Initiatives flagged for attention
As a leader you want to see who has raised their hand for help and best use your time to follow up with those initiative owners and workstream sponsors. This report shows where there are issues or where leadership attention have been requested.
TIP: Consider having a standard response time for requests for leadership attention. Some organizations commit to having a response, if not necessarily a resolution, within a week and will continue to track until the initiative is back on track.
How to use
- Pull this report weekly to review who has raised their hand for help because initiatives owners will be updating initiative status weekly
- Look at initiatives that are red for requiring leadership attention, as well as at the initiatives that are orange for some issues
- Use either pivot view or list view to see your information. Most organizations prefer to see both:
- In pivot view, look at the columns on the x-axis (workstreams) to see at a glance which workstreams are having the most issues
- 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
Pivot view
List view
Step-by-step Instructions
1. You can create this view in list view or pivot view. For purposes of this example, we start in list view and switch to pivot view at the end.
2. Click on the view settings icon 
, then group icon 
. Scroll down and select Accountability Workstream. Next, click on the color icon 
and select Weekly status.
3. Next, click on the filter icon 
and select Filter by initiative. Click on Weekly status and select only Some issues and Leadership attention.
4. You can choose to view your data in list or pivot view by clicking on the visualisation type in the upper left corner. To group the weekly status in pivot view, go to view settings and click on the sort icon 
. Select Weekly status.
