Strategic organization plan development and information present system and method

• US 20040068429A1
• Filed: 04/02/2003
• Published: 04/08/2004
• Est. Priority Date: 10/02/2001
• Status: Abandoned Application

• Current Assignee: Ian D. Macdonald
• Original Assignee: Ian D. Macdonald
• Inventors: MacDonald, Ian D
• Application Number:
  US10/398,504
• Publication Number:
  US 20040068429A1
• Time in Patent Office: Days
• US Class Current: 705/10
• CPC Class Codes: G06Q 10/0637 Strategic management or analysis, e.g. setting a goal or target of an organisation; Planning actions based on goals; Analysis or evaluation of effectiveness of goals
• CPC Class Codes: G06Q 10/0639 Performance analysis of employees; Performance analysis of enterprise or organisation operations
• CPC Class Codes: G06Q 10/06393 Score-carding, benchmarking or key performance indicator [KPI] analysis
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 30/0201 Market modelling; Market analysis; Collecting market data

Abstract

The invention is a system and method for developing a strategic organization plan and for presenting the information associated with such plan through the use of a computer spreadsheet-based presentation system. The invention combines Strategic Performance Measurement Consulting, which uses a modified version of the “Balanced Business Scorecard” system, with spreadsheet application technology to create an information presentation system that can he implemented on a single workstation, or through the use of a computer network, an intranet, or the internet, can he accessed and used by all of the organization'"'"'s decision makers, including the organization'"'"'s rank and file employees.

Claims

1. A method of presenting business analysis information, said method comprising the steps of:

(a) providing a computer system;

(b) installing a computer enabled spreadsheet application onto said computer system, said spreadsheet application comprised of at least one worksheet screen, said at least one worksheet screen comprised of data cells;

(c) developing and installing macros into said spreadsheet application for operating said spreadsheet application;

(d) identifying performance indicators for a business;

(e) assigning each of said performance indicators to at least one of said data cells;

(f) quantifying a performance expectation for each of said performance indicators;

(g) modifying at least one of said spreadsheet application macros with each of said performance expectations;

(h) inputting performance indicator data corresponding to each of said performance indicators into said spreadsheet application;

(i) comparing each said performance indicator with each said performance expectation associated with said performance indicator by using at least one of said spreadsheet application macros; and

(j) displaying said performance indicators data on said computer system.

2. The method of claim 1, wherein said displaying step further comprises the step of:

classifying said performance indicators data according to whether said performance indicators data meet plan expectations, do not meet plan expectations but are within an approved variance away from said plan expectations, or differ from said plan expectations by more than said approved variance.

3. The method of claim 2, wherein said displaying step further comprises the step of:

displaying said classified performance indicators data by using different colors to indicate whether said performance indicators data meet said plan expectations, do not meet said plan expectations but are within said approved variance away from said plan expectations, or differ from said plan expectations by more than said approved variance.

4. The method of claim 1, wherein said identifying step further comprises the step of identifying leading and lagging performance indicators for a business.

5. A method of implementing a strategic business plan for an organization, said method comprising the steps of:

(a) developing a business performance model for an organization from a financial perspective, a customer perspective, an internal business process perspective, and an organizational learning perspective, said business model yielding results that include the identification of performance indicators for said organization;

(b) developing a computer enabled spreadsheet-based information presentation system using the results of said business model; and

(c) entering an organization'"'"'s financial and non-financial data corresponding to said performance indicators into said spreadsheet-based information presentation system, said spreadsheet-based information presentation system being adapted to automatically analyze and display said financial and non-financial data.

6. The method of claim 5, wherein said business model developing step includes the steps of:

(a) developing a vision statement for an organization;

(b) developing a strategy statement for an organization;

(c) developing strategic thrusts for an organization; and

(d) developing success factors for said financial perspective, said customer perspective, said internal business process perspective, and said organizational learning perspective, said success factors used for developing said performance indicators.

7. The method of claim 5, further comprising the steps of:

(a) assigning a target value to each of said performance indicators, said ,target value indicating that said performance indicator has at least met organization expectations;

(b) assigning at least one variance to each of said target values, each of said variances either indicating that said performance indicator data was within an acceptable tolerance or outside an acceptable tolerance; and

(c) assigning color-coding to each said target value and each said variance.

