Overview

Actions are the lower level implementation plans and define the WHAT, WHO, WHEN the strategies in the Strategic Plan will be implemented and HOW MUCH it will cost.

What needs to be done to implement strategy?
Who will be responsible for completion?
When will the Action be completed?
How much will it cost?

Action planning is carried out at the Business Unit level.

Once your Business Plan has been finalised, your defined Business Rules will determine under what circumstances the plan may be changed.

Go to Planning > Corporate Planning > Action to move to the Action area.

The initial view of the Actions form displays Actions associated with ‘ALL’ strategies for the selected Business Unit. In order to add a new action, you must first select an appropriate strategy from the dropdown list.

Click on the ‘Add New’ icon and the action details form will be displayed, OR you can use the dedicated icon in quick access side bar menu

At the top left hand corner you will see a dropdown box displaying your current Business Unit. When you are logged in, this defaults to the Business Unit your Administrator has linked you to from the Framework area. If you want to access another Business Unit you can select it from the dropdown box.

You can select a specific Strategy to restrict the visible Actions only to those that belong to that Strategy and/or to add a new Action to that Strategy. You can also tick the ‘Hide Completed’ check box to focus your attention on the pending and/or ongoing Actions in your unit.

Last revised: November 26, 2017