Creating Strategy Trees

You can create a strategy tree for the entire scorecard or for a specific objective as follows:

• In Edit mode, you can create and save a strategy tree for an entire scorecard and for specific objectives.

• In View mode, you can create a temporary, read-only strategy tree only for specific objectives. You cannot save the strategy tree.

  See "Using the Edit and View Modes in the Scorecard Editor" for additional information about the Edit and View modes.

To create a strategy tree:

1. If you want to:

   • Create and save a strategy tree for an entire scorecard or for a specific objective, edit the scorecard in which you want to create the strategy tree. See "Opening or Editing Scorecards" for additional information.

   • Create but not save a temporary, read-only strategy tree only for a specific objective, open the scorecard. See "Opening or Editing Scorecards" for additional information.

2. To create a strategy tree for:

   • The entire scorecard (the root objective), in the "Scorecard Documents pane," click the New Object toolbar button and select Create Strategy Tree.

   • For a specific objective, in the "Strategy pane," right-click the objective and then select View Strategy Tree.

   The "Strategy Tree tab: Diagram tab" is displayed, showing the objective and its supporting child objectives and KPIs hierarchically in a diagram.

3. In a strategy tree diagram, to:

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

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

   • Expand or collapse a node, click the plus (+) or minus (-) icon beneath the node.

   • Zoom in and out of the diagram, use the toolbar buttons on the "Scorecard editor: Strategy Tree tab."

   • Work with comments:

     • Hover the mouse pointer over the Comment button in the upper-right corner of a node to display the "Status window," where you can read the comments that were previously added, add another comment, or reply to a comment.

     • Click the Options button on the right side of the node to which you want to add a comment and select Add Comment from the "Node Options Menu." The "New Comment dialog" is displayed, where you can add a comment or read any comments that were previously added.

     See "About Comments" and "Working with Comments" for additional information.

   • Work with status overrides on nodes for which you are the business owner:

     • Hover the mouse over the red asterisk (if available) in a node to display the "Status window," where you can view the overrides that were previously applied or apply another override.

     • Click the Options button on the right side of the node to which you want to apply the status override and select Override Status from the "Node Options Menu." The "Status Override dialog" is displayed, where you apply another override or view any overrides that were previously applied.

     See "About Status Overrides" and "Working with Status Overrides" for additional information.

   • Change the type of diagram to a strategy contribution wheel diagram, right-click in the background outside the tree and select View as Wheel Diagram or click the Wheel Diagram Type toolbar button in the "Scorecard editor: Strategy Tree tab."

4. In a strategy contribution wheel diagram, to:

   • Display information specific to a node (such as the weight assigned to it in its parent's assessment rule), hover the mouse over the node.

   • Display options that allow you to work with a node, right-click the node to display the "Node Options Menu." For example, you can change the focus of the wheel using the Focus on Node and Focus up to Node options.

   • Change the focus of the wheel down to a descendant, double-click the descendant node.

   • Zoom in and out of the diagram or set properties for the strategy tree, use the toolbar buttons on the "Scorecard editor: Strategy Tree tab."

   • Drill to the next level or collapse a level, hover the mouse over the concentric rings on the outer border of the wheel and click the Drill to next level or Collapse Level triangle.

   • Expand or collapse a node or group of nodes that appear as slivers (that is, appear very thin) in the diagram, click the Expand Section triangle or the Collapse Section triangle that displays when you hover over it. You can expand only slivers in the second concentric circle around the center and farther out.

   • Work with comments (if any), click the Comment button in 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 white dashed line around the border of 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" for additional information.

   • Change the type of diagram to a strategy tree diagram, right-click in the background outside the wheel and select View as Tree Diagram or click the Tree Diagram Type toolbar button in the "Scorecard editor: Strategy Tree tab."

5. To set properties that control the appearance of the diagrams, click the Properties toolbar button on the "Scorecard editor: Strategy Tree tab."

   The "Strategy Tree View Properties dialog" is displayed.

6. Specify the property settings to achieve the desired appearance, and then click OK.

7. Click the "Strategy Tree tab: Details tab."

8. Specify a description, assign the business owner, and specify related documents, as appropriate. (By default, the business owner is the creator of the scorecard.)

9. Click Save to display the "Save As dialog." In the Save As dialog, you can rename the strategy tree rather than use the default name.