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Connecting to the Ecosystem Plan

If you wish to connect your individual action plans to your Ecosystem Plan or if you’ve requested to connect to another Workspace, Shared Outcomes (SOs) and Shared Indicators (SIs) can be ‘adopted’ into Action Plans.

This page is for how to adopt SO/SIs into your individual action plan but it would be most useful to familiarise yourself with the documentation on Ecosystem Plans and Shared Outcomes/Shared Indicators first.

To adopt relevant SOs or SIs: 

  1. Click ‘Connect’ on the bottom left of Mindmap View in your individual action plan and select the relevant Ecosystem Plan.
  2. Select the applicable SOs and SIs and then click Adopt. The Adopted nodes will appear and can be linked to plan specific Outcomes, Actions and Indicators. 

This video is outdated and due to be reviewed soon.

Progress updates that are input into SO/SIs or OAIs linked to SO/SIs will be shared with the Workspace Admins/Managers. 

Filtering by Ecosystem Plan  

If you are connected to multiple Ecosystem Plans, this means you can adopt in SO/SIs from all of them. If you want to see how your Action Plan links to a particular Ecosystem Plan, you can do so by clicking on Filters on the top right of the screen.  

From the sidebar that appears, select / de-select which Ecosystem Plan you want to filter in or our under Ecosystem Plans.

To learn more about creating an Ecosystem Plan with Shared Outcomes & Shared Indicators, see Ecosystem Plans section.

And if you want to learn more about Connecting across workspaces to other Ecosystem plans then see Connecting Ecosystems.

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