2024 Performance ReportThis report covers results achieved by participants in the Strategy Markup Language (StratML) community thus far in 2024. It is cumulative in the sense that it also documents results previously accomplished.Please let us know if you have proposed additions or corrections. Comments and suggestions with respect to prospective goals and objectives are also welcome, particularly if you would like to participate in developing StratML tools, applications, and services.Strategy Markup Language CommunitySMLC_78901c50-230a-4997-a95e-eeaf289a484eAIIMFormer SDOANSI-Accredited Standards Development Organization. AIIM abandoned its standards program, including the PDF standard, and is no longer serving this role.PerformerBest Practice ProviderFor several years AIIM continued to make StratML Part 3, Additional Elements, available as a best practice document (AIIM 24:2014), at https://www.aiim.org/Resources/Standards/AIIM_24 However, it now seems to have stopped doing so. Performer3D PDF ConsortiumProspective SDOProspective ANSI-Accredited Standards Development Organization. Since AIIM abandoned its standards program, including the PDF standard, the 3D PDF Consortium agreed to serve this role but has not yet received accreditation.PerformerOwen AmburChair, StratML Working GroupTechnically speaking, since AIIM has abandoned its standards program and the 3D PDF Consortium has not yet achieved ANSI accreditation to assume responsibility for the program, the StratML working group has not yet formally been reconstituted.PerformerAIIM Professional MemberBeneficiaryMember, 3D PDF Consortium Standards BoardPerformerChet EnsignChief Technical Community Steward, OASISChet and Owen explored prospects for having OASIS assume stewardship of the StratML standard. The draft charter is available at https://docs.google.com/document/d/1td2ch0PqiHUGE3tP4kvyY2wVQRWwjGUNjdArsO8zApU/edit However, none of OASIS' primary members stepped forward to support the charter.PerformerAdam SchwartzFormer StratML Committee Co-ChairWith the completion and approval of Part 2 as an ANSI/AIIM standard, Adam deemed his work on the committee to have been completed and resigned his role as co-chair in 2011.PerformerBetsy FanningDirector of Standards, 3D PDF ConsortiumFormerly AIIM Director of Standards, Betsy managed renewal of StratML Part 1 as an ISO standard (ISO 17469-1) until 2025.PerformerSylvia WebbMember, StratML CommitteePerformerLeader, NIEM Task GroupSylvia lead a task group to develop a NIEM implementation profile for StratML.PerformerAndre CussonMember, StratML CommitteePerformerStratML Portal DeveloperAndre developed a StratML portal, including an XSLT form enabling the drafting and editing of StratML documents.PerformerAllyson UgarteMember, StratML CommitteePerformerMember, NIEM Task GroupPerformerArt ColmanUnfortunately, we have lost contact with Art. His profile lives on in LinkedIn: https://www.linkedin.com/in/artcolman/ However, his website has disappeared.Schema MaintenanceArt formerly maintained the official copies of the schema while under development, prior to approval and publication of the standard.PerformerData Dictionary ProducerArt also automatically generated user-friendly data dictionaries (in MS Word format) from the StratML schemas.PerformerMember, StratML CommitteePerformerDanny DohrmannMember, StratML CommitteeMember, NIEM Task GroupPerformerWilliam GlascoeMember, StratML CommitteePerformerMember, NIEM Task GroupPerformerRussell RuggieroMember, StratML CommitteePerformerRanjeeth ThungaMember, StratML CommitteePerformerStratML Query Service DeveloperTogether with Hari Sandeep Reddy, Ranjeeth planned to develop a StratML query service based upon IBM technology.PerformerHari Sandeep Reddy.StratML Query Service DeveloperTogether with Ranjeeth Thunga, Hari planned to develop a StratML query service based upon IBM technologyPerformerWilliam CharltonMember, StratML CommitteePerformerDaniel StronginMember, StratML CommitteePerformerA worldwide web of intentions, stakeholders, and results._efe1e1dc-51be-43ca-82fe-5444a471a822To foster awareness and usage as well as updating and maintenance of Strategy Markup Language (StratML), an XML-based voluntary consensus standard for the information commonly contained in strategic and performance plans and reports._161b7a63-5951-475e-aca8-961906a64596OpennessStandardsMachine ReadabilityPerformanceResultsStrategic PlansSpecify and foster usage of an XML standard for the information commonly contained in strategic plans._a578ae20-e023-4135-8961-3f775bee3412Part 1[To be named][To be named]ANSI/AIIM PublicationPublish Part 1, Strategic Plans, as an American (ANSI/AIIM) national standard._aa83925e-f243-4930-9c35-32febd204b761.1ANSIPublisherPerformerBeneficiary_8c60e70d-55b5-4ee6-9db3-3a0e202179f21.1.1Publication_1fbd40d0-aa0f-11e8-a11e-100560babdf6Publication of Part 1. StatusPublicationPart 1 was approved and published as ANSI/AIIM 21:2009.Published2009-12-17StratML Part 1 FilesConvert strategic plans into StratML format to demonstrate and prove the elements of the standard._b7f9c1cb-5ae8-4848-ae70-018facfed4331.2Performer_9cba07e6-9cde-11e8-83e3-da1260babdf61.2.1Plans ConvertedNumber_1fbd40d0-aa0f-11e8-a11e-100560babdf6Unspecified2011-01-012011-12-31More than 800 plans were converted to StratML Part 1 format.8292011-01-012012-01-26More than a thousand plans were converted to StratML Part 1 format, an increase of more than 230 during calendar year 2012.2012-01-012012-12-18Nearly 1,500 additional plans were converted to StratML format in 2013, bringing the total to more than 2,500.25622013-01-012014-03-01During 2014, 545 more plans were converted to StratML format, bringing the total to 3,055. 