Organize Your Strategy – Managing Scorecards
This article covers managing Scorecards to keep your strategic structure organized and aligned.
Fernando Montenegro
15 steps
30 seconds
Clearpointstrategy
1
Scorecards help organize and evaluate strategic performance across reporting periods. They serve as a framework for grouping and tracking Objectives, Measures, and Initiatives—allowing teams to align goals and identify areas for improvement.
Creating a Scorecard
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Scorecards act as containers for strategic elements and can be nested to represent organizational hierarchy.
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1. From the left navigation, select **Scorecards**. 2. Click **Add Scorecard** at the top right of the Manage Scorecards page. 3. Enter a **Scorecard Name** (e.g., *Airline Acquisition*). 1. Additionally, you can toggle **Add Multiple**, to create more than one Scorecard in one go. 4. Click **Save**.
Adding and Reordering Categories
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Categories—also called *Perspectives*—help organize Objectives into major focus areas like **Finance**, **Customer**, **Operations**, or **Learning & Growth**.
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1. In **Scorecards**, click the **Edit** icon next to the Scorecard you want to modify. 2. Open the **Categories** tab in the right-hand drawer. 3. Click **Add Category**.
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1. Enter a **Category Name** (e.g., *Finance*) and optional **Description**. 2. Click **Save**. 💡To reorder, drag and drop Categories in the list.
*Categories group Objectives within a Scorecard but do not have their own detail pages.*
Locking a Scorecard
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Locking prevents updates or edits, preserving a Scorecard’s data for audit or presentation purposes.
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1. Click the **kebab menu (⋮)** and select **Lock Scorecard**.
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- Once locked, the Scorecard will display a **Locked** label on the Manage Scorecards page.
Duplicating a Scorecard
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Duplicating allows you to quickly create new Scorecards based on an existing structure.
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1. Click the **kebab menu (⋮)** and select **Duplicate Scorecard**.
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1. In the duplication modal: - Enter a **New Scorecard Name** (e.g., *Airline Merger*). - Check **Copy Status and Scorecard Data** to include values such as Status and Analysis. 2. Click **Duplicate** to create the new Scorecard.
Archiving a Scorecard
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Archiving hides inactive Scorecards, making it easier to focus on active ones while preserving their data.
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1. Click the **kebab menu (⋮)** and select **Archive Scorecard**.
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1. Confirm your changes by clicking **Archive**.
Organize Your Strategy – Managing Scorecards
This article covers managing Scorecards to keep your strategic structure organized and aligned.
Fernando Montenegro
15 steps
30 seconds
Clearpointstrategy
1
Scorecards help organize and evaluate strategic performance across reporting periods. They serve as a framework for grouping and tracking Objectives, Measures, and Initiatives—allowing teams to align goals and identify areas for improvement.
Creating a Scorecard
2
Scorecards act as containers for strategic elements and can be nested to represent organizational hierarchy.
3
1. From the left navigation, select **Scorecards**. 2. Click **Add Scorecard** at the top right of the Manage Scorecards page. 3. Enter a **Scorecard Name** (e.g., *Airline Acquisition*). 1. Additionally, you can toggle **Add Multiple**, to create more than one Scorecard in one go. 4. Click **Save**.
Adding and Reordering Categories
4
Categories—also called *Perspectives*—help organize Objectives into major focus areas like **Finance**, **Customer**, **Operations**, or **Learning & Growth**.
5
1. In **Scorecards**, click the **Edit** icon next to the Scorecard you want to modify. 2. Open the **Categories** tab in the right-hand drawer. 3. Click **Add Category**.
6
1. Enter a **Category Name** (e.g., *Finance*) and optional **Description**. 2. Click **Save**. 💡To reorder, drag and drop Categories in the list.
*Categories group Objectives within a Scorecard but do not have their own detail pages.*
Locking a Scorecard
7
Locking prevents updates or edits, preserving a Scorecard’s data for audit or presentation purposes.
8
1. Click the **kebab menu (⋮)** and select **Lock Scorecard**.
9
- Once locked, the Scorecard will display a **Locked** label on the Manage Scorecards page.
Duplicating a Scorecard
10
Duplicating allows you to quickly create new Scorecards based on an existing structure.
11
1. Click the **kebab menu (⋮)** and select **Duplicate Scorecard**.
12
1. In the duplication modal: - Enter a **New Scorecard Name** (e.g., *Airline Merger*). - Check **Copy Status and Scorecard Data** to include values such as Status and Analysis. 2. Click **Duplicate** to create the new Scorecard.
Archiving a Scorecard
13
Archiving hides inactive Scorecards, making it easier to focus on active ones while preserving their data.
14
1. Click the **kebab menu (⋮)** and select **Archive Scorecard**.
15
1. Confirm your changes by clicking **Archive**.
