Creating Accountability Elements

This topic describes how to create and arrange map elements that represent the reporting structure of your organization.

Tip:

To later modify the element, expand the map folder, select the element, right-click and select Edit from the shortcut menu.

  To set up accountability elements:

  1. Expand the list of business areas in the map folder and click on each element.

    If the element is beneath another map element (is a child), the name of the parent element is displayed.

  2. Enter this information:

    • Mission—Goal or purpose of the business area

    • Vision—The future goal or purpose of the business area

    • Differentiator—Features that distinguish the element from similar areas in competitor organizations

  3. Click Select in Strategy Elements Owned and identify the strategy elements for which the business area is responsible.

  4. Click Select in Owners to choose the employees that are responsible for the business area.

  5. Click Select in Members to choose the employees that are part of the business area.

  6. Click Select in Annotation Creators to choose the employees that can create annotations for the business area.

  7. If you will create a scorecard for the element that uses dimensional measures, click Select in Dimensional Context to select the dimensions and members to use in scorecard calculations.

  8. Perform any task:

    • To place the primary scorecard for the element in a category, or to use dimensional measures on the element's scorecard, select the Miscellaneous tab. See Additional Options.

    • To specify the scores that reflect different levels of performance, select Ranges. These ranges are used on the scorecard for the element. See Defining Ranges.

    • To create a scorecard to monitor the performance of the element, select Scorecard. See Creating Scorecards.

      Tip:

      If the element already has a scorecard, you can apply a scorecard template to add common measures and scorecards to the scorecard. This means you need not open the scorecard to apply the template. To apply a template, right-click the element, then select Set Template.

  9. Save your work.

The Accountability map and elements display in the Accountability Maps folder on the Object and Browser Views.