Add/Update Metric Attribution

1. About Feature The Metric tab in VisionSync allows users to define and manage how a Strategic Action Item (Initiative) contributes to its associated metrics. These metrics serve as a foundation to quantify impact and progress. Users can assign, update, or delete metrics association with the strategic action item, as well as define contribution levels for each. However, once progress has been tracked for any period, changes to the initial metric association are restricted to maintain historical consistency.

2. Screen Explanation The “Metric” tab of the Strategic Action Item (Initiative) screen contains the following elements:

a) Auto-Selected Progress Period: When the tab is opened, the current progress period is automatically selected. b) Add/Edit Button: Located at the top right, it enables users to enter edit mode for the metrics and their contribution levels. c) Metrics: Lists all metrics associated with the Strategic Action Item at the time of its creation or later showing their contribution levels. d) Contribution Level Configuration: Allows adjusting how much each metric contributes to the overall progress during the selected progress period.

Note:

• Metric Edit Locking: If progress has been recorded for any period, the contribution level set at the starting point of the association gets locked for editing. Only contribution levels for each progress period can be changed. This will allow us to check how the influence of the strategic action item of the metric is changing over time.

• Metric Deletion Cascade: Deleting a metric removes all tracked progress across all tracking periods for that metric.

• Metric Addition Cascade: Adding a new metric along with its contribution level propagates the change to all progress periods where that metric was not previously present.

3. How to Perform This Feature/Functionality? (Adding or Updating Progress)

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 strategic plans created within your organization. d) Click on the “Build Plan” option for the respective plan. e) A new screen will open containing the strategic plan details, including assigned organization entities, review periods, and strategic framework levels (Goals, Strategy, etc.). f) Select the organization entity from the top and choose the review period of the strategic plan. By default, your assigned organization entity and the current year are selected. g) Select the strategic plan element (Goal, Strategy, etc.) associated with the strategic action items (Initiatives) for your organization entity. h) Click on the “Edit” button against the strategic action item (Initiative) and navigate to the “Metric” tab. i) Click the Add/Edit button on the top right of the Metric tab. j) In the Add/Edit screen: i. Add new metrics and define their contribution levels. ii. Edit contribution levels of existing metrics (only if no progress has been recorded). iii. Delete metrics k) Click on “Save” to apply the changes.

If progress has already been recorded in any tracking period: i. Metrics and their contribution levels are disabled for editing. ii. Users can still select other progress tracking periods and adjust contribution levels for existing metrics.

c) All metric configurations and changes (within allowed constraints) are reflected in the Metric tab per tracking period.

4. Expected Result

Once metric updates have been saved for a strategic action item (Initiative) in VisionSync:

• The Metric tab reflects the added, updated, or removed metrics.

• Contribution levels are adjusted per progress period.

• Deleted metrics no longer appear, and their associated progress data is removed.

• Newly added metrics and contribution levels are cascaded to all applicable progress tracking periods.

5. Dependency & Restrictions

a) Only users with the required permissions for their organization entity can add or edit metrics for strategic action items (Initiatives). b) Once progress has been tracked in any progress tracking period, base metrics and their contribution levels become locked for editing. c) Users can still edit contribution levels in other periods or delete/add metrics, subject to cascading or deletion of progress data.