Show TOC

Function documentationThemes Implementation Locate this document in the navigation structure

 

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. Themes are most often drawn from an organization's internal processes or the customer value proposition, but may also be drawn from key financial goals. Themes represent vertically linked groupings of objectives across several perspectives (at a minimum, Customer and Internal). Themes are often stated as catchy phrases that are easy for the organization to remember and internalize. Examples: Know Our Customers, Reach Our Customers, World-Class Customer Service.

Prerequisites

Someone with Create/Edit Contexts permissions has created a context. For more information, see Context Development.

Someone with Create/Edit Objectives permissions has created perspectives and objectives. For more information, see Perspective and Objective Library Development.

You are an administrator or a user assigned to an application group with Create/Edit Strategy permissions. If Strategy is unavailable to you, it means you do not have the correct permissions.

You have selected the Display Themes option on the Set Strategy Defaults screen of the Strategy section.

Features

You can do the following to set themes:

  • Select a context from the Context drop-down list to work with themes for this context.

  • Create up to 12 themes using the New link and selecting the objectives to associate with each theme. The Objectives list shows all the objectives selected for this context. If different objectives were assigned to the strategy versus the scorecard during objective selection, then this list shows only the objectives picked for the strategy.

    For information about selecting objectives for the context, see Objective Selection.

  • Publish or unpublish themes by selecting or deselecting Publish all themes.

    When you develop themes, publish them, and save your changes, users with access to the Strategy component can then view the themes in the Themes subtab of the Strategy component in the application.

    As a user with Create/Edit Strategy permission, you can see unpublished themes in the Themes subtab of the Strategy component.

  • Edit a theme selected in the Themes list.

  • Rename a theme selected in the Themes list by clicking Rename.

  • Delete a theme selected the theme in the Themes list by clicking Delete.

Note Note

If you want to remove the Themes subtab from the Strategy component or switch from themes to pathways, use the options on the Set Strategy Defaults page in the Strategy section. For more information, see Strategy Defaults.

End of the note.

Activities

To set up themes, choose Set Themes or Pathways from the Strategy section.