Adding Themes to a Strategy Map
Themes indicate high-level attributes of your strategy.
Many organizations initially build their strategies by stating their
major themes (for example, consistently high market share or world-class
customer service) and then creating objectives representative of
If you are using themes, they are displayed as color keys on
the PMF Strategy Map. While you are editing a strategy in the Strategy
Map, you can assign themes to objectives using paint-like actions.
Themes are located as the bottom element in the scorecard tree.
Procedure: How to Add Themes to a Strategy Map
Author tab, click the Themes panel button
to expand the list of themes.
a theme, for example, Best Practices, to see
the Edit Theme form.
can also click New to create a new theme.
you are creating a new theme, select the desired scorecard from
the Scorecard drop-down menu. For existing themes, the Scorecard
name cannot be edited.
Theme Name field, type a name for the theme.
Description field, type a description.
the Color field, select a color. The Color field displays the numbers
representing the RGB (red, green, and blue) for the color you choose.
Owner field, select an owner from the drop-down menu.
the Save button near the top of the Edit Theme
the Strategy subtab to go to the Strategy Map.
the Refresh Contents
at the upper-right corner of the Strategy Map.
The Strategy Map refreshes updating colors, trends, and
active status indicators. You may notice some or all of the following:
- The background
color for an objective is the same as the indicator color for that
- Up and down
arrows represent the trends.
- A Project icon
indicates that projects are aligned with the objective below it.
If you click the indicator, you can drill down to more project data
including schedule and budget status, project impact data, and project-related
- A red metric icon
indicates that a measure below the objective is lower than the desired
threshold, which is a sign of poor performance. If you click the
icon, you can quickly drill to a view of the underachieving measure.
- A feedback icon
indicates that feedback has been recorded for an objective or measure
below it. If you hover the mouse over the icon, the most recent feedback
is displayed. If you click the icon, you can drill down to a view
where you can read and edit the feedback.
the themes and colors you selected, expand the Themes tree
in the Strategy Map, which is shown in the following image. A new
theme, Consistently high market share, was created for the purpose
of this example.
the new theme, Consistently high market share.
It appears in the upper-left corner of the Strategy Map.
Click an objective representative of the theme, such as Customer
returns down. A halo of the applicable color appears around
Click Save to
save the Strategy Map.
go back into the Strategy Map at any time and change the strategy. When
you change your Strategy Map, the views change to reflect your changes.
Your Strategy Map controls how everything in PMF is linked together.