Strategy Builder · v5.84
Company Strategy Plan
Clarity → Momentum → Value. Updated quarterly.
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Priorities On Track
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Open Actions
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Critical Number
Q1
Current Quarter
Performance Dashboard
Key Metrics — All Quarters
Metric
5-Yr
3-Yr
Annual
Q Goal
Q Actual
YTD
Status
No KPIs yet — add them in the Value tab.
Clarity Snapshot
This Quarter's Priorities
3-Year Priorities
Annual Priorities
Value Flywheel
People Snapshot
Phase 1
Clarity
Define who you are, where you're going, and how you win.
Foundation
Purpose
Direction
Long-Term Goal (BHAG) & Strategy
Core Values
Who We Are
Market Focus
Core Customer
Brand Clarity
Brand Promise
Collins — Good to Great
Hedgehog Concept
The intersection of three circles. Where all three overlap is your strategic sweet spot.
❶ Passion
What are we deeply passionate about?
(Often tied to purpose)
❷ Best At
What can we be the best in the world at?
(And what we cannot be best at)
❸ Economic Engine
What drives our economic engine?
(Often: profit per X)
Growth Engine
Value Flywheel
Self-reinforcing loop. Each stage connects to the next.
Min 3 · Max 12 stages
3-Year Horizon
3-Year Priorities
Critical areas of investment for the next 3 years. Each has one owner.
Phase 2
Momentum
Annual priorities stay constant. Quarterly priorities drive focused execution.
Performance Pulse
KPI Dashboard — This Quarter
Metric
1-Yr
3-Yr
5-Yr
Annual
Q Goal
Q Actual
YTD
Status
No KPIs yet — add them in the Value tab.
Execution Period
Quarterly Priorities
Per-quarter focused commitments
Previous Quarters
Execution Tracker
Who · What · When
| Who | What | By When | Status |
|---|
No actions yet.
Accountability
Function Accountability (FACe)
One person per function. One critical KPI per seat.
Phase 3
Value
Track metrics across 3 years, annually, and quarterly.
Performance Dashboard
KPI Targets — 3yr · Annual · Quarterly
Groups: Revenue, Margins, Customers, People… Status cycles on click.
Metric
5-Yr
3-Yr
Annual
Q Goal
Q Actual
YTD
Status
No KPIs yet. Add a group then add metrics.
Optional
Cash Optimization — Power of OneEnter revenue to see impact.
Value Creation Narrative
Accountability
Team Plans
Seat-level KPIs, annual priorities, and quarterly execution by role.
People
Key Seat Development
Topgrading assessment, values fit, and quarterly development plans.
System
Meeting Cadence
Information velocity is a competitive advantage.
Daily — 15 min
Daily Huddle
Weekly — 90 min
Team Meeting
Monthly — Half Day
Leadership Review
Quarterly — Full Day
Strategy Offsite