Question
Success plans need better capabilities during creation / editing (reorder objectives for example)
Editing and creating success plan templates as they exist is sub optimal.
Pretend you have v1 of a success plan template. Said success plan has:
Prepare stuff
Do thing A
Do thing B
Execute C
(in our case, some of our success plans are 12 + objectives long)
Later, you realize through some post mortems that it should go B then A. Hurray! You now have to recreate the entire success plan from scratch. I would suggest:
* Allowing reordering of objectives (drag and drop, similar to capabilities in playbook editing for example ... or rule chain)
* A save as button .. so you can save SuccessTemplateV1 as SuccessTemplateV2 for example
(much further down the line the ability to detect those success plans using V1 and automatically upgrade them to V2 saving current status of CTAs, any things that had been added to the instanced Success Plans, etc.)
Pretend you have v1 of a success plan template. Said success plan has:
Prepare stuff
Do thing A
Do thing B
Execute C
(in our case, some of our success plans are 12 + objectives long)
Later, you realize through some post mortems that it should go B then A. Hurray! You now have to recreate the entire success plan from scratch. I would suggest:
* Allowing reordering of objectives (drag and drop, similar to capabilities in playbook editing for example ... or rule chain)
* A save as button .. so you can save SuccessTemplateV1 as SuccessTemplateV2 for example
(much further down the line the ability to detect those success plans using V1 and automatically upgrade them to V2 saving current status of CTAs, any things that had been added to the instanced Success Plans, etc.)