Balanced Scorecard Features and Organizational Tree WYSIWYG:
Features Benefits
The term WYSIWYG is a common computer acronym which stands for: 'What you see is what you get.' We are using this term to describe the concept that the Gauges in the Strategy Map and Organizational Tree can be used to display the status of the lower level Strategic Plan Components.
Using this concept requires that you design both your Objective and Initiative grids to contain the Gauge type column. The Gauge can be in various styles, as determined in the Options Module, and this can include a % value.
The Initiatives Grid Gauge can be averaged to drive the Objectives Grid Gauge. This averaging process provides the basis for a feedback loop into the Objectives System.
You can choose one row from the Monthly Grids to be averaged as the driver for the Initiatives Grid Gauge column. The Objectives Gauge can then reflect what is happening at the lower levels and this forms the basis of the Closed Loop Feedback into the Higher level Objectives System, which includes the Organizational Tree and the Strategy Map.
Balanced Scorecard Module:
Features Benefits
Regions, Departments and employees are displayed in a relational tree view. Shows the relationship between each tree node.
Allows nodes to be easily moved around or copied, thereby altering the organizational structure.
The Organizational tree can have Averaged Gauge values displayed in the tree against each item. Performance measurement can be seen individually and by Regions and Departments.
The gauge values can also be weighted.
Regions and Departments are viewed only as containers.
Their Strategic Properties are thus acquired as the sum of their members.
All employees have access to all Objectives.
Organizational Restructuring and Objective re-allocation becomes very easy.
The Balanced Scorecard data can be displayed in four possible layout configurations. These are One Grid, Two Grids, Three Grids and Tree View which provide the display variety needed.
The Balanced Scorecard grids use cell merging with column sorting. This provides a natural one-to-many relationship from left to right across the grid.
Complete grid column filtering is available. Allows you to change which grid columns are displayed.
Extensive Graph Charting Facilities are provided. Graphs for grid values, row and column totals can be plotted.
A Special Preview facility is now available. Grids can be displayed in the preview in different ways and also saved in various formats.
Column Lists can be managed in a grid environment. List Items can be added, changed or deleted when all other items can be seen in the grid.
CSV File Importing is available. Both the Organizational Tree and the Grid Column Lists can be imported.
Objectives Grid:
Features Benefits
The Strategy Map Objective cascades into the Objectives Grid First Column. The Objective Grid's job is to provide Strategic Alignment with the Strategy Map Objective by allocating personal responsibilities that are derived from these Objectives.
Additional user defined columns can be added. These include 6 Free-Text, 6 List-Based and a Speedometer style Gauge with a Numeric weighting. The Free-Text columns can also be used for Internet or Document links.
The List-Based columns can be cross referenced in the Drill-Down Cross-Reference Module.
The Objectives Grid has optional Column Sorting and Cell Merging. The cell merging displays a natural one-to-many relationship from left to right inside the grid which can be greatly enhanced by column sorting.
Each row of the Objectives Grid has a one-to-many relationship with the Initiatives Grid. When you click on an Objective all relevant Initiatives are shown for that Objective.
If you click on a merged Objectives Grid Cell then all Initiatives are displayed for that Merged Cell.
Clicking on a Grid cell changes it's color and it stays colored when the software focus is changed. You can see which cell was clicked.
If you click the same cell a second time, then the row is highlighted.
When editing the Grid, List-Based column cells can be added or changed "on-the-fly". Immediate changes to the Scorecard Lists can be made whilst the user focus is on the employee.
When editing the Grid, Any Objective can be re-allocated to another employee. When re-allocation is done all Objective, Initiaitve and Monthly Cells are instantly transferred to another employee.
As mentioned above Scorecard Lists can be managed as a whole and the Lists plus the Organizational Tree data can be imported. The Scorecard and Employee List Importing is very useful when starting up a new Balanced Scorecard.
Two Test Files are available: PeopleToImport.csv and KRA_Database.csv
Initiatives Grid:
Features Benefits
The Initiatives Grid is linked to the Objectives Grid row in a one-to-many relationship. Each Objectives Grid Row has multiple Initiatives.
It is traditional to have a Free-Text Column called Initiatives in the first column. You can rename this column if you want, but ownership of the monthly grids are taken from the first column name.
Additional user defined columns can be added. These include 3 Free-Text, 3 List-Based, 6 Numeric Budget Columns, a Date-Range and a Speedometer style Gauge. All except the Free-Text column can be cross-referenced in the Drill-Down Cross-Reference Module. Many users find it useful to incoroporate references to Accounting system Expense or Income Codes.
Two Monthly Grids can be linked to each Initiatives grid Row. The Row Totals from the Financial Monthly Grid can be displayed as Planned, Actual and Actual/Planned Columns The Initiatives Grid can be used for Monthly Financial Planning. The Planned rows form the budget and as the Months are passed the Actual rows track the performance relative to the budget.
It is important to understand that this data is entered by the Department or Section Managers. These people do not have access to the main company accounting system. However the data that they enter can be applied as an early check-reference to the accounting system.
Monthly Grids:
Features Benefits
Two Monthly Grids are possible for each Initiative. Each monthly column exists within the Date Range specified as a column in the Initiatives grid. You can choose from a Multi-function Gantt grid or a Financial/Numeric grid or both or none.
The Gantt grid is Multi-Function because it can contain Progress icons (such as the speedometer gauge), or pure text or numeric data. Every Initiatives Row can have a Gantt Grid and they can be totally different for each Initiative.
The Numeric or Financial Grid is normally used for Monthly Financial Planning but can be used for pure numerical numbers if required. You can choose from a Multi-function Gantt grid or a Financial/Numeric grid or both or none.
The Monthly Grids all have optional rows and the row names can be labelled as required to suit the actual Initiative purpose. Every Monthly Grid row can have different names and row usages if required. (The name length is restricted in V4 but can be longer in V5).
The Monthly Financial Grid focus is on Planned and Actual. However these names can be changed if required. Allows the budget to be completed and approved well ahead of time. As time passes and the actual months become valid the Actual/Planned values can be calculated and used to drive the Initiaive and Objective Gauge system.
The other Financial Grid focus is on Income and Expense. These names can also be changed if required. The Options Grid provides easy button based change bnetween the two modes which simply renames the rows and columns for you.
The Row Totals can be displayed as cells in the Initiatives Grid if required. These cells form a user-defined column in the Initiatives grid which shows a summary of the Finance/Numeric Grid Totals. This information is easily exported to a graph chart.