{"schema":"https://ver.cy/schemas/card/1.0.0","id":"vr.wm-act-030","code":"wm-act-030-initiative","url":"https://ver.cy/models/wm-act-030-initiative/","name":"Initiative","alternateNames":[],"kind":"world-model","status":"published","version":"0.3.0-research.1","language":"en","classifiers":{"family":"World Models","category":"Activities and processes","entryKind":"aggregate","plane":"","domain":["ACT.INI"],"industry":["Cross-industry"],"navPath":"NAV.ACT.INI","tags":["initiative","act.ini"],"facets":{}},"whatItIs":"Owns initiative identity and lineage, source-qualified classification, originating problem or opportunity evidence, case for change, mandate, sponsorship, exploratory scope and guardrails, strategy alignment, options and hypotheses, initiative-scoped stakeholder and result intent, linked-work membership and dependencies, roadmap, gates and experiments, bounded assignments and envelopes, lifecycle, formalization and responsibility-transfer history, initiative metric definitions and evaluation assertions, projections, access and retention. Party, strategy, objective, policy, project, program, portfolio, campaign, operation, activity, experiment, capability, product, service, resource, budget, contract, risk, issue, decision, metric, observation, dataset and generic audit masters remain external.","purpose":"Represent a governed course of coordinated change or exploration that can exist before, outside or across formal projects, programs, campaigns and operations while preserving the identity of every linked master.","scope":{"in":["Initiative identity, profile, originating evidence, mandate, sponsor, scope, strategy alignment, options, assumptions, stakeholders and intended results","Linked work, dependencies, roadmaps, stages, gates, experiments, roles, resource and funding references, risks, requirements, controls and exceptions","Proposal, screening, approval, incubation, activation, pause, cancellation, completion, formalization, derivation, observations, evaluation, interoperability, access, retention and agent operations"],"out":["Party, strategy, objective, policy, project, program, portfolio, campaign, operation, activity, experiment, capability, product, service, resource, budget, contract, risk, issue, decision, metric, observation, dataset or audit-log master lifecycle","Treating Initiative as a synonym for Strategy, Objective, Course of Action, Project, Program, Campaign or Operation, or reusing initiative identity after formalization","Implementing portfolio optimization, project scheduling, accounting, procurement, workforce management, experimentation platforms, analytics engines or universal legal compliance and claiming full ISO or ArchiMate conformance from public sources"],"boundaries":[{"neighbor":"Strategy / Policy / Objective / Course of Action","distinction":"The initiative records source-qualified alignment, contribution and selected option assertions; external motivation and course-of-action masters keep their own identity and authority."},{"neighbor":"Project / Program / Campaign / Operation","distinction":"An initiative may precede, span or derive formal delivery objects. Formalization creates a new master identity, mapping and responsibility handover rather than renaming the initiative."},{"neighbor":"Activity / Work Package / Experiment / Deliverable","distinction":"The initiative owns membership, coordination and learning assertions while external work objects keep their executable scope, owner, lifecycle and evidence."},{"neighbor":"Outcome / Benefit / Impact / Observation","distinction":"The initiative owns intended results logic and initiative-specific evaluation; observed results and external benefit or observation masters keep source identity and method, and activity does not establish causation."},{"neighbor":"Resource / Budget / Risk / Decision / Policy","distinction":"The initiative owns scoped assignments, envelopes and control views; authoritative transactions, capacities, risks, decisions and policies remain external."}]},"distinguishingFeatures":["Models an early or loosely bounded effort with a case for change, before or without becoming a project or programme.","Formalisation into a project or programme creates a new master with typed derivation, not a rename.","Holds options and hypotheses about value as explicit assertions to be tested.","Links work it coordinates without owning those work items."],"structure":{"bundles":[{"id":"identity-definition-intent-and-mandate","name":"Identity, definition, intent and mandate","description":"Defines the initiative root, its weakly standardized class and the authority to explore or coordinate change.","layers":[{"id":"initiative-definition-identity-and-lineage","name":"Initiative definition, identity and lineage","description":"Pins the initiative class, source profile, stable identity and revision chain.","findings":[{"id":"initiative-definition-profile-classification-and-neighbor-boundary","name":"Initiative definition, profile, classification and neighbor boundary","description":"Source-qualified initiative type, inclusion and exclusion criteria, sector profile and distinctions from objective, course of action, activity, project, program, campaign and operation.","questions":[{"text":"What identities, types, roles, scope, versions and explicit values define initiative definition, profile, classification and neighbor boundary?","id":"initiative-definition-profile-classification-and-neighbor-boundary-q01","kind":"classification"},{"text":"Which authority, source, method, evidence, event time and knowledge time support initiative definition, profile, classification and neighbor boundary?","id":"initiative-definition-profile-classification-and-neighbor-boundary-q02","kind":"provenance"},{"text":"How is initiative definition, profile, classification and neighbor boundary validated, accessed, changed, contested, corrected and retained?","id":"initiative-definition-profile-classification-and-neighbor-boundary-q03","kind":"validation"}]},{"id":"initiative-identifier-name-alias-version-source-predecessor-and-successor","name":"Initiative identifier, name, alias, version, source, predecessor and successor","description":"Authoritative identifier, governed names and aliases, profile and schema versions, source system, predecessor, successor, duplicate and split or merge assertions.","questions":[{"text":"What