The Corporate Strategy feature in Inspire is designed to promote transparency within your Organization.
To Navigate to the Corporate Strategy:
- Option 1: Utilize the Waffle Menu in the upper right corner of Inspire, select Objectives, then Corporate Strategy.
- Option 2: If you have Objectives enabled to appear in the Menu, you can easily select Objectives, then Corporate Strategy (to enable a Module to show in the Menu, click the Show in Menu toggle).
- Option 3: Select Corporate Strategy from the Quicklinks Widget
Corporate Strategy
The Corporate Strategy in Inspire is customizable. Not every organization will have the same layout as the example below.
Teams and Individuals can align their Individual and Team Objectives to the Corporate Strategy to show progress as it contributes to the overall strategy.
The example views in the screenshots below will show:
- Strategic Categories/Departments: (Examples) Marketing, Learning, Sales and Product
- Company Objectives: Shown in blue boxes in the Strategy view
- Long Term Key Results: Long-Term Key Results (LTKRs) are usually set for a full year or longer to be accomplished.
- Quarterly Key Results: (CKRs) break down the LTKRs usually into Quarters or Trimesters.
Choosing a Display / View in Corporate Strategy
You can select from a few different displays to view your Corporate Strategy. To adjust the display or view, navigate to the Gear icon in the upper right corner of the screen, then select one of the 3 display options.
Note: Strategy View is the default display when navigating to Corporate Strategy.
- Strategy View
- Corporate Objective Summary View
- Strategy Timeline View
- The Timeline view gives you a Yearly glance at the Company Level Objectives and allows you to drill into each Key Result.
- To see more details, hover over the Blue Key Result title and you will see the Hierarchy icon along with the People Icon to drill into the details.
Additional Features in Corporate Strategy
- People Icon
- When in the Strategy Timeline view, you can hover over the Corporate Quarterly Key Result to see the People icon, which shows how many Individuals are aligned to that Key Result.
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- Clicking on the People icon will bring up a drill-down of information on the users aligned to the Corporate Quarterly Key Result.
- Progress Indicator
- Hover over the Blue line along the Progress Bar to see Expected Progress compared to current Progress.
- Hierarchy Icon
- Drill into the Company Objective, Long Term Key Result, or Quarterly Key Results to see more detail and alignment.
- Filter Icon
- Select the Filter Icon to Filter the View of the Corporate Strategy to focus in on a specific Quarter or Objective.
Department / Business Unit filter: If you would like to filter by Department or Business Unit- Select the Dropdown and select a Department / Business Unit.
Select the Gear icon and Ensure that the following Settings are Disabled:
- Show Corporate Objectives Without Contributors
- Show Key Results Without Contributors
By Disabling these settings- you will only see the department Objectives and Key Results with alignment.
Corporate Objectives and Corporate Key Results from Client Success in the example are showing. No other departments will show.
Note: If you have Corporate Key Results with no alignment in the Department you are filtered to- those will not show up.
Note: Only Corporate Strategy Administrators can edit the Corporate Strategy and update or add Company Level Objectives.
Tip: If a user marks their Objective as Private, their Objective will still show on the Corporate Strategy with the title noted as Private.
From Corporate Strategy in the Objectives module, you can easily use the Menu bar to navigate to My Objectives, Newsfeed, Objectives I Follow or Archived Objectives.
Learn More about Adding a Corporate Strategy (Administrators)
Please reach out to support@inspiresoftware.com with any questions.