Balanced Scorecard Module:
This 15 minute video explains how to use the Balanced Scorecard Module.

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Video Script:- Displaying the Balanced Scorecard.

Screen Areas:
On the top line is the name of the currently selected Strategic Plan and to the right of this is the usual general message area.

On the right of the tabs there are 3 buttons:
Move the Organizational tree boundary left or right.
  - This allows you to use more of the screen for the Grid displays.
Zoom Text Size to increase or decrease the displayed text.
  - The zoom applies to the zone recently clicked on.
Pop-up Help Button.
  - Enables mouse-over Popup Help Messages.

Tab Pages:
Below this is the Main Screen which uses the tab control containing 5 tab pages.
Each tab has several ribbon groups - each containing a group of screen controls.

Tree Node Tab:
The first tab is the Tree Node which allows you to perform operations on the Organizational tree.
The Nodes Ribbon group has a slider bar that expands or collapses the tree nodes by their level.
Above this are buttons to display the averaged Objective Gauge values (if you are using Objective Gauges).

The next ribbon group is the Tree-Node Clipboard.
This allows you to duplicate nodes using the Copy and Paste buttons.

Next is the Add New Tree Node group.
You can select which kind of node to add.
Note that your own names for: Department, Unit and Employee, can be defined in either the New Plan Wizard or the Options Module.

The next is the Move Tree Node group.
In here you can move a node or branch around the tree.
If the selected node contains subordinate nodes then the entire tree branch will be moved.
When you make these changes to the tree node structure they are Saved Immediately.
Hence this is an serious event and should be only be done with extreme caution.

After this is the Delete Node button, which only applies to single nodes.

The last button is the Save Changes button.
This allows you to save changes to the name and other node details such as the role statement.

Display Scorecard Tab:
The second tab is the Display Scorecard Tab.
This displays the Balanced Scorecard for the currently selected tree node.
If the tree node is a container, such as an Organization, Region or Department, then the scorecard for all subordinate nodes are displayed.

It is important to note that in this system there are 3 major display concepts which take advantage of the numerous one-to-many relationships.

1. The Multi-Grid system is where every Objectives Grid row can have unlimited number of Initiative Grid rows, which in turn can have different numbers of monthly cells to be used in the two different types of monthly grids.

2. The Automatic Cell Merging provides a one-to-many relationship from left to right inside the grid.

3. The grids can be combined into the one large grid which allows you to have Initiative cells located inside the Objectives Grid.

When you combine the Objectives and Initiatives using the single grid display, the automatic cell merging improves the clarity and visibility whilst the grid filter allows you to hide some columns.

In the 2 grid mode you combine the Initiatives and Monthly grids to get a picture for any Objectives grid cell.
- When you click on a merged Objectives cell you get the aggregated subordinate grid for all the merged rows.
- When you click the Grid Header to sort by that column, the auto cell merge provides an aggregated display.
- When you export the grid to the Chart module, you can choose any column to aggregate on.

In the 3 grid mode you display the Monthly Grid rows for any Initiative grid cell
- If you click on a merged cell, you get the combined monthly rows for the merged Initiative Cell.
- If you click on the totals row, you get the combined monthly rows for all Initiatives.

The Display Scorecard tab has 5 functional tab control groups.
The first group simply displays the selected tree node.
The next group has a toolbar containing the four display mode icons: Single Grid display, 2 Grid Display, 3 Grid Display and Treeview display.
If the current tree node is a supervisor, there is also an option to include all the subordinate data.

The 3rd group has the Export facilities.
If using multi-grid mode then you export the grid that was last clicked on.
Note that when using the Chart facilities, there is no numeric data in the Objectives grid (by itself), so you need to export frrom single grid mode display to obtain aggregation using the Objective Grid columns cells.

The 4th group has a single button which launches the Column & Monthly Row Filter.
The Filter has three tabs – one for each display mode.
This allows you to show or hide columns in the Objectives and Initiatives grids as well as show or hide Monthly Grid Rows.
There are also some major display options such as showing totals, or hiding all the Initiatives Grid columns.

The 5th group contains the preview controls.
This facility allows you to preview the display which allows you to print multiple grids, or save the preview in several formats.
There are toggle buttons for landscape mode as well as forced page breaks when in multi grid mode.


Video Script 2:- Editing the Balanced Scorecard.

Edit Scorecard Tab:
The Edit Scorecard tab has 6 functional control groups.
The main screen contains the Objectives and Initiatives Grids.
Below this is the panel where all editing is done.

