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Defines a strategy for an organization or product.
Description
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
- Run a SWOT analysis
- Check your strategic options
- Define your decision on which options you
- 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
Describe the strategy in one to three paragraphs.
Position
Explain as part of the mission why the organization or product exists.
Purpose
Explain which need the organization or product satisfies.
Vision
Explain the vision of the organization or product.
Where does the enterprise head to? Describe qualitative or quantitative goals.
You may use Objectives and Key Results (OKRs) to define and share your goals.
Consider a SWOT analysis to determine extrinsic and intrinsic factors.
Actions
Explain how the qualitative or quantitative goals can be reached.
Obstacles
Describe which major obstacles need to be removed to reach the goals.
