# Presentation: 600705

## Strategy Markup Language (StratML)Summary & Results Update

- Architecture & Infrastructure Committee (AIC)
- 9.20.2007

## Agenda

- StratML Scope & Vision
- StratML Benefits
- Progress to Date & Next Steps
- Strategic plan core schema
- Strategic plan rendering
- Search & discovery prototype

## StratML Scope

- StratML is envisioned as a standardized XML template and vocabulary for Federal agency strategic plans, performance plans and performance reports that is aligned with the Federal Enterprise Architecture, government policy, and leverages existing standards.

## Slide 4

## Why StratML?

- Standardization
- Search & Discovery
- Line of Site
- Reduce Resource & Application Dependency

**Notes:**
Standardized solution for Congress, Office of Management and Budget (OMB), and Federal agencies to comply with the Government Performance & Result Act (GPRA, P.L. 103-62).  
Decreased time and resource commitment from Federal agencies; 
The establishment of a line of site from strategic goals and objectives to specific actions and resources;
The efficient and intuitive search and discovery of strategic plans, actions, and records, as well as sharable services and strategic alignments;
The enhanced application of content for reporting and research; 
The sharing, referencing, indexing, discovery, linking, reuse, and analyses of the elements of strategic plans;
The discovery of potential performance partners who share common goals and objectives;
The facilitation of stakeholder feedback on strategic goals and objectives;
The improved maintenance and management of strategic plans; and,
The reduction in resources associated with maintaining redundant data "stovepipe" systems.

## 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**.**
**Phase 1B (completed)**
- The vocabulary and schema has been tested with 47+ 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.
**Phase 1C (on-going)**
- The CoP is seeking review, comment, and approval of the Phase 1 vocabulary and schema by the AIC, CIO-C, Chief Financial Officer’s Council (CFO-C), and OMB for inclusion in the National Information Exchange Model (NIEM).

**Notes:**
Corpus includes more than two dozen agency plans as well as the President’s Management Agenda (PMA), the CIO-C strategic plan, the Federal Enterprise Architecture (FEA) Program Management Office’s (PMO) action plan, and the strategic plans of several non-profit, public service organizations.

As part of this effort, it is requested that the AIC lead the recruitment from these organization’s to get them actively involved in the review and continued development of StratML.  

I’m going to talk a little bit about each of these phases in more detail.

## 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

## Slide 8

**Notes:**
Plan Elements: Timeframe and the publish date of the strategic plan.  
Submitter Elements: Information about the author or submitter of the strategic plan.  
Organization Elements: Information about the submitting organization including its mission and vision statements.
Goal Elements: Goal statement(s) and resources that support the organization’s mission.
Objective Elements: Objective statement(s) that supports goal(s). 

## Search & Discovery Prototype

- Mark Logic Corporation created a prototype to demonstrate the following capabilities:
**Ingest:**  The 47+ 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.

**Notes:**
Just the tip of the iceberg.  Available on a select basis to users.  If you would like to access to the prototype, please contact me.  

Query notes: For example, the prototype combined the ability to perform full text searches constrained to specific sections (e.g., goals, objectives) or simultaneous querying of multiple sections of the plan.  Users of the prototype can view specific sections of the plan that match a query – or the entire rendered plan in a tree view.  Based on this basic infrastructure, the prototype demonstrates the ability to bookmark and add user annotations related to the plans they query.

The MarkLogic StratML prototype demonstrates the following benefits of StratML:
- The standardization of the data elements associated with a strategic plan, based on XML, greatly facilitates the process of ingestion, management, discovery and searching of strategic plans.  Government officials and citizens will be able to access strategic plan information with a great degree of uniformity, flexibility and accuracy. 

- StratML facilitates the quick repurposing of strategic plan-related information into other products, such as performance plans, with a high degree of granularity. 

## StratML Next Steps

**Phase 2A**
- Incorporate additional, optional (non-core) elements to produce a complete vocabulary and schema for strategic plans.
**Phase 2B**
- Demonstrate and test the additional elements with a number of agency strategic plans.
**Phase 3A**
- Extend the vocabulary and schema to include the elements of performance plans and reports.
**Phase 3B**
- Test the additional elements with their own agency performance plans and reports.
- Engage industry partners to demonstrate the ability to use the resulting XML documents to aggregate, index, and provide for cross-agency queries and analyses of such reports, in coordination with the Performance Assessment Rating Tool (PART) process and the ExpectMore.gov site.
**Phase 4A**
- Draft a User’s Guide for StratML for consideration by OMB for potential adoption as a government-wide standard**. **
**Phase 4B**
- Seek agency volunteers to pilot and test usage of the Guide.
**Phase 5**
- Compile a report on the results of the first four phases and seek AIC, CIO C, CFO-C, and OMB approval of the entire vocabulary and schema for incorporation in NIEM and issuance of the User’s Guide along with policy governing its usage by all Executive branch agencies

## StratML Community of Practice Co-Chairs:

- Adam Schwartz
- Government Printing Office
- (202) 512-2055
- aschwartz@gpo.gov
- Owen Ambur
- Department of the Interior (Retired)
- Owen.Ambur@verizon.net
- _[http://xml.gov/stratml/index.htm](http://xml.gov/stratml/index.htm)_