Define Vision Statements

A vision statement is a short statement that describes what your organization wants to become sometime in the future.

Defining a vision statement helps align data results with the goals of the organization.

  1. Edit the scorecard for which you want to define a vision statement. See Open or Edit Scorecards.
  2. In the Scorecard Documents pane, click the Create Object button and then select Create Vision.

    The Document tab of the Vision tab is displayed. The illustration shows the New Vision tab.

  3. Enter and format the vision statement. You can apply such formatting options as bold, italic, underlining, indents, justification, and font size changes.
  4. Click the Details tab.
  5. Assign the business owner and specify related documents, as appropriate.
  6. Click Save to display the Save As dialog. In the Save As dialog, you can rename the vision statement rather than use the default name.