ISO 17469-1:2015

INTERNATIONAL ISO
STANDARD 17469-1
First edition
2015-02-15
Document management — Strategy
markup language (StratML) —
Part 1:
StratML core elements
Gestion de documents — Langage de marquage de stratégie
(StratML) —
Partie 1: Éléments principaux du StratML
Reference number
©
ISO 2015
© ISO 2015
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ii © ISO 2015 – All rights reserved

Contents Page
Foreword .iv
Introduction .v
1 Scope . 1
2 Terms and definitions . 1
3 Strategy markup language . 1
3.1 General . 1
3.2 StratML core . 2
3.2.1 General. 2
3.2.2 Organization . 2
3.2.3 Name . 2
3.2.4 Description . . . 3
3.2.5 Acronym . 3
3.2.6 Mission . 3
3.2.7 Vision . 4
3.2.8 Value . 4
3.2.9 Goal . 4
3.2.10 Objective . . 5
3.2.11 Stakeholder . 5
3.2.12 Identifier . 5
3.2.13 SequenceIndicator . 6
3.3 Administrative information . 6
3.3.1 General. 6
3.3.2 StartDate . 6
3.3.3 EndDate . 7
3.3.4 PublicationDate . . . 7
3.3.5 Source . 7
3.3.6 Submitter . 8
3.3.7 GivenName . 8
3.3.8 Surname . 8
3.3.9 EmailAddress . 8
3.3.10 PhoneNumber . 9
3.4 Graphical depiction . 9
4 Schema .10
Annex A (informative) Related ISO standards committees .15
Bibliography .17
Foreword
ISO (the International Organization for Standardization) is a worldwide federation of national standards
bodies (ISO member bodies). The work of preparing International Standards is normally carried out
through ISO technical committees. Each member body interested in a subject for which a technical
committee has been established has the right to be represented on that committee. International
organizations, governmental and non-governmental, in liaison with ISO, also take part in the work.
ISO collaborates closely with the International Electrotechnical Commission (IEC) on all matters of
electrotechnical standardization.
The procedures used to develop this document and those intended for its further maintenance are
described in the ISO/IEC Directives, Part 1. In particular the different approval criteria needed for the
different types of ISO documents should be noted. This document was drafted in accordance with the
editorial rules of the ISO/IEC Directives, Part 2 (see www.iso.org/directives).
Attention is drawn to the possibility that some of the elements of this document may be the subject of
patent rights. ISO shall not be held responsible for identifying any or all such patent rights. Details of any
patent rights identified during the development of the document will be in the Introduction and/or on
the ISO list of patent declarations received (see www.iso.org/patents).
Any trade name used in this document is information given for the convenience of users and does not
constitute an endorsement.
For an explanation on the meaning of ISO specific terms and expressions related to conformity
assessment, as well as information about ISO’s adherence to the WTO principles in the Technical Barriers
to Trade (TBT), see the following URL: Foreword — Supplementary information.
The committee responsible for this document is ISO/TC 171, Document Management Applications,
Subcommittee SC 2, Application Issues.
ISO 17469 consists of the following parts, under the general title Document management — Strategy
markup language (StratML):
— Part 1: StratML core elements
iv © ISO 2015 – All rights reserved

Introduction
This International Standard formalizes the practice that is commonly accepted but often implemented
inconsistently. It will enable efficient discovery, sharing, and analysis of the information commonly
contained in the strategic plans of organizations worldwide. While other initiatives have been mounted
to compile abstract and theoretical models of the strategic planning process, this is the first to enable
the concept of “strategic alignment” to be realized on the Web, through literal hypertext linkages to goal
and objective statements.
NOTE For example, see the Business Motivation Model compiled by the Business Rules Group.
This is the first of a planned multipart International Standard. It specifies the elements that are common
and deemed to be essential for inclusion in strategic plans. ISO 17469-2 will specify the extensions to the
core that are deemed essential for inclusion in performance plans and reports. ISO 17469-3 and perhaps
additional parts will include further extensions encompassing elements that, while not essential, can
add value to the core elements and can be required for more specialized purposes, e.g. identifying the
methodology and assessing the quality of the processes used to identify strategic goals and objectives
as well as stakeholders.
NOTE 1 U.S. federal agencies are required by the Government Performance and Results Act (GPRA) to compile
and maintain strategic plans. OMB Circular A-119 directs agencies to use international voluntary consensus
standards as applicable.
NOTE 2 As documented on Wikipedia, two situational/environmental analysis methodologies for identifying
goals and objectives include SWOT and PESTLE.
The purposes of StratML include the following:
— Facilitate the sharing, referencing, indexing, discovering, linking, reusing, and analysing 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.
— 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 time, effort, inconsistencies, and delays associated with maintaining goal and
objective statements redundantly in myriad “stovepipe” systems rather than referencing the
authoritative sources.
— Build upon content management and emerging social networking technologies to enable creation
of the Strategic Semantic Web comprising a worldwide network of intents (goals and objectives) as
well as organizational values and stakeholders.
Value-added intermediaries will be free to apply style sheets to display the information in any manner
desired by their stakeholders on computer screens and other devices as well as in print media. The
primary way in which this International Standard will impact the quality of plans will be by facilitating
feedback from stakeholders. However, by specifying kinds of information to include the International
Standard will enable planners and intermediary service providers to focus more directly and intensively
on the quality of the information itself.
INTERNATIONAL STANDARD ISO 17469-1:2015(E)
Document management — Strategy markup language
(StratML) —
Part 1:
StratML core elements
1 Scope
This International Standard specifies an Extensible Markup Language (XML) vocabulary and schema
(XSD) for the elements that are common and considered to be part of the essential core of the strategic
plans of all organizations worldwide.
This International Standard will not address
...