|
|
|
| PlanTrac
|
 |
|
| |
Welcome to PlanTrac
The PlanTracT Philosophy brings together for an Organisation the diverse
planning and reporting requirements of the Directors, Management, Staff,
Funding Agencies, Sponsors and Clients.
|
|
| |
Introduction to PlanTrac
On click on
Quick links provided on the top User is navigated to the selected
modules. Click on  icon to
read the On-Line Help regarding the selected module.
|
|
| |
About PlanTrac
The PlanTracT system leads you through a logical process to end up with
specific Actions that will enable your staff to achieve the Targets set for
them. The purpose of having such a process is to assist your Organisation to
know exactly what is happening, when it is happening, and how much is happening
However firstly the basic setting up of PlanTrac with the required information
has to take place so that PlanTrac meets the needs of your organisation.
At each stage of the
PlanningProcess there is a link to relevant examples that may be
used if required.
Please note: The administrator can change the headings
used to those desired by your organisation as well as change the names of the
menu and links. Please visit the Menus Settings in the Company tab on the main
ManagementToolbar section for further details
Remember PlanTrac is as good as the information you put in. A major asset of
PlanTrac is that it allows you to plan at one time everything we plan
eventually, generally the night before. It then records the process, which
enables reports to appear at the push of a button. No longer do we need to
spend hours writing reports
|
 |
| |
|
|
| |
| Planning
|
| |
|
|
|
PlanTrac enables you to plan your whole year from
the overall Corporate Strategies right down to specific Actions as well as the
reminders, that occur in a set week.
|
|
|
|
|
|
The first thing you will need to do is create a Plan for your
Organisation. To create a plan, click on the [Strategic Plan] link on the
[Plan] Menu. Here you will define the Vision, Mission, Values of Organisation,
Goals, KPIs, Result Areas and Programs that describe what your organisation
will achieve is what Governance will want to see and ensure is being actioned.
This is the high level planning that will be extended down through the PlanTrac
systems into actions plans for each staff member
|
|
|
|
|
|
This is where you plan out every program that Governance
requires to be actioned. To develop a Corporate Plan, click on the [Corporate
Plan] link on [Plan] Menu. Here you will develop the Programs as identified in
the Strategic plan through developing the Strategies for a selected Direction
and allocating Actions to each strategy As part of the Corporate Plan you will
also define the indicators that will be used to measure progress and set the
Corporate Annual Targets for each Action that could be performed by more than
one staff member
|
|
|
|
|
|
From the Corporate Plan, Performance Indicators are developed
for each person in your Organisation. Actions are allocated to specific weeks
allowing you to plan the workload throughout the entire year
|
| |
|
|
|
The Target Planner is available once the user sets the target
for each action. The target planner is displayed once the user clicks on the
[Indicator] link or (Attendance] link in Personal Plan Builder. The Target
Planner is where Annual Targets are broken down into Weekly Targets. Weekly
targets help you focus on the specific timing of when Actions should occur.
This also provides the basis for measuring (reporting on) progress through the
year.
|
| |
|
To view a live demo click on this icon
 |
| |
|
|
|
If Sponsorship is crucial to the viability of your
Organisation, PlanTrac allows you set specific targets for the benefits that
your Sponsors will receive in return for supporting your Organisation. Click on
the [Sponsors] link on the [Master Files] Menu. From this screen you can create
a contacts list of your Sponsors, set corporate targets for various types of
Acknowledgment and allocate the Targets to individual people in your
organisation.
|
| |
|
|
|
| |
|
|
| |
| Tracking |
The actual tracking of completed actions and records can be done through weekly
action sheets, Action Receipt form listing the various actions taken place and
who attended it. |
| |
|
|
Weekly Action Sheets are created as a result of
the Planning Process listing all planned tasks for the week.
|
|
|
|
|
|
Action Receipts are those staff records whose Actions they have completed.
Action Receipts automatically have all the necessary details on the receipt and
all that needs to be filled in, number of Actions completed and who attended.
This is also where the details of Sponsorship returns are filled in.
|
|
|
|
|
|
The number of people who attended is a major part of the
Action Receipt as it is important to know the number of staff attending to the
total people.
|
|
|
|
|
|
The filling out of these receipts should be done on a daily
basis as numbers may be extensive.
|
| |
|
|
|
Management can track when staff is filling out receipts and
those who are getting behind can be easily identified. This is done through by
clicking the  icon , which
is available at right top of every screen.
|
| |
|
To view a live demo click on this icon
|
|
|
| |
|
|
| |
|
|
This unique system replaces the hours each month that staff spends writing
reports.
|
|
 |
PlanTrac can report against any of the individual Staff, programs, Directions,
Strategies and Actions you have included in your plan on a monthly, quarterly
and annual basis. |
| |
|
|
|
PlanTrac can report against any combinations of
the above.
|
|
|
|
|
|
Reports can be gathered for all Indicators.
|
|
|
|
|
|
Separate Sponsorship reports can be developed.
|
|
|
|
|
|
With PlanTrac it is possible to create highly customised
reports. Individual Actions can be selected from anywhere in the Personal
Plans. A group of selected Actions can even be summarised together under an
alternative heading with the results totaled together.
|
|
|
|
|
|
You can virtually develop whatever report you want and these
can be developed at the push of a button once a report format has been
established.
|
| |
|
| To view a live demo click on this icon
|
All the functions of PlanTrac have been proven to be a real
need.
If specific contracted items can be planned, timed and are able to be reported
against accurately, then your Organisation has a greater opportunity to secure
it’s future.
|
| |
|
|
|
| |
|
|
| |
Planning
Tools
The following special tools have been created that will help you work more
efficiently towards creating your Personal Plans.
|
|
| |
| |
|
|
The Copy Wizard assists you to copy large groups
of Actions from one plan to another. This will save you time by entering the
information that already exists for a plan
|
|
|
|
|
The Copy Personal Plan Wizard assists you to copy large groups
of Actions from one person's plan to another personal plan.
|
|
|
|
|
The Baseline Wizard gives you the administrator, control over
setting the Reporting Target Baselines. These are the Targets that are used to
measure and report progress and they may be different from the 'Working
Targets' that may be adjusted to reflect variations in achievement through the
year.
|
|
|
|
| |
The Baseline Personal Plan Wizard gives you control over
setting the Reporting Target Baselines of individuals. These are the Targets
that are used to measure and report performance of individuals.
|
|
|
|
|
The Strategic Plan Wizard helps you to create a strategic plan
by step by step process.
|
|
|
|
|
The Corporate Plan Wizard helps you to create a corporate plan
by step by step process.
|
|
|
|
|
The Personal Plan Wizard helps you to create a personal plan
by step by step process.
|
|
|
|
|
The PlanTrac Reports Wizard tool provides a flexible and
powerful tool for developing a range of reports. However, as you become more
familiar with PlanTrac you may develop a requirement for a custom report
particular to your Organisation. Contact us on the PlanTrac Help Line to
discuss your ideas and a quotation will be prepared for the development of a
Report that will meet your requirements.
|
| |
|
| To view a live demo on wizards click on the icon
|
|
|
|
|
|
| |
|
|
|
