Add Strategic Plan Elements Based on Strategic Framework

1. About feature

This feature allows users to add various components or elements to a strategic plan such as goals, strategies, etc. Adding content for the different strategic framework levels in a strategic plan for an organization entity would start the building process of the strategic plan.

2. Screen explanation

The “Add Strategic Framework Level” form contains the following elements.

a. Add Strategic Framework Level Content: On the overall strategic plan screen, you will see the “Add” button for each strategic framework level.

• For example - Let’s say a strategic framework has two levels - goal and strategy.

  • In Hierarchy View, you will see two Add buttons - Add Goals and Add Strategy. Each button will allow the user to add the element on that level of the strategic framework for the organization entity. When you click on the Add buttons you will see a form to add the content of the strategic framework level.

  • In Board View, you will see Add button in each column in the top right. When you click on the Add buttons you will see a form to add the content of the strategic framework level.

  • In Table View, there is a common Add button in the bottom left corner of the screen. The strategic level tabs can be switched to add the content of the strategic framework level.

The strategic framework level add form has several fields as described below -

b. Strategic Framework Level Title (Required): This field requires the title of the strategic plan element (Goal, Strategy)

c. Description Field (Required): This field requires the description of the strategic plan element (Goal, Strategy)

d. Visibility (Required): This is to set the visibility of the strategic plan element (Goal, Strategy). Private means it will only be visible to you and the members with permission to view private elements in the strategic plan. Public means that all users will be able to view that element.

e. Cascade (Required): This is to enable or disable the cascade. Enabling cascade means that the strategic plan element (Goal, Strategy) will be cascaded down to all the organization entities that are part of the hierarchy below it and assigned to a particular strategic plan.

f. Back Button: This button allows the user to go back to the previous page.

g. Save & Submit Button: This button allows users to save the content for the strategic plan element.

3. How to perform this feature/functionality?

a. Log in to your VisionSync account using your credentials.

b. From the Top-Navigation Bar, select "Strategic Plan".

c. The Strategic Plan screen will open, displaying a list of all the strategic plans created within your organization.

d. Click on the “Build Plan” option against the plan.

e. A new screen will open containing the strategic plan details like assigned organization entities, review period and strategic framework levels (goals, strategy, etc.)

f. Select the organization entity for which you want to build the plan and select the review period of the strategic plan. By default, your default organization entity and current year are selected.

g. You can also see an information message in blue color on the Build Plan screen indicating the currently selected organization.

h. To add elements inside the strategic plan, click on “Add” for Strategic Framework Level (goal, strategy) and enter the name, description and set its visibility, status, and cascade.

i. Each organization entity can create and add its own strategic plan elements based on the strategic framework built by the administrator.

j. Click on “Save & Submit” to save the strategic plan element.

k. Similarly, add the content for the other levels of the strategic plan as well.

4. Expected Result

After following the above steps, the new strategic plan element will be added to the strategic plan section.

5. Dependency or Restriction

a. Only users granted specific permissions for their organization entity can add elements of the strategic plan, such as goals and strategies, pertaining exclusively to their respective organization entity.

b. The strategic framework, strategic framework settings, strategic plan, and its assignment are the must-haves to view or participate in a strategic plan.

c. If you make the content of the top strategic framework level private, all its child-level content also becomes private.

d. If you make content of any strategic framework level private, it can not be cascaded down as both are mutually exclusive conditions.

e. The private strategic plan element will not be visible to everyone except the owner and users who have permission to view it.