Setting up Strategy Elements

To later modify elements, select them on the Object View, right-click, and select Edit from the shortcut menu.

To set up strategy elements:

Expand the Strategy Tree to access the element.
Click on the strategy element.
The Strategy Element Setup page is displayed.
If the element is beneath another element on the map, the name of the element is displayed inParent.
Enter the name of the strategy element and describe its purpose.
Click Select in Annotation Creators to choose the employees that can create annotations for the element.
Click Select in Owners to identify the employee that owns the element.
Click Select in Accountability Elements to identify the business area responsible for the strategy element.
From Primary Perspective, select the perspective with which to align the element.
To group the element using another perspective, click Select in Secondary Perspective.
For example the SO for High Customer Satisfaction could also be aligned with the Financial perspective because high satisfaction leads to a wider client base and number of sales.
Optional:Group elements by a Strategic Theme if you defined themes when you created a framework.
Optional: 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.

Perform any of these tasks:

Select the Ranges tab to specify the scores that reflect different levels of performance. These ranges are used on the scorecard of the strategy element. SeeDefining Ranges .

Select the Scorecard tab to create a scorecard that monitors the performance of the element. See Creating Scorecards.

Tip:

If the element has a scorecard, you can apply a scorecard template to add common measures and scorecards to the scorecard. This frees you from having to open the existing scorecard and applying the template yourself. To apply a scorecard template, right-click the element and select Set Template.