Managing scorecards | ClearPoint Strategy

Managing scorecards

Scorecards are like folders that can store strategic elements such as objectives, measures, and initiatives. Scorecards provide a balanced way to view and track your strategic performance across reporting periods.

In This Article

Creating a scorecard

From the Scorecards dropdown menu, Click on Manage Scorecards.

Click the plus icon. Give the scorecard a Name that will inform the type of content that will be stored this. This may be the name of a department, division, program, strategic plan, etc. Select a Parent Scorecard, if applicable, to create a visual hierarchy between scorecards in the Scorecard Tree in the Control Panel.

Click on the Completed Items tab to manage how elements such as Initiatives, Milestones, or Actions Items appear when they are marked as complete. For more information on hiding completed items, please see this article: Hiding completed items

Click on the User Access tab to allow specific users have access to this scorecard. Permissions can also be managed from individual user profiles on the Manage Users page. For more information, please see this article: Setting user permissions for a scorecard

Adding and reordering categories

Categories are the areas of the overall business strategy addressed by groups of strategic objectives. Some organizations call them “perspectives.” Common categories include finance, customers (or citizens, students, etc.), operations, and learning & growth. Categories are added by scorecard in ClearPoint.

From the Scorecards dropdown menu, Click on Manage Scorecards. Click the edit icon next to the scorecard. A new window will appear.

Click on the Edit Categories tab to add or edit categories associated with the scorecard. Categories can be linked to Objectives in the scorecard and are used to group them together or “categorize” them. You can provide a Description for each category; however, they are not technically an element and do not have their own detail page.

You can filter through the list of Categories by typing in the Filter Categories field. Click on Add Category to add a description, or click the edit icon to edit the category. You can add a description in the Description field. Make sure to click Save.

You can reorder categories by dragging and dropping.

Click the duplicate icon to duplicate a category. Click the deleted icon to remove a category. When finished, click Save.

Locking a scorecard

Locking a scorecard prevents any further changes from being made to update or edit fields in a scorecard. This is useful if a scorecard is being used to preserve historical data or if you want to make sure nothing is changed in a scorecard before a big meeting.

Click on Scorecards in the top navigation and select Manage Scorecards. Click the pencil icon next to the scorecard.  Select Locked. To unlock a scorecard, deselect this option. Click Save.

Duplicating a scorecard

Duplicating a scorecard is helpful for archiving historical information or to add new scorecards by copying a scorecard template for uniform elements and linkages.

Click on the Scorecards menu in the top navigation and select Manage Scorecards.

Click the duplicate icon next to the scorecard that will be duplicated.

Give the duplicated scorecard a unique Name. Check Copy Status and Scorecard Data to include all update information such as status, analysis, etc. for the new elements in the duplicated scorecard. If you do check this option, the new scorecard will be blank of information like status or analysis.  Check Cascade copy the Scorecard (duplicate all child Scorecards) to create copies of the child scorecards as well and establish the same hierarchy. Click Duplicate and the new scorecard will appear in the list.