Overview

Congrats! You’re ready to set a long-range strategy. You may want to drive business unit, product, and/or go-to-market outcomes across the organization, or unlock ambition and create ownership across the company. Regardless of the strategy you’d like to set, the importance of connecting the company’s long-term vision to near-term measurable outcomes is clear. 

Create a Strategy

1. Navigate to https://strategy.myworkboard.com/
2. If you haven’t set a Strategy yet, click Set your first Strategy. If you’ve already set a Strategy, click on Set new strategy. 
3. Fill out the fields
   Strategy name: Create a name for your Strategy
   Time horizon: Select either a pre-selected fiscal year compilation ranging from 2-5 years, or select a custom date range
   Strategy type: Choose a Strategy type from the dropdown that most closely aligns to your vision
   Iteration cadence: Select whether you’d like to iterate on your Strategy Annual, Biannual, Quarterly, or Monthly
4. Select Get Started
5. (Optional) To quickly add more context to your strategy, click Add additional details 
1. (Optional) Search and select the strategy or strategies you’d like to link to your strategy
2. Click Next
3. (Optional) Search for and select people you’d like to add to your strategy
4. Click Next
5. (Optional) Add strategy narrative by clicking Add narrative and then clicking Start strategy or click Skip for now 

Add Mission, Vision, and Values

Articulate where you want to be and the principles that will get you there with optional mission, vision, and values.

You might use this when crafting a company, product, or business unit long range strategy.

1. Click Overview
2. Select Get started
   
   
3. Fill out the Mission text box with a statement that articulates the strategy's purpose
4. Enter your Vision, the big picture of what you want to achieve
5. Enter a Value by word or short phrase, and then press enter or return on your keyboard. You can add as many values as you like. 
   
   
6. Fill out a Narrative, with any trends or beliefs that inform your strategy
   
   
7. Choose Add to save your Mission, Vision, and Values

Add Strategy Pillars

When creating a pillar, ask the question: What would be true for our team to achieve our strategic vision?

1. Click the blue button Add pillar
   
2. Enter your Pillar name
3. Choose Add narrative to add commentary supporting your pillar
4. Select Add

Pillar Outcomes

The outcomes are the resulting business results if the Strategy is achieved.

1. Click Add outcome
2. Describe your outcome
   
   
3. To add other supporting details to your outcome, click Advanced details
   Outcome: Name of outcome
   Target completion: Target date of meeting outcome
   Target value: The measured target value depending on selected unit of measurement
   Unit of measurement: Select unit measured between Count as percentage, Count as number, Count as currency
   Who will measure progress?: Assign the outcome to appropriate owner
   
   
4. (Optional) To connect existing Key Results to the outcome, click Link key results
5. (Optional) Search for and select key results to link to the outcome
   
6. (Optional): Select the check box to include closed objectives. 
7. (Optional): Choose Link
8. Click Add

Pillar Assumptions

Assumptions are what must be true in order for the team to achieve the Strategy.

1. Click Add assumption
2. Describe your assumption
3. To add other supporting details to your assumption, click Advanced details
   
   Assumption: Name of assumption
   Time horizon: Date by which assumption validity will be addressed
   Who will evaluate validity?: Assign user who will be responsible for evaluating validity
   
4. (Optional) To connect existing Key Results to the assumption, click Link key results
5. (Optional) Search for and select key results to link to the assumption 
6. (Optional) Choose Link
7. Click Add

Pillar Investment Plans

Investment plans are the areas that the team must dedicate funding, resources, or time to be setup for success in achieving the strategy.

1. Click Add investment target
2. Describe your investment target
3. To add other supporting details to your assumption, click Advanced details
   
   Investment target: Described investment target
   Target value: The measured target value depending on selected unit of measurement
   Unit of measurement: Select unit measured between Count as percentage, Count as number, Count as currency
   Who will track investment?: Assign the outcome to appropriate owner
   
4. (Optional) To connect existing Key Results to the assumption, click Link key results
5. (Optional) Search for and select key results to link to the assumption 
6. (Optional) Choose Link
7. (Optional) To link or upload an existing plan, click Link or upload existing plan
   
8. (Optional) Paste a URL and name plan or Upload file
   
   
9. Click Add
   

Pillar Risks

Risks are potential blockers that prevent the strategy from being realized to its full extent. 

1. Click Add risk
2. Title your risk
3. To add other supporting details to your risk, click Advanced details
   Risk: Title risk
   Mitigation Plan: Description of how to reduce impact and likelihood of the risk
   Time horizon: When you anticipate to mitigate this risk by
   Who will manage the risk?: Person responsible for evaluating and addressing the risk
   How often?: How frequent the risk should be evaluated
   (Optional) Upload evidence: Supporting documentation to aid in mitigation efforts
   (Optional) Align key results: Select key results that influence realization of the risk
4. Click Save

Pillar Linked Objectives

Linked Objectives capture the shorter term OKRs that are influenced by and drive the execution fo this longer range strategy. 

1. Click Link Objectives
2. Search for and select objectives you’d like to link
   (Optional): Select the check box to include closed objectives. 
   
   
3. Click Link

Pillar Attachments

Attachments are any work products or artifacts that are related to your strategy. 

1. Click Add attachment
   
   
2. To add an external link paste the URL and name the link
3. To upload a file, click Or Upload File and add a document from your computer
4. Click Done

Frequently Asked Questions

Do aligned Objectives impact the progress of the outcome/pillar achievement?

Aligned Objectives do not impact the progress of the outcome/pillar achievement unless the progress is update manually or if the Automate outcome progress via aligned key results option is selected.