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Instructions for Using the stratāgaia Power BI Visual Template

 

Overview​

  • Framework Structure: The model is built on the Third Wave Strategy framework, simulating a dynamic strategic management system that emphasises continuous renewal rather than static, annualised plans.

  • Key Features on Each Page: A right-hand column outlining informative content; yellow circles (in top-left corners of pages, objects, tables, and text boxes) providing tooltips with instructions on content and KPIs for team review; navigation arrows in top-right and top-left corners for page movement; and clickable boxes (objects with yellow borders) linking to key elements like Performance Dashboard, Strategic Architecture (Blue Sky Strategy), Strategy Blueprint (Strategic Planning), Strategy Implementation, and Strategic Alignment.

  • Dynamic Nature: stratāgaia is a strategy system template designed for ongoing review and renewal of strategy based on internal/external velocity; adaptable for various industries, markets, corporations, divisions, or strategic business units by incorporating custom visuals, reports, and tables from your data sources.

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Description of the 6 Main Sections​

  • Critical KPIs: Budget Alignment, Financial KPIs, Organisational Change KPIs

  • Blue Sky Futures: Represents aspirational long-term strategic thinking and the foundation of short-term strategic plans; visualisations of long-term strategy portrayed in the Strategic Architecture.

  • Strategic Planning: Focuses on short-term planning via the Strategy Blueprint; positioned prominently at the top of the left-hand menu to reflect its primary emphasis in the framework.

  •  Strategy Implementation: Emphasises responsive, evolving execution (preferred over "execution" to avoid terminal connotations); supports continuous strategy renewal.

  • Strategic Alignment: Highlights alignment across three levels (detailed on page 79); acts as an enabler for successful strategy system operation.

  • Future Corporation: Establishes a shared vision of the desired future ("Northern Star") to unify leadership and guide direction; includes backcasting, a method starting from a desirable future and working backward to identify steps from the present.

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Navigation Methods​

  • Left Menu: Click any section title to jump directly to the first page of that section.

  • Navigation Arrows: Located at the top corners of each page; used to move sequentially through pages within a section, with some arrows linking across sections (e.g., Future Corporation appears in multiple areas).

  • Highlighted Boxes: Thick, yellow-bordered boxes link to other parts of the model, as described in the accompanying text.

  • Data Integration and Usage Tips

  • Data Focus: Combines historical quantitative data with significant qualitative data from: 

  •  - external (trend analysis, industry reports, web searches and AI generated content), and

  •  - internal documents (e.g., strategic plans, assumptions, simulations, forecasts, trend analysis, competitive intelligence); sources may include HR, Marketing, Legal, and Strategy Group contributions.

  • AI Integration: Serves as a central point for future-focused discussions using content generated by Generative AI, which can access and review organisational documents.

  • Efficiency Recommendations: Provide links to data (e.g., via Microsoft SharePoint or OneDrive) rather than uploading content directly; this maintains efficiency and leverages Microsoft ecosystem compatibility for quantitative data uploads.

 

Data Integration and Usage Tips

  • Data Focus: Combines historical quantitative data with significant qualitative data from internal documents (e.g., strategic plans, assumptions, simulations, forecasts, trend analysis, competitive intelligence); sources may include HR, Marketing, Legal, and Strategy Group contributions.

  • AI Integration: Serves as a central point for future-focused discussions using content generated by Generative AI, which can access and review organisational documents.

  • Efficiency Recommendations: Provide links to data (e.g., via Microsoft SharePoint or OneDrive) rather than uploading content directly; this maintains efficiency and leverages Microsoft ecosystem compatibility for quantitative data uploads.

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