New Strategic Plan Wizard Screens - Click to Enlarge:

Strategy Map Balanced Scorecard - New Strategic Plan Wizard
This Wizard screen shows the buttons that make up the Wizard Active-Flowchart.
- The Initial screen is shown which allows you to give a name and address to the Strategic Plan.
Wizard Start
Strategy Map Balanced Scorecard - Wizard Vision Mission
This Wizard screen shows how you can define the labels and page names for the Strategic Statements.
- The Mouse-Over Pop-up Help has been enabled and a message can be seen for the Vision Mission module.
Wizard Vision Mission
Strategy Map Balanced Scorecard - Wizard Term Definitions
This Wizard screen shows how you can define the Strategic Plan Labels and Terms.
- These would be changed to suit your own requirements or your Language.
Wizard Term Definitions
Strategy Map Balanced Scorecard - Strategy Map Screen
This Wizard screen allows you to define the Strategy Map Perspective Names.
- Note that the same Perspective Name can be repeated on additional rows.
- They can also be changed later inside the Strategy Map as required.
Strategy Map Perspectives
Strategy Map Balanced Scorecard - Wizard Objectives Grid
This Wizard screen is where you design your Objectives Grid Table.
- Click on the Checkboxes to add or remove a column.
- Click in the Grid to rename a column or select column options.
Wizard Objectives Grid
Strategy Map Balanced Scorecard - Wizard Initiatives Grid
This Wizard screen is where you design your Initiatives Grid Table.
- Click on the Checkboxes to add or remove a column.
- Click in the Grid to rename a column or select column options.
- In the Options Module you can add in additional columns that reflect the Monthly Grid Totals.
Wizard Initiatives Grid
Strategy Map Balanced Scorecard - Wizard Monthly Grid
This Wizard screen is where you enable Monthly Planning Grids.
- Monthly Grids are designed differently for each Initiative row inside the Edit Scorecard screen.
- On this screen you can define the default row names. These are used as labels when defining the actual row names.
Wizard Monthly Grids
Strategy Map Balanced Scorecard - Wizard New Plan Created Screen
This screen shows the log file that is generated when the new Strategic Plan is created.
- The process of creating the new plan is based on copying the 'Model' Plan and then applying the Wizard definitions.
- The Log data can be loaded into Excel if required.
Wizard New Plan Created