Updating Terminology in Strategic Plans

As an administrator, you can customize Strategic Planning terminology by renaming the two object labels:

  • Strategic Priority
  • Strategic Goals

Changing one or both terms to align with the terminology used on campus can be completed by following the steps below.

On the left hand side of your Planning and Self-Study account, click on Admin.

The Admin option with a gear icon.

Click Configuration Settings.

The Configuration Settings option showing a description stating configure product settings to reflect institutional needs.

Click Strategic Planning Terminology.

The Planning & Self Study page showing a list of options, with Strategic Planning Terminology highlighted at the bottom.

By default, the terminology currently being used will be displayed in the dropdown. Administrators can choose to either select from a list of common alternative terms or enter their own custom term. The common terms available to choose from include:

  • Strategic Priority
  • Strategic Initiative
  • Strategic Objectives
  • Strategic Goals

    The Strategic Planning Levels page showing Level 1 set to Strategic Priority. Level 2 dropdown showing options including Strategic Goal, Strategic Initiative, and Strategic Objective. Save Terminology button appears on the right.

If you choose to Enter Custom Value, you must provide both the singular and plural forms for the term so they can be presented correctly throughout the platform. Custom values can be added for either one or both levels, as needed.

The Strategic Planning Levels page showing Level 1 set to Strategic Priority. Level 2 showing an Enter Custom Language dropdown with empty fields for Level 2 Singular and Level 2 Plural. Save Terminology button appears on the right.

Click Save Terminology so that the new values will be reflected in all locations where the previous labels were displayed.

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