Create New Strategic Plan Wizard Screens - Click to Enlarge:

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New Plan Wizard - Wizard Start
This Wizard screen shows the buttons that make up the Wizard Active-Flowchart.
- The Initial screen is shown which allows you to give a name and address to the Strategic Plan.
New Plan Wizard - Wizard Start
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New Plan Wizard - Vision Mission
This Wizard screen shows how you can define the labels and page names for the Strategic Statements.
- The Mouse-Over Pop-up Help has been enabled and a message can be seen for the Vision Mission module.
New Plan Wizard - Vision Mission
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New Plan Wizard - Wizard Terms & Definitions
This Wizard screen shows how you can define the Strategic Plan Labels and Terms.
- These would be changed to suit your own requirements or your Language.
New Plan Wizard - Wizard Terms & Definitions
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New Plan Wizard - Strategy Map
This Wizard screen allows you to define the Strategy Map Perspective Names.
- Note that the same Perspective Name can be repeated on additional rows.
- They can also be changed later inside the Strategy Map as required.
New Plan Wizard - Strategy Map
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New Plan Wizard - Objectives Grid Columns
This Wizard screen is where you design your Objectives Grid Table.
- Click on the Checkboxes to add or remove a column.
- Click in the Grid to rename a column or select column options.
New Plan Wizard - Objectives Grid Columns
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New Plan Wizard - Initiatives Grid Columns
This Wizard screen is where you design your Initiatives Grid Table.
- Click on the Checkboxes to add or remove a column.
- Click in the Grid to rename a column or select column options.
- In the Options Module you can add in additional columns that reflect the Monthly Grid Totals.
New Plan Wizard - Initiatives Grid Columns
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New Plan Wizard - Monthly Grid
This Wizard screen is where you enable Monthly Planning Grids.
- Monthly Grids are designed differently for each Initiative row inside the Edit Scorecard screen.
- On this screen you can define the default row names. These are used as labels when defining the actual row names.
New Plan Wizard - Monthly Grid
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New Plan Wizard - New Plan Created
This screen shows the log file that is generated when the new Strategic Plan is created.
- The process of creating the new plan is based on copying the 'Model' Plan and then applying the Wizard definitions.
- The Log data can be loaded into Excel if required.
New Plan Wizard - New Plan Created