What you need to know
Plans house the Most Important Number™ (MIN), Drivers, and Key Performance Indicators (KPIs). Each plan has its own page within the platform. There is always a top-level plan for the organization and there can also be plans for each department and team depending on the size and need of the organization. Specifically, this article covers:
Navigating to a Plan
Recognizing the elements of a Plan
Key terminology
Plan: Plans house the Most Important Number™ (MIN), Drivers, and the Key Performance Indicator (KPI) scoreboard. There is always a top-level plan for the organization. There can also be sub-plans for each department and team.
Plan Status Map: The Plan Status Map™ shows the hierarchical relationship of all plans starting with the top-level plan in the center ring, and moving out to department and team sub-plans
The Most Important Number (MIN): The Most Important Number is the one Key Performance Indicator, above all others, that measures the success of that Plan. It aligns the team to a common outcome. The MIN is visible on the main Plans page.
Driver: Drivers are the categories of work that can be leveraged to improve the MIN. Drivers represent all the work your team can do and is where you make decisions on what work to do to improve the MIN.
Key Performance Indicator (KPI) Scoreboard: The KPI scoreboard is where you find all the KPIs for a plan.
Making it happen
You can access any plan you participate in from the Plans and MINs tab in the navigation bar. Pinning a plan creates a shortcut in the dropdown menu for easy access. Directly access a plan by selecting it from the dropdown menu.
Selecting the Plans and MINs tab allows you to see all plans you participate in.
There are two ways to view plans; the Plan Status Map™ showing the hierarchical relationship of all plans through concentric circles or the Card View which lists plans by name.
Plan Status Map Card View
From either view, simply select a plan to access. The major elements of a Plan are the MIN, Drivers and the KPI Scoreboard. The MIN and Drivers are on the main plans page with the MIN near the top and the Drivers listed below.
Select the KPI tab to access the scoreboard where you can see and manage all the KPIs for that plan.
This video walks you through the elements of a Plan.
Pro-tip
As this video demonstrates, pin Plans using the thumbtack icon near the top right of the plans page makes them faster and easier to access through the navigation dropdown menu.