Options Module:
This quick video explains how to use the Options Module.

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Video Script:- Options Module.

Screen Areas:
On the top row is the usual selected Strategic Plan Name and Message Area.

There are 6 tabs and to the right of these are buttons that allow you to Unlock the Screen, Save Changes, Export the Options Data, Zoom the screen fonts and Show pop-up help messages.

Tab Pages:
The first tab is for the Names.
You can redefine these terms or just change them to suit your own language.
For example some users prefer to rename Objectives as Goals.
Also the names of the 3rd Generation Strategy Map Statements may not be suitable for your usage.

Designing your Objectives Grid:

The second tab is where you design the Objectives Grid Columns.

Primary Objectives Grid Use: Allocate a Strategy Map Objective to an Employee.
The first two columns of the Objectives grid is always the Perspective and Objective as they are cascaded down from your Strategic picture and hence this is not a selectable option.

Usage 2: To have a description of how this Objective applies to an employee. This column is critical and is sometimes called either a KPI (Key Performance Indicator) or KRA (Key Responsibility Area). Another commonly used name is Target.

Usage 3: To have some kind of measurement and this usually takes the form of a measurement method plus a score.

Usage 4: Ability to add in additional columns that aid your management and/or cross-referencing.
One of these might be a review date column.

Usage 5: You can also have a numeric feedback gauge.
This can either be set manually or else averaged from a similar gauge in the Initiatives grid.
You can also apply a weighting to the value so that less important jobs are not averaged as highly.

Setting up Grid Columns:

The process for setting up the grid columns is as follows…
1. Click on the checkboxes to select a combination of List-based and Free-text columns.
2. Click in the grid to load the column name into the edit panel where you can set the name you require.
3. Position the columns left or right according to their status so that the cell merging provides the best horizontal one-to-many picture.

There are special reasons why you would choose either list-based or free-text columns.

Using List Based Columns:
These have four distinct advantages and for this reason these are favoured.
1. They are fast to assign.
You can setup a Balanced Scorecard in just a few minutes if you only have to pick from the lists.
2. They provide uniformity between employees, so you never have phrases that are similar and mean the same thing unless this is intended.
3. They can be cross referenced in the Drill-Down Dashboard module.
The Drill-Down does not work with plain text searches because this is very inaccurate when compared with a list-based system.
4. You can easily see how many employees have been assigned any list item.
Using Free-Text Columns:
Free Text is good when you want to enter in something that will probably be unique.
Furthermore you may want to change it at any time without concern for any else that it be used.
For example the Initiatives text is something that is special to the one activity for a single person and may need to be changed at any future date.
Free text columns can also be made into external document or website links. When you click on the display mode cell, the software launches the document or website.

Numeric Gauge or % Columns:
These can be averaged from either the Initiatives or Monthly Grids.
They have a number of alternate display formats such as Bar graph icon and percent value. If using the icon display, it is possible to have the actual numeric value hovering above the icon value.

Designing your Initiatives Grid:

The third tab is where you setup the Initiatives grid.
It has additional column types such as Date-Range and Numeric columns.
There are no Numeric or Date columns in the Objectives grid because all this is intended to be carried out at the activity level.
However when using the single grid display mode you have effectively moved these into the Objectives grid.
The picture can be improved, either by filtering out unwanted columns or else hiding them in the Export to Grid or Chart facilities.

Date-Range columns automatically specify a month span count, so if you have the 30th March to the 5th April the month count is 2 even though the day count is only 7.
The data can be displayed as either:
Date1 – Date2 or:
Date1 (00 days)

Monthly Grids:
The use of the Date-Range and Monthly Grids is covered under a different video tutorial and the basic information is as follows.

These are two types of Monthly Grids that can be used if you have enabled the date-range column.

1. The Gantt or Progress grid is a multi function grid which can hold text, numeric or gauge information in an Actual Vs Planned format. The setup can be different for every Initiative Row to suit each usage.

2. The Numeric or Finance grid can only contain arithmetic values with the benefit that monthly grid row totals can be displayed as cells in the Initiatives grid.
The setup is the same for every row and is done here.

Schema Tab:
The schema tab is intended to demonstrate your Strategic Plan design.
If you need to take a copy of this to print:
1. Press the Alt + PrtSc (Print screen) key to copy the image into the Windows clipboard.
2. Then go into Word, (or other software) and paste in the image.

Security Tab:
The password security will be provided as an optional extra when version 7 is released.

In summary, the Options module performs a similar function to the Add New Strategic Plan wizard, however changes can be made whenever this is required.

Thankyou for watching this video demonstration.