Getting Started Guide - Managing Elements

From your Control Panel Select Elements Click on Objectives Choose the Objective you are going to be working on

Measures are used for tracking performance data, allowing you to track data points over time in a data table and visualize this data through charts. Tracking measured data should help you determine whether you have achieved a linked objective, thus indicating if you are reaching your goals.

Initiatives are commonly referred to as projects, ClearPoint is great for tracking high level strategic projects that will help you reach your larger organizational objectives. Initiatives are typically time bound, having a start and end date, they may even have milestones for different steps you must take to finish the larger project.

Action items can be thought of as items in a To-do list, they are tasks that need to be completed.

Risks can be used to track any uncertainties or threads to your organization.

You can perform different actions from Manage Elements like, Create, Edit, Duplicate or Delete.

For example, you can Edit an Objective by clicking on the pencil icon Navigate to the Edit fields You can assign an Owner to increase accountability Set a Reporting Frequency to determine the cadence of reporting on an element whether it be Monthly, Quarterly or even setting a custom Frequency.

You can link elements in ClearPoint to show alignment by navigating to the Links tab in any element. Click on the Link tag icon Choose a Scorecard Select a Link type to link an element Click Save