Welcome to Isolocity's Support

What is a Planning Report, and why is it important?

• A Planning Report is a document used to outline, manage, and track the progress of specific plans or projects within an organization. It is important for ensuring that all aspects of a plan are documented, responsibilities are assigned, and progress is monitored to achieve the desired outcomes.

How do I start creating a Planning Report in the Isolocity system?

• To create a Planning Report, log in to the Isolocity system, navigate to the "Planning Reports" module, and click on "Create a Planning Report" to begin the process.

What information is required to create a Planning Report?

• The required information includes:

  • Title: The name of the plan or project.

  • Date Opened: The date when the planning process began.

  • Planning Source: The origin or rationale for the plan.

  • Planning Type: The type of plan being created (e.g., Strategic, Operational).

  • Priority: The priority level for the plan’s implementation.

  • Responsible Party: The individual or team responsible for the plan.

  • Due Date: The deadline for completing the plan.

  • Description: A detailed description of the plan.

How do I enter the title of the Planning Report?

• The title should be entered in the "Title" field when creating the report. The title should clearly reflect the purpose or focus of the plan, such as "Q3 Marketing Strategy" or "New Product Launch Plan."

Why is it important to document the date opened for a Planning Report?

• Documenting the date opened helps track the timeline of the planning process, ensuring that the plan is developed and implemented within a reasonable timeframe. It also helps in setting deadlines and milestones.

How do I select the Planning Source?

• The Planning Source is selected from a dropdown menu during the report creation process. It typically refers to the origin of the plan, such as Internal or External.

How do I determine the Planning Type for the report?

• The Planning Type is selected based on the nature of the plan. Common types include Risk Management,Opportunity, Objective, Change Management,Communication . Selecting the correct type ensures that the plan is aligned with the organization’s goals and resources.

How do I set the priority for the Planning Report?

• The priority is set by selecting a level from the available options, such as High, Medium, or Low. Setting the priority helps determine the urgency of the plan and ensures that resources are allocated appropriately.

What should be included in the description of the Planning Report?

• The description should provide a detailed overview of the plan, including its objectives, scope, key activities, and expected outcomes. This information is essential for aligning stakeholders and guiding the implementation process.

How do I assign responsibilities in the Planning Report?

• Responsibilities are assigned by selecting the responsible party from a list of users within the system. This individual or team will be accountable for managing the plan and ensuring that all tasks are completed on time.

Why is it important to set a due date for the Planning Report?

• Setting a due date establishes a clear deadline for completing the plan. This helps in maintaining focus, setting milestones, and ensuring that the plan is implemented in a timely manner.

How do I document the progress of the plan in the Planning Report?

• Progress can be documented by updating the report with completed tasks, upcoming milestones, and any changes to the plan. Regular updates help keep all stakeholders informed and ensure that the plan stays on track.

What should I do if the plan needs to be revised?

• If the plan needs to be revised, update the relevant sections of the report, including the title, description, or due date. Be sure to communicate any changes to all stakeholders to ensure alignment.

How do I attach relevant files to the Planning Report?

• Relevant files, such as documents, images, or spreadsheets, can be attached to the report by clicking on the "Attach Files" option. These files provide additional context and support for the planning process.

What is the role of the activity tracker in the Planning Report?

• The activity tracker logs all actions taken on the report, including updates, changes, and user actions. This ensures transparency and allows for easy monitoring of the plan’s progress.

How do I create action items related to the Planning Report?

• Action items can be created by entering a title, assigning a responsible party, and setting a due date. These items break down the plan into manageable tasks, ensuring that all aspects of the plan are addressed.

How do I ensure that the Planning Report aligns with organizational goals?

• Ensure alignment by regularly reviewing the report against the organization’s strategic objectives. Adjust the plan as needed to reflect changes in priorities, resources, or market conditions.

What should I do if the Planning Report involves multiple departments?

• If multiple departments are involved, ensure that responsibilities are clearly defined and that communication channels are established. Regular meetings or updates may be necessary to coordinate efforts and address any interdependencies.

How do I finalize and save the Planning Report?

• After completing all necessary fields and ensuring accuracy, click "Save & Close" to finalize the report. This action locks the report and saves it in the system for future reference.

What steps should I take if the plan is not progressing as expected?

• If the plan is not progressing as expected, review the report to identify any obstacles or delays. Adjust the plan as necessary, reassign tasks, or extend deadlines to get the plan back on track.

How do I evaluate the effectiveness of the Planning Report?

• The effectiveness of the plan can be evaluated by reviewing the outcomes against the original objectives. Document any lessons learned in the report and use them to improve future planning processes.

Can I reopen a closed Planning Report?

• Yes, you can reopen a closed Planning Report if further action is needed. This allows you to update the report with new information, make revisions, or extend the plan’s implementation period.

How do I archive a completed Planning Report?

• Once the plan is fully implemented and all tasks are completed, you can archive the report by marking it as completed. This moves the report to the archive section for future reference or auditing purposes.

How do I ensure continuous improvement in the planning process?

• Ensure continuous improvement by regularly reviewing past Planning Reports, identifying areas for improvement, and applying lessons learned to future plans. Engage stakeholders in the review process to gather feedback and refine planning methodologies.