A strategy map is typically a diagram used to document the primary strategic goals pursued by an organization or team. In Scorecard, strategy maps are used to display and organize a scorecard’s results and / or programs.
Note: All users with permission to access a scorecard can view its strategy map. To create or edit a strategy map, users need the Add / Edit Scorecard Objects permission.
To generate a visual strategy map for a scorecard, start in the scorecard view, and switch to Strategy Map view.
All results and / or programs are presented in a stacked view, along with any tags. Results appear in a blue box and programs appear in green, though you can change background colors while editing. To customize the strategy map, click the Edit button.
Note: For coherence and readability, we recommend that strategy maps hold fewer than 20 objects.
In the drawing canvas, you can drag objects, resize or rotate, and use the icons along the top to change fill, outline, or text color, or change text fonts. You can also import images and add tables.
The General, Basic, and Arrows libraries contain categories of additional design objects. Clicking an object such as a rectangle or arrow brings that object into the canvas, where it can be moved, sized, and colored as needed. When an object is selected, you can use its Add icon to make a duplicate.
You can also drag connectors between objects. Choose the type of connector line, and start dragging when your cursor is over a highlighted green dot on an object’s edge. Drag to the object you want to connect to. The start and end arrow icons, to the right of the connector line icon, can be used to adjust the appearance of the selected connector.
When objects are connected this way, moving an object will adjust the connector as well.
Tips for using the Balanced Scorecard methodology:
- BCS strategy maps should have results at the top and programs at the bottom.
- While there are no built-in perspectives, you can add these visually by adding rectangles to the canvas and including titles.
Tips for using the Logic Model methodology:
- A logic model is typically read from left to right. Placing programs along the left and results along the right produces an input-output design.
- If your organization refers to strategy maps as logic models, admin users can change Common Terms throughout the UI.
- You can add additional boxes to categorize programs and results into inputs, outputs, and outcomes / impact.
The right-click menu for any object has options for duplicating, visual layering, etc. For presentation and sharing purposes, many users use the Edit link option to add links to results, programs, or measures.
The embed code for any scorecard object can be obtained by opening its page for viewing, then copied and pasted into the Edit link window.
Once applied the URL can be seen when the strategy map object is selected.
When finished, you can use the buttons at the top right of the page to get the strategy map embed code, or to save and exit.
After you exit the editor, any links will be clickable. Clicking a result or program will open that object for viewing.
Along the top are options for exporting the strategy map to various formats, and getting the embed code. Click Scorecard View when finished.
