Top-down targets are mainly used in the initial diagnostic phases of the improvement program, when the overall opportunity (or gap) is defined but without a clear understanding of the detail initiatives in the program or how much each initiative will contribute towards the target.

A top-down target is based on an overall expected impact value by an expected date. Unlike bottom-up targets, there is no expectation set for each initiative – only for the overall team.

To set a top-down target, team leads (requires ‘Lead’ authority level) first create a target:

1. Select ‘Admin/Team Admin’ section from the ‘Admin’ dropdown list
2. Select ‘Team Targets’ from the menu option
3. Select ‘Create Target’ button
4. Complete ‘Create Target Info’ form

Once the target has been created, you can then select the target and see the target components:

In the selected target page, you will see options to:

• Create high level top-down target
• Create bottom-up target from the team’s initiatives

To create a top-down target,

1. Select  the ‘Create impact target’ button and
2. Complete the ‘Create impact target’ form

Top-down targets for a team are set by explicitly defining:

• Team: Selected team that target is being set for
• Improvement pipeline: Pipeline used by the target stage e.g., Transformation
• Stage: Selected from drop down list once the workflow has been selected
• Impact center: Selected from drop down list. Org for which target is being set for
• Impact element: Selected from drop down. Impact element defines the metric the target is being set for e.g., opex – power cost
• Impact type: Recurring vs one-off
• Target impact value: The expected target impact being set
• Target date: defined date that the time bound target is set for

Multiple top down targets can be set for a team for the same date e.g., a finance target and a physical, operation target such reduced downtime.

Once the target has been defined, you can use the target in all impact charts to instantly show progress against target: