Bernard Carl Lee
Accountancy at Coronado Ct, Fort Collins, CO

2008028, Nov 20, 2008

May 17, 2007

11/750166

Jay R. Ockers - Fort Collins CO, US
Bernard C. Lee - Fort Collins CO, US

G06F 9/46

705 9

Disclosed is a system and method for creating and executing business plans. A business plan is created as an actionable business plan using an interactive knowledgebase. The actionable business plan is stored in an electronic format using a hierarchical parent/child storage structure, such as a structure that may be created in a database. The actionable business plan is presented to a user for reporting and maintenance through an interactive Graphical User Interface (GUI). The system and method may further support managing multiple business plans on a single system by placing each individual actionable business plan into a separate folder. The folders may be incorporated as an extension of the hierarchical parent/child structure of an actionable business plan. Each folder and the associated child business plan elements may have unique access permissions such that each individual user is presented with the business plan elements that are related to folders that the individual has permission to access. The system and method may also support tracking a business plan that spans multiple quarters with an ability to focus on plan elements that occur within a definable range of quarters and then view calculated weighted progress for the specified range of quarters. The system and method may generate an interactive report that shows all business plan elements that span the specified quarters. Two primary reports are a weighted average for all business plan actions that are due during the chosen quarters and a weighted average for all business plan actions due throughout the entire course of the business plan.