Strategic Plans Overview

Strategic plans are the foundation of Pilotus. They help your organization define where you’re going and how you’ll get there.

What is a Strategic Plan?

A strategic plan in Pilotus is a structured document that contains:

• Mission, Vision, and Values - Your organization’s purpose and guiding principles
• Engagements - Commitments to specific stakeholder groups
• Strategic Issues - Key challenges or opportunities to address
• Orientations - Major strategic directions
• Objectives - Specific goals you want to achieve
• Actions - Tasks and initiatives to accomplish your objectives
• Key Results (OKRs) - Measurable outcomes to track progress
• Indicators - Quantitative metrics tracked over time

Plan Types

Pilotus supports different types of plans for different organizational needs:

Organization Plan

The main strategic plan covering your entire organization’s direction and priorities.

Service Plan

Focused plans for specific departments or services within your organization.

School Plan

Plans tailored for educational institutions with school-specific components.

Director Plan

Personal strategic plans for directors or executives.

Communication Plan

Plans focused on communication strategies and initiatives.

Committee Plan

Plans associated with specific committees.

The Six Tabs

Each plan is organized into six tabs:

Dashboard

At-a-glance view of plan progress, health metrics, team involvement, and structural integrity.

Context

Background analysis: executive summary, documents, strategic issues, and SWOT analysis.

Framework

Foundational elements: mission, vision, organizational values, and engagements.

Plan

The plan content: orientations, objectives, indicators, key results, and actions.

Access

Permission management: user access, group access, and responsible person assignment. Visible to plan owners only.

Settings

Plan configuration: information, component visibility toggles, and plan management. Visible to plan owners only.

Note

The Access and Settings tabs are only visible to plan owners. Contributors and readers do not see these tabs.

Plan Structure

Each plan follows a hierarchical structure from strategy to execution:

Plan
├── Framework
│   ├── Mission
│   ├── Vision
│   ├── Values
│   └── Engagements
├── Context
│   ├── Executive Summary
│   ├── Strategic Issues → linked to Orientations
│   ├── Situational Analysis (SWOT)
│   └── Documents
├── Plan Content
│   ├── Orientations (strategic directions)
│   ├── Objectives
│   │   ├── Actions
│   │   └── Key Results (OKRs)
│   └── Indicators
└── Access & Settings (owners only)

Semantic Levels

Plans operate at three semantic levels, helping you organize content from high-level strategy to daily tasks:

Level	Description	Examples
Strategic	Long-term direction and priorities	Mission, Vision, Orientations
Tactical	Medium-term objectives and initiatives	Objectives, Major Projects
Action	Day-to-day tasks and activities	Actions, Tasks, To-dos

Tip

Plan owners can customize which components are visible in their plan. Not all sections need to be used - adapt the structure to your needs.

The Plan Dashboard

When you open a plan, the Dashboard tab gives you a comprehensive overview through several cards:

• Plan Info - Title, status, tags, responsible person, and auto-calculated date range
• Plan Progress - Overall completion percentage, weighted as 40% Indicators + 30% Key Results + 30% Actions
• Indicators Breakdown - Count of indicators, number achieved, and average progress
• Key Results Breakdown - Count of key results, number achieved, and average progress
• Actions Breakdown - Count of actions, number completed, and average progress
• Framework Completeness - Tracks whether mission, vision, values, engagements, and executive summary are defined
• Plan Integrity - Detects structural gaps (orientations without strategic issues, objectives without orientations, actions without objectives, indicators without objectives)
• Plan Structure - Expandable hierarchical view showing total counts at each level
• Context & Documents - Summarizes SWOT entries, documents, and strategic issues counts
• Team Involvement - Total team members and breakdown by role (assigned to actions, responsible for key results, indicator owners)
• Stakeholder Groups - Lists linked committees and their associated key results

Accessing Plans

You can find your plans in several ways:

1. Sidebar - Click “Plans” to see all plans you have access to
2. Search - Use global search to find specific plans
3. Favorites - Star frequently-used plans for quick access
4. Dashboard - Recent plans appear on your home dashboard

Plan Permissions

Each plan has its own permission settings:

• Owner - Full control over the plan, including managing who can access it
• Contributor - Can view and edit plan content
• Reader - Can only view the plan

Note

Being an organization administrator doesn’t automatically give you edit access to plans. Plan permissions must be explicitly granted.

Next Steps

• Creating Plans - Step-by-step guide to create your first plan
• Context - Document the background analysis for your plan
• Framework - Define mission, vision, values, and engagements
• Objectives & Actions - Managing the work that makes your plan happen
• OKRs - Setting up measurable key results
• Indicators - Track quantitative metrics over time
• Reports - Dashboards and progress reporting