Hierarchical View

1. About Feature

The Hierarchical View provides a structured, tree-like representation of the strategic plan, displaying the parent-child relationship between goals, strategies, and initiatives. Users can expand or collapse different levels to navigate through the strategic framework easily. This view helps in understanding dependencies and provides a clear breakdown of the plan’s structure.

2. Screen explanation

The “Hierarchical 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 Top Level (Ex-Goal): This section displays the top level of the strategic plan based on the levels defined in the strategic framework. For example - if your strategic framework has two levels - Goal and Strategy. The top level is the goal and it will show up below the review period dropdown.

d. Strategic Framework Top Level Information Icon: When a user hovers over the icon, a tooltip or popup containing explanatory text appears, providing the user with additional information or clarification. That additional information is the hint text that was added against the top level during the creation of the Strategic framework.

e. Strategic Framework Other Level (Ex - Strategy): This section displays all other levels of the strategic plan based on the levels defined in the strategic framework. For example - if your strategic framework has two levels - Goal and Strategy. The other level is strategy and it will show up on the right side of the screen with an icon to open it further. Another example: let's say your strategic framework has three levels - Goal, Strategy, and Objective. The top level is always displayed on the left but the other two levels, strategy and objective, will show up on the right of the screen as a tree structure. You will click the drop icon in the strategy to view all the objectives of that strategy and so on.

NOTE: You will see that you can add content for the different levels of the strategic framework and it is like a tree structure. Parent top node (goal) is on the left of the screen. Parent top nodes can have multiple childrens (strategy). These children (strategy) will display on the right. Each strategy can have multiple sub-children and so on. These sub child will be visible when the user clicks the drop icon on a child level

f. Strategic Framework Other Level Information Icon: When a user hovers over the icon, a tooltip or popup containing explanatory text appears, providing the user with additional information or clarification. That additional information is the hint text that was added against this level during the creation of the Strategic framework.

g. Add Strategic Framework Level Content: This button allows users to add content in the strategic framework level against the strategic plan for the selected organization entity in the selected review period. Example - Let’s say the strategic framework has two levels - goal and strategy. Users should be seeing two buttons - “Add goal” and "Add strategy”. These buttons will allow the user to add the content at the respective strategic framework level in a strategic plan for the organization entity.

h. Add Strategic Action Item (Initiative) - This is the last level in the strategic framework and will be displayed on the strategic plan screen too. Once you open the second last level on the screen you will see a button to add initiative. For example - Let's say the strategic framework has two levels - goal and strategy. Users should see two buttons - “Add goal” and "Add strategy”. These buttons will allow the user to add the content at the respective strategic framework level in a strategic plan for the organization entity. However, when the user opens the second last level (strategy), a button to add a strategic action item (initiative) also appears.

i. Strategic Action Item Information Icon: When a user hovers over the icon, a tooltip or popup containing explanatory text appears, providing the user with additional information or clarification. That additional information is the hint text that was added against strategic action items during the creation of the Strategic framework.

j. Search: This allows users to search keywords inside several elements of the strategic plan.

k. Preview: This button allows the user to see the preview of the whole plan including the organization entity statements (mission, vision, value) and the content for all the strategic framework levels added to the strategic plan. Users can also download the PDF to print.

l. Filter: This button allows users to do advanced searches for different elements in the strategic plan using filters.

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 view 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 current selected organization.

h. To view all elements of the strategic plan, click on any strategic framework level to load the content of its child levels. Example - Let’s say the strategic framework has two levels - goal and strategy. If you click on a goal, it will load up all the child strategies of that goal. If you click on the drop icon on a strategy, it will load all the strategic action items (initiative) of the strategy.

i. To search inside the strategic plan, click on the Search icon and type the keyword in the search bar.

j. To filter the elements in the strategic plan, click on the Filter button and apply filters for advanced search.

k. To see the whole strategic plan for an organization entity on one page, click on the Preview button and then the user can download a pdf too.

4. Expected Result

After following the above steps, the user should be able to view the details of the selected strategic plan.

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.