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Document Properties Marker
overridefalse


Short DescriptionDefines a strategy for an organization or product.
Doctypedoctypehide
NameStrategy
Short Name
Parent
Parent Property
property-nameName
hide
Audience
Name List
doctyperole
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propertyAudience
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Subject
Name List
doctypesubject
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Categories

Name List
doctypecategory
names/ Services / Strategy
propertyCategories


Tags
Tag List
propertyTags

Iteration

Iteration
valueproduction

hide
IDstrategy
Type
Name List
doctypedoctype-type
render-no-hits-as-blanktrue
propertyType

SuiteService ManagementBusiness Strategy
SetService ManagementBusiness Strategyhide
App-Tool
Name List
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propertyApp-Tool

Blueprint
Name List
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render-no-hits-as-blanktrue
propertyBlueprint

Since1.0
Deprecated
Removed
Sort Keyhide



Section
show-titlefalse
titleDescription

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.

  1. Run a SWOT analysis
  2. Check your strategic options
  3. Make your decisions
  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.


Section
titleProperties


Transclusion
documentNote Box referencing common Document Properties
idsBox


Section
titleType

Specify the type of the strategy to organize them.

Use the Strategy Type to define types of strategies.


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Section
titleSections


Section
titleDescription

Describe the strategy in one to three paragraphsProvide an overview over your strategy.


Section
titlePosition

Explain as part of the mission why the organization or product exists.

Section
titlePurpose

Explain which need the organization or product satisfies.

Section
titleVision

Explain the vision of the organization or product.

Where does the enterprise head to? Describe qualitative or quantitative goals.

Section
titleActions

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.


Section
titleObstacles

Describe which major obstacles need to be removed to reach the goals.


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Section
titleRelated Doctypes


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Section
titleSubordinate Doctypes
Display Table
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render-modedefinition
selectName, Short Description
restrict-to-immediate-childrentrue
sort-bySort Key, Name

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