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GuidesStrategy and Priorities

Strategy and Priorities

The Strategy view links your priorities to the engagements that deliver them. It is read-mostly and updated when priorities change.

Priorities

A Priority is a goal worth tracking. Examples: “Lift portfolio margin to 35%”, “Reduce missed SLA terms by half”, “Land three new managed services contracts”.

Each priority lists the engagements that contribute. The engagement health rolls up into a single colour for the priority.

Add a Priority

  1. Open Strategy and click New Priority.
  2. Give it a title and target.
  3. Pick the engagements it covers.

Track progress

The Priority page shows:

  • Aggregate health across linked engagements.
  • Trend over the last three periods.
  • Open Decisions tagged to the priority.

Approve a Response from here

You can open a Response from a Priority, compare options across engagements, and apply.