Strategy List View in Corporate Strategy

This view offers a nested list format of strategic items, starting from Corporate Objectives down to Team and Individual Objectives, giving users a comprehensive yet digestible way to review strategic alignment and performance.

Viewing the “Strategy List View” 

• Navigate to the Corporate Strategy - Select the Gear Icon to view the Settings Pane

• Select the Drop Down Display option and Select Strategy List 

Each item in the list shows key data:

• Corporate Objective
  • LTKR
    • Individual Objective (indirect)
    • Team Objective (indirect)
    • CKR
      • Individual Objective (direct and indirect)
      • Team Objective (direct and indirect)
        • Clicking an objective title (individual) or contributor (team) opens the side panel
      • Linked CKR 

At each level of the list, the following details display (depending on level):

• Title

• Owner

• Dates

• Progress

• Strategy Title

• Alignment Type (Direct or Indirect)

• Objective

• Confidence
• Status
• Priority
• Category

Note: For now, the following columns will only be shown when data is set:

Managing Strategy Directly from the List View

Admins, Strategy Admins, and Corporate Objective owners can now add, edit, and manage strategic items directly from the Strategy List View without switching views.

Actions Column

When viewing the Strategy List View, a new Actions column appears.

• Each strategic item includes an ellipsis (⋯) menu

Corporate Objective Menu

• • View Newsfeed
    View updates and activity for this corporate objective

  • View Hierarchy
    View how this corporate objective aligns across the organization

•  

Corporate Long Term Key Result (LTKR) Menu

• Check In
  Update progress status and confidence

• View Hierarchy
  View this long term key result in the strategy hierarchy

Corporate Long Term Key Result (LTKR) Menu

• Check In
  Update progress status and confidence

• View Hierarchy
  View this long term key result in the strategy hierarchy

Permissions

• Admins and Strategy Admins can manage all strategic items

• Corporate Objective owners (who are not Admins or Strategy Admins) can:

  • Edit, delete, and add key results only for Corporate Objectives they own and their direct children

Add Objective Button

• The Add Objective button is visible in the Strategy List View for users with permission

• This allows new objectives to be created without leaving the list view

Please reach out to support@inspiresoftware.com with any questions.