Update a Strategy

Note: WorkBoard Strategy is a separate add-on product. If you’re interested in WorkBoard Strategy, contact your CSM or sales representative. 

Overview

You’ve set a Strategy and some time has passed – based on the iteration cadence you selected, it’s time to add updates to your Strategy to reflect the progress and status of items supporting your pillars. 

Update a Strategy

  1. Navigate to https://strategy.myworkboard.com/
  2. Select the Strategy you’d like to update

Update Mission, Vision, and Values

  1. Select Overview
  2. Click the Pencil iconmceclip0.png
    mceclip1.png
  3. Adjust each section as necessary
  4. Select Add

Update Outcomes

  1. Hover over the outcome and click View & Update
    mceclip0.png
  2. Click Update progress and update the actual progress by entering the value in the “Actual” field, or dragging the slider accordingly.
    mceclip1.png
  3. Click Update progress to save changes
  4. (Optional) Add a comment below Activity and press enter to save

Update Assumptions

  1. Hover over the assumption and click View & Update
    mceclip2.png
  2. Click Update status 
  3. Select Unknown, Proven, or Disproven
    mceclip3.png
  4. Select Update Status
  5. (Optional) Add a comment below Activity and press enter to save

Update Investment Plans

  1. Hover over the investment plan and click View & Update
    mceclip0.png
  2. Click Update progress and update the actual progress by entering the value in the “Actual” field, or dragging the slider accordingly.
    mceclip4.png

  3. Click Update progress to save changes
  4. (Optional) Add a comment below Activity and press enter to save

Update Risks

  1. hover over a risk and click View & Update
    mceclip1.png
  2. Add a comment below Activity and press enter to save

 

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