Objective Details

Use

Use the Objective Details view to review details about an objective. The Objective Details view shows how an objective's status color is determined.

An objective is an indicator of a perspective that describes a specific, measurable component of the vision and mission of the organization. Objectives represent critical, actionable, and measurable components of a desired state within the context of perspectives.

Objectives appear in all tabs of the strategy management application. The Objective Details view in the Scorecard tab provides complete information about the selected objective.

Features

The Objective Details view has the following features:

  • The table shows the underlying KPIs associated with this objective. This table shows the status indicator colors of the KPIs that are used to determine the status indicator color of the objective.

    Some KPIs may be weighted more or less than others depending on their importance. If they are not weighted equally, then their weights appear in parentheses. Each KPI is a link to the KPI Details view.

    For more information, see KPI Details.

    For information about the columns that appear in the table, see Format Selections.

  • You can review the calculation method used on the KPI index values to calculate the objective's score.

  • The colored dial shows the range of acceptable and unacceptable colors. There may be three or five colors depending on how your strategy management administrator set up the application. The colored dial points to the current status color of the objective. This color is also represented numerically as the objective's score.

    The color of the status indicator represents the performance of this objective based on the performance of its underlying KPIs. Each associated KPI's score determines the status of the objective. How the KPI statuses are indexed, calculated, and weighted for the objective determines the objective's status.

    When an objective is associated with KPIs but still does not display a status indicator, it means the objective has null or missing data. The scorecard administrator can control whether to display a status indicator in this situation and which color to display.

  • The status indicator color is determined by converting the Score value of each associated KPI to the appropriate Index Value on the objective's colored dial. Index Values are processed with the calculation method (for example, they are averaged), and the resulting score of the objective is matched to the relevant color on the color dial.

    For more information, see Indexed Scoring vs. Absolute Scoring.

  • You can see the description and owner of the objective.

  • You can filter the objectives.

    For more information, see Filters.

  • You can display an associated link in a new browser window. The link can display materials that support the index KPI.

  • You can view comments about this objective or any other item.

    For more information, see Reviewing Comments and Replies.

  • If you have been given permission to add comments, you can add comments or replies. If you do not see an Add link in the screen, it means you do not have the ability to create comments. Comments help to facilitate collaboration and the sharing of best practices throughout the organization.

    For more information, see Adding, Editing, and Removing Comments.

  • You can display this objective's initiatives in the Initiatives tab by clicking Associated Initiatives. Initiatives allow you to keep track of the milestones that are planned to reach a defined target. You can apply initiatives to perspectives or objectives.

  • You can see the subjective assessment status indicator and comment provided by the owner of this objective if your strategy management administrator implemented this feature.

  • You can add a subjective assessment of an objective you own if your strategy management administrator implemented this feature.

  • You can see the cause and effect relationship this objective has on other objectives by clicking the Related Objectives tab.

Activities

To display the Objective Details view, select the objective in any tab.

More Information

Standard Features of Most Tabs