Bars run from start date to end date. Colour shows which pipeline the initiative belongs to.
Same four columns, split into swimlanes. Only Project Pipeline and Client Service work is shown here; other pipelines are listed on the Initiatives tab. Switch the lanes to see the board by who's carrying the work or by which part of the business it belongs to.
Read across every cycle on record. Numbers recompute from the pipeline; the notes underneath are a reading of what the numbers are showing.
One Accountable per initiative. Responsible can be several people.
Does the work. More than one person can be R on the same initiative.
Owns the outcome and makes the call. Exactly one person, always.
Gives input before a decision. Can include people outside the team.
Everyone is informed on everything unless an initiative says otherwise, so there's no field for it.
Accountable counts the whole board. Working now counts initiatives in the Now column where someone is A or R.
Names stay pinned to the top as you scroll. Highlighted rows have no Accountable named.
Review meeting near the last quarter moon, planning near the new moon. Notes come from each person's own record in HubSpot, so this fills in as they save. Save PDF keeps the cycle you're looking at.