30552014-01-012014-12-24During 2015, 350 more plans were converted to StratML format, bringing the total to 3,405.2015-01-012015-12-31More than 760 plans were converted.41682017-01-012018-07-19Nearly 300 plans were added to the collection.44652018-07-202019-10-24196 plans were added to the collection in the past 4 months.46612019-10-252020-01-21161 plans were added during February through June 2020. For the most recently available number, see http://stratml.us/carmel/catalogsitemap.html48222020-01-222020-07-04During the latter half of 2020, about 186 more files were added to the StratML collection, bringing the total to more than 5,000. However, of that total, about 59 are Part 1 files. So the actual total number of Part 1 files is about 4,949.50082020-07-052021-01-02During the first half of 2021, about 136 more files were added to the StratML collection, bringing the total to 5,144.51442021-01-032021-07-22Since the last report, 681 files have been added to the collection.58252021-07-232024-01-06A "." query at https://search.aboutthem.info/ currently retrieves 5,826 StratML files. However, when the sitemap listing the URLs for all of the files is opened in Excel, it includes 6,015 rows. So it appears some may have been lost in the migration process when MochaHost moved the stratml.us site to a new server.60152024-01-072024-09-02Tools, Applications & ServicesFoster the development of tools, applications, and services supporting and leveraging the StratML standard for the benefit of various communities of interest._ec6744fe-3001-47ca-9812-291e39574d6a1.3Andre CussonStratML Portal Developerhttp://stratml.us#CussonPerformerXSLT Form Developerhttp://stratml.us#FormsPerformerSylvia WebbSchema Development SupportProvided a schema development tools and expertise to support compilation of the schema for Part 1.PerformerJoe CarmelXForms Form Developerhttp://stratml.us#FormsPerformerAtom Demonstration Developerhttp://stratml.us#CarmelPerformerAJAX Index DeveloperAlthough Joe's StratML cataloging tool using AJAX indexes files by Internet domain is no longer being updated, it provided a count of StratML files and identified those lacking sources as well as those whose URLs were incorrectly listed. An copy remains available in archival status at http://stratml.us/carmel/catalogsitemap.htmlPerformerArt ColmanStratML File ConverterConverted hundreds of StratML files to conform to the final version of the schema for StratML Part 1. http://stratml.us/drybridge/index.htmPerformerAri KnausenbergerStratML Tag Cloud Developerhttp://stratml.us#AriPerformerKeith MatthewStratML Editorial Portal Developerhttp://stratml.us#XMLSimplicityPerformerShashi MudunuriStratML Search Service Developerhttp://stratml.us#MarkLogicPerformerPooyan ZamanianStratML Portal DeveloperThe portal was available in Farsi and English. http://stratml.us#Pooyan PerformerPradeep JainMS Word Quick Start Guide Drafterhttp://stratml.us#ICTectPerformerVivian DeyMS Word Quick Start Guide Developerhttp://stratml.us#ICTectPerformerKen HolmanStratML Stylesheet Developerhttp://stratml.us#CranePerformerErick Mackay StratML Developer Supporthttp://stratml.us#LiquidTechnologiesPerformerPriscilla WalmsleySchema Central Developerhttp://stratml.us#DatypicPerformerAdam SchwartzStrategic Plan ConverterConverted a number of strategic plans to StratML format for inclusion in the prototypical collection compiled to demonstrate and prove that the elements of the schema capture the types of information commonly occurring in strategic plans.PerformerGraphics DeveloperCompiled a graphical depiction of the schema for Part 1.PerformerOwen AmburInfoPath Form Developerhttp://stratml.us#FormsPerformerStrategic Plan ConverterConverting strategic plans from non-standard, non-machine-readable formats, like PDF, into open, standard, machine-readable StratML format. http://stratml.us/drybridge/index.htmPerformerStratML Search Service ProviderCreated a Google site-specific search capability for the StratML collection at http://stratml.us#GooglePerformerWikipedia Article AuthorAuthored an article on StratML in Wikipedia, at http://en.wikipedia.org/wiki/Strategy_Markup_Language PerformerKen SallGlossary Schema & Stylesheet DeveloperCompiled a schema and stylesheet for the StratML glossary.PerformerRonald ReckGlossary Schema & Stylesheet DeveloperCompiled a schema and stylesheet for the StratML glossary.PerformerBetty HarveySchema Development Supporthttp://stratml.us/history.htm#2008PerformerChristopher MadenStylesheet Developerhttp://stratml.us/history.htm#2008PerformerJim DisbrowAward NominatorSubmitted StratML as a nominee for the President's Save Award program. http://stratml.us/history.htm#2009PerformerJohn ChickeringPerformance Plan/Report Task Group Memberhttp://stratml.us/history.htm#2008PerformerJim St. ClairPerformance Plan/Report Task Group Memberhttp://stratml.us/history.htm#2008PerformerOliver ReckliesVocabulary & Schema Reviewerhttp://stratml.us/references/20080312Recklies.pdfPerformerCarl FrappaoloArticle PublisherPublished an article referencing StratML in relation to the findability of information. See http://stratml.us/history.htm#2008PerformerAmin HassamBusiness Case DeveloperServed a highly active and key role in helping to compile the business case for StratML.PerformerDavid WebberCAM Interactive DeveloperDeveloped a CAM interactive view of the schema for StratML Part 1 at http://xml.govwebs.net/stratml/history.htm or, more specifically, http://xml.govwebs.net/stratml/references/StratML-interactive.htmlPerformerEd ChasePDF Fillable Form DeveloperDeveloped a PDF Fillable form for StratML Part 1. See http://stratml.us#Forms and, more specifically, http://stratml.us/forms/StrategicPlan.pdf (Requires Adobe Acrobat.)PerformerLaurens van den OeverXopus Forms DeveloperDeveloped an Xopus form for StratML Part 1, in English and Spanish. See http://stratml.us#Forms (No longer available.)PerformerAllyson UgarteSpanish TranslatorProvided assistance in translating to Spanish the English labels in Xopus' form.PerformerXBRL LiaisonServed as an expert liaison to the XBRL community.PerformerAlice MarshallArticle PublisherPublished an article on StratML. See http://stratml.us#SeeAlso Formerly available at http://www.examiner.com/technology-culture-in-washington-dc/owen-ambur-talks-about-the-work-of-the-stratml-committeePerformerKC MorrisValidation Service ProviderProvided a validation service for StratML Part 1 files. See http://stratml.us#NISTPerformerC. M. Sperberg-McQueenBlack Mesa Technologies LLCURL CheckerMichael identified a group of URLs for StratML files that were generating 404 errors so that the broken links could be fixed.PerformerXForms TrainerMichael used StratML files as real-world examples in XForm training that he conducted.PerformerBeneficiaryYuri E. Hohlov Chairman of the Board, Institute of the Information Society - Russia Russian TranslatorTranslated the StratML Core from English to Russian and translated from Russian to English the Strategy for the Informational Society Development in the Russian Federation.PerformerRobin LaFontaineRobin is with DeltaXML and participated in the W3C's change tracking group.Change Tracking DemonstratorRobin provided change tracking renditions of the National Association of Government Communicators (NAGC) by-laws in StratML format. PerformerWilliam CharltonCMS DeveloperWilliam expressed interest in developing a CMS application with the capability to output data in StratML format.PerformerFrederic ChapusXBRL ConverterFrederic supplied an Excel Data Point Model with the capability to generate an XBRL taxonomy for StratML.PerformerAlain CouthuresXSLTForms DeveloperAlain maintains the XSLT code enabling the development of XForms which can be used to create StratML files. For more information on his efforts, see http://www.agencexml.com/xsltforms.htm PerformerGeorge BinaoXygen DeveloperGeorge incorporated support for the StratML standard into oXygen, including the ISO version of Part 1. He also provided a stylesheet to transform files from the ANSI version of Part 1 to the ISO version.PerformerAlejandro RevueltaStratML Portal DeveloperAlejandro and his colleagues at Ximdex imported the StratML collection into Xcms and demonstrated faceted query capabilities.PerformerYuriy ChernyavskyyStraML Application DeveloperYuriy planned to build support for the StratML standard into his Ripplio Assistant application.PerformerChris FoxStratML Application DeveloperChris enabled StratML output from his Strategic Learning application, now called StratNavApp. https://www.stratnavapp.com/PerformerNaval SardaStratML Query Service DeveloperNaval developed and continues to work on enhancements to our StratML-enabled query service at https://search.aboutthem.info/.Performer_8c60e70d-55b5-4ee6-9db3-3a0e202179f21.3.1Tools, Applications & ServicesNumber_1fbd40d0-aa0f-11e8-a11e-100560babdf6Development of prototypical tools, applications, and services.A couple dozen prototypical tools, applications, and services have been developed. They are documented and links are provided at http://stratml.us#Forms & http://stratml.us#Services.2012-01-26oXygen 17 became the first commercial release of a product supporting the ISO version of StratML Part 1 (ISO 17469-1).2015-02-152015-05-15In 2023 a StratML-enabled query service was developed and made available at https://search.aboutthem.info/2023-12-31The query service has been enhanced to address false positives in text-query results and to enable downloading of query results in CSV format.2024-09-02ISO StandardObtain approval and publication of Part 1 as an international (ISO) voluntary consensus standard, for potential use by all organizations worldwide._69df127a-641e-404e-a16e-4d4aa134664b1.4ISOPublisherPerformerBeneficiaryBetsy FanningTechnical EditorBetsy performed the final edits for publication of Part 1 as an ISO standard.PerformerSylvia WebbTechnical EditorSylvia edited the graphical presentation of the schema and also provided the new namespace to replace stratml.net.PerformerRichard YawnTechnical Editing AssistanceRichard provided assistance in editing the graphical presentation of the schema.Performer_8c60e70d-55b5-4ee6-9db3-3a0e202179f21.4.1ISO Standard_1fbd40d0-aa0f-11e8-a11e-100560babdf6Publication of Part 1 as an ISO standard.StatusPublicationStratML Part 1, the StratML Core, is up for 5-year review and renewal in the ISO process.StatusReview & Renewal2020-01-012020-12-31StratML Part 1 was registered at ISO and assigned number ISO/NP 17469-1. Five nations -- Canada, South Africa, China, and Korea in addition to the U.S. -- agreed to work on the international standard. RegisteredResponses to comments on StratML Part 1 posted to the ISO/TC 171/SC 2 eCommittee by Betsy Fanning, May 8, 2012. Responses2012-05-08Part 1 was approved as an ISO standard in October 2013. Publication is anticipated in 2014, after a few editorial corrections are made.Approved2013-10-31Part 1 was published as ISO 17469-1 on February 11, 2015, and may be purchased from ANSI at https://www.iso.org/standard/59859.html The schema is freely available on the Web for usage by anyone who chooses to do so, at http://stratml.us/references/StrategicPlanISOVersion20140401.xsdPublished2015-02-11Betsy Fanning E-mailed a ballot to the StratML Committee members to determine whether the standard is still valid. Responses are due by March 20. A committee meeting will be