Overview
Each of the objectives identified in the strategic or long term plan must be broken down into a series of tasks or activities. These tasks or activities are assigned to key staff for completion within certain time constraints.
Each of these activities has associated costs and resources. These are identified and maintained as part of the overall development plan budget.
Staff are identified to monitor the activities and their progress at prescribed intervals to ensure that the work being carried out is progressing and is on schedule.
The Action Plan View
The Action Plan View provides an overview of the Priority, Objective, Lead, Success Criteria and Evaluation Processes, which are derived from the original objective. The pie chart details all the activities being worked upon to achieve this objective and their current status.
Clicking on a section of the pie chart will provide the user with a breakdown of the activities with that status. 
The detail or activities are displayed in the middle of the action plan and contain the following information:
Activity/Task - the task to be carried out.
Personnel - who will be responsible for completing this activity.
Budget - the total budget allocated to this activity.
Actual - the total cost associated with this activity.
Due Date - when do we expect this activity to be completed by.
Monitoring - who will be monitoring the progress of this activity, when will this occur and what will they need to do.
Adding & Removing Activities
There are two buttons located at the bottom of the screen, that allow for the adding and removal of activities associated with this objective.
To add an activity:-
- Click What Next?, Add button. Find out more about Adding Activities.
To remove an activity:-
- Click on the bin icon. If an activity is removed in error, it can be restored by clicking on What Next?, Restore.
Printing and Exporting Action Plans
The current activity can be printed by clicking What Next?, Print.
Click on the Export button to export the data to Word, Excel or PDF.
