Overview
You’ve set a Strategy and some time has passed – based on the iteration cadence you selected, it’s time to add updates to your Strategy to reflect the progress and status of items supporting your pillars.
Note: WorkBoard Strategy is a separate add-on product. If you’re interested in WorkBoard Strategy, contact your CSM or sales representative.
Update a Strategy
Navigate to https://strategy.myworkboard.com/
Select the Strategy you’d like to update
Update Mission, Vision, and Values
Select Overview
Click the Pencil icon
Adjust each section as necessary
Select Add
Update Outcomes
Select an Outcome from the pillars tab.
Click Update progress and update the actual progress by entering the value in the “Actual” field, or dragging the slider accordingly.
Click Update progress to save changes
(Optional) Add a comment below Activity and press enter to save
Update Assumptions
Select an Assumption from the pillars tab.
Click Update status
Select Unknown, Proven, or Disproven
Select Update Status
(Optional) Add a comment below Activity and press enter to save
Update Investment Plans
Select an Investment Plan from the pillars tab.
Click Update progress and update the actual progress by entering the value in the “Actual” field, or dragging the slider accordingly.
Click Update progress to save changes
(Optional) Add a comment below Activity and press enter to save
Update Risks
Select a Risk and click Assess Risk
Assess Impact and Likelihood of the risk, and add an input from the following options in the dropdown:
Impact = The severity of the consequence if the risk were realized
Likelihood = The probability the the risk will occur
3. View your assessed risk from the main landing page, or click into a risk to see the full details and updates.