Board View

1. About Feature

The Board View provides a visual, card-based layout of the strategic plan, allowing users to manage goals, strategies, and initiatives in a flexible interface. Each strategic framework level is represented as a column, with action items displayed as individual cards. This view helps users track progress, update statuses, and organize elements efficiently in a structured, interactive format.

2. Screen Explanation

The Board View screen contains the following elements:

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

b. Select Review Period (Required): This allows users to select the review period that is generated based on the timeframe of the strategic plan and its review period frequency. By selecting the different review periods in the strategic plan users can view the current version of the plan along with the historical version. c. Strategic Framework Levels as Columns: Each column represents a level in the strategic framework (e.g., Goals, Strategies, Initiatives). d. Items as Cards: Strategic Framework Level Items and Strategic Action Items appear as cards within their respective strategic framework level. e. Search: Allows users to quickly find strategic elements using keywords. f. Preview: Provides a summary of the strategic plan, including all framework levels and organization entity statements. Users can also download it as a PDF. g. Filter: Enables advanced search and filtering of strategic elements based on criteria.

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 available strategic plans. d. Click on the "Build Plan" option against the relevant plan. e. The Build Plan screen will open, defaulting to the previously set default view. f. To switch to Board View, use the View Toggle in the top-right corner and select Board View. g. In Board View, interact with the strategic plan using the available functionalities such as filtering and searching. h. To set Board View as the default, click the star icon next to the Board View option in the toggle.

4. Expected Result

After following the above steps, the user should be able to:

• View the strategic plan in Board View with action items organized as cards.

• Search, filter, and preview elements efficiently.

• Set Board View as the default display for future use.

5. Dependency or Restriction

a. Users must have the necessary permissions to view and modify the strategic plan. b. The strategic plan must have a properly configured strategic framework, including assigned organization entities and review periods.