Strategy Markup Language (StratML)
A Worldwide Web of Intentions, Stakeholders, and Results
Strategy Markup Language (StratML) Part 1
is an XML
vocabulary and schema for strategic plans. Its purposes include:
- Facilitate the sharing, referencing, indexing, discovery, linking, reuse,
and analyses 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
- 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
- Facilitate the discovery of potential performance partners
who share common or complementary objectives.
- Facilitate stakeholder engagement, input, and 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tendency of strategic plans to become outdated "shelfware".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 needless time, effort, inconsistencies, and delays
associated with maintaining data redundantly in myriad "stovepipe"
systems rather than referencing the authoritative sources.
- Enable U.S. federal agencies to comply with the provisions of subsections
202(b)(4) & (5)
of the eGov Act, which respectively require them to:
- Work together to link their performance goals to key groups, including citizens,
businesses, and other governments, as well as internal Federal Government operations; and
- Adopt open standards (e.g., StratML) enabling the organization and categorization
of Government information in a way that is searchable electronically and interoperably
Enable all organizations, worldwide, to apply those good practices.
On 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.
On January 14, 2019, President Trump signed into law the OPEN Government Data Act (OGDA) extending to all Federal records the requirement to make them open, machine-readable, and compliant with standardized schemas by default.
StratML Part 2 extends Part 1 to include the basic, minumum additional elements required for performance plans and reports, including stakeholder roles and performance indicators, in order to:
Build upon Part 1 to enable the documentation of value chains leading to the realization of strategic goals and objectives, including desired outcomes as well as the inputs, processes, and outputs required to achieve them.
Facilitate the identification of inputs and processes needed to produce planned outputs and desired outcomes.
Enable the documentation and reporting of metrics associated with target and actual levels of inputs, processes, outputs, and outcomes.
Facilitate the sharing, referencing, indexing, discovery, linking, reuse, and analyses of the elements of performance plans and reports.
Facilitate the tracking of actual results as compared to planned, target results in terms of usage of inputs, performance of processes, production of outputs, and realization of outcomes.
Facilitate stakeholder feedback on the usages of inputs, production of outputs, and realization of outcomes affecting them.
Enable value-added intermediaries to provide tools, products, and services supporting each of these purposes for the benefit of myriad communities of interest (stakeholder groups).
StratML Part 3 specifies additional elements addressing the data requirements implicit in GPRAMA as well as additional purposes.
CURRENT WORK & RESULTS
Under direction from Owen Ambur and consistent with the technical development plan, Naval Sarda of Epicomm Technologies has managed development of a StratML-enabled query service at Search.AboutThem.info. Its architecture is documented here. Now that the initial iteration of the service is stable enhancements will be considered in support of the conceptual development plan for the AboutThem.info domain. Feedback would be most welcome.
Gayanthika Udeshani of Typefi Systems is exploring prospects for converting the State of South Carolina Agency Accountability reports to StratML format. They are currently available as Excel in .zip files - File 1 & File 2
Since U.S. federal agencies have again failed to comply with section 10 of the GPRA Modernization Act with reference to the updates to their strategic plans due in Februray 2022, Owen Ambur is in the process of converting their plans to StratML format for them. Thus far he has completed the following:
Department of Agriculture (USDA)
Department of Commerce (DOC)
Department of Education (ED)
Department of Health & Human Services (HHS)
Department of Homeland Security - FY2020 - 2024 Plan (DHS)
Department of Housing & Urban Development (HUD)
Department of the Interior (DOI)
Department of Justice (DOJ)
Department of Labor (DOL)
Department of State (DOS) & USAID
Department of Transportation (DOT)
Department of Treasury (TREAS)
Department of Veterans Affairs (VA)
Environmental Protection Agency (EPA)
General Services Administration (GSA)
Government Accountability Agency (GAO)
Government Publishing Office (GPO)
National Aeronautics & Space Administration (NASA)
National Archives & Records Administration (NARA)
National Science Foundation (NSF)
Nuclear Regulatory Commission (NRC)
Office of Personnel Management (OPM)
Small Business Administration (SBA)
Social Security Administration (SSA)
Consumer Financial Protection Bureau (CFPB)
Federal Communications Commission (FCC)
Federal Trade Commission (FTC)
Office of Government Ethics (OGE)
U.S. International Trade Commission (USITC)
StratML Committee Performance Report for 2021 (SMLC2021) - PDF | There are more than 5,200 files in the StratML collection.
Draft listings of:
StratML Glossary compiled by Owen Ambur using this XSD and stylesheet - Note the glossary is for informative purposes only.
