Incorporating your organization’s Value Proposition, Strategy, and Tactics likewise frames an initiative in terms of how it will help. Our approach makes it easy to do this, and for each team member to retain it.

Objectives and Key Results provide an initiative group with its directive. Stakeholders can set all Key Results, some Key Results, or leave it to group members. Participants use their existing OKR for the initiative group and highlight initiative-related Objectives and Key Results with a designated color - which minimizes workload.

Management Reports provide a standardized mechanism for team members to manage their initiative-related progress, plans, and problems. Like above, participants use their existing document for the initiative group by highlighting relevant items.

Management Reports also serve as a shared platform for all team members to efficiently coordinate their initiative-related progress, plans, and problems - and provide an opportunity for all parties to leave comments for later discussion.

Management Report comments left by team members provide a ready-made agenda for collaborative meetings to keep the project moving forward.

Stakeholder Review Presentations summarize the above information for the purpose of returning and reporting to the initiative’s stakeholders.

All the steps above are designed for maximizing the success of a cross-functional initiative. Each steps’ value is compounded by the performance of every other step in the cycle.