How to use a strategy template (scorecard-style, OKR-style and others)
Short answer: On New strategy, choose Use this template on Strategy and KPIs, Scorecard-style perspectives, OKR-style objectives and key results, Cascade and deployment, Outcome-based results chain, Public-sector outcome model or Project or program strategy. A template sets starting themes, words and rhythm over the same records; change anything.
Verified for PVology 0.49.0 · updated 2026-10-10
When to use this
Your organization already works in a familiar way, such as perspectives, objectives with key results or a results chain, and you want to start from it.
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