Edit Strategic Action item (Initiative)

1. About feature

This feature allows users to update the details of the strategic action item in the strategic plan.

2. Screen explanation

The “Edit Strategic Action item (Initiative)” screen contains the following elements.

a. Strategic Action Item (Initiative) Title (Required): This field requires the title of the strategic action item (Initiative).

b. Description (Required): This field requires the description of the strategic action item (Initiative).

c. Select Status (Required): This is to select the status of the strategic action item (Initiative). The status options were described during the strategic framework.

d. Start and End Date (Required): This is to set the duration of the strategic action item (Initiative). The duration of the strategic action (initiative) item is independent of the review periods of the strategic plan but it can not go beyond the overall timeframe of the strategic plan.

e. Select Measurement (Required): This is to select the measurement option that will be used to measure the progress of the strategic action item (Initiative). These measurement options were defined in the strategic framework. A hint text will also be displayed below each measurement option if added to the strategic framework.

f. Overall Target (Required): This field requires the overall target value in the selected measurement for the strategic action item (Initiative).

g. Review Period Target Estimates (Required): The section displays year cycles within the selected timeframe. For example, if the start date is “04/03/2023” and the end date is “01/01/2026” then the section would display four yearly cycles/review periods as below

By Jan 2023 - Dec 2023

By Jan 2024 - Dec 2024

By Jan 2025 - Dec 2025

By Jan 2026 - Dec 2026

Users need to enter the target estimate against each review period in such a way that each review period's target should be a whole number, and the sum of all review period targets must equal the Initiative overall measurement target.

Example -

A company aims to reduce its carbon footprint by 100% over two years by implementing eco-friendly policies, optimizing energy consumption, and adopting sustainable practices. The targets and actual progress for each year could be:

By year targets

• Year 1 - 50%

• Year 2 - 50%

• On adding each review period targets it reaches to overall measurement target i.e, 100 Percent (%) in this case.

By year progress

• Year 1 - 20%

• Year 2 - 80%

• On adding each review period progress it reaches the overall measurement target i.e, 100 Percent (%) in this case.

h. Add Labels: This is to add labels for the categorization of strategic action items (Initiative). The labels were defined in the strategic plan.

i. Hierarchy: This option at the top left of the screen displays the hierarchy of levels within the strategic plan, including Goals and Strategies, along with their corresponding content for each actionable item (initiative) screen.

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 edit a strategic action item (Initiative), click on the “Edit” button against it and update the details of the strategic action item (Initiative) like title, description, status, measurement, etc. in the form.

i. Select or unselect labels for the categorization of the strategic action item (Initiative) that was defined for the strategic plan.

j. Click on “Save Strategic Action item (Initiative)” to save the strategic action item in the strategic plan for the organization entity.

k. You can also remove the strategic action item (initiative) by selecting the “delete” option from the kebab menu of that item.

4. Expected Result

Once you have updated the strategic action item (Initiative), the changes will be visible to all relevant team members.

5. Dependencies and Restrictions

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

b. Once a strategic action item (initiative) is created, the change progress measurement option will delete the progress.

c. Once a strategic action item (initiative) is created, the change start date and end date will keep or delete the progress based on the progress tracking period.

d. Once a strategic action item (initiative) is created, the change measurement target will update the overall progress of the strategic action item and all the parent strategic plan elements.

e. The start date and end date of a strategic action item can not be beyond the strategic plan time frame

f. Strategic Action Item (initiative) is set to be completed by the system on making 100% progress.