Quick start user guide
Contents
1. LunarChart Report Referral business Total 5 recurring partners Emulated by competitors Customer survey results Customer referrals Quality 4 3 4 3 1 3 Completed 5 Refurbished 2 3 in construction Stable happy Hinh narfnrmanra Continual My Tasks Targets amp Outcomes December 2013 Targets Improvement Transfer Does Help E December 2010 Outcomes Pre eminent Company in Niche Delighted Residents Balanced Client Base Well Established in Industry Best Team Total Customer Focus 4 hd Page 3 Version 2 0 strategyconnect gt gt gt 2 2 1 Targets Outcomes amp Pathways View Details If the cursor is moved over a Pathway or Target Outcome the area becomes active You can click on the pencil icon of the Targets Outcomes and Pathways to view further details Plans Strategic Plan LunarChart Report My Tasks Reports News ABC Company 2010 2013 Blog Docs Help Milestones Targets amp Outcomes December 2010 Milestones December 2013 Targets December 2010 Outcomes 4 CRN installed Happy customer with referral business being a Referral business Pre eminent Company in Niche 3 tracked utilised Total 5 recurring partners Emulated by competitors 2 Improved reporting structures Customer survey results Delighted Residents Customer referrals E Quality 3 Brand and values established and articulated 1 3 Balanced Client Base 0 1 3 1 3 4 Business Leader eng2. Features Login Navigate to www strategyconnect com au and enter your User Name and Password Note these will be sent to you by your Company Administrator strategyconnect Login Username Password Forgotten your password EN Select Plan Once logged in the Organisations box will list the Organisations you are eligible to see eg ABC Company Click on the desired organisation The plans associated with this Organisation will appear in the Plans panel to the right Click on the chosen plan then click the Open Plan button or double click the plan StrategyConnect Quick Start User Guide 2011 Page 2 Version 2 0 Organisations O Select the Organisation you wish to view 2 2 One Page Plan strate gt gt gt gyconnect Open Plan Once the plan is opened the Strategic Plan page will display This page displays a summary of the strategic plan and serves as the main page to navigate to other areas of the plan Plans Strategic Plan ABC Company 2010 2013 Milestones December 2010 Milestones CRN installed Happy customer with referral business being aa tracked utilised 2 Improved reporting structures 3 Brand and values established and articulated 4 Business Leader engaged and effective in new role 5 Establish 3 new relationships and started 2 projects Pathways Understand Brand Organisation Key The Value Structure amp Relationships Market Capabilities StrategyConnect Quick Start User Guide 2011
3. File Clicking the Go button will create a PDF of the report which can be directly printed or saved as a file Plans Strategic Plan LunarChart Report My Tasks ABC Company 2010 2013 Blog Dos Help 9 LunarChart Report 07 Apr 2010 05 10 PM ABC Company 2010 2013 Dec 2010 Milestones Owner Apr 10 Jul10 Oct10 Jan11 Confidence CRM installed Happy customer with referral business being Admin ABC ar an P racked utilised Company Nyt NY pan Shere 1 NI NA Brand and values established and articulated N pl parker Business Leader engaged and effective in new role G w o Estabish 3 new relationships and started 2 projects v e D T Ned al Developed independent culture and customer focus ir AT Na af Plans Strategic Plan LunarChart Report My Tasks News ABC Company 2010 2013 Blog Docs Helpo strategyconnect i LunarChart Report Quarter 1 07 Apr 2010 05 58 PM ABC Comoanv 2010 2013 Milestone Quarter 1 Opening Situation Quarter 1 Target Owner Contidence CRM installed Happy customer Some happy customers No Research CRM s Decide on with referral business being CRM Not leveraging and implement CRM Company tracked utiksed relationships for referrals Tangible Outputs Contributors Comparison table of top 3 offers Admin ABC Company Quarter 1 Opening Situation Quarter 1 Target Owner Currently too many unproductive Researched information sharing Admin ABC meetings tool Company Tangible Outputs Co
