There are 2 ways to create initiatives in the Honestly Account. Either you can do so from a chart in a dashboard or otherwise in the Initiatives section.
To create an initiative from a dashboard chart:
Identify key issues which have scored lower than other areas of the survey, for example this: Once you have an idea of how to go about improving this result, click on ”+ Initiative” underneath any chart apart from a heatmap: To create an initiative using AI-generated recommendations, follow these steps. You will then need to complete at least the mandatory fields (marked with an asterisk) of this new window: To create an initiative in the section itself, just click go to the Initiatives section at the top of your screen: and click on “Create new initiative” to get to the same window: To define your initiative:
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- Enter a title, describing what your plan is. Remember to keep it clear and actionable to ensure they can be implemented effectively.
- Select relevant survey questions that contribute to the issue.
- Set a due date for completion.
Initiatives moved to “Completed” can no longer be moved, edited or deleted. They serve as a record of all the initiatives you successfully implemented.