You can add a new Strategy node to an existing Strategy node in the Tree pane of the Strategies page.
To add a node:
- Click on the parent node to select it.
- To add a new subcategory or sub node, click the root Strategy folder.
- Click the Add icon. A new node is added.
- Enter/Select the properties for the new node in the Details pane.
- Name
- Type
- Status – Active/Inactive
- Owner
- Tracking Frequency
- Priority
- Risk Indicator
- Score
- Business Drivers
- Description
- Mission
- Vision
- Comments
- If you are adding a node to the Organization node, you will have to select the specific organizational unit within which the node should be situated. This unit becomes a node and within it, the new strategy is created.
- Click Save to save the details of the newly created strategy node.
Strategies
Working with Strategies
Navigating the Strategy Module
Working with the Organization Nodes
Working with Strategy Nodes
Working with Strategic Alignment