Simplified Navigation

The hierarchy below provides a simplified explanation of the basic navigation of and where you can find things, focused on the main/left-hand-side menu:

  1. Account menu (your name or email address)
    1. Personal Calendar: all your meetings across all your projects (Premium and Enterprise only)
    2. Personal Actions: all your actions across all your projects (Premium and Enterprise Only)
    3. Yourself: a link to the Stakeholder/Person record for yourself in the current project.
    4. Change Password
    5. Account Settings, including integrations
    6. Email Subscriptions
    7. Log Off
    8. Account type, upgrades and cancellations
  2. Project Menu (the name of your current project)
    1. Project Details
    2. Share this project
    3. File Vault: for attached/linked files (Enterprise only)
    4. API Keys for API integrations (Enterprise only)
  3. Strategy Board: a short-cut back to the Strategy Board for the current project.
  4. Analysis
    1. Business Model: Lean Canvas, Business Model Canvas, EnhancedBusiness Model Canvas and Porter's Value Chain.
    2. Strategic Insights: SWOT, McKinsey 7-S, PESTEL, Porter 5-Forces.
    3. Competition: Competitors, Factors of Competition, Blue Ocean Strategy Canvas
    4. Portfoliow: Products, Boston Consulting Grid (BCG Matrix) and Pareto Analysis.
    5. Scenarios
  5. Direction
    1. Mission and Vision Statements
    2. (Shared Corporate) Values
    3. Balanced Scorecard and Goals (including Goal RASCI) and leading to Objectives and KPIs.
    4. Strategy House
  6. Planning
    1. Strategic Initiatives
    2. Gantt Chart
    3. 3 Horizons
    4. Kanban / Idea Funnel
    5. Goal Matrix (Goal/Initiative Matrix)
    6. RASCI (Strategic Initiative RASCI)
    7. Ansoff Matrix
    8. Status Report
  7. Results
    1. Strategic Scorecard (Balanced Scorecard Perspectives, Goals, Objectives, KPIs, targets and results)
  8. Governance
    1. Stakeholders: People, Organisations and Groups of People and/or Organisations
    2. Meetings (and Calendar View)
    3. RAID: Risks, Actions, Issues and Decisions
  9. Reports and StratML
    1. Generate reports in HTML, Microsoft Word or StratML format.
  10. Projects:
    1. Switch to any of the last 5 projects you've accessed
    2. View/switch to any project you have access to.
    3. Create a new project.
  11. Copy page link to clipboard: for pasting into a formatted entry box or into any other software (mail, Word, Powerpoint etc.) that supports links.
  12. Print: print a simplified version of the current page (without menus/navigation and some active components)
  13. Blog: view an index of our help articles.
  14. About: find out about

If any part of this text is not clear to you, please contact our support team for assistance.

Most popular articles:

  1. Goals, objectives, KPIs, targets, initiatives and actions
    How do you use goals, objectives, KPIs, targets and initiatives to ensure your strategy is action-oriented, gets done and delivers results?
  2. The "Strategy House"
    The "Strategy House" is a simple but effective way to summarise and communicate some key aspects of your strategy.
  3. Examples of Strategy Canvases
    The Strategy Canvas shows how an organisation can carve out a unique position in the market, free of the ravages of competition.
  4. How to use
    We hope you'll find easy to use. But if you need some help, you'll find it here.
  5. Examples of PESTEL Analyses
    Draw inspiration from examples of PESTEL Analyses for well-known organisations like Uber and Apple.

Sign up now for your FREE account at

Sign Up

Do you need a little extra help developing and executing your business strategy?

We offer a range of value add services for you to choose from.

 #StratBot is thinking...