4. aged and effective in new role Completed 5 Well Established in Industry Refurbished 2 3 in construction 5 Establish 3 new relationships and started 2 projects Stable happy Best Team Hinh narfnrmanre Pathways Understand Brand Organisation Key Innovation Continual Total The Value Structure amp Relationships IP Improvement Customer Focus Market Capabilities Transfer A popup with extra details for the Pathway or the Target Outcomes will appear Click on the red x to exit back to the full plan Targets amp Outcomes Dec 2013 Targets Dec 2010 Outcomes Stable happy Best Team High performance Culture review results All member involvement in performance based reviews Team work and positive culture shift Pathway for ABC Company 2010 2013 Title amp Description Agree brand architecture Resolve conflict issues Build communication and articulation process Use Values and Culture diagnostic on current operation StrategyConnect Quick Start User Guide 2011 Page 4 Version 2 0 strategyconnect gt gt gt 2 3 Milestones All users have the ability to view milestones and all the information related to the Milestone However only the Milestone Owner will be able to edit the Milestone and must be logged in with their user name and password The following screenshots demonstrate how to edit Milestones The same steps can be followed by users with Read Only access 2 3 1 Milestone Overview On th
5. ave Settings Organisation 6 im XYZ Corporation StrategyConnect Quick Start User Guide 201 1 Page 15 Version 2 0 strategyconnect gt gt gt Subscription Settings Options i would like to receive emails when someone adds a Blog entry would like to receive emails when someone adds a Milestone Blog entry Save Settings StrategyConnect Quick Start User Guide 201 1 Page 16 Version 2 0
6. details to be entered The initiatives text box details the activity that will be taken towards achieving the stage quarter Target Tab across or click inside the Tangible Outputs fields to enter details for the results or evidence of completing each initiative within a stage quarter Plans Strategic Plan LunarChart Report My Tasks Reports News ABC Company 2010 2013 Blog Docs Help Milestone Initiatives Milestone 1 P Quarter 1 View Milestone Q Opening Situation amp 90 Day Target Some happy customers No CRM Not leveraging relationships for referrals Research CRM s Decide on and implement CRM Initiatives Initiative Phases Tangible Outputs Contributors Research what is on offer Get to 3 top preferred Comparison table of top 3 offers Admin ABC Company CRM suppliers Add Contributor vax Adding Contributors Click on the Add Contributor button the names of all the users who the initiative can be assigned to are displayed Tick all the contributors who should be assigned to the initiative Click Save Contributors Select owner Select Owner Jl Admin ABC Company Save Contributors StrategyConnect Quick Start User Guide 2011 Page 8 Version 2 0 strategyconnect gt gt gt 2 4 LunarChart Reports The LunarChart Report page is a snap shot of how progress is tracking for all milestones The highlighted stage denoted by the black outline shows the current active s
7. e Strategic Plan page clicking any of the Milestones will take you to the Milestone Overview page Plans Strategic Plan LunarChart Report My Tasks Reports News ABC Company 2010 2013 Blog Docs Help amp Milestone Overview Milestone 1 v gt Quarter 1 v View Initiatives Q Share Milestone Add Milestone estere Ain ABE Company PD Quarter 1 Opening Situation amp Quick View Docs 12 02 2010 14 04 Admin ABC Company a Researched several coys amp met with 3 Some happy customers No CRM Not leveraging relationships for referrals preferred CRM providers Preparing comparison table cure get Research CRM s Decide on and implement CRM Each 12 month milestone is broken down into stages typically 4 and referred to as Quarter 1 Quarter 2 Quarter 3 and Quarter 4 The stages quarters make up the 12 month Milestone so the current stage quarter is a step to achieving the Milestone Edit Details The following details on the Milestone Overview page can be edited if logged in as the Milestone Owner e The Milestone Description states the Milestone to be achieved in 12 months time lt should state the desired end state e The Opening Situation details the current status of the Milestone at the beginning of the stage quarter e The Stage Quarter Target details the target and or achievements by the end of the stage quarter StrategyConnect Quick Start User Guide 201 1 Page 5 Version 2 0
8. g and Save your blog will automatically date and record your name against the blog By clicking directly on the listed blog the author of the blog can update or delete it ap 12 02 2010 14 04 Admin ABC Company a Researched several coys amp met with 3 preferred CRM providers Preparing comparison table 2 3 2 Initiatives Each milestone has an Initiatives page associated with it The Initiatives page further breaks down each stage quarter into a set of Initiatives which can be assigned to individuals to work on The Initiatives page is accessed by clicking on the View Initiatives button on the Milestone Overview page Plans Strategic Plan LunarChart Report My Tasks Reports News ABC Company 2010 2013 Blog Docs Help amp Milestone Overview Milestone 1 v aufrer 1 view initia ves CG Share Milestone Add Milestone Milestone 1 Admin ABC Company 5 80 Biog O Quarter 1 Opening Situation Docs 12 02 2010 14 04 Admin ABC Company z Q Researched several coys amp met with 3 Some happy customers No CRM Not leveraging relationships for referrals preferred CRM providers Preparing comparison table curr Target ver Research CRM s Decide on and implement CRM StrategyConnect Quick Start User Guide 02011 Page 7 Version 2 0 strategyconnect gt gt gt Adding and Editing Initiatives Click the Add button to add a new Initiative Clicking within the text fields allows
