Initiative templates

Just like the templates for Features and Requirements, an Initiative template would be useful. The open-ended format of the Initiative is good, as well as the ability to associate goals, etc.., to them.

We end up doing a lot of repetition when we create Initiatives, in order to get the formatting and readability correct. If we could just make a template that everyone used, it would improve the workflow.

From a customer perspective, this doesn't seem like a drastic leap (since Feature and Requirement templates exist). As we're scaling up our business, we're finding we're adding more and more new people, and also doubling/trippling our workload. We're also in rapid development, so those Initiatives get churned through quickly. The templates would be a time-saver in multiple ways.


  • Guest
  • Sep 16 2015
  • Unlikely to implement
Release time frame
  • Jan 8, 2016

    Admin Response

    Feature and requirement templates were launched, not only because of the noted use cases, but also because of the amount of volume (related to the number of features and requirements which are created in the application).

    While we can see the benefit of Initiative templates, because of the relative level of volume of Initiatives created, we are unlikely to create this new feature at this time. However, as volume increases, we may consider revisiting it and therefore, will keep this idea open.

  • Attach files
  • Cathy Sherwin commented
    May 19, 2016 15:41

    Yes! My company has been in business for 100+ years but our Product Mgmt team is brand-new and Aha! allows us to start with a clean slate. We would find great value in a template for our Initiatives (and Goals as well, if possible). 

  • Mark Rosenberg commented
    May 13, 2017 01:10

    Templates for initiatives are fundamental to driving consistency and scaling in large organizations with large numbers of product managers with varied backgrounds ad experience levels. The alternative is that we attach a text file, which detracts from the value and appeal of using a modern product management tool.

  • Graeme Oldham commented
    January 17, 2019 04:48

    There is definitely a case to be made for initiative templates to assist with capturing the key pieces of information the first time. Reviews of the initiatives will be quicker with this aid to best practice. 

  • Jenny Warila commented
    March 07, 2019 20:11

    We'd like to use templates in the Initiative description (and more broadly, in any text field) because we'd like an alternative to notes field proliferation. Each team wants their one unique set of questions answered. For example, one team just asked for this information in their initiatives:

    ID Customer Problem
    Release Test Plan
    Marketing Setup
    Analytics Setup
    UI design/Content/Visual design
    Post-release monitoring

    and I'm not excited about creating a custom field for each.

  • Laura Durkheimer commented
    06 Jan 21:10

    Agreed!  After using Aha with my previous company, we could have benefited greatly from an Initiative template.  In my current role, this would also be exceedingly helpful as we look to bring standardization of process to our product management team. These templates provide a guide to ensure all the relevant information is captured in order to proceed with the next steps (i.e. epics, features, etc.).  Personally I would find the Initiative template very beneficial!