Update Strategic Framework

1. About feature

Updating a Strategic Framework in VisionSync allows you to modify the information of an existing strategic framework.

2. Screen explanation

The “Edit Strategic Framework” window contains the following elements.

a. Framework Name (Required): This field requires the user to enter the name of the strategic framework.

b. Level Name (Required): This field requires the user to enter the name of the level for the strategic framework. At least one level is required for a strategic framework.

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

As an example, if the level is "goal", you could include hint text to clarify the meaning of a goal within your organization.

d. Add Levels Button: This button allows users to add more levels in the strategic framework. This button is only available if you do not have any associated strategic plan with the framework.

e. Strategic Action Item (Initiative) (Required): This is the last level in the framework, the name can be edited as per the organization. The last level is fixed in the strategic framework hierarchy because the progress tracking is done at the last level and that progress feeds the input to the levels from bottom to top.

f. Task (Required): This is a task inside the strategic action item (last level), the name can be edited according to preference. This level is basically a part of a strategic action item where you divide the strategic action item (initiative) into smaller chunks.

g. Metric (Required): Here you can customize the label used across the framework for metrics. You can rename it to suit your organization’s language - such as "Metric", "Outcome", "KPI", or any other term that fits your framework. It allows users to define and manage how a Strategic Action Item (Initiative) contributes to its associated metrics.

h. Save & Next Button: This button allows the user to save 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. The Strategic Framework List screen will appear, displaying a list of all the strategic frameworks created within your organization.

d. To edit a strategic framework, click on the “Edit” option from the dropdown menu of the selected strategic framework.

e. Edit the framework name, and level name, and add new levels as required. Users can only add new levels if there is no association with any strategic plan.

f. Edit the last level (strategic action item) name as you see fit. By default, it comes up with the name “Initiative”. The strategic action items can be divided into smaller chunks and called “Tasks”. The default name for the task can also be changed.

g. Click on the “Save & Next” button to create a new framework.

4. Expected Result

Once you have completed the steps mentioned above, the existing strategic framework will be updated with the new information.

5. Dependency or Restriction

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

b. The new levels can not be added to a strategic framework that is associated with a strategic plan.