projectdoc Toolbox

Publish a strategic theme to group objectives and to share them with your colleagues.

ID
strategic-theme
Suite

Strategic themes are define for a specific period of time to focus a team or an organization to achieve goals in a given area. Doing so can create synergy effects and support the organization as a whole to make big step forward.

If you want to build a ship, don’t drum up the men to gather wood, divide the work, and give orders. Instead, teach them to yearn for the vast and endless sea.

Antoine de Saint-Exupéry

Properties

The document type strategic theme provides the following properties:

 

Please note that only information about specific properties is provided here. Common document property used by all document types are documented by Document Properties.

Type

Specify the type of the strategic theme to organize them.

Use the strategic theme type to define types of themes.

Supports

List strategies and impacts that are supported by this theme.

Owner

List stakeholder that own the theme. Consult these people when there are questions or you are looking for support when pushing objectives related to this theme.

Start

The start date when this theme begins.

Per default the value for this property is derived from the parent document. It is expected that the macro will be replaced by a real date. Consider to use the date picker (shortcut //, see Keyboard Shortcuts, Markdown, and Autocomplete).

Note that the Start property is hidden per default and rendered as part of the Cycle property.

End

The end date when this theme ended.

Per default the value for this property is derived from the parent document. It is expected that the macro will be replaced by a real date. Consider to use the date picker (shortcut //, see Keyboard Shortcuts, Markdown, and Autocomplete).

Note that the End property is hidden per default and rendered as part of the Cycle property.

Cycle

For brevity and to save space the start and end date are rendered with the Cycle property as a period.

OKR Priority

Reference a priority to related this theme's importance to other themes.

Sections

Description

In case the short description is not enough, the description section provides room for more detailed information about the strategic theme.

Objectives

This section automatically lists all associated objectives.

Wrap-ups

Provide a wrap-up for each interval within a cycle.

Wrap-ups added as child documents are automatically listed.

Supporting Themes

List all strategic themes that support this theme.

All themes that declare this theme as their logical parent are automatically listed.

Subordinate Strategic Themes

In case you need to organize strategic themes in a hierarchy then add additional strategic themes as children to this theme. Subordinate themes will then be automatically listed.

Since themes are typically short lived, there is probably no need to organize themes for one iteration in this way. Subordinate themes may be useful for some use cases where you want to relate themes that are pushed in different iterations. Note that this kind of relation may also be expressed by strategic theme types.

Notes

These are internal notes that are usually not exported and only visible to team members with write access.

But this is not a safe place to store sensible information. It is just a convenience for the reader to not be bothered with notes stored here for the authors for later use. The security level is about suppressing the representation by a CSS style. Therefore consider this as a convenience for the reader, not as a security tool.

 

The text of notes sections is also indexed.

References

For a document the references section contains pointers to resources that prove the statements of the document.

Often these proofs are not easily distinguishable from further information. In this case you may want to skip the reference section in favour for the resource list.

 

For further information please refer to References and Resources.

Resources

The resources section provides references to further information to the topic of the document.

This may be information on the internet provided by the resource or information in the team's information systems. Anything the reader of the resource might want to know, may be listed here.

 

For further information please refer to References and Resources.

Related Doctypes

Check-in
Document the result of a OKR check-in.
Key Result
Publish key results to achieve in order to pursue an objective to share with your colleagues.
Objective
Publish an objective to share with your colleagues.
Wrap-up
Track what you have achieved and the reasons why. Check what you have learned and find areas where you can improve.