scheduled shortly after the ballot closes to review the voting results that will be sent to the US TAG to ISO TC171 SC2 for validation prior to being sent as the US vote.Balloting2020-01-212020-03-20Betsy Fanning advised that the StratML Committee has voted to reaffirm Part 1 as an international standard. The next step is a 30-day review in the ANSI process.Committee Approval2020-01-212020-04-05Betsy Fanning advised that Part 1 has been reaffirmed as an ISO standard (ISO 17469-1) for another five years.ISO Renewal2020-06-042025-06-04TrainingProvide training materials to assist developers and users of the StratML standard.ID-42d54148-9046-480c-b2c8-13bd072018301.5Owen AmburTutorial CreatorOwen drafted a PowerPoint presentation with instructions on how to use Joe Carmel's XForms form to create StratML Part 1 (ISO 17469-1) files.PerformerAI/ML Service TrainerOwen has begun training AI/ML services to understand and eventually begin to apply the StratML schemas to relevant content on the Web.PerformerWilliam Glascoe IIINarratorWilliam narrated the tutorial.PerformerBetsy FanningTutorial PublisherBetsy made the module available in the education and training section of AIIM's website.PerformerID-47144c13-aecf-48f1-a16d-9e65a4d234471.5.1Training ModuleID-84db837b-7edf-467a-9899-36982bd44618The training module is made available on AIIM's website.StatusAvailabilityAs of February 3, 2016, the training module was available on AIIM's website for access by AIIM members.Available2016-02-03ID-f156ffcf-e924-40b6-bb26-5711e49a74a11.5.2Training Module UsersNumberID-c4c6f475-faea-4cd3-9b13-77f45680aafcTBDStatusTBDUnreported_9cbecbfc-ace4-11ee-8cb7-b78d69babdf61.5.3AI/ML ServicesID-c4c6f475-faea-4cd3-9b13-77f45680aafcTrain Al/ML services to comprehend and, eventually, apply the StratML schemas to relevant content on the Web.StatusTrained & Capable2023-01-01While it does not appear that any AI/ML services are yet capable of comprending the semantics and structure of XSDs, ChatGPT has learned to provide a good explanation of the need and justification for using the StratML standard. https://www.linkedin.com/pulse/trustworthy-institutions-owen-ambur/Conceptual Understanding2023-09-19Bard enthusiastically agrees, "Publishing performance plans and reports in an open, machine-readable format like StratML Part 2 is a fantastic way for charitable organizations to demonstrate their commitment to impact and results, fostering greater trust and transparency with stakeholders." https://bard.google.com/share/7abb5856005d Enthusiastic Agreement2023-12-13Bard says, "The potential relationships between StratML and DAOs are promising and warrant further exploration. " https://bard.google.com/share/b5b052df8f19Learning2024-01-04Bard sees StratML's approach as a powerful and practical way to build a valuable ontology for the strategic planning domain. https://bard.google.com/share/d7b0d4b12a7cUnderstood2024-01-06Performance Plans and ReportsSpecify and foster usage of an XML standard extending Part 1 to include the additional information commonly contained in performance plans and reports._67596d83-ed64-4e76-861d-d4db753df0e5Part 2ANSI/AIIM PublicationPublish Part 2, Performance Plans and Reports, as an American (ANSI/AIIM) national standard._2b14c12d-ac36-4872-87a5-793a1f87e9042.1ANSIPublisherPerformerBeneficiary_8c60e70d-55b5-4ee6-9db3-3a0e202179f22.1.1Approval_1fbd40d0-aa0f-11e8-a11e-100560babdf6Publication of Part 2 StatusHarmonization with ISO 17469-1. Harmonization2015-07-172015-12-31Since consideration of Part 2 has been delayed in the ISO process, both harmonization and enhancement will be initiated in the ANSI process. Harmonization & Enhancement2016-03-042016-03-04Part 2 was approved and published as ANSI/AIIM 22:2011.Published2011-01-012011-08-08Part 2 was harmonized with minor changes made to Part 1 (ISO 17469-1) in the ISO process and republished as ANSI/AIIM 22:2017.Republished2016-03-042017-01-19Since AIIM abandoned its standards program, ANSI no longer recognizes StratML as an American national standard. Efforts have been made to reconstitute AIIM's standards program under the auspices of another organization but thus far that has not occurred.Rescinded2019-11-292019-11-29_fb567af3-1079-4063-84b8-75ac597fc7f02.1.2TeleconferencesNumber_1fbd40d0-aa0f-11e8-a11e-100560babdf6Conduct regular teleconferences to receive input and discuss the additional elements to be included in Part 2.2011-01-012011-12-31The StratML Committee conducted eight teleconferences on the following dates: January 5, March 22, August 24, September 22, October 6, October 20, November 3 and December 1.82011-01-012011-12-31StratML Part 2 FilesConvert performance plans and reports into StratML format to demonstrate and prove the elements of the standard._111332cd-3e70-49cb-9c2f-90d60c3dddbf2.2Andre CussonStratML Portal DeveloperAndre's StratML portal automatically transforms all of the Part 1 files into Part 2 format.PerformerGannon DickDatabase ConverterGannon transformed data from the Federal Advisory Committee Act (FACA) database into StratML format. He is explored conversion of IRS Form 990 data for tax-exempt organizations to StratML format.PerformerOwen AmburStratML Part 2 File CreatorOwen has manually converted a number of performance reports into StratML Part 2 format.Performer_0527aefb-9ee3-423d-acff-af09124412602.2.1Plans & Reports Converted (StratML.us site)Number_1fbd40d0-aa0f-11e8-a11e-100560babdf6Unspecified2011-01-01Thirteen performance plans and reports were converted to StratML Part 2 format.132011-01-012012-01-26Nineteen performance plans and reports were converted to StratML Part 2 format, an increase of 6 during 2012.192012-01-262012-12-04The total number of