Add/Delete Base Metrics for Actionable Item (Initiative)

1. About Feature

The Metric tab in VisionSync enables users to define the base set of metrics associated with an actionable item (initiative). These base metrics serve as the foundation for tracking the initiative’s contribution to the overall strategic plan.

When a metric is associated here, it is automatically cascaded to every progress tracking period in the Progress tab. Contribution levels can later be updated period-wise as impact shifts over time.

This tab is strictly for adding or removing base metrics and assigning their initial contribution levels. All further per-period adjustments happen only inside the Progress tab.

(Note: The {Metric} label is dynamic and depends on what was defined in the Strategic Framework, such as Outcome, KPI, etc.)

2. Screen Explanation

The “Metric” tab inside the actionable item (initiative) modal contains the following elements:

a. Metric Selection Dropdown

A searchable dropdown that allows the user to select and add new base metrics. Once selected, the metric appears in the list below with a contribution level selector.

b. Metric Rules Accordion (Blue Box)

Displays the rules configured for metrics in the strategic plan, such as:

• Minimum and maximum number of metrics allowed

• Tier caps (for example, Foundational, Transformational, Core Driver, Core Catalyst)

The accordion expands to show a real-life example for clarity. These rules vary per organization and strategic framework.

c. List of Added Base Metrics

Each metric already associated with the actionable item appears in a card with:

• Metric name

• The number of places where the metric is associated (for example, “Associated Tactic: 1”)

• A Contribution Level dropdown (tiers defined at framework level)

• A Delete (Bin) icon to remove the metric from the actionable item

d. Save Metric Button

Saves all additions, deletions, or contribution level selections.

3. How to Perform This Feature/Functionality?

a. Navigation to the Metric Tab

1. Log in to your VisionSync account.

2. From the left navigation bar, go to Plan.

3. Click Build Plan for the strategic plan you want to work on.

4. Select the organization entity and review period from the top dropdowns.

5. Navigate through the hierarchy and locate your actionable item (initiative).

6. Click Edit to open the actionable item modal.

7. Go to the Metric tab.

b. Add Base Metrics

1. Click the Select Metric dropdown at the top of the Metric tab.

2. Search for and select the metric(s) you want to add.

3. For each newly added metric, choose the initial contribution level from the dropdown beside it.

4. These contribution levels will be cascaded to all progress tracking periods as the default value.

c. Delete Base Metrics

1. In the list of added metrics, click the Bin icon beside any metric you want to remove.

2. The metric will be removed from:  • The Metric tab  • All progress tracking periods in the Progress tab  • All associated contribution records down the line

Deleting a base metric deletes every instance of it across all progress periods.

d. Save Changes

1. After adding or deleting metrics, or changing initial contribution levels, click Save Metric.

2. Changes will immediately reflect in:  • The Metric tab  • All cascaded periods inside the Progress tab

4. Expected Result

Once changes are saved:

• New base metrics appear in the Metric tab and automatically propagate to every progress period.

• Their initial contribution levels become the default values across all periods.

• Deleted metrics are removed from the actionable item entirely, including all their period-level entries.

• All cascading behavior happens automatically, ensuring data consistency.

The actionable item is now fully configured with the appropriate base metrics before progress tracking begins.

5. Dependencies & Restrictions

a. Permission Requirements

Only users with relevant permissions for their organization entity can add or remove metrics.

b. Base Metric Locking After Progress Begins

• Once any progress has been recorded in any progress tracking period:

  • Base metrics' contribution levels become locked for further editing.

  • Contribution levels shown in the Metric tab become read-only.

  • User can only associate new metrics to the actionable item (initiative) or deleted existing base metrics.

• This ensures historical consistency of progress data.

c. Per-Period Updates Shift to the Progress Tab

• Any future adjustments to metric contribution levels must be done inside the Progress tab for each progress period.

• Contribution levels may evolve per period as the initiative’s impact shifts.

d. Cascading Behavior

• Adding a base metric cascades it to all periods.

• Deleting one removes it from all periods.

• Changing a contribution level here updates the initial value for all periods (before progress is added).