Framework Tab

The Framework tab defines the foundational strategic elements that guide your organization. These elements — mission, vision, values, and engagements — provide the “why” behind your plan.

Mission

The Mission section captures your organization’s fundamental purpose — why it exists and who it serves.

• Rich text editor with full formatting support
• Content is collapsible when longer than a few lines
• Click “Edit” to modify, then “Save” to confirm

Tip

A good mission statement is concise (1-3 sentences), answers “why do we exist?”, and remains stable over time. It should be broad enough to endure but specific enough to guide decisions.

Vision

The Vision section describes where your organization wants to be in the future — the desired state you’re working toward.

• Rich text editor with full formatting support
• Content is collapsible when longer than a few lines
• Click “Edit” to modify, then “Save” to confirm

Tip

A compelling vision is aspirational, future-oriented, and paints a clear picture of success. It should inspire and motivate your team.

Organizational Values

Values are the core principles that guide your organization’s behavior and decision-making.

Value Fields

Field	Description
Name	The value title (required)
Description	What this value means in practice

Managing Values

1. Add a value

   Click “Add” in the Values section and enter a name and description.

2. Edit a value

   Click on a value to open its details modal, where you can update the name and description.

3. Reorder values

   Drag and drop values to arrange them by priority or importance.

4. Delete a value

   Open the details modal and click “Delete”. A confirmation dialog will appear.

Engagements

Engagements are specific commitments your organization makes to its stakeholders. Each engagement identifies what you commit to and who benefits from it.

Engagement Fields

Field	Description
Content	The commitment statement (required)
Stakeholder / Beneficiary	Who benefits from this engagement (required)

Managing Engagements

1. Add an engagement

   Click “Add” and enter the commitment content and the stakeholder or beneficiary.

2. Edit an engagement

   Click on an engagement to open its details modal for inline editing.

3. Monitor length

   A word counter helps you keep engagement statements concise. The counter indicates when statements are approaching optimal or excessive length.

4. Reorder engagements

   Drag and drop to arrange engagements by priority.

Note

Engagements differ from objectives. Engagements are ongoing commitments to stakeholder groups, while objectives are specific, time-bound goals with measurable outcomes.

Visibility

Each Framework section (Mission, Vision, Values, Engagements) can be individually toggled on or off in Plan Settings. If all Framework sections are disabled, the Framework tab will automatically hide from the plan navigation.

Best Practices

• Define mission and vision first — they provide the foundation for everything else in your plan
• Keep values actionable — each value should describe observable behaviors, not just abstract ideals
• Limit values to 5-7 — too many values dilute their impact
• Make engagements specific — identify the exact stakeholder group and what they can expect
• Review annually — framework elements should be relatively stable but may need updates as your organization evolves

Next Steps

• Context - Add background analysis to support your framework
• Objectives & Actions - Translate your framework into measurable goals
• Creating Plans - Learn about plan setup and configuration