Add/Edit Progress Measurements in Strategic Framework

1. About feature

Progress measurements allow you to track and measure the progress of your strategic plan over time. Administrators can define progress measurements that will be available to users while creating their strategic action item (initiative). By default, it comes with, percent (%), Dollar ($), and Number (#) measurements.

2. Screen explanation

Once you have created a strategic framework, you can add/edit progress measurements against each strategic framework. Select the strategic framework for which you want to add/edit progress measurements and click on the "Settings" button from the dropdown menu.

The “Strategic Framework - Settings” window contains the following elements.

a. Tabs: This segregates the settings window into multiple categories like “Progress Measurements”, “Strategic Action item (Initiative) Status”, “Task Status”, “Progress Tracking” and “Strategic Action item (Initiative) User Roles”.

b. Progress Measurement Form: This form allows users to add/edit progress measurements in a strategic framework.

c. Percentage: This allows users to measure effort in percentage. This field can also be edited or removed depending on the requirement.

d. Dollar: This allows users to measure effort quantitatively in dollars. This field can also be edited or removed depending on the requirement.

e. Number: This allows users to measure effort quantitatively in numbers. This field can also be edited or removed depending on the requirement.

f. Hint Text (Optional): This field can be used to provide users with contextual guidance, such as explanations of different progress measurements and their purposes.

For example, if the progress measurement is "percentage", hint text could be included to provide clarification on how progress will be measured.

g. Add Measurement Button: This button allows users to add a new progress matrix in the strategic framework. When a user enters a new measurement, it requires a measurement name and hint text. Both fields are required to add a new progress measurement to a strategic framework.

h. Save Button: This button allows users to save the measurements in the strategic framework.

3. How to perform this feature/functionality?

a. Log in to your VisionSync account using your credentials.

b. Click on the "Framework" option from the More dropdown in the Top-Navigation Bar.

c. Select the strategic framework for which you want to add progress measurements and click on the "Settings" button from the dropdown menu.

d. On the "Strategic Frameworks - Settings" page, go to the “Progress Measurement” tab.

e. To add a new progress measurement, click on the “Add Measurement” button and enter the name and hint text for the progress measurement.

f. To edit the existing progress measurements, click on the “Edit” button against the progress measurement and make the required changes. You can also enable bulk editing mode by clicking “Edit All” and make the changes against all progress measurements in one go.

g. To remove any progress measurement, click on the “Remove” button against the progress measurement.

h. Click on the "Save" button to add the progress measurements to the strategic framework.

4. Expected Result

Once you have added/edited progress measurements to a strategic framework, you can view and update them on the "Settings'' page for that strategic framework. These progress measurement options will be available for strategic action items (initiative).

5. Dependency or Restriction

a. The strategic framework settings add/edit option will only be visible to administrators and whosoever has permission to add/edit the strategic framework.

b. Users will not be able to remove the progress measurement value if it is associated with any strategic action item (initiative) of any strategic plan.