How to allocate resources as Strategy Owners, Tactic Managers and Task Participants?

Each node will utilize 3 types of resources:
  1. Strategy owner  is the person accountable for achieving the objective in strategy
  2. The tactic manager is the person responsible for implementing the tactic. (Note: this follows the organizational hierarchy. Strategy manager is typically the boss of the Tactic manager.)
  3. Task participants  are resources that will work with tactic manager on implementing the change

Allocate resources as Strategy Owners, Tactic Managers and Task Participants:

  1. Select the node to plan. Using the left-hand Planning menu (or on computer, right-click node) to select Strategy Planning.
  2. Select Strategy Owner. Select person to assign them. You can only assign one.
  3. Select the node to plan. Using the left-hand Planning menu (or on computer, right-click node) to select Tactic Planning.
  4. Select Tactic Owner. Select person to assign them. You can only assign one.
  5. Select the node to plan. Using the left-hand Planning menu (or on computer, right-click node) to select Tactic Participants Planning.
  6. Click on + icon in front of User names to assign resource as a Tactic Participant. You can assign multiple Tactic Participants.
 
  • 1. Select the node to plan. Using the left-hand Planning menu (or on computer, right-click node) to select Strategy Planning.
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