System Initiation
The First Step in Strategic Portfolio Management
It’s about defining your organization’s mission and vision, creating governance, and setting up the structures, roles, and processes that will guide every decision.
Mission & Vision
& Vision
Setting an organization’s vision, mission and values are the foundation to any organization’s strategic planning process.
Organization
Enter key details about your organization, including its name, address, contact information, and registration details. You can also provide optional information such as website, tax ID, and primary contact person to help identify and manage your organization effectively.
Organization Structure
For effective strategic management process, the organizational structure should mirror the actual organization hierarchy established within the organization.
Role Management
The role-based access feature in Core-Strategy enables the creation of roles independently from user access. This streamlines the establishment of precise control at a granular level, aligned with the users’ respective organizational hierarchy.
User Management
Administrators will need to invite stakeholders, leaders and managers to create their account profiles within Core-Strategy. After entering key details such as name, email ID, and organizational affiliation, users receive email notifications inviting them to join the organization profile.
Teams
Administrators will also have an ability to build teams, which are generally temporary or purpose based groups created for ease of management of strategy and communications.
Challenges
Unclear governance and ownership across teams
Unstructured data and inconsistent processes from the start
Misalignment between teams, objectives, and priorities
Weak foundation leading to gaps in strategy execution
Setup
Define default preferences such as time zone, currency, and regional settings to ensure accuracy and consistency across operations. Optimizing your organization profile enhances brand credibility, improves communication, and streamlines business management processes.
1
Perspectives
2
Performance Criteria
3
Strategic Themes
4
Key Performance Indicators
Effective system initiation drives real results.
portfolio lifecycle
across teams
decision-making
of strategy execution
What makes Core-Strategy unique?
Initiation flows seamlessly into scanning, formulation, execution, and evaluation
Supported by both software and methodology
Start analyzing trends and opportunities from the very beginning of the process
