In Pinnacle, you can create long-term goals with Initiatives. Initiatives are designed to be a group of Rocks (which consist of their own Action Items) that contribute to the larger goal. This layered structure enables you to manage and track progress at different levels—from the granular Action Item level to the broader Initiative level. By grouping Rocks together under a single Initiative, you can focus on achieving a strategic objective while monitoring the performance and timelines of each individual Rock.
Here’s how to create an Initiative.
Step 1: Open the Initiative Creation Modal
- Navigate to the Initiatives page (Rocks > Initiatives List).
- Click the “+ Initiative“ button at the top of the page.
Step 2: Enter Initiative Details
- Start Date & Due Date: Select the appropriate start and end dates from the date picker fields.
- Initiative Name: Enter a descriptive name.
- Owner: The person who will oversee the Initiative.
- Team Members: Individual users who need to view and interact with the Initiative.
- Viewers: Individual users who only need to view the Initiative but aren’t contributing members.
- Select Existing Team: Add entire Teams to the Initiative.
- Meetings: If needed, select one or more meetings from the dropdown. This will associate the Initiative with the selected meetings.
- Rocks: If there are Rocks already created that need to be associated with the Initiative, select them from the dropdown.
Step 3: Add New Rocks to the Initiative
- In the Add New Rock button, and you will see a default Rock block.
- Fill in the Rock details.
- If you wish to add additional Rocks, click the “Add New Rock“ button. A new Rock block will appear—repeat the fields as needed.
Step 4: Submit the Initiative
- Review all the entered information.
- Click the “New Initiative“ button at the bottom of the modal.
Step 5: Verify Initiative Creation
- After submission, your new Initiative will be listed on the Initiatives page.
- You can click the Initiative title to review details or and update as needed.
