Executive Booklet

In this section:

The Executive Booklet provides summary views of the enterprise strategy, with critical details provided on breakout pages. These views enable you to examine relationships between all objectives, perspectives, projects, and processes, in one location.

The views in the Executive Booklet, represented by links in the left pane, are as follows:

To run the Executive Booklet, click the dashboard icon Dashboard icon on the Today page. Click Content, select Analysis, and then click Executive Booklet.

You can also access the Executive Booklet in PDF or PowerPoint formats, which provide enterprise strategy views plus a view of the strategy map in one PDF or PowerPoint®. For more information, see Executive Briefing Booklet - PDF or Executive Briefing Booklet - PowerPoint.

Executive Briefing Booklet - PDF

The Executive Briefing Booklet in PDF format provides summary views of the enterprise strategy and a view of the strategy map formatted in a PDF report. This report includes a title page, and a table of contents that displays when the report opens. To access the Executive Briefing Booklet in PDF format, click the dashboard icon Dashboard icon on the Today page. Click Content, select Analysis, and then click Executive Briefing Booklet - PDF.

The views in the PDF version of the Executive Briefing Booklet are represented by the following links in the table of contents:

There are no drill-down options available in the PDF version of the Executive Briefing Booklet.

Executive Briefing Booklet - PowerPoint

The Executive Briefing Booklet in PowerPoint format provides summary views of the enterprise strategy and a view of the strategy map formatted in a PowerPoint report. To access the Executive Briefing Booklet in PowerPoint format, click the dashboard icon Dashboard icon on the Today page. Click Content, select Analysis, and then click Executive Briefing Booklet - PPT.

The PowerPoint version of the Executive Briefing Booklet is presented as a slide show that you view by clicking the interface to see each of the following views:

There are no drill-down options available in the PowerPoint version of the Executive Briefing Booklet.

Strategy Relationships

When you first run the Executive Booklet, the default view is Strategy Relationships. It shows the relationships between the measures and objectives for every perspective in a particular scorecard. An example of this is shown in the following image.

Strategy Relationships view

Strategy Relationships displays hyperlinked metrics in each of its columns. To display related data for a perspective, click a Perspective hyperlink and select the desired option. For a list of the available drill-down options, see Perspective Drill-Down Options. To probe deeper into the metrics listed in the Objective, Caused By, and Affects columns, click a hyperlink and select the desired option. For more information, see Objective Drill-Down Options.

To display Strategy Relationships, click the dashboard icon Dashboard icon on the Today page. Click Content, select Analysis, and then click Strategy Relationships.

Objectives Summary

If you click Objectives Summary in the left section of the Executive Booklet, the Scorecard Objectives Summary opens, as shown in the following image. It displays descriptions for each objective, within each perspective, for a scorecard.

Objectives Summary view

The Objectives Summary displays hyperlinked metrics in the Perspective and Objective columns.

To display related data for a perspective, click a Perspective hyperlink and select the desired option. For more information, see Perspective Drill-Down Options.

To probe deeper into the metrics listed in the Objective column, click a hyperlink and select the desired option. For more information, see Objective Drill-Down Options.

Objectives Performance

If you click Objectives Performance in the left section of the Executive Booklet, the Objectives Performance view opens, as shown in the following image. It provides a graphical view of all the objectives for each and every perspective in a scorecard.

Objectives Performance

There are no drill-down options available from the Objectives Performance view.

To display Objectives Performance, click the dashboard icon Dashboard icon on the Today page. Click Content, select Analysis, and then click Objectives Performance.

Projects

If you click Projects in the left section of the Executive Booklet, the Projects - Objectives view opens, as shown in the following image. It provides a detailed description of each project and related objective, including the associated start and end dates.

Projects view

The Projects - Objectives view displays hyperlinked metrics in the Project and Objective columns.

To display related data for a project, click a Project hyperlink and select the desired option. For more information, see Project Drill-Down Options.

To probe deeper into the metrics listed in the Objective column, click a hyperlink and select the desired option. For more information, see Objective Drill-Down Options.

Processes

If you click Processes in the left section of the Executive Booklet, the Processes - Objectives view opens, as shown in the following image. It provides a detailed description of each process and related objective.

Process view

The Scorecard Processes view displays hyperlinked metrics in the Process and Objective columns.

To display related data for a process, click a Process hyperlink and select the desired option. For more information, see Process Drill-Down Options.

To probe deeper into the metrics listed in the Objective column, click a hyperlink and select the desired option. For more information, see Objective Drill-Down Options.


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