3 Year Service Profile Report

Consists of a 3-year planning report including a 3-year budget for the selected service profile.

Following filters are available:

Filter

Description

Service Profile

A drop-down list that allows selection of a Service Profile (defined in Planning > Service Delivery > Service Profile). The default selection is the first Service Profile as per alphabetical order.

Note: Can select only one Service Profile. ‘Select All’ option is unavailable.

Reporting Year

A drop-down list that allows selection of a Reporting Year. The default selection is the current reporting Year.

 

The following information is displayed for the Service Profile selected.

Fields

Description

Description:

 

Description of the Service Profile (defined within the Service Profile Detail area)

Outputs:

Description of the Service Profile outputs  (defined within the Service Profile Detail area)

Primary Outcome:

Displays the Primary Outcome linked to the Service Profile (within the Service Profile Detail area)

Secondary Outcomes:

Displays all Secondary Outcomes linked to the Service Profile (within the Service Profile Detail area)

Business Unit:

Displays the Business Unit linked to the Service Profile (defined within the Service Profile Detail area)

Budgets:

Displays Budget Details (only the Targets) of the linked Business Unit for all three reporting periods (Defined in Action Budget area).

 

Note: Information displayed in Description, Outputs, Primary Outcomes, Secondary Outcomes, Business Unit will be the information of the current system period irrespective of the Reporting Year selected from within the filtering area.


Sample Output:

3 Year Service Profile Actuals Report

This report will show service profile data for the selected year and two years ahead.

Following filters are available:

Filter

Description

Service Profile

A drop-down list that allows selection of a Service Profile (defined in Planning > Service Delivery > Service Profile). The default selection is the first Service Profile as per alphabetical order.

Note: Can select only one Service Profile. ‘Select All’ option is not available.

Reporting Year

A drop-down list that allows selection of a Reporting Year. The default selection is the current reporting Year.


This report will be similar to the Three-Year Service Profile Report except that it compares the budget figures with actual expenditure and the KPI targets with actual achievements.

For the selected Service Profile, the following information is displayed.

Fields

Description

Description:

 

Description of the Service Profile (defined within the Service Profile Detail area)

Outputs:

Description of the Service Profile outputs  (defined within the Service Profile Detail area)

Primary Outcome:

Displays the Primary Outcome linked to the Service Profile (defined within the Service Profile Detail area)

Secondary Outcomes:

Displays all Secondary Outcomes linked to the Service Profile (defined within the Service Profile Detail area)

Business Unit:

Displays the Business Unit linked to the Service Profile (defined within the Service Profile Detail area)

Budgets:

Displays Budget Details (Target and Actuals) of the linked Business Unit for all three reporting years (Defined in the Action Budget area).

KPIs:

Displays KPI details (Target and Actuals and the unit of measure) of the linked KPIs for all three reporting periods (Defined in KPI Target/Actual area).

Note:

• KPIs are linked to the service profile within KPI linking area

• Unit of measure displayed for each KPI is defined within Manage KPI area.

 

Note: Information displayed in Description, Outputs, Primary Outcomes, Secondary Outcomes, Business Unit will be the information of the current system period irrespective of the Reporting Year selected from within the filtering area.


Sample Output:


Actions by Service Profile Report

This report shows Actions and Budget information categorized by Service Profiles.

Following filters are available:

Filter

Description

Business Unit

A drop-down list that allows selection of a cammsstrategy® Business Unit (defined in Framework > Business Unit). The default selection is the ‘Show All’ Option.

Service Profile

A drop-down list that allows selection of a Service Profile (defined in Planning > Service Delivery > Service Profile). The default selection is the first Service Profile as per alphabetical order.

Note: Can select only one Service Profile. ‘Select All’ option is not available.

Reporting Year

A drop-down list that allows selection of a Reporting Year. The default selection is the current reporting Year.


Service Profile Name linked to the selected Business unit will be displayed. For each service profile, the following information is displayed.

Fields

Description

Action

 

Displays the Action linked to the service profile (Defined in Action Detail area as Action)

Start/End Date

Displays the Start and End Date  (defined within the Service Profile Detail area)

Budget Type:

Displays the budget type of the Action (defined within Action Detail area)

Budget Details (Budgeted and Actual Income and Expenditure details) of the selected period. (If the selected year is 09/10, the budget details for 09/10, 10/11 and 11/12 will be displayed)


Note: Every new service Profile will start on a new page. The Business unit selected is not displayed anywhere in the report.


