How to View Strategy Progress in OnePlan

Direct Answer: How to View Strategy Progress in OnePlan

To view strategy progress in OnePlan, select Strategy in the left navigation and choose a view from the tabs at the top right of the page: List, Board, Roadmap, or Dashboard. List shows Objectives, Key Results, and associated work as a hierarchy with their Current Metric. Board shows Key Results as cards grouped by Objective. Roadmap shows Objectives on a timeline. Dashboard shows charts and tables that summarize the progress of Objectives and Key Results.

What This Article Covers: Strategy Views

This article explains the four views in the Strategy area of OnePlan and when to use each one to review progress toward your Objectives and Key Results.

What you will accomplish: By the end of this article, you will be able to open each Strategy view and choose the one that answers your question about progress.

Before You Begin: Viewing Strategy Progress

Before you begin, make sure you have:

• Access to Strategy in your left navigation.
• At least one Objective and Key Result. See How to Create an Objective in OnePlan and How to Create a Key Result in OnePlan if you need to create them.

Why This Matters: Strategy Views

Context: One Set of Data, Four Perspectives

The List, Board, Roadmap, and Dashboard views in Strategy present the same Objectives and Key Results in different ways. Use the view that matches the question you are asking, such as which Key Results are behind, when each Objective runs, or how many Objectives are off track.

Context: Progress Comes from the Metric

Progress in every view is based on the Current Metric field. For a Key Result, Current Metric is calculated from the Current Number and Target Number entered on the Key Result, so keep Current Number up to date to keep every view accurate.

Step-by-Step: Viewing Strategy Progress in OnePlan

Task: Review the Hierarchy in List View

Starting from the OnePlan left navigation:

1. Select Strategy.
2. Select the List tab.
3. Review each Objective with its Key Results and the Projects, Epics, Engagements, Products, and Applications associated with them. Use the arrow beside a row to expand or collapse it.
4. Use the columns to review State, Status, Business Unit, Priority, Estimated End, Current Metric, and Prioritization Score.
5. To open the actions for a row, select the contextual menu on the row. The menu includes Favorite, Quick Edit, Bulk Update, Shared With, Comments, Dependencies, Reorganize, Details, Files, Reporting, and Delete.

To change which plans the list shows, use the Plan Types filter at the top of the list.

![[Strategy List.png]] ### Task: Review Key Results as Cards in Board View

Starting from Strategy:

1. Select the Board tab.
2. Review the cards. In the default view, each card is a Key Result, and each column is an Objective.
3. Use the controls at the top of the board to adjust the layout:
   • Plan Types — Choose which plan types appear as cards.
   • Column — Choose the field that defines the columns, such as Objective.
   • Lanes — Choose a field to group cards into horizontal lanes.
   • Color By — Choose the field that colors each card, such as Status.
   • Totals — Choose the total shown for each column, such as Count.

Each card shows the Key Result’s Current Metric, Estimated End, Lead, and Plan Type.

![[Strategy Board.png]] ### Task: Review Timelines in Roadmap View

Starting from Strategy:

1. Select the Roadmap tab.
2. Review each Objective as a bar on the timeline. A vertical line marks today’s date.
3. Use the controls at the top of the roadmap to adjust the display:
   • Plan Types — Choose which plan types appear on the roadmap.
   • Group By — Choose the field that groups the bars, such as Business Unit.
   • Color By — Choose the field that colors the bars, such as Overall Health.
   • Dates — Choose the date range shown.
4. Select Print to print the roadmap.

![[Strategy Roadmap.png]] ### Task: Review Charts and Metrics in Dashboard View

Starting from Strategy:

1. Select the Dashboard tab.
2. Select a dashboard tab at the top of the page:
   • (01) Objective Portfolio — Shows the overall Current Metric, the number of Active Objectives, the number of Objectives Off Track, charts of Objectives by Priority and by Business Unit, and a table of Objectives.
   • (02) Objective Progress — Shows a bar chart of each Objective’s Current Metric.
   • (03) Key Result Portfolio — Shows the overall Current Metric, the number of Active Key Results, the number of Key Results Off Track, charts of Key Results by Priority and by Business Unit, and a table of Key Results with Current Number, Current Metric, and Target Number.
   • (04) Key Result Progress — Shows a bar chart of each Key Result’s Current Metric.
3. Use the State and Business Unit filters at the top of a dashboard to narrow the data.

![[using-oneplan/my-strategy/Strategy in OnePlan - Overview/attachments/Strategy Dashboard.png]]

Frequently Asked Questions: Strategy Views

Q: What views are available in the OnePlan Strategy area? A: In OnePlan, the Strategy area has four views: List, Board, Roadmap, and Dashboard. Each shows your Objectives and Key Results in a different way.

Q: Do the List, Board, Roadmap, and Dashboard views show the same data in OnePlan? A: Yes. In OnePlan, the List, Board, Roadmap, and Dashboard views in Strategy are different ways of viewing the same Objectives and Key Results, so you can work in the view that suits you and everyone sees the same underlying data.

Q: How is progress measured for a Key Result in OnePlan? A: In OnePlan, progress is shown as the Key Result’s Current Metric, a percentage calculated from the Current Number and Target Number fields. You enter the Current Number manually.

Q: Where can I see the progress of each Key Result under an Objective in OnePlan? A: In OnePlan, open Strategy and use the List view to expand an Objective and see each Key Result’s Current Metric. You can also open the Objective’s Details and review the Associated Key Results table, which shows each Key Result’s Current Number, Target Number, and Current Metric.

Q: How do I see which Objectives are off track in OnePlan? A: In OnePlan, open Strategy, select Dashboard, and review Objectives Off Track on the (01) Objective Portfolio dashboard. You can also use Color By in the Board or Roadmap view to color items by status or health.

What to Do Next: Strategy Views

Keep progress current:

• How to Create a Key Result in OnePlan
• Status Reports in OnePlan - Overview

Connect work to strategy:

• How to Associate Plans with a Key Result in OnePlan