Strategies

Strategies are entered under Objectives (within Goals). They contain specific actions tied to individuals and/or resources.
Click the Goals page template from the left menu and select an Objective name. Click New Strategy.
The Activity/Strategy text box is required.
Enter relevant information in the other areas for the: Timeline, Target Group, Position Responsible, Resources, Title I SW/TA Elements, CNA Area, Priorities, Effective Schools Framework, Evaluation Criteria.
Check the blue box to Add to My Strategies if you want to filter for only your assigned strategies from the Strategy list and Goal Summary pages.

Use the + icon to attach a Resource to a Strategy. Check option to only view resources assigned to this plan within the Resource page template; click one or more and Select.
Resources appearing on the list are managed in Settings (top navigation bar).
Enter the dollar amount or number used in the text box. Currencies and numbers are automatically reconciled against the starting amount listed on the Resources page template of your plan

Use the + Progress button (top right) of a Strategy to enter a Date, Status, Formative or Summative evaluation, and Next Steps.
The Progress Activity is color-coded on the Strategy list for each objective and viewable on the Goals Summary Page

Click an Objective name from your Goals menu to view a summary of each Strategy. Filter by Status using the drop-down or click My Strategies Only.
To add Strategies to your ‘My Strategies’ list, click on the star icon to the left of the Strategies name.
Strategies are color-coded by status (Pending, No or Some Progress, Significant Progress, On Track, Completed or Discontinued. Click the colored box to see the Status History and use the edit/delete icons to change previous progress updates.
Each summary includes boxes for the number of people responsible, the dollar or number amount added to a resource and the Title, I Components (if selected). On the settings of your plan, selecting SW (School wide) or TA (Target Assistance) populate different options when adding new strategies.
Use the individual icons next to a strategy to add a Progress Update, Edit,or Delete.

Students