Creating a New Scorecard

In this section:

How to:

You can create a new scorecard using the New Scorecard Wizard or by cascading from a parent scorecard. The New Scorecard Wizard quickly sets up all of the basic records you need to create a scorecard, including the scorecard record, the four standard Kaplan/Norton perspectives, and the desired objectives.

Procedure: How to Create a New Scorecard Using the Scorecard Wizard

  1. In the Author page, click the Scorecards panel button.
  2. Click the Wizard button.

    The Scorecard Wizard panel opens, as shown in the following image.

    Scorecard Wizard panel
  3. Complete the fields in the panel, as described in the following table.

    Field

    Description

    Scorecard Name

    Type a name for your new Scorecard. The maximum number of characters is 50.

    Scorecard Type

    Select Performance or Risk.

    Parent Scorecard

    If the Scorecard should be cascaded from a parent, select the desired parent scorecard. All scorecards that you have access to are shown in the drop-down menu.

    Owner

    Select the user ID of the owner of the scorecard. By default, your owner ID is used.

    Objectives

    Select the shape to use for Objectives in the Strategy Map. Choose Oval, Rectangle, Rounded Rectangle, Wide Oval, Wide Rectangle, or Wide Rounded Rectangle.

    Risks

    Select the shape to use for Risks in the Strategy Map. Choose Oval, Rectangle, Rounded Rectangle, Wide Oval, Wide Rectangle, or Wide Rounded Rectangle.

    Mission Statement

    Optionally, type text to describe the fundamental purpose of the new scorecard. This information is displayed in the Strategy Map and in some views.

  4. Click Next.
  5. Select the Use default Perspectives check box or type a value in each of the four Perspective fields.

    Note: You can click Previous at any time before the Finish step to go back and make changes.

  6. Click Next.

    The next panel, used to add objectives, opens, as shown in the following image.

    Scorecard Wizard panel
  7. For each new objective that you want to add, select an objective category from the drop-down menu (to the right of Objective 1), and double-click the desired item in the objective selection box, which is located below the objective category drop-down menu.

    You can also do any of the following:

    • Replace an objective that was already selected. Highlight an item in the objective selection box and click the left-pointing arrow to the right of the existing objective.
    • Manually add an objective name. Click the Add Objective button and type the name of the desired objective in the blank objective field. Note that when you do this, you will have to also manually type a name for the associated measure.
    • Remove the last objective. Click the Remove last Objective button.
  8. Click Next to review all of the corresponding measures for the objectives you selected on the previous page.
  9. If you have no further changes, click Finish. Otherwise, click Previous.

    When you click Finish, a summary page is displayed for the new scorecard you just created. You can click Go to card to view the new scorecard or click Another new to create another new scorecard.

Your new scorecard is now set up and ready to use.

For more information about editing a scorecard created by the Scorecard Wizard, see Editing, Deleting, and Creating Scorecards. For example, you can add a mission statement to the scorecard or select the shape for displaying objectives on the Strategy Map.

Scorecard Cascading and Copying

How to:

You can organize scorecards in a hierarchical linkage called a cascade. Cascaded scorecards enable you to drill up and down through the various scorecards set up for your organization, which allows users to view scorecards both higher up and lower down in the hierarchy of the organization. There is almost an infinite number of ways to combine scorecard cascading with data security in PMF. You can customize cascading to permit individual users to view specific metrics from other organizational scorecards, in addition to their own scorecards.

Typically, you cascade scorecards along an organization org chart or company/departmental structure. For example, if your company is in manufacturing, you might create a scorecard cascade, such as the example that appears in the following image. In this example, the parent is the Corporate card, with children representing Support, Sales, Production, and other departments.

organizational chart scorecard

You can add, change, or delete the parent child relationship between any two scorecards by changing the properties from the child scorecard panel. After you set up a parent child relationship between two scorecards, you can begin to drill back and forth between them.

You can create a new child scorecard by making an exact copy of an existing (parent) scorecard and the two will be automatically cascaded. You can then modify the copied (child) scorecard, changing perspectives, objectives, themes, and metrics, without affecting the parent.

In both read-only and read or write Strategy Maps, if a scorecard has a parent and one or more child scorecards, you can use the Strategy Map to navigate to the parent using a link, and the child or children using a menu.

If a scorecard has a parent and one or more child scorecards, you can use the Card drop-down menu to navigate between the parent and children or between the children, as shown in the following image. This capability is available on the Today and Author pages.

Card drop-down menu

Procedure: How to Create and Copy a New Scorecard by Cascading

  1. Click the Scorecards panel button and then click the New button.
  2. Complete the fields in the New Scorecard panel, as described in the following table.

    Field

    Description

    Scorecard Name

    Type a name for the new scorecard. The maximum number of characters is 50.

    Scorecard Type

    Choose from Performance or Risk.

    Parent Scorecard

    Select a parent scorecard from which the new scorecard will be cascaded. All scorecards appear in the drop-down menu. Scorecards to which you have access appear in the list.

    Owner

    Select an owner from the drop-down menu. The default is the owner name of the sign-in ID.

    Today Page

    Select the default Today Page for the new scorecard.

    Objectives

    Select the shape to use for Objectives in the Strategy Map. Choose Oval, Rectangle, Rounded Rectangle, Wide Oval, Wide Rectangle, or Wide Rounded Rectangle.

    Risks

    Select the shape to use for Risks in the Strategy Map. Choose Oval, Rectangle, Rounded Rectangle, Wide Oval, Wide Rectangle, or Wide Rounded Rectangle.

    Cascade Scorecard (check box)

    Select this option to copy all aspects of the parent scorecard, such as Perspectives and Objectives.

    Mission Statement

    Enter text that describes the focus or fundamental purpose of the new scorecard, if desired. This information is displayed in the PMF Strategy Map and on views.

  3. After you have entered your data in the fields of the New Scorecard panel, click Save.
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