Initiatives and Action Plans
action plan is an important part of any business scorecard. We can have
KPIs, business goals, and strategy maps, but the final and the most
important step is always an action. BSC Designer allows you to align
any business goal or indicator with an initiative.
An initiative in BSC Designer might be:
- a simple text comment,
- a link to some important document, or
- a key information about the specific time and budget
Some member of your team will work according to the
defined plan. BSC Designer allows you to specify a person responsible
and make sure that this person receives important notifications about
an indicator and receives
updates on an indicator's value on a regular
In the interface of the program initiatives are marked with a
"clipboard" icon. There are several ways to access an initiative:
- You can go to the "Business goals" tab, select there
any business objective and click the "Initiatives" button.
indicator on the "KPIs" tab has an "Initiatives" button as well. This
button allows you to start an "Initiatives" dialog for an indicator.
All items that already have an initiatives aligned with them are marked
with an "initiative" icon. You can click onto this icon to access the
- For example, on the strategy map BSC
Designer visualizes initiatives with the same "initiative" icon. You
can double click onto this icon to view existing initiatives.
In the "Initiatives" dialog you have:
- "Scorecard item" drop box that displays a business
objective or an indicator that we are working with now.
- The list of initiatives aligned with selected
business objective or indicator.
- Controls that allow adding new initiatives or
modifying existent ones.
BSC Designer supports several types of initiatives.
- With the File button you can add a link to some
important local document.
- With the URL button you can add a link to some
webpage or document located in the cloud storage.
- With the "Comment" button you can add some text notes, time-specific notes, or add a chart tag.
- Budget and Duration initiatives (available for business goals only) allow
you to specify important information about the budget associated with
this business objective or about the time needed to executive some sort
of action plan. Later you can use "Budget and duration report" command
in "Reports" menu to generate a report that will summarize the budget
and duration details for your scorecard project.
- In the
initiatives dialog there are "Google Task" and "Google Calendar"
buttons that you can use to create a new task or event for selected
business objective or indicator. BSC Designer will save your time and
fill in some details about business objectives or an indicator for you.
initiative associated with an indicator or business objective can have
a person responsible. Click the "Person responsible" button in the
"Initiatives" dialog to access this function.
You can select a
person responsible from the list of users in your group. Then you can
setup notifications that will be sent to this person or persons. For
example, you might want to send a notification to a person responsible
when an indicator is in the red zone or a new initiative was added.
work with your user group you will need to set up an account with BSC
Designer Online and to add some members of your team there.
indicators in your scorecard project implies that you want to update
their values regularly. BSC Designer helps to ensure that all of the
indicators are updated on time.
- Use the "Update
interval" button to specify the parameters of an update interval. For
example, you can choose to update indicators quarterly or monthly.
is a check box entitled "Permit input only for update dates." If
checked, BSC Designer will update calendar control appropriately, and
will allow you to enter indicator data only for specific time points.
a business scorecard project one might have many initiatives associated
with indicators or business objectives. Sometimes it is necessary to
have a list of all of these initiatives together with important details
and names of the persons responsible. To create this list you can use
the "Initiatives report" command in the "Reports" menu.
Designer allows you to choose what initiatives you'd like to see in
this report. You can create just a list of all of the initiatives
sorted by date or you can generate a report with all of the business
objectives and indicators from your project together with the details
about all of the existing initiatives.
If your project is big
one, you can choose to generate this report for some specific branch.
For example, you can generate this report for initiatives from a
"Financial" perspective only.
Initiatives in BSC Designer are a
great way to keep a track of all of your important action plans and
action reports. You don't need to have here a detailed log of
everything that is happening in your company, as we are sure that you
have your favorite teamwork tools for this. But you can add some
important details that will help your team to make a right decision
about business objectives and indicators.