Sample Output:

Global Service Profile Actual Report

This report consists of all Service Profile information, including related three-year budgets or actuals and KPI targets or actuals, for a selected financial year.

Following filters are available:

Filter

Description

Reporting Year

A drop-down list that allows selection of a Reporting Year. The default selection is the current reporting Year.


Service Profile Name linked to the selected Business unit will be displayed. For each service profile, the following information is displayed.

Fields

Description

Description:

 

Description of the Service Profile (defined within the Service Profile Detail area)

Outputs:

Description of the Service Profile outputs  (defined within the Service Profile Detail area)

Primary Outcome:

Displays the Primary Outcome linked to the Service Profile (defined within the Service Profile Detail area)

Secondary Outcomes:

Displays all Secondary Outcomes linked to the Service Profile (defined within the Service Profile Detail area)

Business Unit:

Displays the Business Unit linked to the Service Profile (defined within the Service Profile Detail area)

Budgets:

Displays Budget Details (Target and Actuals) of the linked Business Unit for three reporting periods (Defined in Action Budget area) starting from the period selected in the filter screen.

KPIs:

Displays KPI details (Target and Actuals and the unit of measure) of the linked KPIs for three reporting periods (Defined in KPI Target/Actual area) starting from the period selected in the filter screen.

Note:

• KPIs are linked to the service profile within KPI linking area

• Unit of measure displayed for each KPI is defined within Manage KPI area.

 

Note: Information displayed in Description, Outputs, Primary Outcomes, Secondary Outcomes, Business Unit will be the information of the current system period irrespective of the Reporting Year selected from within the filtering area.


Sample Output:

Global Service Profile Report

This report consists of all Service Profile information, including related three-year budgets and KPI targets for the selected financial year,

Following filters are available:

Filter

Description

Reporting Year

A drop-down list that allows selection of a Reporting Year. The default selection is the current reporting Year.


The Service Profile Name linked to the selected Business unit will be displayed.

For each service profile, the following information is displayed.

Fields

Description

Description:

 

Description of the Service Profile (defined within the Service Profile Detail area)

Outputs:

Description of the Service Profile outputs  (defined within the Service Profile Detail area)

Primary Outcome:

Displays the Primary Outcome linked to the Service Profile (defined within the Service Profile Detail area)

Secondary Outcomes:

Displays all Secondary Outcomes linked to the Service Profile (defined within the Service Profile Detail area)

Business Unit:

Displays the Business Unit linked to the Service Profile (defined within the Service Profile Detail area)

Budgets:

Displays Budget Details of the linked Business Unit for all three reporting periods (Defined in the Action Budget area).

KPIs:

Displays KPI details (Only the Target and the unit of measure) of the linked KPIs for all three reporting periods (Defined in the KPI Target/Actual area).

Note:

• KPIs are linked to the service profile within KPI linking area

• Unit of measure displayed for each KPI is defined within Manage KPI area.

 

Note:  Information displayed in Description, Outputs, Primary Outcomes, Secondary Outcomes, Business Unit will be the information of the current system period irrespective of the Reporting Year selected from within the filtering area.


Sample Output:


Management Plan by Business Unit Report

This report consists of all Service Profiles and related actions and budget summary for a selected financial year

Following filters are available:

Filter

Description

Business Unit

A drop-down list that allows selection of a cammsstrategy® Business Unit (defined in Framework > Business Unit). The default selection is the ‘Show All’ Option.

Reporting Year

A drop-down list that allows selection of a Reporting Year. The default selection is the current reporting Year.

 

SWOT diagram is displayed at the top:

Fields

Description

Strengths

Lists the strengths of the Business Unit (As defined in Planning > Corporate Business Planning > SWOT)

Weaknesses

Lists the Weaknesses of the Business Unit (As defined in Planning > Corporate Business Planning > SWOT)

Opportunities

Lists the Opportunities of the Business Unit (As defined in Planning > Corporate Business Planning > SWOT)

Threats

Lists the Threats of the Business Unit (As defined in Planning > Corporate Business Planning > SWOT)


Note: Information displayed within the Organizational SWOT’ area in the report will be the information defined within the current business period irrespective of the Reporting year selected within the filtering area.


Sample Output:

For each Service Profile the following information is displayed.

