Methods and systems for resource and organization achievement
AssigneeShared Performance, LLC
InventorDavid T. De Spong
Life of this patent
Estimating the term…
Abstract
Methods and systems for resource and organization achievement are described. In one embodiment, outcome data associated with a resource may be received. The outcome data may include an outcome time period, an outcome title, an outcome priority, an outcome status, and an outcome access level. The outcome status may identify progress by the resource toward an outcome. The outcome access level may define resource access to an outcome item. The outcome data may be stored in a database. A display of an outcome item associated with the resource may be generated based on at least a portion of the outcome data. The outcome item may represent the outcome for the resource. Additional methods and systems are disclosed.
Claims22
1-141. (canceled)
A method for enterprise outcome management comprising:
- storing outcome data in a database in memory, the outcome data to provide enterprise outcome management and an outcome item associated with an organization outcome strategy, the outcome data including an outcome title and an outcome status, the outcome status identifying progress of the outcome item, the outcome access level defining other resource access to the outcome item beyond an outcome owner of the outcome item, and the outcome item identifying one or more accomplishments to achieve another outcome item or an ultimate outcome item of the organization outcome strategy;
- receiving, by a processor from a remote device over a network, a linking request initiated by a particular one of the plurality of resource devices defining a new link between the outcome item with another outcome item or with a non-outcome item, the non-outcome item being different than the outcome item;
- linking, by the processor, an association between the outcome item and the another outcome item or the outcome item and the non-outcome item based on receipt of the linking request;
- storing the link of the outcome item and the non-outcome item in a database in the memory;
- generating, by the processor, a display at a user interface including a representation of the at least one outcome item and a representation of a link between the outcome item and the non-outcome item, the representation of the outcome item including representations of at least one of the outcome title and the outcome status in association with the outcome item to restrict the outcome item to the display for one or more resources having the outcome access level;
- sending the representation of the at least one outcome item and the representation of a link over a network;
- storing the outcome item via a first electronic box of the user interface associated with the database in the memory to secure the outcome item and the links associated with the outcome item;
- storing the non-outcome item via a second electronic box of the user interface associated with the database in the memory to secure the non-outcome item and the links associated with the non-outcome item;
- and
- securing the outcome item from change expect on a change is by a manager device, an owner device that owns the outcome item, or a device with the access level assigned to the outcome item with the change supporting at least part of the organization outcome strategy;
- wherein generating the display of the outcome item further comprises generating an additional item display, the additional item display including display of an additional item, generation of the display of the outcome item being in a first pane of a user interface, generation of the additional display being in a second pane, the method further comprising:
- determining that the additional item is linked to the outcome item,
- wherein the display of the outcome item includes indicia of a determination that the additional item is linked and the display of the additional item includes the indicia of the determination that the additional item is linked;
- receiving a new outcome item request and storing the new outcome item request via a new first box of the user interface associated with the database in the memory;
- populating a user interface with default outcome data based on receipt of the new outcome item request, the default outcome data including a default outcome status, and a default outcome access level,
- wherein receipt of the outcome data is through the user interface and at least some of the outcome data is not populated;
- and
- securing the new outcome item via the first box of the user interface from changes by devices other than changes from a manager device, an owner device that owns the outcome item, a device with the access level assigned to the outcome item, or combinations thereof.
The method of claim 1, wherein the outcome data includes an outcome period start date and an outcome period end date;
- and wherein linking includes linking the outcome item to at least one incentive item.
The method of claim 1, wherein storing the outcome data comprises:
- storing the outcome data, via the outcome item first box, associated with the resource from the resource, management associated with the resource, or a proxy to the resource, the management being a direct manager of the resource or a manager in direct line of sight to the top of an organization hierarchy of which the resource is associated, the proxy being another resource with outcome item management approval, and
- aligning the outcome data to organizational goals using a bottom-up approach.
The method of claim 1, further comprising:
- accessing the outcome status of the outcome item from the outcome data via the outcome first item box,
- wherein the display of the outcome item includes indicia of the outcome status of the outcome item.
