Scorecard templates enable you to evaluate performance across an organization or department using common, uniform criteria. For example, an organization with a head office in Europe, North America, and Australia may want to assess performance in these areas using common measures for risk factors and controls, and then other, functionally—specific, measures. To gauge the performance in Europe, North America and Australia using common criteria, create a scorecard template that contains risk factors and control measures. Then attach the template to the lower-level scorecards associated with each head office. This would establish this scorecard composition:
Europe
Common measures inherited from template: Risk Factors and Controls
Office-specific measures: Currency Controls and Booked Rate
North America
Common measures from template: Risk Factors and Controls
Office-specific measures: Employee Turnover and Run Rate
Australia
Common measures from template: Risk Factors and Controls
Office-specific measures: Sales Programs and Execution
See Creating Scorecard Templates.
Lock scorecard templates to prevent others from adding to, or changing, the components scorecards inherit from a scorecard template.
Perform these steps to directly assign scorecard templates to strategy and accountability element scorecards from maps:
From the Object View, select the map on which the element resides.
Right-click the element.
Select Set Template.