Manage Strategy Tree

Purpose

To manage the strategy tree of the organization and view key information related to every strategy

Performed By

• Lead Facilitator

Steps

1. Navigate to Strategy Tree

2. When you first create a strategy tree, there are no strategies in the tree yet. Click the +Add button to create the corporate strategy which is the level 1 strategy. Subsequently, all strategies are managed as follows.

3. Click on the ellipsis at the top right corner of any strategy to add a child or edit the strategy . Child strategies can be created only for level 1 and level 2 strategies.

4. Add strategy by clicking Add Child or edit the strategy by clicking Edit.

5. Enter or edit the information of the strategy, e.g. name, the scope of the strategy, description, strategy cadence etc.

6. Click Save

The strategy tree has three levels. The top-level of the strategy tree sets the guardrails for all other strategies of the organization.