Strategy Map Module:
This quick video explains how to use the Strategy Map Module.

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Video Script:- Editing the Strategy Map.
The Strategy Map Module has the main Strategic Editing facilities as well as several Display features. In this first video we will cover the Editing.

Screen Areas:
At the top is the current Strategic Plan and to the right of this is the usual general message area.
This screen uses the Ribbon tab system and there are 9 tabs defined, as well as the usual Save Data, Text Zoom and Pop-up Help Information buttons.

The first 5 tabs are used for Strategy Map editing.
The top is the Header area which contains the Plan Name as well as the Vision/Mission Statements.
Under the header is the actual Strategy Map itself which is a row-aligned flowchart.
The row headers are normally called Perspectives and the row contents are the Objectives, both names can be changed if required.

The Strategy Map also has special columns.
The First column has the row height edge markers, which allows you to change the row height.
The Second column has the perspective names and the remaining area is dedicated to the flow chart itself.

Tab Controls:
Vision/Mission Tab.
The aim here is to provide a complete Strategic Picture, which shows that the Objectives are aligned with the Statements.
In this tab you can control which Statements are visible by clicking on the toggle buttons.
You can also edit the Statements, Labels and document link if required by clicking on the [Show Edit Box] button.

Perspectives Tab.
This controls the row label as well as the number and locations of the rows.
You can also define a row as a comment or Information-Only row, for example you might wish to include author details.
When this is done the info “i” letter is displayed in the first column and the Perspective text color changes.

Objectives Tab.
This allows you to add or change Objectives.
To add a new Objective, simply click on any Perspective row in the map and begin typing. Your text is entered into the ribbon text box and is changed in the map at the same time.
To change an Objective, just click on it and change the text in the edit box.
You can also use your mouse to drag an Objective to either the same or another row on the map.
You make the Objective wider, drag the border left or right by first positioning the mouse just inside the box.
There are also simple controls that allow you to change the box style.

The Statements tab.
This allows you to enter in the third generation Strategy Map Statements.
There is one statement for the Perspective which is called “Purpose”, and two for each Objective called “Destination” and “Description”.
In here you type text that says why or how you defined this text and also any expectations or goals that may be relevant.
The Statement names can be changed in the Options Module.
The Arrow tab.
This allows you to draw arrow lines between the Objectives.
Please note: - The arrows are defined by their end point objectives.
- To define an arrow you need to click on the source and then the destination objectives.
- Once the end points are defined then you can click Draw or Delete as required, or perhaps change the arrow style.
  - A good short cut is to left click on the source Objective and then right-click on the destination cell,
  - this will automatically define the arrows and switch the ribbon tab into Draw Arrow mode.


Displaying Associated data in the Strategy Map Module:

Screen Areas:
This screen uses the Ribbon tab system, there are 9 tabs defined as well as the usual Text Zoom and Pop-up Help buttons.

The last 4 tabs, which are covered in this tutorial, are used for displaying, exporting and printing.

Please note that the Strategy Map can be used to define “Comment rows”, in which case the “i" letter is shown in the first column and the row text contained is not an Objective.
The First column also has the row height edge markers, which allows you to change the row heights.

Tab Pages:
The Display tab allows you to show a variety of relevant data.
At the left of the ribbon are a series of toggle buttons which control the type of data displayed. These have options shown in a control box on the right.

Strategy Map Button:
This button displays the normal Strategy Map.

Display the Objectives Gauges:
These show the average of all Numeric scores for each Objective which in turn may be averaged from the Initiatives and Monthly Grids.
You can also display a grid showing the Objective Grid rows that relate to each clicked-on Objective.
Combining these two displays provides a valuable picture of each Objective status, with the average in the Map and the cause below.

Display the Strategy Map Statements:
When this mode is active the statements are displayed as you mouse over the Strategy Map.
Mouse-over the Perspective shows the Purpose.
Mouse-over the Objective shows the Destination statement when the cursor is over the left half of the Objective box and the Description statement when over the right half.

Display Strategic Chains:
When this is enabled every objective is colored gray out and the software follows the arrows from the Selected Objective. Only the arrows and objectives that are result of the selected Objective are highlighted.
This is very useful to demonstrate a cause and effect or contribution relationship.

Screen or Grid Resizing:
The whole screen can be resized by dragging the handle at the bottom right corner. Plus the right and bottom edges can also be re-sized.
When the auxiliary grid is displayed, the splitter bar provides grid resizing.

Other Strategy Map Buttons:
The remaining buttons hide the actual Map and display auxiliary data in a normal grid format.

The first of these is the Hints area which provides basic assistance with constructing a Strategy Map.

The Next is the Balanced Scorecard List-Based column data.
This shows all list items that have been defined in the Scorecard Module. The control box has a drop-down list that allows different display combinations.

Below this is a button that displays all the statements defined in the Vision/Mission Module. Again the control box has a drop-down list that allows different display combinations.

The Print or Save data tab has numerous facilities for exporting the data.
Some special facilities are the File Write-Over toggle button that allows you to automatically overwrite existing files as well as the Export to Grid which is available for exporting the Auxiliary Grids.

The FileName tab allows you to quickly and easily set the destination filename and folder for your exports.

The Owner Logo tab allows you to add the Owner Logo into the Strategy Map.
This is an important facility for improving your corporate image and you can move the Logo around the screen or else remove it.
There is also the facility to create a footnote on the Strategic Plan.

Summary:
The Strategy Map module is a special purpose row-aligned flowchart which is intended to provide a complete Strategic Picture.
It provides extensive additional display facilities such as the Objective WYSIWYG, the Strategic Chain highlight plus the various Auxiliary Grid displays.

Thankyou for watching this video demonstration.