Conscious HR · Project Pipeline · internal

Initiative Review

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Viewing as
Person
Area
Pipeline
Columns

Now

next 2 weeks

Next

2–8 weeks

Later

8+ weeks

Completed

Calendar

Bars run from start date to end date. Colour follows the horizon the initiative sits in today.

Now Next Later Private

Kanban

Same three horizons, split into swimlanes. Switch the lanes to see the board by who's carrying the work or by which part of the business it belongs to.

Swimlanes

What the letters mean

One Accountable per initiative. Responsible can be several people.

R
Responsible

Does the work. More than one person can be R on the same initiative.

A
Accountable

Owns the outcome and makes the call. Exactly one person, always.

C
Consulted

Gives input before a decision. Can include people outside the team.

I
Informed · not tracked

Everyone is informed on everything unless an initiative says otherwise, so there's no field for it.

Where the load sits

Accountable counts the whole board. Working now counts initiatives in the Now column where someone is A or R.

Assignment matrix

Names stay pinned to the top as you scroll. Highlighted rows have no Accountable named.

Review cycles

Review meeting every other Tuesday, planning meeting the next day. 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.