- 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 Performance Target Items
Performance targets are defined by performance indicators and attached to measurable items in the strategy map. Without the strategy map you cannot have performance targets in the Escendency system. Similarly, without active performance targets attached to the strategy map and without contributions set (see Strategic Contributions on the next page) you cannot report on target performance progress.
Although performance targets are typically associated with items in the strategy map labeled as targets, they don't have to be. Any strategy map object if checked as measurable can have any number of performance targets associated with it.
For detailed steps for creating performance targets in the strategy map see performance target help but basically the following is required at a minimum:
- A user;
- A post in the organisation chart the user is assigned to;
- A performance indicator;
- A strategy map item that is checked as measurable;
The target set up is then initiated in the strategy map by right clicking on a measurable map item:
The performance indicator can be created from the wizard directly by clicking the new button or from selecting from a dropdown list of previously created indicators.
Escendency recommends labeling the strategy map target item, performance target and indicator similarly to avoid confusion but with the target name also containing the duration and target value. In the example above the strategy map item and the indicator is called "NI 188: Adapting to Climate Change". The target could be called "NI 188: Adapting to Climate Change - 100% (2008/9)".
For a full description on setting up performance targets see Creating performance targets. However, it is recommended that administrators have a clear understanding of setting up Performance indicators first.
Nesting measurable strategy map Items
It is possible to nest measurable strategy map items: A performance target might depend on seveal other targets, e.g. a target of increasing the SAP of Council homes by 10% could comprise subordinate targets of increasing the number of energy efficient boiler installations, loft installations, increase the domestic use of solar panels, wind turbines etc:
- Key
-
- Primary Aim
- Secondary Aim
- Primary Objective
- Secondary Objective
- Primary Target
- Secondary Target
However, to avoid confusion in performance target graphs, the nested measurable items should not have any contribution weighting. It is their completion alone that will satisfy the parent's status.
Note: the contribution declares how important the item is to the organisation's top level objective relative to others at the same level. It is important to be aware that no matter how high you weight a particular map item its affect will be capped at the next level above it (one attraction of the flat strategy map model is that all targets impact directly the organisation's top level ) unless the contribution of its parent is also increased (normalised). Normalisation is the manual (automatic option pending issue JUDI 562) summing of each brunch up the tree. See Strategic Contributions module on the next page for more information.