WELCOME

MANAGEMENT REPORTING: CLEARPOINT’S SPRING CLEANING GUIDE

WELCOME

For years, ClearPoi nt has helped hundreds of organ izations take back c ontrol of their management reportin g process. Over the years, as these organization s get more nimble with reportin g, their requirements for ClearP oint change. They introduce more calculations, evaluations, an d different summary reports. They add new fields, stop using old fiel ds, and improve their reportin g process. As they get more nimble with management reporting , they also get more nimble with ClearPoin t. The most successful organizations document th ei r reporting process well, and keep ClearPoint clean and up to date. The purpose of this eBook is to walk yo u through the spring cleaning process in ClearPoint. This will not only to help you tidy up your account and mak e life easier for your users, but more importan tly, help you improve your management reporti ng. After all, isn ’t that why you purchased ClearPo int in the first place? We recommend that spring cleaning occur immediately following the end of your fiscal year, as this is a perfect opportunity to ad dress the effects that new strategic plans can have on your ClearPoint ac count. To help guide you thro ugh this process, we have brok en up this document into eight disti nct categories, each focusi ng on a separate area of your account. The topics we have chosen to cover t hroughout this eBook have been heavily influenced by two things .

INTRODUCTION

The first, is our expertise in management reporting .

The second, and the mos t important, are the bes t practices we have seen from our various cl ients who we see go through th is rollover process on an an nual basis.

TABLE OF CONTENTS

Accompanying each c hapter you will find a series of links to help art icles included in our Supp ort Center, to help walk you thr ough the steps we lay out in each section . Addition ally, we include a checklist with each ch apter, to help you ensure that your organ ization is accountin g for each step in the spring cleani ng process. If you’d like to skip to a particular section, use t he t able of contents below: Preserving Your Information In ClearPoint Periods and Reporting Frequencies Reporting Calendar System Configuration User Management Report Templates and Documents Notifications Community Dashboard

So, we are about to walk you through all of the neces sary steps for tidying up and properly managing your ClearPoint account at the annual rollover . But, yo u may be wondering, “if I am going to be ‘cleani ng’ my account, how do I mak e sure that none of my old inf ormation gets lost?” Good question! One of the many great things about ClearP oint is that it off er s several ways to preserve the histori cal information and data th at has been entered into the various s corecards across your acc ount. Before you begin your spring cleaning process and star t rewo rking all of your settings, take advantage of these options! They ar e qui ck and easy, and will ensure that you can refer back to old data while still k eep ing your account organized and user fr iendly. The first way to preserve this old data is what we call “snapshots”. T his option allows you to preserve your entire acc ount in view only form, and is a great option for those looking to preserve the entir e acc ount in its current state before making widespread ch anges. Once you have created the snapshot, you will receive a n otification email that the snapsh ot is complete, at which po int you can determine which users you want to have access to the snaps hot. Then, once you log in, you will be prompted to select whether to view your live acc ount or the snapshot. The second option for preserving your old dat a is to duplicate and lock your ol d scorecards f rom the previous year. This is a great opt ion for those using yearly scorecards to track their strategic pl an, or for those who want to mak e changes to a scorecard while k eeping track of what it look ed like previously.

CHAPTER 1: PRESERVING

YOUR INFORMATION IN

CLEARPOINT

CHAPTER 1: PRESERVING INFORMATION

CHAPTER 1: PRESERVING INFORMATION

Once you have successfully duplicated the scorecard, you can then l ock it to prevent any further chan ges from being made to edit or update fields. These options for preserving your histor ical data take barely any ti me at all, but they are a great way to ensure that none of the changes you make going forward will affect or mess up any of the work you have d one from the previous year. Now that all of your old data is safe and secure, it’s time for the real s pring cleaning to begi n!

