Strategy

Use

The Strategy is the motivational aspect of a scorecard. It consists of pathways or themes toward objectives, process and goal diagrams, and cause and effect relationships between objectives. The Strategy tab in the strategy management application provides a collaborative environment to visualize, discuss, and update goals.

Once you have created a context and set the perspectives and objectives for the context, you can set up your strategy, which defines the way your organization seeks to reach its vision and mission.

Use Context Management  Manage Strategy to develop the Strategy tab of the strategy management application.

Prerequisites

The strategy management administrator or context administrator has created a context. For more information, see Contexts.

The strategy management administrator or scorecard administrator has created perspectives, objectives, and KPIs. For more information, see Library.

The strategy management administrator or scorecard administrator has added perspectives, objectives, and KPIs to the context. For more information, see Scorecard Development.

You are a strategy management administrator or a strategy administrator (a user in a role with permission to create the strategy). If the Strategy section is unavailable to you, it means you do not have the correct permissions. For more information, see Roles in the Applications.

Your role has access to the Strategy tab so you can review the results of setting up the strategy.

Features

Strategy administration involves the following:

• You can set strategy defaults including defining the mission statement and vision statements, specifying whether to implement themes or pathways or neither, specifying whether to implement a cause and effect diagram or not, and implementing goal diagrams. For more information, see Strategy Defaults.

• You can create goal diagrams. You can import existing graphics to increase familiarity and speed adoption, or easily create new one-page visualizations. Adding scores for individual elements of the goal diagram converts the familiar visualization into a performance scorecard. You can include up to three scorecard images, and you can specify names for the Strategy  Goal Diagram subtabs where the goal diagrams appear.

  Goal diagrams enable collaboration between different functional and strategic business groups. For more information, see Strategy Defaults and Goal Diagram Implementation.

• You can implement a Cause and Effect diagram to depict cause-effect visualizations, which provide a better understanding of how overall goals can be achieved. The Cause and Effect diagram illustrates which objectives play primary, secondary, or tertiary roles in meeting other objectives. If you define cause and effect relationships between objectives, they appear in the Strategy  Cause and Effect tab. For information, see Cause and Effect Implementation.

• You can implement themes or pathways for reaching objectives. If you define themes or pathways, they appear in the Strategy  Themes subtab or Strategy  Pathways subtab. For more information, see Themes Implementation or Pathways Implementation.