Agency Tools for Values-Based Coordination and Self-Governance Performance plan for implementation, operationalization, testing, extension, visualization, interoperability, and practical deployment of tools, applications, and services supporting personal agency, collaborative coordination, evidence-based evaluation, and transparent self-governance. Submitter's Note: This rendition extends the Part 1 plan posted at https://stratml.us/docs/ATVBC.xml into StratML Part 2 format as a practical demonstration and developmental use case for AI-enabled StratML tooling, including authoring/editing forms, search and discovery services, visualization layers, relationship mapping, dashboarding, semantic analysis, and AI-assisted planning and evaluation services. ^^ The plan is intended to support iterative experimentation and operational deployment rather than merely conceptual discussion. ^^ The stylesheets developed by Hesham Ashraf and Shakib Kaiser are recognized as important enabling assets for visualization, AI augmentation, highlighting, semantic navigation, and interactive use of StratML content. Agency Infrastructure Initiative AII aii001 Collaborative initiative supporting interoperable tools, schemas, services, and demonstrations enabling values-based coordination and evidence-based self-governance. Owen Ambur Advocate for interoperable strategic planning, machine-readable governance, and semantic transparency. Stewardship Guide standards alignment, conceptual development, and public dissemination. Performer Beneficiary ChatGPT AI assistant supporting drafting, analysis, coding assistance, schema interpretation, and software ideation. Augmentation Support planning, evaluation, and software development processes. Performer Claude.ai AI assistant supporting software architecture, implementation reasoning, and iterative development planning. Development Support prototyping, reasoning, and coding strategy. Performer Epicomm Technologies Developer of the search.aboutthem.info StratML query and discovery service. Infrastructure Provide operational search and discovery capabilities. Performer Beneficiary Individuals and institutions exercise informed and collaborative agency through interoperable systems of intentions, relationships, evidence, commitments, and measurable results. vision001 To operationalize interoperable tools, applications, and services enabling explicit articulation, discovery, coordination, evaluation, and continuous improvement of values, goals, objectives, stakeholder relationships, and performance outcomes. mission001 Agency Enable meaningful individual and collective initiative and responsibility. 8012BABB-0ECB-4E5E-A7E1-924952837F25 Transparency Expose intentions, relationships, trade-offs, and outcomes openly and intelligibly. 7C24CA87-37CF-4DBA-9653-F36122C084F9 Accountability Connect commitments, actions, outputs, outcomes, and consequences explicitly. CC227D97-5151-406A-93CE-65625E5B5B06 Interoperability Enable semantic consistency and exchangeability across systems and institutions. AFDE03E9-CB9F-41D8-9731-44826EEB4517 Evidence Ground decisions and evaluations in measurable and verifiable reality. 5061F51C-1F26-4262-845D-AF93AB25A1DD Subsidiarity Enable decisions and actions at the lowest effective level consistent with broader coordination. 0C677ADC-8191-4827-AACA-D9379AFE7A04 Architecture Operationalize interoperable semantic and technical architectures enabling structured representation, exchange, linkage, and visualization of intentions, relationships, commitments, and results. goal001 1 Standards Development Organizations Organizations maintaining semantic, interoperability, and governance standards. Standardization Support standards refinement, interoperability, and alignment. Performer Beneficiary Operationalization Promote implementation, extension, testing, visualization, interoperability, and operational deployment of StratML schemas and related semantic standards. obj001 1.1 Recognizes that StratML Parts 1 and 2 already provide substantial semantic infrastructure while Part 3 addresses additional GPRA Modernization Act requirements but remains largely untested operationally. 