Jalapeno Quick Reference -

Jalapeno 1.27.0

Plan

What is the “Plan” view?The Plan is a method of assigning a vision and mission specifically to an organization unit or initiative and then associating specific elements of the organizational strategy to the selected organization unit or initiative. It represents a subset of the broader organizational strategy specific to the organization unit or initiative.This release of the Jalapeno plan is a beta release and will mature and evolve in future releases.

Where can I find the Plan?The Plan is found in the Strategic Planning module of the Model Workbench, at the following location;

Plan Administration (BETA) > Create Plans

What does the Plan show?

The viewer is shown a single view of the Vision and Mission that relates to an Organization Unit and / or an Initiative for a specific period. It provides the approval stage of the plan andthe type of plan. Based on these modelled elements, the plan draws in the relevantobjectives, metrics, business outcomes (aka ideas), capabilities, initiatives and epics.

To better understand how to create Strategy on a Page and related strategic elements, see this guide.

Jalapeno Quick Reference -

Jalapeno 1.27.0

Plan

How is the Plan populated?The view of the plan on the “View” tab is populated according to the selection of a plan from the dropdown list. Once a plan is selected, the view is populated according to the relationships that exist between the selected plan and other strategic elements in the model.

Key model relationships driving the population of the view are as follows:

Related directly to Plan:• Period• Vision• Mission• Organization Unit• Initiative• Stage• Category• Budget

Inferred through the related Organization Unit:• Objectives

Inferred through the related Objectives:• Metrics• Outcomes (aka Ideas)• Capabilities

Inferred through the related Initiative:• Epics (to display on the roadmap)

Jalapeno Quick Reference -

Jalapeno 1.27.0

Plan

What parts of the Plan are configurable?There are three key areas that can be configured in the plan;

1. Period

To create and manage periods in Jalapeno go to the Strategic Planning module of the Model Workbench, and select “Manage periods and milestones”Plan Administration (BETA) > Manage periods and milestones

In the “Model” tab and “Detail” subtab you may create and manage periods that are relevant intervals within your organization.

As part of each period definition, you may wish to create and allocate a start and end milestone. A milestone is an event that serves as a gate for the period.

2. Stage

The values used to identify the approval stage where the plan is at are configurable. To configure stages, go to the Strategic Planning module of the Model Workbench, and select “Create Plans”. Plan Administration (BETA) > Create Plans. Select the tab “Configure Valuesets” and the subtab “Related Valuesets”.Within the collapsible “Stage” section you may create, update and remove stage values and the heat-mappable colors associated with them.

For more information about managing taxonomies in Jalapeno, refer to this guide.For more information about updating fieldsets, refer to this guide.For more information about managing valuesets, refer to this guide.

Jalapeno Quick Reference -

Jalapeno 1.27.0

Plan

3. Period

The values used to note the category of plan is configurable. To configure categories, go to the Strategic Planning module of the Model Workbench, and select “Create Plans”. Plan Administration (BETA) > Create Plans. Select the tab “Configure Valuesets” and the subtab “Related Valuesets”.Within the collapsible “Category” section you may create, update and remove stage values and the heat-mappable colors associated with them.

For more information about managing taxonomies in Jalapeno, refer to this guide.For more information about updating fieldsets, refer to this guide.For more information about managing valuesets, refer to this guide.

Jalapeno Quick Reference -

Jalapeno 1.27.0

Plan

How do I create a plan?To create a plan, go to the Strategic Planning module of the Model Workbench, and select “Create Plans”. Select the “Model” tab above the plan taxonomy.

Select the new plan parent within the taxonomy and using the “Add Plan” button, create a new plan. Enter the plan name, description (optional), period (optional), Organization Unit (optional but drives the related objectives) and Initiative (optional but drives the related roadmap). Click save.

Note that your Objectives will need to be associated to your organization unit through the “Delegated to Role” relationship and Epics will need to be associated to your Initiative through the “Contributes to Improvement” relationship.

Your new plan will now be found within the plan taxonomy and within the selection dropdown on the view plan page.

For more information about managing taxonomies in Jalapeno, refer to this guide.For more information about updating fieldsets, refer to this guide.For more information about Organization Units, refer to this guide.For more information about Objectives, refer to this guide.For more information about Initiatives, refer to this guide.For more information about Epics, refer to this guide.