- 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
Strategy Map
- Overview - Flat and Complex Models
- Creating, Editing And Deleting Strategy Map Items
- Strategy Item Types
- Strategy Map Performance Target items
- Nesting measurable strategy map Items
- Strategic Contributions
- Normalising Strategic Contributions
- Flat Strategy Map
- Strategy Map Tags
- Overview
- Setting up data tags
- Attaching data tags to performance targets
- Reporting data tag
Overview - Flat and Complex Models
The strategy map, accessed from the button, pictorially describes the performance management framework of the organisation, i.e. what the organisation is trying to achieve. Although it is necessary if the organisation is going to create performance targets it can also be interrelated with the other two performance areas: action planning and assessments.
Note: Action plans do not need a strategy map or performance targets but performance targets do need a strategy map and should use action plans.
The map framework can be hierarchical, cascading from a single ‘Vision’ and broken down until measurable target objects or it can be described simply as a flat map with measurable ‘targets’ listed directly below it.
The advantage of the flat strategy map model is that it allows an organisation to set up performance targets quickly, does not require the existance of a strategy and also permits direct impact of each target's strategic contribution on the organisation's overall vision.
An organisation can assign different icons to targets to distinguish their major objectives if they are known (in the example below; community, environment, corporate). This will allow easier filtering in reports:
The organisation could then cut and paste in a more complex strategy at any time without affecting performance.
If the organisation already has a stategy in place then they can design a more complex strategy map. In the example below the map is based on an organisation's Corporate Plan - one of the objectives has been expanded to illustrate target items:
Both models, flat and complex, have one thing in common: they must at some point contain objects that are measurable. That is they must contain objects that can be linked to performance indicators to create timed performance targets that in turn have a strategic contribution (the amount of which is decided by the organisation) to the success of the organisation's vision.
In addition to these objects, all strategy map items can contain action plans that are the organisation's road maps for acheiving specfic performance targets but do not contribute quantitatively to the performance targets. These can be created in situ in the map or in the action planning module.
How the organisation sets up their strategy map, therefore, is up to them. It is not uncommon for an organisation to use their own existing Corporate Performance Plan as a template. Because the Escendency system requires SMART (Specific, Measurable, Attainable, Relevant, Timely) measurable targets to enable the performance plan to be measured it can thereby help streamline, and in some cases improve upon, an organisation's existing performance plan.