Initiatives

All opens the list. Group it by Products (the default), Bets or Portfolios, or None. Sort by Priority score, Value, Feasibility or Updated. Filter by Status, Owner, Product, Portfolio, Type, Bet, and by value or feasibility score range. My initiatives keeps only yours.

Each row: the state icon, the title with its product and bet tags, the Score (or "Not scored"), the Size, the End date followed by the date GitHub announces when a milestone is attached (red if later, green if earlier), the owner, the Updated time.

• Click a row to select it and read it in the right panel. Double-click, click the title or press Enter to open the initiative.
• The state icon, or the s key, opens the Now / Next / Later / Done menu. The change is saved at once.
• x ticks a row. With rows ticked, a bar offers Status, Size, Attach to a bet, Score the selection and Delete the selected.
• Export downloads an Excel file of the initiatives, or an empty template to fill.

Moving an initiative to Done when it is attached to a diagnostic capability asks once: "Delivered. Does it move "…" forward?" Yes raises the diagnostic by one point on that capability.

Add an initiative, or the c key from the list, opens a single line: a title, or a sentence. A bare title is created and opened at once, with status Later, stage Idea, type Use case.

A sentence goes through a preview first, Before writing: what the sentence gave, field by field (title, status, dates, product, bet, type, size, stage, description), with the trace of each reading ("read in "…"", "matches no product"). Change what you must, then Create. ⇧ Enter forces the preview.

An end date within six months reads Now, within a year Next, beyond Later. A stage implies a status: Idea gives Later, Validated or Planned give Next, In progress gives Now, Done gives Done.

The ⌘K palette creates too: type a title, then Create the initiative "…". A sentence becomes Prepare the initiative "…" and opens the preview on the list.

At the top: the state icon, the title (click to edit, Enter saves), the stage badge, and two tabs, General and Evaluation. Three cards give the Value out of 100, the Feasibility out of 100 and the Priority score: hovering shows the calculation, clicking opens the Evaluation tab.

Four texts are edited in place (click, leave the field to save, Esc cancels): Description, The problem today, Expected result, The data it depends on. When the last three are empty, Draft from the title writes two or three sentences for each, from the title and what is known of the company. Everything can be corrected.

On the right, Properties: each change is saved at once.

Further down: the Business case and the GitHub block (each has its chapter), the tags (Initiative tags, Targeted end users, Company / department), the Votes and the Comments. The pencil opens the Edit the initiative panel with every field, the bin deletes, after confirmation. These two buttons only appear for the person who created the initiative.