The method of claim 1, further comprising:
- accessing an outcome priority of the outcome item from the outcome data, wherein the display of the outcome item includes indicia of the priority of the outcome item and an incentive item associated with the outcome item.
A method comprising:
- receiving an incentive associated with a resource item and an incentive template, the incentive including an incentive 1 title, an incentive status, and an incentive access level, the incentive status identifying progress by a resource item toward a defined incentive, the incentive access level defining other resource access to an incentive item beyond the resource, the incentive to provide enterprise outcome management within an organization outcome strategy, the incentive access level defining other resource access to the incentive item beyond an incentive owner of the incentive item, and the incentive item identifying one or more accomplishments to achieve another incentive item or an ultimate outcome of the organization outcome strategy;
- storing the incentive data in a first electronic box of the user interface associated with a database in a memory;
- storing the resource item in a second electronic box of the user interface associated with the database in the memory;
- securing the incentive from change expect on a change is by a manager device, an owner device that owns the outcome item, or a device with the access level assigned to the incentive with the change supporting at least part of the organization outcome strategy;
- and
- generating a display of the incentive item associated with the resource item based on at least a portion of the incentive data, the incentive item representing the incentive for the resource, the incentive item being related to the incentive template;
- wherein generating the display of the incentive item further comprises:
- generating an additional item display, the additional item display including display of an additional item, generation of the display of the incentive item being in a first pane of a user interface, generation of the additional display being in a second pane, determining that the additional item is linked to the incentive item,
- wherein the display of the incentive item includes an indicia of a determination that the additional item is linked and the display of the additional item includes the indicia of the determination that the additional item is linked;
- receiving a new incentive item request and storing the new incentive item request via a new first box of the user interface associated with the database in the memory;
- populating a user interface with default incentive data based on receipt of the new incentive item request, the default incentive data including a default incentive status and a default incentive access level,
- wherein receipt of the incentive data is through the user interface and at least some of the incentive data is not populated;
- and
- securing the new incentive item from changes by devices other than changes from the manager device, an owner device that owns the outcome item, or a device with the access level assigned to the outcome item.
The method of claim 6, wherein the incentive template is a business incentive template, further comprising:
- receiving a template creation request from an incentive owner;
- creating the business incentive template based on receipt of the template creation request;
- receiving the incentive data associated with the resource from the incentive owner.
The method of claim 6, further comprising:
- receiving a contribution amount that the incentive item has with a different item;
- and
- storing the contribution amount for the incentive item,
- wherein the display of the incentive item includes the contribution amount.
The method of claim 8, wherein the different item is an outcome item;
- and
- further comprising:
- determining presence of a location pointer associated with an interface device in proximity to the indicia of linking between the incentive item and the different item, determining whether the different item is included by filter settings;
- and
- wherein the display of the incentive item includes a title of the different item, the contribution amount, and indicia of a result of a determination of whether the different item is included by filter settings in proximity to the indicia of linking between the incentive item and the different item.
The method of claim 6, wherein receiving the incentive data comprises:
- receiving the incentive data associated with the resource item from a resource management associated with the resource item or a proxy to the resource item, the resource management being a direct manager device of the resource item or a manager device in direct line of sight to the top of an organization hierarchy of which the resource item is associated, the proxy being another resource with incentive item management approval, and wherein the incentive template is a personal incentive template associated with the resource.
The method of claim 6, further comprising accessing the incentive status of the incentive item from the incentive data, wherein the display of the incentive item includes indicia of the incentive status of the incentive item.
The method of claim 6, further comprising determining an incentive acceptance status of the incentive item, wherein the display of the incentive item includes indicia of the acceptance status.
The method of claim 12, further comprising determining a number of times that the incentive item has been accepted by management associated with the resource, wherein the display of the incentive item includes indicia of the acceptance status of the incentive item and indicia of the number of times that the incentive item has been accepted by the management.
The method of claim 6, further comprising:
- accessing the incentive status of the incentive item and the incentive access level of the incentive item from the incentive data;
- and
- determining an incentive acceptance status of the incentive item,
- wherein the display of the incentive item includes the incentive status, a incentive status visual indicator, the incentive title, an acceptance status indicator, and an access level indicator, the incentive status visual indicator being based on the incentive status, the acceptance status indicator being based on the incentive acceptance status, the access level indicator being based on the incentive access level.
