Overview


Top-down target setting allows users to set pipeline targets without first developing a bottom-up view for each organisational level. It also allows for more flexible target setting and iteration, using the top-down approach as a base, and then adding detail using bottom-up target setting later. It further simplifies target setting more generally, by removing the need to specify separate targets for Pipeline, Run Rate and Cash benefits.  Instead, only a single set of targets is required and the rest are calculated. 


A total site level target can be defined at the top level and then broken down using the hierarchy defined for the site. Targets can be set at the desired level in each hierarchy node, removing the need to have the same granularity across all levels - these can be updated as the picture becomes clearer.  


By defining the lead and ramp-up times associated with each stage in the process, PiPware will automatically calculate the monthly targets for the specified period and provides a set of S-curves.  


Note: that leakage is not considered in the target calculation - at the target level it is assumed that 100% of the benefit is delivered without losses.



Configuring Top-down pipeline targets


Top-down targets are created by setting target values at the applicable level of granularity and estimating the number of weeks of lag and ramp-up for each stage in the pipeline. PiPware then automatically calculates targets across the timeframe specified - the result is a set of S-curves that show the target, per area, per month or week. 


To edit Top-down targets, navigate to Administration, scroll down to Pipeline and click on Pipeline Targets. 


On the pipeline targets page, select the Top-down icon to drill down.

Select the Go to Top Down Targets icon to drill down into the top-down target setting detail page.


Note: For detailed instructions on creating a pipeline target configuration, refer to Setting pipeline targets.


On the Top-down targets page that will appear, you can now navigate to the desired hierarchical level previously configured and set your targets. For instructions on how to set up your organisational hierarchy, see How to set up your organisational structure.


Open the drop-down menu which allows drill down to different departments and by KPI type 
Enter the total target for that department (in millions), or drill down for further detail

Specify lag and ramp-up times for each stage

Navigate to the Chart tab to view and compare results - see below
A total site target can be specified for comparison, this is purely for reference and is not used by PiPware
Lag affects the time delay between consecutive stages starting to deliver benefits (See S-Curve below)
Ramp-up defines the time it takes for all ideas to move through that stage (0-100%) (See S-Curve below)
Hint: Use the reset button in the toolbar to revert to previously saved values, in case you unintentially overwrite targets.


When you have set all the targets required, click the Update button to save your changes. Any bottom-up values set will not be adjusted.


Note: All aggregated values are read-only and will reflect in real time without having to save/update.

S-Curve

Navigate to the Chart tab to see the S-Curve generated from the target data that you have entered in the previous step.



Lag affects the time delay between consecutive stages starting to deliver benefits
Ramp-up defines the time it takes for all ideas to move through that stage (0-100%)
Toggle to add Bottom up targets to the S-Curve
Select whether to see Financial benefit targets or Non-financial benefit targets
Navigate to bottom up target setting page

Next Steps

Now that you have configured the pipeline targets top-down, the next step is to adjust them bottom-up if required.