The authoritative names and defintions of the elements are contained in the schemas themselves and are available in the documentation for
Part 1, Part 2 &
StratML Part 1, Strategic Plans
StratML Part 1, Strategic Plans, was published as an international standard (ISO 17469-1
) on February 11, 2015, and is available for purchase from ANSI
. The schema itself is freely available for usage by anyone who cares to do so:
StratML Part 2, Performance Plans & Reports
Pending recruitment of enough nations to work on international standardization of Part 2, Performance Plans and Reports, in the ISO processes, revisions were moved through the ANSI process.
On January 19, 2017, ANSI approved revisions harmonizing Part 2 (ANSI/AIIM 22:2017) with the relatively minor changes made in Part 1 in the ISO process.
StratML Part 3, Additional Elements
StratML Part 3, Additional Elements, was approved and published as an AIIM best practice (AIIM_BP_24-2014
Schema for StratML Part 3, August 21, 2014
Screen shots showing how the Part 3 schema appears in an InfoPath form, November 23, 2012
Data dictionary for Part 3 compiled on November 4, 2012 - PDF | DOCX (Word)
The data requirements implicit in the GPRA Modernization Act (GPRAMA) are a central focus of Part 3.
Proposed mapping of OMB Circular A-11, Section 210, guidance to the elements of StratML Part 3
Proposed mapping of the elements of the Performance Data Standard (PDS) for the Performance.gov site to StratML Part 3.
This rendition of GPRAMA, dated February 7, 2012, contains selected screen shots from an InfoPath form showing how requirements of the Act might be met in the strawman draft schema for Part 3 - HTML | PDF
On August 15, 2017, Owen Ambur made draft revisions to the schema for Part 3 to harmonize with changes made to Part 2 in the ANSI process.
On December 12, 2017, Owen generated documentation of the revised draft schema and posted it here.
More than 5,000 plans
have been rendered in StratML format, using the following authoring/editing tools:
In 2018 Ibrahim Shah 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.
Andre Cusson of 01 Communications developed an XForms form for StratML Part 2, Performance Plans & Reports. Andre's form was derived from but extends Joe's original form. It was disabled by a Java security update.
oXygen XML Author supports StratML Parts 1 & 2 and provides templates.
This URL can be used to automatically open StratML files for editing in Part 2, Performance Plan/Report, format: http://stratml.us/forms/walt5.pl?url=URL_of_the_file
Jorge Sanchez provided a rendition of the StratML Part 2 form with the capability to translate the field labels from English to Spanish.
Since Joe Carmel abandoned his legisworks.org domain, his XForms are no longer available in that domain.
Alejandro Revuelta and his colleagues at Ximdex developed a forms-based interface enabling
users to author and edit StratML files in Ximdex-CMS.
While the form has been disabled, the log-in prompt still works and their Guide for Editing StratML remains available.
Microsoft InfoPath forms for StratML Part 1, Strategic Plans & Part 2, Performance Plans and Reports
A form-based user interface for StratML Part 2 is available in oXygen.
ESRI's StratML catalog, formerly available at https://gptogc.esri.com/stratml, included a forms-based interface enabling registered users to draft and edit StratML files in Part 1 & 2 format.
Business Web Software's (subsequently Firmstep) AchieveForms form on their demonstration site seems to have been taken down and Firmstep's URL now defaults to the Granicus.uk site.
PDF Fillable form for Part 1 developed by Ed Chase. It no longer loads in a browser but can be downloaded and used in Adobe Acrobat.
For those who do not have InfoPath, screen shots of those forms are available in PDF -
Part 1 & Part 2 & HTML.
Owen Ambur has created a prototypical InfoPath form for StratML Part 3, Additional Elements, that can be used as a reference implementation.
For those who do not have InfoPath, screen shots of the Part 3 form, as of November 16, 2012, are available in PDF.
Note: Although Microsoft has pledged to maintain support through 2023, further development of InfoPath has been terminated with the 2013 release. For further information, see this discussion thread on LinkedIn.
Xopus provided a form for Part 1 in Spanish as well as English. However, Xopus was acquired by SDL and apparently no longer supports the StratML standard. SDL's former URL for Xopus now defaults to RWS.com.
Ictect developed a StratML plug-in for Microsoft Word. While it was disabled by revisions to Word, a copy of their Quick Start Guide remains available in archival status.
In August 2016, Virginia Gavin of Appligent expressed interest in updating Ed's form to conform to the ISO 17469-1 version of the schema.
When he was with Adobe, Duane Nickull expressed his intent to develop a PDF Fillable form for StratML Part 2.
The most current and complete listing of plans in the StratML collection is available at ../drybridge/index.htm.
SEARCH & OTHER PROTOTYPICAL SERVICES
Since StratML documents are plain text (XML) documents posted on the public Web, they are readily available for indexing by the search engines, like Google, albeit on an uncertain schedule. Thus, the major search engine indices may not contain the most recent submissions.