Initiatives and Roadmaps in Propel Your Business #

What Are Initiatives? #

Initiatives are where the real work of the business happens. They represent major projects or priorities, broken down into actionable roadmap items that move the company closer to its goals.

• Location: Found in the left-hand navigation bar under Initiatives.
• Dashboard View:
  • Company Admins see all initiatives across the business.
  • Company Users see only those they own or that are shared with them.
• Displayed Information:
  • Initiative name
  • Owner and shared users
  • Description
  • End date (auto-populated from the final roadmap item)
  • Meeting series it is pinned to
  • Progress and last activity

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Managing Initiatives #

• Edit or Archive: Use the three-dot menu on the right-hand side.
• Add a New Initiative: Enter the name, owner, description, and confirm.
• Filter Options: By owner, who it’s shared with, active vs. archived, or date range.

💡 Best Practice: Plan initiatives from this dashboard to see the big picture across the company.

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Roadmap Items #

Roadmap items are the step-by-step details under each initiative.

• Key Elements:
  • Name and description
  • Owner and assigned user
  • Target due date
  • Status
• Tracking Progress: Completing roadmap items automatically updates initiative progress.

Example: An initiative like Annual Planning may include roadmap items such as:

• Collect financial data
• Conduct leadership planning session
• Draft annual goals

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Initiatives in Meetings #

Within a meeting agenda, Initiatives appear as the third agenda item.

• Roadmap items display in descending order by due date.
• Each item shows:
  • Name
  • Assigned user
  • Parent initiative
  • Status and due date
• Pinning Initiatives:
  • Pin initiatives to a meeting to make their roadmap items visible.
  • If meeting participants don’t have access, you’ll be prompted to share.
• Organizing Roadmaps:
  • Use target due dates to sequence work.
  • Apply filters like date ranges to focus on a month or quarter.

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Completing and Archiving #

• As roadmap items are completed, the progress bar automatically updates.
• Once all roadmap items are done, you can archive the initiative.
• Don’t forget: Update your Health Score when initiatives are completed, since they represent progress toward increasing enterprise value.

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✅ Summary:

• Initiatives = big projects.
• Roadmap items = the actionable steps.
• Track them in the dashboard or in meetings.
• Pin them, filter them, and use due dates to prioritize.
• Archiving initiatives ensures the system stays clean and progress is recorded.