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Wave Success Center by McKinsey

Create a New Initiative

Create a new initiative by following these instructions. Please note that your instance of Wave may look slightly different than the examples below depending on your configuration.

Step-by-step Instructions

1. Start by navigating to the Workspace view via the main navigation menu.

2. Click the add icon on the top left side of the Workspace tool bar, then select Add new initiative, which will open a new card. 

Add initiative.gif


3. In the new card, you will need to enter an Initiative name and select an Initiative owner on the Overview tab. Please note that depending on your permissions in Wave, you may only be able to assign yourself as the initiative owner, in which case you may receive an error message if you attempt to do otherwise.

There might also be other fields in your configuration of Wave that are mandatory to fill out in order to create the initiative. Mandatory fields are denoted by a red asterisk (*), such as the Accountability field in the below example. 

Complete all the mandatory fields and click the orange Create button at the bottom of the card. You will see a green confirmation banner appear at the top of the card when you have successfully created the initiative. 

New initiative card.gif


Read on to learn how to add impacts to your initiative

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