to each Metric

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Step Six: After you have made all of your selections, click 'Complete' to save your selections.

Step Seven: You will be taken back to the Stakeholder or Company profile page

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