Steering

What each place is for#

Goals are what the engagement is meant to achieve. A goal has a reason, one or more metrics (baseline, target, unit), someone who owns it and a horizon such as a quarter.

Initiatives are the pieces of work that move a goal. Each one says what is different at the end, belongs to a goal and a workstream, has an owner and a start and end month. They are shown as a roadmap. Tasks hang below them, so the chain reads goal, initiative, task.

Maturity rates where the client stands, topic by topic. You choose a method, and its dimensions come with it. Each dimension has a level today, a target level, what was observed and what is needed for the next level. The advisor can start a self-assessment among people at the client.

Use cases and risks#

Use cases are the places where the client could apply AI. Each has a problem, a value and a feasibility (both from 1 to 10) and a stage from idea to production. Value against feasibility gives the matrix that helps to choose which to pursue.

Risks are what could threaten a goal. A risk names the cause, the effect, a likelihood and a severity, an owner and the goal it threatens, and may carry a mitigation. The Analyst reviews the risks of the workspace regularly.

Create one#

1. Open the place and use the + of the page (on the iPhone the round +).
2. Either fill in the form, or describe it in one sentence in the field above the form and select Fill in. The agent fills in the form.
3. Check what the agent filled in. Its values are dashed until you accept them one by one (✓ accept) or all at once (Accept all).
4. Select Create. As a client you select Propose for goals, initiatives, use cases and maturity (see below).

You can also ask in the chat. Agents may propose items too. Such a proposal lands in Approvals and appears in the workspace only after a person approves it.

What is required#

Fields marked Required field must be filled in. It differs by type. Always a title; goals also need a reason, metrics, an owner and a horizon; initiatives what is different at the end, a workstream, a goal, an owner, a start and an end; use cases a problem, a goal, a value and a feasibility; risks a cause, an effect, a likelihood, a severity, an owner and a goal. When a client proposes a goal, the metrics may stay empty. The form shows what is still open. Everything else is optional and can be added later.

What the client side can do#

A person with the role Read sees only the goals here (see who sees what) and changes nothing. A client proposal waits for the advisor, who approves it (optionally after editing) or discards it. The client sees it on the page of that type under Your proposal · waiting for and the advisor's name, and can withdraw it with Withdraw. For these four types a change is a proposal too: Propose change instead of Edit.

What is a risk score?#

The score is likelihood times severity, each rated from 1 to 5, so the highest score is 25. From 15 upwards a risk counts as high and is marked on the list unless it is set to watch; from 8 as medium. The overview of the risks page shows a matrix of likelihood against severity with every risk that is not closed.

What does "Basis changed" mean?#

Items are linked: a risk to a goal, an initiative to a goal, a decision to a goal, a task to an initiative. When something important changes in one of them (a goal's metrics, horizon, owner or status, the dates or owner of an initiative, a risk's likelihood, severity or status, a use case's stage, value or feasibility, a decision's options, date or result), the open items linked to it get the mark Basis changed. It asks you to check whether the linked item still fits. When you have looked, select Checked to clear the mark. Soon after, the Analyst may check the linked items and propose adjustments in Approvals; nothing is changed until a person approves.

Remove or close one, and undo it#

Open the item's menu and pick the action for its type: Close a risk, Archive a goal or maturity model, Discontinue an initiative, Discard a use case. A message appears with Undo. The item is not deleted: with the switch beside Active (it reads Closed, Archived, Discontinued or Discarded, depending on the type) you can show it again and bring it back with Reopen. A client who only proposes for a type proposes the removal; it happens when the advisor approves, and only the advisor can bring the item back.

Common questions#