2012 Annual ReportThis report covers the activities of the Strategy Markup Language (StratML) Committee during 2012. It is cumulative in the sense that it also documents results achieved previously. In addition, it begins to outline objectives to be pursued in the months and years ahead.Please let us know if you have proposed additions or corrections. Comments and suggestions with respect to prospective goals and objectives are also welcome, particularly if you would like to participate in specifying Part 3 and/or developing StratML tools, applications, and services.Strategy Markup Language CommitteeSMLC78901c50-230a-4997-a95e-eeaf289a484eAIIMANSI-Accredited Standards Development OrganizationPerformerOwen AmburChairPerformerAIIM Professional MemberBeneficiaryAdam SchwartzFormer Co-ChairWith the completion and approval of Part 2 as an ANSI/AIIM standard, Adam deemed his work on the committee to have been completed and resigned his role as co-chair in 2011.PerformerBetsy FanningAIIM's Director of StandardsPerformerSylvia WebbMember of the StratML CommitteePerformerLeader of NIEM Task GroupSylvia is leading a task group to develop a NIEM implementation profile for StratMLPerformerAndre CussonMember of the StratML CommitteePerformerDeveloper of StratML PortalAndre is developing a StratML portal, including an XSLT form enabling the drafting and editing of StratML documents. (This report is being drafted and edited using his form.)PerformerAllyson UgarteMember of the StratML CommitteePerformerMember of the NIEM Task GroupPerformerArt ColmanSchema MaintenanceArt maintains the official copies of the schema while under development, prior to approval and publication at stratml.net.PerformerData Dictionary ProducerArt also automatically generates user-friendly data dictionaries (in MS Word format) from the StratML schemas.PerformerMember of the StratML CommitteePerformerDanny DohrmannMember of the StratML CommitteeMember of the NIEM Task GroupPerformerWilliam GlascoeMember of the StratML CommitteePerformerMember of the NIEM Task GroupPerformerA worldwide web of intentions, stakeholders, and results.efe1e1dc-51be-43ca-82fe-5444a471a822To specify an XML-based voluntary consensus standard for the information commonly contained in strategic and performance plans and reports.161b7a63-5951-475e-aca8-961906a64596OpennessStandardsMachine ReadabilityPerformanceResultsStrategic PlansSpecify and foster usage of an XML standard for the information commonly contained in strategic plans.a578ae20-e023-4135-8961-3f775bee3412Part 1ANSI/AIIM PublicationPublish Part 1, Strategic Plans, as an American (ANSI/AIIM) national standard.aa83925e-f243-4930-9c35-32febd204b761.1ANSIPerformerBeneficiary8c60e70d-55b5-4ee6-9db3-3a0e202179f2 Publication of Part 1. Part 1 was approved and published as ANSI/AIIM 21:2009.2009-12-17StratML Part 1 FilesConvert strategic plans into StratML format to demonstrate and prove the elements of the standard.b7f9c1cb-5ae8-4848-ae70-018facfed4331.2Performer8c60e70d-55b5-4ee6-9db3-3a0e202179f2Plans ConvertedNumber2011-01-012011-12-31More than 800 plans have been converted to StratML Part 1 format, all of which are available at http://xml.gov/stratml/drybridge/index.htm. For the current number, see http://stratml.hyperbase.com/statistics.html, where other statistics are provided as well, including the number of goals, objectives, and stakeholders.8292012-01-26Continue converting and adding plans to the collection.2012-01-012012-12-31More than a thousand plans have been converted to StratML Part 1 format, all of which are available at http://xml.gov/stratml/drybridge/index.htm. That is an increase of more than 230 during calendar year 2012. For the current number, see http://stratml.hyperbase.com/statistics.html, where other statistics are provided as well, including the number of goals, objectives, and stakeholders.10632012-01-012012-12-18Tools, Applications & ServicesFoster the development of tools, applications, and services supporting and