Understanding Strategic Priorities, Goals, and Perspectives
Strategic Priorities, Goals, and Perspectives are fundamental elements of your organization's strategic planning process. They provide a clear direction for your company's efforts and help align your teams toward achieving common objectives.
- Customer Satisfaction: Focuses on how well your organization meets customer needs and expectations
- Finance: Examines your organization's financial health and performance
- Operational: Evaluate your organization's efficiency and effectiveness in executing its operations
- Organizational Capacity: Assesses your organization's ability to adapt, grow, and achieve its goals
Creating Strategic Priorities:
- Navigate to Perform → Strategy → Priorities
- Click +Add button
- Strategic Priority: Determine the critical areas that will drive your organization's
success - Strategic Result: Create concise and impactful statements that capture your overarching goals.
- Color: Select a color to make the Strategy Map more visually appealing and easier to understand
- Define Strategic Goals: Select the objectives that align with your strategic priorities
- Click Save to add the strategic priority or Cancel to discard any changes
You can edit and delete the priority by using the corresponding icons.
Defining Strategic Goals:
- Navigate to Perform → Strategy → Goals
- Click on the + Add button
- Select a Strategic Perspective and add a relevant strategic goal to it
- Provide a
clear and concise name for the strategic goal and click the checkmark icon ✓ to finalize the creation of the strategic goal - You can remove the goal by clicking the cross ❌ icon
Congratulations! You've successfully defined your strategic priorities and goals. Next, explore how these elements are visualized and interconnected within the Strategy Map.