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3.2 Adding Outcomes, Actions & Indicators (OAIs)

Action Plans are built around Outcomes, Actions and Indicators (OAIs). 

When starting an Action Plan, take some time to think about what you want to achieve, then build your plan using the following methodology:  

  • Outcomes – what you want to achieve 
  • Actions – how you would go about achieving those Outcomes 
  • Indicators – how you would track or measure progress 

OAIs can be added to the platform in both Mind Map View and Table View.  

Adding OAIs via Mind Map View 

From the Dashboard, click View on the ‘Plans’ card. From here, click View on the Action Plan you wish to edit and then click Mind Map. Using the ribbon on the left-hand side, select either Outcome, Action or Indicator.  

In the side bar that appears, fill out each field: 

  • Name: a short name for your Outcome/Action/Indicator, usually a paraphrase of its full definition 
  • Details: the full definition of your Outcome/Action/Indicator 
  • Category: the category which your Outcome/Action/Indicator primarily belongs to  

Actions and Indicators have Additional Information where you can add extra information if needed (optional). 

Once all of the fields have been filled out, click Add Outcome/Action/Indicator and the new node will appear in the Mind Map. 

Adding OAIs via Table View 

From the Dashboard, click View on the ‘Plans’ card. From here, click View on the Action Plan you wish to edit and then click Table. Using the ribbon at the top, select either Outcome, Action or Indicator and then click Add Outcome/Action/Indicator.  

In the pop-up that appears, fill out each field as detailed above and the new node will appear in the Table.  

In Table View, you can upload groups of up to 50 Outcomes, Actions and Indicators at a time with the Excel Uploader, see 6.4 Excel Uploader

See 5.2 Linking to learn how to link your nodes together here. 

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