Use Case: Wildlife Africa Fund – Annual Operation Plan

This use case presents an annual operation plan used by the Wildlife Africa Fund to track their goals of each fiscal year. Goals are assessed each quarter and once at the end of the year at the end of June. In addition, funding sources are attached to the goals, to show where money was spent.

Dashboard

The dashboard shows the state at the end of January 2023 of the operations 2022/2023, where two of the four goals are currently On Track, based on the assessments given for Q1 and Q2 and the automatic survey integration. For the second goal which is Off Track and behind in schedule, an assessment is overdue. Regarding the funding sources for the goals, the amount and the donor are shown for each goal.

Dashboard of the goals with assessment, funding and responsibility information
Annual Operation Plan Dashboard
Editor

In the Editor, the list of goals with the assigned team members is managed. Each goal can have one or many funding sources. Also, for each goal, individual assessments for each quarter are planned, which then are answered over the course of the year.

Editor view of the goals with options to edit title, description, assign people, add funding and assessments.
Goal editor of the Annual Operation Plan
Editor view of the goals with options to edit title, description, assign people, add funding and assessments.
Goal editor of the Annual Operation Plan
Funding Sources

The integration of the funding sources is using Salesforce, a CRM tool (Customer Relations Management Tool) which they have been already using for several years. Regularly, the most recent information is synced to Aposphere, where it can be attached to the goals directly.

Salesforce integration providing a list of funding sources
The funding sources as integrated from Salesforce (Salesforce is only one of many integration Aposphere provides)
Source

The Annual Operation Plan was previously tracked in an Excel file, which lacked the connection to Salesforce, the collaboration aspect and the access control the online cloud based solution from Aposphere provides.

Excel with the annual operation plan content display as excel file
Example of an Annual Operation Plan done in Excel

This is not the original content and all names have been changed.