9. n ABC Company a gt 70 StrategyConnect Quick Start User Guide 201 1 Page 9 Version 2 0 strategyconnect gt gt gt 2 6 Reports The Reports page allows printing of customised reports depending on which options are selected Select the information for your report by clicking and selecting between LunarChart Report Strategic Plan optionally with Milestone Current Targets Target Outcome Descriptions Pathway Descriptions Milestone Details Report select which Milestones the stage quarter and optionally include Initiatives Blog Posts Click the Go button to create the customised report ABC Company 2010 2013 Blog lt Help amp Report Selection LunarChart Report OR Milestone Details Report No options Choose milestones Stage All Mileston Of e C estones at Not started Quan 5 Strategic Plan C 1 CRM installed Happy customer with referral business b CG Include 2 Improved reporting structures I Milest i i 3 Brand and values established and articulated Include 17 4 Business Leader engaged and effective in new role E Er 5 Establish 3 new relationships and started 2 projects Tr 6 Developed independent culture and customer focus 7 Establish 3 new relationships and started 2 projects Shared Milestones CTRL Click to select multiple StrategyConnect Quick Start User Guide 201 1 Page 10 Version 2 0 strategyconnect gt gt gt PDF
10. ntributors Quarter 1 Opening Situation 4 Business Leader engaged and effective in new role StrategyConnect Quick Start User Guide 2011 Page 11 Version 2 0 3 2 strategyconnect gt gt gt Advanced Features Exception Reporting You can now run exception reports for your plan s This new feature allows you to select the plans and parameters that you wish to run an exception report on For example show me all milestones across Plan A Plan C and Plan E where the 90 day targets are half or less completed with 50 or less confidence To access this function Atthe Organisations screen highlight the organisation and click on Options Select Exceptions Report Choose your report parameters Click Go Organisation 8 B XYZ Corporation News You can now filter blogs across the plan s via dates To access this function Atthe Organisations screen highlight the organisation and click on Options Select News Enter the date range you wish to filter blogs for Click Search You are able to view the blogs from this screen and also click through to the milestone Organisation 7 Exceptions Report Search Q Pr Subscription Settings Search XYZ Corporation 1 4 XYZ Corp 2010 2013 i StrategyConnect Quick Start User Guide 2011 Page 12 Version 2 0 strategyconnect gt gt gt Blogs O Author Description Plan Milestone Stage Created Date Test O
11. strategyconnect gt gt gt Assign an Owner Each milestone is assigned an owner who is responsible for that milestone Click on the Assign button a new box will open that allows you to Select Owner select the owner by clicking on the name select owner Select Owner admin ABC Company Milestone Confidence The Milestone Confidence indicator shows the confidence level of achieving the 12 month milestone The confidence level is adjusted by the Milestone Owner and can go up or down at any time depending on events or factors happening during the year Milestone Confidence The confidence indicator can be adjusted accordingly by sliding the bar to the chosen percentage Current Progress The Current Progress indicator is used to show progress towards achieving the 90 Day Target and has 6 stages to choose from Current Progress Current Progress not started 1 4 complete 1 2 complete 3 4 complete completed stalled Click on the completion level that represents the completion of the 90 Day Target for the Milestone eg 3 4 StrategyConnect Quick Start User Guide 201 1 Page 6 Version 2 0 strategyconnect gt gt gt Blog Each milestone has a Blog section where users can record events information against the milestone during the stage quarter All users who have access to the plan are able to blog on the Milestones Click on the New button type your blo
