What is our strategic progress?

The business question What is our strategic progress? provides an overview of the company's strategic goals and the progress of their strategic themes. Review the performance measures of the strategic themes based on their rating and gap trends and understand the RAG status of the projects impacted by the strategic theme. This visualization provides a trend analysis of your strategic progress and helps you to focus on the relevant projects that will realize your company's objectives.

The license package Strategic Portfolio Management is required to work with this business question. The use case Strategy Validation must be activated.

Use the method that is most convenient for you:

  • In the left navigation panel, enter What is our strategic progress? in the Search Navigation field.
  • In the left navigation panel, click Home. In the content area, go to the Business Questions page and click the tile for What is our strategic progress?
  • In the left navigation panel, expand the sections Business Questions and Transformation and click What is our strategic progress?

The Goal and Strategic Theme Realization view is a nested matrix that shows the progress of the company's goals and their strategic themes. Here's how to interpret the information:

  • The top level nested box are goals and the second-level nested box are the strategic themes contributing to the goal.
  • Each strategic theme may display either matrix cells with the programs or projects realizing the strategic theme, or the strategic theme's performance measures. Click the Filter local filter button and specify the Focus of Analysis field to show either programs, projects, or performance measures.
    • If Projects is selected, evaluation is based on the average RAG status (Red, Amber, Green) which is derived from the project monitoring indicators for time, budget and resource.
    • If Programs is selected, the number of projects assigned to the program are displayed. Evaluation is based on the average RAG status (Red, Amber, Green) which is derived from the program's project monitoring indicators for time, budget and resource.
    • If Performance Measures is selected, the matrix cell will show indicators for Rating Trend and Gap Trend. The rating trend compares the measure's rating of the current time period with the previous time period. The gap trend compares the delta between the measure's target and rating of the current time period with the measure's delta of the previous time period. Point to the indicators to show a tooltip with their explanation.
  • Sequence the data in the matrix report according to your needs. Click the Filter local filter button and specify the Sort filter.
    • Name: Order goals alphabetically on the horizontal axis and the strategic themes listed alphabetically below the goals.
    • Completeness Descending: Displays the most complete goals on the left, with their strategic themes arranged below from most to least complete. A goal's overall completeness score is based on the weighted average of the strategic themes' Actual Performance indicators and the aggregated weightings of the strategic themes and objectives contributing to the goal. The percentage of completion is shown next to the name of each goal and strategic theme.
    • Completeness Ascending: Orders goals and strategic themes from least complete to most complete.
  • Activate the Show Completeness Heatmap filter to transform the nested matrix view into a heatmap that colors goals and strategic themes by their level of completeness. Dark blue represents those with a higher percentage of completed measures and light blue the lowest percentage of completion.
  • Click the ThreeDots_Black three vertical dots button > Show Legend to understand the color coding.