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Strategic Program Planning

Topics

Strategic Program Planning - Getting Started
Introduction to strategic program planning, strategy portfolios, the roadmap, and strategy view.
Pages: 5
Mastering Strategic Program Planning
Detailed information on strategic program planning, strategy portfolios, the roadmap, and strategy view.
Pages: 10
  • Strategy Roadmap in Planview Enterprise
    This article explains how to navigate to the Strategy Roadmap in Planview Enterprise and describes various elements of that roadmap.
  • Comparing or Hiding Dates on the Strategy Roadmap in Planview Enterprise
    This article describes using roadmap display buttons to compare or hide dates on the Strategy Roadmap. The article also includes a link to some examples of the information the roadmap displays as you select options on those buttons.
  • Options of the Strategy Roadmap Display Buttons
    This article describes options that let you compare or hide dates on the Strategy Roadmap in Planview Enterprise.
  • Tasks that Help You Manage a Strategic Plan or Outcome Plan
    This article includes links to other articles relevant to some of the tasks you can perform while viewing the Strategy Portfolio View screen or Outcome Portfolio View screen
  • Examples of Strategy Roadmap Display Button Settings
    This article includes examples of the information that displays as you select options on roadmap display buttons that let you compare or hide dates on the Strategy Roadmap in Planview Enterprise.
  • Strategic Planning
    This article describes what strategic planning is, explains who typically undertakes strategic planning, and provides a list of things those users need to do to create a strategic plan for your organization.
  • Creating Strategy Portfolios
    This article describes creating Strategy portfolios. Such portfolios help you group strategic entities and other types of entities you want to include in a strategic plan.
  • Strategy Portfolio View Screen Basics
    Users access the Strategy Portfolio View screen as described in this article. The article also provides information about some of the screen's elements.
  • Strategy View Screen
    This article describes navigating to the Strategy View screen, which consolidates strategy attributes into one view. The article also includes a brief description of the screen's various tabs.
  • Setting Display Preferences for the Strategy Portfolio View Screen and Roadmap
    This article describes setting preferences that let you show or hide rows on the Strategy Portfolio View screen, control which elements display on the Strategy Roadmap, set the colors of that roadmap's elements, and change the timescale of the roadmap's timeline.
Strategic Program Planning Overview: For More Information
Supplemental information for Strategic Program Planning.
Pages: 3
  • Lean Governance and Program Management: Ensuring Value through Ongoing Strategic Planning
    Ongoing planning and prioritization of active programs and projects is vital for three reasons: to ensure alignment with portfolio objectives and strategies; to ensure that costs and benefits are effectively tracked; and to remain flexible and agile with the changing business environment. This best practice offers a model for integrated top-down and bottom-up planning in a lean and agile fashion, with program management playing a key role.
  • Establishing Governance and Planning Boards and Committees
    No matter how well a program or project is managed, business change is inevitable, and ongoing planning and prioritization is crucial. This best practice outlines the planning councils and committees that are recommended for effective ongoing planning and prioritization.
  • Strategic Management FAQ
    These frequently asked questions cover general information on strategic planning in Planview Enterprise. Sign in to access this FAQ article.
Strategic Program Creation - Getting Started
Basics of creating strategic plans and strategies.
Pages: 7
Mastering Strategic Program Creation
Detailed information on creating strategic plans and strategies.
Pages: 7
Strategy Portfolios
Creating strategy portfolios, using the Portfolio Manager tile, summarizing and rolling up financial data.
Pages: 12
  • Strategic Management - Create a Strategy Portfolio
  • Schedule Screen Elements for a Strategic Entity
    This article describes the elements of the Schedule screen that you can use to review and change details about the strategic planning schedule and milestone information relevant to a specific strategy. Whether the screen also includes elements relevant to release information depends on your system's configuration.
  • Work with Strategy Portfolios 14
    This article goes over important concepts for working with strategy portfolios and provides links to creating, editing them as well as summarizing, and rolling up portfolio data. This article applies to Planview Enterprise 14.
