Pathways Implementation 
Pathways are an extension of themes, with the addition of the dimension of time. Pathways 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 apply targets for desired performance to directly visualize how well the organization is progressing towards realizing its vision.
A pathway is a descriptive statement representing a major component of a strategy, as articulated at the highest level in the vision. Pathways are most often drawn from an organization’s internal processes or the customer value proposition, but may also be drawn from key financial goals. The key is that pathways represent vertically linked groupings of objectives across several scorecard perspectives (at a minimum, Customer and Internal perspectives). Pathways are often stated as catchy phrases that are easy for the organization to remember and internalize. For example, Know Our Customers, or Reach Our Customers, or World-Class Customer Service.
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 Pathways option on the Set Strategy Defaults screen of the Strategy section.
You can do the following to set pathways:
Select a context from the Context drop-down list to work with pathways for this context.
Create at least three pathways using the New link and selecting the objectives to associate with each pathway. 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.
If you create fewer than three pathways, they will be unavailable in the application.
Publish or unpublish pathways by selecting or deselecting Publish all pathways.
When you develop pathways, publish them, and save your changes, users with access to the Strategy component can then view the pathways in the Pathways subtab of the Strategy component in the application.
As a user with Create/Edit Strategy permission, you can see unpublished pathways in the Pathways subtab of the Strategy component.
Specify a pathway peak date for each pathway. The peak of each pathway is charted according to its peak date along the horizontal timeline. Use the Pathway Peak Date drop-down lists to specify the peak date. You can review the peak dates defined for the pathways in the Peak Dates list.
Choose whether to display a plan line on the current date in the pathway diagram using Display plan line (current date). This line appears the first time a user clicks on a pathway.
If you implement the plan line, it appears on the pathway diagram at the current date. If you also have a Goal Diagram set up for the Goal Diagram 1 tab in the Strategy component, then the Plan line label is a link. When the user clicks the Plan link, the user is sent to the Goal Diagram 1 subtab in the Strategy component.
Choose whether to display an actual line that identifies the actual progress in terms of where you are in the pathway diagram. You add an actual line by selecting Display actual line and then select a month and year from the drop-down lists that represent the actual progress location in the pathway diagram.
If you implement the actual line, it appears on the pathway diagram at the actual date, rather than the current date. This line appears the first time a user clicks on a pathway. The actual line is colored red if you are currently working on a pathway that is behind plan, black if the actual line is directly on target with the plan line, and green if the actual line is ahead of plan. Users can click the Actual link and go to the Context Details page of the Scorecard component.
For example, assume pathway 1 starts on January 2007, pathway 2 starts on January 2008, and pathway 3 starts on January 2009. The plan date (current date) is December, 2007. If you were on target, you would specify today's date (December, 2007) and the actual line would be just before pathway 2. If you had a slower progress, you would specify a date prior to today's date. For example, if you are developmentally only at pathway 1, you would specify an actual date of January 2007. The actual line would be drawn in red at pathway 1 at January 2007, and the plan line would be drawn at the current date of December 2007, which is just before pathway 2. If you are developmentally ahead, you would specify a date further out than today's date. For example, if you are already at pathway 2, you would specify a date of January 2008. The actual line would be drawn in green at January 2008, and the plan line would be drawn at the current date of December 2007, which is just before pathway 2.
Edit a pathway selected in the Pathways list.
Rename a pathway selected in the Pathways list by clicking Rename.
Delete a pathway selected in the Pathways list by clicking Delete.
Note
If you want to remove the Pathways subtab from the Strategy component or switch from pathways to themes, use the options on the Set Strategy Defaults page in the Strategy section. For more information, see Strategy Defaults.
To set up pathways, choose Set Themes or Pathways from the Strategy section.