The method of claim 6, further comprising:
- identifying a plurality of history items associated with the incentive item, a particular history item of the plurality of history items including a field of the incentive item, a value included in the field, and identification of a value providing resource associated with causing the value to be included in the field, the particular history item being associated with a modification to the incentive item;
- and
- generating a display including a listing of the plurality of history items.
The method of claim 6, further comprising:
- determining filter settings of the incentive item, the filter settings including an outcome time period, an outcome status, and an outcome deleted setting;
- and
- determining filter settings of the additional item, the filter settings including an additional item time period, an additional item status, and an additional item deleted setting;
- wherein generation of the display for the first portion is based on the filter settings of the outcome item, and generation of the display for the second portion is based on the filter settings for the additional item.
A method comprising:
- identifying a plurality of resources associated with an organization, the plurality of resources including at least a first resource and a second resource, the first and second resources contribute to an enterprise outcome management and an incentive item associated with an organization outcome strategy including one or more outcome items to achieve an outcome in the organization outcome strategy;
- generating a first display based on identification of the plurality of resources;
- receiving a resource selection of the second resource from the first resource based on generation of the display;
- associating the second resource with the first resource based on receipt of the resource selection;
- receiving a view request from the second resource, the view request to generate a view of an incentive item associated with the first resource;
- determining that the second resource is view eligible based on association of the second resource with the first resource;
- generating a second display including the incentive item for the second resource based on a determination that the second resource is view eligible;
- receiving a link request from the second resource for an incentive item associated with the first resource;
- determining that the second resource is link eligible based on association of the second resource with the first resource;
- and
- establishing the link based on a determination that the second resource is link eligible.
The method of claim 17, further comprising:
- receiving a note association request from the second resource for a first incentive item associated with the first resource;
- determining that the second resource is note association eligible based on association of the second resource with the first resource;
- and
- associating a note with the first incentive item based on a determination that the second resource is note association eligible.
The method of claim 17, further comprising:
- receiving an access level for both accessing the first resource and the second resource,
- wherein the display of the accessing the first resource and the second resource includes indicia of the access level of the accessing the first resource and the second resource.
The method of claim 19, further comprising:
- identifying a portion of a plurality of additional resources that report to the second resource;
- and
- generating a display of a listing of the plurality of additional resources, the display including indicia that the portion of the plurality of resources report to the second resource,
- wherein the access level of the second resource defines that an additional resource has access to the outcome item associated with the second resource.
A method comprising:
- receiving, on a processor, incentive data associated with a strategy, the incentive data including an incentive title, an incentive deliverable, and an incentive access level defining other resource access to an incentive item beyond an owner of the incentive item;
- receiving, in the processor, linking data associated with at least one other incentive item or a non-incentive item, at least one other item being different than the incentive item, the incentive linking data being a type of relationship between items, a non-outcome item being data from other sources;
- storing the incentive data and incentive linking data in a memory in the processor, memory, or a database;
- and
- generating a display of the incentive item associated with a strategy based on at least a portion of the incentive item data, the incentive item being restricted in the display for a resource by the incentive access level defined for each incentive item and where the incentive is not an accepted incentive item until the resource and an owner of the incentive item both accept the incentive and the acceptance is stored in the incentive item location,
- wherein generating the display of the incentive item further comprises generating an additional item display, the additional item display including display of an additional item, generation of the display of the outcome item being in a first pane of a user interface, generation of the additional display being in a second pane, the method further comprising:
- determining that the additional item is linked to the incentive item,
- wherein the display of the outcome item includes a determination that the additional item is linked and the display of the additional item includes the determination that the additional item is linked;
- receiving a new incentive item request and storing the new incentive item request via a new first box of the user interface associated with the database in the memory;
- populating a user interface with default incentive data based on receipt of the new incentive item request, the default incentive data including a default incentive status, and a default incentive access level, and
- wherein receipt of the incentive data is through the user interface and at least some of the incentive data is not populated.
Dependencies are inferred from the claim text.