1.1.1 Tools Number Status pi001 2027-12-31 10 Deployed Deploy interoperable authoring, visualization, search, dashboard, validation, mapping, and reporting tools using StratML schemas. 2026-05-28 4 Deployed Tools deployed thus far include: ^ * these forms developed by Claude.ai: https://stratml.us/forms/Claude/Part1.html & https://stratml.us/forms/Claude/Part2.html ^ * this StratML-enabled query service developed by Epicomm Technologies: https://search.aboutthem.info/ ^ * Chris Fox's StratNavApp: https://www.stratnavapp.com/ 1.1.2 Demonstrations Number Status pi002 2026-05-28 2028-06-30 6 Completed Demonstrate interoperable exchange and operational use of StratML data across multiple applications and services. 2026-05-28 2028-06-30 TBD To be determined 1.1.3 Viability Maturity pi003 2026-05-28 2028-12-31 Demonstrated Demonstrate practical viability of interoperable StratML tooling ecosystems for planning, reporting, coordination, and evaluation. 2026-05-28 2028-12-31 TBD To be determined Relationships Enable explicit linkage and semantic navigation among stakeholders, objectives, indicators, plans, resources, services, and outcomes. obj002 1.2 1.2.1 Relationship Mapping Interfaces Number Status pi004 2026-05-28 2027-09-30 5 Implemented Implement visual interfaces exposing explicit semantic relationships among plans, stakeholders, objectives, and indicators. 2026-05-28 2027-09-30 TBD To be determined 1.2.2 Relationships Number Status pi005 2026-05-28 2028-12-31 500 Documented Document semantic relationships among plans, organizations, stakeholders, and objectives. 2026-05-28 2028-12-31 TBD To be determined Visualization Develop operational visualization layers enabling intuitive navigation, exploration, explanation, and evaluation of StratML content. obj003 1.3 1.3.1 Stylesheets Number Status pi006 2026-05-28 2027-06-30 3 Refined Refine, stabilize, document, and operationalize AI-enabled StratML visualization stylesheets and dashboards. 2026-05-28 2027-06-30 TBC To be determined 2026-05-28 4 Developed The stylesheet developed by Hesham Ashraf and refined by Claude.ai is reasonably stable. The more complex one developed by Shakib Kaiser still needs testing and refinement. Two others are fairly stable but always subject to improvement. Three of them can be testing in the form at https://stratml.us/forms/Claude/Part2.html Shakib's can be tested in his form at https://shakib.byethost18.com/Part2/Part2Form.html?i=1 1.3.2 Comprehension & Navigability Status pi007 2026-05-28 2028-12-31 Improved Users demonstrate improved comprehension and navigability of plans, objectives, indicators, and relationships. 2026-05-28 2028-12-31 TBD To be determined Sensemaking Enhance the capacity of individuals and organizations to understand complexity, evaluate evidence, identify trade-offs, and deliberate constructively. goal002 2 Researchers Individuals and organizations contributing evidence, methodologies, analyses, and evaluative frameworks. Analysis Support evidence synthesis, methodological rigor, and evaluative transparency. Performer Beneficiary Citizens Individuals seeking clearer understanding of issues, alternatives, trade-offs, and consequences. Participation Contribute perspectives, feedback, deliberation, and evaluation. Performer Beneficiary Evidence Develop tools enabling structured aggregation, annotation, comparison, synthesis, traceability, and evaluation of evidence from multiple sources and perspectives. obj004 2.1 2.1.1 Capabilities Number Status pi008 2026-05-28 2027-09-30 8 Implemented Implement AI-assisted capabilities supporting evidence aggregation, annotation, comparison, summarization, provenance tracking, and semantic linkage. 2026-05-28 2027-09-30 TBD To be determined 2.1.2 Redundant Efforts Percentage Status pi009 2026-05-28 2028-12-31 30 Reduced Reduce redundant analytical and documentation effort through interoperable evidence reuse and semantic discoverability. 