Enterprise Users will be able to view and interact with pages. Performance Managers/Modellers can edit pages and objects, and Model Administrators have full permissions.

You will still need to check your personal permissions to access this area with your site Administrator.

Team Plan in Planning

Once the top-level plan has goals, supporting objectives and measures, cascade plans can be created. This page allows the user to create a cascade plan to enable each team, and person within a team, to align their own goals, targets and actions to achieve the best delivery of the overall goals. The user can either click to create a new Plan or select an existing plan from the dropdown selection box.

As with the Corporate Plan page, the user can amend the details included in the Information and Governance tables by clicking on the data entry icon.

If a link to another plan has been made in the Governance table, the frame below will display details for the linked plan. The information for the selected object, including measures, tasks, and supporting objectives, will be displayed by selecting the objective or outcome from the left side of the frame.

Outcomes and Supporting Objectives

This section allows the user to add an outcome to their plan. To add an outcome, select “Add Outcome”, and input the relevant information into the fields in the dialog box.

All created outcomes for the plan will appear below. By clicking on any individual outcome, the user can amend the content of the outcome and add measures, tasks, supporting objectives, projects and risks. As the user creates tasks and additional items, they will appear in the relevant tables.

Operational Processes

Operational Processes are the regular, week-to-week functions required to sustain the service, such as maintaining a 24hr support line, monitoring regulatory compliance or maintaining tight financial control.

To add an operational process, the user must click “Add Process” and complete the relevant details in the dialog box.

Measures can also be created for an operational process or an existing measure cloned and attributed to the operational process. To do this, the user must select “Create Process Measure” or “Clone Process Measure”.

Plan Finance

This section allows the user to add their monthly planned expenditure. The total cost is automatically calculated from supporting financial measures. The user needs to click the data entry icon to add the information.

Plan Impact Map

This visualisation allows the user to see the impacts of the outcomes, tasks and supporting objects within their plan. The user can also use the Impact Map to create new links between the various entities by clicking the settings cog icon and choosing the relationship type. The links are then created by clicking and dragging between the entities.