8. The method of claim 7, further comprising the steps of:

(a) identifying major cause and effect relationships;

(b) identifying leading measures of actions; and

(c) identifying lagging measures of desired outcomes.

9. The method of claim 8, further comprising the step of:

developing at least one spreadsheet screen for said spreadsheet-based information presentation system.

10. The method of claim 9, wherein said spreadsheet screen developing step includes:

(a) developing a main spreadsheet screen for said spreadsheet-based information presentation system;

(b) developing a cause and effect spreadsheet screen for said spreadsheet-based information presentation system;

(c) developing at least one performance indicator results spreadsheet screen for said spreadsheet-based information presentation system;

(d) developing at least one performance indicator description spreadsheet screen for said spreadsheet-based information presentation system;

(e) developing at least one performance indicator help spreadsheet screen for said spreadsheet-based information presentation system;

(f) developing at least one performance indicator targets spreadsheet screen for said spreadsheet-based information presentation system;

(g) developing at least one performance indicator action item spreadsheet screen for said spreadsheet-based information presentation system;

(h) developing a performance indicator action item status spreadsheet screen for said spreadsheet-based information presentation system;

(i) developing at least one performance indicator worksheet spreadsheet screen for said spreadsheet-based information presentation system;

(j) developing at least one data menu spreadsheet screen for said spreadsheet-based information presentation system; and

(k) developing at least one graphical presentation of data spreadsheet screen for said spreadsheet-based information presentation system.

11. The method of claim 10, further comprising the steps of:

(a) developing at least one macro in said spreadsheet-based information presentation system for analyzing and organizing said actual data;

(b) developing links in said spreadsheet-based information presentation system to assist in distributing said actual performance indicator data throughout said spreadsheet-based information presentation system;

(c) developing organization means in said spreadsheet-based information presentation system for organizing said spreadsheet-based information presentation system;

(d) developing a color-coding scheme for visually organizing said actual data of said performance indicators;

(e) inputting and importing said actual data of said performance indicators into said spreadsheet-based information presentation system;

(f) using said at least one macro for comparing said actual data of said performance indicators with said performance indicator target values and variances, and inserting said actual data into a user specified data cell based on said comparison and on said color-coding scheme; and

(g) presenting all information stored within the spreadsheet-based information presentation system on said spreadsheet screens.

12. The method of claim 11, wherein said information presenting step includes:

(a) displaying the relationships between said performance indicators on said cause and effect spreadsheet screen;

(b) displaying detailed information regarding said performance indicators on each of said results spreadsheet screen;

(c) communicating to a user why a user selected performance indicator is important to said user through said user'"'"'s selection of said description spreadsheet screen associated with said user selected performance indicator;

(d) displaying information to said user regarding means for acquiring further assistance with said spreadsheet-based information presentation system through said user'"'"'s selection of any of said help spreadsheet screens;

(e) displaying threshold values for a user selected performance indicator through said user'"'"'s selection of said targets spreadsheet screen associated with said user selected performance indicator;

(f) displaying the status of all strategic action items associated with a user selected performance indicator through said user'"'"'s selection of said action item spreadsheet screen associated with said user selected performance indicator;

(g) displaying the status of all strategic action items associated with all of said performance indicators to a user through said user'"'"'s selection of said action item status spreadsheet screen;

(h) displaying actual performance indicator data and said performance indicator target values for a user selected performance indicator through said user'"'"'s selection of said worksheet spreadsheet screen associated with said user selected performance indicator; and

(i) providing a convenient link to access and display said actual performance indicator data for each of said performance indicators having data stored in said spreadsheet-based information presentation system through a user'"'"'s selection of said data menu spreadsheet screen.

13. An information presentation system for displaying performance indicators, comprising:

(a) a computer system having computer memory mean for storing data and instructions, and a display system for displaying said information presentation system to a user; and

(b) computer software applications having a computer operating system, and an electronic spreadsheet application, said electronic spreadsheet application having a graphical user interface means for accessing and navigating said information presentation system.

14. The information presentation system of claim 13, further comprising:

user controlled means for inserting, modifying, and displaying the information presentation system data contained within the electronic spreadsheet application.

