The Collaborative Planning Methodology (CPM) is shown in the figure below. It is a simple, repeatable process that consists of integrated, multi-disciplinary analysis that results in recommendations formed in collaboration with leaders, stakeholders, planners, and implementers.


The first release of the CPM includes the master steps and detailed guidance for planners to use throughout the planning process. Enterprise architecture is but one planning discipline included in this methodology. Over time the methods and approaches of other planning disciplines will be interwoven into this common methodology to provide a single, collaborative approach for organizations to use.

The CPM can serve as a full planning and implementation life cycle for use at all levels of scope described in the common approach (International, National, Federal, Sector, Agency, Segment, System, and Application). Therefore we propose it as a pattern from which we derive methods that are customised for actors in macro, meso, micro and household journeys.


Name1 Collaborative Planning Methodology
Target Outcome Consistent planning and decision making that leverage experiences and results of other agencies and levels of scope as a means to most efficiently solve priority needs. Recommendations formed in collaboration with leaders, stakeholders, planners, and implementers.
Social actors and roles roles
Trigger or preceding interaction #CPM05 - Perform and measure
Interfaces and services services
Inputs and outputs i/o
Stores and tools Enterprise Architecture artefacts
Other characteristics
Part of
Parts Organize and plan, #CPM04a - Invest & #CPM04b - Execute and #CPM05 - Perform and measure
Succeeding Interactions (an even better planning approach)
Alternatives (individual or no planning)
Action Realm Operations Monitoring & Evaluation Change
Risks risks
Further reading Common Approach to Federal Enterprise Architecture (FEA).

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