Initiatives
Initiatives Overview
Initiatives are the actions your organisation takes to improve its data and AI capabilities. Where drivers measure your current level of maturity, initiatives represent the work you do to move those scores forward.
An initiative might be: - A governance programme to formalise data ownership policies - An architecture project to build a unified AI platform - A people initiative to upskill analysts in machine learning
Initiatives exist at the portfolio level — they are not attached to individual portfolio items. Instead, they influence drivers across the portfolio, with their cost and financial impact tracked independently.
Where to Find Initiatives
Initiatives appear as line items in the Portfolio Overview table, alongside your Data and AI portfolio items.
To show only initiatives, click the Improvement Initiatives filter button in the Show bar at the top of the portfolio. Click it again to return to the full view.
Click any initiative row to open its detail window.
Initiative Categories
Each initiative is assigned to one of three categories, matching the three driver dimensions:
| Category | What it covers |
|---|---|
| Governance | Data ownership, policies, compliance, standards |
| Architecture | Infrastructure, platforms, integration, tooling |
| People | Skills, training, roles, culture, organisation design |
The category determines which drivers the initiative can impact.
What's Inside an Initiative
The initiative detail window has four tabs:
| Tab | Purpose |
|---|---|
| Details | Name, description, category, estimated cost — all editable inline |
| Impacts | Which drivers this initiative improves, and by how much |
| Cost Impacts | Financial cost entries linked to the initiative |
| Roadmap | When the initiative is scheduled across your strategic roadmap phases |
Each tab is covered in detail in the following pages.
Initiatives and the Maturity Score
When an initiative has driver impacts recorded, those projected improvements become visible in the Scenario Analysis tool in the Intelligence Hub. This lets you model how a planned set of initiatives would shift your overall maturity score before any work has started — helping you prioritise where to invest.