15. The information presentation system of claim 13, further comprising:

electronic spreadsheets, said electronic spreadsheets being customized to contain user-specific information and data, said electronic spreadsheets having user-customized electronic features installed, said electronic spreadsheets capable of being displayed on said display system.

16. The information presentation system of claim 15, wherein said user-specific information and data includes:

organization performance indicators.

17. The information presentation system of claim 16, wherein said electronic spreadsheets include:

(a) at least one cause and effect relationship electronic spreadsheet, said cause and effect relationship electronic spreadsheet organizing the cause and effect relationships between said organization performance indicators;

(b) at least one general electronic spreadsheet associated with at least one of said organization performance indicators;

(c) at least one specific electronic spreadsheet associated with at least one of said organization performance indicators;

(d) at least one assistance information electronic spreadsheet; and

(e) at least one worksheet, with each of said at least one worksheets being a centralized data location for at least one of said performance indicators.

18. The information presentation system of claim 17, wherein said electronic features of said electronic spreadsheets include:

user specific electronic spreadsheet macros.

19. The information presentation system of claim 13, further comprising electronic spreadsheet macros, said macros organize the access to and the display of said information presentation system data by linking said electronic spreadsheets.

20. A system, said system comprising:

(a) a computer-enabled spreadsheet application;

(b) means for importing business data into said spreadsheet application;

(c) a spreadsheet architecture including a presentation sheet and at least one worksheet, said presentation sheet and said at least one worksheet having at least one data cell, said presentation sheet and said at least one worksheet being in linked relationship; and

(d) macro means programmed into said spreadsheet application for analyzing said business data by comparing said business data to at least one preselected business goal to produce comparison results, for distributing said business data and said comparison results to said data cells, and for highlighting said comparison results.

21. The system as recited in claim 20, wherein said business data is classifiable by a relationship to at least one performance indicator of plural performance indicators, and wherein said at least one worksheet is plural worksheets, each worksheet of said plural worksheets being associated with a performance indicator of said plural performance indicators, and wherein said spreadsheet architecture further comprises a cause and effect sheet in linked relationship to said plural worksheets and to said presentation sheet having a plurality of data cells, said cause and effect sheet presenting relationships among said plural performance indicators.

22. The system as recited in claim 20, wherein said macro means has means for color- coding to highlight said results so that, when said business data is imported by said importing means into said spreadsheet application and said macro means produces said comparison results from said business data, said results are highlighted by color-coding.

23. The system as recited in claim 20, wherein said spreadsheet architecture further includes a plurality of drill down sheets associated with at least one of said performance indicators for presenting more specific information associated with said at least one of said performance indicators, each of said drill down sheets in linked relationship to at least one other of said drill down sheets of said plurality of drill down sheets and in linked relationship to the cause and effect sheet, the presentation sheet, and the worksheets, each of said drill down sheets having a plurality of data cells.

24. The system as recited in claim 20, wherein said spreadsheet architecture further includes at least one goal sheet associated with at least one of said performance indicators for presenting user assigned goals for each of said at least one of said performance indicators, each of said at least one goal sheet in linked relationship to at least one of said plural worksheets and to said presentation sheet, each of said at least one goal sheet having a plurality of data cells.

25. A method of implementing a strategic business plan for an organization, said method comprising the steps of:

(a) developing a balanced business scorecard for an organization from a financial perspective, a customer perspective an organizational learning perspective, and an internal organization process perspective, said organization having a plurality of users;

(b) developing a computer enabled spreadsheet-based information presentation system using the results of said business scorecard, said computer enabled spreadsheet-based information presentation system having a plurality of spreadsheet screens, said business scorecard results include the identification of leading and lagging key performance indicators and key strategic action items for said organization, wherein said computer enabled spreadsheet-based information presentation system is developed by utilizing a systematic computer code building method whereby many iterations of the computer code are build quickly and accurately; and

(c) entering organization financial and non-financial data corresponding to said key performance indicators into said spreadsheet-based information presentation system, said data being actual results associated with said key performance indicators, said spreadsheet-based information presentation system automatically analyzing said financial and non-financial data and displaying said data, wherein the displaying of said data includes the ability of said plurality of users to observe trends in said actual results of said key performance indicators, to compare said actual results of said key performance indicators against performance expectations previously assigned to said key performance indicators by said organization, and to prepare forecasts of future actual results of said key performance indicators against future performance expectations assigned to said key performance indicators.

