Strategic Planning

• Multi-Level Goal Setup & Prioritization
• Organizational Alignment
• Workgroup Relationship Setup
• Project & Initiative Alignment
• Budget/Financials Alignment & Monitoring
• Data Import/Export
• Strategic Reporting
• Auto-Messaging & Email Alerts

Executive Performance Management

• Auto-Prompted Goal Writing Tool
• Goal Classification
• Goal Weighting
• Strategic Alignment
• Business Scorecard Alignment
• Workflow & Approval Hierarchy Setup (w/ lock)
• Goal Impact Assessment
• Budget Planning
• Risk Identification & Mitigation Planning
• Milestone Development & Assignment
• Periodic Assessment
• Self-Assessment
• Managerial Assessment
• Auto-Populated Forms & Reports
• Auto-Messaging & Email Alerts

Employee Goal Setting & Alignment

• This application is a simplified version of the Executive Performance Management System

Individual Development Planning

• Areas of Interest Identification
• Long/Short Range Impact Determination
• Success Criteria Determination
• IDP Activity-to-Competency Alignment
• 23 Built-in Development Activities
• Organization-wide Aggregation Reports

Competency Management

• Job/Role Setup
• Competency Setup, Definition, & Alignment
• Position Description Definition
• "Stretch Goal" Assignment
• Competency Assessment (180° or 360°)

ComPASS - Comprehensive Analysis

• Personal Information Tracker
• Eligible Retirement Date
• Retirement Certainty
• Current Position Information & Expectations
• Unique Constraints
• Future Plans (individual & supervisor)
• Organization-Wide Auto-Search for Potential Candidates

Solution Selection

• Solution Impact-Benefit (from ComPASS)
• Cross-Task Solution Consolidation
• Time-Cost Estimate Refinement
• Solution Assignment

Project Management & Oversight

• Project Setup
• Customer Impact Assessment
• Project Mandate & Endorsement Tracker
• Transition Planning
• Milestone Development & Gantt Chart
• Risk Assessment & Mitigation Planner
• Budget & Personnel Planner
• Google^TM Maps Link
• Contractor/Vendor Management
• Facts/Assumptions Management
• Expense Updates
• Periodic Project Assessments
• Project Status Reporting
• Auto-Generated Phase/Tollgate Memoranda & Reports
• Shared Documents & Information
• Extensive How-to/Why-to Help & Advice

Executive Decision Management

• New Start & Current Project Summary Review
• Current Project Assessment Trend
• Portfolio Spending Trend
• Project Resource Plus/Minus Impact Assessment
• Planning Group Recommendation Template
• Board of Directors Recommendation Template
• Decision Repository
• Auto-Generated Reports & Emails

Inter-Team Information Sharing

• Project Interdependency Indicator
• Auto-Alerts to Dependent Project Leaders (based on established criteria)
• Cross-Project Information Sharing (based on permissions)

Capacity Management

• This application is an aid/development-focused version of the Project Management & Oversight module

Safety Management

• Employee Testing
• Incident & Injury Recording (compliant with federal reporting requirements)
• Incident Tracking & Reporting by Location
• Improvement Project Manager (ties to Project Management module)
• Facilities Inventory
• Data Import/Export
• Incident Trend Identifier
• Future Risk Estimator

Succession Planning & Management

• Alignment to Other Business Goals
• Expanded Financials & Budget Planner
• Expanded Sponsor/ Champion Assessment
• Expanded Stakeholder Assessment
• Expanded Change Readiness Assessment
• Comprehensive Risk Assessment & Mitigation Planner
• Data Identification & Alignment
• Step-Level Analysis
• Cause-Effect Assessment
• Auto-Generated Ishikawa Task-Step Deficiency Diagrams
• Failure Mode Effects Analysis
• 140+ Item Performance Barrier Identification
• 40,000+ Item Performance Gap/Solution Database
• Auto-Calculation of Requirements for Internal Personnel, External Consultants
• Auto-Calculation of Solution Costs
• Auto-Calculation of Year 1 ROI
• External Resource Identifier

Capability Assessment & Prioritization

• This application is a strategic level task analysis version of ComPASS

Workload/Workforce Assessment

• Department/Workgroup General Assessment & Prioritization
• Function/Task Identification & Alignment
• Staff Alignment to Functions/Tasks
• Staff Weighting by Function/Task
• Staff Responsibility Identification
• Staff Estimates of Effectiveness
• Suggested Personnel Additions/Reductions
• Identification of Other Support Requirements
• Decision Criteria Determination &d Data Capture
• Decision Support Matrix
• Consolidated Reports & Memoranda

Results Orientation

• Organizational Assessment (by Function or Department)
• Leadership Assessment (by Individual)
• Aggregate Assessment by Major Barrier Areas
• Auto-Generated Solution Recommendations

Project Results Tracker

• Actual-to-Projected Results Comparison
• Auto-Generated Summary Memoranda

Annual Performance Management Review

• My Accomplishments (Narrative Notes & Comments)
• Employee Mid-Year/Year-End Self-Assessment
• Manager Mid-Year/Year-End Review
• Auto-Populated Forms

Pay for Performance

• Employee-Supervisor Assessment Review
• Sign-off Tracker
• Performance Review Board Ranking
• Bonus Pool Manager
• Share Distribution
• Pay Increase & Bonus Calculator
• Payout Reporting
• Bonus Distribution Report

STRAT-PAK 1

STRAT-PAK 2

GOAL-PAK 1

GOAL-PAK 2

COMPASS-PLUS