Understanding Strategic Pillars, 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: This perspective focuses on the financial performance of the organization (e.g. Revenue Growth, Profitability)
• Operational: Evaluate your organization's efficiency and effectiveness in executing its operations (e.g Process Optimization, Quality Assurance)
• Organizational Capacity: Assesses your organization's ability to adapt, grow, and achieve its goals

Note: However, you can customize these perspectives to align with your organization's specific strategic direction.

1. Navigate to Perform → Strategy → Pillars
2. Click +Add button to open Side Panel
3.  Strategic Pillar: Determine the critical areas that will drive your organization's
   success
4. Strategic Result: Create concise and impactful statements that capture your overarching goals.
5. Color: Select a color to make the Strategy Map more visually appealing and easier to understand
6. Define Strategic Goals: Select the objectives that align with your strategic priorities
7. Click Save to add the strategic pillar or Cancel to discard any changes
   

You can edit and delete the pillar by using the corresponding icons.

You can filter the pillars by choosing the perspective they are associated with from the dropdown menu.

On the Goals and Perspectives page within Strategy you can see the perspectives defined by your company. Next to each perspective the total number of their associated goals is displayed. To view these goals, click the arrow next to perspective. You can then organize these goals using drag-and-drop functionality.

At the bottom of the page, you'll find helpful links to relevant articles in our Help Center.

Defining Strategic Goals

1. Navigate to Perform →  Strategy → Goals
2. Click on the + Add button  to open Side Panel
3. Provide a clear and concise name for the strategic goal and its description
4. Choose a Strategic Perspective
5. Select the relevant strategic goal(s) within the chosen perspective and click Save

Congratulations! You've successfully defined your strategic pillars and goals. Next, explore how these elements are visualized and interconnected within the Strategy Map.