Administrator View of Strategic Plan Progress & Export Options

 

Administrators can view the Updates added by Leads on their end of a Strategic Plan. They can view the added Evidences to each Narrative. 

 

To view the progress updates, click Manage Strategic Plan.

 

mceclip0.png

 

Under Plan Overview, expand the Strategic Goal you want to view,

mceclip0.png

 

Click on the tactic link. 

 

You'll be able to view the tactic status, progress update and any evidence associated with the update. 

 

mceclip1.png

 

NOTE: Administrators can also update the progress. 

 

At any time, you can choose to Export the tactic progress. It will export as an excel file.

mceclip2.png

 

Insights Report

As an administrator, you can export all of the progress updates made to all tactics or a particular tactic so they can be shared with stakeholders outside of Planning & Self-Study.

 

You can do this by clicking Manage Strategic Plan

 

mceclip3.png

 

Click Insights

mceclip4.png

 

You'll see a progress bar. To view the updates, click the Updates Added portion of the progress bar.

mceclip5.png

 

You'll have the option to click View Details.

mceclip6.png

 

The details will appear on the next screen and you can choose to Export Progress Updates.

 

mceclip7.png

After clicking Export Progress Updates, click the download icon on the following screen.

mceclip8.png

The download will begin and will open as word document. 

 

Outcome Mapping Crosswalk CSV

Administrators can view the data export of organizational outcomes mapped to the Strategic Goals of the Strategic plans they are in. Administrators can access this report from Export area of each Strategic Plan. This allows for a more concise view of outcome mapping so administrators can easily see which areas of the institution are aligned with strategic goals and priorities.

 

 

 

 

 

 

 

 

Articles in this section

How to Contact Support
There are many ways to reach out! Click here for our support options.
Watermark Academy
Click to access the Watermark Academy for consultation, training, and implementation companion courses.
Customer Community
Can’t find the answer? Ask fellow users how they’re making the most of Watermark in our Community!