Concept Behind 'CPM' Module:
Everyone in the organization is automatically linked to the strategy Map so everyone understands the goals and their role in that plan and the benefits that would come related to them. We are able to include employee latent and aspirational needs gather information from appraisal questionnaire and using AI to help in succession planning. Thus changing an employee individual goals to team goals and further team goals to organizational goals - the thinking shifts from forcing employees to managing employees.
The CPM module has a strong activity engine that helps in delegating a plan to actions and simultaneously creating score for KRA and KPI.
Once all the strategic planning has been made, the plan has to be executed which is done by people. Hence, the company requires people to work to accomplish the goals.
To get the people, the company needs to segregate these work requirements on the basis of different Tasks , Functions and Responsibilities so that it can find the right person to do the right work based on the required competencies which may be educational, experience, skills, endurance, etc.
The CPM provides a Utility based Business planning engine that helps create Mission statements broken into objective statements followed by measurable strategic Plans.
Create Strategy:
Once organization titles are created then strategy can be created and planned down with Goal, Objectives, Initiatives and Tasks.
Organizational Goals will be defined here initially and based on those goals Objectives will be created I order to achieve those goals. Further to that Objective will be divided into Initiatives than Task; Milestone will be created to achieve those initiatives. Objectives could be grouped by perspectives itself.
- On initial screen this will give the company name for which goals, objectives need to define.
- Right click on company name and Select the option from the list.
- Click on New- Map option to create a new strategy map.
- Select the job from the drop down menu item. (this will come from guide page of job if created already there)
- Enter the Name of Strategy Map user wish to enter.
- Enter the description regarding that Strategy Map.
- If that strategy is linked with Appraisal Form, check this option.
- Select the status as ‘Active’ and click on ‘Save’ button to save this strategy map.
Create Perspective:
- Click on New- Perspective option to create a new perspective under any Strategy Map.
- Select the Job from the drop down list (this will come from guide page of job if created already there)
- Enter the name of Perspective along with its description.
- Select the strategy map under which this perspective come or relates.
- Mark the status as ‘Active’ and click on save button to save this record.
Create Objective:
This form is used to create particular objective based on organizational Goals.
- Select the job from the drop down menu.
- Enter the Objective Name and its description. Select the Parent objective if created already, otherwise leave it blank.
- Select the company for which this objective is created from the drop down.
- Define Start Date of this objective and define Target date too.
- Select the Responsible name from the drop down menu. (responsible designation will be displayed in the drop down and here need to select the responsible designation for that particular objective)
- Select the Perspective from the drop down under which this so created object falls.
- Select ‘Active’ as status and click on ‘Save’ button to save this objective into record.
Define Initiatives:
This form is used to define initiative against any particular Objective as defined for specific goal of organization.
- Select the job from drop down menu item.
- Enter the name and description of Initiative to create.
- Select the Objective under which this initiative comes including Child objective if created earlier.
- Select the department this initiative belongs to.
- Select the location of that department from the drop down menu.
- Select the responsible title (virtual designation) from the given drop down menu; Select the Decision maker too from the drop down menu.
- Select the Initiative if it affects to any particular initiative.
- Select the Status Algorithm from drop down like manual status, average status, worst status, best status, first or second status etc.
- Select the progress algorithm too from the drop down menu.
- Select the visibility as true or false, and also select the authority from the drop down menu.
- Select the Meeting from drop down if there is any particular meeting is already defined against this particular initiative.
- Select the approval method as Manual or automatic.
- Select the status as ‘Active’.
- Enter the priority and select the affected Objective from the drop down menu.
- Enter the Due date and Start date of this initiatives.
- Select the KPI from the drop down menu, by which this initiate is linked.
- Click on ‘Save’ button to save this Initiate.
Create Task:
Through this form Tasks can be created in order to achieve any initiative/ objective based on organizational goals.
- Select the Job from drop down menu if create inside guide page.
- Select the form from drop down menu if that form is available inside guide page related to this task.
- Enter the Subject of task going to create. Also enter the start date for performing that task and the duration in days or hours.
- Select the company name from drop down menu under which this task falls; Select the department, category and location from the drop down menu.
- Set the priority as low/ high/ medium from drop down. Select the Approval method as manual or automatic and select the completion process of any task as manual or online.
- Set the remind if any, select the Status as ‘Active’ and if this affects any Objective than select the objective as already created from the drop down menu.
- Select the responsible Title (virtual designation) for that task from the drop down menu.
- Check if this task should be allotted automatically or select Must Allot option on form.
- Select the flexibility of that task as controllable or UN controllable.
- Select the Tracking option for particular task as Time variant or time in variant.
- Select the ‘Inform’ Title and Owner of that task from drop down menu.
- Enter Help, Tutorial or URL related to that task if available. Select Checklist from the drop down too.
- Select the initiatives and KPI from the drop down menu, Link this Task with any KPI to check the performance in appraisal.
- Later doing this, there is a list of available tasks and here, admin can select the particular task from the list to make child task.
- If this task is recurring task than check on recurrence option and if that task is allowed for forwarding than check on Forward Task option.
- Finally, click on ‘Save’ button to save this task.
Create Milestone:
Using this form Milestone can be created against particular KPI or Initiative decided as per organizational goals.
- Select the Job from drop down menu and Form name if available inside Guide page; this will come from the guide page.
- Enter the Subject of Milestone and enter the Start date and end date of project/ milestone.
- Select the company name, Department and Location from the drop down menu including priority of that milestone/ project.
- Set reminder, put the status as Active and select the category if any from the drop down.
- Select the approval method as Manual or Automatic.
- Select the responsible Title and KPI by which admin want to link this milestone.
- Select the Flexibility mode, tracking method, owner of that milestone.
- Enter the Help, Tutorial and URL if any related to that Milestone.
- Select the Initiative from drop down under which that particular milestone falls.
- Later doing this, there is a list of available tasks and here, admin can select the particular task from the list to make child task.
- Click on ‘Save’ button to save this milestone.