Part 2 files on the StratML.us site is now nearly 60. However, they are not well populated with performance indicators and stakeholder roles.592012-12-052021-01-02_47329260-4d40-11eb-b259-ecd08ebabdf62.2.2Plans & Reports Converted (other sites)Number_1fbd40d0-aa0f-11e8-a11e-100560babdf6[Unspecified]2013-01-012013-11-20When importing them into his portal, Andre Cusson converted all StratML files into Part 2 format. As of November 20, 2013, his portal contained more than 2,400 files comprising more than 23,000 objectives, nearly 60,000 stakeholders, and more than 70,000 pages.24562013-01-012013-11-20[Unspecified]2020-01-012020-12-31Chris Fox enables authoring/editing of StratML files in both Part 1 and Part 2 format in his StratNavApp. So, potentially speaking, any or all of the files in the collection could be imported into his app. However, relatively few have been. About 50 files are publicly available in his site, at https://www.stratnavapp.com/PublicProjects532020-01-012020-12-31Tools, Applications & ServicesFoster the development of tools, applications, and services supporting and leveraging the StratML standard for the benefit of various communities of interest._3f84f98f-d313-40e0-84ca-ed5e45c27e072.3Andre CussonPortal DeveloperAndre developed a StratML portal for both Part 1 & Part 2 files.PerformerBeneficiaryXSLT Form DeveloperAndre developed an XSLT form for both Part 1 & Part 2.PerformerOwen AmburInfoPath Form DeveloperOwen created InfoPath forms for Part 1 & Part 2.Carlos E. JimenezEng., MSc. Chair, IEEE Technology Management CouncilPerformerStratML Course DeveloperCarlos panned to develop a training course for StratML.PerformerMatt MacKenzieStratML Query Service DeveloperMatt quickly developed and and briefly hosted JSON/MongoDB-based StratML indexing/browsing/query service. It was documented at http://xml.govwebs.net/stratml/index.htm#UberityPerformerDuane NickullStratML Query Service DeveloperDuane worked with Matt MacKenzie on a JSON/MongoDB-based StratML indexing/browsing/query service. It was documented at http://xml.govwebs.net/stratml/index.htm#UberityPerformerIvan PedruzziSchema Development Tool SupportIvan made available the enterprise edition of Stylus Studio to support development of the schema for StratML Part 3.PerformerJay FohsSr. Account ManagerJay was a Sr. Account Manager at MarkLogic.PerformerStratML Search Service DeveloperJay worked with Andy Obermayer to re-develop MarkLogic's StratML search service.PerformerAndy ObermayerTechnical Sales EngineerAndy was a Technical Sales Engineer at MarkLogicPerformerStratML Search Service DeveloperAndy Obermayer worked to re-develop MarkLogic's StratML search service.PerformerAllyson UgarteStratML Application PromoterAllyson met with the Executive Director of the non-profit Ballston Improvement District (BID) to understand their priorities for the BID's published strategic plan. They were interested in being able to track their performance and show the progress being made relative to their high-level objectives, especially to their main stakeholder and oversight authority, the Arlington County Board of Supervisors. PerformerGeoffrey Morton-Haworth Yala DeveloperGeoffrey was developing a service called The Yala, "a platform for collaboration, designed to aid the emergence of collective intelligence." http://yalaworld.net/About/tabid/84/Default.aspx He expressed intent to incorporate the StratML standard into his service.PerformerSylvia WebbCo-Founder of ChicdataChicdata's mission was provide software to create strategic plans and regulatory reports that can be shared, published, and accessed the across the globe.BeneficiaryCo-Developer of StartMLStartML is an acronym for Strategy And Regulatory Tax Management Launchpad. It is a software platform based on the ANSI AIIM Strategy Markup Language (StratML) standard created to ensure that all non-profit and for-profit companies can easily create strategic plans, and government agencies can publish strategic plans for public consumption in compliance with recent government-published standards.PerformerBeneficiaryPortia ThurmondCo-Founder of ChicdataBeneficiaryCo-Developer of StartMLPerformerBeneficiaryRanjeeth ThungaWhite Paper DrafterLed the drafting a white paper addressing the benefits of use of the StratML by the private sector.PerformerRussell RuggieroWhite Paper DrafterAssist Ranjeeth in drafting a white paper addressing the benefits of use of the StratML by the private sector.PerformerDavid WebberNIEM ComparisonDavid prepared spreadsheets comparing StratML Part 2 to NIEM, at http://xml.govwebs.net/stratml/references/NIEMComparison20100205.xlsx & http://xml.govwebs.net/stratml/references/NIEMComparison20100419.xls PerformerGeorge BinaSoftware DeveloperBuilt support for StratML Part 2 into oXygen, including a form-based user interface.PerformerPinhas YehezkeallyHebrew TranslatorPini provided Hebrew translations for many of the elements of the StratML standard.PerformerMarten HogewegStratML Catalog & Form DeveloperMarten set up a publicly accessible catalog based on ESRI's open source Geoportal Server with the StratML Part 1 and Part 2 configured. Users could register and publish their own plans &/or the plans of organizations whose missions are of interest to them, either by uploading preexisting plans or by using the forms-based interface provided in the portal. Marten planned to maintain it to test ESRI's StratML implementation.PerformerJoe CarmelXForms DeveloperJoe developed an XForms form for StratML Part 2.PerformerIbrahim ShahXForms DeveloperIn 2018 Ibrahim updated Joe Carmel's Part 2 form for hosting on the stratml.us site at http://stratml.us/forms/Part2Form.xml to accommodate changes made