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Strategy Markup Language (StratML)Strategy Markup Language (StratML)Owen Ambur, Co-ChairAIIM StratML CommitteeSeptember 30, 2009
StratML Definition, Focus & Intent
Related eGov Initiatives
StratML Tools & Prototype Services
Part 2, Performance Plans & Reports
Definition, Focus & Intent
Strategy Markup Language (StratML) ~ an XML vocabulary and
schema for strategic plans
Initial Focus ~ the strategic plans that U.S. federal agencies are
required to compile and maintain under the Government
Performance & Results Act (GPRA)
Intent ~ establish an international voluntary consensus standard
(AIIM/ANSI/ISO) for potential use by all organizations
worldwide
Content & Status of Part 1, Strategic Plan Core
Core Elements
1. Organization
2. Mission
3. Vision
4. Value
5. Goal
6. Objective
7. Stakeholder
ANSI/AIIM Standard
Announcement Cross-promotion/marketing
Prototypes
Tools & services >500 StratML documents
eGov Initiatives President Obama’s Directive Open Gov Brainstorming Data.gov eGov Act E-FOIA OMB Circular A-119 W3C eGov IG Open Gov Data Working Draft
Transparency/Open Government
Transparency
What is government doing? Goals & objectives
In what form can the public readily find & use information? HTML, XML, StratML with style sheets, applications & intermediary services E-FOIA amendments Data.gov
How can the public provide feedback? StratML applications/services More mature, social networking focused on stakeholders, goals & objectives
Participation
Public engagement ~ StratML applications Effectiveness ~ Measurable results, reported to stakeholders Input to improve public participation ~ To what end?
More efficient/effective pursuit of .gov goals & objectives
Collaboration
What is the “work of government”?Missions, goals & objectives
Innovative tools, methods & systems to cooperate ~ on What?Goals & objectives
How better to solicit public feedback? Mature social networking services by applying StratML
Open Gov Brainstorming Wrap-Up, Beth Noveck
Open Gov – 501(c)(3) Nonprofit Tax-Exempt Status
Open Gov Dialogue – Erick Gonzalez, Oracle
Data.gov
Access to “high-value” datasets ~ Aligned with strategic goals/objectives Machine readable ~ CSV & XML (e.g., StratML) Catalog ~ by Stakeholder groups, goals & objectives
eGov Act
StratML will enable agencies to comply with the provisions of
subsections 202(b)(4) & (5) and 207(d) of the eGov Act, which
respectively require agencies to:
Work together to link their performance goals to key groups, including
citizens, businesses, and other governments, as well as internal Federal
Government operations; and
Adopt open standards (e.g., StratML) enabling the organization and
categorization of Government information in a way that is searchable
electronically and interoperably across agencies.
“Key groups” = StakeholdersStratML = Open standard enabling queries interoperably across agencies
E-FOIA Amendments
… an agency shall provide [records] in any form or format requested … if the
record is readily reproducible by the agency in that form or format.
Each agency shall make reasonable efforts to maintain its records in forms or
formats that are reproducible … 5 USC 552(a)(3)(B)
XML (StratML) is machine readable and readily reproducible The StratML collection already includes the plans of
All of the cabinet-level agencies (but not the bureaus) Most of the smaller agencies (Small Agency Council members)
OMB Circular A-119
6. What Is The Policy For Federal Use Of Standards?
All federal agencies must use voluntary consensus standards in lieu of government-
unique standards … except where inconsistent with law or otherwise impractical.
7. What Is The Policy For Participation In Voluntary Consensus Standards Bodies?
Agencies must consult with voluntary consensus standards bodies … and must
participate with such bodies in the development of voluntary consensus standards
when consultation and participation is in the public interest and is compatible with
their missions, authorities, priorities, and budget resources
StratML ~ Is a voluntary consensus standard Can be used to document/share agency missions & goals/objectives (priorities) Is not government-unique StratML tools/services can make it very practical to useParticipation in standards development bodies should support agency objectives (as documented in StratML format)
Open Gov – CTO Chopra @Gov 2.0 Conference
Aneesh Chopra, U.S. Chief Technology Officer
… there must be a structured approach to open government, including a schedule
for the public release of government data in machine-readable formats.
… government agencies should engage the public in developing open government
plans and publish their completed plans.
Information Week, September 9, 2009
___________________________________________________________________________
StratML is a structured approach for releasing the data contained in strategic and performance plans in machine-readable format .
