Strategic & Annual Planning

Allows you to input all of your goals, outcomes and benchmarks and attach supporting documents to them. Data type are user customizable and can easily fit any institution's planning terminology and processes.

• Planning system to track strategic and annual goals, projects, and institutional benchmarks
• Goals and projects can be assigned to specific departments and users
• Personalized dashboard displays goals, projects, and reports that have been assigned to each user
• Planning information can be filtered by date, status, or unique numbering system
• Goals and projects can be related to each other as supporting items

Report Tracking

• Enhanced document and report library that will organize entries by year
• Management system that will assign, track, approve, publish, and archive standardized reports
• Personalized user dashboard displays assigned reports and their status
• Reports can be assigned to individuals or departments
• Select reporting frequency and set automatic reminders and tracking
• Upload master report templates or create templates online