Value Creation Plan (VCP)

The Value Creation Plan gives you a graphical overview of the plan for achieving the company goals:


A Value Creation Plan (VCP) will exist for each Company in Untap.
The plan is split up by Financial Year (FY) so before you begin any work on the VCP make sure you have the correct year selected from the drop down on the top right (This will default to the current year).

Menu Buttons:

Save	Any pending changes to the VCP will be saved. Pending changes are shown with a red triangle on the top left:
Undo	Allows you to undo changes which have not been saved, one step at a time
Redo	This button will only become available if the Undo button has been used.
Refresh	Reloads the page to show the latest information.
Cancel	Removes any unsaved changes.
+ Add	See below for further instructions on adding objects to the plan.
- Remove	Click on a row in the VCP (the row will highlight yellow) and click Remove to take this out of the VCP. Note: This action will also remove any supporting objectives, initiatives, actions, risks or issues. Be aware of this if progress has been made or actual KPI results have been added as this data can not be recovered once the change has been saved.
Collapse	Collapses the Value Creation Plan so only the root node (Plan folder shown on row 1) is visible.
Expand	Expands all Objectives / Initiatives / Actions / Risks and Issues so all objects are visible in the Plan view.
Timeline	Changes the column view to include a Timeline: Hover over a bar to see more information.   The lighter blue section represents the Actual Progress. *When the Timeline is visible this will also show additional options in the VCP as detailed below.  (Tree View, Zoom to Fit, Zoom In / Out and Previous / Next).
*Tree View	Removes the Timeline view to show the column information for the VCP again.
*Zoom to Fit	Zooms out to show the entire plan for the year on the Timeline.
*Zoom In / Out	Change the timescale used for the Timeline - From days, weeks, months, quarters or year
*Previous / Next	Allows you to see the previous / next time span.
Filters	When you click on the Filters button a row will appear below the menu with filter options. This allows you to select multiple Tags to include or exclude in the Value Creation Plan view.
KPI Library	This button shows the KPI Library. The Library helps to make setting up KPIs easier and also helps you think about which KPIs would be useful for your business to track.  There are several tabs to review by Sector, Department or Most Used. Example of Per Department tab: If the Definition column shows a dark grey paper icon,  you can click to read more information. Multiple KPIs can be selected and when you click Add they will be added as Objectives in your VCP.
Playbooks	Click on this button to look at the Playbook Library: Click this link to read more about Playbooks.
Export Plan	Export a copy of the Value Creation Plan as PDF or PNG. A pop up box will show some options: Recommended settings: Control Pagination to Single Page DPI to 200.
Financial Year	Change the drop down to view details for a specific year. The system will show the Current year as the default. This will update the Value Drivers, Objectives, Initiatives, Actions, Risks & Issues displayed in the plan.  The execution and result status information will also be updated to reflect the selected year.

Adding Objects to the Plan:

To add a new Value Driver	1) Click the  drop down  or right click on the first row of the plan with the Folder Icon   2) Select to add a  Value Driver .  3) Remember at least one action, objective or initiative is required for an Value Driver.  4) KPI Targets should also be configured.
To add a new Objective	1) Click the  drop down  or right click on an existing Value Driver  or Objective    2) Select to add an Objective .  3) Remember at least one action is required for an Objective.  4) KPI Targets should also be configured.
To add a new Initiative	1) Click the  drop down  or right click on an existing Value Driver  , Objective  or Initiative .  2) Select to add an Initiative .  3) Remember at least one action is required for an Initiative.
To add an  Action	1) Select an existing Value Driver , Objective   ,  Initiative , Risk   or Issue :  2) Click on  (or right click) and select Add Action.  Remember at least one action is required for any of these items.  Typically the owner will manage their Actions using a Checklist.
To add a Risk  or Issue	1) Select an existing Value Driver , Objective  or Initiative .  2) Click on  (or right click) and select Add Risk or Add Issue.  3) Remember to create an  Action  for the Risk or Issue, otherwise the progress will   always show at 0%
+ Add Existing	Allows you to search for an Objective or Initiative which already exists in a previous financial year so it will be added to the VCP for the selected financial year. If an Objective / Initiative is already included in your current plan this will show with a strikethrough, so check the VCP.

The interface allows you to drag and drop to rearrange Actions and Objectives.

To Edit the Owner, Start or Finish dates, check you have the column showing then double click in the relevant cell.

Icons:

	For the top level of the VCP (shown with the folder icon) Clicking on the spot or  tick will allow you to Configure the Company Results Status settings.
	Results Tracker (KPIs) For Value Drivers or Objectives an icon will show to indicate if the Results Tracker has been configured. Clicking on the  will allow you to Update Results. Clicking on the  will allow you to Configure the KPIs
	Attachments Pop up window showing any documents added with the option to Download
	Description Text box to give more information on a Value Driver, Objective, Initiative or Action
	Updates See the Messages for this item.
	Data Source Links Part of the Optional Configuration for the KPI Tracker

Add new column allows you to include additional information in your Value Creation Plan from the drop down list available



Hover the mouse over a column and use the drop down arrow which appears to have the option to show/hide columns or Filter the Status / Date columns



How do I know which type of object to use for my Company's plan?
When your Company first start working with Untap, a consultant will work with you to set up the plan for the first year.  
You should be able to use this for reference to create the next plan.
Try reading our Definitions article if you need a reminder of the differences between the types.
If you're still unsure which type to use you can reach out to the Support team.