Field

Description

Description

Description of the Service Profile (defined within the Service Profile Detail area)

Outputs

Description of the Service Profile outputs  (defined within the Service Profile Detail area)

Primary Outcome

Displays the Primary Outcome linked to the Service Profile (defined within the Service Profile Detail area)

Secondary Outcomes

Displays all Secondary Outcomes linked to the Service Profile (defined within the Service Profile Detail area)

Business Unit

Displays the Business Unit linked to the Service Profile (defined within the Service Profile Detail area)

Actions

 

List all the Actions linked to the Service Profile

Strat ID

Displays the Strategic Id that the Action is linked to

Action

Action title (Defined in the Action Detail area)

Start Date

Start Date of the Action (Defined in the Action Detail area)

Comp Date

Completion Date of the Action (Defined in the Action Detail area)

Budget Type

Budget Type of the Action (Defined in the Action Detail area)

Budgets

Displays Budget Details (Target and Actuals) of the linked Business Unit for all three reporting periods (Defined in the Action Budget area).

Service Profile KPIs:

Displays the KPIs linked to the Service Profile.

KPIs

Displays KPI details (Target and Actuals and the unit of measure) of the linked KPIs for all three reporting periods (Defined in KPI Target/Actual area).

Note:

KPIs are linked to the service profile within KPI linking area and not within the Service Profile area.

Unit of measure displayed for each KPI is defined within Manage KPI area.


Note: Information displayed in Description, Outputs, Primary Outcomes, Secondary Outcomes, Business Unit will be the information of the current system period irrespective of the Reporting Year selected from within the filtering area.


The labels ‘Description’, ‘Output’, ‘Primary Outcome’ and ‘Secondary Outcome’ are underlined.

Each Service Profile will start on a new page.

All KPI details for a single Service Profile will not continue in the same page, whereas it will start on a new page.


Sample Output:

Management Plan Report

This report consists of all Service Profiles with related actions and budget summary for a three-year period (starting from the selected financial year).

The Report includes two sections:

Note: Information displayed within the Organisational SWOT’ area in the report will be the information defined within the current business period irrespective of the Reporting year selected within the filtering area.

Following filters are available:

Filter

Description

Reporting Year

A drop-down list that allows selection of a Reporting Year. The default selection is the current reporting Year.

 

SWOT diagram is displayed at the top:

Fields

Description

Strengths

Lists the strengths of the Business Unit (As defined in Planning > Corporate Business Planning > SWOT)

Weaknesses

Lists the Weaknesses of the Business Unit (As defined in Planning > Corporate Business Planning > SWOT)

Opportunities

Lists the Opportunities of the Business Unit (As defined in Planning > Corporate Business Planning > SWOT)

Threats

Lists the Threats of the Business Unit (As defined in Planning > Corporate Business Planning > SWOT)


Note: Information displayed within the Organizational SWOT’ area in the report will be the information defined within the current business period irrespective of the Reporting year selected within the filtering area.


Sample Output:

For each Service Profile the following information is displayed.

Field

Description

Description

Description of the Service Profile (defined within the Service Profile Detail area)

Outputs

Description of the Service Profile outputs  (defined within the Service Profile Detail area)

Primary Outcome

Displays the Primary Outcome linked to the Service Profile (defined within the Service Profile Detail area)

Secondary Outcomes

Displays all Secondary Outcomes linked to the Service Profile (defined within the Service Profile Detail area)

Business Unit

Displays the Business Unit linked to the Service Profile (defined within the Service Profile Detail area)

Actions

 

List all the Actions linked to the Service Profile

Strat ID

Displays the Strategic Id that the Action is linked to

Action

Action title (Defined in the Action Detail area)

Start Date

Start Date of the Action (Defined in Action Detail area)

Comp Date

Completion Date of the Action (Defined in Action Detail area)

Budget Type

Budget Type of the Action (Defined in Action Detail area)

Budgets

Displays Budget Details (Target and Actuals) of the linked Business Unit for all three reporting periods (Defined in Action Budget area).

Service Profile KPIs:

Displays the KPIs linked to the Service Profile.

KPIs

Displays KPI details (Target and Actuals and the unit of measure) of the linked KPIs for all three reporting periods (Defined in KPI Target/Actual area).

Note:

KPIs are linked to the service profile within KPI linking area and not within the Service Profile area.

Unit of measure displayed for each KPI is defined within Manage KPI area.


Notes:

  • Information displayed in Description, Outputs, Primary Outcomes, Secondary Outcomes, Business Unit will be the information of the current system period irrespective of the Reporting Year selected from within the filtering area.
  • Each Service Profile will start on a new page
  • All KPI details for a single Service Profile will not continue in the same page, whereas it will start on a new page.


Sample Output: