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StrategiQ Documentation

Steering Groups Overview

Steering groups (also known as committees) are governance bodies that oversee strategic initiatives. StrategiQ helps you manage meetings, decisions, and follow-ups.

What is a Steering Group?

A steering group is a formal body that:

  • Meets regularly to review progress and make decisions
  • Oversees implementation of strategic plans
  • Makes decisions that guide organizational direction
  • Tracks follow-ups from previous meetings

Examples include:

  • Executive committees
  • Board of directors
  • Project steering committees
  • Advisory councils
  • Department leadership teams

Steering Group Types

Standard

Regular steering committee with full decision-making authority. Used for executive teams, project committees, and boards.

Advisory

Consultative body providing recommendations and guidance. Members advise but don’t have formal voting authority.

Structure of a Steering Group

Each steering group contains:

Steering Group
├── Charter & Mandates (responsibilities)
├── Members & Leadership Roles
├── Meetings
│   ├── Agenda Items
│   │   ├── Linked Actions
│   │   ├── Linked Decisions
│   │   └── Linked Key Results
│   ├── Participants & RSVP
│   ├── Meeting Notes
│   └── Decisions
├── Key Results (OKRs)
├── Actions
└── Documents

Plan Integration

The plan connection means:

  • Steering group objectives align with plan objectives
  • Actions contribute to plan progress
  • Decisions support strategic priorities
  • Progress is visible in both contexts

Key Features

Meetings Management

  • Schedule and track meetings
  • Create and manage agendas
  • Record decisions and action items
  • Track participant attendance

Decision Tracking

  • Record formal decisions
  • Link decisions to agenda items
  • Track decision implementation
  • Maintain decision history

Action Follow-ups

  • Create actions from meetings
  • Link actions to agenda items
  • Track progress between meetings
  • See which meetings discussed each action

Agenda Templates

  • Save meeting agendas as templates
  • Reuse standard agendas
  • Ensure consistency across meetings

Accessing Steering Groups

Find your steering groups through:

  1. Sidebar - Click “Steering Groups” to see all groups you belong to
  2. Plan Context - Access from within the linked plan
  3. Search - Find specific groups or meetings
  4. Calendar - See upcoming meetings across all groups

Steering Group Permissions

Permissions are independent from plan permissions:

RoleCapabilities
ReaderView group info, meetings, and decisions
ContributorCreate and edit meetings, decisions, actions
OwnerFull control including member management

Membership and Roles

Steering groups have members with different roles:

  • Chair - Leads meetings, sets agenda
  • Secretary - Takes notes, manages documentation
  • Member - Participates in meetings and decisions
  • Observer - Attends meetings but doesn’t vote

Next Steps