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Strategy
- Can I link objectives to initiatives, projects or KPIs?Not directly yet. Objectives have no initiative list or links. Today you can name the objective on portfolio requests in PVology Projects and score their strategic alignment, and track measures as KPIs in PVology Performance.
- How to add a strategic objectiveIn Strategy choose New objective, enter the Title, description, owner, status, start date and target date, then choose Create objective.
- How to approve a strategy, revise it and see its versionsOn the strategy's Summary, Lifecycle moves it Draft → Under review → Approved → Active: Submit for approval, Approve, Make active. Change an approved strategy with Start a revision; each approval records a version on the Versions tab.
- How to build an objective hierarchy and contribution linksOn an objective's Alignment tab, set the parent objective or choose Add a child objective, and add contribution links: Contributes to, Supports, Depends on, Aligns to or Conflicts with. Levels run from Enterprise to Business unit, Department and Team.
- How to create a strategy with the wizardOpen 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.
- How to explore the North River strategy sampleChoose Explore the sample on the Overview (or Add the North River sample on New strategy). It adds a fictional 2027-2030 strategy with themes, objectives, measures in every state, initiatives, outcomes, an assumption, a scenario and a completed review, linked to sample projects, risks and value. Sample records are labelled and removable.
- How to get around PVology Strategy & PerformanceOpen Applications → Strategy & Performance. The navigation is Overview, My work, Strategies, Objectives, Measures & KPIs, Initiatives, Outcomes, Reviews, Reports and More. Overview shows what needs attention; My work lists what you own that needs you.
- How to get started with PVology StrategyOpen Applications → Strategy. It keeps an objective register: turn strategy into owned objectives with dates and a clear status. Choose New objective to add one.
- How to group objectives into strategic themesOpen the strategy → Themes and choose Add a theme, with an optional perspective label. Set the theme on each objective. Move themes up or down, or archive one.
- How to import an existing strategic planOpen Strategies → New strategy → Import an existing strategy. Paste the plan or upload a PDF, Word or text file of at most 2 MB, choose List candidates, then accept or reject each candidate. Nothing is created until you accept it.
- How to read the Strategy dashboardThe top of Strategy shows Total objectives and a count for each status (Draft, Active, At risk, Achieved, Cancelled). Counts include real records only.
- How to record strategic context and analysis (SWOT, external environment and more)Open the strategy → Context and choose Add an analysis item with its tool (SWOT, External environment (PESTLE-style), Stakeholders, Capabilities, Strategic issues, Customers and market, Other notes). An item can Turn into an objective or Raise as a governance risk.
- How to restrict a confidential strategy to named membersOpen the strategy → Access, choose Restricted to named members and Add member as Viewer, Contributor or Manager. Its objectives, measures, initiatives, outcomes, scenarios, reviews and decisions stay hidden from everyone else everywhere in PVology.
- How to resume a strategy you started setting upOpen Strategies → New strategy: "You have a strategy draft from …" offers Resume it. Or open Home and choose Resume under Continue working. The wizard opens where you stopped, with what you entered.
- How to update the status of a strategic objectiveOpen the objective, choose Draft, Active, At risk, Achieved or Cancelled in Status, and choose Save changes.
- How to use a strategy template (scorecard-style, OKR-style and others)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.
- How to use the strategy map and the alignment matrixOpen Objectives → Strategy map to see themes, their objectives and contribution lines, and filter objectives without measures, without initiatives or exposed to risk. The list view shows the same without the drawing. Objectives → Alignment shows the matrix.
- How to write an effective strategic objectiveSay what must change, for whom and by when, in outcome words rather than activities; give it one owner, a target date and at least one measure. PVology AI can review an objective's quality on the objective page.
- PVology Strategy: common questionsStrategy needs the application in your plan and, in an organization, a licence. AI help inside Strategy is not available yet. Sample objectives can be added and removed, and Export CSV downloads your records.
- Why can't I open Strategy & Performance (or a part of it)?The page says why: not part of your plan, no licence, a role without the permission, read-only access, a restricted strategy you are not a member of, or an organization still waiting for review. Strategy opens the strategy side, Performance opens Measures & KPIs.
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