leveraging the StratML standard for the benefit of various communities of interest.ec6744fe-3001-47ca-9812-291e39574d6a1.3Andre CussonStratML Portal Developerhttp://xml.gov/stratml/index.htm#CussonPerformerXSLT Form Developerhttp://xml.gov/stratml/index.htm#FormsPerformerSylvia WebbSchema Development SupportProvided a schema development tools and expertise to support compilation of the schema for Part 1.Joe CarmelXForms Form Developerhttp://xml.gov/stratml/index.htm#FormsPerformerAtom Demonstration Developerhttp://xml.gov/stratml/index.htm#CarmelPerformerAJAX Index DeveloperJoe's StratML cataloging tool using AJAX indexes files by Internet domain, provides a count of StratML files and identifies those lacking sources as well as those whose URLs are incorrectly listed. http://www.xmldatasets.net/test/PerformerArt ColmanStratML File ConverterConverted hundreds of StratML files to conform to the final version of the schema for StratML Part 1. http://xml.gov/stratml/drybridge/index.htmPerformerAri KnausenbergerStratML Tag Cloud Developerhttp://xml.gov/stratml/index.htm#AriPerformerKeith MatthewStratML Editorial Portal Developerhttp://xml.gov/stratml/index.htm#XMLSimplicityPerformerShashi MuduniriStratML Search Service Developerhttp://xml.gov/stratml/index.htm#MarkLogicPerformerPooyan ZamanianStratML Portal DeveloperAvailable in Farsi and English. http://xml.gov/stratml/index.htm#Pooyan PerformerPradeep JainMS Word Quick Start Guide Drafterhttp://xml.gov/stratml/index.htm#ICTectPerformerVivian DeyMS Word Quick Start Guide Developerhttp://xml.gov/stratml/index.htm#ICTectPerformerKen HolmanStratML Stylesheet Developerhttp://xml.gov/stratml/index.htm#CranePerformerErick Mackay StratML Developer Supporthttp://xml.gov/stratml/index.htm#LiquidTechnologiesPerformerPriscilla WalmsleySchema Central Developerhttp://xml.gov/stratml/index.htm#DatypicPerformerAdam SchwartzStrategic Plan ConverterConverted a number of strategic plans to StratML format for inclusion in the prototypical collection compiled to demonstrate and prove that the elements of the schema capture the types of information commonly occurring in strategic plans.PerformerGraphics DeveloperCompiled a graphical depiction of the schema for Part 1.PerformerOwen AmburInfoPath Form Developerhttp://xml.gov/stratml/index.htm#FormsPerformerStrategic Plan ConverterConverting strategic plans from non-standard, non-machine-readable formats, like PDF, into open, standard, machine-readable StratML format. http://xml.gov/stratml/drybridge/index.htmPerformerStratML Search Service ProviderMaintaining a Google site-specific search capability for the StratML collection at http://xml.gov/stratml/index.htm#GooglePerformerKen SallGlossary Schema & Stylesheet DeveloperCompiled a schema and stylesheet for the StratML glossary.PerformerRonald ReckGlossary Schema & Stylesheet DeveloperCompiled a schema and stylesheet for the StratML glossary.PerformerBetty HarveySchema Development Supporthttp://xml.gov/stratml/history.htmPerformerChristopher MadenStylesheet Developerhttp://xml.gov/stratml/history.htmPerformerJim DisbrowAward NominatorSubmitted StratML as a nominee for the President's Save Award program. http://xml.gov/stratml/history.htmPerformerJohn ChickeringPerformance Plan/Report Task Group Memberhttp://xml.gov/stratml/history.htmPerformerJim St. ClairPerformance Plan/Report Task Group Memberhttp://xml.gov/stratml/history.htmPerformerOliver ReckliesVocabulary & Schema Reviewerhttp://xml.gov/stratml/20080312Recklies.pdfPerformerCarl FrappaoloArticle PublisherPublished an article referencing StratML in relation to the findability of information. See http://xml.gov/stratml/history.htm or, more specifically, http://www.takingaiim.com/2008/05/aiimqa-findab-1.html PerformerAmin HassamBusiness Case DeveloperServed a highly active and key role in helping to compile the business case for StratML.PerformerDavid WebberCAM Interactive DeveloperDeveloped a CAM interactive view of the schema for StratML Part 1. See