ClearPoint Support

Preserving his torical informatio n in ClearPoint Locking a s corecard

CHAPTER 2: PERIODS AND REPORTING FREQUENCIES

Once you preserve your information from the previous year, yo u wil l need to focus on pr operly managing and organizi ng your reporting period s and reporting f requencies for the new fi scal year. Reporting periods are the backbone of any reporting solution, so this st ep is important. Unnecess ary and outdated periods and frequenc ies left stranded around the account can cause confusion amongst yo ur users, and will ultimately lead to huge and unwanted amounts of c lutter. Taking the time to manage this on a yearly basis is a quick and easy way to tidy up your account.

Add New Periods

While adding in your new repo rting periods, there are three import ant pieces of informatio n to keep in mind. 1. Add the entire year at once. Get it out of the way early on, rather than adding each period throughout the year as you go . To streamline this process, take advantage of the ‘Add Multiple’ f eat ure, rather than wasting time by adding each period on its own. 2. Keep the names uniform. We strongly suggest mmm-yy (ex. Aug-17). If there is another way that your organization prefers to format i ts reporting periods , that is fine, as long as you ensure they are al l the same. 3. Avoid making your new period s scorecard specific unless you really have to (and usually, you don’t). It is typically unnec es sary, and like switchi ng up the format of your period names, wi ll only confuse your users.

CHAPTER 2: PERIODS AND

REPORTING FREQUENCIES

CHAPTER 2: PERIODS AND REPORTING FREQUENCIES

Archive Old Periods

ClearPoint offers several g reat options when it comes to archivi ng old periods. Hidden Periods: If you choose to set a period as a ‘Hi dden Period’, it hi des the period everywhere except the ‘Report ing Periods’ page in ClearP oint. This means it is hid den from the Period Selector, hi dden from all measure data tables, and is not available to use in reporting freq uen cies. Non-Reporting Periods: If you choose to select ‘Non-Reporting P er iod’, it hides the period from the P eriod Selector, but you can st ill use this period in data tables and repor ting frequencies. Locked: Periods can also be set to ‘Locked’ if no further changes should be made. By locking a reporting per iod, administrator s can monitor data entry and updates at the end of reporting periods. Peri ods can be locked glob ally or on a by-scorecard basis using scheduled lock d ates. Do not delete periods unless you are sure you will never need the i nformation in those period s again. Deleting a period also deletes all the inf ormation (qualitative and q uantitative data) entered in that perio d.

Manage Reporting Frequencies

Assign all newly added peri ods to the appropriate repor ting frequencies. For some periods, this means ad ding to multiple reportin g frequencies. One thing to avoid is adding new reporting frequencies for every year . Instead, build onto the exis ting frequencies, such as monthly or quarterly , by adding the new periods and hiding or archiving the old on es . For example, if you already have an ‘An nual’ reporting frequency set up, simply assign your new period s to that reporting frequenc y, rather than sett ing up an addition al ‘Annual’ reportin g frequency.

CHAPTER 2: PERIODS AND REPORTING FREQUENCIES

This will also save you a significant amount of time, because it means you will not have to go back an d adjust the reporting frequenc ies of each of your elements.

Fiscal Years

If your organizati on’s fiscal year is not set up cor rectly, it can negatively impac t the calculatio ns that you have set up in ClearPoin t relating to your fiscal year (ex. Fiscal YTD calculations), and subseq uen tly will skew your data. Don’t let this scare you though! Defining your fiscal year in ClearP oint is a qui ck and easy process. By defining your fiscal year in ClearPoint, you will then be able to do really powerful calculations such as FYTD of an Ac tual series, and subsequently display Fiscal YTD periods in yo ur charts and summary reports. Properly managing your reporting periods and f requencies on an annual basis may seem like a pain, but in the long run you will be g rateful you did. We have seen how neglecting thi s section of a ClearPoi nt account can cause huge amounts of extra work and wasted time for o ur clients, and managing thi s on a yearly basis will help you avoi d this.

