Strategy is a set of choices that explain how your organization is different. With Strategic Pillars, you’re able to make sense of those choices and communicate your strategy in a way that's understood by your people.
By visualizing the relationships between your strategy and the goals you need to deliver that strategy, Perdoo brings strategic alignment to a whole new level!
Before you start
Read this article to decide on your Strategic Pillars and understand how to combine strategy with OKRs to boost strategic alignment.
Example Strategic Pillars
Deliver the fastest analysis for every user.
Be self-serve at every stage of the journey.
Build a culture where each employee learns and thrives.
Be committed to H&S and sustainability in all aspects of our work.
Build a B2B software to B2C standards.
Put D&I at the heart of our high-performing workforce.
Be the premium offering in all markets.
Be a company that clients love to work with.
Consistently launch innovative product lines.
Put customers at the heart of our product development.
Keep lean even as we grow.
How to set up Strategic Pillars
Once you’ve decided on your Strategic Pillars, it’s time to set them up in Perdoo.
Go to your Explore.
Click the + Add goal button in the top right corner.
Select Strategic Pillar from the dropdown menu.
Type in the name of your Strategic Pillar.
Add a Description (optional) to provide appropriate context.
The Team will default to the Company, but you can change it or add more Teams.
Hit Save.
Need help drafting your Strategic Pillars from scratch? Click the 'Draft with AI' in the dropdown menu instead to use our AI Assistant.
Important:
By default, your Strategic Pillars will appear in the Strategy Map from left to right from oldest to newest created.
You can align both KPIs and OKRs to Strategic Pillars.
How to align a KPI to a Strategic Pillar
Your strategy isn't time-bound (unlike an OKR). It's your strategy up until you change it. So the success of a Strategic Pillar is measured through KPIs as, unlike Key Results, KPIs don't have a due date.
To align a new KPI:
Click on the + icon below the Strategic Pillar.
Select KPI.
Fill out the KPI details.
Hit Save.
To align an existing KPI:
Click on the KPI.
Click on Alignment in the right sidepanel.
Select Strategic Pillar and choose the Strategic Pillar.
Click Save.
*NOTE: There is no limit to the number of KPIs you can align to a Strategic Pillar. KPIs can alway be broken down into more granular metrics, so it's important to really focus. The intention is to add those high-level metrics that truly communicate how you're doing.
How to archive a Strategic Pillar
ℹ️ This requires Admin or 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 but you can quickly view them by selecting 'Archived' from the Stage filter.
Admins can archive Strategic Pillars that are owned by a Team, not the Company.
Superadmins can also delete a Strategic Pillar, but this action is permanent and irreversible.
How to restore a Strategic Pillar
ℹ️ This requires Admin or Superadmin rights.
In Explore, click on Filters and select Archived. Click on the Strategic Pillar and select 'Restore' from the 3 dot menu.
Admins can restore Strategic Pillars that are owned by a Team, not the Company.
Disabling Strategic Pillars
ℹ️ This requires Superadmin rights.
Obviously, we recommend that you work with Strategic Pillars. However, if you do not wish to use this feature, you can disable this under Configure > Framework.
Perdoo 3.0
Before you start
Read this article to decide on your Strategic Pillars and understand how to combine strategy with OKRs to boost strategic alignment.
Example Strategic Pillars
Deliver the fastest analysis for every user.
Be self-serve at every stage of the journey.
Build a culture where each employee learns and thrives.
Be committed to H&S and sustainability in all aspects of our work.
Build a B2B software to B2C standards.
Put D&I at the heart of our high-performing workforce.
Be the premium offering in all markets.
Be a company that clients love to work with.
Consistently launch innovative product lines.
Put customers at the heart of our product development.
Keep lean even as we grow.
How to set up Strategic Pillars
Once you’ve decided on your Strategic Pillars, it’s time to set them up in Perdoo.
Go to Explore.
Click the + Add goal button in the top right corner.
Select Strategic Pillar from the dropdown menu.
Type in the Name of your Strategic Pillar.
The Team will default to the Company, but you can change it or add more Teams.
The Lead will default to you, but you can change it to someone else.
Hit Save.
Advanced options:
Need help drafting your Strategic Pillars from scratch? Click the 'Draft with AI' in the dropdown menu instead to use our AI Assistant.