identities, types, roles, scope, versions and explicit values define initiative identifier, name, alias, version, source, predecessor and successor?","id":"initiative-identifier-name-alias-version-source-predecessor-and-successor-q01","kind":"identity"},{"text":"Which authority, source, method, evidence, event time and knowledge time support initiative identifier, name, alias, version, source, predecessor and successor?","id":"initiative-identifier-name-alias-version-source-predecessor-and-successor-q02","kind":"provenance"},{"text":"How is initiative identifier, name, alias, version, source, predecessor and successor validated, accessed, changed, contested, corrected and retained?","id":"initiative-identifier-name-alias-version-source-predecessor-and-successor-q03","kind":"validation"}]}]},{"id":"originating-need-mandate-sponsorship-and-scope","name":"Originating need, mandate, sponsorship and scope","description":"Records why the initiative exists, who may sponsor it and the boundary of authorized exploration.","findings":[{"id":"problem-opportunity-driver-assessment-evidence-and-case-for-change","name":"Problem, opportunity, driver, assessment, evidence and case for change","description":"Observed or asserted problem or opportunity, originating driver, baseline evidence, urgency, affected context, assessment and falsifiable case for change.","questions":[{"text":"What identities, types, roles, scope, versions and explicit values define problem, opportunity, driver, assessment, evidence and case for change?","id":"problem-opportunity-driver-assessment-evidence-and-case-for-change-q01","kind":"evidence"},{"text":"Which authority, source, method, evidence, event time and knowledge time support problem, opportunity, driver, assessment, evidence and case for change?","id":"problem-opportunity-driver-assessment-evidence-and-case-for-change-q02","kind":"provenance"},{"text":"How is problem, opportunity, driver, assessment, evidence and case for change validated, accessed, changed, contested, corrected and retained?","id":"problem-opportunity-driver-assessment-evidence-and-case-for-change-q03","kind":"validation"}]},{"id":"mandate-sponsor-owner-authority-scope-guardrail-and-jurisdiction","name":"Mandate, sponsor, owner, authority, scope, guardrail and jurisdiction","description":"Mandate source, accountable sponsor and steward, delegated exploratory authority, intended and excluded scope, guardrails, jurisdiction and effective interval.","questions":[{"text":"What identities, types, roles, scope, versions and explicit values define mandate, sponsor, owner, authority, scope, guardrail and jurisdiction?","id":"mandate-sponsor-owner-authority-scope-guardrail-and-jurisdiction-q01","kind":"authority"},{"text":"Which authority, source, method, evidence, event time and knowledge time support mandate, sponsor, owner, authority, scope, guardrail and jurisdiction?","id":"mandate-sponsor-owner-authority-scope-guardrail-and-jurisdiction-q02","kind":"provenance"},{"text":"How is mandate, sponsor, owner, authority, scope, guardrail and jurisdiction validated, accessed, changed, contested, corrected and retained?","id":"mandate-sponsor-owner-authority-scope-guardrail-and-jurisdiction-q03","kind":"validation"}]}]}]},{"id":"strategy-options-hypotheses-and-stakeholders","name":"Strategy, options, hypotheses and stakeholders","description":"Connects intent to strategy, alternatives, affected parties and testable value claims.","layers":[{"id":"strategy-objectives-options-and-assumptions","name":"Strategy, objectives, options and assumptions","description":"Represents the logic and alternatives considered before or during formalization.","findings":[{"id":"strategy-policy-goal-objective-alignment-contribution-and-priority","name":"Strategy, policy, goal, objective, alignment, contribution and priority","description":"External strategy, policy, goal and objective references, alignment or contribution hypothesis, priority, conflict and trade-off.","questions":[{"text":"What identities, types, roles, scope, versions and explicit values define strategy, policy, goal, objective, alignment, contribution and priority?","id":"strategy-policy-goal-objective-alignment-contribution-and-priority-q01","kind":"requirement"},{"text":"Which authority, source, method, evidence, event time and knowledge time support strategy, policy, goal, objective, alignment, contribution and priority?","id":"strategy-policy-goal-objective-alignment-contribution-and-priority-q02","kind":"provenance"},{"text":"How is strategy, policy, goal, objective, alignment, contribution and priority validated, accessed, changed, contested, corrected and retained?","id":"strategy-policy-goal-objective-alignment-contribution-and-priority-q03","kind":"validation"}]},{"id":"option-scenario-course-of-action-hypothesis-assumption-constraint-and-appraisal","name":"Option, scenario, course of action, hypothesis, assumption, constraint and appraisal","description":"Option set, no-change comparator, course-of-action reference, hypothesis, assumptions, constraints, appraisal criteria, uncertainty and selection state.","questions":[{"text":"What identities, types, roles, scope, versions and explicit values define option, scenario, course of action, hypothesis, assumption, constraint and appraisal?","id":"option-scenario-course-of-action-hypothesis-assumption-constraint-and-appraisal-q01","kind":"decision"},{"text":"Which authority, source, method, evidence, event time and knowledge time support option, scenario, course of action, hypothesis, assumption, constraint and appraisal?","id":"option-scenario-course-of-action-hypothesis-assumption-constraint-and-appraisal-q02","kind":"provenance"},{"text":"How is option, scenario, course of action, hypothesis, assumption, constraint and appraisal validated, accessed, changed, contested, corrected and retained?","id":"option-scenario-course-of-action-hypothesis-assumption-constraint-and-appraisal-q03","kind":"validation"}]}]},{"id":"stakeholders-value-and-results-intent","name":"Stakeholders, value and results intent","description":"Defines who is affected and what change is intended without claiming realization.","findings":[{"id":"stakeholder-beneficiary-affected-party-need-influence-concern-and-engagement","name":"Stakeholder, beneficiary, affected party, need, influence, concern and engagement","description":"External actor or group