Linking Projects and Processes to Objectives in the Strategy Map
You can link projects and processes to objectives using
the PMF Strategy Map, which displays all of the objectives for a
selected scorecard. Since objectives represent goals, linking projects
and processes to your goals is a valuable analytical process.
If a project is linked to an objective, the Strategy Map displays
a Project icon
above the objective.
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Procedure: How to Link Projects and Processes to Objectives in the Strategy Map
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On the
Strategy tab, to display all of the objectives for a scorecard in
the right pane, select the desired scorecard using the drop-down
list above Perspectives.
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Expand
either the Projects or Processes tree.
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Click
a desired project or process. It appears in the upper left corner
of the Strategy Map.
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Click
the objective you want linked to the desired project or process.
The halo around the objective changes to green to indicate the project
or process.
The following image shows the Customer claims down objective
linked to the Warehouse Reorganization project.
To unlink any objective
already linked with a project or process, click that objective. The
halo changes to the background color to indicate that the project
or process is no longer linked.
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Click Save to
save the Strategy Map.
Refresh the contents of the map to see the Project icon for
the objective.
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To display
the objectives currently linked with your project or process, go
to the Analytics tab, run the Executive Booklet, and click the Projects or Processes link.
For more information, see Performance Management Framework User.