High-level planning configuration in Strategic Planning

  • Release version: Washingtondc
  • Updated August 1, 2024
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    Summary of High-level planning configuration in Strategic Planning

    This guide provides instructions for enabling high-level planning for non-default items in the Strategic Planning module, specifically for version v2.1.0 and higher. By default, only Strategic Programs, Programs, and Initiatives are enabled for high-level planning. To expand this functionality, configuration tasks must be performed for additional planning item types.

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    Key Features

    • Custom Planning Items: To enable high-level planning for custom items, such as Custom planning item 1, set the Planning enabled field to true in the lens structure.
    • Non-Extending Planning Items: For items like Strategic Priority, create a global rank column and configure it, along with portfolio plan settings, to facilitate high-level planning.
    • Diagnostics and Business Rules: Implement diagnostics to populate global ranks for existing records and create business rules for future record management.
    • Entity Requirements: Ensure selected tables for high-level planning have relevant fields (e.g., start date, owner) to function effectively.

    Key Outcomes

    After completing the configuration tasks, planning managers will be able to create high-level portfolio plans that prioritize and roadmap strategic priorities, ensuring alignment of work across the organization with these priorities.

    If your planning managers need high-level planning enabled for items other than the default ones, you need to update the configuration for lens entities and portfolio plans.

    By default, Strategic Programs, Programs (pm_program), and Initiatives are the planning item types that are enabled for high-level planning. Also by default, the Product Enhancement entity with the Digital Product lens is enabled for high-level planning. To enable other planning item types, complete the following configuration tasks.

    Note:
    High-level planning is enabled for Strategic Planning v2.1.0 and higher.

    For items that extend the Planning Item table

    For example, you added Custom planning item 1 [sn_align_core_custom_planning_item_1] to your lens structure and you want to use it for high-level portfolio plans. In the Lens structure related list for your lens, set the Planning enabled field to true for the Custom planning item 1 entity. For detailed information, see Enable high-level planning for a lens entity.

    For items that do not extend the Planning Item table

    Consider the example of enabling high-level planning for the Strategic Priority [sn_gf_strategy] planning item type.
    1. Create a global rank column in the Strategic Priority [sn_gf_strategy] table. See Create global rank column for high-level planning.
    2. Create rank configuration for the new global rank column. See Create rank configuration for high-level planning.
    3. Create portfolio plan configuration for the Strategic Priority [sn_gf_strategy] table. See Create portfolio plan configuration for high-level planning.
    4. Enable high-level planning for the Strategic Priority [sn_gf_strategy] entity in the lens structure record. See Enable high-level planning for a lens entity.
    5. Run diagnostics and fix script to populate global rank for all existing Strategic Priority records. See Populate global rank for high-level planning items.
    6. Create a business rule for the Strategic Priority [sn_gf_strategy] table to enable setting a global rank for any future records created. See Create a business rule for high-level planning.
    Tip:
    While choosing a table as your high-level planning entity, ensure that it has fields such as start date and end date, owner or assigned to, name or short description, so that this can be used as a planning item. For example, you cannot use the Organization or Product tables as your high-level planning entities. On the other hand, the Strategic Priority tables meets the requirements of a planning item and can be configured for high-level planning.

    Once all these tasks are complete, your planning manager can create a high-level portfolio plan for the desired entity - for this example, portfolio plans can be created to prioritize and roadmap the strategic priorities of the company, and to view how the work across the company is aligned to these strategic priorities.