Corporate Planning

1. The corporate planning page lets you create a plan from scratch, or choose one that already exists from a drop-down menu
2. Create a new plan by clicking on ‘Create a New Corporate Plan’ at the top of the page
3. Give the plan a name, assign an owner and select a start date
4. Press save to complete and create the plan
5. The page will refresh, allowing you to add details into the Corporate Plan, the Purpose and the Values
6. To add information here, click the data entry icon in the top right-hand side of each of the tables
7. On this page, you are also able to add outcomes and supporting objectives to the plan
8. To add an outcome, select ‘Add Outcome’ below both of the tables
9. Here, you can add outcomes, measures, tasks, risks and more. 
10. You can fill in details around the outcome, such as how the outcome will be achieved and what will help you achieve it 
11. Click save 
12. The toolbar below the table allows you to create measures, create a sub-objective, add actions and link new or existing plans to the outcome

To clone a measure

1. To add a measure that already exists within Ideagen Healthcare Guardian to your plan, click on the ‘Clone Measure’ icon 
2. The pop-up window will allow you to search for the object and measure that you want to clone
3. You can type in an asterisk to use as a wildcard to return all object measure pairs in the search 
4. Using the checkbox down the centre of the list, you can select as many measures as you want to clone
5. Click ‘Select’ at the bottom
6. Once the measure has been added, they will appear in a table at the bottom of the page
7. You can enter data entry mode to add commentary to these measures
8. Clicking on the ‘Analysis’ button will open the details of the measure in a pop-up window

To create a measure from scratch

1. Click on the ‘Create Measure’ icon
2. This will open a pop-up window for you to enter in the details of the measure
3. There are some drop-down categories to add more details about the measure
4. Once you have the information that you want, click save
5. The measure will be added to the table, as you saw with the ‘clone measure’ action

To add an action

1. To add an action against a measure, click the ‘create action’ icon to produce the pop-up window
2. Fill in the details of the action including the name, the priority level, an owner, start, end and due dates as well as a description of the action
3. You can also add task stakeholders 
4. Once the details of the action have been entered, click ‘save’. 
5. The action will appear in the table
6. To edit this action, or to add any additional details, enter data entry mode to re-open the pop-up window

To add a sub-objective to the outcome

1. Depending on how complex the plan is, it may be necessary to break down the objectives into smaller ones
2. Click on the ‘sub-objective’ icon to open a pop-up window that is similar to the pop-up window you saw when you first created the outcome
3. The ‘Name’, ‘Owner’ and ‘Start Date’ fields are mandatory
4. Once these have been completed, press ‘Save’ and the sub-objective will appear in the table

To link outcomes to projects and risks

1. Enter data entry mode
2. It will produce a search box that allows you to search for the project or risk
3. You can then search for the name of the project, press ‘select’, and you’ve made the link

To enter Planned Monthly Expeditature

1. This table allows you to enter your expenditure for the month
2. It’s split into ‘Staff Costs’ and ‘Non- Staff Costs’ 
3. The ‘Total Cost’ measure is calculated automatically after entering the various values
4. By clicking ‘set budget’, the data will be copied into the budget series

The Plan Impact Map

1. Here, you can see the diagramatic view of how everything links together
2. You can click on the Up and Down arrows at the top and bottom of each title to expand or contract the view

Corporate Plan Details

1. This page allows you to look at a plan’s details and sub-objectives in more detail
2. First, select the plan from the drop-down menu
3. Then, select the outcome by clicking on the outcome performance card. This will prompt the other frames on the page to update
4. You will be able to see the desired outcome and the other fields for the outcome in the table
5. You can also view any measures associated with the outcome and any actions for the outcome displayed underneath
6. As you scroll down, there is the sub-objectives section, risks and project links and the impact map

Team Plans

1. The corporate plan is the top-level plan for the organisation. Once this plan has objectives and measures in place, the team plans can be built
2. Team plans allow each team or individual to allow their own goals, measures and objectives to align with the broader goals of the corporate plan
3. This page is structured similarly to that of the corporate plan plage, but with a few differences
4. There are additional fields in the information and governance tables to add narrative around reasoning and enablers and also associate the team plan to an org unit and to a corporate plan
5. Underneath the table, there are the outcomes of the corporate plan that this team plan is linked to
6. By clicking on the outcome, you can view the details, measures and actions of that outcome
7. As you move down the page, you can select the outcomes for your team plan, and view the same information as you saw in the corporate plan pages
8. Just above the Plan Finance section, there is a section where you can add operational processes 
9. You can add these by selecting ‘Add Process’ and filling out the Name, Owner and Start Date mandatory fields
10. Click ‘Create’ 
11. Once the process has been created, you can either clone a measure or create one from scratch using the same process as mentioned before

Team Plan Details

1. This page allows you to focus on a team plan’s outcomes and sub-objectives in more detail
2. First, choose the plan from the drop-down menu
3. Then, click on the outcome displayed in the performance cards
4. This will populate the frames below with the measures, actions and sub-objectives of the plan
5. This page acts the same as the Corporate Plan Details

Data Object Administration

1. Data object administration allows us to view the details about an object and to create new data objects
2. To add new object data, click on the ‘Add Data Object’ button
3. Complete the mandatory fields marked by a red asterisk
4. Click ‘Save’
5. Once the data object has been created, you can view and edit it’s details and measure settings
6. You can also edit the data values for the actual and target series, which will accumulate over each period in line with the accumulation settings applied to the measure in the table above

Plan Data Connections

1. The Plan Data Connections page is driven by the drop-down selection box
2. Once the selection has been made, the page will populate with the outcomes and objectives of the selected plan with the measures associated to them
3. You can then amend the Org unit and set the data source by searching for the relevant data object in the pop-up box
4. By selecting the data source, you are selecting the object that Ideagen Healthcare Guardian will take the information from to populate the measure data
5. By doing this, the measure data only needs to be added to the data object, not to each instance of the measure across all of the different outcomes and objectives
6. You can use the focus icon to put the measure into focus in the table at the foot of the page which can be used to check whether the accumulation and aggregation settings are working like they’re supposed to

Plan Structure Page

1. The plan structure page contains a diagrammatic view of the impact map with all of the plans in the app so you can see how everything interconnects and impacts each other