http://xml.gov/stratml/history.htm and, more specifically, http://xml.gov/stratml/references/StratML-interactive.htmlPerformerEd ChasePDF Fillable Form DeveloperDeveloped a PDF Fillable form for StratML Part 1. See http://xml.gov/stratml/index.htm#Forms and, more specifically, http://xml.gov/stratml/forms/StrategicPlan.pdfPerformerLaurens van den OeverXopus Forms DeveloperDeveloped an Xopus form for StratML Part 1, in English and Spanish. See http://xml.gov/stratml/index.htm#Forms and, more specifically, http://xopus.com/Demo/stratmlPerformerAllyson UgarteSpanish TranslatorProvided assistance in translating to Spanish the English labels in Xopus' form.PerformerXBRL LiaisonServed as an expert liaison to the XBRL community.PerformerAlice MarshallArticle PublisherPublished an article on StratML. See http://xml.gov/stratml/index.htm#SeeAlso and, more specifically, http://www.examiner.com/technology-culture-in-washington-dc/owen-ambur-talks-about-the-work-of-the-stratml-committeePerformerKC MorrisValidation Service ProviderProvided a validation service for StratML Part 1 files. See http://xml.gov/stratml/index.htm#NISTservicePerformerC. M. Sperberg-McQueenBlack Mesa Technologies LLCURL CheckerMichael identified a group of URLs for StratML files that were generating 404 errors so that the broken links could be fixed.PerformerXForms TrainerMichael used StratML files as real-world examples in XForm training that he conducted.PerformerBeneficiaryYuri E. Hohlov Chairman of the Board, Institute of the Information Society - Russia TranslatorTranslated the StratML Core from English to Russian and translated from Russian to English the Strategy for the Informational Society Development in the Russian Federation.Performer8c60e70d-55b5-4ee6-9db3-3a0e202179f2Tools, Applications & ServicesNumberDevelopment of prototypical tools, applications, and services.A couple dozen prototypical tools, applications, and services have been developed. They are documented and links are provided at http://xml.gov/stratml/index.htm#Forms & http://xml.gov/stratml/index.htm#Services.2012-01-26ISO StandardObtain approval and publication of Part 1 as an international (ISO) voluntary consensus standard, for potential use by all organizations worldwide.69df127a-641e-404e-a16e-4d4aa134664b1.4ISOPerformerBeneficiary8c60e70d-55b5-4ee6-9db3-3a0e202179f2ISO StandardPublicationPublication of Part 1 as an ISO standard.StratML Part 1 has been registered at ISO and assigned number ISO/NP 17469-1. Five nations -- Canada, South Africa, China, and Korea in addition to the U.S. -- have agreed to work on the international standard. Responses to comments on StratML Part 1 posted to the ISO/TC 171/SC 2 eCommittee by Betsy Fanning, May 8, 2012. 2012-05-08Performance Plans and ReportsSpecify and foster usage of an XML standard extending Part 1 to include the additional information commonly contained in performance plans and reports.67596d83-ed64-4e76-861d-d4db753df0e5Part 2ANSI/AIIM PublicationPublish Part 2, Performance Plans and Reports, as an American (ANSI/AIIM) national standard.2b14c12d-ac36-4872-87a5-793a1f87e9042.1ANSIPerformerBeneficiary8c60e70d-55b5-4ee6-9db3-3a0e202179f2Approval & Publication Publication of Part 2. Part 2 was approved and published as ANSI/AIIM 22:2011.2011-08-08fb567af3-1079-4063-84b8-75ac597fc7f0TeleconferencesNumberConduct regular teleconferences to receive input and discuss the additional elements to be included in Part 2.2011-01-012011-12-31The StratML Committee conducted eight teleconferences on the following dates: January 5, March 22, August 24, September 22, October 6, October 20, November 3 and December 1.82011-01-012011-12-31StratML Part 2 FilesConvert performance plans and reports into StratML format to demonstrate and prove the elements of the standard.111332cd-3e70-49cb-9c2f-90d60c3dddbf2.2PerformerBeneficiary0527aefb-9ee3-423d-acff-af0912441260Plans & Reports ConvertedNumberThirteen performance plans and reports have been converted to StratML Part 2 format and