Introduction to My Strategy

Welcome to My Strategy, the strategic nerve center of OnePlan.  Whether you're a member of the C-suite, part of the steering committee, or involved in strategy realization, this area will be crucial to you.

Interactive Tour

Take a guided tour through the OnePlan My Strategy Area using this interactive demo.

Click Continue to begin!

You can also click to enter full-screen mode for a better view.

Diving into Strategy with OKRs

Click on the My Strategy Area to use the OKR methodology — Objectives and Key Results — that is rapidly becoming the go-to for managing corporate strategy. The beauty of OnePlan lies in its adaptability which can be easily molded to support various corporate strategy hierarchies.

Understanding Objectives & Key Results

View the Objectives alongside their associated Key Results. Think of Key Results (KR) as the crucial milestones, or performance indicators, which inform you about progress towards your Objectives.

Tip: Each KR must be quantifiable to truly gauge success.

Exploring a Specific Objective

Click on an Objective like the Improve IT Infrastructure Details tab.  This tab displays a detailed view of the Objective, giving depth on its importance and progress. Also, notice the metadata associated with this Objective.

Delving into Key Results

Key Results (KRs) like this are leading measures, pivotal in charting your journey towards your overarching goals. It's vital to link these KRs to actionable steps.

Click on a Key Result such as Reduce server downtime by 50% to review the Key Results metadata. 

By associating or creating new Ideas, Projects, or Epics, you can outline the roadmap to achieving your organization's Key Results.  Notice that, in the Associated Idea, Projects & Epics table, you can click on New Item to create initiatives that will help you achieve this Key Result.

Beyond Projects, you can click on the Existing Item to link up essential assets, like Products, Applications, or Value Streams.

Work Plan 

With OnePlan, you can also create a Work Plan to collaborate on the tasks required to attain this Key Result. Click the Work Plan Tab to display the associated Work Plan.

Next, select List and Expand All to view all of the tasks that need to be completed as a project schedule.

Or you can click the Work Plan Tab and select Board to manage these tasks in a Board view.

Status Reports

Use the Status Report to report the overall progress of the Key Result. Click on the Reporting Tab and select Status Reports.

In the Status Report, you can either manually enter the new Current Number or you can integrate the data using OneConnect.  You can change the Status Health field and write a narrative on Accomplishments.

When you are ready, you can Submit the Status Report to your manager to review and timestamp the data for trend reporting. 

You can also view visual status Charts and Dashboards.

 Click on the Reporting tab and select Dashboard to view Visual Charts and the Status of this Key Result.

Visualizer

It is also important to understand how this Objective and Key Result impact the rest of the business. With the OnePlan Visualizer, you can visualize the dependencies and associated Projects, Epics, Products, or Applications that impact this overall strategy.

To access the OnePlan Visualizer, click Reporting and select Visualize. 

Dependencies View

This is the Dependencies view. In this first view, you are going to see what the Predecessors and Successor dependencies are for this Key Result. 

In this example, the Reduce server downtime by 50% Key Result depends on the Upgrade all network switches to support 10Gbps data transfer speeds Key Result. Similarly, Reduce average application load time by 50% over the next quarter depends on a successful outcome of the Reduce server downtime by 50% Key Result.

Runway Tab

Next you can click on the Runway tab to visualize how this Objective and Key Results are associated with the rest of the portfolio.  It also shows you what is impacting this strategy.  For example, the Objective and Key Result is At Risk and that is probably because Data Warehouse Migration is also At Risk.   

Tip: Zoom Out to see the entire runway.

Insights

If you want to ensure you have completed everything you need to ensure this Key Result is up to date, you can view Insights on what else you might need to do. To view Insights, click on the Reporting tab and select Insights. In this example, you see that this Key Result Plan has unsubmitted status reports.

Dashboard

To view visual status Charts and Dashboards, click Reporting and select Dashboard to display the report.

Dynamically Assess OKRs

With OnePlan, your data isn't static. You can dynamically assess OKRs from different angles.

For instance, you might want to see Objectives categorized by Business Unit.

Or change the view to display Key Results categorized by Status.

View Key Results by Status.

The Board View is another lens. Here, Objectives in the columns, and their Key Results flow within, showcasing dependencies and related KRs between different Objectives.