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Create & Manage Frameworks Objectives
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  • Create & Manage Frameworks Objectives


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    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:

    You’ll 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, let’s 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 you’re 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

    1. Navigate to the β€œFrameworks” tab located in your system’s Amp Impact Project tab. The naming could differ depending on the configuration in your system (for example, it could be called β€œResults Framework”, β€œLogframe”, β€œLogical Framework”, or something similar). Click on the β€œAdd Custom Framework Objective” button.

    2. Complete the fields in the pop-up below:

    Here are a few considerations when creating custom Framework Objective records using the pop-up:

    1. The β€œObjective Name” field will be visible to users on the framework you create.

    2. Values for the β€œDescription” field cannot include semicolons (;) to preserve the functionality of search filters for the ampi__Objective__c field.

    3. You can choose if you’d like to add this objective to the catalog for other users to it add to their frameworks. Check the β€œInclude in Catalog” checkbox to do so.

    4. Once you click β€œSave” on the pop-up, an Objective record as well as a Framework Objective junction
      record will be created.

    5. If you’re 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.

    1. Click on the dropdown icon next to the Framework Objective for which a child objective has to be created and then click on β€œAdd Child Objective”

    1. This will open the β€œAdd Custom Framework Objective” popup with the β€œParent Objective” field prep-populated. Fill in the details and click β€œSave”


    Add Framework Objectives from a Catalog

    1. Navigate to the β€œFrameworks” tab located in your system’s Amp Impact Project tab. The naming could differ depending on the configuration in your system (for example, it could be called β€œResults Framework”, β€œLogframe”, β€œLogical Framework”, or something similar). Click on the β€œAdd Objective from Catalog” button.

    2. Select the relevant Objective records and click on β€œAdd Selected” 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.

    1. Once again, you can navigate to the β€œFrameworks” tab located in your system’s Amp Impact Project tab. The naming could differ depending on the configuration in your system (for example, it could be called β€œResults Framework”, β€œLogframe”, β€œLogical Framework”, or something similar). Click on the β€œCopy From Another Framework ” button on the top right to launch the wizard for copying Framework Objectives.

      Β 

    Select a Project and Framework to Copy Framework Objectives From

    The β€œCopy From Another Framework” wizard will guide you through the process to select and copy Framework Objectives to your new Project Framework.

    1. Select the Amp Impact Project and Project Framework to copy Framework Objectives from.

      1. You can only select Projects that have related Framework(s) or Framework Objective(s) in the β€œSelect A Project” box. Similarly, only Frameworks with related Framework Objectives will be available in the β€œSelect A Framework” box.

      2. You don’t need to fill out both the β€œSelect A Project” and β€œSelect A Framework” boxes - you can only complete the relevant one to display the Framework Objectives you are looking for.

    2. Once you have selected a Project and/or Framework, click β€œNext” to see the list of Framework Objectives. Select the appropriate Framework Objectives by checking the relevant boxes.

    3. Some Framework Objectives might already have Project Indicators linked to them. In these cases, you can select the option to β€œCopy the Indicators related to the selected Objective(s)?” over to your new Project as well. Conversely, this box will be deactivated if none of the Framework Objectives have any related Project Indicators.

    4. If you have selected to copy Project Indicators as well, the wizard will take you to the β€œSelect Project Indicators” screen to select the relevant Project Indicators you’d like to clone.

    4. Click β€œSave” 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

    1. Click on the pencil icon to edit the Framework Objective.

    2. 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 β€˜Delete’ option to delete the Framework Objective.

    3. 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

    1. 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 β€˜Delete’ option to delete the Framework Objective.

    2. 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.

    1. 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 β€œDeactivated?” 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 β€œExpand All” or β€œCollapse All” children and grandchildren Framework Objectives.

    Submit a Framework

    To submit a Framework, click on the dropdown next to the refresh icon and click on β€œSubmit for Approval”

    After submission a framework is locked for edits and users are not able to add, edit or delete any Framework Objectives. The β€œStatus” is updated to β€œSubmitted” and the β€œLocked/FrameworkLocked” field is set to TRUE. The following buttons will be disabled:

    1. β€œAdd Objective from Catalog”

    2. β€œAdd Custom Framework Objective”

    3. β€œCopy From Another Framework”

    4. β€œSubmit for Approval”

    The following icons next to framework objectives, will also be hidden:

    1. Edit Icon (Pencil)

    2. Delete Icon (Dustbin)

    When a Framework is submitted and locked as a part of the β€œSubmit and Lock” wizard, users will additionally see the text β€œ(Locked)” 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.


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