ClearPoint Support

Adding a repor ting period Adding multi ple reporting periods Period opti ons (default, hidden, no n-reporting periods) Adding and edi ting reporting frequenc ies Using fiscal years in Clear Point

Add new periods

Update reporting frequencies with new

periods

Archive old periods

Define fiscal year

CHECKLIST

CHAPTER 3: REPORTING CALENDAR

Elements of Your Reporting Calendar

At the annual rollover, we recommen d updating your calendar to in clude all important dates. Th is includes: Dates for every meeting in the upcoming year Due dates for report d ata When each period is lo cked from future updates When important rep orts are generated. This helps to increase accountability across your organization , as empl oyees have clear visibility on important dates. We also s uggest that for hard deadlin es , you include a specific time durin g the day that data is due, suc h as 5:00 PM. Schedule a strategy meeting with the appropriate member s of your team to decide when each meeting and deadline shoul d be. Once determined, share the finalized calendar with the rest of your team or department before focusing on anything els e. Updating the calen dar for your new fiscal year does not have to tak e a ton of time or effort, but it has the p otential to save you enormous amounts of time and resources in the lo ng run.

Your Reporting Workflow

Once you select your dates for the year , it’s time to set up your Report ing Workflows in ClearPo int. You’ll end up creating a Repor ting Workflow for each reporting c ycle, but start with getti ng your first one completely set up, and then duplicate it for eac h other period.

CHAPTER 3:

REPORTING CALENDAR

CHAPTER 3: REPORTING CALENDAR

First, create your Reporting Workflow with start an d en d dates for when users should make their up dates. Next, add your Workflow Emails. These automated emails are a valuable too l when set up correctly , as they help ensure that users are reminded to update their respective elements at the appro priate times. If users forget to make their updates, incorrect data is reflected in yo ur reports, and your strategy suffers as a result. To avoid this, manage your r emin ders at the annual rollover an d update the appropriate setting s to help your team follow along on your organization’s r ep orting calendar. Set up an initial email, and then a second email f or anyone who still has updates to make before the deadline. This is a great way to increase accountabilit y across your or ganization. With your reporting calendar established and W orkflow set up, schedule your data uploads. With the D ata Loader, you can upload quan titative and qualitative information into ClearPoint each cyc le. Mo st of the time, data uploads are scheduled for the first day of the month. The last thing to add to your Reporting W orkflow is the date you want to lock your periods. After this date, your users can no lon ger mak e updates. You can review the information and know exac tly what is in each report. Once you’ve added these important dates to your Reporting W orkflow, you can see them on your calendar in ClearP oint. In chapter 6, we will talk about addin g your report schedules to your calend ar as well. You can duplicate your first Reporting Workflow for each of the other reporting cycles for the year, making it quick and easy to set them all up at on ce.

CHAPTER 3: REPORTING CALENDAR

ClearPoint Support

Reporting W orkflows Care Package Reporting W orkflows My Updates

Choose dates

Meeting dates Due dates for data

Share calendar with team

Set up Reporting Workflow

Workflow Emails Data uploads Period locki ng Duplicate workflow for each reporting cycle Set data upload schedule for the year Define period lock dates for the year

CHECKLIST

CHAPTER 4: SYSTEM CONFIGURATION

As you know, part of what makes ClearPoint such a powerful tool is how customizable it is and how easily it can be adjusted to fit your reporting needs - not the other way around. This means that we allow you to customize reporting fields, layouts, styl e, an d more to match your organization’s uniq ue br and and needs. While this is great, your account can become messy and cumbersome if you do not address and tidy up these customizat ions and various system setting s at your annual rollover .

Default Page Layouts

Setting default page layouts sets a standard layout for the detail p ages of newly created elements, so that everythin g in your account looks uni form. Default layouts can be set for objectives, measures, initiatives, milestones, action items, and risks. At the annual rollover, think about how your pages in ClearPoint were set up the previous year, an d if any changes need to be made in order to keep your information more o rganized or easier to edit for your users. If so, make the appropriate ch anges to your default layouts. If not, no need to fix what’s not broken! Keep them as is. We recommend us ing layouts that make it clear to users which fields need updat ing. Keep in mind that the default layout field will only apply to newly created elements.

