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2 StratML Vision StratML is a proposed XML vocabulary and schema for strategic plans as well as performance plans and performance reports The initial focus has been on the core elements of the strategic plans U.S. federal agencies are required to compile and maintain under the Government Performance and Results Act (GPRA) The vision is to establish StratML as an international (ISO) voluntary consensus standard for potential use by all organizations worldwide
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Strategy Markup Language (StratML)
Enterprise Content Management Association (AIIM)1.10.2007
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Agenda• StratML Scope & Vision• StratML Benefits• StratML Proposal to AIIM• Progress to Date
– Strategic plan core schema– Strategic plan rendering– Search & discovery prototype
• StratML core schema & elements
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StratML Vision• StratML is a proposed XML vocabulary and schema
for strategic plans as well as performance plans and performance reports
• The initial focus has been on the core elements of the strategic plans U.S. federal agencies are required to compile and maintain under the Government Performance and Results Act (GPRA)
• The vision is to establish StratML as an international (ISO) voluntary consensus standard for potential use by all organizations worldwide
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Agencies develop strategic plans, annual performance plans, and annual performance reports per GPRA requirements. Plans are developed individually by each agency using their own terminology and structure.
Agencies submit plans to OMB and Congress for review and results are reported to the general public.
Figure 1: Strategic Management Portfolio - Current State
Strategic Plan1) Vision Statement2) Objectives3) Goals4) Program Evaluations
Strategic Plan1) Mission Statement2) Air Force Goals3) Navy Goals4) Army Goals5) Marine Goals
Strategic Plan1) Current Situation2) Objectives a) No Child Left Behind b) Educational Grants3) Future Goals
Annual Performance Plan
1) Performance Goals2) Resource
Requirements3) Performance
Measurement Methods
Annual Performance Report
1) Performance Evaluation a) Goals Met b) Goals not Met2) Performance Metrics
Annual Performance Plan
1) Performance Metrics2) Key Factors
Annual Performance Report
1) Goals Met2) Goal not Met
3) Plan to Improve
Annual Performance Plan
1) Objective Goals2) Quantifiable Goals
3) Performance Values
Annual Performance Report
1) Performance Indictors2) Previous Results3) Schedule Moving Forward
AGENCY “Y”
AGENCY “X”
AGENCY “Z”
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Strategic plans, annual performance plans, and annual performance reports are collectively developed using a CIO-C and CFO-C endorsed framework. The plans are inherently linked due to standardized vocabulary and defined relationships between elements. Agencies submit plans to
OMB and Congress for review and results are reported to the general public.
Figure 3: Strategic Management Portfolio - Proposed State
1) Vision Statement2) Objectives3) Goals a) b) c) 4) External Factors5) Program Evaluation Methods
DoEd Strategic Plan
1) Vision Statement2) Objectives3) Goals a) b) c) 4) External Factors5) Program Evaluation Methods
DoD Strategic Plan
1) Vision Statement2) Objectives3) Goals a) b) c) 4) External Factors5) Program Evaluation Methods
GAO Strategic Plan
1) Performance Evaluatio a) Goals met b) Goals not met c) Justification2) Performance Metrics
DoEd Annual Performance Report
1) Performance Evaluatio a) Goals met b) Goals not met c) Justification2) Performance Metrics
DoD Annual Performance Report
1) Performance Evaluation a) Goals met b) Goals not met c) Justification2) Performance Metrics
GAO Annual Performance Report
1) Performance Goals2) Resource Requirements3) Performance Measurement Method
DoEd Annual Performance Plan
1) Performance Goals2) Resource Requirements3) Performance Measurement Method
DoD Annual Performance Plan
1) Performance Goals2) Resource Requirements3) Performance Measurement Method
GAO Annual Performance Plan
StratML Framework Goals:
- Streamlined Workflow- Content Consistency- Content Reusability
- Elimination of Proprietary Formats
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Why StratML?• Standardization• Search & Discovery• Line of Site• Reduce Resource & Application Dependency• http://xml.gov/stratml/index.htm#DefinitionPurposes
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StratML Project Proposal to AIIM• http://www.xml.gov/draft/AIIMProjectProposalXSDforStrategicPlans.htm
• E-Gov Act requires agencies to:– “…link their performance goals ... to key groups, including citizens,
businesses, and other governments, and to internal Federal Government operations.”