  • Create a Strategy Portfolio
    This article shows how to create a portfolio of strategies to work with. This article applies to Planview Enterprise 14.
  • Edit a Strategy Portfolio
    This article goes over how to edit the content of a Strategy portfolio. This article applies to Planview Enterprise 14.
  • Invite Other People to View a Strategy Portfolio
    This article explains how to invite people to view the data in a strategy portfolio you have created. This article applies to Planview Enterprise 14.
  • Adjust the Strategic Hierarchy using Tree, List, and Group
    This article describes how to use the Tree, List, and Group buttons to adjust the strategic hierarchy display. This article applies to Planview Enterprise 14.
  • Understand Summarization, Roll Up, and the Financial Load
    This article gives background information and notes about how roll-up, summarization, and the financial load process work in Planview Enterprise. This article applies to Planview Enterprise 14.
  • Roll Up to Program Budgets
    This article provides basic instructions for rolling up financial data into programs.This article applies to Planview Enterprise 14.
  • Spread Down Budgets to Work
    This article provides basic instructions for spreading down financial budgets to work/projects.This article applies to Planview Enterprise 14.
  • Summarize Strategic Budgets
    This article goes over the concepts involved with summarizing financial data for a Strategic portfolio, and how to turn summarization on and off. This article applies to Planview Enterprise 14.
  • Summarize Program Budgets
    This article goes over how to use the summarization functionality in a strategic portfolio. This article applies to Planview Enterprise 14.
Work and Outcome Association with Programs - Getting Started
Basics of associating and work and outcomes to strategic plans.
Pages: 4
  • Associate Work and Outcomes to Programs 14
    This article discusses the organization of the strategic structure and how program, work and outcome associations work. There are also links to instructions for allocating projects and outcomes to programs. This article applies to Planview Enterprise 14.
  • Associate a Project with a Program
    This article goes over how to associate projects/work to programs. This article applies to Planview Enterprise 14.
  • Associate an Outcome to a Program
    This article explains how to associate an outcome to a strategic program. This article applies to Planview Enterprise 14.
  • Initiate Work from Programs
    This article goes over how to add a project/work from the Strategy Portfolio Manager. This article applies to Planview Enterprise 14.
Mastering Work and Outcome Association with Programs
Detailed information on associating work and outcomes to strategic plans.
Pages: 6
Inter-Project or Program Dependencies - Getting Started
Basics of creating dependencies among projects and programs.
Pages: 4
Mastering Inter-Project or Program Dependencies
Details on creating dependencies among projects and programs.
Pages: 2
Strategic Baselines - Getting Started
Basics of creating and managing strategic baselines, using the roadmap.
Pages: 8
  • Create and Manage Strategic Baselines on Strategic Portfolio Manager 14
    This article gives some background on the Portfolio Manager tile on the Strategies menu, and explains how baselines created there are used. Links to working with this tile and baselines are included. This article applies to Planview Enterprise 14.
  • Review Strategic Baselines on the Roadmap
    This article gives some concepts for interpreting what you see on a strategic baseline and provides some examples. This article applies to Planview Enterprise 14.
  • Compare Strategic Baselines on the Roadmap
    This article shows how strategic baselines can be compared on the strategic program roadmap. This article applies to Planview Enterprise 14.
  • Create Financial Baseline using Copy Plan
    This article shows how to create a strategic baseline by manually copying to the appropriate version. This article applies to Planview Enterprise 14.
  • Create Financial Baseline with Lifecycles
    This article shows how to create a strategic baseline by means of a lifecycle step. This article applies to Planview Enterprise 14.
  • Save Strategic Data to a Baseline
    This article gives information on the importance of target dates and actual schedule dates in a strategic baseline, and explains how to save strategic data to a baseline. This article applies to Planview Enterprise 14.
  • Export Strategic Data
    This article shows how to export strategic data into Excel, PDF PowerPoint or Power BI format. This article applies to Planview Enterprise 14.