26. The method as recited in claim 25, wherein said balanced business scorecard developing step includes the steps of:

(a) developing a vision statement for an organization;

(b) developing a strategy statement for an organization;

(c) developing strategic goals for an organization; and

(d) developing critical success factors for said financial perspective, said customer perspective, said organizational perspective, and said internal organization process perspective, said critical success factors being used for developing said key performance indicators within the four perspectives of the Balanced Business Scorecard.

27. The method as recited in claim 26, further comprising the steps of:

(a) assigning a goal value to each of said key performance indicators, each of said goal values indicating current organization expectations for each of said key performance indicators;

(b) assigning at least one variance to said each of said goal values, each of said at least one variance indicating an organization acceptable tolerance away from each of said goal values; and

(c) assigning color coding to each said goal value and each said variance.

28. The method as recited in claim 27, further comprising the steps of:

(a) identifying major cause and effect relationships,

(b) identifying leading measures of actions;

(c) identifying strategic action items; and

(d) identifying lagging measures of desired outcomes.

29. The method as recited in claim 25, said a computer enabled spreadsheet-based information presentation system developing step further comprises the steps of:

(a) developing a main spreadsheet screen for said spreadsheet-based information presentation system, said main spreadsheet screen having a plurality of business strategy variables selected from a group consisting of strategic thrusts, critical success factors, financial perspectives, customer perspectives, organizational learning perspectives, and internal organization process perspectives, wherein each of said leading and said lagging key performance indicators are associated with at least one of said plurality of business strategy variables;

(b) developing a cause and effect spreadsheet screen for said spreadsheet-based information presentation system, said cause and effect spreadsheet screen providing said user with information regarding the cause and effect relationships between said key performance indicators, wherein said leading key performance indicators are displayed in a highlighted fashion to distinguish said leading key performance indicators from said lagging key performance indicators;

(c) developing a user selected key performance indicator results spreadsheet screen for said spreadsheet-based information presentation system, said user selected results spreadsheet screen providing said user with a first level drill-down of information related to said actual results obtained for, and said goal value

(d) developing a user selected key performance indicator description spreadsheet screen for said spreadsheet-based information presentation system, said user selected key performance indicator description spreadsheet screen providing information to said user explaining the importance of said selected key performance indicator;

(e) developing a user selected key performance indicator help spreadsheet screen for said spreadsheet-based information presentation system, said user selected key performance indicator help spreadsheet screen providing said user with information regarding usage of said spreadsheet-based information presentation

(f) developing a user selected key performance indicator targets spreadsheet for said spreadsheet-based information presentation system, said user selected key performance indicator targets spreadsheet screen providing the user with information concerning said at least one variance and said color coding assigned to said selected key performance indicator;

(g) developing a user selected key performance indicator action item spreadsheet screen for said spreadsheet-based information presentation system, said user selected key performance indicator action item spreadsheet screen providing the user with the ability to assign said identified strategic action items to said user selected key performance indicator action item spreadsheet screen and for providing said user with the ability to monitor said identified strategic action items so assigned;

(h) developing a key performance indicator action item status spreadsheet screen for said spreadsheet-based information presentation system;

(i) developing at least one user selected key performance indicator worksheet spreadsheet screen for said spreadsheet-based information presentation system, each of said user selected key performance indicator worksheet spreadsheet screens being used to provide the level of information requested by said user of said spreadsheet-based information presentation system; and

(j) developing a data menu spreadsheet screen of said spreadsheet-based information presentation system, wherein each of said plurality of spreadsheet screens is customizable to meet said user'"'"'s information needs.

