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Step-by-step answers for PVology, written for what you are trying to do.
Initiatives & Outcomes
- How to connect PVology Value to objectives, initiatives and outcomesOn an initiative choose Start value study (one study per initiative, created in PVology Value with the initiative's context). On an outcome choose Link proposal to name the value recommendation that realizes it. An objective's Related tab shows linked value records.
- How to create a strategic initiative and prioritize itOpen Initiatives → New initiative: name, strategy, the objectives it delivers, owner, sponsor, dates and delivery (ProjectOrbit projects, Non-project work or Both). Rate it on Prioritization; the weighted rating shows its basis beside the priority a person sets.
- How to define an outcome and record whether it was realizedOpen Outcomes → New outcome (or Add an outcome on an objective or initiative) with its level, baseline, expected result, measure, target and expected date. When it is time, open it and choose Record decision with the realization and its basis. Completing a project never realizes an outcome.
- How to link a risk to a strategic objectiveOpen the objective → Related and choose Record a risk to this objective in Governance & Assurance (New risk opens with the objective prefilled), or choose the objective on an existing risk. The objective then shows the risk and any appetite exception.
- How to link an initiative or objective to ProjectOrbit projectsOn the initiative's Delivery tab choose Create ProjectOrbit project (one project per initiative) or Link project, or Propose to portfolio for a ProjectOrbit portfolio's intake. A project can also be linked straight to an objective. Nothing is copied: the live project summary is read from ProjectOrbit.
- How to trace strategy to execution and find the gapsOpen More → Traceability (or an objective → Traceability) to follow strategy → objective → measure → initiative → project → outcome, and the governance chain. Gaps to look at lists projects without a strategy link, initiatives without measures and objectives without delivery.
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