Strategies, including Goals and Performance Indicators

Strategies describe a long-term plan of action to achieve a particular goal. They serve to group related Strategies and Goals.

Goals are a component (child) of a strategy. Consists of a projected state of affairs.

Performance Indicators are a component (child) of a goal, and describe a specific measurement made in the organization, such as inventory level. Performance indicators contain a default numeric range and limits for the measurement, and are used to define measurements on the enterprise. Roll-up performance indicators are used to aggregate sets of similar performance indicators, to summarize the state of similar measurements. Roll-up performance indicators are typically located under the goals that they measure, whereas individual performance indicators may exist anywhere in the model.

Together these objects form the core of the strategy model, and help ensure the success of the enterprise through performance management, such as using the Balanced Scorecard methodology.

Requirements

Statement of an expectation to be fulfilled, that are requirements for key enterprise objects. Can include business, financial, technical, and other kinds of requirements. For example, review and improvement of processes for ISO 9001-2000 certification.

Business Rules

The controls on the enterprise. Intended to assert business structure or to control or influence the behavior of the business. Actions required to control, or the audit for, compliance. For example, a formal review that requires manager sign-off.

Processes, including Activities

A sequence of operations and events that produce an outcome. Processes can be composed of other processes (subprocesses) or activities. Often indicated by increasing levels of detail, related together in a hierarchical structure. The set of processes and activities define the enterprise process ‘landscape’ or ‘architecture.’

Resources

Resources are categorized by Resource Type. All resources can have the same relationships and properties except Organizations and sub-types of Organizations which have only one property, their resource type.

Some suggested resource types for resources include the following:

• Organizations might include departmental groups and jobs (e.g., IT or Human Resources), and Roles (e.g., Engineer or Benefits Specialist)

• Labor resources might include individual persons

• IT Architecture resources might include Information Technology (IT) Architecture (Systems, Databases, Servers, etc.)

• Tools might include a forklift or conveyer belt.

Interfaces, including Services and Operations

The interface, services, and operations offered by a resource; often a physical resource such as a computer system. For example, the ordering system for a supplier has a public interface, further defined by ‘Web’ Services, and each service has operations that can be performed with it to handle transactions.

Work Products

Goods, information, or data that are inputs or outputs to processes or activities. Work Products flow between Processes using Resources (e.g. Systems, Interfaces, External Agents). For example, the order for a product.

Classes

The programming classes used to implement systems.

Risk Templates

A catalog of possible risks, each specified by a Risk Template, that may be used to identify risks for the enterprise. Risks describe a type of risk to successful operation of the enterprise, and provide value limits.