30. The method as recited in claim 29, further comprising the steps of:

(a) developing at least one macro in said spreadsheet-based information presentation system for analyzing and organizing said actual data;

(b) developing links in said spreadsheet-based information presentation system to assist in distributing said actual results of said key performance indicators data throughout said spreadsheet-based information presentation system;

(c) developing organization means in said spreadsheet-based information presentation system for organizing said spreadsheet-based information presentation system;

(d) inputting said actual results of said key performance indicators data into said spreadsheet-based information presentation system, said inputting includes the importation of said actual data;

(e) using said least one micro for comparing said actual result of each of said key performance indicators with the appropriate said assigned goal value for said key performance indicator and also with said at least one variance, and inserting said actual result into a user specified data cell based on said comparison; and

(f) presenting all information stored within the spreadsheet-based information presentation system on said plurality of spreadsheet screens.

31. The method as recited in claim 30, wherein said information presenting step includes:

(a) displaying the relationships between said key performance indicators on each of said cause and effect spreadsheet screens;

(b) displaying detailed information regarding said key performance indicators on each of said results spreadsheet screens;

(c) communicating to a user why a user selected key performance indicator is important to said user through said user'"'"'s selection of said description spreadsheet screen associated with said user selected key performance indicator;

(d) displaying information to said user regarding means for acquiring further assistance with said spreadsheet-based information presentation through said user'"'"'s selection of said help spreadsheet screen;

(e) displaying threshold values for a user selected key performance indicator through said user'"'"'s selection of said targets spreadsheet screen associated with said user selected key performance indicator;

(f) displaying the status of all strategic action items associated with all user selected key performance indicator through said user'"'"'s selection of said action item spreadsheet screen associated with said user selected key performance indicator;

(g) displaying the status of all strategic action items associated with all of said key performance indicators to a user through said user'"'"'s selection of said action item status spreadsheet screen;

(h) displaying actual key performance indicator data and said performance indicator goal values for a user selected performance indicator through said user'"'"'s selection of said worksheet spreadsheet screen associated with said user selected key performance indicator; and

(i) providing a convenient link to access and display said actual key performance indicator data for each of said key performance indicators having data stored in said spreadsheet-based information presentation system through a user'"'"'s selection of said data menu spreadsheet screen.

32. An information presentation system for displaying key performance indicators, comprising:

(a) a computer system, said computer system having a computer memory means for storing data and instructions and a display system for displaying information for said information presentation system to a user, said display system having a graphical user interface mean for accessing and navigating said information presentation system;

(b) computer software applications carried by said computer system said computer software including a computer operating system, and an electronic spreadsheet application having a plurality of spreadsheet screens; and

(c) user controlled means for inserting, modifying, and displaying the information presentation system data contained within said information presentation system on said plurality of spreadsheet screens, said information presentation system data being associated with leading and lagging strategic performance indicators, wherein said user controlled means utilizes a systematic computer code building method whereby many iterations of the computer code are built quickly and accurately, wherein said user controlled means allows said displaying of said data to provide said user the ability to observe trends in the actual result of each of said leading and lagging strategic performance indicators, compare said actual result of each of said leading and lagging strategic performance indicators against an expected result previously assigned to said each of said leading and lagging strategic performance indicators by said user, and prepare forecasts of a future actual result of said each of said leading and lagging strategic performance indicators against a future expected result assigned to said each of said leading and lagging strategic performance indicators by said user, wherein said user controlled means associated a color coding scheme with each expected result for said each of said leading and lagging strategic performance indicators whereby each cell in which said actual result of said each of said leading and lagging strategic performance indicators is displayed on said plurality of spreadsheet screens is either green if said actual result of said each of said leading and lagging strategic performance indicators is not below said expected result, yellow if said actual result is below said expected result but said actual result is within a variance assigned by said user to said expected result, or red if said actual result is below said expected result and is outside said variance, wherein, if said expected result is changed by said user, said user controlled means will automatically change the color coding of each of said cells which contain an actual result that falls within a different portion of the color coding scheme, wherein if said variance is changed by said user, said user controlled means will automatically change the color coding of each of said cells which contain an actual result that falls within a different portion of the color coding scheme, wherein said user controlled means allows for the tracking of either a positive or a negative actual result of said each of said leading and lagging strategic performance indicators and compares said positive or said negative actual result against said expected result previously assigned to said each of said leading and lagging strategic performance indicators by said user regardless of whether an above said expected result or below said expected result is a positive outcome for said user, wherein said user controlled means allows for the inserting, modifying, and displaying of said information presentation system data through web based means, wherein said user controlled means provides navigational buttons which allow said user to easily navigate between said plurality of spreadsheets and which allow for the maximization of the capacity of each of said plurality of spreadsheets, wherein said user controlled means provides print buttons which allow said user to easily print any of said plurality of spreadsheet screens, wherein said user controlled mean provides freeze and unfreeze buttons which allow said user to easily view and scroll said information presentation system data displayed on said any of said plurality of spreadsheets screens, wherein said user controlled means provides an interface between said information presentation system and said user'"'"'s e-mail system so that said user can electronically transmit said any of said plurality of spreadsheet screens as an e-mail attachment, wherein said user controlled means uses the graphing capabilities of said electronic spreadsheet application so that custom built graphs can be created showing said information presentation system data, including said actual results, said expected results, said variances, and said color scheme.

