Step 1 - Define an Initiative
Use the existing
templates to define an initiative such as launching a new product or
creating a new market entry strategy. Describe the initiative, add key
start and completion dates and even financial expectations. You can
also custom or add more questions to suit your specific needs.
Step 2 - Group the Key Elements
Group
the main activities together for your plan so that they are easily
shared and reviewed. You can relate things to a particular initiative,
list the team members and keep track of the status of any set of
activities.
Step 3 - Add the Action Items
The
key feature of the system is the action item management. For each
element you can easily create and assign specifc action items and track
their progress while the plan is being implemented. The action items
represent all of the things required to execute fully on a particular
element of the plan.
Once
your plan is being exexuted RapidInfluence provides a number of ways to
track the progress and help people along the way. You can monitor
recent activity to see what is being done and you can use the visual
aspects of the dashboard to get a quick sense of how things are faring
overall.
