Adding Initiatives
How to create an initiative and fill in its core details.
An initiative is the primary unit of work in StartConsole. It represents a bounded piece of strategic delivery — a project, program, or workstream that has an owner, a timeline, and a measurable outcome. Everything else in the product — pillars, OKRs, squads, signals — connects to initiatives.
Creating an initiative
- 1
Click New Initiative
From the Initiatives list view, click the New Initiative button in the top-right corner. The initiative creation form opens as a side panel or modal.
- 2
Fill in the required fields
The following fields are required before you can save: Title (the name of the initiative), Owner (the person accountable — select from your team members), Status (start with Proposed for new work awaiting approval, or Active if it is already running), Start Date and End Date.
- 3
Fill in the optional fields
These fields are optional but recommended for full portfolio visibility: Pillar (strategic pillar this initiative belongs to), Theme (focus area label), OKR Link (the specific key result this initiative contributes to), Expected Value (the financial or strategic value expected on delivery, in your organization's currency), Allocated Budget (the approved spend for this initiative).
- 4
Save the initiative
Click Save. The initiative appears immediately in the Initiatives list and the portfolio view.