Strategic Planning - Import Plan Items

In Strategic Planning, easily import the components of your plan, (Focus Areas, Goals, and Action Items), right into your Plan Manager. 

Note: At ClearGov, we use the terms “Focus Area, Goal, and Action Item” to represent the Planning Framework levels, however, you may rename these terms for each plan in Settings. For additional information, see our training & support article: Creating a Strategic Plan. 

How to Import into the Plan Manager in Strategic Planning

1. Navigate to the Strategic Plans tab of the Strategic Planning Module (found under the Plan & Track solution in the navigation sidebar) and select the specific Strategic Plan you want to import.
2. Navigate to the Plan Manager Tab.
3. Select Import. 

Note: The names of these Planning Framework terms might be modified to something other than Focus Area, Goal, or Action Item. These can be renamed in the Plan Settings.

Download and Fill Out the Template 

1. Select which Plan Level you would like to import.
   1. For example: Level 1, Level 2, or Level 3 or Focus Area, Goal, or Action Item. 

2. Select Download the Template in the blue text.
3. Now, open the downloaded CSV file, and fill in the Title and Description columns.
   1. The example below is of Focus Areas, and you can repeat this process to import the other components of your plan, such as Goals and Focus Areas.
4. Click Start to upload the template file and import the Plan Items! 

Action Item/Lower-Level  Imports 

• When importing lower-level Plan Items, such as Action Items or Level 3; the Focus Areas and Goals will be listed already as rows in the template when you download it, see the screenshot below.
• For these types of imports, add the Title and Description for the Action Items horizontally in line with the specific Goal you want to associate it with. The template comes with 15 columns but you can leave any blank that you don’t need to utilize. 

Complete the Import 

1. Select the Start button to begin the Import process.
2. Select the File to upload from your computer - the edited CSV of the template you downloaded.
3. The first question will ask “Does the selected row contain column headers?” and if that row is the one with the Template named columns then you’re good to go! Select Yes. 

4. Confirm that the import was successful if it says 100% match on your entries.
5. Select Confirm Mapping for each field, and then select Review. 

6. Last Step! If everything is good to go - select Continue, and it will say “Are you Ready to Submit?” and when you select Yes, those Plan Items will be imported into your plan!
   1. Note: If there are any validation errors, you can select the toggle to “only show rows with problems” and easily evaluate what to change. You are able to make active edits to the template during this import process. 

Success

All done! Your Plan Items are now imported into your Strategic Plan. For next steps, see our training and support article: Creating a Strategic Plan.