reference, role, need, influence, concern, expected effect, engagement intent, consent or other authority and safeguard.","questions":[{"text":"What identities, types, roles, scope, versions and explicit values define stakeholder, beneficiary, affected party, need, influence, concern and engagement?","id":"stakeholder-beneficiary-affected-party-need-influence-concern-and-engagement-q01","kind":"ownership"},{"text":"Which authority, source, method, evidence, event time and knowledge time support stakeholder, beneficiary, affected party, need, influence, concern and engagement?","id":"stakeholder-beneficiary-affected-party-need-influence-concern-and-engagement-q02","kind":"provenance"},{"text":"How is stakeholder, beneficiary, affected party, need, influence, concern and engagement validated, accessed, changed, contested, corrected and retained?","id":"stakeholder-beneficiary-affected-party-need-influence-concern-and-engagement-q03","kind":"validation"}]},{"id":"output-capability-outcome-benefit-disbenefit-impact-value-and-causal-link","name":"Output, capability, outcome, benefit, disbenefit, impact, value and causal link","description":"Typed intended-result nodes and causal links, value recipient, positive or negative direction, assumptions, dependencies, evidence and attribution limit.","questions":[{"text":"What identities, types, roles, scope, versions and explicit values define output, capability, outcome, benefit, disbenefit, impact, value and causal link?","id":"output-capability-outcome-benefit-disbenefit-impact-value-and-causal-link-q01","kind":"relationship"},{"text":"Which authority, source, method, evidence, event time and knowledge time support output, capability, outcome, benefit, disbenefit, impact, value and causal link?","id":"output-capability-outcome-benefit-disbenefit-impact-value-and-causal-link-q02","kind":"provenance"},{"text":"How is output, capability, outcome, benefit, disbenefit, impact, value and causal link validated, accessed, changed, contested, corrected and retained?","id":"output-capability-outcome-benefit-disbenefit-impact-value-and-causal-link-q03","kind":"validation"}]}]}]},{"id":"composition-roadmap-experiments-and-coordination","name":"Composition, roadmap, experiments and coordination","description":"Groups initiative-scoped work while preserving every external work object's master identity.","layers":[{"id":"linked-work-membership-and-dependency","name":"Linked work, membership and dependency","description":"Records work relationships and interfaces without silently creating a formal project.","findings":[{"id":"work-object-identity-type-membership-basis-role-status-and-validity","name":"Work object identity, type, membership, basis, role, status and validity","description":"External work object ID and type, membership or association, inclusion basis, initiative role, source state, effective interval, owner and source authority.","questions":[{"text":"What identities, types, roles, scope, versions and explicit values define work object identity, type, membership, basis, role, status and validity?","id":"work-object-identity-type-membership-basis-role-status-and-validity-q01","kind":"composition"},{"text":"Which authority, source, method, evidence, event time and knowledge time support work object identity, type, membership, basis, role, status and validity?","id":"work-object-identity-type-membership-basis-role-status-and-validity-q02","kind":"provenance"},{"text":"How is work object identity, type, membership, basis, role, status and validity validated, accessed, changed, contested, corrected and retained?","id":"work-object-identity-type-membership-basis-role-status-and-validity-q03","kind":"validation"}]},{"id":"dependency-interface-sequence-shared-change-conflict-and-external-relation","name":"Dependency, interface, sequence, shared change, conflict and external relation","description":"Typed dependencies, interfaces, sequence, shared capabilities or change, conflicts, assumptions, external relationships and coordination owner.","questions":[{"text":"What identities, types, roles, scope, versions and explicit values define dependency, interface, sequence, shared change, conflict and external relation?","id":"dependency-interface-sequence-shared-change-conflict-and-external-relation-q01","kind":"relationship"},{"text":"Which authority, source, method, evidence, event time and knowledge time support dependency, interface, sequence, shared change, conflict and external relation?","id":"dependency-interface-sequence-shared-change-conflict-and-external-relation-q02","kind":"provenance"},{"text":"How is dependency, interface, sequence, shared change, conflict and external relation validated, accessed, changed, contested, corrected and retained?","id":"dependency-interface-sequence-shared-change-conflict-and-external-relation-q03","kind":"validation"}]}]},{"id":"roadmap-gates-options-tests-and-learning","name":"Roadmap, gates, options, tests and learning","description":"Plans progressive evidence acquisition and controlled transition decisions.","findings":[{"id":"roadmap-stage-workstream-milestone-decision-gate-window-and-review-point","name":"Roadmap, stage, workstream, milestone, decision gate, window and review point","description":"Versioned high-level roadmap, stage, workstream, milestone, dependency, planned and actual window, gate criteria and review cadence.","questions":[{"text":"What identities, types, roles, scope, versions and explicit values define roadmap, stage, workstream, milestone, decision gate, window and review point?","id":"roadmap-stage-workstream-milestone-decision-gate-window-and-review-point-q01","kind":"temporal"},{"text":"Which authority, source, method, evidence, event time and knowledge time support roadmap, stage, workstream, milestone, decision gate, window and review point?","id":"roadmap-stage-workstream-milestone-decision-gate-window-and-review-point-q02","kind":"provenance"},{"text":"How is roadmap, stage, workstream, milestone, decision gate, window and review point validated, accessed, changed, contested, corrected and retained?","id":"roadmap-stage-workstream-milestone-decision-gate-window-and-review-point-q03","kind":"validation"}]},{"id":"experiment-prototype-pilot-option-test-learning-question-evidence-and-pivot","name":"Experiment, prototype, pilot, option test, learning question, evidence and pivot","description":"Test