Click the Create Objective toolbar button or right-click and select Create Click Save. In the Assessment Rule box, select the rule to be used to assess the overall for an objective only In the LeadingLagging box, indicate whether the for an initiative onl

Scorecarding 12-11 What Are Objectives? Objectives are the required or desired outcomes that form your corporate strategy. You can create an objective for: ■ An entire organization, for example, Oracle Corporation ■ A department, for example, Sales department When you create an objective, you assign it one or more KPIs that are to be used to measure its progress and performance. For example, you can measure the progress and performance of an objective named Improved Customer Satisfaction by assigning it the following KPIs: ■ Average Customer Survey Satisfaction Score ■ Number of Customer Complaints KPIs For more information on KPIs, see Chapter 11, Using KPIs and KPI Watchlists. Within a scorecard, you also create the initiatives that are required to meet the objectives. For more information on initiatives, see What Are Initiatives? Objectives that you create are displayed hierarchically in the Strategy pane . The root objective represents the entity that you are scorecarding, that is the entire organization or a department. The KPIs that are assigned to assess the performance of objectives are displayed below the objectives in the Strategy pane. The Strategy pane also shows the statuses of objectives and KPIs using the appropriate colors and icons that you specified for assessment mappings. For more information on assessment mappings, see Defining Assessment Mappings for Scorecards . For information on creating objectives, see Creating Objectives . Creating Objectives You can create one or more objectives. Objectives that you create should be measurable using KPIs and strategically relevant. For more information about objectives, see What Are Objectives? To create an objective: 1. Edit the scorecard for which you want to create an objective. For information, see Opening or Editing Scorecards . 2. In the Strategy pane : ■ If the objective that you want to create can be independently achieved, then select the root objective. ■ If the objective that you want to create is required to meet a higher-level objective, then select the higher-level objective.

3. Click the Create Objective toolbar button or right-click and select Create

Objective . The Scorecard editor: Objective Details tab is displayed. 4. Highlight the default objective name in the top left corner and enter a new name for the objective.

5. In the Description field, enter a description of the objective.

12-12 Oracle Fusion Middleware Users Guide for Oracle Business Intelligence Enterprise Edition 6. Specify the analytic information including the KPIs to be used to measure the progress and performance of the objective by completing the Analytics pane . For information, see Completing the Analytics Pane for Objectives or Initiatives . 7. Specify the collaboration information by completing the Collaboration pane as follows:

a. optional Add comments by clicking the Add Comment button to display the

Add Comment dialog . See About Comments .

b. Specify the business owner that users can contact by clicking the Set User

button to display the Select Business Owner dialog . By default, the business owner is the creator of the scorecard.

c. optional Add related documents by clicking the New Row button to display

the New Related Document dialog . Also see Related Documents area . 8. Add related items by completing the Related Items pane as follows: a. Add one or more objectives that impact or support that is, help achieve or hinder progress on this objective. To do so, drag the objective from the Strategy pane and drop it in the Causes table. The Causal Linkage dialog is displayed, where you specify how closely the objectives are related and whether changes to the values in this causal objective have a direct or inverse impact on this objective. For example, for an Increased Client References objective, you might drag and drop the following objectives that could cause or help or hinder it: Decreased Client Response Time and Increase Customer Issue Resolutions. b. Add one or more initiatives that is, the tasks that are required to meet the objective. To add an initiative, drag it from the Initiatives pane and drop it in the Initiatives Driving This Objective table. The Initiative Linkage dialog , where you specify how closely the initiative and the objective are related and whether changes to the values in this initiative have a direct or inverse impact on this objective. c. Add one or more objectives that this objective impacts or supports. To do so, drag the objective from the Strategy pane and drop it in the Effects table. The Causal Linkage dialog is displayed, where you specify how closely the objectives are related and whether changes to the values in this causal objective have a direct or inverse impact on this objective.

9. Click Save.

Completing the Analytics Pane for Objectives or Initiatives When you create an objective or initiative, you must specify the analytics for the objective or initiative by completing the Analytics pane . To complete the Analytics pane: 1. In the Perspective box, select the perspective with which the objective or initiative is to be aligned.

2. In the Assessment Rule box, select the rule to be used to assess the overall

performance of the initiative or objective. For example, select Worst case to specify that the status of the worst performing child KPI or objective is to be used. Scorecarding 12-13

3. for an objective only In the LeadingLagging box, indicate whether the

performance of the objective drives other objectives, or is affected by the performance of other objectives or other data or processes.

4. for an initiative only In the Priority box, select the priority that indicates the

importance and urgency of an initiative. 5. for an initiative only Specify the start date, due date, and completion date.

6. In the Action Link area, add any action links that you want to provide to users to

let them take actions that are relevant for the status of the objective or initiative. For information, see Adding Actions to Initiatives and Objectives in Scorecards . Also see What Are Actions?

7. In the Objectives KPIs or Initiatives KPIs table, add the KPIs to be used to