Themes Implementation

Use

Use themes to describe a major component of a strategy, as articulated at the highest level in the vision. Themes depict the progressive stages in realizing an organization's long-term vision and provide an understanding of the phases in which particular objectives play primary roles. You can create themes from an organization's internal processes or the customer value proposition, and also from key financial goals. Themes represent vertically linked groupings of objectives across several perspectives. Themes are phrases that are easy for the organization to remember and internalize. Examples: Know Our Customers, Reach Our Customers, and World-Class Customer Service.

Use Context Management  Manage Strategies  Themes and Pathways to set up themes.

Prerequisites

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

• You are a strategy management administrator or the strategy administrator (a user assigned to a role with permission to create the strategy. If Context Management  Manage Strategies is unavailable to you, it means you do not have the correct permissions.

• You have selected the Display Themes option in Context Management  Manage Strategies  Strategy Defaults. For more information, see Strategy Defaults.

• To review the Themes diagram, you are assigned to a role with permission to see the Strategy tab in the strategy management application.

Features

You can do the following to set themes:

• Select a context to work with.

• Create up to 12 themes.

• Publish or unpublish themes using Publish All Themes.

  Strategy administrators can still see unpublished themes in Strategy  Themes.

• Edit a theme selected in the Themes list.

• Rename a selected theme selected using Rename.

• Delete a selected theme using Delete.

Activities

• To set up a Themes diagram, choose Context Management  Manage Strategies  Themes and Pathways.

• To create a theme, click New and enter a name for it. Then select the objectives, and enter a description, responsible user, add associated links, and save your changes.

• To remove the Themes diagram from the Strategy tab, select the Do Not Display option or Display Pathways option in Context Management  Manage Strategies  Strategy Defaults.