Create & Manage Frameworks Objectives
This page covers:
Create a Framework in Amp Impact
Once an organization conceptually finalized its logical framework, they have the option to create the Framework and related Framework Objectives for each Amp Impact Project (or initiative). The Framework and Framework Objectives form the backbone of impact measurement and ultimately, allow them to link Project Indicators to their Framework Objectives.
Here is an example of a Framework with Framework Objectives that an organization is using to track progress toward its goals:
Youβll notice that they:
Defined a hierarchy of objectives that are nested in this list (Impact > Outcome > Output > Activity);
Connected their indicators to various objectives to track progress toward their goals;
Are automatically aggregating indicator target and result data in this table to track their overall progress.
Now, letβs get into the step-by-step data entry process to create this in Amp Impact.
There are three ways to add Framework Objectives to a Framework:
Create Custom Framework Objective Records
Create the Framework Objectives you need for your Project one by one. This is especially helpful when youβre creating a Framework for the first time, or need to add a specific Framework Objective for this Project.
Add Framework Objectives from a Catalog
Add the Framework Objectives to your Project by selecting them from a library of existing Objective records. This is helpful if you have a specific set of Objectives that you typically track for Projects.
Clone a Framework from Another Amp Impact Project
Use the wizard to clone Framework Objectives from another similar Project or Framework to avoid rework or set a standard for how Frameworks should be set up.
Create Custom Framework Objectives
Navigate to the βFrameworksβ tab located in your systemβs Amp Impact Project tab. The naming could differ depending on the configuration in your system (for example, it could be called βResults Frameworkβ, βLogframeβ, βLogical Frameworkβ, or something similar). Click on the βAdd Custom Framework Objectiveβ button.
Complete the fields in the pop-up below:
Here are a few considerations when creating custom Framework Objective records using the pop-up:
The βObjective Nameβ field will be visible to users on the framework you create.
Values for the βDescriptionβ field cannot include semicolons (;) to preserve the functionality of search filters for the ampi__Objective__c field.
You can choose if youβd like to add this objective to the catalog for other users to it add to their frameworks. Check the βInclude in Catalogβ checkbox to do so.
Once you click βSaveβ on the pop-up, an Objective record as well as a Framework Objective junction
record will be created.If youβre creating an objective hierarchy, the Framework Objective cannot reference itself.
Add a Child Framework Objective ORION V1.41 ONWARDS
As of the Orion Release (v1.41), users have the ability to add a child objective using the dropdown icon next to a Framework Objective.
Click on the dropdown icon next to the Framework Objective for which a child objective has to be created and then click on βAdd Child Objectiveβ
This will open the βAdd Custom Framework Objectiveβ popup with the βParent Objectiveβ field prep-populated. Fill in the details and click βSaveβ
Add Framework Objectives from a Catalog
Navigate to the βFrameworksβ tab located in your systemβs Amp Impact Project tab. The naming could differ depending on the configuration in your system (for example, it could be called βResults Frameworkβ, βLogframeβ, βLogical Frameworkβ, or something similar). Click on the βAdd Objective from Catalogβ button.
Select the relevant Objective records and click on βAdd Selectedβ to add them to your Project Framework.
Copy Framework Objectives from Another Framework
Often organizations use the same (or similar) frameworks across their projects or initiatives. Instead of creating or adding the same Framework Objectives to the new Project Framework, Amp Impact allows users to simply clone a Framework from one project to another.
Once again, you can navigate to the βFrameworksβ tab located in your systemβs Amp Impact Project tab. The naming could differ depending on the configuration in your system (for example, it could be called βResults Frameworkβ, βLogframeβ, βLogical Frameworkβ, or something similar). Click on the βCopy From Another Framework β button on the top right to launch the wizard for copying Framework Objectives.
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Select a Project and Framework to Copy Framework Objectives From
The βCopy From Another Frameworkβ wizard will guide you through the process to select and copy Framework Objectives to your new Project Framework.
Select the Amp Impact Project and Project Framework to copy Framework Objectives from.
