Your company Plan and Automating Progress Reporting

PlanHQ Whats Coming Up | Tim Norton | 1 Comment

We’ve got some major changes in the pipeline to the way you view your company plan and generate automate, progress reports against this plan. This is something up and coming that we want your input on, so let us know your thoughts.

Here are the initial design concepts we’ve done. (click on them to zoom). We’ve used some real goals from our own product plan so we can illustrate what a plan in progress looks like for the product area of a business like ours. (Thanks to the customers who have input so far)

This Period

When you look at the current period, you see a both your plan and the progress you’ve made towards achieving it, making this a truly living plan that you and your team can mobilize around achieving.

planhq reports this quarter

The Plan

You can map out your company plan for the periods ahead. Periods without plans show as being sleepy, reminding you that you’ve got to make plans.

planhq reports next quarter

The Progress

Once you pass through a period (a month, a quarter, a year), you cam always look back at your progress reports, which show you what you’ve completed, what you made progress on and how you tracked financially against budget.

planhq reports last quarter

1 person has commented on this post

  1. I see this includes references to actions. Incorporating actions into the progress is critical. If reported in the right way I believe “Actions” are indicative of activity. The number of “Actions” in our business is probably going to be more indicative of progress than the number of Goals achieved, with the way we use Plan HQ.

    Perhaps a graphical representation of Goals completed, actions completed, and so on over time would be valuable. A graphical representation of Goals and Actions would be valuable anyway as I think; as a manager I can then see what sort of activity we are doing, and look into things if I see completed Actions have dropped over time, or in the last week and so on.

    Keep up the good work!

    Chris Bryant | Sep 8th, 2008 at 2:22 am

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