Plan Management

Ecosystem Plan and Shared Outcomes/Indicators

The Ecosystem Plan is the project or organisation vision - it is what you want to achieve. For this reason the plan contains just Outcomes and Indicators, but no Actions. As seen below on the left in the Organogram, different projects relate to the single vision of the Asset Management Company, also called the Ecosystem Plan.


All of the Outcomes and Indicators in the Ecosystem Plan can be set as ‘Shared’. This allows the Shared Outcomes or Shared Indicators to be adopted into other plans and will give them a white border (see sample Ecosystem Plan below).

To access the Ecosystem Plan go to My Dashboard and then click View on the Ecosystem Plan card.


In your Ecosystem Plan, you can create:

Outcomes you want to achieve

Indicators to track your progress

The Organogram

Sample Ecosystem Plan

Adoption of Shared Outcomes

If you click on a Shared Outcome or Indicator and scroll down the pop up window, you will see which plans have adopted that node. A purple eye means the Action Plan is internal to the company while a green eye shows an External Stakeholder.

Outcome, Action, Indicators (OAIs)

How to add a Shared Outcome or Indicator to an Action Plan

  1. From Mindmap View in your Action Plan, click on Connect on the left of the screen

  2. This will open a pop up where you can Select a Plan and choose the relevant Ecosystem Plan from the drop-down menu, as shown below on the right

  3. Once you have chosen a Plan, two new drop down lists will appear: Shared Outcomes and Shared Indicators

  4. Click on the dark grey arrow in the relevant box, which will open the list of all the Shared OIs from your chosen Ecosystem Plan

  5. Simply click on the shared OIs you wish to adopt in this Plan. They will appear one by one in your Plan.

How to add an Outcome, Action or Indicator in a Plan

  1. To add an Outcome or Indicator, start on your plan either in Mindmap or Table View.

  2. Click on the icons on the white ribbon on the left of the screen.

  3. A pop up window will open.

  4. Fill in the details.

  5. To set it as shared O/I, click on the grey button next to Set as a shared outcome/indicator to turn it purple.

  6. Click Add Outcome/Indicator once you’re finished

How to link and connect OAIs

  1. To link OAIs, click on the Link button on the left of the screen. It should become purple.

  2. Click on the node you want to link and drag the appearing line to the other node.

  3. Let go, they should now be linked.

  4. You can edit the link by clicking on the line. A pop up will open, offering you the option to Edit or Delete the link.

How to import to OAIs from Excel


The Excel uploader is a really helpful function to use when creating a large plan that contains lots of data. When using the Excel uploader, you upload groups of Outcomes, Actions and Indicators at a time. It can be used in both Ecosystem plans and Action plans


Creating a .csv file


  1. Create a new Excel spreadsheet.


  1. You will need to create separate Excel files for each group of Outcomes, Actions and Indicators. You can upload up to 50 cells at a time. If you need more, create another spreadsheet and upload separately.


Outcomes: Column A should include the Name of your Outcomes; Column B the Details of your Outcomes; Column C the One Planet Living principle of your Outcomes.


One Planet Living Principles:


Health and happiness

Equity and local economy

Culture and community

Land and nature

Sustainable water

Local and sustainable food

Travel and transport

Materials and products

Zero waste

Zero carbon energy



Tip: Ensure not to leave Column A blank, however, you can leave B or C blank if you wish.


Example of Excel spreadsheet for Outcomes

Actions: Column A should include the Name of your Actions; Column B the Details of your Actions; Column C the One Planet Living principle of your Actions; Column D the Additional info of your Actions; Column E the Action status of your Actions


Action status of Actions options


None

Repeating

In Progress

Completed



Tip: Ensure not to leave Column A blank, however, you can leave B, C, D or E blank if you wish.

Tip: If you have a lot of Actions, you may want to upload them in groups based on the Outcomes they are going to be linked to so that this process is easier and not overwhelming. You will need to create a separate spreadsheet for each upload.


Example of Excel spreadsheet for Actions

Indicators: Column A should include the Name of your Indicators; Column B the Details of your Indicators; Column C the One Planet Living principle of your Indicators; Column D the Additional info of your Indicators.

Tip: Ensure not to leave Column A blank, however, you can leave B, C, or D blank if you wish.


Example spreadsheet for indicators

3. When your spreadsheet is complete you need to Save as a .csv file. To do this, go to File -> Save as -> File format -> Select Comma-separated Values from the dropdown -> Click save. Now it is ready to upload!

Uploading a .csv file




Outcomes: Open a Plan -> select ‘Table view’ -> click Outcomes -> click Import from file

Actions: Open a Plan -> select ‘Table view’ -> select Actions -> click Import from file

Indicators: Open a Plan -> select ‘Table view’ -> select Indicators -> click Import from file


2. Follow the instructions in the Import OAIs from CSV file window.


3. Upload your .csv file, select Import and see your Outcomes, Actions or Indicators appear in Table view.


4. Go to Mind map to Link your Outcomes, Actions and Indicators together.


Tip: Upload your Outcomes first, then link them together. Followed by uploading and linking your Actions. Finally, upload and link your Indicator