Strategy Maps in ClearPoint provide a clear and concise way to communicate your organization's goals and ensure alignment towards achieving them.
Creating your Map
Select Scorecards & Elements from the Control Panel
Choose Manage Reports
Open Maps
Click on the Plus icon to add a new Map
Under Map Name, enter the name of your new map, in this example, ‘Upward Air Corporate’.
Under Element Display Options we are going to select Show Element Names and Icons
The option to Show Element Names and Icons means the names of the elements will be displayed alongside status indicators on your map. If you are using a background color, then it would make more sense to Show Element Names and Icons as if you only display the icon, you will not see the element name that the status corresponds to.
If you are putting in a background image that already has the names of the associated elements in the image, then it makes more sense to just Show Element Icons.
Choose a background color for your map, or upload your own background image
Make sure to upload your own background image as .jpg, .gif or .png. You can also add a background image from our template library.
Mark the checkbox next to Hide page title on exported reports if you wish to hide the map’s page title in exported reports.
Once you are done, click Continue
Adding Elements
Adding Elements to your Strategy Map allows you to click directly to the individual pages of each Element on the map.
There are a few options to add elements to your Strategy map
You can search for elements using Filter Elements
You can Drag elements onto the screen to add them to the map
To remove elements simply drag them off or select one or multiple elements and click on the “x” icon.
Adjusting Elements
Select all desired elements by clicking on each one. The element will turn orange, and a checkbox will appear on it
Use the two alignment buttons to horizontally and vertically align your selected elements
Use the four arrows to adjust all selected elements by a pixel in any direction
Click on the Settings icon, a new window will appear. Here, you can edit the options related the background image/color and element display.
Once you are done with your changes, click Save
Duplicating or deleting a Strategy Map
Duplicating a strategy map may be helpful if you want to include additional elements on the same background. Deleting a strategy map would be useful if you wanted to clear out old or unwanted strategy maps from your account.
Select Scorecards & Elements from the Control Panel
Choose Manage Reports
Open Maps
Locate the map you are going to be working with, in this example, ‘Upward Air Corporate’.
Click on the three dots icon, select Duplicate Map
Under New Map Name assign the duplicate map a name
Click Duplicate
From the three dots icon you can also select Delete Map
Confirm you wish to delete the map by clicking the Delete button
