Research shows that up to 95% of employees don’t understand company strategy. With Strategy Map, that’s not the case. Foster strategic alignment as everyone starts pulling in the same direction, focused on what matters most: delivering the strategy.

With your Ultimate Goal and Strategic Pillars, you’re able to make sense of your strategic choices and communicate your strategy in a way that's understood by your people. Then add Company OKRs to to communicate the top priorities for the upcoming year so that teams can align OKRs to what's most important, deciding how best they can contribute to it while spotting opportunities for horizontal alignment.

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Your Map starts with your Ultimate Goal. Below this, you'll find your Strategic Pillars. Together, they form your company’s strategy.

Your Ultimate Goal explains the purpose of your organization, for which markets and customer segments your organization is fulfilling that purpose, and when you’ll consider your undertaking a success. It explains in one sentence what it's all about.

Strategic Pillars then explain how you’re planning to realize your Ultimate Goal – how your organization differentiates itself.

Below your Pillars, you'll see your OKRs. They are divided into lanes that represent the rhythm you're using to set and achieve OKRs. We recommend an annual and a quarterly cadence, though Map is a customizable space.

* NOTE: Map defaults to the current/active timeframe.

1. Add your Ultimate Goal and Strategic Pillars.

ℹ️ This requires Superadmin rights.

This article explains why it's best to start with your strategy before creating OKRs.

💡 Pro tip: Strategic Pillars are ordered from newest to oldest (left to right). Drag and drop your Pillars to reorder.

2. Align KPIs to measure performance of your Strategic Pillars.

ℹ️ This requires Admin or Superadmin rights.

Use the 3 dot menu to either create a new KPI or add an existing KPI to measure the performance of the Strategic Pillar:

3. Add annual Company OKRs. These goals communicate the big themes for your organization this year. We recommend an annual and a quarterly cadence. But you can also create custom cadences. Learn more about adding or customizing cadences.

ℹ️ This requires Superadmin rights.

4. Add quarterly Team OKRs.

ℹ️ This requires Superadmin rights.

From your Map, use the 3-dot menu > Edit Strategic Pillar > Save in order to edit a description of your Strategic Pillar:

Communicate your strategy effectively with additional context that resonates with your team. Add context to explain why this is a Strategic Pillar. Are there trade-offs you'll have to make? Explain your choices so that everyone's on the same page.

Hover over a Strategic Pillar to view your description:

ℹ️ This requires Superadmin rights.

Have one or more of your Strategic Pillars changed? Easily archive a Strategic Pillar to retain it for historical reference. Archived Strategic Pillars will be hidden by default.

If you have archived Strategic Pillars, you'll see a 'Show archived' button.

To unarchive a Strategic Pillar, click the 3 dot menu and select Unarchive Strategic Pillar.

ℹ️ This requires Superadmin rights.

Toggle this setting on if you want to display OKRs that are aligned to the KPIs of your Strategic Pillars.

Easily add goals to a specific timeframe and immediately see where they fall within the entire Company's goals. Learn more about adding Company or Team Objectives.

Hover over the name to see more details (Owner, entire name, and how progress is calculated) or click on the Objective's name to open the modal to see even more details.

Other important notes:

Use the 3-dot menu to Edit or Delete an Objective:

You can re-order any aligned Objectives in your Map using drag-and-drop.

* NOTE: Only Unaligned Objectives in the topmost cadence appear on the Map. Unaligned Objectives in the quarterly cadence will not appear on the Map.

Use the dropdown list next to the timeframe to switch timeframes.

Quickly evaluate progress by changing the card size to the smaller view. You'll see just the Team avatar and percentage completion of the Objectives. You can then hover over the card to see the Objective name, Objective Lead, and any tags.  

Want to see your complete Map all at once? Click the minus button in the top right to view your full OKR alignment on one screen.

Use filters, to specify what you want to see in your Map. You can do this in the top-left corner of your Map.

Filter by:

Contact our friendly Support team via the in-app chat at the bottom-right of your screen, or email support@perdoo.com.