The Initiative Status Report

The Initiative Status Report provides you with a quick summary of where you are with all of the initiatives in your strategy execution portfolio.

You can view the Initiative Status report by selecting "Planning" on the main menu and then clicking "Status" on the selector at the top of the page.

The main body of Initiative Status Report

The main body of the report consists of a table with the following columns:

  • Theme: Your initiatives can be grouped by Theme for convenience.
  • Initiative: The name of the initiative. Click on the name of the initiative in order to open up the initiative edit screen.
  • Sponsor and Project Manager: The name of the sponsor or accountable person (underlined) and project manager or responsible person. Click on their names to open up the person edit screen.
  • Reported Status:
    • The RAG (red, amber green) reported status for the initiative.
    • The Status of the project (under consideration, proposed, accepted, started, completed, mothballed or rejected)
    • The Status Report, which is a short piece of text typically provided by the project manager or responsible person and provides an update on where the initiative is and any problems encountered or anticipated.
    • The Date of the status report. This will be highlighted in red and accompanied by a request update option (see below) if the status report is more than 1 month old.
  • The End Date indicated for the initiative.

All of the information on the Initiative Status report can be updated for each initiative on the initiative edit screen. Click on the name of the initiative in order to open the initiative edit screen.

Requesting an Initiative Status Update

Any initiative which has a status update and where the status update is more than 1 month old will also present an option to request an update. This can take one of several forms:

  1. If you yourself are the project manager / responsible person, the invitation will be to "Update". Clicking on Update will take you to the Initiative edit screen where you can add/amend the status update.
  2. If someone else is the project manager / responsible person, the invitation will be to "Request an update". Clicking this will generate an email from you to the project manager / responsible person requesting an update. You can edit the email before sending it. The default text will be to:
    1. If the project has been shared with the project manager / responsible person, asking them to click on a link to open the Initiative edit screen in to provide the update directly themselves.
    2. If the project has not been shared with the project manager / responsible person, asking them to provide an update by return email. You will then need to copy this into the system when you get it.
  3. If no one has been specified as the responsible person for an initiative, or if the record for the person specified as the responsible person does not have an email address associated with it, then the invitation will be to "Enable update requests". Clicking on enable update requests will take you to the Initiative edit screen from where you can add a responsible person and/or click on the responsible person to open the Person edit screen to add an email address from them.

Filtering the Initiative Status Report

You can filter the Initiative Status Report, choosing to show or hide initiatives whose status is Completed, Mothballed or Rejected.

Simply click on the Filter icon at the top left of the screen.

If any part of this text is not clear to you, please contact our support team for assistance.

Most popular articles:

  1. Goals, objectives, KPIs, targets, initiatives and actions
    How do you use goals, objectives, KPIs, targets and initiatives to ensure your strategy is action-oriented, gets done and delivers results?
  2. The "Strategy House"
    The "Strategy House" is a simple but effective way to summarise and communicate some key aspects of your strategy.
  3. Examples of Strategy Canvases
    The Strategy Canvas shows how an organisation can carve out a unique position in the market, free of the ravages of competition.
  4. How to use
    We hope you'll find easy to use. But if you need some help, you'll find it here.
  5. Examples of PESTEL Analyses
    Draw inspiration from examples of PESTEL Analyses for well-known organisations like Uber and Apple.

Sign up now for your FREE account at

Sign Up

Do you need a little extra help developing and executing your business strategy?

We offer a range of value add services for you to choose from.