CHAPTER 4:

SYSTEM CONFIGURATION

Default Series

Address your default series as well , otherwise known as the columns of data that are tracked over time in the measure data tables. By default, each new measure in ClearPoint includes an ‘Actual’ and ‘Target’ series in currency format, b ut this can easily be changed based on what yo ur organization is loo king to track. If you are looking to tr ack a ‘Year to date’series fo r your upcoming fiscal year, fo r example, the annual rollover is the time to ad d this in as a default series in your account. It’s also important to note that adding, removin g, or changing the default seri es of newly added measures will not affect your existing measures - so no need to worry about losi ng or messing up data from previous perio ds.

Custom Fields

As you already know, user s can add various qualitative and quan titative informatio n into default fields, such as descri ption or analysis. If you would lik e to further customize your ClearPoint account , however , you can also create custom fields. These fields can have unique names, live in the scorecar ds of your choosing, and have one of many format types. Y ou likely will have already set up some custom fields by the time the annual rollover occurs, so this is the time to cl ean up the ones that will no lo nger be of use to you in the upcoming fiscal year , and add in the new ones that you will need. Deleting the old custom fields wi ll not only reduce clutter , but will also help to avoid confus ion amongst your basic users who aren ’t sure what the empty fields are for or which fields they are suppo sed to edit.

CHAPTER 4: SYSTEM CONFIGURATION

Pods And Table Styles

You may have several customizations al ready set up in this area. If this is the case, be sure to delete the old ones that you don’t need. If you don’t h ave any custom pod or table styles set up, create some new ones for the upcoming fiscal year! Using CSS, ClearPoin t allows you to customize the look and col or of your pods and tables in order to help your reports better match your org anization ’s unique branding . We encourage you to take advantage of our Support Center when getting into this area, as our help art icles will give you a better sense of the customization s that are available to you to make yo ur account look exactly how you would lik e it, and walk you through the process of creating thes e ch anges step by step.

Calculated Fields

Calculated fields allow you to di splay series as columns in summary views, which allow you to display the d ata from various periods in your measure summary reports. As with your other cust omizations in ClearP oint, be sure to only keep the ones you need for the upcoming fiscal year and delete the rest. Un necessary calculated fields that are no longer being used can also clutter up th e co lumn selected section when buil ding measure summary reports.

Data Loader

If your organization is using the Data Lo ader, we enc ourage you to take some time at the annual rollover to evaluate all of the packages you have set up, and purge the ones that are outdated or no longer of use to you.

CHAPTER 4: SYSTEM CONFIGURATION

We also suggest that you lo ok into the ownership of each pack age, and make sure that each package is still in the right hands at th e ann ual rollover . Also check with your package owner s on when they update their data. If it is always at the same time, encourage them to create some schedules to save themselves time! One of the many great things about Clear Point is th at it gives administrators a lot more insight int o wh at is going on in the Data L oader world at their org anizations.

Admin Options

While these are all important aspects of system configuration to k eep in min d at the annual rollover, there are several other customization s that we o ffer in ClearPoint that you s hould tend to. We encourage you to go throug h the various tabs in Admin Option s at the annual rollover, depending on which ones your o rganization tak es advantage of, and tidy up any of the ones that are being used in your account. Remember, yo ur account can never be too clean !

ClearPoint Support

Setting default page layo uts Editing ob jective detail pages Changing the def ault series included in a new measure Creating and usi ng custom fields Creating custom pod CSS st yles Creating custom table CSS styles Creating and usi ng a calculated field ClearPoint Data L oader Care Package

CHAPTER 4: SYSTEM CONFIGURATION

Update default layouts

Update default series

Custom field cleanup

Pod and table styles customizations

Calculated fields cleanup

Data Loader audit

CHECKLIST

Once you have dealt with tidying up yo ur various system settings, you can no w focus on the most valuable piece of the puzzle: your users! Proper user management at your annual rol lover will allow you to more effectively and efficiently manage who has acces s to what in your ClearP oint account, and reach out to those users who may not be getting as involved in the account as you would li ke.