are available at http://xml.gov/stratml/index.htm#Part2.132012-01-26Nineteen performance plans and reports have been converted to StratML Part 2 format, an increase of 6 during 2012.192012-01-262012-12-04Tools, Applications & ServicesFoster the development of tools, applications, and services supporting and leveraging the StratML standard for the benefit of various communities of interest.3f84f98f-d313-40e0-84ca-ed5e45c27e072.3Andre CussonPortal DeveloperAndre has developed a StratML portal for both Part 1 & Part 2 files.PerformerBeneficiaryXSLT Form DeveloperAndre has developed an XSLT form for both Part 1 & Part 2.PerformerOwen AmburInfoPath Form DeveloperOwen has created InfoPath forms for Part 1 & Part 2.Carlos E. JimenezEng., MSc. Chair, IEEE Technology Management CouncilPerformerStratML Course DeveloperCarlos is developing a training course for StratML.PerformerMatt MacKenzieStratML Query Service DeveloperMatt quickly developed and and briefly hosted JSON/MongoDB-based StratML indexing/browsing/query service. See http://xml.gov/stratml/index.htm#UberityPerformerDuane NickullStratML Query Service DeveloperDuane worked with Matt MacKenzie on a JSON/MongoDB-based StratML indexing/browsing/query service. See http://xml.gov/stratml/index.htm#UberityPerformerIvan PedruzziSchema Development Tool SupportIvan made available the enterprise edition of Stylus Studio to support development of the schema for StratML Part 3.Jay FohsSr. Account ManagerJay is a Sr. Account Manager at MarkLogic.PerformerStratML Search Service DeveloperJay is working with Andy Obermayer to re-develop MarkLogic's StratML search service.PerformerAndy ObermayerTechnical Sales EngineerAndy is a Technical Sales Engineer at MarkLogicPerformerStratML Search Service DeveloperAndy Obermayer is re-developing MarkLogic's StratML search service.Allyson UgarteStratML Application PromoterAllyson met with the Executive Director of the non-profit Ballston Improvement District (BID) to understand their priorities for the BID's published strategic plan. They are interested in being able to track their performance and showing the progress being made relative to their high-level objectives, especially to their main stakeholder and oversight authority, the Arlington County Board of Supervisors. PerformerGeoffrey Morton-Haworth Yala DeveloperGeoffrey is developing a service called The Yala, "a platform for collaboration, designed to aid the emergence of collective intelligence." http://yalaworld.net/About/tabid/84/Default.aspx He has expressed intent to try to incorporate the StratML standard into his service.PerformerSylvia WebbCo-Founder of ChickdataChickdata's mission is provide software to create strategic plans and regulatory reports that can be shared, published, and accessed the across the globe.BeneficiaryCo-Developer of StartMLStartML is an acronym for Strategy And Regulatory Tax Management Launchpad. It is a software platform based on the ANSI AIIM Strategy Markup Language (StratML) standard created to ensure that all non-profit and for-profit companies can easily create strategic plans, and government agencies can publish strategic plans for public consumption in compliance with recent government-published standards.PerformerBeneficiaryPortia ThurmondCo-Founder of ChickdataBeneficiaryCo-Developer of StartMLPerformerBeneficiary0527aefb-9ee3-423d-acff-af0912441260Part 2 FormsNumber AvailableForms are readily available online for the creation and editing of StratML Part 2 files.An XSLT form and an InfoPath form are available.22012-01-28NIEM Implementation ProfileCreate an implementation profile for inclusion of StratML into a new Planning and Accountability domain in the National Information Exchange Model (NIEM). 