2026-05-28 2028-12-31 TBD To be determined 2.1.3 Provenance Confidence pi010 2026-05-28 2028-12-31 Improved Users demonstrate improved confidence in traceability, provenance, and transparency of evidence sources. 2026-05-28 2028-12-31 TBD To be determined Tradeoffs Enable explicit visualization and evaluation of prospective benefits, costs, risks, dependencies, and unintended consequences. obj005 2.2 2.2.1 Interfaces Number Status pi011 2026-05-28 2027-12-31 5 Deployed Deploy interfaces supporting visualization and evaluation of trade-offs, dependencies, constraints, and projected consequences. 2026-05-28 2027-12-31 TBD To be determined 2.2.2 Trade-offs Comprehension pi012 2026-05-28 2028-06-30 Improved Stakeholders demonstrate improved understanding of competing objectives, risks, and constraints. 2026-05-28 2028-06-30 TBD To be determined Deliberation Support structured deliberation enabling semantic nuance, collaborative refinement, transparent comparison of alternatives, and persistent institutional memory. obj006 2.3 2.3.1 Interfaces Number Status pi013 2026-05-28 2027-09-30 6 Implemented Implement interfaces supporting annotation, semantic tagging, ranking, commenting, proposal comparison, and collaborative refinement. 2026-05-28 2027-09-30 TBD To be determined 2.3.2 Records Number Status pi014 2026-05-28 2028-12-31 1000 Preserved Preserve deliberative discussions, annotations, and rationales in machine-readable form. 2026-05-28 2028-12-31 TBD To be determined 2.3.3 Quality Maturity pi015 2026-05-28 2028-12-31 Constructive Deliberative processes become more evidence-based, transparent, persistent, and semantically coherent. 2026-05-28 2028-12-31 TBD To be determined Coordination Enable distributed collaboration and collective action based upon shared intentions, transparent commitments, interoperable information, and explicit stakeholder relationships. goal003 3 Communities Groups coordinating around shared purposes, concerns, projects, missions, or public goods. ^^ See also https://connectedcommunity.net/ Collaboration Coordinate shared objectives, commitments, and activities. Performer Beneficiary Public Goods Organizations Organizations pursuing civic, social, educational, scientific, or governance-related missions. Provision Provide services, stewardship, coordination, and measurable public value. Performer Beneficiary Discovery Enable individuals and organizations to discover others sharing compatible values, goals, objectives, capabilities, interests, and commitments. obj007 3.1 3.1.1 Services Number Status pi016 2026-05-28 2027-06-30 4 Implemented Implement interoperable stakeholder discovery and matching services based upon shared objectives, values, interests, and competencies. 2026-05-28 2027-06-30 TBD To be determined 3.1.2 Plans Number Status pi017 2026-05-28 2028-12-31 25000 Indexed Expand indexing and discoverability of interoperable plans, reports, and stakeholder relationships. 2026-05-28 2028-12-31 7091 More than 7,000 plans and reports currently indexed by search.aboutthem.info. 3.1.3 Discovery Utility pi018 2026-05-28 2028-12-31 Demonstrated Users successfully discover compatible collaborators, organizations, projects, and opportunities for coordination. 2026-05-28 2028-12-31 TBD To be determined Alignment Facilitate alignment of objectives, roles, resources, timelines, dependencies, and responsibilities across stakeholders and organizations. obj008 3.2 3.2.1 Tools Number Status pi019 2026-05-28 2027-09-30 5 Implemented Implement tools enabling comparison, alignment, mapping, and reconciliation of objectives and stakeholder roles. 2026-05-28 2027-09-30 TBD To be determined 3.2.2 Relationships Number Status pi020 2026-05-28 2028-06-30 1000 Documented Document semantic relationships among organizations pursuing related or complementary objectives. 2026-05-28 2028-06-30 TBD To be determined 3.2.3 Coordination Maturity pi021 2026-05-28 2028-12-31 Improved Organizations demonstrate improved coordination, reduced duplication, and clearer alignment of objectives and responsibilities. 