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Wave Success Center by McKinsey

My workstream initiatives coming due

Determine if your team is ready for or meeting key deadlines by creating this visualization, which shows initiatives in your workstream that are due soon or overdue, as illustrated below. 

How to use

  • Look at initiatives that are red for late, as well as at the initiatives that are orange for due soon
  • Use either pivot view or list view to see your information. 
    • In pivot view, look at the columns on the x-axis (planning summary) to see at a glance how many initiatives are due soon or are late
    • In list view, scroll through initiatives by name to see more details
  • Double click initiatives to see details on the milestones tab and the weekly status tab 
  • Pull this report weekly to review because initiatives owners will be updating initiative status weekly
Pivot view

WS_Initiatives_Late_Due_Pivot.png

List view

WS_Initiatives_Late_Due.png

 

Step-by-step Instructions 

1. You can create this view in pivot view or list view. For purposes of this example, we start in pivot view and switch to list view at the end.

2. Click on the view settings icon View_settings_icon.png, then the grouping icon Group_icon.png  and choose Planning summary. Then, click on the color icon Color_icon.png and select Planning summary

WS Initiatives Late Due 2.gif

 

3. Next, click on the filter icon Filter_icon.png and select Filter by initiative. Click on Accountability to access workstreams and select your workstream. In this example, the workstream accountability is Juices

WS Initiatives due soon 2.gif

 

4. Click on Filter by accountability to return to the main filter attributes menu. Select Planning summary and check the boxes of the planning summary categories you would like to view, in this case Past due for L4, Past due for L3, Due soon for L4, and Due soon for L3

Change the visualization from pivot to list view to see initiatives in more detail. 

WS Initiatives Late Due 3.gif

 

One best practice is to view and update this data weekly. You will want to save your workbook view for future reference. 

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