- Step 1: Define the Initiative
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Identify the main drivers of this initiative 1 min
- Step 2: Create Your Project Based on Typical Starting Point
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1. If the task was triggered by an event in the company 2 min
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2. If the task is an ongoing project that your team is running for the company: 2 min
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3. If it is a repeatable task that occurs weekly: 1 min
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4. If the task was in response to requests from other teams or departments: 1 min
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5. If the task was given to you by leadership: 2 min
- Step 3: Set Up Big Picture Views
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Tools that can show the big picture 1 min
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Portfolio View 1 min
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Hive Analytics 1 min
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Risks and Issues Tracker 1 min
- Step 4: Invite Your Teammates
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Consider adding new team members and their permission levels 2 min
- Step 5: Connect Your Calendar & Create a Hive Note
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User Hive Notes to make the most of your meetings 1 min
- Recap & Next Steps
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What's next?
Planning & Executing Company Initiatives
Company-wide initiatives exist across companies of all types and sizes. Use this quick-start guide to get started in Hive and optimize your project flow and structure.
Do any of these issues sound familiar?
- I don't understand the macro-level initiatives my company is planning
- I don't know who is working on what tasks within a larger projects
- What's the next step after I complete this small task?
- Can I see a high-level view of what's going on in the organization?
We'll walk through how to configure Hive to address these in this course.