Plans and Sub-Plans
A plan is where you'll be setting the work you want to track into Objectives, Outcomes and Tasks. Typically plans will be associated with a certain team or project and time-boxed to a quarter or year.
Creating a plan
Creating a plan is one of the first things that you'll do in Tability. Head to the plans tab in the left navigation, and click on the Create a Plan button to get started.
For more info see: How to add your first plan
Plan Lifecycles and Timelines
Every plan goes through four states: Draft → Published → In Progress → Ended
The main factor that drives the Plan lifecycle is the timeline. In each state a plan will act differently.
Draft state: This is a plan that has been created, but not yet published. Once the creator or a plan reviewer presses the Publish button, it will go into the next state.
Published state: A published plan is a plan that is published but is set to start tracking in a future date, ie. Next Quarter. In this state, a plan is visible to everyone in the workspace but it will not send out any Check-in reminders until the start date has been reached. Once that start date is reached, the plan will automatically transition to the In Progress state.
In Progress state: This is the active state of a plan and where you'll start to see most of the main features a plan provides. Once a plan is in the In Progress state, it will start to send Automated Check-in reminders and you can start to make your first check-ins.
Ended state: Once your timeline has lapsed, a plan automatically will transition to a Ended state. This stops all check-in reminders. At this point you can also choose to archive this plan, so that it doesn't appear in the Plans.
After you've created your first plan, you will have the ability to create Sub-Plans. A Sub-Plan is no different than a Plan, except that it has a parent plan. It is purely an organizational feature but can be quite powerful in displaying connecting and context to your plans.
By creating Sub-Plans underneath your Plans, you'll be able to see how each plan is connected to a larger plan. In the Strategy Map view, you'll be able to visualize the connections from Sub-Plans up to the Plans above.
You'll also be able to see the connections when looking at your Plan, in the Sub-Plans panel. In every Plan, you'll be able to quickly navigate to every Sub-Plan nested below, so that you can quickly navigate to the Plans that support the one you're looking at.
Organizing your Plans and Sub-Plans
Typically, a plan is associated with a specific team or project and a specific timeline or quarter. An easy way to think about Plans and Sub-Plans is to consider each as parent and child. Each overarching Plan could include several Sub-Plans that are related to it, and those Sub-Plans could have more of their own.
A typical Plan hierarchy usually has an overarching group Plan, like a set of company wide objectives, which then each team creates their own Plans to help accomplish the company wide Plan. It could result in a structure like this one:
- Company Plan FY2020
- Company Plan Q1
- Engineering Q1 Plan
- Design Q1 Plan
- Marketing Q1 Plan
- Company Plan Q2
- Engineering Q2 Plan
- Design Q2 Plan
- Marketing Q2 Plan
- Company Plan Q1
This set of Plans is organized with the company wide Yearly goals at the top, which then break into 4 Quarterly goals, and then each team within the Quarter. This is just a common example of how OKRs are aligned, but whatever structure your company already has in place is what we would recommend you try to stick to.