Strategy Maps allow organisations to drill down through Planning Hierarchy while seeing performance of individual nodes, actions and KPIs linked to the strategic plan. Furthermore, it provides the ability to view details of each node along with the filtering options on various dimensions. The essential goal of Strategy Map is to provide the user a bird’s eye view of the Planning Hierarchy with an enhanced user experience.
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II. Trend in terms of average KPI performance (based on Strategy Map Configurations).
Compare average performance values between last closed period and corresponding previous period and show arrow as per the standard business rules. If cannot compare numerically (e.g. all KPIs have no target set in either period or both periods), then always display sideways arrow.
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Strategy Map Configurations
This setting allows user to define the calculations and the thresholds that would manage the behavior of Strategy Map. Logics defined for the Actions and KPI performance are same across all hierarchy nodes within
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Planning hierarchy.
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Performance calculation based on action/KPI count
In this method, for each node the system will take the total number of Actions and KPIs. The system will then check how many Actions and KPIs are in ON TRACK, OFF TRACK, MONITORING and N/A status, separately. Depending on that figure, the system will display the relevant performance status against each node. Following business rules has been defined to arrive at overall action/KPI performance of the node.
If All ON TRACK, OFF TRACK and MONITOR count is 0, then node is N/A.
If majority is ON TRACK, then node is ON TRACK.
If majority is OFF TRACK, then node is OFF TRACK.
If majority is MONITOR, then node is MONITOR.
If ALL is N/A, then node is N/A.
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If majority is ON TRACK or OFF TRACK and are equal, then MONITOR
If majority is ON TRACK or MONITOR and are equal, then MONITOR
If majority is ON TRACK or N/A and are equal, then ON TRACK
If majority is OFF TRACK or MONITOR and are equal, then MONITOR
If majority is OFF TRACK or N/A and are equal, then OFF TRACK
If majority is MONITOR or N/A and are equal, then MONITOR
If majority is ON TRACK or OFF TRACK or MONITOR and are equal, then MONITOR
If majority is ON TRACK or OFF TRACK or N/A and are equal, then MONITOR
If majority is ON TRACK or MONITOR or N/A and are equal, then MONITOR
If majority is OFF TRACK or MONITOR or N/A and are equal, then MONITOR
If All are equal ON TRACK and OFF TRACK and MONITOR and N/A then MONITOR
Performance calculation based on averaged action/KPI performance
In this method, for each node, the system will take the sum of the performances of all the Actions and KPIs and take the average from it. Then check where the average of all the KPIs/Actions fit into; based on the defined threshold limits.
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Formula:
Total Performance Average = Total Action Performance / Number of Actions
584 / 6 = 97.3.Therefore, the value 97.3 will be crosschecked with the threshold limits to identify the performance colour.
The KPI performance status will also be calculated in the aforementioned manner and KPI thresholds will be used for arriving at performance status.Action and KPI Performance Percentage Comparison
This setting is applicable for arriving at KPI trend arrow. Based on the dropdown selection, the previous period would be decided by the system, to be compared with last closed period. The following options are available:
Monthly – previous period would be 'a month back' compared to last closed period. I.e. if last closed period is December-17, previous period would be November-17.
Quarterly – previous period would be '3 months back' compared to last closed period. I.e. if last closed period is December-17, previous period would ne October -17.
Yearly – previous period would be '12 months back' compared to last closed period. I.e. if last closed period is June-17, previous period would ne July-16.
Action listing
Actions linked with the node would be displayed within a grid. The following columns are available: Action, Start/End Dates, Service Profile, Business Unit, Responsible Officer, Last Updated, Progress, Progress Performance and Budget Performance. This view is a read-only view.
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Overall action performance of the node would be illustrated using this section. There are two types that could be used for performance calculations, refer the section Strategy Map configurations screen in this article for more information. Here also, standard Action performance status types will be used: On Track, Monitor, Off Track and N/A.
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Overall KPI performance of the node would be illustrated using this section. There are two types that could be used for performance calculations, refer the section Strategy Map configurations screen in this article for more information. Here also, standard KPI performance status types will be used: On Track, Monitor, Off Track and N/A.
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