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Resolutions
20 March 2026
Legislation Library
20 March 2026
Published 20 March 2026

Strategic Plans

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Strategic Plan Management

The strategic planning process is very important for any organisation and needs to be carried out before implementing a performance management system

Terms of Use
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1Overview of Strategic Plan Management Module
The IDP module assists with the management and reporting of the performance requirements included in the municipal IDP. This includes the defining of the Vison Statement, Mission Statement and Value Statement of the municipality before they can start the process on agreeing on the service delivery objectives and outcomes. These will be captured, including the tracking of the various versions, into the Action Assist system to make them available for reporting purposes. The next step is the building on the IDP in the IDP Assist Module.
2 The working of the Strategic Plan Management (IDP) module:
Risk Assist
  • Step 1

    - The process starts by the user creating the IDP on the system. The information captured for each IDP includes the Name of the IDP, the start date (financial year) and the number of subsequent year(s) that should be added to the initial year. ;

  • Step 2

    - The Strategic Plan (IDP) owner will build the Performance Management Framework, the Key Performance Areas (KPAs), Programmes, and Key Performance Indicators (KPIs). Action Assist facilitates the linking of Key Performance Indicators to Expected Outcomes and Projects;

  • Step 3

    - The system can be used to generate the IDP and reports required for compliance monitoring, reporting and evaluation;

3 IDP / Strategic Plan Assist Key Features include:
  • The availability of an online IDP / Strategic document / plan.
  • The availability of data across multiple financial years.
  • The organisation can build the seven (7) mSCOA segments in the module, i.e. Project Category, Function, Item, Fund, Region, Costing, and MSC.
  • The organisation can import project finances in accordance with mSCOA requirements.
  • Functionality for the module administrator to define and manage user access as required by the organisation.
  • Functionality for the module administrator to define all client-specific defaults for the module.
  • Easy, user-friendly update process.
4IDP / Strategic Plan Assist Operational Benefits include:
  • All organisational and individual performance data is maintained in one central database and remains up to date at all times.
  • Ability to produce management dashboards through the reporting functionality.
  • Financial information can be imported directly into the system through both manual and fully integrated processes, as required by legislation such as mSCOA.
  • Users can access the module through various devices, including desktops, laptops, tablets, and smartphones.
  • Automated logging of all activities in detailed activity logs.
  • Automated reminder notifications can be scheduled on the system.
  • Clearly defined user access ensures that users only have access to the functionality they require.