Getting Started with Strategy to Execution

Step-by-step instructions will be included in this guide for implementing the Strategy to Execution Use Case.

Simon Wilkes avatar
Written by Simon Wilkes
Updated over a week ago

Strategy to Execution enables you to link your organization's strategic goals with execution and progress tracking. This enables you to answer critical questions about what you are doing, why, how much it will cost, and who will benefit.

Before diving into this guide, we recommend watching the following videos ๐ŸŽฅ


Purpose and Scope

Start by reviewing the Purpose, Scope, and Rationale document. In this document, we outline the problems the solution aims to solve, the questions it addresses, and the assets created to answer these questions for different stakeholders.


Strategy to Execution is one use case but the bundle consists of many parts:

Each of these is grouped into a preconfigured presentation that covers different aspects of the solution, such as:

  • Strategy and Objectives: These presentations cover strategy, objectives, progress tracking, priority definition, and cost and progress information aggregation.

  • Initiatives: These presentations are divided into two parts - tracking initiative progress and initiative cost management (budget, actuals, CapEx, and OpEx).

  • Impact: These presentations focus on the impact of initiatives on the business, application landscape, and capability deltas.


Understand the components, references, fields, and any Gremlin calculations in the strategy to execution solution by reviewing the Strategy to Execution Metamodel document.

Archiving and Partitioning

The Strategy to Execution Use Case generates a high volume of information over time. Consult our Navigating the Transient Nature of Strategy to Execution document to learn techniques for managing this information, filtering it out of reports and visualizations when it becomes less relevant.

Implementation Steps:

Take advantage of our two Excel import templates to streamline data entry and speed up the process:

Step 1: Define Strategic Objectives and Key Results (OKRs)

1.1 Identify the key objectives for your organization for a specific period.

1.2 Assign objective owners to each objective and ensure they create or update the necessary objective information.

1.3 Define Key Results or quantified metrics for each objective to measure progress and success.

1.4 Utilize dependency maps for visualizing relationships or hierarchy in a compact format. Structured, aggregated, and clear references are a great way to present objective information to owners.

Step 2: Identify Initiatives and Capability Deltas

2.1 Identify the initiatives required to achieve the strategic objectives.

2.2 Assign initiative owners and create an initiative component for each initiative.

2.3 Define the impact of the initiatives on the business and IT aspects of your organization.

2.4 Create Capability Deltas to represent the changes or improvements needed for the capabilities in your organization.

Step 3: Establish Relationships between Objectives, Initiatives, and Capability Deltas

3.1 Create a loop of references between Objective, Initiative, and Capability Delta components, ensuring that they are interconnected and traceable.

3.2 Update the progress of objectives and initiatives as they move forward.

Step 4: Visualize and Analyze the Strategy to Execution Process

4.1 Utilize timeline visualizations to display the progress of your initiatives and capability deltas as a roadmap.

4.2 Use Ardoq Discover, dashboards, reports, and viewpoints to provide relevant information to stakeholders.

Step 5: Monitor and Adjust the Strategy to Execution Process

5.1 Regularly assess the progress of objectives and initiatives, adjusting them as needed to respond to changes in context or priorities.

5.2 Use trigger events (Broadcasts) to guide stakeholders through the process and ensure that all necessary information is updated.

5.3 Archive Capability Delta components when their related initiatives are completed, and update the maturity level of the impacted capabilities.

Step 6: Evaluate and Improve the Strategy to Execution Process

6.1 Periodically assess the overall performance of the Strategy to Execution process, identifying areas for improvement and adjusting the process accordingly.

6.2 Update trigger rules, viewpoints, dashboards, surveys, and reports as needed to ensure that the process remains effective and efficient.

With this Getting Started Guide, your organization will be better equipped to plan, execute, and monitor its strategic initiatives, ultimately achieving success.

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