PlanBase Hoshin Screenshots
Building a Plan
Planning Table - Organizational Objectives and Supporting Strategies
The application creates a hierarchical structure of all strategies and tactics supporting your breakthrough objectives. The visual cascade of linked strategies, performance metrics, and tactics allows you to quickly drill down into a plan to discover the specific activities planned, the person responsible for those activities, expected completion dates, the metrics most relevant to measuring progress, target values for each of those metrics, and actual values achieved for each review period.
Implementation Table - Strategies and Tactics
On the Implementation Table screen you can see the description of the supporting tactics for each strategy, the owners, the start and finish dates of the events or actions making up each tactic, and the current color-coded progress of each and every tactic.
Plan Status - Plan Creation
In the creation stages of the plan, the application tracks activity and completeness of the information behind the development of each aspect of the plan. When someone is given accountability of a particular strategy or tactic in the application the system notifies them with an email and a notification on their Home page. The creation status of that strategy automatically changes from red to orange as the new owner develops their plan. When they feel their strategy is sufficiently defined, they mark it “complete” which sets the strategy creation status to green. This triggers an email and a notification to the owner of the next higher-level part of the plan who then can approve or reject these changes, thus ensuring the necessary communication for alignment throughout the plan. Approving the strategy adds a check mark to the green creation status symbol. This process automates the classic “catchball” approach to plan development.
This visual tracking and notification of the creation of the plan motivates employees to develop their plan carefully and rapidly, shortening the time between assignment and execution.
In addition to the standard Plan view, an X-Matrix view is available. The X-Matrix is another way of presenting the information already in the system as a chart of the objective, strategies, metrics, supporting strategies, owners, and their relationships around a central box, the "X." In the PlanBase version coloring in the chart helps your eye follow the information in the chart around the corners of the matrix and you can drill down in the X-Matrix view by clicking on a strategy or sub-strategy.
Reviewing the Progress of a Plan
Objective Review Table
Review screens are just a click away from the Plan Status screen and show a much more detailed level of information including performance relative to target, the trend in performance since the last review, a concern for future performance if any, description of root cause of deviation if any, summary details of corrective actions if any, and a link to supporting information if needed.
Implementation Review Table
The application is designed such that all aspects of the various components of the objectives are tracked against milestones which makes it easy to quickly determine which strategies and tactics are on schedule and which are not. Every tactic of every strategy has clear milestones with start and finish dates. Each is tracked on its start status, current status, and completion status.
It only takes a few seconds for an owner to input this information and the updates are relayed across the system, making them instantly available on all screens and reports for all participants.
The Plan Status Screen also provides a reporting dashboard to allow you to instantly focus on the part of the plan you are most interested in: a high level summary, all the details, only what’s off-track, who is performing well, or how one part of the organization is performing. This reporting dashboard allows all users to quickly and easily produce a selection of customized reports. No extra training or programming is required.
This screen provides a summary of the items an individual is working on and is a navigational aid for accessing those items. Additional business units, functions, or processes may be shown in order to provide context for the strategies, tactics or metrics, processes, or functions that the individual owns. You can select a different user from the drop-down to view their responsibilities. For users of both PlanBase Hoshin and PlanBase Scorecard this screen shows all their responsibilities in both applications.
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