Strategic Planning: Entering Results and Analysis

Overview

This article provides instructions for entering and viewing results and analysis for unit-level goals, outcomes, and objectives. Users will learn how to navigate the planning module, select the appropriate organizational units and planning periods, and complete the configurable data entry forms to reflect on data collected during the strategic planning period.

Enter Results and Analysis

This section allows you to enter results and analysis on your unit-level goals, outcomes, or objectives and reflect on the data collected throughout your strategic planning period.

Note: The form for Results and Analysis is configurable under Administration DBE Builder, specifically the Strategic Results and Actions DBE type.

To access results and analysis, go to Planning > Strategic Planning > Results and Analysis.

Enter Data

To enter results and analysis, follow these steps:

1. Access the Planning side menu item to access the Strategic Planning top horizontal menu.
2. Select Enter Data under results and analysis in the dropdown menu.
3. Select the organization for which you would like to enter data from the Organization dropdown.
4. Select the strategic planning period from the Strategic Planning Period dropdown.
5. Review the goals, outcomes, or objectives displayed for the selected organization. Choose the item for which you would like to enter data by clicking on its hyperlink text.
6. View all action items associated with this goal by clicking on the Action Items sub-tab.
7. Fill out the form and select the appropriate Data Entry Status at the end of the form.
8. Click Save and Close.

View Previously Entered Data

To view existing results and analysis, follow these steps:

1. Access the Planning side menu item to access the Strategic Planning top horizontal menu.
2. Select Browse under results and analysis in the dropdown menu.
3. Select the organization for which you would like to view data from the Organization dropdown.
4. Select the strategic planning period from the Strategic Planning Period dropdown.
5. Review the displayed list. Choose the goal, outcome, or objective for which you would like to view data by clicking on its hyperlink text.
6. Click on the Action Items sub-tab to view action items associated with the selected goal. The Action Items sub-tab interface showing a list of associated strategic actions and their current progress status.