Add a Strategy Node

Video

Create a hierarchy of strategy nodes to represent strategies defined at the corporate-level down to the operational-level. Any number of hierarchies can be defined. Strategies at the organizational level should be defined at the root workspace to allow projects or programs in all child workspaces to align with these strategies.

To add a strategy node:

1. In the object selector, select  Workspace, select View Workspaces List, and then select a workspace name.
2. From the  Main Menu, select  Strategic Alignment, and then select Strategy List.
3. Select  Add.
4. In the table, complete the following fields:
   • Name: The name of the strategy.
   • (Optional) Description: Details describing the strategy.
   • Type: The strategy type that best aligns with the strategy.
   • Weight: The relative weight of the sibling strategy node to indicate contribution of a given node to its parent strategy node.
   • Weight Percent: The weight or relative rank of the strategy node compared to its siblings. This value indicates the percentage that the strategy node is contributing to the parent strategy. The Weight Percent for all sibling strategy nodes equals 100. This field is read-only.
   • Owner: The person responsible for executing the strategy.
   • Status: Indicate whether the strategy is in use. The status defaults to Active. If the strategy is not for current use, select Inactive. All child strategy nodes are also set to inactive.
5. To configure the strategy nodes hierarchically, select the  Context menu, and select Move Right.
6. Select Save.