Context Tab

The Context tab captures the background information and analysis that shapes your strategic plan. It provides a structured space for your executive summary, supporting documents, strategic issues, and SWOT analysis.

Executive Summary

The Executive Summary section provides a high-level overview of your plan’s purpose and direction.

• Rich text editor for detailed formatting
• Click “Edit” to enter editing mode, then “Save” to confirm changes
• Use “Clear” to reset the content if needed

Tip

Write your executive summary last, after you’ve completed the rest of your plan. It should synthesize the key points from your context analysis, framework, and objectives.

Documents

The Documents section stores references to external resources that support your plan.

Document Fields

Field	Description
Name	Document title (required)
Description	Brief summary of the document’s content
URL	Link to the document (required)
Type	Category of document

Document Types

Documents can be classified as one of the following types:

• Report - Formal reports and assessments
• Study - Research studies and findings
• Analysis - Analytical documents
• Policy - Policy documents and guidelines
• Framework - Reference frameworks
• Survey - Survey results and data
• Statistics - Statistical data and reports
• SharePoint - Documents stored in SharePoint
• Other - Any other supporting documents

Managing Documents

1. Add a document

   Click “Add” in the Documents section and fill in the name, URL, and type.

2. Edit a document

   Click on a document to open its details modal, where you can update any field.

3. Reorder documents

   Drag and drop documents to change their display order.

4. Open a document

   Click the link icon to open the document URL in a new tab.

Strategic Issues

Strategic issues are the key challenges or opportunities your plan needs to address. They serve as the bridge between your situational analysis and your orientations.

Issue Fields

Field	Description
Title	A concise statement of the issue (required)
Description	Detailed explanation of the challenge or opportunity
Linked Orientations	Which strategic directions address this issue

Managing Strategic Issues

1. Create an issue

   Click “Add” and enter a title and description for the strategic issue.

2. Link to orientations

   In the issue details modal, connect the issue to one or more orientations in your plan. This relationship is tracked on the Plan Dashboard’s Integrity Card.

3. Reorder issues

   Drag and drop to prioritize your strategic issues.

Note

Linking strategic issues to orientations improves your Plan Integrity score on the Dashboard. Orientations without linked strategic issues are flagged as a potential gap.

Situational Analysis (SWOT)

The Situational Analysis section uses the SWOT framework to assess your organization’s current position.

SWOT Categories

Strengths

Internal positive factors that give your organization an advantage.

Examples: experienced staff, strong reputation, established processes.

Weaknesses

Internal negative factors that put your organization at a disadvantage.

Examples: limited budget, outdated technology, staff turnover.

Opportunities

External positive factors that your organization could leverage.

Examples: new funding sources, demographic changes, policy shifts.

Threats

External negative factors that could negatively impact your organization.

Examples: budget cuts, regulatory changes, competition.

Entry Fields

Field	Description
Category	Strength, Weakness, Opportunity, or Threat (required)
Title	A concise statement (required)
Description	Detailed explanation

Managing SWOT Entries

• Add entries by clicking “Add” and selecting a category
• Filter by category using the dropdown filter to focus on one area at a time
• Search entries by keyword using the search bar
• Reorder entries within their category via drag and drop
• Edit or delete by clicking on an entry to open its details modal

Visibility

Each section in the Context tab (Executive Summary, Documents, Strategic Issues, Situational Analysis) can be individually toggled on or off in Plan Settings. If all Context sections are disabled, the Context tab will automatically hide from the plan navigation.

Best Practices

• Start with SWOT before writing strategic issues — your situational analysis should inform what issues you identify
• Link every strategic issue to at least one orientation for a complete plan integrity score
• Keep documents organized by type so team members can quickly find reference materials
• Write the executive summary last after all other plan elements are in place
• Review context regularly as external factors change over time

Next Steps

• Framework - Define your mission, vision, values, and engagements
• Overview - Understand the full plan structure
• Objectives & Actions - Plan the work to address your strategic issues