What Are Strategy Trees?

A strategy tree shows an objective and its supporting child objectives and KPIs hierarchically. It also provides supporting information for the objective, such as business owner and related documents.

A strategy tree lets you easily explore and navigate:

The strategy for an entire scorecard (that is, the root objective) for example, ABC Corporation
The strategy for an individual objective, for example, Decrease Support Turnaround.

There are two types of diagrams for a strategy tree:

Strategy tree diagram. See "Understanding a Strategy Tree Diagram" for additional information.
Strategy contribution wheel diagram. See "Understanding a Strategy Contribution Wheel Diagram" for additional information.

See "Creating Strategy Trees" for additional information on creating a strategy tree.

Understanding a Strategy Tree Diagram

You use a strategy tree diagram to view an objective and its supporting child objectives and KPIs hierarchically in a tree diagram. It contains the following components:

The tree diagram — Consists of nodes that represent an objective and its supporting objectives and KPIs. Each node 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.
The bird's eye view — Provides an overhead view of the tree diagram.

Figure 12-15 shows an example of a strategy tree diagram for the Eden Inc scorecard.

Figure 12-14 Example of a Strategy Tree Diagram

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Understanding a Strategy Contribution Wheel Diagram

You use a strategy contribution wheel diagram to hierarchically view an objective and its supporting child objectives and KPIs in a circular diagram called a strategy contribution wheel diagram. The strategy contribution wheel diagram makes it easy to see the contribution (or impact) a specific objective or KPI has on a parent objective. It contains the following components:

Strategy contribution wheel — Consists of a center circle (or focus node) that represents the starting objective of the diagram. It is surrounded by concentric circles that are divided into sectors. Each sector is a node that represents a child objective or KPI.

The size of a sector is determined by the weight assigned to the represented objective or KPI in its parent's weighted assessment rule. See "Assigning Weights to Child Objectives, Initiatives and KPIs" for additional information on assigning weights. If the parent has no weighted assessment rule, then the child sectors of a parent are all the same size.
Information pane — Displays the following information about the current node:
- The status icon and either the score (for an objective) or the actual values and variance percentage (for a KPI)
- The status of its children
- The weight assigned to it in its parent's weighted assessment rule
Focus trail — Consists of a group of small circles that represent the node in the center of the strategy contribution wheel and any of its ancestors that are included in the diagram. Each circle displays the status color of its corresponding node.

Figure 12-15 shows an example of a strategy contribution wheel diagram for the Improve Financial Results objective. The Reduce Cost subordinate objective is highlighted.

Figure 12-15 Example of a Strategy Contribution Wheel Diagram

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