Defines a strategy for an organization or product.
To define a strategy you need a mission and a vision for your organization or product.
Defining your strategy is the first step in the process to implement your strategy to achieve your goals. You need to isolate extrinsic and intrinsic factors that influence the ability to reach your objectives.
- Run a SWOT analysis
- Check your strategic options
- Make your decisions
- Implement your strategy
To work on your strategic options (step 2 and 3) you could use the Decision doctype from the Doctypes for Project Management add-on to define what you are about to decide. Then use the Alternative doctype to attach the multiple options you have. Once you have analyzed your options and made a decision, the Decision document will record this.
Properties
The document type strategy provides the following properties:
Type
Specify the type of the strategy to organize them.
Use the Strategy Type to define types of strategies.
Sections
Description
Provide an overview over your strategy.
Actions
Explain how the qualitative or quantitative goals can be reached.
Consider a SWOT analysis to determine extrinsic and intrinsic factors.
You may use Objectives and Key Results (OKRs) to define and share your goals.
Obstacles
Describe which major obstacles need to be removed to reach the goals.