33. The information presentation system as recited in claim 32, further comprising:

(a) at lest one link said user'"'"'s organization'"'"'s planning and budgeting functions and said strategic performance indicators; and

(b) at least one link between said user'"'"'s organization'"'"'s human resources functions and said strategic performance indicators.

34. The information presentation of claim 32, wherein said information presentation system further comprises an electronic database having graphing features, said graphing features being accessible to and used by said user controlled means, said electronic database being easily used and navigated through the use of said navigational buttons.

35. The information presentation system as recited in claim 32, wherein said information presentation system further comprises a means for developing a business strategy.

36. The information presentation system as recited in claim 35, wherein said business strategy means uses a business strategy scorecard system as a tool for facilitating communications during a business strategy consultation phase prior to the implementation of said information presentation system is the organization of said user so that the parameters needed by said information presentation system can be developed and the needs of said information presentation system data can be determined early in said business strategy consultation phase, thereby allowing for quicker extraction of the data needed by said information presentation system from said user'"'"'s organization.

37. The information presentation system as recited in claim 36, wherein said business strategy scorecard system assists in developing said leading and lagging strategic performance indicators, each said expected result for each of said leading and lagging strategic performance indicators, each said variance associated with each of said leading and lagging strategic performance indicators and key strategic action items, said key strategic action items being key strategic initiatives undertaken by said user'"'"'s organization.

38. The information presentation system as recited in claim 36, wherein said information presentation system displays said information presentation system data in an executive display format, wherein said executive diary format allows said user to view said data that is associated with said leading and lagging strategic performance indicators and key strategic action items.

39. The information presentation system as recited in claim 37, wherein the channels of communication concerning said business strategy as developed by said business strategy means and as presented by said information prevention system is enhanced by the organization-wide computer access to said data and information presented by said information presentation system and by focusing the business strategy meetings held by said user'"'"'s organization to said data associated with said strategic performance indicators and said key strategic action items.

40. The information presentation system as recited in claim 37, wherein said plurality of spreadsheet screens further comprise:

(a) a main spreadsheet screen for said information presentation system, said main spreadsheet screen having a plurality of business strategy variables selected from a group consisting of strategic thrusts, critical success factors, financial perspectives, customer perspectives, organizational learning perspectives, and internal organization process perspectives, wherein of said leading and lagging key performance indicators are associated with at least one of said plurality of business strategy variables;

(b) a cause and effect spreadsheet screen for said information presentation system, said cause and effect spreadsheet screen providing said user with information regarding the cause and effect relationships between said key performance indicators, wherein said leading key performance indicators are displayed in a highlighted fashion to distinguish said leading key performance indicators from said lagging key performance indicators;

(c) at least one user selectable key performance indicator results spreadsheet screen for said information presentation system, said user selectable results spreadsheet screen providing said user with a first level drill-down of information related to said actual results obtained for, and said goal value assigned to, said selectable key perforce indicator;

(d) at least one user selectable key performance indicator description spreadsheet screen for said information presentation system, said user selectable key performance indicator description spreadsheet screen providing information to said user explaining the importance of said selectable key performance indicator;

(e) at least one user selectable key performance indicator help spreadsheet screen for said information presentation system, said user selectable key performance indicator help spreadsheet screen providing said user with information regarding usage of said information presentation system;

(f) at least one user selectable key performance indicator targets spreadsheet screen for said information presentation system, said user selectable key performance indicator targets spreadsheet screen providing the user with information concerning said at least one variance and said color coding assigned to said selectable key performance indicator.

