Development Plans - Setup and Administration


Setup

  1. An Administrator must enable the Development Plan Module in the Administration section of the system.

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  2. An Administrator should then assign the role of Development Plan Manager to one or more users of the system.

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  3. An Administrator or Development Plan Manager should assign the role of Development Plan Owner to other members of staff. Doing so means that they can then be assigned ownership of individual Development Plans, Development Plan Areas, Initiatives and Actions.

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  4. A Development Plan Manager should create new Development Themes.

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  5. A Development Plan Manager should create a new Development Plan (or copy and existing one**) and assign Development Areas from the available Themes.

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  6. A Development Plan Manager should assign an Owner, and optionally a Supporter to each Area. The default Owner is the Manager who created the Area.

  7. Area Owners and Supporters should then create Initiatives for their own Area and assign Owners and Supporters to these intiatives.

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  8. Initiative Owners and Supporters can then add Rationale, Monitoring and Resources to their Initiatives.

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  9. Initiative Owners and Supporters can then add Success Criteria and Actions to their Initiatives from the details page. This can be accessed from the menu or directly from the initiative name.

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  10. Action Owners can update the completion Status of their actions and add Notes to them too.

  11. Initiative Owners can add termly progress updates if required.

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Administration