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StrategiQ Documentation

Getting Started

Welcome to StrategiQ! This guide will help you get started with the platform and understand how to navigate its features.

What is StrategiQ?

StrategiQ is a strategic planning and governance platform designed for organizations. It helps you:

  • Create and manage strategic plans with objectives, actions, and key results
  • Organize steering groups (committees) with meetings, agendas, and decisions
  • Track your personal actions across all plans and groups in one place
  • Collaborate with your team using permissions and role-based access

Logging In

  1. Go to your organization’s StrategiQ URL
  2. Enter your email address and password
  3. If this is your first login, you’ll receive a verification code by email
  4. Enter the 6-digit code to verify your account

The Sidebar

The sidebar on the left is your main navigation. It includes:

  • Plans - Your strategic plans
  • Steering Groups - Committees and governance bodies you’re part of
  • My Follow-ups - Your personal action tracker (Kanban board)
  • My Calendar - Upcoming meetings and deadlines
  • Search - Find anything in your organization

The Header

The header at the top shows:

  • Your current location in the app
  • Quick actions relevant to your current view
  • Your profile and settings

Your Dashboard

When you log in, you’ll see your personal dashboard with:

Upcoming Actions

Actions assigned to you that are due soon

Recent Plans

Plans you’ve recently worked on

Upcoming Meetings

Meetings scheduled in the next days

Quick Stats

Overview of your tasks and progress

Permission Levels

StrategiQ uses a simple permission system. For each plan or steering group, you can have one of three roles:

RoleWhat you can do
ReaderView content only
ContributorView and edit content
OwnerFull control including permissions and deletion

Quick Start: Your First Steps

  1. Explore your plans

    Click on “Plans” in the sidebar to see the strategic plans you have access to. Click on any plan to view its objectives and actions.

  2. Check your follow-ups

    Go to “My Follow-ups” to see all actions assigned to you across all plans and steering groups. Use the Kanban board to drag actions between status columns.

  3. Review upcoming meetings

    Visit “My Calendar” to see upcoming meetings from your steering groups. Click on any meeting to view its agenda.

  4. Try the search

    Use the Search feature to find plans, actions, decisions, or colleagues quickly. The search works across all content you have access to.

Getting Help

If you need assistance:

  • Check the relevant section in this guide for detailed instructions
  • Contact your organization administrator for access issues
  • Look for the ”?” icon in the app for contextual help

Next Steps

Ready to dive deeper? Explore these guides: