Linking elements | ClearPoint Strategy

Linking elements

Linking together the different elements of your strategic plan is important as it allows you to show alignment. Creating links is easy in ClearPoint! For these examples, we will link Objectives and Measures to other elements.

In This Article

Linking Elements

In order to link elements together, both elements must exist first. For more information on adding an element, see the article here.

Once your elements have been created, click on the type of element you want to add from the Top Navigation. For this example, we will look at objectives.

From the dropdown menu, click on Manage Objectives. Click the pencil icon for the element you would like to link. In the window that opens, click the Links tab. Select the desired Scorecard, Link Type, and specific Element from the dropdown menus. Click Add Link to save your new link.  When finished, click Save.

If you need to remove any links, follow the steps above and click the red unlink icon next to the link you’d like to remove.

Linking parents and children from the edit window

Linking scorecards with a parent and child linkage shows the organizational relationship between top scorecards and sub scorecards.

Click the pencil icon on the detail page of the element to which you want to add a link. Navigate to the Links tab.

From the dropdown menu, select the Scorecard of the element you want to link. Under Link Type, select Parent or Child. This will be the relationship of the element you are selecting to link to the element you are editing. Choose the name of the Element from the list of available elements in the scorecard you have selected. Click the Add Link button.

Your link will appear along with an icon; the down arrow indicates that the current element links down to the child, and the up arrow shows that the element links up to the parent. Click Save.

Linking parents and children from the detail page

If the Parent and Child fields are not already displayed the detail page, click on the edit pencil and then Edit Layout. Drag and drop the Parents and Children fields are on the page, and click Save.

Double click within the field that reflects the type of linkage you want to create. This example uses the Parents field. Click on Link Measure to link an existing measure. Select the appropriate Scorecard, and Element from that scorecard using the dropdown menus. Click on Add Link.

Note: You can also click on Add Measure here to add a brand new measure as the parent. See more on adding a measure.

A preview of the linked parent element will appear underneath the linking dropdown menus. Click Save.

Direct versus Indirect Linking

Elements can be linked directly to other elements through the Links tab in the edit window of each element.

In this example, you can see that the ‘% of tickets with direct routes’ measure is directly linked to the the ‘Create new Employee Training’ initiative.

On the detail page for this measure, the direct link to ‘Create new employee training’ is shown in the Linked Objects field. The icon next to the directly linked initiative is the traditional initiative icon.

Next to the ‘Purchase 5 new planes’ initiative, there is an inverse initiative icon. This icon represents an indirect link between ‘Purchase 5 new planes’ and ‘% of tickets with direct routes’. This indirect link occurs because both of the elements are linked to the ‘Direct Routes’ objective (also shown in the ‘Linked Objects’ field).

If you were to navigate to the detail page of the ‘Purchase 5 new planes’ initiative, you would see that it is directly linked to the ‘Direct Routes’ objective that we saw linked to the ‘% of tickets with direct routes’ measure above. You can see the indirect link to ‘% of tickets with direct routes’ represented here by the inverse icon for measures.

Note: With the Link Explorer, you can see how these elements are tied and linked together from a big picture perspective, without having to navigate to each detail page. There is more information on the Link Explorer below.

Link Explorer

The Link Explorer allows users to visualize how their elements are all linked together.It provides easy access to all linked elements in one place without having to navigate to each individual element and drill down into them​. The Link Explorer can also help pinpoint which elements are falling behind or becoming your strategy pain points.

Click on the type of element you want to explore the linkage of. Click the pencil icon to edit into the element. Click the Link Explorer tab. Select the plus icon to expand the link.

With the Link Explorer, there are multiple features that you can use to help you see the big picture strategy. Use the search bar to highlight specific elements that you are looking for within your links. Click the Select Object dropdown to filter by element type. To see the Link Explorer at a different angle, check the Rotate Map box. Click the max out icon to see the full linkage tree. Click the magnifying glasses to zoom in and out across the Link Explorer.

Every element tile has some useful information on it.  The element icon in the top left tells you what kind of element it is.  You can also see the status for the current period, as well as the element name.  At the bottom of the tile, the element’s reporting frequency and current reporting period are listed.  In the middle of the tile, you can see the element’s home scorecard, or click the view icon to open it in a new tab.  The plus/minus icons can be used to open and expand that element’s links for further exploration.

Note: You can also right-click on an element status on a summary report and select View Link Explorer.