identity and method, hypothesis, variant, population or context, evidence threshold, observation, learning result, decision and pivot or stop consequence.","questions":[{"text":"What identities, types, roles, scope, versions and explicit values define experiment, prototype, pilot, option test, learning question, evidence and pivot?","id":"experiment-prototype-pilot-option-test-learning-question-evidence-and-pivot-q01","kind":"decision"},{"text":"Which authority, source, method, evidence, event time and knowledge time support experiment, prototype, pilot, option test, learning question, evidence and pivot?","id":"experiment-prototype-pilot-option-test-learning-question-evidence-and-pivot-q02","kind":"provenance"},{"text":"How is experiment, prototype, pilot, option test, learning question, evidence and pivot validated, accessed, changed, contested, corrected and retained?","id":"experiment-prototype-pilot-option-test-learning-question-evidence-and-pivot-q03","kind":"validation"}]}]}]},{"id":"governance-resources-risks-and-controls","name":"Governance, resources, risks and controls","description":"Makes decision authority and bounded commitments explicit during uncertain change.","layers":[{"id":"roles-decisions-resources-and-funding","name":"Roles, decisions, resources and funding","description":"Defines accountability and references the capacity made available to the initiative.","findings":[{"id":"role-assignment-responsibility-delegation-decision-right-and-segregation","name":"Role assignment, responsibility, delegation, decision right and segregation","description":"External actor, initiative role, accountable, responsible, consulted or informed assignment, delegated authority, reserved decision and segregation rule.","questions":[{"text":"What identities, types, roles, scope, versions and explicit values define role assignment, responsibility, delegation, decision right and segregation?","id":"role-assignment-responsibility-delegation-decision-right-and-segregation-q01","kind":"authority"},{"text":"Which authority, source, method, evidence, event time and knowledge time support role assignment, responsibility, delegation, decision right and segregation?","id":"role-assignment-responsibility-delegation-decision-right-and-segregation-q02","kind":"provenance"},{"text":"How is role assignment, responsibility, delegation, decision right and segregation validated, accessed, changed, contested, corrected and retained?","id":"role-assignment-responsibility-delegation-decision-right-and-segregation-q03","kind":"validation"}]},{"id":"resource-capability-capacity-budget-funding-cost-commitment-and-envelope-reference","name":"Resource, capability, capacity, budget, funding, cost, commitment and envelope reference","description":"External resource, capability, budget, fund, contract and commitment references, approved envelope, demand, allocation, forecast, actual, currency and valuation basis.","questions":[{"text":"What identities, types, roles, scope, versions and explicit values define resource, capability, capacity, budget, funding, cost, commitment and envelope reference?","id":"resource-capability-capacity-budget-funding-cost-commitment-and-envelope-reference-q01","kind":"measurement"},{"text":"Which authority, source, method, evidence, event time and knowledge time support resource, capability, capacity, budget, funding, cost, commitment and envelope reference?","id":"resource-capability-capacity-budget-funding-cost-commitment-and-envelope-reference-q02","kind":"provenance"},{"text":"How is resource, capability, capacity, budget, funding, cost, commitment and envelope reference validated, accessed, changed, contested, corrected and retained?","id":"resource-capability-capacity-budget-funding-cost-commitment-and-envelope-reference-q03","kind":"validation"}]}]},{"id":"risk-requirement-compliance-and-change-control","name":"Risk, requirement, compliance and change control","description":"Records uncertainties and controls proportionate to the initiative's profile and authority.","findings":[{"id":"risk-opportunity-issue-dependency-likelihood-impact-response-and-residual-state","name":"Risk, opportunity, issue, dependency, likelihood, impact, response and residual state","description":"External risk or issue reference, cause, consequence, likelihood, impact, owner, response, residual exposure, trigger and escalation.","questions":[{"text":"What identities, types, roles, scope, versions and explicit values define risk, opportunity, issue, dependency, likelihood, impact, response and residual state?","id":"risk-opportunity-issue-dependency-likelihood-impact-response-and-residual-state-q01","kind":"relationship"},{"text":"Which authority, source, method, evidence, event time and knowledge time support risk, opportunity, issue, dependency, likelihood, impact, response and residual state?","id":"risk-opportunity-issue-dependency-likelihood-impact-response-and-residual-state-q02","kind":"provenance"},{"text":"How is risk, opportunity, issue, dependency, likelihood, impact, response and residual state validated, accessed, changed, contested, corrected and retained?","id":"risk-opportunity-issue-dependency-likelihood-impact-response-and-residual-state-q03","kind":"validation"}]},{"id":"requirement-constraint-policy-compliance-safety-privacy-control-and-exception","name":"Requirement, constraint, policy, compliance, safety, privacy, control and exception","description":"External requirement or policy reference, applicability, jurisdiction, control, evidence, control owner, exception, expiry and residual concern.","questions":[{"text":"What identities, types, roles, scope, versions and explicit values define requirement, constraint, policy, compliance, safety, privacy, control and exception?","id":"requirement-constraint-policy-compliance-safety-privacy-control-and-exception-q01","kind":"constraint"},{"text":"Which authority, source, method, evidence, event time and knowledge time support requirement, constraint, policy, compliance, safety, privacy, control and exception?","id":"requirement-constraint-policy-compliance-safety-privacy-control-and-exception-q02","kind":"provenance"},{"text":"How is requirement, constraint, policy, compliance, safety, privacy, control and exception validated, accessed, changed, contested, corrected and