Linking together the different elements of your strategic plan is important as it allows you to show alignment across your strategy.
Linking Elements
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Open Objectives
Click the edit Pencil icon next to the Objective you want to link
Navigate to the Links tab
From Filter Links select the Scorecard, Link Type, and Element using the dropdown menu
Once you are done with your changes, click Save
Linking parents and children from the edit window
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Open Objectives
Select the Objective you are going to be working with
Click the edit Pencil icon
Navigate to the Links tab
From Filter Links select the Scorecard of the Element you want to link
Under Link Type choose Parent or Child
Select the Element you want to Link
Once you are done with your changes, click Save
Linking parents and children from the detail page
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Open Objectives
Select the Objective you are going to be working with
Follow these steps to add a Parent or Child to the Detail Page
Select Edit Layout from the dropdown menu
Locate the Parent or Child from the left-hand side panel
Click the Plus icon to add it to the Detail Page
Drag and drop it in the desired place
Click Save
On the Element Detail Page
Double-click on the Linked Element
Click Link Objective
Select the appropriate Scorecard
Mark the checkbox next to the Element you want to Link
Click Save
Confirm the changes by clicking the green checkmark
Direct versus Indirect Linking
This example shows that the ‘% of tickets with direct routes’ Measure is directly linked to the ‘Airport Traffic (Milestone Roll Up)’ Initiative.
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Open Initiatives
Select the Initiative you are going to be working with, in this example, ‘Airport Traffic Study (Milestone Roll Up)’.
You will find ‘% of tickets with direct routes’ under Linked Objects
You will find the regular Measure icon, this means this Element is directly Linked
In this example, you can see that the ‘% of tickets with direct routes’ Measure is indirectly linked to the ‘Purchase 5 new planes’ Initiative.
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Open Initiatives
Select the Initiative you are going to be working with, in this example, ‘Purchase 5 new planes’.
You will find ‘% of tickets with direct routes’ under Linked Objects
You will notice that the Measure icon has inverted colors, this means this Element is indirectly Linked
Indirect Link occurs when independent Elements are linked to the same Element.
In the examples above, '% of tickets with direct routes' and ‘Purchase 5 new planes’ Elements are Directly Linked to an Objective called 'Direct Routes'. At the same time, this creates an Indirect Link between them.
Link Explorer
The Link Explorer allows users to visualize how their Elements are all linked together. It provides easy access to all Linked Elements in one place without having to navigate to each individual Element and drill down into them. The Link Explorer can also help pinpoint which Elements are falling behind or becoming your strategy pain points.
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Open Initiatives
Select the Initiative you are going to be working with, in this example, ‘Airport Traffic Study (Milestone Roll Up)’.
Click the edit Pencil icon
Navigate to the Link map tab
Use Highlight in Link Explorer to search for specific Elements
The Fit icon allows you to see the complete Link Explorer
The Rotate icon allows you to switch between vertical and horizontal view
Use the Magnifying glass icon to zoom in or out
Click on any of the Elements and it will direct you to its respective Detail Page
