- 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.