Elements are the building blocks of your strategy—they represent goals, performance metrics, projects, tasks, and risks. ClearPoint supports five primary element types: Objectives, Measures, Initiatives, Action Items, and Risks.
Element Types
Objectives
Objectives represent your organization’s high-level goals. They form the foundation of your strategy and are often linked to supporting measures or initiatives.
From your Control Panel, click the chevron (>) next to Elements.
Click Objectives.
Select the objective you want to view or edit.
Measures
Measures track performance data over time, allowing you to monitor trends and visualize results through charts. Tracking measures helps determine whether linked objectives are being achieved.
From your Control Panel, click the chevron (>) next to Elements.
Click Measures.
Select the measure to open its detail page.
Initiatives
Initiatives represent strategic projects that help your organization achieve its objectives. Initiatives are time-bound and may include milestones to track progress.
From your Control Panel, click the chevron (>) next to Elements.
Click Initiatives.
Select an initiative to review milestones, progress, and ownership.
Action Items
Action Items are short-term tasks or deliverables—think of them as items on a to-do list that support larger projects or initiatives.
From your Control Panel, click the chevron (>) next to Elements.
Click Action Items.
Select the action item you want to review or update.
Risks
Risks represent uncertainties or threats that could affect your organization’s goals. You can track and mitigate risks by linking them to relevant objectives or initiatives.
From your Control Panel, click the chevron (>) next to Elements.
Click Risks.
Select the risk you want to view or manage.
Managing Elements
You can create, edit, duplicate, and delete elements from the Manage Elements page.
Edit an Element
From your Control Panel, click the chevron (>) next to Elements.
Click the chevron (>) next to the element type (e.g., Objectives).
Select the element you want to edit.
Click the kebab menu (⋮) select Edit Element to open the Edit drawer.
In the Edit Fields tab, assign an Owner and set a Reporting Frequency (Monthly, Quarterly, or custom).
Click Save.
Link Elements
You can link related elements to show alignment and track how goals connect across your scorecards.
Open the element you want to link.
Click the Links tab in the right-hand drawer.
Click Link Element.
Select a Scorecard.
Choose the elements to Link.
Click Save.
