Strategic Planning Approving an Annual Peacekeeping Framework an... · 2018. 11. 21. · the...
Transcript of Strategic Planning Approving an Annual Peacekeeping Framework an... · 2018. 11. 21. · the...
Strategic Planning— Approving an Annual Peacekeeping Framework
Course Guide
Strategic Planning
Approving an Annual Peacekeeping Framework
SPPK-FR-04-CG, Version 1.0
Copyright © United Nations, All rights reserved
19 Nov 2018
2/21
Strategic Planning—Approving an Annual Peacekeeping Framework
Course Guide
Table of Contents About Strategic Management Application ....................................................................................... 3
About this Course Guide ................................................................................................................... 3
About Role and Responsibility .......................................................................................................... 3
Dependency ...................................................................................................................................... 4
Review a Strategy Submitted for Review or Approval ..................................................................... 5
Different Actions ............................................................................................................................. 13
Open a Strategy ......................................................................................................................... 14
Return Strategy .......................................................................................................................... 16
Approve Strategy ....................................................................................................................... 18
SPPK-FR-04-CG, Version 1.0
Copyright © United Nations, All rights reserved
19 Nov 2018
3/21
Strategic Planning—Approving an Annual Peacekeeping Framework
Course Guide
About Strategic Management Application
The Strategic Management Application (SMA) provides the strategic planning functionality of strategic planning, budgeting and performance management (SPPM). The tool facilitates the creation and maintenance of strategic and programmatic plans, as well as the programmatic aspects of all projects such as: project log frames. SMA hosts all applicable strategies of the organization and individual organizational entities, allowing a bird’s eye view of strategic management. It provides mandatory programmatic frameworks required per established budgetary processes and procedures such as: Annual Peacekeeping Result based budget frameworks and Annual Programme Plan, formerly known as the Biennial Strategic Framework. It also enables the organization's strategic plans and frameworks to link to objectives, outcomes, outputs, projects, and other deliverables.
About this Course Guide
The purpose of this Corse Guide is to supplement the Strategic Planning for Annual Peacekeeping
Budget - Approving an Annual Peacekeeping Framework course, and to detail the steps required to
complete the following activities:
• Review an Annual Peacekeeping Framework.
• Approve an Annual Peacekeeping Framework
About Role and Responsibility
There are two different roles available in the strategic management application: SMA Planner and SMA Approver. The SMA Planner performs the following functions:
• Accesses, the SMA Strategy Definition Application
• Creates and maintains strategic and programmatic plans
• Creates the project log frames for transmission to SAP PPM Also note that the SMA Planner roles are entity-based. Users can only create and maintain SMA data for entities for which they are provisioned. They can maintain all SMA data for their respective entities without restrictions and may be provisioned for multiple entities The SMA Approver performs the following functions:
• Accesses the SMA Approval application.
• Reviews, approves or returns strategies submitted from the Strategy Definition Application
SPPK-FR-04-CG, Version 1.0
Copyright © United Nations, All rights reserved
19 Nov 2018
4/21
Strategic Planning—Approving an Annual Peacekeeping Framework
Course Guide
Note: “Approval” is meant generically as a workflow step. Moreover, approval levels are defined by entity and strategy types. Up to four approval levels are available per entity and strategy type.
Dependency
Strategies submitted for review or approval generate automated notification emails sent to the Approver, alerting that tasks are waiting for action in the workflow. The message contains the Strategy name, providing a link to open the Strategy Management application directly.
SPPK-FR-04-CG, Version 1.0
Copyright © United Nations, All rights reserved
19 Nov 2018
5/21
Strategic Planning—Approving an Annual Peacekeeping Framework
Course Guide
Review a Strategy Submitted for Approval
1. On the Approver launchpad Click on Strategy Approval.
The value indicated on the tile indicates the number of workflow tasks pending for the Approver.
SPPK-FR-04-CG, Version 1.0
Copyright © United Nations, All rights reserved
19 Nov 2018
6/21
Strategic Planning—Approving an Annual Peacekeeping Framework
Course Guide
2. Locate the strategy RBB Framework for UNIFIL from the left side panel, and click to see details on the right-side panel
SPPK-FR-04-CG, Version 1.0
Copyright © United Nations, All rights reserved
19 Nov 2018
7/21
Strategic Planning—Approving an Annual Peacekeeping Framework
Course Guide
The strategy screen display two tabs: Details and Component.
