Managing boards in Strategic Planning Workspace

Using boards in Strategy and Goals within Strategic Planning Workspace, you can organize strategic plans, priorities, goals, and targets in a single, focused view.

Strategy and Goals within Strategic Planning Workspace lets you create and manage boards. A board is a collection of strategic plans, priorities, goals, and targets based on your selected filter criteria—helping you stay focused and manage them effectively.

Board types

When you create a board, you can choose whether to base it on strategic plans, strategic priorities, goals, or both.

• A strategy-based board lets you create and manage strategic plans and priorities, aligning high-level direction with the priorities your teams are executing against.
• A goals-based board lets you create goals and targets that align with your strategic priorities, with the ability to tailor the board by entity type and entity to focus on the goals that matter most.
• A combined strategy and goals board includes two pages—Strategy and Goals—supporting both strategic planning and goal execution within a single board.

그림 1. Creating a combined strategy and goals-based board

What you can do with boards

Boards support the following capabilities to help you manage your organization's strategic priorities:

Filter and focus

Define what items appear on a board using advanced filter conditions. Build boards tailored to specific goals by entity type and entity, ensuring focus on the goals that matter most to your team or organization.

Share with stakeholders

Share boards with stakeholders to align efforts and drive shared outcomes. Shared boards give collaborators a consistent view of priorities and progress.

Add to favorites

Add boards to your favorites for faster navigation. Favorited boards appear in your quick-access list, reducing time spent searching for frequently used views.

• Create a board
  Create boards that bring strategic priorities, goals, and targets together in one focused view, helping your organization stay aligned and drive measurable business outcomes.
• Modify a board
  Update the details of a board, including its name, description, and configuration settings, to reflect changes in your strategic direction or organizational needs as they evolve.
• Share a board
  Share your board with stakeholders and planning managers to provide visibility into goal and target progress, and enable collaboration across your organization.