Create a strategy template
- Matt Kepple
- Divyum Goel (Unlicensed)
Owned by Matt Kepple
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.
Select Create in the top menu
Select More Options
Select Strategy
You arrive on the Strategy Template Details page
Give the Strategy a name
You must choose a Department: select Public Impact
Press Next
You arrive on the Edit Strategy Canvas page
From there you can
Add Progress Trackers and Outcomes to each stage of the Strategy
Remove metrics from a stage by pressing the Remove button
Change the order of metrics within each stage (column) by using the up/down arrow next to the Remove button
Press Save Changes
You arrive on the Strategy template page
