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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 

When a plan is first created, example OAIs are included. These can be deleted or edited.

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 
  • Additional Information: any extra information relevant to the Outcome/Action/Indicator
  • Lens Category: the category which your Outcome/Action/Indicator primarily belongs to (more information about this in Lenses)

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

Outcomes, Actions and Indicators have Location, Privacy Options, Bookmark, Additional Action Fields, Additional Data, and Sources where you can add extra information if needed (optional). This information can’t be added when first creating an Outcome/Action/Indicator but can be added by clicking on the Outcome/Action/Indicator of your choice after it has been created.

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 on the right of the purple ribbon at the top of the screen. Using the tabs at the top left of the screen, select either Outcome, Action or Indicator and then click Add Outcome/Action/Indicator (this can be found near the top right of the screen).  

In the pop-up that appears, fill out each field as in Mindmap View and the new node will appear in the Table, and will also exist in the other views.  

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

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

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