  • Adjust Strategy Portfolio Preferences
    This article goes over the preferences that you can set for displaying strategic portfolio data. This article applies to Planview Enterprise 14.
Mastering Strategic Baselines
Detailed information on creating and managing strategic baselines, using the roadmap.
Pages: 3
Program Roadmap and Status - Getting Started
Basics of tracking the schedule, milestones, releases, and dates for strategic programs via the roadmap.
Pages: 6
  • Track Program Roadmap and Status 14
    This article provides important background information and guidelines on the strategic roadmap, including its components and organization. There are also links to articles on using and working with the strategic roadmap and updating program status. This article applies to Planview Enterprise 14.
  • Set Strategic Roadmap Display and Date Preferences
    This article explains how to set preferences for how elements of the strategic roadmap are displayed. This article applies to Planview Enterprise 14.
  • Review and Edit the Program Schedule
    This article shows how to quickly access and manage the schedule for a strategic program. This article applies to Planview Enterprise 14.
  • Manage Program Milestones and Releases
    This article gives instructions for adding milestones and releases to a program's schedule from the roadmap. This article applies to Planview Enterprise 14.
  • Understand Milestone and Release Management
    This article provides some concepts and useful tips for working with milestones and releases on the strategic program roadmap. This article applies to Planview Enterprise 14.
  • Update Program Status
    This article shows the two ways to view or update the status of strategic programs. This article applies to Planview Enterprise 14.
Mastering Program Roadmap and Status
Detailed information on tracking the schedule, milestones, releases, and dates for strategic programs via the roadmap.
Pages: 4
  • Managing Strategic Milestones
    This article describes creating, editing, and deleting strategic milestones. The article also describes manually entering a strategic milestone's progress  on the Work and Resource Management screen.
  • Schedule Screen Elements for a Strategic Entity
    This article describes the elements of the Schedule screen that you can use to review and change details about the strategic planning schedule and milestone information relevant to a specific strategy. Whether the screen also includes elements relevant to release information depends on your system's configuration.
  • Reviewing Milestones for a Strategy Portfolio
    This article describes reviewing milestones relevant to strategic entities at the planning level within a particular Strategy portfolio.
  • Reviewing Schedule Dates, Milestones, and Releases for a Strategic Entity
    This article discusses reviewing dates relevant to a strategic entity's schedule and details of the entity's milestones. If your system's configuration supports associating a strategic entity with releases, you can review information about those associations as described in this article.
Strategic Portfolio Tiles and Column Sets
This topic covers the tiles and column sets that are used on the Strategy Portfolio View and Strategy View.
Pages: 6
  • Review Strategic Portfolio Tiles and Column Sets 14
    This article introduces the tiles and column sets that are unique to the Strategies menu, and includes links to articles on working with them. This article applies to Planview Enterprise 14.
  • Review Strategic Portfolio Tiles
    This article shows how to access the report tiles on the Strategy portfolio ribbon. This article applies to Planview Enterprise 14.
  • Manage Strategic Column Sets
    This article discusses how to create and manage column sets used in strategic program management. This article applies to Planview Enterprise 14.
  • Review Strategy View Tabs
    This article explains how to use the tabs on the Strategy View screen. This article applies to Planview Enterprise 14.
  • View Strategy Published Rank Columns
    This article discusses how to view published rank columns in the Strategy Portfolio View. This article applies to Planview Enterprise 14.
  • Use Analyze to Create Custom Strategic Tiles
    This article goes over how you can use the Analyze tile on the Strategy Portfolio View screen to create charts of your strategic data. This article applies to Planview Enterprise 14.

Content

This course shows how to create portfolios of strategic programs, associate work and outcomes to a strategic plan, deal with dependencies among components of strategic plans, work with the program roadmap, and work with strategic baselines. Use the Getting Started topics to learn from our training material, and the Mastering topics for more detailed product help content. This course falls under the Strategic Management capability.