You can only select Projects that have related Framework(s) or Framework Objective(s) in the βSelect A Projectβ box. Similarly, only Frameworks with related Framework Objectives will be available in the βSelect A Frameworkβ box.
You donβt need to fill out both the βSelect A Projectβ and βSelect A Frameworkβ boxes - you can only complete the relevant one to display the Framework Objectives you are looking for.
Once you have selected a Project and/or Framework, click βNextβ to see the list of Framework Objectives. Select the appropriate Framework Objectives by checking the relevant boxes.
Some Framework Objectives might already have Project Indicators linked to them. In these cases, you can select the option to βCopy the Indicators related to the selected Objective(s)?β over to your new Project as well. Conversely, this box will be deactivated if none of the Framework Objectives have any related Project Indicators.
If you have selected to copy Project Indicators as well, the wizard will take you to the βSelect Project Indicatorsβ screen to select the relevant Project Indicators youβd like to clone.
4. Click βSaveβ to create the Framework Objectives and Indicators for your Project.
Manage Framework Objectives in the Project Framework
Now that you have your Framework Objectives, you can modify or remove them as your Project progresses.
Modify Framework Objectives
Click on the pencil icon to edit the Framework Objective.
ORION V1.41 ONWARDS As of the Orion Release (v1.41), the pencil and garbage icons have been replaced by a dropdown menu. Click on the dropdown button and select βDeleteβ option to delete the Framework Objective.
This brings up a pop-up where you can add, modify, or remove information about the Framework Objective. The changes you make in this interface are only reflected on the Framework Objective - i.e. only for this Project. The details for this Objective in the Objective Catalog will not be affected.
Remove Framework Objectives
There are two ways to remove Framework Objectives:
Delete a Framework Objective
Click on the garbage icon to delete the Framework Objective.
ORION V1.41 ONWARDS
As of the Orion Release (v1.41), the pencil and garbage icons have been replaced by a dropdown menu. Click on the dropdown button and select βDeleteβ option to delete the Framework Objective.Deleting a Framework Objective will delete it for the project (and keep the Objective record in the catalog). It will also delete any relationship records (e.g. the relationship between Project Indicator and Framework Objective) and not the other record (e.g. the Project Indicator will still be there - it will just not be related to a Framework Objective anymore.
Deactivate a Framework Objective
Deactivating a Framework Objective removes the Framework Objective from the Project Framework without deleting the record.
Click on the pencil icon next to to the Framework Objective/ Edit button on the drodown record to render the edit pop-up and check the βDeactivated?β checkbox.
Other Framework Objective Gotchas
Framework Objectives can be related to other Objectives to create a hierarchy (and nesting).
Click on the dropdown button and select 'Add Child Objective' to quickly relate a Framework Objective to Other Objectives. ORION V1.41 ONWARDS
Framework Objectives are ordered alphabetically at their hierarchical level, i.e. all parent Objectives are alphabetized, and their immediate child Objectives are alphabetized only within the parent Objective.
At the top of the table next to the Framework Item column header, there is an action link to βExpand Allβ or βCollapse Allβ children and grandchildren Framework Objectives.
Submit a Framework
To submit a Framework, click on the dropdown next to the refresh icon and click on βSubmit for Approvalβ
After submission a framework is locked for edits and users are not able to add, edit or delete any Framework Objectives. The βStatusβ is updated to βSubmittedβ and the βLocked/FrameworkLockedβ field is set to TRUE. The following buttons will be disabled:
βAdd Objective from Catalogβ
βAdd Custom Framework Objectiveβ
βCopy From Another Frameworkβ
βSubmit for Approvalβ
The following icons next to framework objectives, will also be hidden:
Edit Icon (Pencil)
Delete Icon (Dustbin)
When a Framework is submitted and locked as a part of the βSubmit and Lockβ wizard, users will additionally see the text β(Locked)β added after the Framework Name on the picklist on ManageFraemwork LWC. Framework Objectives are also locked for edits even if they are not linked to a Framework. This wizard is available from Mira (v1.37) onwards.