Create a strategy template

Owned by Matt Kepple
Last updated: Dec 21, 2022 by Divyum Goel (Unlicensed)
1 min read

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.

  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

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