999403c6-52a7-415d-b883-5689ad6071122.4Sylvia WebbTask LeaderPerformerAllson UgarteTask MemberAllyson is assisting Sylvia. Performere7bca1a5-8f43-4f31-9b90-ca8e33ebf3a3NIEM Implementation ProfileCreationCreation of an implementation profile to support incorporation of the StratML standard into NIEM.Sylvia Webb is leading a task group developing the NIEM profile.2012-12-31Sylvia & Allyson have created a spreadsheet tentatively mapping the elements of StratML to elements of NIEM. It is available at http://vision4standards.com/stratml-wip/Drafted2012-01-012012-12-31Additional ElementsSpecify and foster usage of an XML standard extending Parts 1 and 2 to include the additional information deemed to be worthy of consideration for inclusion in strategic and performance plans and reports.76de8a12-a272-464c-a62b-5dca4e6d0afePart 3GPRAMAInclude additional elements required to more fully address data requirements implicit in the GPRA Modernization Act (GPRAMA).c9851818-fbba-4b1d-b02c-1eb237a8174b3.1U.S. Federal AgenciesImplementationU.S. federal agencies are required by section 10 of the GPRAMA to publish their strategic and performance plans and reports in machine-readable format, like StratML.PerformerBeneficiary8c60e70d-55b5-4ee6-9db3-3a0e202179f2Performance.govUsageIncorporation of StratML into the Performance.gov site. 2012-01-012012-12-31Elements of the StratML standard have been documented in an entity relationship diagram depicting the elements of the Performance.gov site, as shown at http://xml.gov/stratml/omb/PDSERD20111206.pdf.2011-12-06The elements of StratML Part 3 have been mapped to the elements contained in OMB Circular A-11, which contains guidance to agencies on implementation of the Government Performance and Results Act (GPRAMA). That guidance notes that XML is a machine-readable format and, thus, may be used to comply with section 10 of GPRAMA. However, it also says that comma separated values (CSV) are machine-readable and may also be used. So it remains to be seen whether agencies will use the open, machine-readable StratML standard. TBD2012-01-012012-12-31Other ElementsIncorporate elements for geospatial referencing, strategic planning frameworks, categorizations, relationships, and/or other purposes.48b580d6-98d0-4cd0-bfd0-acf050a511ba3.2PerformerBeneficiaryfc255c40-7849-4bd3-b302-1e5cf03548f7Part 3 SchemaCommittee AprovalConsensus on additional elements to be included, such as those listed at http://xml.gov/stratml/index.htm#Part3.Consensus2012-01-012012-12-31Nearly 40 additional elements and attributes have been included in the draft schema for Part 3, and an InfoPath form has been developed as a reference implementation. An updated data dictionary has been generated for review by the Committee. However, the Committee has not reviewed or commented on it. So whether consensus can be achieved remains to be seen. TBD2012-01-012012-12-31ANSI/AIIM PublicationPublish Part 3, Additional Elements, as an American (ANSI/AIIM) national standard.dbb81711-4103-4488-adb8-028e5c331b053.3Performerfc255c40-7849-4bd3-b302-1e5cf03548f7Part 3 Standards DocumentCommittee ApprovalConsensus on the standards document within the StratML Committee.ConsensusA ballot was issued seeking consensus to publish Part 3 initially as an AIIM best practice, to be followed by publication as an ANSI/AIIM standard later. The results of the ballot have not yet been revealed, and based upon discussion on the Committee's November 16 teleconference, it is unclear whether consensus can be achieved on that point. Also, since AIIM failed to renew ownership of the stratml.net domain, it appears that it will be necessary to change the namespace for StratML Parts 1, 2 & 3. In any event, Part 3 cannot be finalized until that issue is resolved.TBD140219d9-485a-4df5-bdf5-c3df9ccf938aTeleconferencesNumberRegularly conduct teleconferences, as necessary, to receive input and feedback from Committee members on the elements and structure of StratML Part 3.2012-01-012012-12-31Nine Committee teleconferences were conducted in 2012, on January 12 & 26, February 9, March 1 & 15, May 10 & 31, August 9, and November 16.92012-01-012012-12-312012-01-012012-12-312012-12-29http://www.xml.gov/stratml/cusson/SMLC2011.xmlOwenAmburOwen.Ambur@verizon.net