Important notes:
By default, your Strategic Pillars will appear in the Strategy Map from left to right from oldest to newest created.
You can align other Strategic Pillars, KPIs and OKRs to Strategic Pillars.
Aligning Strategic Pillars lets larger or more complex organizations connect strategies across levels. For example, a department-level strategy can sit beneath and support a corporate strategy, without forcing either one into the structure of an OKR. The result is a more accurate Strategy Map that shows how strategic choices across your organization fit together.
How to align a KPI to a Strategic Pillar
Your strategy isn't time-bound (unlike an OKR). It's your strategy up until you change it. So the success of a Strategic Pillar is measured through KPIs as, unlike Key Results, KPIs don't have a due date.
To align a new KPI:
Click on the + icon below the Strategic Pillar in Map, or + add sub-goal > KPI in Cascade.
Select KPI.
Fill out the KPI details.
Hit Save.
To align an existing KPI:
Click on the KPI.
Click on Parent in the Details section.
Search and select the Strategic Pillar.
Click Save.
*NOTE: There is no limit to the number of KPIs you can align to a Strategic Pillar. KPIs can alway be broken down into more granular metrics, so it's important to really focus. The intention is to add those high-level metrics that truly communicate how you're doing.
How to archive a Strategic Pillar
ℹ️ This requires Admin or Superadmin rights.
Have one or more of your Strategic Pillars changed? Easily archive a Strategic Pillar to retain it for historical reference.
You'll find the option to archive in the 3-dot menu in the top right corner of the detail pages:
You can change the stage from Active to Archived in Cascade, or the details modal:
You'll then be asked to fill out a template.
Important notes:
Admins can archive Strategic Pillars that are owned by a Team, not the Company.
Superadmins can customize the template under Configure > Templates > Archiving Notes.
It's not possible to align a new goal to an archived Strategic Pillar.
If you want to permanently delete the Strategic, you can delete the Strategic Pillar instead. This action is irreversible.
Make visible and restore archived Strategic Pillars
ℹ️ This requires Admin or Superadmin rights.
In Cascade, select Archived from the Stage dropdown or filter. Once you locate the goal, either change the Stage to Active or select 'Unarchive' from the 3-dot menu:
Admins can archive Strategic Pillars that are owned by a Team, not the Company.
How to close a Strategic Pillar
You'll find the option to close in the 3-dot menu in the top right corner of the detail pages:
You can change the stage from Active to Closed in Cascade, or the details modal:
Next, fill out the form:
How would you rate your execution? Give a rating out of 5 stars.
Closing status:
achieved - when the stretch (70%) or committed (100%) outcome is achieved
partially achieved - when you've made progress, but not fully achieved the outcome
missed - when the desired outcome is not achieved
postponed - when the OKR is delayed and will be pushed to sometime in the future
canceled - when the OKR is no longer being pursued
Answer the templated questions e.g.
Learnings
Next steps
Click Save.
Important notes:
The templated questions are customizable by a Superadmin in Configure > Templates > Closing notes.
You can find the Closing note on the Strategic Pillar's details page or the 'Closing note' column in Cascade.
If you're not ready to close it yet, but want to start the closing process, you can uncheck 'Mark as Closed' and this will save your inputs as a draft.
Once a Strategic Pillar is closed, you cannot make changes to it it anymore. If you need to make a change, you'll need to reopen the goal.
You do also have the option to delete a Strategic Pillar, however, this action is permanent and irreversible. A KPI cannot be restored after it's been deleted.
How to edit the Closing Note of a Strategic Pillar
Select 'Edit Closing Note' within the modal or dropdown menu to edit the notes submitted.
When to re-open a closed Strategic Pillar
If the Strategic Pillar's details need to be changed then the goal will need to be re-opened to make the necessary changes. Select 'Reopen Objective' from the Objective dropdown menu.
Disabling Strategic Pillars
ℹ️ This requires Superadmin rights.
Obviously, we recommend that you work with Strategic Pillars. However, if you do not wish to use this feature, you can disable this under Configure > Framework.
Need help?
Contact our friendly Support team via the in-app chat at the bottom-right of your screen, or email support@perdoo.com.