Strategy

Strategy management is crucial in defining the direction and goals an organization aims to achieve. Utilizing projects to support strategic objectives is critical to effective organizational management and long-term success. Projects are tools for implementing the strategy and transforming the organization’s vision into particular results.
Strategic projects enable an organization to actualize its vision and concentrate on the most crucial areas for success. These projects provide a pathway to accomplish the intended strategic goals. They can be monitored for progress and outcomes, allowing for continuous adjustment of activities to ensure the achievement of the set goals. Working on strategic projects can be both inspiring and mobilizing for the team. When team members realize their efforts contribute directly to the organization’s vision and goals, they feel more motivated and committed.

Goals and Indicators

Goals View: This view provides a comprehensive overview of all your organization’s strategic goals. Each Goal is listed along with its essential details, such as its status, progress, and associated projects. This view allows you to track the progress of each Goal and see at a glance how well your organization is achieving its strategic objectives. You can also add, edit, or delete goals in this view.

Indicators View: This view focuses on each strategic Goal’s key performance indicators (KPIs). KPIs are quantifiable measures used to evaluate the success of an organization in meeting its strategic and operational goals. In the Indicators view, you can see the current value of each KPI, its target value, and the progress made toward reaching that target. This view helps you monitor your organization’s performance regarding its strategic goals.

Click the respective option under the Strategy tab to navigate between these views. Remember, these views are dynamic and will update as changes are made to the goals or indicators. They provide a powerful tool for strategic management and decision-making in your organization.

Define new strategy goal

1. From the tab menu bar, navigate to the Strategy tab.
2. Under the Strategy tab, click Add. A list of possible items to add will expand.
3. In the list of available options, select the Goal option.
4. The window for adding a Strategic goal will open.
5. Enter the name of the Strategic Goal.
6. Optional: Assign to a goal group, complete objective measures, enter a description, and assign projects.
7. Confirm the entered data by clicking the Save and Close button. The Goal has been added.

Assign a project to the strategy goal

1. From the tab menu bar, navigate to the Strategy tab.
2. Open an existing goal by clicking its name or create a new one.
3. In the Projects section of the goal window, click the add button.
4. Select your project from the list.
5. Choose the level of goal support and click the add button
6. Click the Save and Close button. The project now shows the Goal with its level of support.

Strategic goals structure

1. From the tab menu bar, navigate to the Strategy tab.
2. Click Add button
3. From the list, select the Group option.
   
4. Fill in other details like Group performing indicators, description, and projects.
5. Click the Save and Close button. Your new Strategy Goals Group will appear in the objectives list.
6. Go to the Strategy tab.
7. Open an existing goal or create a new one.
8. Click on Group to select a group of goals.
9. Choose the Group for your Goal and click Confirm.
10. Click Save and Close. Your Goal is now part of the selected Group.

Add KPIs of Strategic Goals

1. Go to the Strategy tab.
2. Open an existing goal or create a new one.
3. In the Indicators section, click the add button.
4. Enter the indicator name, define values (Initial State, Current State, Ending State), and assign dates.
5. Click Confirm and then Save and Close button. Your indicator is saved and displayed in the indicator View.