Update Progress

1. About feature

By updating progress against a strategic action item (Initiative) in VisionSync, you can ensure that the plan stays on track toward achieving its goals.

2. Screen explanation

The “Progress” tab of the Strategic Action Item (Initiative) screen contains the following elements.

a. Cumulative Progress: This shows the overall progress of strategic action items (Initiative). The progress access different progress tracking periods.

b. Select Progress Tracking Period: Select the progress tracking period to save the progress.

c. Progress Measurement Value: This field requires the current progress value against the measurement target estimate.

d. Select Status: This is to select the progress status of the strategic action item (Initiative). These statuses were defined on the strategic framework. A hint text will also be displayed below each status option if added to the strategic framework.

e. Progress Comments: This field requires any progress-related comments.

f. Progress Overview: This section shows the overview of all progress updates that have been added for a strategic action item. It also shows when the progress was updated and by whom.

When progress tracking per review period is enabled, this section shows the progress against each review period. For example, if the target estimate of Period 1 is 10% and the progress value is 5%, then it would show the progress as 50% completed.

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 from the top and select the review period of the strategic plan. By default, your default organization entity and current year are selected.

g. Select the strategic plan element (goal, strategy, etc) against which you want to edit strategic action items (initiative) for your organization entity.

h. To update progress against a strategic action item (Initiative), click on the “Edit” button against it and go to the “Progress” tab.

i. Fill in the details like progress tracking period, measurement value, progress status, and progress comments.

j. Click on “Save Progress” to add progress against the strategic action item (Initiative).

k. Once the progress is updated, the user can view it in the progress overview section.

4. Expected Result

Once you have updated progress against the strategic action item (Initiative) in VisionSync, the changes will be visible to all relevant team members, and the updated progress will also updated in the progress overview section.

5. Dependency & Restrictions

a. Add/edit the progress for strategic action items (initiatives) is available to only the users who have permission to do it for their organization entity.

b. You cannot update the progress of the progress tracking period which has not started yet. Also, skipping any progress tracking period is also not allowed.