How to create a strategy with the wizard
Short answer: Open Strategies → New strategy and choose Start from blank (or a template). Work through Start, Period and ownership, Purpose and direction, Current situation, Themes, Objectives, Risks and assumptions, and Access and governance, then choose Create strategy. Only the name is required.
Verified for PVology 0.49.0 · updated 2026-10-11
When to use this
You are setting up a strategy for an organization, business unit, program or project.
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