Creating Objectives

Completing the Analytics Pane for Objectives or Initiatives

When you create an objective or initiative, you must specify the analytics for the objective or initiative by completing the "Analytics pane."

To complete the Analytics pane:

1. In the Perspective box, select the perspective with which the objective or initiative is to be aligned.

   
   

   Best Practice: Assign a perspective to each objective or initiative. This facilitates in the definition of causal linkages when building strategy maps.

   
   

2. In the Assessment Formula box, select the rule to be used to assess the overall performance of the initiative or objective. For example, select Worst case to specify that the status of the worst performing child KPI or objective is to be used.

3. (for an objective only) In the Indicator Type box, indicate whether the performance of the objective drives other objectives, or is affected by the performance of other objectives or other data or processes (for example, leading or lagging).

4. (for an initiative only) In the Priority box, select the priority that indicates the importance and urgency of an initiative.

5. (for an initiative only) Specify the start date, due date, and completion date.

6. In the Actions area, add any action links that you want to provide to users to let them take actions that are relevant for the status of the objective or initiative. See "Adding Actions to Initiatives and Objectives in Scorecards" for additional information. Also see "What Are Actions?" for additional information.

7. In the Objectives & KPIs or Initiatives & KPIs watchlist, add the KPIs to be used to measure the progress and performance of the objective or initiative. (See "Watchlists" for additional information on watchlists.)

   
   

   Note: If no KPIs have been defined, or if you want to define another KPI to meet your needs, then you can create the KPI from within the Scorecard editor. See "Creating KPIs" for additional information.

   
   
   
   

   Tip: You can modify the columns that are displayed in the Objectives & KPIs or Initiatives & KPIs watchlist. To do so, select View, then Show More Columns to display the "Show More Columns dialog," where you can add or remove columns.

   
   

   To add a KPI:

   1. Click Save. You must save the new objective or initiative before you can add a KPI.

   2. Click Objects in the Objectives & KPIs or Initiatives & KPIs watchlist and then select Add KPI. The "Select a KPI dialog" is displayed.

      
      

      Note: You can drag the KPI from the "Catalog pane for Scorecard" or from the "Scorecard Documents pane" (if the KPI has been saved to the current scorecard folder) and drop it in the watchlist. If you choose this method, the "Add KPI dialog" is displayed.

      
      

   3. Choose a KPI and click OK. The "Add KPI dialog" is displayed.

   4. If the KPI is dimensioned, then for each dimension, specify one or more values, select Use Variable and specify the variable, or select Use Point-of-View to use the value or values selected in the point of view area. See "About the Point of View Area" for additional information on the point of view area.

   5. In the Label field, enter the name to be displayed for the KPI in the "Strategy pane."

   6. Click OK.

   
   

   Note: A KPI that you have added to the Strategy pane or Initiatives pane obtains many of its properties from the base KPI as it was originally defined in the KPI editor. You can override some of the base KPI's properties to customize them for use within scorecard. The KPI properties that you can override are the label, description, and business owner. You can assign a perspective and an indicator type. You can also set dimension pinnings for dimensions that are left unpinned in the KPI definition. See "Working with KPI Details" for additional information on overriding KPI properties.