Functional Overview - Planning Stages

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Functional Overview - Planning Stages

• Planning Stage Differs From Mapping Stage
  • Key Note:  There Is a Change in List Row Sequence
• Definitions of the List Parts 
  • Main Page Screenshot
• In Planning Stages the Outline Is “Flipped”
  • Evaluations Are the Starting Point for Planning
  • Mapping Stages Drilling Down into Detail
  • Planning Stages New Rows Are Added Above Existing Rows
  • Adding Rows Above Rows
• Row Menu Items Examples 

Functional Overview - Planning Stages

This page follows from the page link below:

Functional Overview - Mapping Stages 

Planning Stage Differs From Mapping Stage

Key Note:  There Is a Change in List Row Sequence

In the Planning Stages the basic outline organization is different than in the Mapping Stages, as shown below.

In the Mapping Stages the Map Parts are the Main Parts, and the Evaluations are under them.
In the Planning Stages, the Planning Parts are the Main Parts, and the Map Parts are under them. 

Definitions of the List Parts 

Definitions of the List Parts during the Planning Stages are shown here: 

 

Main Page Screenshot

Here is what the Plan Parts look like on a Main Page screenshot 

 

 

In Planning Stages the Outline Is “Flipped”

An important thing to notice is that in the Planning Stages the outline is “flipped”.

In the Mapping Stages the Evaluations are below the Map Parts.

In Planning Stages the Evaluations are above the Map Parts.
 

Evaluations Are the Starting Point for Planning

The way rows are added is also different in the Mapping Stages and the Planning Stages.

Mapping Stages Drilling Down into Detail

In the Mapping Stages, new rows are added below existing rows.

This shows drilling down into detail

Planning Stages New Rows Are Added Above Existing Rows

In the Planning Stages, new rows are added above existing rows

This shows adding up to Action Plans.

 

Adding Rows Above Rows 

 Adding rows above rows in the Planning Stages is done in two steps

  1) Add the Plan Part (Proposed Change or Action Item).

  2) Move the first selected part below the added part.

That is shown here for Evaluations being moved below newly added Proposed Changes 

...and shown here for Proposed Changes being moved below newly added Action Items.
 

Row Menu Items Examples 

There are row menu items in the Planning Stages that combine the “Add” and “Move Below” actions into a single transaction (examples shown here).
 

Suggested Next Pages

ActionMap Toolkit Startup Training
Functional Overview - Mapping Stages
Process Maps - Purpose, Format and Construction
Add Map Parts, Plan Parts and Comments to the List
Map Drag and Drop
Help Table of Contents

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