1 PPM Plan 1.1 Business Development 1.2 Backlog Management [link: https://docs.google.com/a/freeform.ca/drawings/d/1mrtkVAN3_XefJJCgfxw4Va6xk9TVDBKXDt_uzyIF4Us/edit] 1.3 Freeform IT 1.4 Client Project Management 1.5 Governance & Executive 1.6 Finance 1.7 Administration 1.8 Human Resources 1.9 Freeform Hosting 1.10 Community Outreach 1.11 R&D 1.11.1 Goals 1.11.2 Formulize 1.12 Probono 2 Strategy 2: Talent Development 2.1 Strategic Priority 2a: Personal Plans 2.2 Strategic Priority 2b: External learning matches organ. goals 2.3 Strategic Priority 2c: Learning Environment 2.4 So That... 3 Strategy 4: Inclusive, Positive Environment 3.1 Strategic Priority 4a:Feedback 3.2 Strategic Priority 4b: Anti Harassment 3.3 Strategic Priority 4c: Diversity 3.4 So That... 4 Strategy 1: Recruit & Retain 4.1 So that... 4.2 Strategic Priority 1a: Recruitment 4.2.1 Modify App Form 4.2.2 Strategy integrated with hiring plan 4.3 Strategic Priority 1b: Hiring 4.4 Strategic Priority 1c: Onboarding 4.4.1 3 Month Onboarding Process 4.4.2 Tools & Guidelines 4.4.3 Mentoring 4.5 Strategic Priority 1d: Incentives 4.5.1 Raises 4.5.2 Benefits 4.5.3 Rewards Message 4.6 Strategic Priority 1e: Offboarding 5 Business Development Plan 5.1 Goals 5.1.1 Increase new clients 5.1.1.1 Academic Research 5.1.2 Support New Products 5.1.2.1 Formulize 5.1.3 Support CiviCRM 5.1.4 Identify Opportunites 6 Hosting NG Plan 7 Freeform IT Plan 7.1 Fragile 7.2 Tools 8 Project Teams 8.1 Projects 1-3 8.2 Projects 4-6 8.3 Projects 7 & 8 8.4 General Work 8.5 Learning Needs Plan 9 Restructure 9.1 Client Centric Process 9.2 Freeform Project Process 9.3 Supportive Systems Plan 10 Board and C Planning 10.1 Mission Statements 10.2 Values 10.3 Bylaw Review 10.4 Policies 10.5 Business Plan 11 Strategy 3: Safety and Wellness 11.1 Strategic Priority 3a: H&S Policies & Practices 11.2 Strategic Priority 3b: Health Promotion 11.2.1 Health and Wellness Committee 11.2.2 Work-life Balance Initiative [link: http://hrcouncil.ca/hr-toolkit/workplaces-health-safety.cfm] 11.3 So that... 12 Benefits 12.1 As Freeform Staff 12.2 Responsibility: HZ, JC 12.3 Release 3 12.4 Have Heather create list benefits against Best Practice & cost 12.5 Have Jason review list 12.6 Have JC & HZ consult with staff 12.7 Have best benefits we can afford 12.8 So that... 13 Community Outreach Plan 13.1 Goals 13.2 CSI 13.3 Drupal Community 13.4 CiviCRM 13.5 Other 14 Backlog Plan [link: https://docs.google.com/a/freeform.ca/drawings/d/1mrtkVAN3_XefJJCgfxw4Va6xk9TVDBKXDt_uzyIF4Us/edit] 14.1 Go To Backlog Plan [link: https://docs.google.com/a/freeform.ca/drawings/d/1mrtkVAN3_XefJJCgfxw4Va6xk9TVDBKXDt_uzyIF4Us/edit] 15 Strategy Prospecting 16 Stategies: Forecasting 17 Strategies Marketing 18 Exit Interviews 18.1 As Freeform 18.2 Responsiblity: HZ, KS 18.3 Release 18.4 Have Heather write procedures for exit interview process 18.5 So that 19 3 Month Onboarding Process 20 Human Resources Plan 20.1 Related Org Objectives 20.1.1 1 20.1.2 2 20.1.3 3 20.1.4 4 20.2 Related Documents 20.3 Goals 20.3.1 Goal:Staff=Optimal Bus. Growth 20.3.1.1 So that... 20.3.1.2 Related Strategic Priorities: 20.3.1.3 KPI: HR Level equals Planned Growth 20.3.1.4 Methodology 20.3.1.4.1 Target 20.3.2 Goal: Increase Job Satisfaction 20.3.2.1 So That 20.3.2.2 Related Strategic Priorities 20.3.2.3 KPI: Employee Satisfaction 20.3.2.4 Methodology 20.3.2.4.1 Target 20.3.3 Goal: Improve Performance 20.3.3.1 So That 20.3.3.2 Related Strategic Priorities 20.3.3.3 KPI: Employee Performance 20.3.3.4 Methodology 20.3.3.4.1 Target 20.3.4 Goal: Reduce Turnover 20.3.4.1 So That 20.3.4.2 Related Strategic Priorities 20.3.4.3 KPI: Retention Rate 20.3.4.4 Methodology 20.3.4.4.1 Target 20.3.5 Risk & Compliance