retained?","id":"requirement-constraint-policy-compliance-safety-privacy-control-and-exception-q03","kind":"validation"}]}]}]},{"id":"lifecycle-formalization-performance-and-learning","name":"Lifecycle, formalization, performance and learning","description":"Preserves the initiative from proposal through formal delivery or closure and separates evidence from conclusions.","layers":[{"id":"lifecycle-transition-and-formalization-history","name":"Lifecycle transition and formalization history","description":"Records authorized state transitions and transfers into neighboring delivery models.","findings":[{"id":"propose-screen-sponsor-assess-approve-incubate-activate-pause-cancel-complete-and-supersede","name":"Propose, screen, sponsor, assess, approve, incubate, activate, pause, cancel, complete and supersede","description":"Typed lifecycle event, prior and next state, actor, authority, rationale, scope, event and knowledge time, evidence and reversibility.","questions":[{"text":"What identities, types, roles, scope, versions and explicit values define propose, screen, sponsor, assess, approve, incubate, activate, pause, cancel, complete and supersede?","id":"propose-screen-sponsor-assess-approve-incubate-activate-pause-cancel-complete-and-supersede-q01","kind":"lifecycle"},{"text":"Which authority, source, method, evidence, event time and knowledge time support propose, screen, sponsor, assess, approve, incubate, activate, pause, cancel, complete and supersede?","id":"propose-screen-sponsor-assess-approve-incubate-activate-pause-cancel-complete-and-supersede-q02","kind":"provenance"},{"text":"How is propose, screen, sponsor, assess, approve, incubate, activate, pause, cancel, complete and supersede validated, accessed, changed, contested, corrected and retained?","id":"propose-screen-sponsor-assess-approve-incubate-activate-pause-cancel-complete-and-supersede-q03","kind":"validation"}]},{"id":"formalize-derive-transfer-absorb-split-merge-successor-and-responsibility-handover","name":"Formalize, derive, transfer, absorb, split, merge, successor and responsibility handover","description":"Typed derivation to or from a Project, Program, Campaign, Operation or successor Initiative, mapping, responsibility transfer, effective time and unresolved obligations.","questions":[{"text":"What identities, types, roles, scope, versions and explicit values define formalize, derive, transfer, absorb, split, merge, successor and responsibility handover?","id":"formalize-derive-transfer-absorb-split-merge-successor-and-responsibility-handover-q01","kind":"lifecycle"},{"text":"Which authority, source, method, evidence, event time and knowledge time support formalize, derive, transfer, absorb, split, merge, successor and responsibility handover?","id":"formalize-derive-transfer-absorb-split-merge-successor-and-responsibility-handover-q02","kind":"provenance"},{"text":"How is formalize, derive, transfer, absorb, split, merge, successor and responsibility handover validated, accessed, changed, contested, corrected and retained?","id":"formalize-derive-transfer-absorb-split-merge-successor-and-responsibility-handover-q03","kind":"validation"}]}]},{"id":"measurement-observation-evaluation-and-learning","name":"Measurement, observation, evaluation and learning","description":"Defines how evidence is collected and how bounded conclusions influence the initiative.","findings":[{"id":"metric-indicator-definition-formula-unit-baseline-target-window-and-data-source","name":"Metric, indicator, definition, formula, unit, baseline, target, window and data source","description":"Metric ID and version, result level, formula, unit, numerator and denominator, baseline, target, period, segment, data source, owner and quality rule.","questions":[{"text":"What identities, types, roles, scope, versions and explicit values define metric, indicator, definition, formula, unit, baseline, target, window and data source?","id":"metric-indicator-definition-formula-unit-baseline-target-window-and-data-source-q01","kind":"classification"},{"text":"Which authority, source, method, evidence, event time and knowledge time support metric, indicator, definition, formula, unit, baseline, target, window and data source?","id":"metric-indicator-definition-formula-unit-baseline-target-window-and-data-source-q02","kind":"provenance"},{"text":"How is metric, indicator, definition, formula, unit, baseline, target, window and data source validated, accessed, changed, contested, corrected and retained?","id":"metric-indicator-definition-formula-unit-baseline-target-window-and-data-source-q03","kind":"validation"}]},{"id":"observation-progress-health-variance-evaluation-finding-decision-lesson-and-recommendation","name":"Observation, progress, health, variance, evaluation, finding, decision, lesson and recommendation","description":"Source-qualified observation, period, value, uncertainty, progress or health method, variance, evaluation question and method, finding, decision, lesson and applicability.","questions":[{"text":"What identities, types, roles, scope, versions and explicit values define observation, progress, health, variance, evaluation, finding, decision, lesson and recommendation?","id":"observation-progress-health-variance-evaluation-finding-decision-lesson-and-recommendation-q01","kind":"evidence"},{"text":"Which authority, source, method, evidence, event time and knowledge time support observation, progress, health, variance, evaluation, finding, decision, lesson and recommendation?","id":"observation-progress-health-variance-evaluation-finding-decision-lesson-and-recommendation-q02","kind":"provenance"},{"text":"How is observation, progress, health, variance, evaluation, finding, decision, lesson and recommendation validated, accessed, changed, contested, corrected and retained?","id":"observation-progress-health-variance-evaluation-finding-decision-lesson-and-recommendation-q03","kind":"validation"}]}]}]},{"id":"provenance-interoperability-access-retention-and-agent-operation","name":"Provenance, interoperability, access, retention and agent operation","description":"Supports attributable exchange and safe information lifecycle management.","layers":[{"id":"source-provenance-and-interoperability","name":"Source, provenance and interoperability","description":"Keeps source authority and semantic loss visible across initiative projections.","findings":[{"id":"source-assertion-evidence-agent-activity-derivation-revision-confidence-and-contradiction","name":"Source