Strategic Planning Creating Components and Adding ... · Strategic Planning—Creating Components and Adding Performance Planning Measures Course Guide Create Components Process Steps

Strategic Planning— Creating Components and Adding Performance Planning Measures

Course Guide

Strategic Planning

Creating Components and Adding Performance Planning Measures

SPPK-FR-02-CG, Version 1.0

Copyright © United Nations, All rights reserved

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Strategic Planning—Creating Components and Adding Performance Planning Measures

Course Guide

Table of Contents

About Strategic Management Application ....................................................................................... 3

About this Course Guide ................................................................................................................... 3

About Role and Responsibility .......................................................................................................... 3

Dependency ...................................................................................................................................... 4

Create Components Process Steps ................................................................................................... 5

Create a Component .................................................................................................................... 5

Edit a Component ......................................................................................................................... 7

Add Expected Accomplishments ................................................................................................ 11

Add Indicators of Achievement .................................................................................................. 15

Add an Output ............................................................................................................................ 18

Add an External Factor ............................................................................................................... 21

Including Measures Process Steps .................................................................................................. 24

Adding a Measure to an accomplishment................................................................................. 24

Adding a Measure to an Indicator of Achievement .................................................................. 26

Adding a Measure to Outputs ................................................................................................... 31



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About Strategic Management Application

The Strategic Management Application (SMA) provides the strategic planning functionality of strategic planning, budgeting and performance management (SPPM). The tool facilitates the creation and maintenance of strategic and programmatic plans, as well as the programmatic aspects of all projects such as: project log frames. SMA hosts all applicable strategies of the organization and individual organizational entities, allowing a bird’s eye view of strategic management. It provides mandatory programmatic frameworks required per established budgetary processes and procedures such as: Annual Peacekeeping Result based budget frameworks and Annual Programme Plan, formerly known as the Biennial Strategic Framework. It also enables the organization's strategic plans and frameworks to link to objectives, outcomes, outputs, projects, and other deliverables.

About this Course Guide

The purpose of this Corse Guide is to supplement the Strategic Planning for Annual Peacekeeping Budget - Creating Component and Adding Performance Planning Measure course, and to detail the steps required to complete the following activities:

• Create and edit a Component

• Add Expected Accomplishment and External Factors to a Component

• Add Indicators of Achievement and Outputs to an Expected Accomplishment

• Add Performance Planning measures to indicators of Achievement and Outputs

About Role and Responsibility

There are two different roles available in the strategic management application: SMA Planner and SMA Approver. The SMA Planner performs the following functions:

• Accesses, the SMA Strategy Definition Application

• Creates and maintains strategic and programmatic plans

• Creates the project log frames for transmission to SAP PPM Also note that the SMA Planner roles are entity-based. Users can only create and maintain SMA data for entities for which they are provisioned. They can maintain all SMA data for their respective entities without restrictions and may be provisioned for multiple entities The SMA Approver performs the following functions:



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• Accesses the SMA Approval application.

• Reviews, approves or returns strategies submitted from the Strategy Definition Application Note: “Approval” is meant generically as a workflow step. Moreover, approval levels are defined by entity and strategy types. Up to four approval levels are available per entity and strategy type.

Dependency

Components, Expected Accomplishments, External Factors and Performance Planning measures detailed in this Course Guide are linked to the higher element Strategy.

king Interactions



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Create Components Process Steps

Create a Component In the example detailed below we will create a Component linked to a Strategy called RBB Framework for UNIFIL.

1. Click the Create Component button.

2. In the screen that displays, write the name of the Component. For this example, we have chosen Component 1: Peace and Security in Southern Lebanon.

Please note that this is a child linked to the RBB Framework for UNIFIL Parent. That is, the Peace and Security in Southern Lebanon is linked to a higher element which is our RBB Framework for UNIFIL.



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3. Click on Save to continue.



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Edit a Component

1. Click Edit to select the Functional area of the Component we have just created.



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2. Click on the Display List button located to the right of the Functional Area text box.



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3. A list displays with the available Functional Areas, click on the one that applies.

4. The selected Functional Area will display in its corresponding text box.



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5. Enter the Long Description in the Description field. For this example, we have left this field

blank.



