Initiatives in BSC Designer

In the Balanced Scorecard process it is important to link the strategic level with action level. Each Indicators from your Balanced Scorecard should be linked to certain action plan or initiatives.

  • Target Description and Initiatives. These properties of an indicator allow you to specify your action plan for the indicator.  If your plan is simple enough, you can describe it briefly in the “Target Description” text box.  For a more complex plan, choose “Initiatives,” and you can attach any documents you might need.

How to add initiative to indicator or category

  1. Run BSC Designer
  2. Select any indicator or category
Click "Initiatives" button

Step 3. Click "Initiatives" button

Step 4. Add some files with tasks or requirements for this goal; Enter "Target Description" if needed;

Step 4. Add some files with tasks or requirements for this goal; Enter "Target Description" if needed;

Small icon will appear next to the indicator indicating that this indicator has some initiatives attached.

Step 5. Small icon will appear next to the indicator indicating that this indicator has some initiatives attached.

You can get the list of all initiatives for all indicators and categories in the project. Select “Project Initiatives” command in File menu.