Create Strategy Maps

A strategy map shows how the objectives that have been defined for a scorecard and the KPIs that measure their progress are aligned by perspectives.

Strategy maps help users see how actual results compare with objectives.

1. Edit the scorecard in which you want to create the strategy map.
2. In the Scorecard Documents pane, click the New Object button and select Create Strategy Map.
3. In the Diagram tab, build the map as follows:
   • Add objectives and KPIs that measure their progress by dragging them from the Strategy pane and dropping them in the diagram as follows:

     • If the objective or KPI is aligned with a specific perspective, then drop it anywhere in the diagram. It is displayed automatically in the section for the perspective to which the objective or KPI is associated.

       You align an objective or KPI with a perspective when you create (or edit) the objective or KPI.

     • If the objective or KPI is not associated with a perspective, then you drop it in the section for the perspective to which the objective or KPI is to be associated. This does not permanently assign the perspective to this objective or KPI.

   • (optional) Add the direct cause and effect objects for the selected node (that is, the representation of an objective or KPI) to the diagram by right-clicking and selecting Add Related Strategy Nodes.
   • Add cause and effect relationships, as needed.

     • To add a cause and effect relationship, click the Draw A Casual Linkage Between Two Objectives button on the Strategy Map tab toolbar, select one of the nodes, and then select the second node. A line connecting the nodes is displayed.

     • To delete a node from the map, right-click the node and select Remove From Diagram.

4. To:
   • Display options that enable you to work with a node, click the Options button (on the right side of the node) to display the Node Options Menu.
   • Edit a causal linkage, right-click the linkage line and select Edit Causal Linkage. The Causal Linkage dialog is displayed.
   • Delete a causal linkage, right-click the linkage line and select Delete Causal Linkage.
   • Display additional performance data for the KPI, such as target value or variance, click the down arrow at the bottom center of the representation. To collapse this data, click the up arrow.
   • Zoom in and out of the diagram, use the toolbar buttons on the Scorecard editor: Strategy Map tab.
   • Work with comments:

     • Hover the mouse pointer over the Comment button in the upper-right corner of a node to display the Status window, where you can read the comments that were previously added, add another comment, or reply to a comment.

     • Click the Options button on the right side of the node to which you want to add a comment and select Add Comment from the Node Options Menu. The New Comment dialog is displayed, where you can add a comment or read any comments that were previously added.

   • Work with status overrides on nodes for which you are the business owner:

     • Hover the mouse over the red asterisk (if available) in a node to display the Status window, where you can view the overrides that were previously applied or apply another override.

     • Click the Options button on the right side of the node to which you want to apply the status override and select Override Status from the Node Options Menu. The Status Override dialog is displayed, where you apply another override or view any overrides that were previously applied.

5. Click the Details tab of the Strategy Map tab.
6. Specify a description, assign the business owner, and specify related documents, as appropriate. (By default, the business owner is the creator of the scorecard.)
7. Click Save to display the Save As dialog. In the Save As dialog, you can rename the strategy map rather than use the default name.