Plan
Plan Overview
Last Updated: August 5, 2026Plan Module Overview The Plan module is where leadership teams define the long-term direction of the business and translate that vision into an actionable strategic plan. Located directly beneath the Dashboard, the Plan module provides a collaborative workspace for documenting your organization’s vision, setting long-term goals, planning annual priorities, analyzing the business, and tracking improvements...
Foundation Overview
Last Updated: July 28, 2026Foundation: Mission, Vision & Values The Foundation section of the Plan module is where you define the core principles that guide your organization. This includes your company’s Vision, Mission, and Core Values. These foundational elements provide clarity, align your team, and serve as the basis for long-term planning and decision-making. Accessing the Foundation Navigate to:...
Strategy Overview
Last Updated: July 30, 2026Strategy: Defining Annual Macro Goals The Strategy tab is where you begin building your organization’s annual strategic direction. It serves as a planning workspace for defining your long-term vision, annual objectives, and the initiatives that will help you achieve them. Rather than requiring every decision to be finalized immediately, the Strategy tab is designed as...
Setting BHAG
Last Updated: July 30, 2026Strategy: Setting Your BHAG A BHAG (Big Hairy Audacious Goal) is a long-term, aspirational objective that defines where your organization wants to be in the future. It provides a clear destination that guides strategic planning, annual priorities, and day-to-day decision-making. Within the Strategy tab, you can define one or more BHAGs and establish the target...
Setting Milestones
Last Updated: July 30, 2026Strategy: Creating Milestones & Targets Milestones are the major achievements your organization must accomplish on the way to reaching its BHAG (Big Hairy Audacious Goal). They bridge the gap between your long-term vision and your annual planning by breaking a large objective into measurable, time-based targets. Within the Strategy tab, you can define milestones for...
Setting Priorities
Last Updated: July 30, 2026Strategy: Planning Initiatives The Initiatives section of the Strategy tab is where you identify the strategic projects that will move your organization toward its annual milestones and long-term BHAG (Big Hairy Audacious Goal). During the early stages of planning, this section serves as a collaborative workspace where your leadership team can capture ideas, prioritize projects,...
SWOT Excerise
Last Updated: July 30, 2026Analysis: Conducting a SWOT Analysis The Analysis tab provides a collaborative workspace for completing a SWOT Analysis—evaluating your organization’s Strengths, Weaknesses, Opportunities, and Threats. A SWOT Analysis helps leadership teams better understand the current state of the business before finalizing strategic priorities, milestones, and initiatives. Many organizations complete this exercise early in the planning process...
Sharing Permissions (Plan Module)
Last Updated: July 28, 2026Managing Plan Sharing & Permissions The Share feature in the Plan module allows you to control who can view or edit each section of your company’s strategic plan. Permissions can be configured separately for every planning tab, giving you complete control over which information is available to different users. You can update permissions as you...
Analysis: Reordering SWOT Entries
Last Updated: August 4, 2026Reorder SWOT Entries When multiple items have been added to any of the four SWOT categories—Strengths, Weaknesses, Opportunities, or Threats—you can reorder them to reflect their priority or preferred sequence. To reorder entries: Reordering allows you to organize your SWOT analysis in the way that best supports your planning discussions, ensuring the most important items...
Performance | Company Dashboards
Last Updated: August 5, 2026Company Dashboard Overview The Company Dashboard provides a high-level view of your organization’s performance and company-wide goals. Access to the Company Dashboard is controlled by user permissions. Only users who have been granted access to Company Goals can view this tab. If you believe you should have access but do not see the Company Dashboard,...
Dashboard: Health and Value
Last Updated: May 29, 2026Health & Value Overview The Health and Value tabs provide visibility into the overall health of the business and its estimated enterprise value. These tabs are available only to users who have been granted access by a Company Admin. If you believe you should have access but do not see the Health and Value tabs,...