Release 2010-04-30: Strategy End-Status Approval

Ending a strategy eliminates the need to review it in subsequent quarters. There are three ways to end a strategy; it can be Completed, Canceled, or put On Hold. Choosing one of these statuses from the Review Status screen may end the strategy immediately, or starting with this release, it may require approval from the owner of the objective above your strategy in the plan similar to the way Creation Statuses are approved, depending on how your company is configured.



This release also adds new Activity radio buttons to the Review Status screen for selecting whether the strategy is Active, Completed, On Hold, or Canceled. This new control will put the right status in the Concern for Future drop-down for you.

• Active: This strategy is currently being pursued.


• Complete: Marking a strategy complete signifies that all actions have been completed and all improvements are sustainable.  This success-status will show up for all future review periods and will not require additional reviews, but it is prudent to check on the metrics for this strategy from time to time to ensure that the progress is maintained.


• On Hold: The strategy is not currently being pursued, but is likely to be pursued again some time in the future.  The hold-status will show up for all future review periods and will not require additional reviews.


• Canceled: The strategy is no longer being pursued.  The canceled status will show up for all future review periods and will not require additional reviews.

There are three levels of End-Status Approval configuration. Ask your support contact to configure this for your company:

• None: No approvals are required. This is the default, what all users have now.


• Completed Only: Approvals are only required for the completed status.  This status is configurable individually because you may wish to continue to monitor a completed strategy to be sure the improvement is sustainable.


• All: Completed, On Hold, and Canceled statuses all require approval.

If you are reviewing a top-level objective, or you own the objective above your strategy in a plan (thus making you the approver) it will never require approval.

When marking a strategy Completed you will have an easier time getting it approved if you enter the reason you believe that the improvements you achieved are sustainable, since that is how the reviewer will evaluate your request for completion.  Reviewers may ask owners to monitor and review a strategy for another few months before allowing them to mark it Completed.  When a strategy is put On Hold or Canceled, it is usually much more cut-and-dry and the approval process (if enabled) can be as much about notifying the boss of the change as is it is about getting approval.

PlanBase Rolls Out Enhanced Communications Features in PlanBase Hoshin Upgrade

Andover, MA  June 8, 2009 – PlanBase, a leading creator of web-based Hoshin Planning software, today announced an upgrade to its PlanBase Hoshin software, including new communications and coaching features designed to increase users' engagement with the planning tools, and collaboration with one another, for improved results.

PlanBase Hoshin: New Features Enhance User Engagement and Collaboration

The latest version of PlanBase Hoshin includes several new features designed to increase users' engagement in the planning process through personalized communication and coaching. A new, built-in notification system allows users to receive messages on the Home Page, specific to their role in the planning process, such as reminders to take certain actions for which they are responsible. Many messages will delete themselves when the required action is taken, but any one may be deleted manually. The in-system messages will be augmented by email reminders when certain actions are not taken, or when new messages are present.

In addition, the new release includes features designed to facilitate communication among all participants in the planning process. Known as "Catchball" among Hoshin practitioners, this group dialogue is deemed critical to a plan's success. PlanBase Hoshin will now enable all participants charged with executing a plan to be engaged in top down and bottom up communication aimed at continuously refining and improving their plans, even if they are in different locations.
For more information about the latest release of PlanBase Hoshin, visit PlanBase.com.

PlanBase's web-based Business System management software take the pain out of the strategic planning process by allowing real time, enterprise-wide collaboration on strategy deployment and process management. PlanBase Hoshin brings speed to strategy deployment, accountability to strategy execution, and visibility to progress. PlanBase Scorecard brings measurement to key metrics, continuous improvement to the collection of processes that define how value is created, and transparency to results. In organizations large and small, PlanBase solutions foster increased awareness, motivation, alignment, and success.