Functions and Initiative Types
Functions and Initiative Types allow organizations to categorize and filter initiatives efficiently. These features improve reporting, tracking, and analysis of change initiatives.
Published on March 25, 2025- Functions (Multi-Select) – Enables tagging initiatives with multiple relevant attributes such as impacted departments, change themes, or methodologies.
- Initiative Types (Single-Select) – Helps categorize initiatives based on their primary nature or purpose.
What are Functions?
Functions act as multi-select fields, allowing users to assign multiple relevant tags to an initiative. These can represent change categories, business areas, methodologies, or strategic goals.
Why Use Functions?
- Enhance visibility – Easily filter and track initiatives based on relevant attributes.
- Enable cross-functional analysis – Assign multiple attributes to initiatives spanning different departments or change themes.
- Improve portfolio-level insights – Categorize initiatives for better reporting on change impact and progress.
Examples of How Functions Can Be Used
Function Category | Example Functions (Tags) | Use Case |
Change Focus | Process Improvement, Policy Change, Technology Adoption | Helps track different types of organizational changes. |
Impacted Departments | Finance, HR, IT, Operations | Shows which departments are involved in or affected by the initiative. |
Change Approach | Agile, Waterfall, Hybrid | Allows filtering initiatives by project methodology. |
Strategic Goal | Cost Reduction, Digital Transformation, Customer Experience | Groups initiatives based on organizational priorities. |
📌 Example Use Case:
A Digital Transformation Project might have the following Functions assigned:
- Technology Adoption
- IT, Operations
- Agile
- Customer Experience
How to Configure Functions
- Navigate to Settings > General
- Locate the Functions section.
- Define relevant categories based on your organization's change management or project tracking needs.
- Save changes – these will now be available for tagging initiatives.
📌 Best Practice: Since Functions are multi-select, consider them as initiative tags and collaborate with your team to define a standardized approach.
What are Initiative Types?
Initiative Types serve as single-select classifications, ensuring each initiative has a primary category that reflects its main objective or nature.
Why Use Initiative Types?
- Ensure consistency – Classify initiatives in a structured and standardized way.
- Improve reporting – Easily track and compare initiatives across different categories.
- Facilitate decision-making – Align initiatives with organizational goals.
Examples of How Initiative Types Can Be Used
Initiative Type Category | Example Initiative Types | Use Case |
Change Initiative | Organizational Restructure, Process Standardization, Mergers & Acquisitions | Helps categorize different structural changes. |
Project Type | System Implementation, Policy Rollout, Training Program | Identifies project-based workstreams. |
Risk & Compliance | Regulatory Change, Governance Update, Cybersecurity Compliance | Tracks initiatives that focus on risk management and compliance. |
Culture & Engagement | Employee Engagement, DEI Initiative, Leadership Development | Helps report on cultural and behavioral change efforts. |
📌 Example Use Case:
A company-wide training program might have the Initiative Type set to:
- Training Program And the Functions (multi-select) assigned as:
- HR, Learning & Development
- Employee Engagement
- Hybrid Approach
How to Configure Initiative Types
- Go to Settings > General
- Locate the Initiative Types section.
- Define relevant initiative types based on organizational goals and reporting needs.
- Save changes – users will now be able to assign a single Initiative Type per initiative.
📌 Best Practice: Since Initiative Types are single-select, ensure the defined categories align with reporting requirements and are mutually exclusive to avoid confusion.
Using Functions & Initiative Types for Reporting & Analysis
Once configured, these classifications enhance initiative tracking by:
- Filtering initiatives by Function (multi-select tags) or Initiative Type (single-select category).
- Providing structured insights on change initiatives across different teams.
- Enabling better decision-making by aligning initiatives with business strategy.
By implementing Functions and Initiative Types, organizations can streamline change and project management efforts, ensuring clarity, consistency, and ease of reporting.
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