Note: the screen displays as many tabs as there are Components in the specific Strategy.
SPPK-FR-04-CG, Version 1.0
Copyright © United Nations, All rights reserved
19 Nov 2018
8/21
Strategic Planning—Approving an Annual Peacekeeping Framework
Course Guide
3. Click on Details button to see the few fields contained in the Details tab of the Strategy Definition.
The tabs will provide a means of navigating to the respective section of the strategy or one of its components.
SPPK-FR-04-CG, Version 1.0
Copyright © United Nations, All rights reserved
19 Nov 2018
9/21
Strategic Planning—Approving an Annual Peacekeeping Framework
Course Guide
4. Click on the Component tab “Peace and Security in Southern Lebanon” to see the elements for this component.
5. Click on the arrow and select from the dropdown list, to display the elements of the
component.
SPPK-FR-04-CG, Version 1.0
Copyright © United Nations, All rights reserved
19 Nov 2018
10/21
Strategic Planning—Approving an Annual Peacekeeping Framework
Course Guide
6. Click on Details to be directed to Details section (e.g. Peace and Security in Southern
Lebanon component).
SPPK-FR-04-CG, Version 1.0
Copyright © United Nations, All rights reserved
19 Nov 2018
11/21
Strategic Planning—Approving an Annual Peacekeeping Framework
Course Guide
7. Select another data element. (e.g. Expected accomplishment). The same principle applies
SPPK-FR-04-CG, Version 1.0
Copyright © United Nations, All rights reserved
19 Nov 2018
12/21
Strategic Planning—Approving an Annual Peacekeeping Framework
Course Guide
8. Same principle applies to External factors.
SPPK-FR-04-CG, Version 1.0
Copyright © United Nations, All rights reserved
19 Nov 2018
13/21
Strategic Planning—Approving an Annual Peacekeeping Framework
Course Guide
Approver Actions
We are ready to Review, Approve, Return our strategy.
SPPK-FR-04-CG, Version 1.0
Copyright © United Nations, All rights reserved
19 Nov 2018
14/21
Strategic Planning—Approving an Annual Peacekeeping Framework
Course Guide
Open a Strategy Open Strategy allows the approver to view the strategy directly in SMA. Once there the approver can navigate back to the approval app to complete all workflow tasks.
1. Click on Open strategy to reopen a strategy pending approval.
SPPK-FR-04-CG, Version 1.0
Copyright © United Nations, All rights reserved
19 Nov 2018
15/21
Strategic Planning—Approving an Annual Peacekeeping Framework
Course Guide
2. The Strategy opens.
3. Click on the back arrow to return the main screen.
SPPK-FR-04-CG, Version 1.0
Copyright © United Nations, All rights reserved
19 Nov 2018
16/21
Strategic Planning—Approving an Annual Peacekeeping Framework
Course Guide
Return Strategy Please note that Return will set the strategy status back to Draft and complete the workflow.
1. To return your strategy, click on the Return button.
SPPK-FR-04-CG, Version 1.0
Copyright © United Nations, All rights reserved
19 Nov 2018
17/21
Strategic Planning—Approving an Annual Peacekeeping Framework
Course Guide
2. Enter comments in the appropriate field.
SPPK-FR-04-CG, Version 1.0
Copyright © United Nations, All rights reserved
19 Nov 2018
18/21
Strategic Planning—Approving an Annual Peacekeeping Framework
Course Guide
Approve Strategy
1. To approve, Click on Approve.
SPPK-FR-04-CG, Version 1.0
Copyright © United Nations, All rights reserved
19 Nov 2018
19/21
Strategic Planning—Approving an Annual Peacekeeping Framework
Course Guide
2. Enter the final comments in the appropriate field.
SPPK-FR-04-CG, Version 1.0
Copyright © United Nations, All rights reserved
19 Nov 2018
20/21
Strategic Planning—Approving an Annual Peacekeeping Framework
Course Guide
3. Once the comments are entered, we will Click on Submit.
SPPK-FR-04-CG, Version 1.0
Copyright © United Nations, All rights reserved
19 Nov 2018
21/21
Strategic Planning—Approving an Annual Peacekeeping Framework
Course Guide
4. The approved strategy is no longer listed in the left inside panel. If this is the last approval defined in the workflow, the strategy status will be set to Approved, otherwise, the workflow will proceed to the next approval level, and the Approver or Approvers at that level will be notified by email.