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Service Area *
Initiative submitted by *
Initiative captures client voice? *
YesNo
Type of initiative *
Initiative Name *


words. Please limit to 10 words or less With Space.
WHY? Brief description of Purpose - what issue will this initiative solve? Or what benefit will it achieve? *


words. Please limit to 20 words or less With Space.
HOW? Initiative Description - describe how the initiative will be delivered / implemented *


words. Please limit to 200 words or less With Space.
WHAT? Describe 'Desired End State' when initiative is fully implemented and embedded in the business *


words. Please limit to 200 words or less With Space.
WHAT? Critical Success Factors that are essential to make this happen *


words. Please limit to 20 words or less With Space.
WHO? Who would be the most appropriate person to lead this initiative? *

IMPACT: Initiative must align to at least 1 guiding principle in each category.

Guiding Principles

Category 1 - select all that apply *
Improve QualityOptimise RiskEnhance Reputation



words. Please limit to 50 words or less With Space.


words. Please limit to 50 words or less With Space.


words. Please limit to 50 words or less With Space.
Category 2 - select all that apply *
Improve ProductivityIncrease RevenueReduce Cost



words. Please limit to 50 words or less With Space.


words. Please limit to 50 words or less With Space.


words. Please limit to 50 words or less With Space.
Net Contribution (+/-) $ *

Measured as Incremental Revenue less Incremental Cost, or Cost Saving, or Incremental Revenue from Productivity gain. For ongoing initiatives, calculate financial impact over 3 consecutive months of full impact.

WHEN? *

Gate 3 (G3) *

Auto-populated – 14 days from form submission date

Gate 4 (G4) *

Est. date when initiative will be fully implemented

Gate 5 (G5) *

Est. date when initiative will be fully embedded & desired impact realized

PRIORITY (low to High) *

1 = 'Low' ; 5 = 'High'