Plan Views

1. About feature

The strategic plan details feature in VisionSync allows users to view the details of a specific strategic plan or participate in it. This feature provides users with a comprehensive overview of the plan, including its progress and individual team members working on strategic action items (initiative). Lots of elements on this screen will show up as a result of creating a strategic framework, strategic framework, settings, strategic plan, strategic plan assignment, and labels.

Users can choose from three different views when accessing the strategic plan after clicking on the "Build Plan" option. These views—Hierarchical View, Board View, and Table View—allow users to interact with the strategic plan in different ways based on their preferences and requirements. Each view provides a structured representation of the strategic framework, enabling users to navigate and manage elements efficiently.

2. Screen explanation

Users can select their preferred view—Hierarchical, Board, or Table—using the toggle in the top-right corner of the Build Plan screen.

By default, the view set as the default will be displayed when you open the Build Plan screen. However, you can switch between Hierarchical, Board, and Table views using the toggle in the top-right corner. You can also set a new default view by clicking the star icon beside each view in the toggle.

The following selections are common across all views—Hierarchical, Board, and Table—ensuring a consistent experience when accessing the Build Plan screen:

• Select Organization Entity (Required): This allows users to select the organization entity they belong to, which has been assigned to a strategic plan by the administrator. Selecting the organization entity enables users to load and view the strategic plan specific to their organization. By default, it selects the parent organization when viewing the strategic plan.

• Select Review Period (Required): This allows users to select the review period, which is generated based on the timeframe of the strategic plan and its review period frequency. By selecting different review periods, users can view both the current and historical versions of the strategic plan.

• Search: This allows users to search for keywords within several elements of the strategic plan.

• Preview: This button allows users to see a preview of the entire strategic plan, including the organization entity statements (mission, vision, values) and the content for all strategic framework levels. Users can also download the plan as a PDF for printing.

• Filter: This button allows users to perform advanced searches for different elements within the strategic plan using filters.

More details about each view are covered in the upcoming sections of this document to help you navigate and utilize each view seamlessly, ensuring you can efficiently interact with your strategic plan in the way that best suits your needs.

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. The Build Plan screen will open, displaying the strategic plan details. f. By default, the view set as your default will be displayed. To switch views, use the View Toggle in the top right corner and choose between Hierarchical View, Table View, or Board View based on your preference. g. To set a preferred default view, click on the star icon next to a view in the toggle. The selected view will now load automatically whenever you open the Build Plan screen. h. Once inside your selected view, you can interact with different elements based on the functionalities provided for that specific view. i. Additional options like Search, Filter, Rearrange, and Preview remain available across all views to help you navigate and manage your strategic plan effectively.

4. Expected Result

After following the above steps, the user should be able to select and view the strategic plan in their preferred view (Hierarchical, Table, or Board). If a new default view is set, it will automatically load the next time the Build Plan screen is opened.

5. Dependency or Restriction

a. The option to view the strategic plan will be available to whosoever has permission to view the strategic plan.

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