Step 1 – Define an Initiative
Use the existing templates to define each strategic plan initiative such as launching a new product or creating a new market entry strategy. Describe the strategic initiative, add key start and completion dates and even financial expectations. You can also custom or add more questions to suit your specific needs.
Step 2 – Group the Key Elements
Group the main activities together for your strategic plan so that they are easily shared and reviewed. You can relate things to a particular strategic initiative, list the team members and keep track of the status of any set of activities.
Step 3 – Add the Action Items
The key feature of the system is the action item management. For each strategic plan element you can easily create and assign specifc action items and track their progress while the strategic plan is being implemented. The action items represent all of the things required to execute fully on a particular element of the strategic plan.
While your strategic plan is being executed RapidInfluence provides a number of ways to track the progress and help people along the way. You can monitor recent activity to see what is being done and you can use the visual aspects of the dashboard to get a quick sense of how things are faring overall.