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StrategiQ Documentation

Strategic Plans Overview

Strategic plans are the foundation of StrategiQ. They help your organization define where you’re going and how you’ll get there.

What is a Strategic Plan?

A strategic plan in StrategiQ is a structured document that contains:

  • Mission, Vision, and Values - Your organization’s purpose and guiding principles
  • Strategic Issues - Key challenges or opportunities to address
  • Orientations - Major strategic directions
  • Objectives - Specific goals you want to achieve
  • Actions - Tasks and initiatives to accomplish your objectives
  • Key Results (OKRs) - Measurable outcomes to track progress

Plan Types

StrategiQ supports different types of plans for different organizational needs:

Organization Plan

The main strategic plan covering your entire organization’s direction and priorities.

Service Plan

Focused plans for specific departments or services within your organization.

School Plan

Plans tailored for educational institutions with school-specific components.

Director Plan

Personal strategic plans for directors or executives.

Communication Plan

Plans focused on communication strategies and initiatives.

Steering Group Plan

Plans associated with specific committees or steering groups.

Plan Structure

Each plan is organized into a hierarchy:

Plan
├── Mission, Vision, Values
├── Strategic Issues
├── Orientations (strategic directions)
│   └── Engagements
├── Objectives
│   ├── Actions
│   └── Key Results (OKRs)
├── Indicators
└── Documents

Semantic Levels

Plans operate at three semantic levels, helping you organize content from high-level strategy to daily tasks:

LevelDescriptionExamples
StrategicLong-term direction and prioritiesMission, Vision, Orientations
TacticalMedium-term objectives and initiativesObjectives, Major Projects
ActionDay-to-day tasks and activitiesActions, Tasks, To-dos

The Plan Dashboard

When you open a plan, you’ll see a dashboard with:

  • Progress Overview - How objectives and actions are progressing
  • Health Indicators - Status of key results (on track, at risk, off track)
  • Recent Activity - Latest updates and changes
  • Quick Actions - Shortcuts to common tasks

Accessing Plans

You can find your plans in several ways:

  1. Sidebar - Click “Plans” to see all plans you have access to
  2. Search - Use global search to find specific plans
  3. Favorites - Star frequently-used plans for quick access
  4. Dashboard - Recent plans appear on your home dashboard

Plan Permissions

Each plan has its own permission settings:

  • Owner - Full control over the plan, including managing who can access it
  • Contributor - Can view and edit plan content
  • Reader - Can only view the plan

Next Steps