assertion, evidence, agent, activity, derivation, revision, confidence and contradiction","description":"Assertion identity, source, responsible agent, generating activity, evidence, derivation, revision, confidence, uncertainty and supporting or contradicting claims.","questions":[{"text":"What identities, types, roles, scope, versions and explicit values define source assertion, evidence, agent, activity, derivation, revision, confidence and contradiction?","id":"source-assertion-evidence-agent-activity-derivation-revision-confidence-and-contradiction-q01","kind":"provenance"},{"text":"Which authority, source, method, evidence, event time and knowledge time support source assertion, evidence, agent, activity, derivation, revision, confidence and contradiction?","id":"source-assertion-evidence-agent-activity-derivation-revision-confidence-and-contradiction-q02","kind":"provenance"},{"text":"How is source assertion, evidence, agent, activity, derivation, revision, confidence and contradiction validated, accessed, changed, contested, corrected and retained?","id":"source-assertion-evidence-agent-activity-derivation-revision-confidence-and-contradiction-q03","kind":"validation"}]},{"id":"archimate-iati-activitystreams-prov-project-and-results-crosswalk","name":"ArchiMate, IATI, ActivityStreams, PROV, project and results crosswalk","description":"Pinned source and target versions, identity, activity, lifecycle, relation and result mappings, profile guards, omissions, semantic conflicts and round-trip classification.","questions":[{"text":"What identities, types, roles, scope, versions and explicit values define archimate, iati, activitystreams, prov, project and results crosswalk?","id":"archimate-iati-activitystreams-prov-project-and-results-crosswalk-q01","kind":"interoperability"},{"text":"Which authority, source, method, evidence, event time and knowledge time support archimate, iati, activitystreams, prov, project and results crosswalk?","id":"archimate-iati-activitystreams-prov-project-and-results-crosswalk-q02","kind":"provenance"},{"text":"How is archimate, iati, activitystreams, prov, project and results crosswalk validated, accessed, changed, contested, corrected and retained?","id":"archimate-iati-activitystreams-prov-project-and-results-crosswalk-q03","kind":"validation"}]}]},{"id":"access-privacy-retention-and-safe-automation","name":"Access, privacy, retention and safe automation","description":"Controls views, correction and disposition for people and agents.","findings":[{"id":"role-view-purpose-access-disclosure-redaction-exception-and-audit","name":"Role view, purpose, access, disclosure, redaction, exception and audit","description":"Purpose-bound role views at allowed scopes, governed field redaction through projection, disclosure rule, exception authority, expiry and tamper-evident access log.","questions":[{"text":"What identities, types, roles, scope, versions and explicit values define role view, purpose, access, disclosure, redaction, exception and audit?","id":"role-view-purpose-access-disclosure-redaction-exception-and-audit-q01","kind":"access"},{"text":"Which authority, source, method, evidence, event time and knowledge time support role view, purpose, access, disclosure, redaction, exception and audit?","id":"role-view-purpose-access-disclosure-redaction-exception-and-audit-q02","kind":"provenance"},{"text":"How is role view, purpose, access, disclosure, redaction, exception and audit validated, accessed, changed, contested, corrected and retained?","id":"role-view-purpose-access-disclosure-redaction-exception-and-audit-q03","kind":"validation"}]},{"id":"retention-trigger-legal-hold-disposition-tombstone-agent-authority-idempotency-and-post-check","name":"Retention trigger, legal hold, disposition, tombstone, agent authority, idempotency and post-check","description":"Retention class and trigger, legal or policy hold, deletion eligibility, minimum tombstone, delegated agent scope, precondition, dry run, idempotency key, expected revision and post-check.","questions":[{"text":"What identities, types, roles, scope, versions and explicit values define retention trigger, legal hold, disposition, tombstone, agent authority, idempotency and post-check?","id":"retention-trigger-legal-hold-disposition-tombstone-agent-authority-idempotency-and-post-check-q01","kind":"retention"},{"text":"Which authority, source, method, evidence, event time and knowledge time support retention trigger, legal hold, disposition, tombstone, agent authority, idempotency and post-check?","id":"retention-trigger-legal-hold-disposition-tombstone-agent-authority-idempotency-and-post-check-q02","kind":"provenance"},{"text":"How is retention trigger, legal hold, disposition, tombstone, agent authority, idempotency and post-check validated, accessed, changed, contested, corrected and retained?","id":"retention-trigger-legal-hold-disposition-tombstone-agent-authority-idempotency-and-post-check-q03","kind":"validation"}]}]}]}]},"agentConduct":{"may":["Draft a case for change from cited problem evidence.","Appraise options against stated criteria for review.","Link related work and report dependencies.","Track gate dates and hypothesis results."],"mustNot":["Treat an initiative as an approved project with budget authority.","Present hypotheses or options as validated results.","Commit resources or budget without mandate.","Take over ownership of linked work items.","Drop stakeholder concerns from the record."],"requiresHuman":["Approving the mandate, sponsorship and guardrails.","Formalising, transferring or stopping the initiative."]},"ethics":{"considerations":["Early initiatives can affect people before formal impact assessment; stakeholder concerns should be captured early.","Experiments within initiatives that involve people need consent and oversight."],"affectedParties":["Stakeholders affected by the change","Teams contributing work","Sponsors"]},"owners":{"steward":"Dimension identity, owner, initiative governance authority, strategy, finance, risk, privacy and records stewards","roles":[{"name":"Initiative sponsor or accountable owner","responsibilities":["Own the case for change, mandate, strategic alignment, authorization and accountable closure or formalization."]},{"name":"Initiative lead or steward","responsibilities":["Maintain boundary, options, stakeholders, linked work, roadmap, evidence and change lineage."]