You can create a strategy template.

Steps

1. Select Create in the top menu

2. Select More Options

3. Select Strategy

4. You arrive on the Strategy Template Details page

   

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

   

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

    

Relates pages

• Add a strategy to a project