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
Select the Cover Image you want to use for that strategy.
Use an image size of 1600 pixels in width and 400 pixels in height to ensure it fits properly.
You must choose a Department: select Public Impact
Press Next
You arrive on the Edit Strategy Canvas page
From there you can
1. Add Progress Trackers and Outcomes to each stage of the Strategy.
  1. Click Choose from Library
  2. For Activity Trackers and Engagement Trackers: a dropdown list of metrics appears. Select a metric
  3. Click Choose from Library again to choose another one
  4. For Outcomes - a popup appears - use the navigation in the first column to find a group of outcomes, then pick an outcome from the 2nd column and click Add to board
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 arrows next to the Remove button
Press Save Changes
You arrive on the Strategy template page

Relates pages