Plan Diagnostics Report

This new page is like a health check-up for your planning process.  It displays the following statistics about the selected plan:

Reviews
Has this plan been reviewed effectively?

Achievements
Over all, how well are we achieving this plan?

Creation
How well did we define what we planned to do?

Most of the numbers link to custom reports on the Plan Status screen that show exactly how the number was calculated.  Only the Missing Owner numbers link to the Ownership Transfer screen.  A Show Percentage control in the gray top-navigation toggles most fields from showing counts to showing percentages.

Plan Status Comments

Run your strategy reviews live from our Plan Status screen

New Comments checkbox on the Plan Status screen shows the Reason for Difference comments.  Now you don't even have to click to drill down.  This is much more efficient than having each participant prepare a slide deck for your monthly review meeting.

Also in this release:

• Improved Sign In screen.
• The term "Ad Hoc Metric" can now be customized to be "Short Term Metric," "Simple Metric," or match whatever term your organization is already used to.
• Added three new columns to the Plan CSV download to make the download and upload match exactly.  New columns are: Type (Indicates whether this row is an objective/strategy or a tactic), Tactic Start Date, and Tactic End Date.

Release 2013-09-13: Metrics on Plan Status Screen

Metrics can now be displayed on the Plan Status screen.

Check the Show Metrics box and click Apply Settings just like any other report setting.