},{"name":"Option, architecture or subject-matter steward","responsibilities":["Own appraisal criteria, assumptions, solution-neutral option evidence and domain constraints."]},{"name":"Work-object or delivery owner","responsibilities":["Own each external project, program, campaign, activity or experiment master and provide source-qualified commitments and evidence."]},{"name":"Outcome, benefit and evaluation steward","responsibilities":["Own initiative-scoped result definitions, baselines, targets, evaluation methods and attribution limits without taking ownership of external masters."]},{"name":"Finance, resource, risk and assurance stewards","responsibilities":["Control source-qualified envelopes, constraints, exposure, compliance and independent review."]},{"name":"Data, privacy and records steward","responsibilities":["Control data quality, protected views, retention, holds, disposition and auditability."]}],"masterSystems":[]},"relations":[{"target":"Strategy, Policy, Objective, Goal, Course of Action and Requirement models","type":"references","note":"Resolve external motivation and constraints while keeping initiative alignment and option assertions source-qualified."},{"target":"Project, Program, Portfolio, Campaign, Operation, Activity, Work Package and Experiment models","type":"references","note":"Resolve external work masters and formalization targets while preserving their identity, lifecycle, authority and evidence."},{"target":"Party, Role, Outcome, Benefit, Resource, Budget, Contract, Risk, Issue, Decision, Metric, Observation, Dataset, Policy and Audit models","type":"references","note":"Bind external masters to initiative-scoped plans, controls and evaluation without copying their lifecycle."},{"target":"ArchiMate 3.1 CourseOfAction, WorkPackage, Deliverable, Outcome, Capability and ImplementationEvent","type":"aligned","note":"Project strategy and implementation concepts with explicit omission and non-equivalence rules."},{"target":"IATI Activity, ActivityStreams, PROV-O and OECD results frameworks","type":"aligned","note":"Project activity reporting, lifecycle actions, provenance and result-chain evidence with declared semantic loss."},{"target":"Strategy / Policy / Objective / Course of Action","type":"neighbor","note":"The initiative records source-qualified alignment, contribution and selected option assertions; external motivation and course-of-action masters keep their own identity and authority."},{"target":"Project / Program / Campaign / Operation","type":"neighbor","note":"An initiative may precede, span or derive formal delivery objects. Formalization creates a new master identity, mapping and responsibility handover rather than renaming the initiative."},{"target":"Activity / Work Package / Experiment / Deliverable","type":"neighbor","note":"The initiative owns membership, coordination and learning assertions while external work objects keep their executable scope, owner, lifecycle and evidence."},{"target":"Outcome / Benefit / Impact / Observation","type":"neighbor","note":"The initiative owns intended results logic and initiative-specific evaluation; observed results and external benefit or observation masters keep source identity and method, and activity does not establish causation."},{"target":"Resource / Budget / Risk / Decision / Policy","type":"neighbor","note":"The initiative owns scoped assignments, envelopes and control views; authoritative transactions, capacities, risks, decisions and policies remain external."},{"target":"WM-ACT-005","type":"parent"}],"interaction":{"identity":{"applicability":"required","items":["Authoritative master-system initiative identifier qualified by source and initiative class.","Governed globally resolvable initiative IRI under a controlled namespace.","Dimension UUID when no authoritative or governed global identifier exists."]},"properties":{"applicability":"not-applicable","items":[]},"recognition":{"applicability":"optional","items":["An initiative has a name, a sponsor, a problem or opportunity statement, a mandate and a status.","It is confused with a project, programme, campaign, strategic objective or idea backlog item."]},"capabilities":{"applicability":"required","items":["Register and classify initiative: Establish source-qualified initiative identity, profile, boundary and lineage.","Record case for change and mandate: Bind evidence of need or opportunity to sponsor authority, scope and guardrails.","Develop and appraise options: Create comparable options, hypotheses and no-change evidence.","Map stakeholders, outcomes and value: Define affected parties and the intended results chain.","Link work and coordinate dependencies: Append initiative membership and dependency assertions for external work objects.","Plan roadmap, gates and experiments: Coordinate staged learning, evidence thresholds and transition reviews.","Assign governance, resources and controls: Bind delegated roles, bounded envelopes, risks and controls.","Transition initiative lifecycle: Append an authorized initiative state event without rewriting prior history.","Formalize or transfer initiative: Create a typed derivation and responsibility handover to a Project, Program, Campaign, Operation or successor Initiative.","Observe, evaluate, project, correct, retain and audit: Record source-qualified evidence or execute governed projection and information-lifecycle operations."]},"hazards":{"applicability":"required","items":["Untracked spending on initiatives that never got a mandate.","Duplicated efforts when overlapping initiatives are not linked."]},"interfaces":{"applicability":"required","items":["The Open Group ArchiMate 3.2 work package and course of action elements.","OMG Business Motivation Model (BMM)."]},"context":{"applicability":"required","items":["Public investment approval, grants, procurement, employment, privacy, safety, records, financial reporting and disclosure depend on jurisdiction and sector.","UK business-case and EU PM2 guidance inform public-sector appraisal and project formalization but do not define a universal Initiative lifecycle.","IATI describes development and humanitarian activities and is an interoperability profile rather than a universal Initiative master."]