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Wave Success Center by McKinsey

Create a new initiative

Watch the video

Learn how to create a new initiative - including how to enter a title, select project structures or workstreams, and build up action plans.
3:56 min video.

 

Step-by-step guide

Note:  Your application may use different names for initiatives and actions (e.g. projects and milestones).

 

1
Click the icon at the top of the gray tool bar to create a new initiative.

 

2
In the card editor, you will need to enter a title and choose an Initiative Owner. Make sure the title is less than 200 characters and not a full description of the initiative.

Note: If you cannot find the name you are looking for in the "Initiative Owner" field, it means that the individual you are looking for does not have a Wave account. You can either send a request to create a new user to your company's Wave representative or choose someone else from the program to maintain the updates for this initiative in Wave.

 

3
Depending on your program's configuration, there may be other fields that are mandatory to fill out in order to save a new initiative. These fields might include:
  • Project Structure

  • Workstream

  • Functional Team

  • Description field

  • Sponsor

  • Implementation dates

Note:  Mandatory fields that require a response will show a red border around the field. Wave will also instruct you to fill in a value if you try to save the initiative when a mandatory field is left blank. 

Note: Your program may include additional instructions for creating a new initiative in the Shared Documents widget on the main home page dashboard in Wave. 

 

4
Click the 'Save' button in the bottom right corner of the card editor.

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