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The Strategy component helps provide the often missing motivational aspect of strategy. Consisting of pathways or themes toward objectives, process and goal diagrams, and cause and effect relationships between objectives, the Strategy component makes the strategic plan become more than just a static impenetrable document by providing 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 achieve its vision and mission. The task of setting up a strategy is not dependent on a dimensional model or model connection, so you can start developing your strategy immediately, and work with it over time. You can make the Strategy component available to users in the application long before the data associated with the perspectives and objectives is available. This process starts the motivation among the user community before they are able to start managing by their goal diagram.

Use the Strategy section of the Administrator to develop the Strategy component of the application.

Prerequisites

The task of setting up a strategy is not dependent on a dimensional model or model connection so you can start developing your strategy immediately and work with it over time.

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 access the Diagram Manager installed on your client machine to develop your goal diagrams. You can import existing graphics to increase familiarity and speed adoption, or use the Diagram Manager to 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 subtabs other than Goal Diagram 1, Goal Diagram 2, and Goal Diagram 3.

    If you define goal diagrams, they appear in the Goal Diagram subtabs in the Strategy component. Goal diagrams enable collaboration between different functional and strategic business groups. For more information, see Strategy Defaults and Diagram Manager.

  • 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 Cause and Effect subtab in the Strategy component. For information, see Cause and Effect Implementation.

  • You can implement themes or pathways for reaching objectives. When you choose themes or pathways, the Set Themes or Pathways window contains fields for defining either themes or pathways based on the option selected in this window. If you define themes or pathways, they appear in the Themes subtab or Pathways subtab in the Strategy component. For information, see Themes Implementation or Pathways Implementation.