Edit Strategic Plan

1. About feature

Editing a strategic plan in VisionSync allows you to modify the details and settings of an existing strategic plan.

2. Screen explanation

The “Strategic Plan” form contains the following elements.

a. Strategic Plan Name (Required): This field allows users to modify the name of the strategic plan.

b. Select Framework (Required): This field allows users to modify the selected strategic framework for the strategic plan. It contains the list of frameworks that have been created for the organization by the administrator.

c. Strategic Plan Timeframe (Required): This field allows users to modify the start and end date fields. It specifies the timeframe of the strategic plan.

d. Description (Required): This field allows users to modify the description of the strategic plan.

e. Strategic Plan Review Period Frequency (Required): This field allows users to modify the strategic plan review period frequency. This field specifies how often the strategic plan will be reviewed. Available options are - annual, semi-annual, quarterly, and monthly. Example - Strategic plan timeframe could be 01/01/2023 to 12/31/2027 and strategic plan review period frequency could be set as annual. This will create 5 review periods from 01/01/2023 to 12/31/2027. Those periods will be -

• 01/01/2023 to 12/31/2023

• 01/01/2024 to 12/31/2024

• 01/01/2025 to 12/31/2025

• 01/01/2026 to 12/31/2026

• 01/01/2027 to 12/31/2027

This strategic plan review period frequency is required to maintain the historical data of the strategic plan. Example - For the plan above, if the data is created in the 2023 review period and updated in 2024 then 2023 data remains intact as a historical record.

f. Progress Tracking Period (Required): This field allows users to modify the progress tracking period. This field specifies how often the organization wants users to track the progress of the strategic action item within its review period. Available options are - semi-annual, quarterly, monthly, and weekly. Example - Considering the above example, if an organization sets the progress tracking period to be quarterly then it will create 4 quarters per review period for the progress tracking.

• 01/01/2023 to 12/31/2023

  • Q1 2023, Q2 2023, Q3 2023, Q4 2023

• 01/01/2024 to 12/31/2024

  • Q1 2024, Q2 2024, Q3 2024, Q4 2024

• 01/01/2025 to 12/31/2025

  • Q1 2025, Q2 2025, Q3 2025, Q4 2025

• 01/01/2026 to 12/31/2026

  • Q1 2026, Q2 2026, Q3 2026, Q4 2026

• 01/01/2027 to 12/31/2027

  • Q1 2027, Q2 2027, Q3 2027, Q4 2027

This progress tracking period is required to maintain the consistent and accurate reporting of the progress on strategic action items (initiatives) of the strategic plan.

g. Year Cycle: This field allows the user to modify the starting and ending month of the yearly cycle. This contains the start and end month fields. It specifies the starting and ending month of the organization's strategic plan yearly cycle. Example - It could be January - December or June to July. The important thing is the system validates to have at least 12 months in between the selected months.

h. Save Button: This button saves the strategic plan.

3. How to perform this feature/functionality?

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

b. From the left-side navigation bar, click on the Plan option.

c. The Strategic Plan screen will open, displaying a list of all the strategic plans created within your organization.

d. To edit any strategic plan, click on the “Edit” button from the dropdown menu of that plan.

e. Edit the name, strategic framework, description timeframe, and other details like review period frequency, progress tracking period, and year cycle in the Strategic Plan form and click “Save”.

f. The changes in the strategic plan will be saved and updated in the Strategic Plan list.

4. Expected Result

After editing the strategic plan, the changes will be saved in the system, and the strategic plan will be updated accordingly.

5. Dependency or Restriction

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

b. The strategic plan review period frequency and progress tracking periods are dependent on each other. The progress tracking period should be smaller than the strategic plan review period frequency. Example - If you picked an annual option for strategic plan review period frequency then progress tracking period options that could be selected will be - semi-annual, quarterly, monthly, and weekly. This is critical because of the reason to measure the progress within each review period.

c. If there is any progress entered for a strategic plan, then the strategic plan review period frequency and progress tracking periods can not be changed. This blocker is important for reporting and analytics consistency.