2026-05-28 2028-12-31 TBD To be determined Participation Support meaningful stakeholder participation in planning, prioritization, implementation, evaluation, and continuous improvement. obj009 3.3 3.3.1 Interfaces Number Status pi022 2026-05-28 2027-12-31 6 Deployed Deploy interfaces supporting participatory planning, annotation, commenting, voting, ranking, delegation, and feedback. 2026-05-28 2027-12-31 TBD To be determined 3.3.2 Contributions Number Status pi023 2026-05-28 2028-12-31 50000 Documented Document stakeholder annotations, evaluations, proposals, comments, rankings, and collaborative contributions semantically. 2026-05-28 2028-12-31 TBD To be determined 3.3.3 Participation Engagement pi024 2026-05-28 2028-12-31 Meaningful Stakeholders perceive participation processes as transparent, constructive, consequential, and operationally useful. 2026-05-28 2028-12-31 TBD To be determined Evaluation Improve the capacity to measure progress, evaluate performance, preserve institutional memory, learn continuously, and adapt responsibly. goal004 4 Public Institutions Organizations responsible for demonstrating accountability, stewardship, operational effectiveness, and measurable public value. Accountability Provide transparent reporting, evaluation, and evidence of performance. Performer Beneficiary Auditors Individuals and organizations evaluating compliance, effectiveness, accuracy, transparency, and integrity. Verification Assess evidence, performance claims, and operational integrity. Performer Beneficiary Indicators Enable definition, linkage, visualization, and tracking of measurable indicators explicitly associated with goals, objectives, stakeholders, and outcomes. obj010 4.1 4.1.1 Indicators Number Status pi025 2026-05-28 2027-12-31 5000 Documented Document machine-readable performance indicators explicitly linked to objectives, stakeholders, outputs, and outcomes. 2026-05-28 2027-12-31 Hundreds Hundreds of performance indicators have already been rendered in StratML Part 2 plans and reports. 4.1.2 Dashboards Number Status pi026 2026-05-28 2028-06-30 8 Implemented Implement operational dashboards visualizing progress, relationships, dependencies, trends, and performance outcomes. 2026-05-28 2028-06-30 Emerging Initial dashboard and visualization capabilities are available through existing stylesheets. 4.1.3 Performance Clarity pi027 2026-05-28 2028-12-31 Improved Stakeholders demonstrate improved understanding of progress, constraints, dependencies, and performance outcomes. 2026-05-28 2028-12-31 TBD To be determined. Feedback Support continuous collection, integration, analysis, and evaluation of stakeholder feedback regarding effectiveness, outcomes, trade-offs, and unintended consequences. obj011 4.2 4.2.1 Services Number Status pi028 2026-05-28 2027-09-30 6 Deployed Deploy interoperable services supporting structured stakeholder feedback, evaluation, annotation, and commentary. 2026-05-28 2027-09-30 TBD To be determined. 4.2.2 Records Number Status pi029 2026-05-28 2028-12-31 100000 Integrated Integrate stakeholder feedback records into interoperable machine-readable evaluation environments. 2026-05-28 2028-12-31 TBD To be determined. 4.2.3 Responsiveness Confidence pi030 2026-05-28 2028-12-31 Improved Stakeholders perceive institutions and organizations as more responsive, transparent, and adaptive. 2026-05-28 2028-12-31 TBD To be determined. Learning Facilitate organizational and civic learning through transparent reporting, comparative analysis, semantic preservation, and persistent institutional memory. obj012 4.3 4.3.1 Repositories Number Status pi031 2026-05-28 2027-12-31 5 Implemented Implement interoperable repositories preserving plans, reports, deliberations, evaluations, rationales, and lessons learned. 2026-05-28 2027-12-31 2 Available StratML collections and associated repositories already preserve thousands of plans and reports. See https://stratml.us/drybridge/index.htm & https://search.aboutthem.info/Statistics 4.3.2 Assets Number Status pi032 2026-05-28 2028-12-31 25000 Preserved Preserve and expose reusable institutional knowledge assets in machine-readable interoperable formats. 