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Add Expected Accomplishments In the next step we will add an Expected Accomplishments to the Component we have just created, that is, Peace and Security in Southern Lebanon.

1. Click the Framework icon.



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2. In the Framework tab, click the Plus icon displayed in the Expected Accomplishments Section.

3. Enter the Expected Accomplishment description in the Description text box.

4. Enter the Short Name or Number. The Short Name or Number is optional.

5. Click on Save



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6. The newly created Expected Accomplishment Peace and Security: Restoring international peace and security in Southern Lebanon appears on the screen

Please note that we can add many Expected Accomplishments the same way. The Expected Accomplishments will appear listed in alphabetical order. In the example below, we have added: Normalization and Stable environment as two new expected accomplishments to show how they are listed in alphabetical order.



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Add Indicators of Achievement We will now create an Indicator of Achievement for our Expected Accomplishment.

1. Click on the Plus icon.

2. A new window opens to Create the Indicator of Achievement for the Expected Accomplishment Restoring international peace and security in southern Lebanon.

3. Enter the Description in the Description text box (e.g. Participation by concerned parties in tripartite meetings and maintenance of liaison coordination arrangements).

4. Select the Measure (the option for this field are: Percentage, Quantitative or Qualitative)



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5. Click the Save button

Note: both Description and Measure are mandatory fields.



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6. Once saved a message stating that the Indicator of Achievement has been created will appear.



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Add an Output We will now Create an Output.

1. Click the Plus icon.



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2. When Create Output window opens, insert the Short Name or Number - optional field

3. Enter the Description – mandatory field (in this example: 8 fact-finding missions, in addition to field visits, to monitor and verify allegations of violations of international humanitarian law and violations and abuses of human rights)

4. Select the Measure - mandatory field

5. Click Save



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6. The Output we just created appears below the Output section.



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Add an External Factor We will now create an External Factor in the same way.

1. Scroll to the end of the page.

2. Click on the Plus icon button to the right of the External Factors section.

Note that the External Factor will be created at the Expected Accomplishment level.



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3. The Create External Factor window opens.

4. Enter a description of the External Factor in the Description (e.g. Change of the mandate during the reporting period.)

5. Click Save.



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7. After saving, the new External Factor will appear below the External Factors Section of our Component.



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Including Measures Process Steps

Adding a Measure to an accomplishment

Next to Expected Accomplishments, Indicators of Achievement and Outputs, we find glasses icons which are used to include measures: these are the Display Item icons.



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1. Click the Display item button for the Expected Accomplishment

2. The Projects and Details tabs will appear.

3. Review the Projects and Details tabs content.

4. Click the Back button to return to the Framework section.



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Adding a Measure to an Indicator of Achievement Now we are going to add measures to the Indicators of Achievement.

1. Click on the Display item icon located to the right of the Indicator.



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2. Click on Edit to add the Means of Verification.



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3. Select the Measure type from the dropdown menu.

The available Measure type are: Percentage: Allows decimals. Qualitative: Allows Text

Quantity: Allows Integers only.



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4. Enter a text in the Means of Verification field (e.g. Survey and evaluation)

5. Then click Save.

6. Click on the Performance tab plus button to Create a Measure.



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7. To create this Measure for the Indicator of Achievement section, we will now enter all mandatory fields:

• Type

• As of Date

• Remarks

8. Once finished, click on Save.

9. The saved Measure displays on the Performance Planning Table.



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Adding a Measure to Outputs



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1. Click on Display item of the Outputs section.

2. The Performance and the Details tabs become available.



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3. In the Performance tab we will click on the plus button situate on the right of the screen.

4. To create this Measure we need to populate all mandatory fields:

• Type



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• As of Date

• Remarks

5. Once finished, click on Save.

In the Details tab, click on the Edit button.



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6. Select the Measure (Quantitative or Qualitative) from the dropdown menu.

7. Click on the Category Display List icon.



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8. Select the appropriate option (e.g. Conference services, administration, oversight).



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9. Click on Save.



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10. Once you have review your entries, click the back-arrow button to return to the main screen again.



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Strategic Planning Creating Components and Adding ... · Strategic Planning—Creating Components and Adding Performance Planning Measures Course Guide Create Components Process Steps

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