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WePlanWell ™ Demonstration On-line Strategic Planning & Performance Tool Presented by:

WePlanWell ™ Demonstration On-line Strategic Planning & Performance Tool Presented by:. WePlanWell - Overview. At the highest level WePlanWell is : On-line database for Strategic Plan content System to Assess/Report plan achievement

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WePlanWell ™ Demonstration On-line Strategic Planning & Performance Tool Presented by:

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  1. WePlanWell™ Demonstration On-line Strategic Planning & Performance Tool Presented by:

  2. WePlanWell- Overview At the highest level WePlanWell is: • On-line database for Strategic Plan content • System to Assess/Report plan achievement • System to tie Individual performance toorganizational plan

  3. Vision/Mission Strategic Planning – Structure* & Focus Values Overarching KPMs/Outcomes Strategic Initiative Strategic Initiative Strategic Initiative “KPM” Key Performance Measures /Outcomes Focus: Strategic & Governance Board & Sr. Leadership with Goal Goal Goal Goal Accountabilities: Responsible Party, Dates, Resources Focus: Tactical Leadership/Staff Objective Objective Objective Action Action Action Focus: Individual PerformanceManager & Direct Reports Individual actions tie to Plan Goals Individual Actions Individual Actions Individual Actions Individual Actions *Nomenclature can be customized

  4. Site Demo: Landing Page Features

  5. Build Plan

  6. Reports

  7. Reports

  8. Reports

  9. Resource Planning Calendar Summary

  10. So, We have the Plan – What’s Next? Oversight and Implementation of the Plan How to do it??? How to support each other in our respective accountabilities High Performance & Success! Measurement & Accountability Action Vision/ Plan & Commitment

  11. WePlanWellTM Assessment Assess the plan at all levels and automatically produce scorecard reports for at a glance results.

  12. Tool Adoption: WPW Learnings Integrating WePlanWell and strategic plans into your day to day culture • Management Team and Board embraces and reinforces • Add plan updates (specific topics) to the agenda of all staff meetings and board meetings • Quarterly Assessments: • Management scorecard for quarterly staff meetings • Governance scorecard at quarterly board meetings Additional uses: • IPP for individual performance tracking • Planning Calendar sorted for committee name at quarterly committee meetings • Resource Calendar for budgeting process

  13. Tool Adoption: WPW Learnings Training for End Users (included in Subscription Fee): • Webinars • On-line User Manual • Live Tech Support

  14. Administration Features • Roles - Levels of access in tool • Administrator • Decision-maker • Read only • Settings • Assessment levels/language • Nomenclature • Participants/Titles

  15. Contact Information For more information: WePlanWell developed by: iBossWell, Inc. www.iBossWell.com

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