Adding Strategic Priorities and Goals

After creating the Strategic Plan, you can add priorities and goals by clicking Plan Setup. If you are coming from the strategic plan module, you can click Manage Strategic Plan, and then select Plan Setup.

NOTE: To customize the terminology, click this link before you proceed:

Customizing Terminology in Strategic Plans

The 2022-2023 Strategic Plan page showing the Plan Overview tab selected, with options to Publish, Export, and Plan Setup, and a section prompting to create a new Strategic Priority with a Create Strategic Priority button.

Provide a title and brief description for the priority and click Create.

The Create Strategic Priority dialog box showing the Strategic Priority Title field filled with 'Technology and Innovation,' a description text area, and Cancel and Create buttons.

After creating the Strategic Priority, you can choose to create a Strategic Goal for this priority by clicking Create Strategic Goal.

The Strategic Plan setup section showing the Technology & Innovation priority with a Create Strategic Goal button and a Create Strategic Priority button at the top right.

Provide a title for the Strategic Goal and a brief description. Then click Create.

The Create Strategic Goal dialog box showing fields for Strategic Priority, Strategic Goal Title and description, with Cancel and Create buttons.

After creating multiple priorities and goals, you'll have the option to re-arrange them using the Move Up and Move Down functions.

The Strategic Priorities list showing Teaching and Learning, Operational Excellence and Accountability, and Community Leadership with their respective numbers of strategic goals, and an actions menu open with options to Edit, Move Up, Move Down, and Delete.

To proceed with adding tactics to your Strategic Goals, click the article Adding Tactics to Strategic Goals

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