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 more information, 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 more information, see Planning Considerations When Preparing to Load Measures.

2. Set up a few user-entered measures. For more information, 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 more information, see Drawing the Strategy Map.

3. Use the PMF Scorecard Wizard to create a scorecard and draw a strategy. The Wizard allows you to link your live metrics to a strategy in minutes. For more information, see Creating a New Scorecard.

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 more information, see Planning Considerations When Preparing to Load Measures.

 

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