Eventually, more mature social networking technologies and services should facilitate engagement and feedback from stakeholders
On the plans of organizations whose missions, goals, and objectives are of interest to them.
StratML Tools & Service Prototypes Documentation & Transformation Services – Drybridge Technologies CAM Interactive Documentation – David Webber Authoring/Editing Tools
Adobe, Xopus, Business Web Software, XML <Simplicity>, Syntext & IC Tect Tag Cloud – Strategi Consulting, Ari Knausenberger Atom Demonstration – Joe Carmel Basic Stylesheet – Crane Softwrights, Ken Holman Farsi Translations & StratML Transformation Portal – Pooyan Zamanian Search Service – Mark Logic, Shashi Mudunuri Schema Design – Vision4Standards, Sylvia Webb
Schema Documentation – Drybridge Technologies
Transformation to Standard – Drybridge
CAM Interactive Documentation – David Webber
StratML Forms
Thus far, during the development, piloting, proof-of-concept phase, more
than 500 strategic plans have been rendered in StratML format, using (thus
far) five different authoring/conversion tools, including:
Microsoft InfoPath using this form
Business Web Software AchieveForms
Adobe PDF Fillable Form (Rights extended to December 31, 2010.)
Xopus Form (As of June 10, 2009, now available in Spanish as well as English)
Microsoft Word, with assistance from IC Tect
MS InfoPath
Change.gov Plan – Raw (Plain Text) XML
MS Word – IC Tect, Pradeep Jain
StratML Quick Start Guide for MS Word Users
Tag Cloud - Strategi Consulting, Ari Knausenberger
Basic Style Sheet – Crane Softwrights, Ken Holman
StratML in Farsi – Pooyan Zamanian
See alternate terms in StratML Glossary
StratML Transformation Portal – Pooyan Zamanian
Quick Search - Mark Logic, Shashi Mudunuri
Advanced Search – Mark Logic
Schema Design – Vision4Standards, Sylvia Webb
Part 2, Performance Plans & Reports
Candidate Elements Simplified Graphics More Detailed Graphics
Part 2, Performance Plan Candidate Elements
1) Stakeholder
At least one Stakeholder of the performer type must be identified, although the named performer
may be an organizational role rather than a particular individual.
2) Metric
At least one Objective must be included and a Metric should be associated with it.
3) Outcome
At least one desired Outcome should be specified, because no organization should exist solely for
self-serving purposes.
4) Output
The Outputs required to achieve the desired Outcome(s) should be specified.
5) Input
The Inputs required to produce Outputs should be specified.
6) Process
The Processes required to produce Outputs and Outcomes should be specified.
Part 2, Simplified Graphic
Performance Plans & Reports: The Value Chain
Inputs, Processes, Outputs & Outcomes
Metrics
How You Can Help
Some Suggestions Intended Purposes / Needed Applications
How You Can Help
Foster awareness of the StratML standard
Help specify Parts 2 & 3
Encourage organizations to maintain their plans in StratML
Convert some plans yourself
Encourage social networking sites to use StratML
Develop StratML applications and services
Intended Purposes/Needed Applications/Services
Facilitate the sharing, referencing, indexing, discovery, linking, reuse, and analyses of the
elements of strategic plans, including goal and objective statements as well as the names and
descriptions of stakeholder groups and any other content commonly included in strategic plans.
Enable the concept of "strategic alignment" to be realized in literal linkages among goal and
objective statements and all other records created by organizations in the routine course of their
business processes.
Facilitate the discovery of potential performance partners who share common goals and
objectives and/or either produce inputs needed or require outputs produced by the organization
compiling the strategic plan.
Facilitate stakeholder feedback on strategic goals and objectives.
Purposes/Applications/Services (continued)
Facilitate updating and maintenance of discrete elements of strategic plans without requiring review
and approval of the entire plan through bureaucratic channels, thereby helping to make the strategic
planning process more agile and responsive to stakeholder feedback and changing circumstances,
thus helping to overcome the tendency of strategic plans to become outdated "shelfware".
Reduce the needless time, effort, inconsistencies, and delays associated with maintaining data
redundantly in myriad "stovepipe" systems rather than referencing the authoritative sources.
Enable agencies to comply with the provisions of subsections 202(b)(4) & (5) and 207(d) of the eGov
Act, which respectively require agencies to:
Work together to link their performance goals to key groups, including citizens, businesses, and
other governments, as well as internal Federal Government operations; and
Adopt open standards (e.g., StratML) enabling the organization and categorization of Government
information in a way that is searchable electronically and interoperably across agencies.
