Module 1: Define
Strategy on a page
Prepare a coherent strategy by defining your ambition, focus areas, and list of key initiatives.
Once active, this module shows each initiative's latest status (from the progress tracker) so leaders can quickly see where they need to lean in.
Module 2: Articulate
Initiative charters
Leaders provide their teams with initiative specifics before kicking off the work to ensure teams work on the most important things, with no effort wasted.
Charters include the problem statement, team, scope (in & out), risks & dependencies, deliverables, impact, and timeline.
Initiative charters must be approved by leaders to ensure that the initiative will drive progress towards the overall ambition.
Module 3: Execute
Progress tracker
At a cadence chosen by the strategy master, teams provide a short initiative update.
The progress tracker includes an overall status drop-down, along with brief text updates on progress, roadblocks, and next steps for each initiative.
Notifications
Automated notifications
Teams are reminded via email to complete their progress tracker regularly, increasing accountability and visibility.
If they fail to provide an update in time, their initiative appears "blocked" and leaders reach out - a mistake teams will only want to make once!
Updates
Progress update
To increase visibility and accountability, the tracker is sent across the strategy team (and to other leaders) once the deadline passes.
Leaders can quickly understand how initiatives are progressing, and identify where they should lean in to provide more support.
USER LEVELS
User roles designed to deliver your strategy
User permissions are designed to mirror key business roles, enabling your teams to stay organized and accountable for progress.
While any user can view everything in a given strategy, they can only edit elements that are relevant to their specific role.
Strategy Master
oversees creation & tracking of the whole strategy
Initiative Owner
responsible for day-to-day initiative leadership
Initiative Sponsor
reviews & approves initiative charter; removes roadblocks
Team Member
brings initiative to life; reports on progress
GET STARTED
Ready to get going?
Define your strategy and bring it to life.
