Description
The Planner is ProcessPro's strategic planning module. It helps organisations break down their strategic objectives into structured, trackable plans — complete with focus areas, goals, ownership, and progress tracking.
Think of the Planner as the bridge between high-level strategy and day-to-day execution. Instead of strategy living in a slide deck that no one reads, the Planner puts it directly into the hands of the people responsible for making it happen.
Why Use the Planner?
Visibility — Everyone in the organisation can see what the strategic priorities are and who owns them.
Accountability — Goals have owners, due dates, and status tracking. No more "I thought someone else was doing that."
Alignment — Focus areas ensure goals roll up to strategic themes, not just random tasks.
Progress Tracking — Gantt charts, status indicators, and snapshots give leadership real-time visibility.
Quick Steps
Navigate to Plans from the left-hand navigation menu.
You'll see the Plans summary page — a table listing all plans with their title, owner, group, status, and dates.
Use the Add button to create a new plan.
Click any plan name to open its Plan Detail Page where you manage focus areas and goals.
Key Concepts
Concept | What It Is |
Plan | The top-level container. A plan has a title, owner, group, and one or more focus areas. |
Focus Area | A strategic theme within a plan (e.g., "Customer Experience", "Operational Excellence"). Goals sit inside focus areas. |
Goal | A specific, trackable objective with an owner, due date, and status (Draft or Active). |
Template Hierarchy | A pre-defined structure of goal templates. Must be configured before you can create goals. |
Plan Statuses
Draft — The plan is being built. Not yet visible to the wider organisation.
Published — The plan is live. Published plans show a version number (e.g., v1.0).
Important: You must set up a Template Hierarchy on a plan before you can create goals. Without it, the "Add Goal" button will show a validation message.
Further Information
Create a New Plan — Step-by-step guide to creating your first plan.
Navigate the Plans Summary Page — Understanding filters, search, and bulk actions.
Plan Detail Page Overview — Tour of the plan workspace.