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:

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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 Objectives

1. Navigate to the “Frameworks” 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 “Results Framework”, “Logframe”, “Logical Framework”, or something similar). Click on the “Add Custom Framework Objective” button.

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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 “Objective Name” field will be visible to users on the framework you create.

2. Values for the “Description” 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 “Include in Catalog” checkbox to do so.

4. Once you click “Save” 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 “Add Child Objective”

2. This will open the “Add Custom Framework Objective” popup with the “Parent Objective” field prep-populated. Fill in the details and click “Save”

Add Framework Objectives from a Catalog

1. Navigate to the “Frameworks” 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 “Results Framework”, “Logframe”, “Logical Framework”, or something similar). Click on the “Add Objective from Catalog” button.

2. Select the relevant Objective records and click on “Add 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 “Frameworks” 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 “Results Framework”, “Logframe”, “Logical Framework”, or something similar). Click on the “Copy From Another Framework ” button on the top right to launch the wizard for copying Framework Objectives.

    

Select a Project and Framework to Copy Framework Objectives From

The “Copy 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 “Select A Project” box. Similarly, only Frameworks with related Framework Objectives will be available in the “Select A Framework” box.

   2. You don’t need to fill out both the “Select A Project” and “Select 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 “Next” 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 “Copy 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 “Select Project Indicators” screen to select the relevant Project Indicators you’d like to clone.

4. Click “Save” 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 ‘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 ‘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 “Deactivated?” 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 “Expand All” or “Collapse 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 “Submit for Approval”

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

1. “Add Objective from Catalog”

2. “Add Custom Framework Objective”

3. “Copy From Another Framework”

4. “Submit 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 “Submit and Lock” wizard, users will additionally see the text “(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.