Table of contents

• The structure of the strategy
  • Focus areas
  • Add a focus area
  • Edit or delete focus areas
• Objective
  • Add an objective
  • Edit or delete an objective
• Action plan
  • Add an action plan
  • Edit an action
  • Delete an action
• KPIs
  • Manual KPIs
  • Data-driven KPI

The structure of the strategy

The strategy is built up of 4 core elements:

• Focus area - The top of the hierarchy. 
  
  • Objectives - A focus area can contain several objectives.
    
    • Action plan - Each objective can have an action plan with several actions.
      
    • KPIs - Each objective can have one or several KPIs connected to it. 

Focus areas

The focus area is the top level of the strategy. It works as an umbrella for all objectives connected to it.

Focus areas in the strategy

Add a focus area

To add the first focus area, click “Get started”, then enter a name and describe the ambition. The ambition description supports rich text.

Name the focus area and describe the ambition

After that, the button to add focus areas is in the top right corner. 

Edit or delete focus areas

Edit or delete a focus area from the menu next to it.

A focus area can only be deleted when no objectives, KPIs or actions are connected to it.

Objective

The objective is the second level of the strategy. Use objectives to define more specific goals. 

Add an objective

An objective can only be added once a focus area exists.  Add the first objective with the button just below the ambition description or from the focus area menu.

When adding an objective, fill out the following:

• Title - A name for the objective that makes sense for the organization.
  
• What's your objective? - Describe the objective in a way that makes sense for the organization, outlining what it aims to achieve and why.
  
• Start date - The date work on the objective starts.
  
• End date - The planned completion date of the objective.
  
• Responsible - The person in the organization responsible for driving the objective and following up on the result.
  
• Status - Update the status when the objective is “In progress”, “Paused”, “Completed” or “Not started”.

Add an objective

Edit or delete an objective

Edit or delete an objective from the menu to the right of it.

Menu to edit or delete an objective

An objective can only be deleted when no KPIs or actions are connected to it.

Action plan

Every objective can have an action plan. The action plan breaks the objective down into smaller pieces, making it more tangible and showing which actions need to be taken and in which order. 

Add an action plan

Add an action by clicking “Add action”.

Fill out the following:

• Description - Describe what the action means.
• Start date - Pick the date the action should start.
• End date - Pick the date the action should be completed.
• Responsible - Assign a responsible person.
• Priority - Set the priority of the action: “High”, “Medium” or “Low”.
• Status - Set the progress status: “Not started”, “In progress”, “Paused” or “Completed”.
• Comment - When the action is completed, add a comment on the result.

Edit an action

Edit an action by clicking the field to edit, e.g. to update the current status of the action. 

Delete an action

Delete an action by clicking “Delete”.

Delete an action

KPIs

A Key Performance Indicator (KPI) measures progress towards a target and shows how well on track the objective is. 

Every objective can have several KPIs. There are two types of KPIs:

• Manual KPIs - Work well when the data needed for the KPI is not tracked in other Position Green products.
• Data-driven KPIs - Work well when other Position Green products are in use and the KPI value should update automatically based on that data.

Manual KPIs

How to add a manual KPI:

Click “Add KPI”.

Fill out the following:

• Title - The name of the KPI.
  
• Description - Describe what the KPI measures.
  
• Progress Indicator - Change the progress indicator over time as progress is made.
  
• Target - The target value to aim for.
  
• Current value - The current value, showing where things stand now.
  
• Unit - The unit the KPI is measured in, e.g. tonnes CO2e/kWh.
  
• Frequency - The level at which data is grouped or sliced: daily, monthly or yearly.
  
• Valid at - The date the current value and progress indicator were last updated.

Add a manual KPI

Data-driven KPI

Data-driven KPIs are useful when data is already tracked in other Position Green products. They give live updates of the KPIs to follow up on.

How to add a data-driven KPI:

Click “Add KPI”.

Fill out the following:

• Title - The name of the KPI.
• Description - Describe what the KPI measures.
• Progress Indicator - Change the progress indicator over time as progress is made.
• Target - The target value to aim for.
• Measure point tag - The measure point tags to sum up. When several tags are selected, their values are summed.
• Unit - Units are suggested based on the selected tags.
• Frequency - The level at which data is grouped or sliced: daily, monthly or yearly.