We've jerryrigged Workfront into tracking our Strategic Plan. Our Strategic Plan has several layers - Thematic Goals, Defining Objectives, Standard Operating Objectives, Projects, then Milestones. On the back end, we have a separate Portfolio just for the Strategic Plan and a Program for each unit that has Strategic Plan items (Academics, IT, Fiscal, Marketing, etc.). The Standard Operating Objectives (SOOs) are Projects within the appropriate Program. The Projects are Parent tasks within the appropriate SOO project, and Milestones are subtasks under the Parent tasks. We have a Project Custom Form attached to every SOO project the maps the SOO to the appropriate Defining Object and Thematic Goal as well as identify other key fields such as the fiscal year and owner. We have a request queue setup that we update with the correct custom forms quarterly where identified users will go in and provide updates on their items. We run reports to aggregate updates and put them into a one pager to be sent to our Board. We also run reports when we prepare for upcoming quarters to see what was reported as Cancelled or Complete in the last quarter so we can remove them as options that need to be reported on. Let me know if you want additional information or clarification on anything I said here. I'm happy to provide more information. Mohini Sinha, CSM Project Coordinator Excelsior College