in ANSI/AIIM 22:2017.PerformerStylesheet EditorIn the fall of 2018, Ibrahim updated the stylesheet to accommodate the new Descriptor element in the Performance Indicators table. He also provided an alternative version that inserts mailto links for comments on goals and objectives.PerformerColin MackenzieStylesheet EditorColin edited the stylesheet to improve the presentation of the performance indicator tables.PerformerMarijan (Mario) Madunic Stylesheet EditorMario edited the stylesheet to further improve the presentation of the data.PerformerDetlef HeynStylesheet EditorDetlef edited the stylesheet to further improve the presentation of the data.PerformerJohn BarkerPDF & ePub ConverterJohn provided the capability to transform and present StratML files in PDF and ePub format.PerformerJorge SanchezWizard Form DeveloperJorge developed a multi-stage wizard form to make it easier to create and edit StratML files.PerformerSpanish Label ProviderJorge provided a rendition of the StratML Part 2 form with the capability to translate the field labels from English to Spanish.PerformerAlain BarbetXForm EditorAlain made corrections and enhancements to the StratML Part 2 form. His version of the form at http://waterland.freeboxos.fr:8009/Part2Form.xml was used to edit a previous version of this plan/report.PerformerAdam RetterStratML Database ProviderOn December 9, 2018, Adam put up an eXist database to host StratML files. However, it has apparently been taken down as his company pursues an alternative to eXist, called Granite.PerformerPeter WinstanleyStratML Database InstructorOn March 20, 2019, Peter posted on GitHub basic instructions on how to build a StratML query service using BaseX. https://github.com/pwin/StratML-Search/blob/master/README.mdPerformerJeff MaynardStratML-to-PDF ConverterJeff used Turn-Key System's TopLeaf application to render StratML files in PDF.PerformerChris FoxStratML App DeveloperChris' StratNavApp outputs files in both StratML Part 1 and 2 formats.PerformerSchema.org IntegratorChris set up a Google custom query based on Schema.Org Person and Organization types. His StratNavApp generates Schema.org tagged files from the same data used to create StratML files. Doing so may improve discovery of those files by Google, based upon queries of those elements.PerformerRekha ThakurStylesheet EditerRekha further enhanced the StratML stylesheet.PerformerPerformerNaval SardaQuery Service DeveloperNaval Sarda and his colleagues at EpiComm Technologies have developed a StratML-enabled query service, at https://search.aboutthem.info/PerformerPerformer_0527aefb-9ee3-423d-acff-af09124412602.3.1Part 2 FormsNumber Available_1fbd40d0-aa0f-11e8-a11e-100560babdf6Forms are readily available online for the creation and editing of StratML Part 2 files.An XSLT form and an InfoPath form are available.22012-01-28George Bina has added a form-based user interface to oXygen for StratML Part 2, bringing to three the total number of forms available for Part 2.32013-11-08Marten Hogeweg provided a forms-based authoring/editing interface in Geoportal Server, bringing to four the total number of forms available for Part 2.42014-03-01Joe Carmel developed an XForms form for Part 2, but Andre Cusson's form was disabled by a Java security update. So the number of forms supporting Part 2 remained at three.32015-10-05Joe Carmel's XForms for StratML Parts 1 & 2 have been rehosted on the StratML.us site. ESRI has apparently abandoned its StratML portal, and while Ximdex's StratML query prototype remains available, they apparently have disabled their StratML form. However, Jorge Sanchez is perfecting his wizard form. So the number of forms available for the creation and editing of files in StratML Part 2 format has fallen to two. 22019-11-29Alain Barbet posted an improved version of the Part 2 form at http://waterland.freeboxos.fr:8009/Part2Form.xml So there are now 3 instance of the form.32020-12-21Chris Fox provides a form-based interface to create and edit StratML files in his StratNavApp. It supports StratML Parts 1 & 2 as well as some elements of Part 3.42021-07-31Several of the previous efforts have apparently been abandoned. So the two alernatives currently available include https://stratml.us/forms2/Part2Form.xml & https://www.stratnavapp.com/22024-09-02ID-99d319c7-cdbf-44da-9fb3-c1391d9c112c2.3.2StylesheetsNumberID-2ac1ccfe-59a5-4c3e-9589-f73b78114be9Although presentation is expressly not part of the StratML standard itself, a stylesheet(s) should be provided to attractively display files.2015-10-05Colin Mackenzie updated the stylesheet previously developed by Ken Holman, Joe Carmel, and Andre Cusson.22015-10-05Mario Madunic and Detlef Heyn further enhanced the presentation of StratML files by updating the stylesheet.22016-04-30John Baker enhanced his capability to render StratML files in PDF for more visually appealing presentation and printing.32019-11-29John Barker retired his StratML-to-PDF conversion service. However, Chris Fox offers styling of StratML files on his StratNavApp. So the number of available stylesheets remains at three.32021-07-31Turn-Key Systems picked up and for a while maintained John Barker's StratML-to-PDF conversion stylesheet.42021-08-20Turn-Key Systems abandoned their conversion service. So the number of current stylesheets has decline to three. However, there are two versions on the StratML.us site, with and without mailto comment links. The one without mailto comment links has been enhanced to improve the presentation and utility of the files.32022-12-19Rekha Thakur further enhanced the StratML stylesheet.32024-08-28ID-da3ff74e-589b-4824-87ab-1a572279afd52.3.3Applications/ServicesID-4559ca5b-dea5-433c-ac43-d9077b527a9eHelp