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Planview Customer Success Center

Strategies

A strategy is a goal, objective, or risk statement.

You can define your business strategies and IT strategies and associate them to other entities (for example, demands, capabilities, products) to understand the components that are part of or affected by a strategy.

You can do the following with strategies:

  • Define strategies and associate them to current demand initiatives, projects, or programs to ensure that the demand aligns with your strategic goals.
  • Align strategies to organizations to get a clear picture of what the organizations are responsible for.
  • Create a strategy hierarchy and define goals and objectives, and benefits and risks.

Strategy fields 

Field name

Description

Reference ID

The identifier, typically from an external system for integration, import/export, or reference purposes.

Name

Name of the entity record. Names should be descriptive and intuitive.

Description

Description of the entity.

Type

Classification of the entity record.

Enterprise Approved

State of the entity with respect to the enterprise approval process.

Domain

Category for classifying the entity record.

Content Status

State of the entity record. Content status is used to control contributions throughout the lifecycle of an entity. The statuses are as follows, in order:

  • Identified – entity record has been added, perhaps with very minimal information.
  • Planned – entity record has been prioritized for inventory, with a completion date.
  • In Process – entity record is being inventoried, with a completion date.
  • Completed – inventory is complete, but is yet to be reviewed.
  • Approved – inventory has been reviewed and verified.

Priority

Indicates the relative importance of the strategy to the enterprise.

Urgency

Indicates the relative requirement to complete the strategy.

Strategy State

The state of the entity with respect to enterprise management and planning.

Business Value

Classifies the value of the strategy.

Risk Level

Classifies the risk of the strategy to the enterprise.

Investment Scale

Classifies the scale of investment.

Value Horizon

A time frame of when the value from the strategy will be realized.

Value Profile Classifies the type of value that is realized by the strategy.
Impact Profile Classifies the areas that are affected by the strategy.
Detail Additional information about the entity.
Lifecycle Roadmap Chart that displays the lifecycle states for the entity graphically in a time frame according to their date ranges (if set).
Links URLs to online resources that provide additional information about the entity.
Tags A custom flag that you can add to entity records to group them into a collection or report.