Strategy Map tab: Diagram tab

Use this tab of the "Scorecard editor: Strategy Map tab" to create a diagram that shows how objectives that have been defined for a scorecard and the KPIs that measure their progress are aligned by perspectives. It also shows cause and effect relationships between objectives.

For more information, see:

• "What Are Strategy Maps?"

• "Creating Strategy Maps"

Components

Diagram

Use this area to drag and drop objectives and KPIs to show how they are aligned by perspectives.

Each node (that is, the representation of an objective or KPI) on the diagram shows the status of the objective or KPI by displaying the icon and color that represents the assessment range. A KPI node also displays the actual value of the KPI and the percent variance from the target.

If a cause and effect relationship exists between two objectives, a line connects the two objectives to indicate the relationship.

To:

• Display options that allow you to work with a node, click the Options button (on the right side of the node) to display the "Node Options Menu."

• Edit a causal linkage, right-click the linkage line and select Edit Causal Linkage. The "Causal Linkage dialog" is displayed.

• Delete a causal linkage, right-click the linkage line and select Delete Causal Linkage.

• Display additional performance data for the KPI, such as target value or variance, click the down arrow at the bottom center of the representation. To collapse this data, click the up arrow.

• Zoom in and out of the diagram or to add a cause and effect relationship between two objectives, use the toolbar buttons on the "Scorecard editor: Strategy Map tab."

• Work with comments (if any), click the Comment button in the upper-right corner of a node to display the "Status window," where you can read the comments that previously have been added, add another comment, or reply to a comment. See "About Comments" for additional information.

• Work with status overrides (if any), click the red asterisk in a node to display the "Status window," where you can view the overrides that previously have been applied or apply another override. See "About Status Overrides"or additional information.

Legend

Use the "Legend pane" to view the legend for the strategy map.