Create Strategy Trees

A strategy tree shows an objective and its supporting child objectives and KPIs hierarchically.

You can create a strategy tree for the entire scorecard or for a specific objective as follows:

• In Edit mode, you can create and save a strategy tree for an entire scorecard and for specific objectives.

• In View mode, you can create a temporary, read-only strategy tree only for specific objectives. You cannot save the strategy tree.

  See Use the Edit and View Modes in the Scorecard Editor.

1. If you want to:
   • Create and save a strategy tree for an entire scorecard or for a specific objective, edit the scorecard in which you want to create the strategy tree.
   • Create but not save a temporary, read-only strategy tree only for a specific objective, open the scorecard.
2. To create a strategy tree for:
   • The entire scorecard (the root objective), in the Scorecard Documents pane, click the New Object button and select Create Strategy Tree.
   • For a specific objective, in the Strategy pane, right-click the objective and then select View Strategy Tree.
   The Diagram tab of the Strategy Tree tab is displayed, showing the objective and its supporting child objectives and KPIs hierarchically in a diagram.
3. In a strategy tree diagram, 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.
   • Display additional performance data for a KPI, such as target value or variance, click the down arrow at the bottom center of the node. To collapse this data, click the up arrow.
   • Expand or collapse a node, click the plus (+) or minus (-) icon beneath the node.
   • Zoom in and out of the diagram, use the toolbar buttons on the Strategy Tree tab of the Scorecard editor.
   • 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.

4. To set properties that control the appearance of the diagrams, click the Properties button on the Strategy Tree tab of the Scorecard editor.
5. In the Strategy Tree View Properties dialog, specify the property settings to achieve the desired appearance, and then click OK.
6. Click the Details tab of the Strategy Tree tab.
7. Specify a description, assign the business owner, and specify related documents, as appropriate. (By default, the business owner is the creator of the scorecard.)
8. Click Save to display the Save As dialog. In the Save As dialog, you can rename the strategy tree rather than use the default name.