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You can create several Strategy Templates and add existing Outcomes and Progress Trackers to them.

Steps

Tip: Create your Outcomes and Progress Trackers first. Then add them to your Strategy Template.

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  1. Select Create in the top menu

  2. Select More Options

  3. Select Strategy

  4. You arrive on the Strategy Template Details page

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  5. Give the Strategy a name

  6. You must choose a Department: select Public Impact

  7. Press Next

  8. You arrive on the Edit Strategy Canvas page

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  9. From there you can

    1. Add Progress Trackers and Outcomes to each stage of the Strategy

    2. Remove metrics from a stage by pressing the Remove button

    3. Change the order of metrics within each stage (column) by using the up/down arrow next to the Remove button

  10. Press Save Changes

  11. You arrive on the Strategy template page

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Relates pages