Strategy Defaults

Use

You set strategy defaults to specify which aspects of a strategy you want to use in the Strategy tab.

Prerequisites

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

The strategy management administrator or scorecard administrator has created perspectives, objectives, and KPIs. For 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 Start of the navigation path Context Management Next navigation step Manage Strategies End of the navigation path is unavailable to you, it means you do not have the correct permissions.

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

Features

You can do the following to set strategy defaults.

Select a context from the Context list to work with strategy defaults for a context.
Create, edit, reorder, publish, and unpublish goal diagrams. The first diagram must be a goal diagram, but the other two diagrams can represent any type of diagram, such as a process or a corporate scorecard. For this discussion, the term goal diagram refers to any diagram in any of the three Strategy Goal Diagram tabs in the strategy management application.

For more information, see Goal Diagram Implementation.
Rename a goal diagram in the Goal Diagram text box.
Change the order that goal diagram tabs appear in the Strategy tab using Change Order.
Review the Publish Date column to see if a goal diagram has been published, the date it was published, or if it is not published.
Specify if you want to display a Strategy Themes tab or Strategy Pathways tab in the strategy management application.

Note
You can switch between a themes implementation, pathways implementation, or no implementation. If you set up one implementation, then switch to the other implementation, and then return to the original implementation, the items from the original implementation are retained and you do not need to redefine them.
Specify if you want to display a Strategy Cause and Effect tab in the strategy management application.
Provide a vision, vision description, and associated links to appear in the Goal Diagram.

Enter a phrase that summarizes the midterm to long-term direction of the organization and how the organization wants or intends to be perceived by the world. The statement is external (market-oriented), and stated in visionary, colorful terms.

For example, the vision title “Provide the top financial services” can be used with the vision description “Become the respected leader in financial services with a focus on end-to-end customer relationships and satisfaction, resulting in optimized balance sheets for our partners”.
Define mission, mission description, and associated links to appear in the goal diagram and also the Context Details page of the Scorecard tab if you are using a scored context.

Enter a phrase that summarizes an internally focused statement geared toward results - financial, process, or customer service-oriented - sought by the organization over the midterm to long-term. The Mission is a statement that describes, in motivating and memorable terms, the top-level targets of the organization. Mission statements focus on the financial, process, or customer service aspects sought by the organization.

For example, this mission title “Double revenues” can be used with this mission description “To double revenues in three years through operations excellence, driven by an intense customer focus”.

Activities

To set strategy defaults, choose Start of the navigation path Context Management Next navigation step Manage Strategies Strategy Defaults End of the navigation path .

To specify that you want to display a Strategy Themes tab, choose Display Themes. Then use Context Management Manage Strategies Themes to develop the themes. For information about themes, see Themes Implementation.

To omit the Themes tab, select Do Not Display.
To specify that you want to display a Strategy Pathways tab, choose Display Pathways. Then use Context Management Manage Strategies Pathways to develop the pathways. For information about pathways, see Pathways Implementation.

To omit the Pathways tab, select Do Not Display.
To specify that you want to display a Strategy Cause and Effect tab, choose Display Cause and Effect. Then use Context Management Manage Strategies Cause and Effect to develop the Cause and Effect diagram. For information about the Cause and Effect diagram, see Cause and Effect Implementation.

To omit the Cause and Effect diagram, select Do Not Display.