}},"sources":[{"title":"ISO 21500:2021 Project, programme and portfolio management - Context and concepts","url":"https://www.iso.org/standard/75704.html","note":"International Organization for Standardization"},{"title":"ISO 21502:2020 Project, programme and portfolio management - Guidance on project management","url":"https://www.iso.org/standard/74947.html","note":"International Organization for Standardization"},{"title":"ArchiMate Model Exchange File Format for the ArchiMate Modeling Language","url":"https://www.opengroup.org/xsd/archimate/3.1/html-model/","note":"The Open Group"},{"title":"ArchiMate Certification Program","url":"https://www.opengroup.org/certifications/archimate","note":"The Open Group"},{"title":"IATI Activity Standard: iati-activity","url":"https://reference.iatistandard.org/en/iati-standard/203/activity-standard/iati-activities/iati-activity/","note":"International Aid Transparency Initiative"},{"title":"IATI Activity Status codelist","url":"https://reference.iatistandard.org/en/iati-standard/203/codelists/activitystatus/","note":"International Aid Transparency Initiative"},{"title":"The Green Book 2026","url":"https://www.gov.uk/government/publications/the-green-book-appraisal-and-evaluation-in-central-government/the-green-book-2026","note":"HM Treasury, United Kingdom"},{"title":"Guidance on developing business cases","url":"https://www.gov.uk/government/publications/guidance-on-developing-business-cases","note":"HM Treasury, United Kingdom"},{"title":"PM2 Project Management","url":"https://pm2.europa.eu/pm2-methodologies/pm2-project-management_en","note":"European Commission"},{"title":"Activity Vocabulary","url":"https://www.w3.org/TR/activitystreams-vocabulary/","note":"World Wide Web Consortium"},{"title":"PROV-O: The PROV Ontology","url":"https://www.w3.org/TR/prov-o/","note":"World Wide Web Consortium"},{"title":"Effective Results Frameworks for Sustainable Development","url":"https://www.oecd.org/en/publications/effective-results-frameworks-for-sustainable-development_aaa4bb52-en.html","note":"Organisation for Economic Co-operation and Development"},{"title":"NIST Privacy Framework","url":"https://www.nist.gov/privacy-framework","note":"National Institute of Standards and Technology"},{"title":"Disposing of records","url":"https://www.nationalarchives.gov.uk/information-management/manage-information/policy-process/disposal/","note":"The National Archives, United Kingdom"},{"title":"Date and Time on the Internet: Timestamps","url":"https://www.rfc-editor.org/rfc/rfc3339","note":"Internet Engineering Task Force"}],"openQuestions":["Cross-sector definitional review of Initiative outside public-investment appraisal, covering private-sector transformation portfolios, R&D and product discovery, humanitarian and development programming, and defence course-of-action practice, to test whether the single root and the formalization boundary hold outside UK and EU public-sector framing.","Rewrite the templated provenance and validation question pair into finding-specific questions, since twenty-four findings currently share two boilerplate questions that cannot drive differentiated downstream research.","Benefits and impact attribution methodology beyond the OECD and Green Book framing, including contribution versus attribution analysis, counterfactual and comparator design, and the evidence thresholds that permit an initiative to assert a causal claim rather than a correlation.","Jurisdictional retention, records-schedule and privacy review beyond UK National Archives guidance and the NIST Privacy Framework, covering EU, sectoral and public-procurement regimes that bind disposition, legal hold and tombstone minimums.","Pin and test the interoperability crosswalk against an ArchiMate 3.2 specification source plus a project-management ontology, with explicit round-trip loss classification, omissions and semantic-conflict records.","Differentiate artifact forms and identity handling for tamper-evident access logs, retention tombstones and crosswalk records, which currently share one media_or_form pair and one serial identity strategy with all other assertion records.","No successful independent Claude or Grok result was available; cross-sector transformation, finance, organizational-change, benefits-attribution, regional and legal review is required before canonical promotion.","Initiative has no universal cross-sector definition. This package uses an explicit Vercy root boundary and source profiles rather than claiming terminology equivalence.","No approved relation rows were supplied; the registry Project parent link and proposed strategy, program, campaign, work, outcome, finance, risk, decision, observation, policy and audit links remain holds.","The ISO pages are catalogue abstracts, not licensed clause text, so no ISO conformance claim is made and their references only identify the neighboring standards.","The ArchiMate crosswalk is pinned to the 3.1 exchange schema because the 3.2 certification page is not a semantic specification.","Sector profiles need their own governance, funding, safety, privacy, appraisal, evidence and formalization rules."],"resources":{"spec":"/models/wm-act-030-initiative/spec.yaml","agents":"/models/wm-act-030-initiative/AGENTS.md","source":"https://github.com/ver-cy/world-models/tree/feat/mega-model-registry/research/runs/wm-act-030"},"provenance":{"origin":"world-models research","builtFrom":["models/wm-act-030-initiative/spec.yaml","ver-cy/world-models/card-supplements/wm-act-030-initiative.json"],"providers":["Codex"],"researchStatus":"reviewable-draft","generatedAt":"2026-09-06T06:09:14Z","builder":"tools/build_cards.py@1.0.0"},"completeness":{"sections":{"classifiers":"filled","whatItIs":"filled","purpose":"filled","distinguishingFeatures":"filled","structure":"filled","agentConduct":"filled","ethics":"filled","owners":"filled","relations":"filled","interaction.identity":"filled","interaction.properties":"not-applicable","interaction.recognition":"filled","interaction.capabilities":"filled","interaction.hazards":"filled","interaction.interfaces":"filled","interaction.context":"filled","sources":"filled"},"notes":{"interaction.properties":"Institutional or informational subject: no invented physical properties.","_supplement":"Sections authored in card supplement 1.0.0 by Claude (Opus 5.5) (2026-10-05, unreviewed). Written from the published specification and established practice in the field; no new sources were read. Unreviewed."},"score":1.0}}