To define a strategy you need a mission and a vision for your organization or product. You need to isolate extrinsic and intrinsic factors that influence the ability to reach your objectives.

The mission provides information about

• why the enterprise or product exists (current position),
• what the intention of the enterprise or product is.

The vision describes where the enterprise or product is heading to.

The strategy then describes

• how the qualitative and quantitative goals are achieved and
• what the obstacles to achieve these goals are.

Defining this strategy is the first step in the process to implement your strategy to achieve your goals. The following steps may be

1. Run a SWOT analysis
2. Check your strategic options
3. Define your decision on which options you
4. 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.