Add and Edit Use

rs

It is also common at the start of your new fiscal year that different people may become responsible fo r different elements, and this is a great time to mak e those changes to their settings to make sure that all elements ar e acc ounted for and nothin g in your strategic plan fall s through the cracks. If you neglect to assign the appropriate users to a new scorecard, fo r exampl e, those users may not be able to view the elements they are responsible fo r, and parts of your strategic plan may subsequently be ignored or f orgotten about. Begin this process of effective user managemen t at the annual rollover by adding in your new users. If there are new stak eholders at your organizati on who need access to your ClearP oint data, now is the time to add and trai n them!

Consider Browsers

It’s also important to note that depending on your c ontract with ClearP oint, you may be able to add in additional read-only users at no extra cost, regardl es s of the number of user licenses you have purchased for your organization . If you are not sure whether or not thi s is included in your contr act, please reach out to us.

CHAPTER 5:

USER MANAGEMENT

CHAPTER 5: USER MANAGEMENT

Adding in read-only users (or browsers, as we like to c all them) is a great way to allow people in your org anization who are not necessarily di rectly responsible for specific elements to still have the opportunity to view analysis an d data relevant to your strateg ic plan, so that they have a good sense of how your organizati on is performing. For basic browsers, we offer several ‘Getting Started’ res ources in our Support Center to help these users get up to speed and learn their way ar ound ClearPoint. Finally, we encourage you to give these new users a profile phot o to help other users in the account see who they are. This is not crucial, b ut it is a great way to eliminate any confusi on and help people put a face to a name.

Assign Ownership

Also be sure to assign the appropriate ownership to your al ready exi sting users, just as you should be doing with your newly added users. This will ensure that you have the appropriate people responsible for updatin g their elemen ts each period, so th at nothing is overlook ed. Remember that ownership should not be somet hing that is changin g from one period to the next, meaning that you will want to think seriousl y ab out how you want the overall ownership of all of your elements set up for the entire upcoming fiscal year.

Check Permissions

In addition to ownership, we recommend that you address and ch ange user permissions at the an nual rollover. Make sure that user permissions have been upd ated based on the new scorecards or reports that have been added to your account. It’ s not a surpr ise to anyone that roles in organizations chan ge, and turnover is hap pening constant ly.

CHAPTER 5: USER MANAGEMENT

To account fo r this, make sure that your user permissi ons are changed accordingly in order to ensure that all of your users have acc es s to what they need to. One way to easily see who has access to what is by running a User Ac cess Report, which can be done from wit hin the ‘Users and Groups ’ page in System Settings.

Tidy Up Users

And Groups

Now that you have addressed the permissio ns for new and existing users, tidy up your account by deleting the old users and user groups that no longer serve a purpose in ClearP oint. For example, you may have several browsers listed in the ac count that are no longer working at your organization, or are no t directly involved in the strat eg ic planning p rocess. Delete! Keeping them around serves no purpo se, and will only clutter your acco unt. A great way to see who is active in your account is by running a User Activity Report. This is different from a User Access Report, in that a User Ac tivity Report can actually show you who is logging in, and how frequently they ar e lo gging in. This is a great tool to take advantage of as it allows you to r ec ognize those users who have been especially active (thi nk about rewarding these users in some way!), as well as recognizing who h as not been as active in your ClearP oint account as you would li ke. For these inactive users, we suggest t hat you schedule additional mini-t rainings to get them up to speed, or find a different way to get them engaging wi th the tool again.

CHAPTER 5: USER MANAGEMENT

At ClearPoint, we greatly value employee visibil ity and engagement when it comes to strategy. By ensurin g that each of your users are remaining active in the tool, you are one step clo ser to getting them invested in your organ ization ’s strategy, and this will ultimately help improve the success of your strategic plan as a whole.

ClearPoint Support

Adding and edi ting user groups Explainin g the types of users in ClearPoin t Exportin g user access and user activity reports ClearPoint Fundamen tals

CHAPTER 5: USER MANAGEMENT

Add new users

Update all permissions

Assign ownership

Run user activity report

CHECKLIST

Now it’s time to address yo ur report templates and documents, star ting with your summary reports. Cleaning up this area of yo ur account and revising your exist ing templates to include updated information and periods fr om yo ur upcoming fiscal year will help you to streamline your repo rting process. A fter all, that’s what ClearP oint is for!

