Planning and Reporting
Create step by step playbooks, integrate system data such as BIA, strategies and more into your BC plan, and generate program reports for enhanced visibility and analysis.
Shadow-Planner simplifies the process of compiling data into plans and reports that can be easily distributed throughout the organisation.
The tool offers flexibility, allowing users to create documentation tailored to specific requirements, with the assurance that the data remains dynamic and can be updated with a simple click.
Plans or reports are built from a variety of components within the Shadow-Planner tool, they include:
- Documents: Upload or create documents in a folder structure to track program elements or use in multiple plans
- Playbooks: Develop custom playbooks with step-by-step guidance or crib sheets, detailing responsibilities and attaching relevant documents
- Contact groups: Include contact groups in plans for cascading information or identifying specific teams or stakeholders, including critical suppliers
- Shadow-Planner data: Integrate information from BIA records, multiple strategy records, exercise details, or the records library into plans or reports
- Text editor: Add additional content, such as custom text or images, using the built-in text editor to bridge gaps between data sets and transform information into a cohesive plan
Shadow-Planner maintains a unique style sheet for each organisation, ensuring that content created through the planning and reporting module aligns with the established look and feel of other documents in the organisation. This includes colour schemes, fonts, headers, footers, and more, all customisable based on your individual style sheet.
