DOC ROI
STRATEGY SPECIALIZATION · STRATEGIC DECISION
TREATMENT · PILL · KPI STRATEGY MAP

Build My KPI
Strategy Map

A structured learning experience to convert strategic objectives, budget evidence and management priorities into measurable KPIs, explicit targets and cause–effect relationships ready for monitoring, action and business handover.

KPI Strategy MapINTRO VIDEO
TREATMENT • PILL • Objectives & Initiatives
Build canvasDrag goals between perspectives. KPIs stay visually distinct: status is a dot/border, never a full orange card.
1 · Goal → KPIA KPI is the instrument used to observe progress toward a goal. Every configured KPI must leave this treatment with a target.
2 · EvidenceObjective links and evidence gates come from the Strategic Handover. Missing measurements stay Not reported; Unknown is never converted into zero.
3 · Target designDefine formula, direction, source, owner, cadence, baseline and M18 target before the KPI can enter the final deliverable.

Strategy Map · goals + KPI relationships

The canvas behaves like a workflow editor: goals are movable nodes, KPI names live on the connections, and the full KPI definition appears only when you inspect it.

Driver / leadingDependencyOutcomeTransformationRisk / negativeLightThicker = stronger
Move: drag a goal · Pan: drag empty canvas · Zoom: Ctrl/⌘ + wheel · moving across a band changes only its perspective.
Strategy MapGoals are the nodes. KPI names live on the links so the canvas explains strategic dependence without KPI-card clutter.
Cause–effect disciplineEach arrow is a strategic hypothesis, not automatically proven causality. Colour expresses relationship type; thickness expresses strength.
Don EspadínThe core view connects transformation, resources, operations, customer health, ROI/WACC and Customer Equity while preserving the formal KAI·ROI boundary.
KPI status not reported
Global KPI thresholdsOne policy for the whole model. Changes recalculate every KPI immediately.
Thresholds must remain ordered: Blue boundary ≥ Green boundary > Yellow boundary.
Blue is strictly above its boundary. Green includes the blue boundary. Red remains anything below the yellow boundary. Missing measurements stay neutral.
KPI REGISTER · MANAGEMENT HANDOVER

KPI handover table

Review the complete KPI register here. Use the buttons above to download this table as CSV or export the current Strategy Map directly as PNG, PDF or a shareable PNG. The map is generated from the live relationship canvas in the background; no duplicate preview is required.

CSV handover
METHODOLOGY AT THE END OF THE JOURNEY

DIIIP explains how KPI evidence becomes management action

In the KPI Strategy Map, value emerges when strategic objectives are converted into measurable evidence, connected through explicit hypotheses and prepared for disciplined management action.

D
Data

Strategic Handover inputs, goals, KPI values, targets, budgets, evidence gates, owners, reporting cadence and relationship data.

I
Information

The treatment structures those data as measurable goals, formulas, units, baselines, targets, thresholds, statuses and traceable strategic links.

I
Intelligence

The KPI engine interprets directionality, calculates achievement, applies the global threshold policy and keeps missing measurements explicitly distinct from zero.

I
Insights

The Strategy Map reveals dependencies, transformation effects, critical paths, customer-health signals and evidence gaps that require management attention.

P
Personalization Actions

The output activates reporting, corrective action, investment decisions and functional handovers across Business, Resource Administration, Operations, Digital Transformation and AI Transformation.

KAI·ROI EQUATION · CUSTOMER EQUITY

This KPI Strategy Map creates operational evidence for the KAI·ROI layer

The KPI treatment does not redefine KAI·ROI. It structures goals, KPI definitions, targets, evidence, relationships and reporting data that can support implementation, ROI analysis, Customer Equity reasoning and defensible strategic decisions.

The formal KAI·ROI v1 architecture remains sovereign. Operational mappings in this treatment never replace formal variables, and unknown data is never treated as zero.

EXECUTIVE RESOURCE

The KAI·ROI Equation Book

A concise guide to understanding how data, ROI, Customer Equity and strategic decisions connect across the DOC ROI ecosystem.

Inside the document:
  • What the KAI·ROI Equation is
  • Why Customer Equity matters
  • How ROI becomes a decision system
  • Why data must be monetized with purpose
Access the KAI·ROI Equation →