Summary Reports

Begin this process by cleaning out all of the summary reports you no l onger need. Then, focus on your exist ing summary reports. If your reports incl uded specific periods from the previous year, for example, now is the ti me to upd ate them with the new year’s periods ! ClearPoint also offers you the option to create reports wit h mul tiple periods of data. We encourage you to take advantage of this feature to demonstrate to your employees/stakeholders how your organization or specific departments have performed over time, to help you rec ognize trends and identify ways in which you might need to impro ve.

Briefing Books and HTML Exports

Once your summary reports have been tak en care of, move on to your Briefing Book templates. Again, delete the ones that you no longer need, and update your existing templates to include the necessary information or element s and reports from the upc oming fiscal year.

CHAPTER 6: REPORT

TEMPLATES AND

DOCUMENTS

CHAPTER 6: REPORT TEMPLATES AND DOCUMENTS

One example of a way to update these templates, would be to update the header and footer of your Briefing Book temp lates if they happen to contain year-specific information. For example, at our annual rollover , we mig ht change our footer “Copyright 2020, ClearPoin t Strategy”, to “Copyright 2 021, ClearPoint Strategy”. Delete and update your HTML reports templates as wel l, and involve your IT department if necessary to make the appropriate changes in thes e repo rts.

Document Library

Finally, clean up and remove the clutter in your documents library . This includ es Briefing Books, HTML repor ts, and attachments. Often, people are generatin g documents and repor ts simply to test things. Clean up all of the clutter by deleti ng any documents that are no longer needed for your upcoming fiscal year, which typically is mo st of them! Cleaning up this area of your account will not only make it easier for your users to find what t hey are looking fo r and streamline your overall reportin g process, but will help your account to run faster as wel l.

Scheduling Reports

Once you finish cleaning out old reports and setting up new ones, yo u c an schedule your report s to automatically generate each reportin g period. For each Reporting Wo rkflow, add the reports that you need, set the date and time you want the report to generate , and select the people you want to send the report to. Your entire team is armed with the informat ion they need when they get to your strategy meeting.

ClearPoint Support

Managing sc hedules Scheduling automat ic report generation

CHAPTER 6: REPORT TEMPLATES AND DOCUMENTS

Delete unused summary reports

Add new reports

Purge unused Briefing Book templates

Add new Briefing Book templates

Purge unused HTML reports

Add new HTML reports

Schedule reports

CHECKLIST

You’ve made some good progress… but there’s more! Time to focus on your notifications, one of ClearPoint’ s greatest ‘secrets’. Well no, th ey are not technically a secret, but we find that users often forget about this f eat ure . Notifications are a valuable to ol when set up correctly , as they help users create a habit of using ClearPoint as their one-stop s hop for all your strategic informatio n. So, what’s a notification? Notifications alert us er s that something happened in ClearPoint. You c an set up notifications for lo ts of actions in ClearP oint, and they are customized for each user . At the annual rollover, review notifications you have set up, remove any you no longer need, and add new ones for new elements, new users, and new processes. At a minimum, we recommend setting up the following n otifications for your users, to make sure they are never out of the loop and are always p repared for meetings. 1. Status alerts – These notific ations alert your users that the stat us of one of their elements changed. Usually , you want users to know when one of their elements falls behind plan so that they can create a plan for getting b ack on track. 2. Project alerts – For projects, you want to make sure that users kno w befo re a project starts, when the due date is approaching, and if any of their tasks are falling behin d.

CHAPTER 7:

NOTIFICATIONS

CHAPTER 7: NOTIFICATIONS

3. Analysis alerts – Hopefull y, your users are providing great anal ysis for every one of the elements they are responsible fo r. If they are, it’s probably too much for you to read every month. Set up alerts that loo k for keyword s (like bad, below, and unfortunate) so that you can check in on these element s’ status. 4. Ownership – This is probably the most important notific ation. It alerts your users when you assign them to a new goal, measure or projec t. Notifications help keep your users informed, and they save you time. Y ou wo n’t need to send an email every time you add a new element or want someone to know their projec t is behind. They’ll be notified automatical ly.

