Visual Planner Organogram for Strategic Plan Alignment
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Solution Overview
Problem
Leaders and personnel in organizations face difficulties in viewing and managing strategic plans across multiple documents, making it hard to view the plans from a high-level perspective, drill down into details, and ensure overall plan alignment with departmental targets, due to plans being scattered across various documents.
Innovation Solution
A visual planner system is developed using an organogram structure with parent and child nodes, where each node includes identification, plan amount, and goal amount, allowing for a unified framework to view and manage strategic plans, automatically update plans and goals, and instantly discover mismatches, while providing flexibility in visual representation.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Adaptability or versatility
If strategic plans are distributed across multiple departmental documents, then each department can maintain its own planning format and autonomy, but it becomes difficult to view the overall plan from a high-level perspective and ensure alignment with organizational goals
Solution Approach 1:
The patent merges multiple departmental strategic plans into a single unified visual planner interface. The system consolidates plan data from different departments while maintaining departmental structure through an organogram hierarchy, allowing simultaneous viewing of individual department plans and the overall organizational plan in one integrated display.
Solution Approach 2:
The visual planner implements a nested hierarchical structure where departmental plans are nested within the overall organizational plan. The organogram displays parent-child relationships between organizational levels, with each department's plan nested under its parent organization, enabling drill-down from high-level overview to detailed departmental plans.
2Loss of information
If strategic plans are compiled into a single consolidated document, then overall plan alignment and high-level perspective can be viewed easily, but it becomes difficult to drill down into specific departmental details and maintain individual departmental formats
Solution Approach 1:
The consolidated visual planner is segmented into hierarchical levels representing different organizational structures. Users can navigate through segmented views from the overall organizational plan down to individual departmental plans, with each level clearly divided and identifiable. The system segments information display based on organizational hierarchy while maintaining unified access.
Solution Approach 2:
The visual planner provides dynamic navigation capabilities that allow users to interactively drill down from high-level overview to detailed departmental plans and back up. The interface dynamically adjusts the level of detail displayed based on user navigation, enabling easy access to both overall plan alignment and specific departmental details within the same consolidated document.
3Adaptability or versatility
If manual compilation and tracking of strategic plans across departments is performed, then flexibility in individual departmental planning formats is maintained, but it becomes time-consuming to ensure plan alignment and track goals
Solution Approach 1:
The visual planner system automatically compiles, consolidates, and aligns departmental strategic plans without requiring manual intervention. The system self-updates the unified view when departmental plans are modified, automatically tracking goals and calculating alignment. This eliminates time-consuming manual compilation while preserving departmental planning flexibility through the hierarchical structure.
Solution Approach 2:
The system provides automatic feedback mechanisms that track goal alignment across departments and notify users of inconsistencies or misalignments. The visual planner continuously monitors plan data and provides real-time feedback on overall plan coherence, reducing the time required to ensure alignment while maintaining departmental autonomy.
4Adaptability or versatility
If multiple documents are used for departmental strategic plans, then individual departmental needs can be addressed, but it becomes difficult to ensure overall plan alignment with organizational goals
Solution Approach 1:
The visual planner serves multiple functions simultaneously: it displays individual departmental plans with their custom formats, consolidates them into an overall organizational plan, tracks goal alignment, and provides hierarchical navigation. This universal interface ensures plan alignment while accommodating departmental customization needs through its multi-functional design.
Solution Approach 2:
The system provides continuous feedback on plan alignment by automatically comparing departmental goals with organizational objectives. The visual planner highlights alignment status and notifies users of inconsistencies, ensuring reliability of plan alignment while allowing departments to maintain their customized planning approaches.
Data Source
AI summary
In certain embodiments, a method includes accessing planning information, the planning information comprising information associated with an overall plan and sub-plans of the overall plan. The method further includes generating a visual planner comprising nodes arranged in an organogram structure. The nodes comprise a parent node and child nodes. The parent node comprises an identification of a first portion of the overall plan, a goal amount corresponding to the first portion of the plan, and a plan amount. Each child node comprises an identification of a corresponding portion of the overall plan, a corresponding plan amount for the corresponding portion of the plan, and a corresponding goal amount for the corresponding portion of the plan. The plan amount of the parent node comprises the sum of the plan amounts of the child nodes.