Target & Initiative Management
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      1. Emitwise Academy
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      3. Target & Initiative Management

      Creating and tracking initiatives

      This guide covers how to create initiatives and follow their progress through different stages.

      Introduction

      Targets alone won’t lower emissions—initiatives are how you make real progress. In Emitwise, initiatives are specific projects or actions (e.g., switching to renewable energy, upgrading equipment) that help you reduce carbon. This guide covers how to create initiatives and follow their progress through different stages.

      Step-by-Step Guide

      1. Go to “Initiatives”

        • In the top navigation, select Reduce.
        • Choose Initiatives from the dropdown.

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      2. Understand the Layout

        • Bubble Chart: High-level, AI-recommended initiatives displayed by cost/effort vs. impact.
        • Kanban Board: Columns for different initiative statuses (Recommended, Investigating, Planned, Implementing, Done, etc.).

      3. Click “Add Initiative”

        • Near the top of the Kanban board, find the Add initiative button.
        • A modal appears, prompting for essential details.

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      4. Enter Basic Information

        • Initiative Name: E.g., “Upgrade Lighting to LEDs.”
        • Description: Short explanation of what the initiative entails.

      5. Specify Impact & Costs (Optional but Helpful)

        • Expected Annual Emissions Savings: e.g., “50 tCO₂e/year.”
        • Upfront Capital Expenditure: The initial cost (with currency).
        • Annual Maintenance: Yearly cost to keep the initiative running.

      6. Set Timeline & Status

        • Target Start Date and Target Implemented Date: Helps you plan deployment.
        • Status: Investigating, Planned, Implementing, Done, or Discarded.

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      7. Click “Create”

        • The initiative appears on the Kanban board in the chosen status column.

      8. Track Progress Over Time

        • Update the initiative’s status as you move from “Investigating” to “Planned,” “Implementing,” and finally “Done.”
        • If an initiative is canceled, move it to “Discarded.”

      Common Issues/Tips

      • Tip: Even if you lack complete cost or emission savings data, create the initiative with partial info. You can refine it later.
      • Pitfall: Failing to update the status can lead to confusion about which projects are ongoing or completed.

      Conclusion

      You’ve created a decarbonization initiative and placed it on your Kanban board. Revisiting the Initiatives page regularly ensures everyone stays aligned on what’s in progress and how it contributes to meeting your climate targets.