12. strategyconnect Content Page NM a on tctcesacaarcienvaeteoesatataienctcieescndariudcroreieebes 2 FOS EE tae meeanine ons E ei 2 10110 DN 2 Using the Features rrrrnnrrnarenarrnernnnrnnvenanenasennene 2 ON 2 One Page Plan ane 3 Targets Outcomes amp PathwaysS 2 4 Milestones rarannnnnnnnnnnnnvnnnnennnnennnnennnnennnnennnnennnnennnnennnnene 5 Milestone Overview arrrrnununununvnnnnnnnnnenenenenenenenenenenenenene 5 INITIATIVES 2 eee c cece ec eccececeececeeeeeeaceaeaceaeaeeseaeeaeaeeaeaeeanaeeaeas 7 LunarChart Reports cccceccceeeeceeeeeeeeseeeeeeeeseeeeaeeesens 9 MAE ELSE 9 REDONS saene cree sree a ee me tne teeta E E SES EY 10 Advanced Features cccccececececececececececececeeess 13 Exception REDOrtind ccccceecseececceeeseeeeeeeeeeeeseeeeeenees 12 News filtering of blogs unner eide 13 Hyperlinks Outcomes Pathways Blogs 14 Refresh Button rarnannnvnnnnannnnnnannnnnnnnnnennnnnnenennenenennene 16 Push Email Alerts arenrnvnrnnrnvnvnnannnvnnnnnnennennnenennenenennene 16 strategyconnect gt gt gt 1 Introduction The purpose of this document is to provide information for a user to understand the concepts behind StrategyConnect and use the main features as quickly as possible The guide is written in ordered steps It can be followed in sequence but is not necessary 2 Using the
13. tage quarter strategyconnect Plans Strategic Plan LunarChart Report My Tasks Reports News ABC Company 2010 2013 Blog Help Milestones Milestone Owner Apr10 Apr10 r 10 Jul 10 Oct 10 Jan11 Confidence s 4 CRM installed Happy customer with referral Admin ABC Company E business being tracked utilised 2 improved reporting structures Admin ABC Company wo cb b 3 Brand and values established and articulated Admin ABC Company cb lt gt B 4 Business Leader engaged and effective in new none role 5 Establish 3 new relationships and started 2 Admin ABC Company projects 6 Developed independent culture and customer none focus 7 Establish 3 new relationships and started 2 Admin ABC Company projects 2 5 My Tasks 5 5 5 s a a 90044442 s The My Tasks page shows all milestones owned by the user who is logged in as well as any initiatives that the user may be a Contributor to Plans Strategic Plan LunarChart Report My Tasks Reports News ABC Company 2010 2013 Blog Docs Help 9 Milestones Quarter 2 v Milestone Owner Apr 10 Jul 10 Oct 10 Jan 11 Confidence 4 CRM installed Happy customer with referral Admin ABC Company business being tracked utilised px 2 Improved reporting structures Admin ABC Company ap x M WD 00 3 Brand and values established and articulated Admin ABC Company d N C 5 gt 00 5 Establish 3 new relationships and started 2 Admi
14. wner This is a blog being entered today against Milestone 1 StrategyConnect Quick Start User Guide 2011 strate gt gt gt gyconnect Page 14 Version 2 0 strategyconnect gt gt gt OO MD AfrA ah D bE A y Refresh Button This feature allows any updates or changes to a plan to be viewed instantly by users who may be running a meeting while viewing the same plan To access this function The Refresh button is located in the top left hand corner The user who is making updates or changes should click the Refresh button once they have finished making their changes All users who are viewing the same plan also need to click on the Refresh button in order to view the changes made Hide Logo OFF strategyconnect rr Plans Strategic Plan Lu XYZ Corp 2010 2013 Cy Alerts This feature will alert all Milestone Owners via an email if a blog entry has been made to their milestone s Milestone Owners will not only be alerted to blog entries to their milestone s but also if a plan blog has been entered All other users will be able to opt subscribe to receive email alerts if any blog entries are made to the plan and or milestones To access this feature Log in with your user name and password At the Organisations screen click on Options Select Subscribe Tick the boxes if you wish to receive email alerts for Plan blogs and or Milestone blogs Click S
15. wner Meeting arranged with tax advisers in 3 weeks time More XYZ Corp 2010 2013 Milestone 3 Stage 1 11 Oct 2010 Test Owner This is a blog being entered today against Milesto More XYZ Corp 2010 2013 Milestone 1 Stage 1 11 Oct 2010 a Page 1 B of 1 gt Blog Description Meeting arranged with tax advisers in 3 weeks time 3 3 Add Hyperlinks in Outcomes Pathways and Blogs You can now add a hyperlink in Outcomes Pathways and Blogs to link to further information Facilitators Company Administrators and Plan Administrators will be able to add hyperlinks to Outcomes Pathways and Milestone blogs All users who have a permission level of Owner Contributor will be able to add hyperlinks to Milestone blog entries To access this function in blogs Atthe Milestone Overview screen click on New at the Blog section Enter your blog Highlight the word s that you wish to add a hyperlink to Click on the link symbol Enter the details of the link Click Insert and then Save StrategyConnect Quick Start User Guide 2011 Page 13 Version 2 0 3472p Save a 11 10 2010 07 55 Test Owner This is a blog being entered today against Milestone 1 Insert edit link Window neme me Sm https www strategyconnect com au common 4 Insert edit link Target Notset Internet Protected Mode fa 100 Put your text in here a472p at 11 10 2010 07 55 Test O
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