Most companies have a long list of initiatives that they want to work on, but they do not have a good way of identifying which strategic initiatives are most important in reaching the overall vision and goals.
Strategic initiatives are what bridges your strategic vision to the reality of your roadmap. Through a formulaic approach, you can feel confident that your roadmap will include the most important initiatives which will enable you to reach your key business goals.
Click any of the following links to skip ahead:
- How it works
- Prioritize your key initiatives
- Compare initiative views
- Visualize your strategic roadmap
How it works
Prioritizing initiatives starts with an Aha! scorecard. Create a scorecard under Settings ⚙️ > Account > Configure scorecards. You need to be an administrator with customization permissions to create a scorecard.
Your initiative scorecard will be made up of metrics. Each metric should reflect some aspect of your strategy to ensure you can use it to objectively measure its value.
Next, add a custom scorecard field to initiatives to use your newly created scorecard, then add that custom field to a custom layout. The custom field configuration is in Settings ⚙️ > Account > Custom fields, and the custom layout configuration is in Settings ⚙️ > Account > Custom layouts.
Finally, you need to make sure that initiatives in your workspace use the initiative layout you just created. Navigate to Settings ⚙️ > Workspace > Configure. You need to be an owner in your workspace to do this.
You can add custom fields at either the workspace or parent line levels. If you add custom fields for a parent line, all of its child lines and workspaces will inherit its custom fields by default (though you can choose to customize this for each workspace or parent line). This can save you a ton of time by enabling you to create custom fields once and have them used by many workspaces.
With the scorecard added, you can score your various initiatives to capture how they measure up against your different metrics. You can then use the reports tools in Aha! to analyze the scoring information and the roadmap tools to visualize it.
Prioritize your key initiatives
You can use the Roadmaps > List view to analyze scores across each initiative to help make decisions on how to best prioritize your strategic initiatives. This allows you to have a detailed view for tradeoffs between each strategic initiative.
Compare initiative views
To help you analyze your initiatives from different views without, use the Change view type dropdown to switch between several common views while retaining any filters you have added.
Note: Filters you add yourself will transfer to a new view. Page filters — filters associated with the original view that cannot be removed — will not appear on the new view.
Your View type options are:
- Details: A list of all your initiatives, expanded to include their details.
- Chart: A grid to help you visualize and compare your initiatives to each other based on the metrics you select.
- Workflow: A kanban-style view of your initiatives, epics, features, and requirements.
- Roadmap: The strategy roadmap is one of the most useful ways to visualize the progress of your epics and features.
Visualize your strategic roadmap
After the priorities are clear, create a strategy roadmap based on initiative scores. This allows you to reflect the timing of each of the prioritized initiatives and ensures that the entire team is moving fluidly in the right direction.
You can use the view options and filter controls to select only the initiatives you wish to communicate to ensure the team is focused on what matters most.