Chapter 4: Attaching Tactical to Strategic Scorecards

After completing this lesson, you will be able to: Attach tactical scorecards to strategic scorecards. Display triggers and indicators on the strategic scorecard. Display Referenced scorecard data.

Attaching Tactical to Strategic Scorecards

Chapter 4 Exercise

Linking Scorecards
You have now created a strategic scorecard and a couple of tactical scorecards that support your strategy. In order to view your strategy with data values, you need to reference your tactical scorecards to view the organizational health or validate your objective links. Before linking tactical scorecards you need to know how they relate to the four perspectives. The KPIs in the Inventory Management.pmm are internal processes, so you would link the Inventory Management.pmm to the Internal Process objective in the strategy. Complete the following steps to open the Service Center scorecard: 1. Select the File|Open menu selection (or select the Open Scorecard button on the toolbar). 2. Select your previously saved Service Center.pmm created in chapter two. 3. Click Open to continue. Complete the following steps to attach a tactical scorecard to the strategic scorecard: 1. Right-mouse click on the Internal Process objective. 2. Choose Select Result from the right-mouse click menu:

3. Select the Referenced Scorecard File option. 4. Select the File button and choose the Inventory Management.pmm. 5. Select the Inventory Management result to reference.

Page 4-2

CorVu Corporation 2000

Chapter 4 Exercise

Attaching Tactical to Strategic Scorecards

Your display should look similar to the one shown below:

6. Double-click on the Select Period option from the check list and select January 1998. 7. Click on OK to continue. 8. Select the calculate button on the tool bar in order to display the score in the objective from the referenced scorecard result.

Displaying Color Levels

Color levels in the Strategic Scorecard is an option to display if a threshold level needs to be set up depending on the score of the Result or Referenced Result. The icons or individual icon(s) color, description, and score can also be changed. Complete the following steps to modify the color of the icons: 1. Right-mouse click in the Scorecard Pane. 2. Select Options. 3. Select the Icons tab. 4. Select the Background Color to be Coded. 5. Click OK to continue. Complete the following to modify the Font Color and Score Color: 1. Right-mouse click in the Scorecard Pane. 2. Select Options. 3. Select Auto for the default text description font color. 4. Select Auto for the default text score font color. 5. Click OK to continue.

CorVu Corporation 2000

4-3

Attaching Tactical to Strategic Scorecards

Chapter 4 Exercise

Now that the font color has been changed you will add triggers and indicators to the scorecard to display important information from the referenced tactical scorecards. Tip If the scores or the icon is not to be displayed, use the Suppress Scores or Suppress Icons in the Strategic Design Options tab from the Scorecard Pane Options menu. Note: Changing the Score Font Color to be Coded will not show the score on the button, since it will be the same color as the objective icon if color coded is select for the icon.

Triggers and Indicators

Triggers are shown in the Strategic Scorecard and the Tactical Scorecard to determine if the referenced result KPIs contain scores above or below set threshold levels. The Indicators are shown in the Strategic Scorecard to display if the referenced result score has increased or decreased from the previous period Complete the following to enable Triggers and Indicators in the scorecard: 1. Open the Tools menu and select Options. 2. Select Global.

3. Select the General Options tab. 4. Select the Enable Triggers option. 5. Change the Low Score from 0.00 to 3.33. 6. Change the High Score from 0.00 to 6.67. 7. Select the Enable Indicators option and click OK to continue. 8. Click the Save button on the scorecard toolbar to save the changes youve made to the scorecard. The triggers in the scorecard will display on the objective as a green checkmark
Page 4-4

or a red X

, both triggers will display at the same time

CorVu Corporation 2000

Chapter 4 Exercise

Attaching Tactical to Strategic Scorecards

if the referenced scorecard contains KPI measures in the low and high score threshold levels. The indicators will display as a green arrow or as a red arrow indicating the score from the previous period was lower or higher than the current period. The values of the triggers and indicators are displayed if you mouse over the indicator attached to the objective. Your Global Options dialog box should look similar to the one shown below:

Your scorecard should look similar to the display below:

When you mouse over the trigger, the high and low KPI scores of the referenced scorecard are displayed.

When you mouse over the indicator, the score will display the Current and Previous score.

CorVu Corporation 2000

4-5

Attaching Tactical to Strategic Scorecards

Chapter 4 Exercise

Displaying Referenced Scorecard Data

There are two ways to display the data from the referenced scorecard. Double click on the score displayed on the objective icon. Change the double-click icon event to Activate Reference, so you can double click anywhere on the icon and the referenced result will display. Complete the following steps to view the referenced scorecard: 1. Double-click on the score of 8.79 for January 1998 in the Internal Business Processes icon. The referenced scorecard will open in a separate scorecard window. 2. Select the Next icon on the vertical toolbar to view scores for other periods if necessary. 3. Close out the tactical scorecard display by selecting the lower right had close button. 4. Save your strategic scorecard by selecting the save button on the toolbar. Note: Since the score for the Internal Processes icon is referenced the scorecard will update as changes are made to the referenced scorecard as long as the scorecard remains in the same location. Your displays should look similar to the window shown below:

Page 4-6

CorVu Corporation 2000

Chapter 4 Exercise

Attaching Tactical to Strategic Scorecards

Quick Review: Attaching Tactical to Strategic Scorecards

Open the Strategic scorecard. Right-mouse click on the objective that the result is to be referenced. Choose the Select Result option. Select the Referenced Scorecard File option. Select the File button and choose the file to reference. Select the result to reference. Select a period if one has not been selected. Click on the Calculate button on the toolbar to update the score.

CONGRATULATIONS! You have completed this chapter lesson on attaching referenced scorecards to your strategic scorecard. Please continue to the exercise that follows to reinforce the concepts you just learned. In the next chapters you will learn about attaching drill objects to the tactical scorecards.

CorVu Corporation 2000

4-7

Attaching Tactical to Strategic Scorecards

Chapter 4 Exercise

Chapter 4 Exercise
In this exercise you will attach the Customer Service tactical scorecard to the Customer objective in the Service Center.pmm scorecard. When you are finished save the changes to your scorecard. Your scorecard should look like the display below for January 1998:

Page 4-8

CorVu Corporation 2000

Chapter 4 Exercise

Attaching Tactical to Strategic Scorecards

Scorecard Summary Steps: 1. Right-mouse click on the Customer objective icon. 2. Choose Select Result. 3. Reference your previously built Customer Service.pmm. 4. Select the Customer Service result to reference. 5. Double click in the scorecard pane and select the January 1998 period. 6. Select the calculate button on the scorecard toolbar to display the referenced scores.

CorVu Corporation 2000

4-9