0001-01-01 2026-05-28 7104 Increasing More than 7,000 plans and reports are already available for reuse and discovery. See https://search.aboutthem.info/Statistics 4.3.3 Learning Maturity pi033 2026-05-28 2028-12-31 Adaptive Organizations demonstrate improved capacity for evidence-based adaptation, institutional learning, and continuous improvement. 2026-05-28 2028-12-31 TBD To be determined. Governance Strengthen democratic and organizational self-governance through transparent, participatory, interoperable, evidence-based civic infrastructure. goal005 5 Voters Citizens participating in democratic governance, civic evaluation, and collective decision-making. Participation Engage in deliberation, evaluation, prioritization, and accountability processes. Performer Beneficiary Government Agencies Public institutions responsible for strategic planning, budgeting, performance reporting, and public accountability. Administration Publish interoperable plans, reports, objectives, indicators, and performance data. Performer Beneficiary Public Goods Organizations Organizations pursuing civic, educational, scientific, humanitarian, and governance-related public purposes. Provision Provide complementary or alternative public-value services and governance innovations. Performer Beneficiary Representation Enable dynamic, issue-specific, transparent, and accountable representation, participation, and delegation mechanisms. obj013 5.1 5.1.1 Mechanisms Number Status pi034 2026-05-28 2027-12-31 4 Implemented Implement mechanisms supporting issue-specific delegation, proxy representation, and transparent participatory governance. 2026-05-28 2027-12-31 TBD To be determined. 5.1.2 Interactions Number Status pi035 2026-05-28 2028-12-31 250000 Documented Document participatory governance interactions, delegations, annotations, evaluations, and deliberative actions semantically. 2026-05-28 2028-12-31 TBD To be determined. 5.1.3 Representation Responsiveness pi036 2026-05-28 2028-12-31 Improved Stakeholders perceive governance systems as more responsive, participatory, transparent, and accountable. 2026-05-28 2028-12-31 TBD To be determined. Transparency Expose public objectives, budgets, commitments, rationales, relationships, performance information, and decision processes in interoperable machine-readable formats. obj014 5.2 5.2.1 Documents Number Status pi037 2026-05-28 2028-06-30 10000 Published Publish strategic plans, performance plans, performance reports, and related governance documents in interoperable machine-readable formats. 0001-01-01 2028-05-28 7104 Increasing More than 7,000 plans and reports are already available in StratML format. See https://search.aboutthem.info/Statistics 5.2.2 Datasets Number Status pi038 2026-05-28 2028-12-31 500 Linked Link governance, budgeting, planning, performance, and evaluation datasets semantically and interoperably. 2026-05-28 2028-12-31 TBD To be determined. 5.2.3 Transparency Visibility pi039 2026-05-28 2028-12-31 Enhanced Citizens and stakeholders gain substantially improved visibility into institutional objectives, rationales, commitments, and outcomes. 2026-05-28 2028-12-31 TBD To be determined. Accountability Connect policies, expenditures, actions, outputs, outcomes, responsibilities, and consequences in ways enabling meaningful public evaluation and adaptive governance. obj015 5.3 5.3.1 Policies Number Status pi040 2026-05-28 2027-12-31 2000 Linked Link policies, programs, expenditures, objectives, indicators, and outcomes semantically and interoperably. 2026-05-28 2027-12-31 TBD To be determined. 5.3.2 Relationships Number Status pi041 2026-05-28 2028-06-30 25000 Documented Document explicit accountability relationships among stakeholders, organizations, objectives, indicators, expenditures, and outcomes. 2026-05-28 2028-06-30 TBD To be determined. 5.3.3 Accountability Confidence pi042 2026-05-28 2028-12-31 Improved Citizens and stakeholders perceive governance systems as more accountable, intelligible, measurable, and evaluable. 