Assign Weights to Child Objectives, Initiatives and KPIs

You assign weights to the child objectives, initiatives, and KPIs of an objective or initiative to indicate how much it affects the performance of its parent objective.

To assign weights to child objectives, initiatives, and KPIs, the Assessment Rule for the parent objective or initiative must be set to Weighted.

See Understand Initiative or Objective Performance Assessment.

1. Edit the scorecard that contains the parent objective or initiative of the objectives, initiatives, and KPIs to which you want to assign weights.
2. Double-click the objective in the in the Strategy pane or the initiative in the Initiatives pane.
3. In the Objectives & KPIs or Initiatives and KPIs watchlist of the Analytics pane, enter a weight for each child objective, initiative, or KPI.

   For example, assign the following objectives to the four child objectives of the root objective of the scorecard:

   • Improve Financial Results: 50%

   • Enhance Customer Satisfaction: 25%

   • Streamline Operations: 15%

   • Increase Empl Effectiveness: 10%

4. Click Save.