Steer Overview

The Steer module is your organization’s command center for monitoring strategic performance. While the Act module focuses on executing individual actions, Steer gives you a bird’s-eye view across all plans and committees — tracking KPIs, visualizing action hierarchies, and measuring progress toward strategic goals.

Steer vs. Act

These two modules serve complementary but distinct purposes:

Aspect	Act	Steer
Purpose	Execute actions	Monitor performance
Scope	Individual actions and meetings	Organization-wide oversight
Focus	”What do I need to do today?"	"How is the organization progressing?”
Key views	Kanban board, meeting prep	KPI dashboard, actions tree
Users	Action owners, meeting participants	Directors, managers, decision-makers

The Two Tabs

When you open the Steer module, you’ll see two tabs:

Dashboard

The Dashboard tab provides an action-centric view with a Kanban board showing all actions across your plans and committees. Use it to:

• View actions organized by status (Pending, In Progress, Blocked, Completed)
• Drag and drop actions between status columns
• Filter by plan, committee, assignee, or archive status
• Create new actions directly
• Switch between Kanban, table, and calendar views

See Views for details on each view.

Overview

The Overview tab gives you two perspectives on strategic progress:

• KPI Dashboard — Summary cards showing indicator counts, average progress, and at-risk indicators, with mini charts grouped by plan
• Actions Tree — Hierarchical view of all actions organized by Plan → Orientation → Objective → Key Result → Action

See KPI Dashboard and Actions Tree for details.

Filtering

The Steer module includes a comprehensive filter bar available across all views:

Filter	Description
Assignee	Filter by assigned user (your name appears first)
Plan	Filter by source plan (multi-select)
Committee	Filter by originating committee (multi-select)
Archive Status	Show active only, archived only, or all actions
Search	Real-time keyword search on titles and descriptions

Active filters display a count badge, and a Clear All button resets everything at once.

Action Details

Click any action in the Steer module to open the action details modal. This provides a complete view of the action including:

• Core info — Title, description, status, priority, completion percentage, due date, assigned user
• Links — Connected objectives, key results, mandates, and source plan/committee
• Comments — Discussion thread for progress updates
• History — Creation date, status changes, and modification timeline

Tip

Actions that are past their due date without being completed appear as overdue across all views — highlighted in red in the table view and flagged in the dashboard statistics.

The Strategic Monitoring Cycle

Steer completes the four-module strategic management cycle:

1. Plan — Define strategic orientations, objectives, and actions
2. Organize — Create committees, schedule meetings, make decisions
3. Act — Execute actions, prepare and run meetings
4. Steer — Monitor progress, track KPIs, assess performance

Note

Steer aggregates data from all other modules. It does not create its own data — instead, it surfaces actions, indicators, and metrics from your plans and committees in a unified monitoring view.

Next Steps

• Actions Tree — Hierarchical view of actions across plans
• KPI Dashboard — Indicator tracking and performance metrics
• Views — Kanban, table, and calendar views for actions