(g) at least one user selectable key performance indicator action item spreadsheet screen for said information presentation system, said user selectable key performance indicator action item spreadsheet screen providing the user with the ability to assign said strategic action items to said user selectable key performance indicator action item spreadsheet screen and for providing said user with the ability to monitor said strategic action items so assigned;

(h) at least one user selectable key performance indicator action item status spreadsheet screen for said information presentation system;

(i) at least one user selectable key performance indicator worksheet spreadsheet screen for said information presentation system, each of said user selectable key performance indicator worksheet spreadsheet screens being used to provide the level of information requested by said user of said information presentation system;

(j) at least one user selectable data menu spreadsheet screen for said information presentation system; and

(k) means for inserting, modifying and displaying the information presentation system data contained within said information presentation system on said plurality of spreadsheet screen, said information presentation system data being associated with leading and lagging strategic performance indicators, wherein said user controlled means utilizes a systematic computer code building method whereby many iterations of the computer code are built quickly and accurately, wherein said user controlled means allows said displaying of said data to provide said user the ability to observe trends in the actual result of each of said leading and lagging strategic performance indicators, compare said actual result of each of said leading and lagging strategic performance indicators against an expected result previously assigned to said each of said leading and lagging strategic performance indicators by said user, and prepare forecasts of a future actual result of said each of said leading and lagging strategic performance indicators against a future expected result assigned to said each of said leading and lagging strategic performance indicators by said user, wherein said user controlled means associated a color coding scheme with each expected result for said each of said leading and lagging strategic performance indicators whereby each cell in which said actual result of said each of said leading and lagging strategic performance indicators is displayed on said plurality of spreadsheet screens is either green if said actual result of said each of said leading and lagging strategic performance indicators is not below said expected result, yellow if said actual result is below said expected result but said actual result is within a variance assigned by said user to said expected result, or red if said actual result is below said expected result and is outside said variance, wherein, if said expected result is changed by said user, said user controlled means will automatically change the color coding of each of said cells which contain an actual result that falls within a different portion of the color coding scheme, wherein if said variance is changed by said user, said user controlled means will automatically change the color coding of each of said cells which contain an actual result that falls within a different portion of the color coding scheme, wherein said user controlled means allows for the tracking of either a positive or a negative actual result of said each of said leading and lagging strategic performance indicators and compare said positive or said negative actual result against said expected result previously assigned to said each of said leading and lagging strategic performance indicators by said user regardless of whether an above said expected result or below said expected result is a positive outcome for said user, wherein said user controlled means allows for the inserting, and displaying of said information presentation system data through web based means, wherein said user controlled means provides navigational buttons which allow said user to easily navigate between said plurality of spreadsheets and which allow for te maximization of the capacity of each of said plurality of spreadsheets, wherein said user controlled means provides print buttons which allow said user to easily print any of said plurality of spreadsheets, wherein said user controlled means provides freeze and unfreeze buttons which allow said user to easily view and scroll said information presentation system data displayed on said any of said plurality of spreadsheet screens, wherein said user controlled means provides an interface between said information presentation system and said user'"'"'s e-mail system so that said user can electronically transmit said any of said plurality of spreadsheet screens as an e-mail attachment, wherein said user controlled means uses the graphing capabilities of said electronic spreadsheet application so that custom built graphs showing said information presentation system data, including said actual results, said expected result, said variances, and said color coding scheme, and wherein each of said plurality of spreadsheet screens is customizable to meet said user'"'"'s business and information needs.

41. The information presentation system as recited in claim 38, wherein said executive diary format allows said user to focus on said key strategic action items so that they are not overlooked by said users of said information presentation system can be readily noted for discussion during management meetings at said user'"'"'s organization.

42. The information presentation system as recited in claim 40, wherein said user controlled means for comprises a plurality of macros written into said information presentation system, said macros being written into said information presentation system by using a rapid replicated code technology, said rapid replicated code technology being a systematic computer code building method whereby many iterations of the computer code are built quickly and accurately.