Scorecard: A strategic tool that bridges the gap between business actions, strategic vision, and goals. It aids businesses in monitoring their performance against strategic objectives.
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Strategy Map: A visual representation that outlines an organization's strategic objectives. In ClearPoint, it's an enhanced image providing a live view of strategic progression and status.
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Objective: Clearly defined goals that signal how an organization plans to achieve its vision. Often interchangeable with terms like “goals” or “thrusts,” they guide organizational direction.
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Measure: A diagnostic instrument used to quantify how well an organization is achieving its objectives. Often labeled as “metrics” or “KPIs,” these tools provide actionable insights.
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Initiative: Tailored projects or action plans that aim to bolster measure performance, ensuring the organization moves closer to its strategic aspirations.
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Milestone: Significant benchmarks or stages within an initiative. They mark progress, ensure accountability, and track whether initiatives are on schedule.
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Action Item: Short-term actionable tasks or steps. They are essential to larger projects but typically don't demand extensive resources or long durations.
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Risk: Potential events or circumstances that could undermine objectives. Risks emerge from vulnerabilities and can be either from internal sources or external forces.
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Category: Broad strategic areas that objectives target. These areas, sometimes dubbed “perspectives,” help cluster objectives of similar nature.
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Status Indicator: Visual icons that provide a snapshot of performance for specific elements, showing their status over designated time periods.
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Alignment: The act of synchronizing strategic initiatives, measures, and objectives across different organizational layers, ensuring a cohesive strategic direction.
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Reporting Period: The primary time unit designated for assessing and reporting performance, like a month or a quarter.
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Reporting Frequency: The predetermined intervals at which results or performance data is presented, which can range from monthly to annually.
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Fiscal Year: A specific twelve-month period designated for accounting and budgetary purposes. It doesn’t always align with the calendar year.
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Gantt Chart: A graphical representation tool used to depict project timelines. It clearly illustrates the progression of tasks and emphasizes crucial milestones.
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Support Center: A comprehensive library at clearpointstrategy.com/support, stocked with articles and videos that explain the diverse features and capabilities of ClearPoint.
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Control Panel: Situated on the left, this panel in ClearPoint offers a navigation guide, allowing users to smoothly transition between features.
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Home: The introductory page that users are greeted with when they access ClearPoint, providing a general overview.
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My Updates: A specialized tool that showcases elements assigned within a reporting workflow, enabling streamlined tracking and management.
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My Favorites: A section granting swift access to sections and elements in ClearPoint that users frequent or value most.
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My Scorecard: A personalized portal that provides users access to elements they own or manage.
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My Notifications: A curated space dedicated to updating users on notifications specifically tailored to them.
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Documents: A centralized repository within ClearPoint that stores all uploaded documents, ensuring easy retrieval.
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Reporting Workflows: A tool designed to craft the 'My Updates' view, dispatch reminder emails, and provide a consolidated view of reporting.
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Notifications: Alerts designed to inform users about noteworthy modifications or updates within ClearPoint.
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Reminders: System-generated emails dispatched to notify users about alterations in elements they own or favor.
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Measure Library: A centralized access point that houses benchmarking data, facilitating comparisons and analysis.
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Recycle Bin: This feature keeps a record of deletions for a month and offers the possibility of restoring accidentally deleted items.
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Revision History: A comprehensive log that tracks all user activities and modifications made within ClearPoint.
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Detail Page: An in-depth view that presents individual elements, ranging from objectives and measures to action items.
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Summary Report: A consolidated report that brings together related elements, often referred to as “summary views,” for an overarching perspective.
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Default Layout: The basic and initial visual representation users encounter when they visit an element's summary page.
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Dashboard: A comprehensive visual display, showcasing an assortment of scorecard measures, providing a holistic view.
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Category View: A structured layout that organizes objectives, measures, and initiatives according to their respective categories.
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Default Grid: A layout that aligns objectives with their correlated measures and initiatives for an organized view.
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Alignment Matrix: A visualization tool that presents objectives and measures from interconnected scorecards, highlighting synergies.
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Manage Elements and Manage Reports: Features that enable users to oversee and modify individual elements or summaries within a particular scorecard.
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Home Scorecard: This refers to the primary scorecard where a specific element is housed or originates from.
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Element: Fundamental units within ClearPoint. They encompass objectives, measures, initiatives, milestones, action items, and risks, forming the building blocks of strategy.
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Pod: An individual section or field present on a detail page, offering segmented information.
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Measure Series: Consists of sequential data points, typically found within the measure data table, providing a temporal view of performance.
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Parent: The dominant or primary element, which is often supported or supplemented by subordinate elements, known as “children.”
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Child: These are subordinate elements that operate under the umbrella of a primary or “parent” element.
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Briefing Book: An interactive PDF report format in ClearPoint. It is enriched with clickable elements, offering an engaging experience.
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Owner: Refers to the specific ClearPoint user entrusted with the responsibility of an element's management and updates.
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Collaborator: Users who play a supportive role, assisting the owner in maintaining and updating a particular element.
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Heat Map Matrix: A visualization tool in ClearPoint that showcases the status of measures over previous periods, offering temporal insights.
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HTML Exports: A feature that enables the online publication of detail pages and summary reports, expanding accessibility.
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Filter: A search tool in ClearPoint that facilitates the isolation of specific terms or data within summary reports.
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Attachment: An interface that displays links related to files that have been attached within ClearPoint.
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Manage Pages: Comprehensive tools in ClearPoint that oversee element and report actions such as adding, editing, deleting, and more, ensuring smooth operations.
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Two-Factor Authentication: An enhanced security layer for ClearPoint user logins, offering an extra verification step to ensure authorized access.
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Edit: A feature allowing users to make singular modifications, such as linking different measures together.
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Update: Routine alterations or changes made to specific elements, like adjusting status indicators to reflect current states.
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Lock: A security feature that places restrictions on making changes to specific reporting periods or scorecards, ensuring data integrity.
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Duplicate: This functionality creates exact copies of scorecards or individual elements, aiding in replication for various purposes.
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Aggregate: A tool that consolidates results, either from individual measures or from interconnected scorecards, offering a sum total view.
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Cascade: A mechanism that forms connections between main (parent) scorecards and their subordinate (child) scorecards, establishing a hierarchy.
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Automations: Features that automatically populate specific fields based on predefined input criteria, streamlining tasks.
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Integration: This functionality facilitates the confluence of ClearPoint with other third-party applications, enabling enhanced interoperability and functionality.
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