– “…work collectively in linking their performance goals to groups [of stakeholders] and … use information technology in delivering Government information and services to those groups.”
• Supports AIIM’s mission of developing:– The tools and technologies used to capture, manage, store,
preserve, and deliver content and documents related to organizational processes.
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StratML Project Proposal to AIIM• Scope statement:
– An XML schema (XSD) will be specified containing the semantic elements that are common to the strategic plans of all organizations worldwide. Examples include vision, mission, values, goals, objectives, metrics, and stakeholders.
– The XSD will not include stylistic elements.– To the extent that may be appropriate, the XSD will be modular so
that organizations can use any logically separable part of it without being bound to using all of its components. In addition, the schema will be extensible in the sense that any organization can add any element (s) it chooses to meet its own more specialized needs/desires without losing the benefits of the base schema.
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StratML Progress to Date• Phase 1A (completed)
– Elements and definitions deemed essential (core) to any strategic plan are logically structured into an XML schema that is consistent with the intent, purpose, and lexicon of the GPRA and best practices of the Strategic Planning and Performance Management (SPPM) process.
– StratML Value Proposition White Paper• Phase 1B (completed)
– The vocabulary and schema has been tested with 100+ strategic plans– The goal and objective statements contained in those plans were rendered
in XML and the capability to search for and discover related goals and objectives across agencies has been demonstrated.
– StratML Results & Summary White Paper• Next Steps
– AIIM’s Standards Board approved StratML for inclusion in its standards program at its meeting in September 2007.
– Establish StratML as an international (ISO) voluntary consensus standard for potential use by all organizations worldwide
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Strategic Plan Schema & Rendering
• Phase 1A elements and definitions for the core strategic plan were created using GEFEG XML editing software.
• Phase 1B goal and objective statements were rendered in XML using:– Business Web Software’s AchieveForms– Microsoft InfoPath– Adobe Portable Document Format (PDF) fillable form– Microsoft Word– XOPUS
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Search & Discovery Prototype• Mark Logic Corporation created a prototype to
demonstrate the following capabilities: – Ingest: The 100+ sample strategic plans rendered in XML
were ingested instantaneously, without the need of any especial configuration changes or pre-processing steps. As they were loaded, these documents were automatically indexed, and the various XML tags were identified.
– Query: Once ingested, an XQuery application that utilizes the native structure of the rendered plans to query the different parts of the strategic plans was developed.
– Manipulate: The prototype allows users to build synthetic documents based on selected sections of different plans.
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StratML Strategic Plan Core Schema
Plan Elements
End Date
Publish Date
Start Date
Submitter Elements
First Name
Last Name
Phone Number
Email Address
Organization Elements
Organization Name
Vision Statement
Mission Statement
Value Statement
Goal Elements
Goal Description
Other Goal Information
Goal Name
Stakeholder Elements
Sequence Indicator
Objective Elements
Objective Description
Other Objective Information
Objective Name
Stakeholder Elements
Sequence Indicator
Figure 3 – StratML Core Schema Framework
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StratML Core Schema & Vocabulary• Summary & Results Whitepaper Appendix C
– http://xml.gov/stratml/SummaryAndResultsWhitePaper20070906.pdf
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StratML Contact InformationAdam SchwartzGovernment Printing Office(202) [email protected]
Owen AmburDepartment of the Interior (Retired)[email protected]
Betsy A. FanningAIIMDirector, Standards & [email protected]
http://xml.gov/stratml/index.htm
