Using the Strategy Report

Use the Strategy Report to review the objectives, measure targets, initiatives and owners for elements on the Strategy map. A separate report is generated for each Strategy map.

  To open the Strategy report:

  1. On the Browser View, select Reports, and then Strategy.

    The following information is displayed:

    • Objectives column displays separate sections for each strategic objective on the map, for each perspective, grouped by strategic theme.

    • Measures column displays all measures on the scorecard for each strategic objective.

    • Targets column displays the current target value.

    • Initiatives column displays all initiatives for each measure.

    • Owners column displays the owners for each measure

    • Specified due date and percentage completed for each initiative.

    • Employees associated with each initiative.

  2. To view the corresponding Strategy map, select Show Strategy Map.

  3. To change the data displayed, select Edit, then Customize, and apply any of these options:

    • Strategy objective—Display the strategy objectives that are associated with the Cause and Effect map

    • Measure—Display associated measures

    • Measure target—Display the target values of associated measures

    • Initiative—Display initiatives attached to the map or elements on the map

    • Initiative owner—Display the employee responsible for initiatives.