Charity Navigator address challenges to implementation of their 3.0 initiative, focusing on results.2016-01-062016-01-06Gannon Dick planned to transform to StratML format the data that IRS holds for more than 800,000 tax-exempt organizations, for use with the template that Owen has drafted.2016-01-062016-01-06On January 6, Owen Ambur, Gannon Dick, and Susan Smoter engaged in a teleconference with Michael Thatcher, president & CEO of Charity Navigator, to explore prospects for using StratML Part 2 to support their 3.0 initiative.2016-01-062016-01-06Using Joe Carmel's XForms form, Owen Ambur compiled a template in StratML Part 2 format that charities could use to publish their performance plans and reports.2016-01-062016-01-08John Barker provided the capabilty to render StratML files in PDF and ePub format.2016-05-182016-05-18John Barker is retiring his StratML-to-PDF conversion service. During the period it was available 595 StratML files were rendered in PDF, comprising about 60 megabytes.2021-07-312021-07-31Turn-Key Systems picked up John Barker's stylesheet and used it to continue rendering StratML files in PDF. As of November 21, 2021, it has been used to render about five dozen plans and reports in PDF.2021-08-202021-11-21Turn-Key Systems stopped offering its StratML-to-PDF conversion service, but before they did, 774 plans had been converted.2021-11-222022-12-19During 2023 a StratML-enabled query service was developed and made available at https://search.aboutthem.info/2023-01-012023-12-31The query service has been enhanced to address false positives and to enable CSV downloading of query results listings.2024-08-012024-09-02NIEM Implementation ProfileCreate an implementation profile for inclusion of StratML into a new Planning and Accountability domain in the National Information Exchange Model (NIEM). _999403c6-52a7-415d-b883-5689ad6071122.4Sylvia WebbTask LeaderPerformerAllson UgarteTask MemberPerformerJohn TeeterDeputy CIO, Department of Health and Human ServicesPerformerPlanning & Accountability Domain ProponentJohn proposed inclusion of a Planning and Accountability domain in NIEM.Performer_e7bca1a5-8f43-4f31-9b90-ca8e33ebf3a32.4.1NIEM Implementation Profile_1fbd40d0-aa0f-11e8-a11e-100560babdf6Creation of an implementation profile to support incorporation of the StratML standard into NIEM.StatusCreationOn January 4, 2011, President Obama signed H.R. 2142, the GPRA Modernization Act of 2010 (GPRAMA), into law as P.L. 111-352. Section 2 requires agencies to publish their strategic plans on their websites and section 10 requires them to publish their strategic and performance plans and reports in searchable, machine-readable format. StratML is such a format.Legal Mandate2011-01-04Sylvia Webb led a task group developing the NIEM profile.Tasked2012-01-012012-12-31Sylvia & Allyson created a spreadsheet tentatively mapping the elements of StratML to elements of NIEM. It was available at http://vision4standards.com/stratml-wip/Drafted2012-01-012012-12-31Due to lack of expression of interest from NIEM leaders, the StratML Committee placed the NIEM profile on indefinite hold.On Hold2014-03-012014-03-01In the June 28, 2019, issuance of Circular A-11, OMB indicated implementation of section of GPRAMA will be piloted with a few agencies during FY 2020. See http://stratml.us/carmel/iso/A11-240wStyle.xml#_aada4d70-a90a-11e9-a082-d69e4d1a686a Piloting2019-06-282020-09-30In the Federal Data Strategy Action Plan for 2020, OMB has indicated that a data standards registry will leverage NIEM and other existing repositories, but it is unclear whether that means the schema for agency performance reports will be included. See http://stratml.us/carmel/iso/part2/2020APwStyle.xml#_b19de10e-2dd4-11ea-a6d4-d5cd0183ea00Schema2020-01-012020-12-31ISO StandardObtain approval and publication of Part 2 as an international (ISO) voluntary consensus standard, for potential use by all organizations worldwide.ID-d3e6-20150115T12160595205002.5Owen AmburSchema EditorOwen edited the ANSI/AIIIM 22:2011 version of the schema to incorporate the changes in ISO 17469-1.PerformerGannon DickSchema EditorGannon edited the schema for ISO 17469-2 to make technical corrections.PerformerBetsy FanningISO 17469-2 EditorBetsy will put the standards document in final form for submission to ISO.PerformerID-d3e33-20150115T12160595205002.5.1PublicationID-d3e41-20150115T1216059520500Publication of Part 2 as an ISO standard.StatusPublication2015-01-01Revision of Part 2 in the ANSI process to accommodate changes to Part 1 made in the ISO process and to make additional, minor enhancements.Enhancement2016-03-04The schema was put in near-final form for discussion on the StratML Committee's teleconference on June 19. The standards document itself (ISO 17469-2) has also been drafted but will need to be edited to include the latest revision of the schema documentation/data dictionary.Near Final2015-01-012015-06-19An insufficient number of countries agreed to take up Part 2 in the ISO process. So enhancements will be pursued in the ANSI process instead.Redirection2015-01-012015-12-31Additional ElementsSpecify and foster usage of an XML standard extending Parts 1 and 2 to include the additional information deemed to be worthy of consideration for inclusion in strategic and performance plans and reports._76de8a12-a272-464c-a62b-5dca4e6d0afePart 3Owen AmburChair, AIIM StratML CommitteePerformerSchema DeveloperDeveloped the schema for Part 3.PerformerInfoPath DeveloperDeveloped an InfoPath form for StratML Part 3.PerformerArt ColmanData Dictionary DeveloperPrepared the data dictionary for Part 3.PerformerDavid WebberCAM Template EvaluatorPrepared a CAM template evaluation and PNG graphic for Part 3: http://xml.govwebs.net/stratml/references/Webber/Strat3-NDR-tech-eval.html & http://xml.govwebs.net/stratml/references/Webber/STRAT3-model.pngPerformerGPRAMAInclude additional elements required to more fully address data requirements implicit in the GPRA Modernization Act (GPRAMA)._c9851818-fbba-4b1d-b02c-1eb237a8174b3.1U.S. Federal AgenciesImplementationU.S. federal agencies are required by section 10 of the GPRAMA to publish their strategic and performance plans and reports in machine-readable format, like StratML.PerformerBeneficiary_8c60e70d-55b5-4ee6-9db3-3a0e202179f23.1.1Performance.gov_1fbd40d0-aa0f-11e8-a11e-100560babdf6Incorporation of StratML into the Performance.gov site. StatusUsage2012-01-012012-12-31Elements of the StratML standard have been documented in an entity relationship diagram depicting the elements of the Performance.gov site, as shown at http://stratml.us/omb/PDSERD20111206.pdfDocumentation2011-12-06The elements of StratML Part 3 have been mapped to the elements contained in OMB Circular A-11, which contains guidance to agencies on implementation of the Government Performance and Results Act (GPRAMA). That guidance notes that XML is a machine-readable format and, thus, may be used to comply with section 10 of GPRAMA. However, it also says that comma separated values (CSV) are machine-readable and may also be used. So it remains to be seen whether agencies will use the open, machine-readable StratML standard. Mapping2012-01-012012-12-31In the June 28, 2019, issuance of Circular A-11, OMB indicated implementation of section of GPRAMA will be piloted with a few agencies during FY 2020. However, it is unclear what schema will be used. See http://stratml.us/carmel/iso/A11-240wStyle.xml#_aada4d70-a90a-11e9-a082-d69e4d1a686a Pilot2019-06-282020-09-30Other ElementsIncorporate elements for geospatial referencing, strategic planning frameworks, categorizations, relationships, and/or other purposes._48b580d6-98d0-4cd0-bfd0-acf050a511ba3.2PerformerBeneficiary_fc255c40-7849-4bd3-b302-1e5cf03548f73.2.1Part 3 Schema_1fbd40d0-aa0f-11e8-a11e-100560babdf6Consensus on additional elements to be included, such as those listed at http://xml.govwebs.net/stratml/index.htm#Part3.StatusConsensus2012-01-012012-12-31Nearly 40 additional elements and attributes have been included in the draft schema for Part 3, and an InfoPath form has been developed as a reference implementation. An updated data dictionary has been generated for review by the Committee. However, the Committee has not reviewed or commented on it. So whether consensus can be achieved remains to be seen. Extension2012-01-012012-12-31During 2013 the Committee voted to approve publication of Part 3 as an AIIM best practice, prior to placing it on the ANSI/ISO standards track.Approved2013-01-012013-12-31ANSI/AIIM PublicationPublish Part 3, Additional Elements, as an American (ANSI/AIIM) national standard._dbb81711-4103-4488-adb8-028e5c331b053.3Owen AmburDocument DrafterDrafted the best practice document for Part 3.PerformerBetsy FanningDocument EditorEdited the best practice document for Part 3.Performer_fc255c40-7849-4bd3-b302-1e5cf03548f73.3.1Part 3 Standards Document_1fbd40d0-aa0f-11e8-a11e-100560babdf6Consensus on the standards document within the StratML Committee.StatusConsensusA ballot was issued seeking consensus to publish Part 3 initially as an AIIM best practice, to be followed by publication as an ANSI/AIIM standard later. The results of the ballot have not yet been revealed, and based upon discussion on the Committee's November 16 teleconference, it is unclear whether consensus can be achieved on that point. Also, since AIIM failed to renew ownership of the stratml.net domain, it appears that it will be necessary to change the namespace for StratML Parts 1, 2 & 3. In any event, Part 3 cannot be finalized until that issue is resolved.Ballot Issued2012-11-16On our February 7 teleconference, the Committee agreed to publish Part 3 as an AIIM best practice during 2013 and place it on the standards track at a later time, after Part 1 has been approved as an ISO standard.Committee Agreement2013-02-07AIIM's Standards Board has approved Part 3 as a best practice, for publication as soon as editorial corrections can be made.Approved2013-11-20ID-346ea28b-7312-4f89-90a4-cf945f64a3c83.3.2StratML Part 3 Best Practice DocumentID-18387dc2-e78a-452c-9ef8-528c3ce9b2b2Publish Part 3 as an AIIM best practice documentStatusPublished2014-01-012014-06-01On November 9, 2014, Part 3 was published as an AIIM best practice (AIIM 24: 2014) and made available to AIIM members free of charge at https://www.aiim.org/Resources/Standards/AIIM_24Published2014-01-012014-11-09_140219d9-485a-4df5-bdf5-c3df9ccf938a3.3.3TeleconferencesNumber_1fbd40d0-aa0f-11e8-a11e-100560babdf6Regularly conduct teleconferences, as necessary, to receive input and feedback from Committee members on the elements and structure of StratML Part 3.2012-01-012012-12-31Nine Committee teleconferences were conducted in 2012, on January 12 & 26, February 9, March 1 & 15, May 10 & 31, August 9, and November 16.92012-01-012012-12-31Seven Committee teleconferences were conducted in 2013, on January 10, February 7, May 23, June 20, July 11, September 5, and November 21.72013-01-012013-12-31Two Committee teleconferences were conducted in 2014, on July 31 and November 20. Most of the year was consumed waiting for editorial corrections to be made to Part 1 and Part 3 by AIIM and ISO staff.22014-01-012014-12-31_74413eca-9cce-11e8-bb03-edfe5fbabdf62024-01-012024-12-312024-10-06http://stratml.us/docs/SMLC2024.xml_7441471c-9cce-11e8-bb03-edfe5fbabdf6OwenAmburOwen.Ambur@verizon.net