Reviewing Objectives and Action Plans

You can review the objective strategy and actions (OSA) associated with an account. You can add objective strategy information and action plans to the account.

This task is a step in Process of Analyzing the A Accounts and Process of Analyzing B, C, and D Accounts.

To review objective strategy and action plans

1. Navigate to the Accounts screen, then the Portfolio Management Process view.

2. Drill down on the Portfolio Name field of the portfolio plan record.

3. Navigate to the appropriate account planning view, and select the account on which you want to work.

4. Navigate to the OSA view.

   The current objective strategy and action plans for the selected account appear.

5. To add objective strategy information, use the fields at the start of the OSA view.

   Some fields are described in the following table.

   Field	Comments
   Unit or Resource	Type the unit or resource to which the objective applies. For example, the objective might be for business units, service units, opportunities, offerings, or groups of units. Alternatively, the objective might be for resources such as marketing, customer satisfaction, or partners.
   Objective	Type the objective of the action plan.
   Strategy	Type information about how to achieve the objective.

6. To add an action plan, create a new record, and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Action	Type details of the action.
   Planned Outcome	Type details of the expected outcome of the action.
   Due	Select a date by which the action plan is due to be completed.
   Status	Select the status of the action plan.
   Owner	Select the owner of the action plan from the list of employees.
   Activity Type	Select the type of activity which is planned.
   Start	Select the date when the action plan starts.
   Strategy Component	Select the strategy element of which the action plan is a part.
   Resources	Type details of the resources required to implement the action plan.