Please note our policy is that Grids are for display only.
Editing is never actually done inside the main display grids and we provide separate panels for editing.

Also note that regions and departments are viewed only as containers and hence their Scorecard is the aggregate of all their members.
Hence there is no direct editing of Scorecards for Regions and Departments.
This allows you free to perform instant restructuring or Objective re-allocation, should this be required.

The first control group shows the currently selected tree node.

The 2nd group allows you to add or delete Objective Grid rows. Note that you cannot delete an Objective before first deleting any Initiatives that have been defined.

The 3rd group allows you to re-allocate an Objective row to another person in the tree. This is an extremely powerful re-structuring facility and should only be used with care as the Objective row and all Initiatives will instantly be moved.

The 4th group allows you to Add or Delete Initiatives Grid rows.

The 5th group has an Export to Grid facility which works on the last clicked grid.

Performing the Grid Edits in the Bottom Panel:
When you click on a grid cell, the appropriate screen control is shown in the panel.

If the cell belongs to a list-based column then you are shown a drop-down list plus two buttons that allow you to change or add list items on-the-fly.
If the cell belongs to a free-text column, then a text editing box appears. If this is for a document link then a browse facility is available.
Please note that if you change a list item, then this changes every occurrence of this list item in the Strategic Plan.

In the Initiatives Grid there are more column styles available and these include both date-range and numeric columns.

Monthly grids are also available and there are two types of grids both of which can be used.

The Progress or Gantt grid has a variety of cell styles, whilst the Finance or Numeric Grid can have the monthly row totals displayed as cells inside the Initiatives grid.
The Progress grid can be setup differently for each Initiative whilst the Numeric grid is the same for all rows and is setup in the options Module.
Please note that in an effort to improve flexibility, the setup of each monthly grid can be different for each Initiative row.
The number of monthly columns is set using the Date Range cell plus there is the facility to mark months as Invalid.

The design of the monthly grids is based around a two stage concept such as Planned and Actual.
The Actual cells are not displayed if their month is not valid.

Hence the editing control icons for these monthly grids are shown as cells inside each Initiative Edit Grid row.
So you click on these grid cells to edit the monthly grids in the Panel.

Using Numeric Gauges:
Both the Objectives and Initiatives grids can also have a numeric gauge.
The Objectives gauge is averaged from the Initiatives grid, which in turn can be averaged from a row of the monthly grids.

Both the Organizational Tree plus the Strategy Map can show gauges that are averaged from the Objectives Grid Gauges.

Editing Scorecard List as a group:
The Scorecard list tab also has 6 functional control groups, while the main screen has a grid which shows the selected list.

When building actual Objective or Initiative grids you can edit the lists on-the-fly, in this screen you can Create and Edit the lists as a group.
The first two control groups have toggle buttons that allow you to select a list to work with.

The next is a text box for editing the text followed by buttons that control the editing facilities such as Add, Edit and Delete.

Note that if you edit the list text, then you change every occurrence of that text, also if a list item is currently used then it cannot be deleted.
If you need to find out where a list item is used, then this can be found Drill-Down Dashboard.

List Data Import Tab:
The Import facility allows you to import both Employees and Grid Column Lists.
It is highly flexible in that you can open the same list several times and easily make incremental imports.
It is inflexible in that the Import file needs to have a specific file structure and type.

When you first click on the Import tab it displays Excel links to example Import files, please use these files as examples of how your import data must be structured.
The file structure is Comma Separated Values (csv) and the employees file has several columns, whilst the Grid Column Lists simply have one entry per row.

The importing process allows you to repeatedly use the same files.
It shows you which entries have already been imported and you can import additional rows as required.

When importing into the Organizational Tree, click on each destination node and then apply the incremental import.
Repeat this process as required.

Summary:
The Balanced Scorecard module allows you to cascade your Strategy Map Objectives and choose these for an employee.
You can then define other concepts which are primarily focussed on how this Objective applies to this employee, what progress has been made, and what Activities are being performed.

The variable grid display modes with cell merging, allows you to quickly bring Initiatives and Monthly concepts into the main Objectives grid.
Hence the academic separation is maintained whilst the display can easily be combined and filtered.

It can also be used as an in-depth budgeting and costing mechanism with good adaptable facilities for comparing Actual against Planned (or Before against After).

Thankyou for watching this video demonstration.