Strategic plans

See which plans need attention

1. Read the tiles: Under way, Awaiting a board, Measures stale and Work overdue.
2. Read the list: a plan waiting on its board comes first, then the plans furthest behind.
3. Read a card's colored strip: one block a goal, the worst first.
4. Press a plan's card to open it beside the list, with its people, its goals and its board's process.
5. Press Open the plan under a card for its own page, with each goal's readings and work.

Then: A plan takes the standing of its worst goal: four goals on track and one behind is a plan that is behind. A goal's standing is worked out, not typed in: how far along it is, against how much of its time has gone.

Daniel opens Strategic plans before the board meets. Awaiting a board reads 1, “Finance committee · 12 days”. Below it, the five-year plan has a red edge: four goals on track, and “Twelve new centers” behind at 3 of 12 with most of its window gone.

Start a plan

1. Press New plan under Start a plan.
2. Type its Title.
3. Choose the unit under Belongs to.
4. Choose the body that approves it under Its board.
5. Set From and To, and say What it is for if you like.
6. Press Draft it.

Then: The plan is a draft on the list. Open it to name its people and add its goals, then send it to the board.

Who: Board members and administrators can start a plan at their units. The officers of its board approve it.

Name its people, add its goals, and send it to the board

1. Press the plan's card to open it.
2. Choose somebody under Name somebody and their part under As, then press Add.
3. Under Add a goal, say What it means to achieve.
4. Give it a Target and say what it counts under Counting what, or leave Target blank to measure it by the work beneath it.
5. Choose its Owner and dates if it has its own, and press Add goal.
6. Press Send to the board.

Then: The officers of its board are told “For approval:” with the plan's title, and the plan waits under Awaiting a board, counting the days.

Who: Board members and administrators at the plan's unit name its people, add its goals and send it up. Somebody named on the plan cannot approve it: another officer does.

Approve a plan, or send it back

1. Press the plan's card: a plan waiting on its board is at the top of the list.
2. Under The board's process, press Approve.
3. Or write why under If you are sending it back, and press Send back.
4. Once it is approved, press Start it when the work begins, and Close it when it is done.
5. To change a plan already approved or under way, write why under Why is it being reopened? and press Reopen for changes.

Then: The people named on the plan are told it was approved, or sent back with your note, which then shows on its card. A plan sent back is a draft again, and goes back to the board once it is put right.

Rather not? Press Archive to put away a plan that will not go ahead.

Who: Approving, sending back and reopening are for an officer of its board: the chair, vice-chair or secretary. Anybody else is told whose decision it waits on. Starting, closing and archiving are for board members and administrators at its unit.

Sokha chairs the finance committee and opens “Reserves 2027”, waiting 12 days. The reserve target looks wrong, so Sokha writes “Three months of costs, not two” under If you are sending it back and presses Send back. Dara, its lead, is told with the note, puts it right and sends it up again.

Record where a measured goal has got to

1. Press the plan's card.
2. Find the goal under Goals.
3. Type the figure under Where it has got to.
4. Press Record.

Then: The goal's bar and standing move with the new figure, and the reading is kept with who recorded it and when. To add a note with a reading, record it on the plan's own page.

Who: The goal's owner, or board members and administrators at the plan's unit.