Scorecarding

There are two methodologies for working with PMF. You can work from the top down by drawing a high-level strategy and creating measures. You can also work from the bottom up by creating a KPI Dashboard using loaded measures and adding the strategy elements at some point in the future.

Top Down Process

Bottom Up Process

If you use the top down process, perform the following steps before you create any metrics.

1. Create a new scorecard. Populate it with objectives, perspectives, themes, projects, and processes. For details, see Creating a New Scorecard.

If you use the bottom up process, perform the following steps before you create a scorecard.

1. Set up metrics and load them into the PMF data mart. For details, see Planning Considerations For Loading Sources.

2. Set up a few user-entered measures. For details, see Adding and Editing Measures.

2. Immediately use the relaxed reports that provide KPI dashboard-like views of your metrics.

3. Draw your Strategy Map and observe its flow through the views built into PMF. You can tweak your design until it best fits your organization strategy. For details, see Drawing the Strategy Map.

3. Use the PMF Scorecard Wizard and Measures Wizard to create a scorecard, tie measures to a scorecard, and draw a strategy. The Wizards allow you to link your live metrics to a strategy in minutes. For details, see Creating a New Scorecard and Loading Production Measures.

4. When the time comes to hook up the scorecard to loaded metrics, you can easily switch over from manually entered metrics to multi-dimensional loaded metrics. For details, see Planning Considerations For Loading Sources.

 

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