Creating Strategy Trees

This topic describes how to build a Strategy Tree by creating and arranging boxes for strategy elements.

Note:

If you use domain-based authorization, new Strategy Trees do not display on the Object view. To place Strategy Trees in a domain, select Edit, then Set Domains.

  To create strategy elements:

  1. From the Object view, select Maps, and then Strategy Tree.

    The Map List is displayed.

  2. On the Map List, click Add

    An empty map opens in the Map Editor.

  3. Enter the name for the Strategy Tree in the Performance Scorecard toolbar.

  4. Optional: To place the map in a domain, select Edit, then Set Domain, then select the domain from the box that is displayed, and then click OK.

  5. Click the new box button, The file NewBox.gif displays the button you click to create and add map elements.. A box that represents the highest strategy level of is added to the map.

  6. Right-click the box and select Properties.

    The Element Properties box is displayed.

  7. In Element Name, enter the name of the strategy element, such as Reduce Costs.

  8. From Element Type select the element type, such as strategic objective.

    If you defined short names for strategy element types when you set up the framework, these names are used.

    The element is added to the Strategy Tree hierarchy in the Object View.

  9. Repeat this procedure to create boxes for each strategy element.

  10. Drag and drop elements to create the strategy structure.

  11. Define the properties of each strategy element. See Setting up Strategy Elements.