TABLE OF CONTENTS

• The structure of your 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 your 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- for each objective you will be able to create an action plan with several actions.
      
    • KPIs - for each objective you will be able to connect one or several KPIs. 

Focus Areas

The Focus area is the top hierarchy of your strategy. The Focus Area works as an umbrella for all objectives connected to it.

Add a Focus Area

When adding your first focus area to your strategy, click on "Get started", and you are asked to name it and write what your ambition is. The description of the ambition supports rich text.

Later, you will find the button to add focus areas in the top of the right corner. 

Edit or delete Focus Areas

You can edit or delete the focus areas from the menu next to each area.

You will only be able to delete a focus area if no objectives, KPIs or actions are no longer connected to the focus area.

Objective

The Objective is the second level hierarchy of your strategy. This is where you define more specific goals of what you want to achieve. 

Add an objective

An objective can only be added once you have created a focus area.  Your first objective can be added from either the button just below the description of the ambition or via the menu of the focus area.

When adding an objective you are asked to fill out the following:

• Title - Name your objective something that makes sense for your organization
  
• What's your objective? - Describe the objective in a way that makes sense for your organization, outlining what you want to achieve and why.
  
• Start date - From which date will you focus on this
  
• End date - when are you planning to complete this objective
  
• Responsible - who in your organization is responsible for this to drive this and follow-up on the result.
  
• Status - make sure to update the status when the objective is "In progress", "Paused", "Completed" or "Not started"

Edit or delete an objective

You can edit or delete the focus areas from the menu to the right on each objective.

You will only be able to delete an objective if no KPIs or actions are no longer connected to the objective.

Action Plan

There can be an action plan connected to every objective. The action plan aims to break down the objective into smaller pieces to make the objective more tangiable and what 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 a date of when this action should be started
• End date - pick an end date of when this action should be completed
• Responsible - Assign a responsible person
• Priority - set the priority of this action; "high," "medium," "low."
• Status - set the status of the progress; "Not started," "In progress," "Paused," "Completed."
• Comment - When completed, add a comment of the result

Edit an Action

Edit an action by clicking on the field you would like to edit e.g. updating the current status of the action. 

Delete an Action

Delete an action by clicking delete.

KPIs

The Key Performance Indicator (KPI) is a feature that measures your performance progress on your target and how well on track you are with your objective. 

There can be several KPIs connected to every objective. There are two types of KPIs:

• Manual KPIs - works well if you are not currently tracking data in other Position Green products needed for the KPI
• Data-Driven KPIs - the data-driven KPI function works well if you use other Position Green products and want the value of the KPI to be updated 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 KPIs are measuring
  
• Progress Indicator - Change the progress indicator over time depending on the progress
  
• Target - What is your target value? What are you aiming for?
  
• Current value - what is your current value? Where are you now?
  
• Unit - What unit are you measuring the KPI in? e.g Tonnes CO2e/KWh
  
• Frequency - on which level are you grouping or slicing your data? Daily basis? monthly? yearly?
  
• Valid at - when was the last time you updated the current value and the progress indicator?

Data-Driven KPI

Data-driven KPIs are great if you are already tracking data in any of our other products! By using our data-driven KPIs you can have live updates of KPIs you want to follow up on.

How to add data-driven KPI:

Click "Add KPI"

Fill out the following:

• Title - the name of the KPI
• Description - Describe what the KPIs id measuring
• Progress Indicator - Change the progress indicator over time depending on the progress
• Target - What is your target value? What are you aiming for?
• Measure point tag - which measure point tag do you want to sum up? when selecting one or several measure point tags, they will sum up.
• Unit - you will get suggestions on which unit to use depending on which tags you've selected
• Frequency - on which level are you grouping or slicing your data? Daily basis? monthly? yearly?