Overview
This article provides step-by-step instructions for adding unit-level objectives to strategic goals within your Faculty Success planning module. It covers navigating the Strategic Planning menu, selecting organizational units and periods, and saving your new objectives. This guide is intended for users with administrative or planning permissions.
Add a Strategic Objective
Note: This guide will show you how Unit-Level Objectives can be added to Strategic Goals in your plan. Strategic Objective, in this example, refers to the third level in our Strategic Direction/Goal set-up. Your nomenclature may vary from that used in this guide.
- Go to the Planning tab in the side menu and then click on Strategic Planning in the top horizontal menu.
- Click on Strategic Directions/Goals located in the dropdown menu and then click on Edit/Create.
- Select the organization and the strategic planning period for which you wish to create a strategic objective.
Example: College of Engineering for the 2010-2015 Strategic Plan. - You will see any strategic directions already created in black text on the screen. To see the strategic goals belonging to each strategic direction, choose one of the following:
- Click the plus (+) icon to the left of the strategic direction you wish to add to.
- Click Open All to view all of the strategic goals and previously entered strategic objectives.
Click the green plus (+) button to add the strategic objective.
- Creating Strategic Objectives:
- Enter the objective text into the text box on the screen.
- Press Enter on your keyboard to enter the objective.
- Click the green plus (+) button to add another objective to the strategic goal.
- When you are finished, select one of the following options:
- Save: This saves the objectives. You will remain on the page, and the strategic objectives and strategic goals will collapse so that you are only viewing the strategic directions.
- Cancel: This cancels any actions taken on this screen without saving.