Reviews For Specific Item

Understand FocusPlan MiniTour: Who We Serve

Understand FocusPlan MiniTour: Our Purpose

Understand FocusPlan MiniTour: Core Values

Understand FocusPlan MiniTour: Vision

Understand FocusPlan MiniTour: What We Do

Understand FocusPlan MiniTour: Strategy

Understand FocusPlan MiniTour: Important Now

Understand FocusPlan We cannot ignore the financial impact something has on the organization. Even most non-profits must have some money to operate. In most for-profit organizations, there needs to be a solid financial return to stay open, regardless of how noble their purpose is.

Understand FocusPlan MiniTour: Focal Point Weighting

Purpose:	Core Values:	Vision:	What We Do:
Strategy :	Important Now:	Finances:	Total:

Understand FocusPlan MiniTour: Action Summary

Understand Thriving Keys MiniTour: Connection Connection: We are human, and the organization's primary and controlling system is our "human system".  People need to feel connected to other people in order to thrive. An organization needs the people that make it work to feel connected to each other.  They need to be a team. Connection to other people is actually stronger than opiate addiction.  Check out this amazin Rat Park video.

Understand Thriving Keys MiniTour: Control Control: When We say "Control", think of "Empowerment".  What we mean is that everyone needs to know they have some meaningful influence over what they are doing and even a team they are a part of. The days of people being happy just doing the same thing over and over again are well...over! The person at the "point of value", or where something meaningful happens, need to have both influence and responsibility in order to thrive. 

Understand Thriving Keys MiniTour: Progress Progress: Everyone needs to feel they are making progress at something that matters or they feel that they, as person, aren't making a difference. This is why tracking things is so important. If you don't measure it, you probably can't improve it, and if you can't improve, you aren't going to feel like you are contributing. 

Understand Thriving Keys MiniTour: Clarity Clarity: Clarity is the "wrapper" that makes everything else work.  If you aren't clear about what you are doing, why you are doing it, and how you will measure success, you are in a forest in the fog- not good. For example: How can you feel you are making progress if you aren't clear about what exactly progress is?  

Understand Thriving Keys MiniTour: Purpose Purpose: People and organizations need a purpose, or worthy cause. For the people at an organization to want to contribute to the organization's success, they need to believe that organization has a purpose greater than just making money. It is best if the people have a genuine connection to the purpose, and even better if the individual knows their own purpose and feels their work contributes to their personal purpose in life. 

An Initiative can have a related "Child" or "Parent". For example, if you have a KPI measuring "Widget Units Produced", it could have a child Project like "Refurbish Widget Production Welder". Clicking the word "Parent" will bring to you the Parent Initiative if there is one. Clicking "Top" will bring you to a list of Initiatives that have no Parents (top level).

Idea - An Initiative that is being considered but has not actually launched.
CFI - Critical Focus Initiative
KPI - Key Performance Initiative
QKH - Quick Hit - Not a Project
PRJ - Project: Fits ANY of these...
.....Has 5 distinct steps or more.
.....Involves 5 people or more.
.....Will affect $5,000 or more.
.....Will take 60 days or more.
.....Is A Nail (What's a nail?)
........For want of a nail, the shoe was lost.
........For want of a shoe, the horse was lost.
........For want of a horse, the rider was lost.
........For want of a rider, the message was lost.
........For want of a message, the battle was lost.
........For want of a battle, the war was lost.
........For want of a war, the kingdom was lost,
........All for the want of a nail. (Ben Franklin)

Yep - just the name! It is a link. Click it and this will become the top Initiative, any children will be listed below it, and the tasks/milestones etc. related to it will be in the section below that.

Description of how this Initiative will be measured. "Not everything that can be measured is important and not everything that is important can be measured." Albert Einstein.

The final responsible person. The buck stops here. "A dog with 2 owners starves"

Based on the Alignment Evaliuation how "aligned" is this Initiative with the FocusPlan. The highest possible score is 400. This is a tool or guide - not a decision maker.

Absolutely must get to this amount or there would serious damage to the company. Any Initiative that is not at Essential is in Crisis.

This is the minimum level that would be considered a success. It is what the Captain is saying he/she can and will attain.

Possible but VERY difficult. It doesn't require perfection, but it would be an impressive achievement.

Everything must go perfectly and the stars must all align. This should not usually be considered a good thing as it often is caused by something else doing very badly.

This is the measurement based on the "Unit of Measure" that this Initiative was at the last Health Report. It should indicate the Goal Level the Initiative is at.

This is the Current State reflected by the measurement (Crisis, Essential, Imperative, Stretch or Blue Sky). It is declared when doing a health report, usually by the Captain.

This information comes from the Health Report. The "H" is the Health Index and the "M" is the Maturity Index. Ideal for both is 100 and is an indication of the current likelihood the Initiative will succeed. Maturity is the depth of preparation and achievement and Health will go down if problems arise and up as they are handled. Health Reports can be viewed or submitted by clicking on this link. If it has been more than 2 weeks since the last Health Report, it will turn red.

The Captain, Keeper and Leader are expected to declare that the Initiative is well prepared or that they are willing to break the "rules" to get it moving. The Approval Delcaration is:
I Agree This Initiative('s):
1 - Success Preparation narrative Is Focused, Clear and Actionable.
2 - Milestones & Tasks are well planned and highly likely to succeed.
3 - Has the resources needed, available or planned for, and approved.
4 - Captain, Keeper and Leader each has the time, energy & focus needed to succeed. They are not over-committed endangering the success of this or any other initiatives, duties or personal well being.
5 - Leadership believes this initiative is in the best interest of the organization.
6 - I strongly believe this initiative will succeed and be on time.

This is a subjective statement from either the Captain or a team about the condition of this Initiative. A well planned Initiative that is in Crisis could be in "Average" health or an Initiative that has a Current State of "Stretch" could bein Poor health because it is going down rapidly.

Backlog - Planning but not yet started. Will not show up as an active objective
Begun - Started and will show up as active initiative
Committed - Higher priority than Begun
Completed - Finished and no longer tracking.
Abandoned - Not completed but no longer used

Allows you to View or Edit the narratives and objectives of the Initiative, depending on your access level. Generally Captains, Keepers and Leaders can edit and submit Health Reports for an Intitiative.

Allows you to create a task quickly with less detailed information. The tasks will display under this Initiative but it cannot be assigned to a Milestone etc.

Understand Reviews Reviews are incredibly important. It gives everyone the ability to evaluate how well this Initiative fits the FocusPlan, and you can make suggestions for improvement. The yellow button will take you to a short video explaining the Reviews and how to complete them.