- 1INTRODUCTION
- 2SETTING UP A NEW SYSTEM
- 2.1The Organisation Structure
- 2.2Users
- 2.2.1Creating, Editing and Deleting Users
- 2.2.2Supporting Data
- 2.2.2.1Access Levels and User Groups
- 2.2.2.2Reporting Group
- 2.3The Strategy Map
- 2.3.1Overview - Flat and Complex Models
- 2.3.2Creating, Editing And Deleting Strategy Map Items
- 2.3.3Strategy Item Types
- 2.3.4StrategyMap Performance Target items
- 2.3.5Strategic Contributions
- 2.3.5.1Normalising Strategic Contributions
- 2.3.5.2Flat Strategy Map
- 2.3.6 Strategy Map Tags
- 2.3.6.1Overview
- 2.3.6.2Setting up data tags
- 2.3.6.3Attaching data tags to performance targets
- 2.3.6.4Reporting data tags
- 2.4Performance Indicators
- 2.4.1Overview
- 2.4.2Performance Indicator List
- 2.4.3Creating, editing and deleting Performance Indicators
- 2.4.4Perspectives and Indicator Types
- 2.4.5Performance Indicators Set Up Considerations
- 2.4.6Supporting data
- 2.4.6.1Performance Indicator Categories
- 2.4.6.2Performance Indicator Types
- 2.4.6.3Scorecard Perspectives
- 2.4.6.3.1How to use Perspectives
- 2.4.6.4Scorecard Perspective Categories
- 2.4.6.4.1How to use Perspective Categories
- 2.4.6.4Units of Measure
- 2.4.6.5Time Intervals
- 2.5Equation Builder
- 2.5.1Creating, Editing, Deleting Equations
- 2.5.1.1Measurements
- 2.5.1.2Parameters
- 2.5.1.3Equations
- 2.5.1.4Example Equation
- 2.5.1.5Attaching Equations to Performance Indicators
- 2.5.1.6Using Performance Indicators in an Equation
- 2.5.1.7Equation measurement workflow
- 2.5.1Creating, Editing, Deleting Equations
- 3PERFORMANCE TARGETS
- 3.1Overview
- 3.2Rules Governing Performance Targets
- 3.3Target Setup: Add/View Targets
- 3.4Target Setup: Target Creation Wizard
- 3.5Entering Target Measurements, Validation and Reporting
- 3.6Editing target fields and related objects
- 3.6.1Edit target fields
- 3.6.2Edit target measurements
- 3.6.3Edit target comments
- 3.6.4Edit target delegation
- 3.7Add/View Responsibility
- 3.8Editing target value for more than one measurer
- 3.9Ending targets
- 3.10TargetExport and Import
- 3.11Exporting Target Data
- 3.12Importing Performance Data (from Measurement Entry window)
- 4ACTION PLANNING
- 5ASSESSMENTS
- 6THE CONTROL PANEL
- 6.1Header Buttons
- 6.2Control Panel tabs: Overview
- 6.3Control Panel display
- 6.4Control Panel tabs
- 6.4.1Dashboard Tab
- 6.4.2Task Tab
- 6.4.2.1Measurement Tasks
- 6.4.2.2Validation Tasks
- 6.4.2.3Action Plan Tasks
- 6.4.3.4Assessment Tasks
- 6.4.3.5Measurement Planner
- 6.4.3Performance Targets Tab
- 6.4.4Reports Tab
- 6.4.5Staff and All Users Tab
- 6.4.6Action Plan Tab
- 7REPORTS
- 8SYSTEM MAINTENANCE
- 9HELP AND SUPPORT
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 () 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 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:
Performance target is in upper quartile (good) | |
Performance target is in lower quartile (not good) | |
Performance measurement overdue | |
Performance measurement validation overdue | |
Report drill down option - available only on measurable items in the tree |
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 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:
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 () 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 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.