Learn how to align initiatives (action plans), persons responsible, budgets with KPIs and business goals in BSC Designer Online.
In the list of KPIs, there is a column Initiatives. Click on the button in this column to access initiatives for the KPI.
Initiatives for the KPIs have the following properties:
Name of the initiative.
Date associates an initiative with the date (is used on dashboard charts).
Description for the initiative; it can also be assigned to a specific date.
Duration and Budget are useful when you need to specify time and finance resources.
Person responsible option allows to specify the person who will receive email notifications about this indicator. This person should be registered as a user of BSC Designer Online under your account.
Document list - here you can add a link to any document with a detailed action plan. Normally users put a link here to a Word document located in some online file storage, such as Dropbox or Google Drive.