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

Overview

You’re ready to share your Strategy and share it across stakeholders, teams, or the entire organization to discuss long term goals and drive short term execution. When publishing, you have the option to format your Strategy based on the templates available to create an elegant Strategy on a page. 

Publish a Strategy

1. Navigate to https://strategy.myworkboard.com/
2. Select the strategy you'd like to publish
3. Click the Publish button on the righthand corner of the page
   
   
4. Select a publishing template on the right hand side of the page. The publishing options available include:
   Strategic Pillars: Presents only your pillar names
   Pillars & Outcomes: Presents your pillars above associated outcomes 
   
   
5. Click Select
6. Edit the template name by clicking the pencil icon at the top of the page
7. Click Save

Download Strategy

1. To download a PDF of the published strategy, click the three dots on a strategy
2. Click Download as PDF