ClearPoint Support

• Setting up new notificati ons

CHAPTER 7: NOTIFICATIONS

Remove old notifications

Add notifications

CHECKLIST

Finally, it’s time to address the Community Dashboar d. T his is an optional step in the spring cleaning process, as not all organizations have built out a public facing dash board. (Note: many for-profit organizat ions are also publishin g to their intranet site from Clear Point. If you are doing that, th is section applies to you.) If your organizati on is using our publish ing feature, you will need to careful ly evaluate your reports at the annual r ollover and determine what changes you’ve made in your ClearPoint account are going to affect the appearan ce of your dashboard .

Update Manager

First, make sure you have appoi nted someone to manage this process. There should be a go to person wh o is responsible for communic ating either internally with the IT department or other members of your team respon sible for making changes, or communicating with ClearPoi nt directly about the changes th at need to be made to your dashboard at the r ollover. Whether your dashb oard updates are handled internally or handled by a member of the team at ClearPoint s hould be stated in your cont ract. If you will be managing your dashb oard internally at the annual rol lover, we encourage you to take ad vantage of the widget guides that we offer, as these guides are personalized for your organization and map out how yo u s hould be updating your dashboard, step by step. Otherwi se, reach out to ClearPoint Support, and we will make the appr opriate updates for you.

New ClearPoint IDs

A few other important thi ngs to keep in mind at the annual ro llover: the first, is that every element in ClearPoin t has a unique ID, which is what we use to display specific pieces of inf ormation from ClearPo int on the dashboard.

CHAPTER 8: COMMUNITY

DASHBOARD

CHAPTER 8: COMMUNITY DASHBOARD

So, if you decide to duplicate year-specific scorecards as part of your r ollover , your new measures will not have the same ID numbers as their old measures, and thus will not be automati cally updated on the dashboard . The new, year-specific measures would need to be manually added to the dashboard instead. One way to avoid this is to duplicate your s corecard at the year end and keep using your main sc orecard. Let your new duplicate be the archived sectio n for the year that has just ended. Second, it’s important to keep in mind that th e peri od on the dashboard is separate from the period displayed in ClearPoin t. Y ou do not need to worry about data entered for a new period in ClearPoint appearing on th e das hboard until you are ready to make that change from the W ordPress side.

Keep it Tidy

The dashboard is a great way to display your data with members of the public, and increase transparency, but if you do not make s ure to tidy up your dashboard and make the appropriate upd ates at the annual rollover , then your data will not appear correctl y. We encourage you to reach out to us if you have questi ons at the rollover or are in need of your widget guides. We’re here to help!

ClearPoint Support

• Updating your Commun ity Dashboard

CHAPTER 8: COMMUNITY DASHBOARD

Appoint dashboard owner

CHECKLIST

Make dashboard updates (or work with ClearPoint to do so,

depending on your contract)

CON CLUSION

Just like your k itchen or your closet, if you k eep your account organized and updated, it will be a lot easier to t ake advantage of the elements you are trying to manage in ClearPoint . ClearPoint can do a lot to help streamline your reporting p rocess, but we hope this eBook has shown you the many ways in which you can take action yo urself, and enhance this process even mo re. While it may take some time, we guarantee that committin g to managing and tidying up your ClearPoint account on an an nual basis will be worthwhile in the long run. It will make your life easier , make your users lives easier, increase efficiency across your organization or depart ment , and ultimately will help to enhance your strategy as a whole . And, as always, we are always here and happy to help! W e’d love to get feedback on how you are doing your ann ual spring cleaning of ClearP oint, and enco urage you to reach out to us at any time with questi ons or comments by emailing support@c learpointstrategy .com. We highly value your feedback, and want to continue to act as your partner as you work to enhance your performance management p rocesses. Thank you for choosing ClearPoint, and best of luc k on your strategy execution journey!