A Capability can exist today but may require changes in order to meet the needs of the future or achieve an Objective. Likewise, introducing a new Capability will require changes in order for the new Capability to be effective.
A Course of Action is a description of a change that must be implemented to a capability in order to bridge the gap between where it is at today and where it needs to be in the future. A Course of Action should describe the people, process and physical changes to a Capability.
Although it is possible to define Courses of Action for all the Capabilities on your map, your focus should be on defining Courses of Action for the Capabilities which you have prioritize with a Priority Rating (High, Medium or Low in that order) and the Capability that delivers to a tagged Objective. If you have decided that a Capability is not a priority (no Priority Rating tag) or does not deliver to an Objective, then you would be wasting time and effort defining Courses of Action for these as they are unlikely to be relevant when formulating your strategy roadmap.
Defining Courses of Action in Jibility
In the Courses of Action step you are presented with your Capability Map showing the Capabilities tagged with Priority Rating and Objectives. Focus your effort on defining Courses of Action for the Capabilities that requires a change, tagged with a Priority Rating and tagged with an Objective first.
Tips: All Capabilities that are marked as requiring change and have a Priority Rating and Objective tag are automatically highlighted with a Red Tick (this is explained further in this article).
To define a Course of Action for a Capability, you can
- Drag/drop a New Course of Action onto a capability on the map - this will add the Course of Action to your list for that capability; or
- Drag/drop a New Course of Action to the Courses of Action list for a selected capability - this will allow you to position the new Course of Action in the list.
Once you have added a new Course of Action, you can change the name of the Course of Action to describe the action. For example, a course of action could be "Implement a risk management system".
Tips: You can drag/drop a Course of Action in your list to re-order your list but you can also drag/drop a Course of Action that you have defined onto another capability in your map. Sometimes you create a Course of Action for a capability and then you realize that the Course of Action is better suited for another capability, just drag and move it.
Deleting a Course of Action
To delete a course of action
- Select the course of action;
- Click on the delete button - trash can icon circled in red in the diagram shown below.
Note, deleting a course of action here will also remove the course of action from an initiative if it is assigned.
Multiple Linked Objectives
Jibility supports the ability to link a capability to up to three objectives. We recommend linking to only one (the primary) objective to keep things simple.
When defining Courses of Action for a capability that has more than one linked Objective you need to consider what actions are required for the capability in relation to each objective. i.e. There should be at least one Course of Action that delivers to each linked objective for the capability.
Categorizing Courses of Action
In Jibility we categorize our Courses of Actions as people, process or physical. Doing so will prompt you to consider (for completeness):
- What Courses of Action do I need for this Capability which are related to people change?;
- What Courses of Action do I need for this Capability which are related to process change?; and
- What Courses of Action do I need for this Capability which are related to physical change?
Note, each Course of Action name for a Capability must be unique.
TIPS: You can rename or add your own Courses of Action categories in the Canvas Properties. Refer to the Courses of Action Categories article for more information.
Naming a Course of Action
The naming of a Course of Action should be broadly based on the following convention.
Course of Action Name : <Verb> <Item>
<Verb> is the action undertaken by the Course of Action such as Define, Build, Configure, Implement, Improve, Reduce etc.
<Item> is the people, process or physical object requiring action
Some examples of Initiatives are
Define Business Execution Model
Build Customer Service Management System
Implement Help Center
Improve Staff recruitment process
Tracking which Capabilities you have completed
To help you track which Capabilities have Courses of Action defined and which ones you have completed, Jibility provides a visual status indicator. Notice, the colored ticks on the Risk Management, Compliance Management and Policy Management Capabilities below.
In the Course of Action editor, you will see the Definition Status bar as shown below
- The Dash is the default status for all Capabilities that do not require change, and therefore Courses of Action is not required. This is not visually show on the Capability Map.
- The Red tick is automatically shown for Capabilities that requires change and is linked to a Priority Rating or an Objective. This indicates that you should define at least one Course of Action for the capability.
- The Yellow tick is selected automatically as soon as you add a Course of Action for a Capability. This indicates that you have started but not completed defining your Courses of Action for the Capability.
- The Green tick is selected (manually by you) when you want to indicate that you have completed defining Courses of Action for the Capability
Note, you can move back to a Yellow tick from a Green tick if you decide that you haven't completed defining Courses of Action for a Capability by clicking on the Yellow tick on the status bar.
Also, if you delete all Courses of Action or move all of them to another capability then the Status will automatically switch back to Red tick if it was previously Green.
Finding a Course of Action
Suppose you want to find a Course of Action but you are not sure which Capability it belongs to then you have two options
- Go to the Initiative Step and look for the Course of Action using the Search function, select the Course of Action and then go back to the Course of Action Step. Jibility will automatically find and scroll to the selected Course of Action from the Initiative Step.
- Go to the Publish step and open the Capabilities & Course of Action document. Look for the Course of Action here (you can use the Browser search - Crtl-F) then you can see the Capability it belongs to. Once you know the Capability name you can go back to the Course of Action step, find the Capability and you should then see the Course of Action listed.