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Executive/Overview Reports: Corporate Performance Overview

The entire Corporate Performance Overview (CPO) is available to users with administrative privileges and is a comprehensive view of the organisation's entire performance management system. Relevant parts of the report can be accessed from performance gauges on a user's dashboard.

This report is used to view the current status of all parts of an organisation's strategy. Icons on the left show overall status for that part of the map while icons on the right alert to behind, overdue, and / or not assessed tasks within that node. The trend arrows on the right show whether performance is improving or falling. To access performance graphs, historic data, status reports, and organisation chart views for any part of the map click on the drill down (dark triangle) icon and select from the choices (mouseover them for explanation of each icon).

Note: Until year end rollover is completed, all statuses on this report reflect the last completed target. Year end rollover will remove all completed targets from this status report but they will be visible on the historic corporate performance overview by clicking on the CD bar graph icon after selecting the drill down option.

Figure 1 shows an example CPO report home page reached from the Corporate Performance Overview report link (the explanatory text in the report header has been removed for brevity).

The following figures on this page show stage by stage breakdown of example CPO reports with explanations. A complete first page of a report can be seen at example CPO report.

Figure 1: Example home page of a CPO report showing higher level strategy map items and their current status.

The icons and colours used in the CPO report follow the Escendency coding standard but not all the icons possible in this report are necessarily displayed in these examples nor would another system necessarily display all the icons that are shown here (for a complete list of status icons and report icons see icon keys and drill down icons in control panel help).

The green up arrows in figure 1 indicate the status has improved since the last measurement. An orange down arrow would indicate the status has declined since the last measurement.

Items with active performance targets will always show a status. Items do not need to be measurable in order to have a status: so long as they have measurable descendants, their status will be rolled up from their descendants.

Clicking on the 'Strategy Item' checkbox displays the strategy map icons next to the status icons and the stategy map item key at the base of the page (figure 2). Note: strategy map items, and the icons associated with them, are created by individual organisations so the display in figure 2 is an example only and not necessarily typical (see strategy map help and strategy item set up help).

Figure 2: Example CPO report showing strategy map items and strategy map key

Note: these items are organisation specific.

If the performance targets have been set up with lower and upper quartile values (see performance targets help) these can be displayed by clicking the 'Quartile Info' checkbox (figure 3). The tree will need to be expanded down to performance target level to view the quartile report icon (click on the '+' icon next to status icons until performance target level is reached).

Figure 3: Example of a CPO report with quartile information displayed for one performance target. Only performance targets with a lower and higher quartile value added during creation will display this icon

The icons in figure 3 not shown in the report key (in the actual report these icons are identified with mouseovers) are shown in table 1:

graph ascend Performance target is in upper quartile (good)
graph descend Performance target is in lower quartile (not good)
no measurement Performance measurement overdue
no checks Performance measurement validation overdue
dark triangle Report drill down option - available only on measurable items in the tree
Table 1: CPO report mouseover status and drill down icons - for a comprehensive list of these icons see icon key in control panel help.

The icons on the right of the performance target alert the user to overdue tasks.

Clicking on the 'Action Plans and Related Documents' checkbox will display additional information on the displayed performance targets (figure 4). See Action Plan help for information on the setup of Action plans. Note: in this case the action plan is associated with a performance target but action plans can be associated with any strategy map item (or none at all).

Figure 4: Example of a CPO report showing a performance target action plan icon with mouseover

Clicking on the action plan icon will display the action plan display (see figure 5).

Figure 5: Example of an Action Plan report accessed from the action plan icon on the CPO report

Clicking on the 'Contributions' icons (figure 6) will show the overall mission contribution value (cv) and relative contributions of each displayed item to its parent (ctp) and of each displayed item to the whole mission (ctm).

The + and - check boxes on the report expand / minimize the entire tree structure down to the lowest levels of the tree or to the top mission.

Figure 6: Example of a CPO report displaying relative contributions.

From figure 6 it can be see that contributions calculate up the system tree. For example, the performance target 2.1a 'Increase provision of housing through Registered Social Landlords' contributes 25% to its parent item 2.1 'To enable sufficient affordable homes to meet identified need' so its ctm=25.00%. Because its parent in turn contributes to 20% of the entire mission target 2.1a's contribution to the mission (ctm) is 5.00%, or 25/(100/20). In practice the contribution value, or contribution of the mission as a whole (cv) is set to unity.

Contributions can be weighted (see My Strategic Contributions help and Editing Strategy Map Items in Strategy Map help). Performance on an item weighted as relatively unimportant will have less effect on the corporate performance overview than performance on an item that is weighted as important. In the example in figure 6 the weighting of performance target 2.1a is 1 (it's contribution is split evenly between the total of 4 performance targets - they all have a ctp of 25.00%). However, if the weighting of 2.1a was 2 the system would calculate its ctp as 40% (the other sibling performance targets would be 20% each if their weighting remained unchanged)

There are a number of reports that can be accessed from the CPO report: Where the dark triangle icon is displayed next to a performance target, clicking on this reveals the report drill down options available (figure 7).

Figure 7: Example of a CPO report showing drill down option for performance target related reports

Click on the drill down icons in table 2 to see examples of the drill down reports:

Click for organisation view Organisation view of performance target
Click for performance progress report Performance progress report
Click for measurement progress at post level Measurement progress at post level
Click for Example Report Measurement progress at organisation level
Click for historic target values for this item Historic target values for this item
Click for performance indicator definition Performance indicator definition
Table 2: CPO drill down report icons Of particular use is the historic target report (figure 8):

All the previous targets, their value and status related to this particular measurable strategy map item can clearly be seen. Drill down to each target's performance graph is from the graph icon in the summary table.

The last (export) icon on the drill down list points to the performance measurement data export function that enables performance indicator values to be saved in one of several file formats (figure 9). This extends the reporting functionality of the system, for example by enabling custom comparisons of performance indicators in Excel charts. See Export Target help for more information.

Figure 9: Example of a performance target export dialog reached from the export report drill down icon on the CPO report.

Like all Escendency reports the CPO report can be exported so that a snap shot can be saved on file as and when required (to do this scroll to the bottom of the report and select the Export Report icon and follow the default). Because of the number of components in the report the file will be saved as a zip file. Users with Windows XP can use the default zipping utility to unzip the file while users of older machines will need a third party zip software.