2026-05-28 2028-12-31 TBD To be determined. Applications Encourage practical deployment, operational testing, refinement, and scaling of interoperable tools, applications, and services supporting values-based agency and coordination across domains. goal006 6 Developers Individuals and organizations creating interoperable software tools, applications, services, interfaces, and infrastructure. Implementation Design, code, test, deploy, maintain, and refine operational capabilities. Performer Beneficiary Codex AI-assisted coding and software development capability supporting implementation of interoperable applications and services. Coding Assist development, debugging, testing, documentation, and refinement of software systems. Performer Educational Institutions Organizations supporting learning, experimentation, research, evaluation, and development of interoperable civic and organizational tools. Experimentation Evaluate, refine, demonstrate, and disseminate operational practices and technologies. Performer Beneficiary Personalization Develop tools enabling individuals to articulate personal values, goals, objectives, commitments, relationships, indicators, and progress explicitly. obj016 6.1 6.1.1 Dashboards Number Status pi043 2026-05-28 2027-06-30 5 Implemented Implement interoperable dashboards supporting personal values, goals, commitments, indicators, and progress tracking. 2026-05-28 2027-06-30 TBD To be determined. 6.1.2 Plans Number Status pi044 2026-05-28 2028-12-31 10000 Published Enable publication and interoperability of personal values-based plans and commitments. 2026-05-28 2028-12-31 7104 Increasing Thousands of organizational plans and reports are already published in StratML format and provide a foundation for personal planning applications. See https://search.aboutthem.info/Statistics 6.1.3 Agency Capability pi045 2026-05-28 2028-12-31 Strengthened Users report improved clarity regarding personal intentions, commitments, progress, and opportunities for coordination. 2026-05-28 2028-12-31 TBD To be determined. Collaboration Enable teams and organizations to coordinate work through explicit linkage of shared objectives, roles, dependencies, commitments, resources, and outcomes. obj017 6.2 6.2.1 Platforms Number Status pi046 2026-05-28 2027-12-31 6 Implemented Implement interoperable collaborative coordination platforms supporting linked objectives, stakeholder roles, dependencies, and workflows. 2026-05-28 2027-12-31 TBD To be determined. 6.2.2 Relationships Number Status pi047 2026-05-28 2028-12-31 5000 Enabled Enable interoperable collaborative relationships among organizations pursuing compatible or complementary objectives. 2026-05-28 2028-12-31 TBD To be determined. 6.2.3 Collaboration Maturity pi048 2026-05-28 2028-12-31 Improved Organizations demonstrate improved coordination, reduced duplication, clearer responsibilities, and more effective collaboration. 2026-05-28 2028-12-31 TBD To be determined. Integration Facilitate interoperability among planning, budgeting, reporting, deliberation, visualization, search, evaluation, knowledge-management, and decision-support systems. obj018 6.3 6.3.1 Systems Number Status pi049 2026-05-28 2028-06-30 12 Integrated Enable interoperable exchange among planning, reporting, search, dashboarding, visualization, and evaluation systems. 2026-05-28 2028-06-30 Existing Foundation Authoring forms, search services, repositories, and visualization stylesheets already provide a foundation for broader integration. 6.3.2 Transactions Number Status pi050 2026-05-28 2028-12-31 1000000 Processed Process interoperable semantic exchanges among distributed tools, services, repositories, and applications. 2026-05-28 2028-12-31 TBD To be determined. 6.3.3 Interoperability Viability pi051 2026-05-28 2028-12-31 Demonstrated Demonstrate operational viability of interoperable ecosystems supporting planning, coordination, evaluation, deliberation, reporting, and governance. 2026-05-28 2028-12-31 Emerging Core components already exist but remain only partially integrated and operationalized. admin001 2026-05-28 https://stratml.us/docs/ATVBC.xml submitter001 Owen Ambur Owen.Ambur@verizon.net