Strategy Management

Metadata

• Practice ID: EXEC-STRAT-01
• Status: Draft
• Version: 1.0
• Owner Role: Chief Strategy Officer / Strategy Lead
• Guild: GL01 Executive Guild

Purpose and Objectives

This practice defines how Calab.ai develops, communicates, and executes strategic plans. It ensures organizational alignment on vision, mission, strategic goals, and key initiatives. The practice encompasses strategic planning processes, OKR (Objectives and Key Results) management, and strategic portfolio governance.

Scope

In Scope

• Strategic planning and vision setting
• OKR definition, tracking, and review
• Strategic initiative identification and prioritization
• Market analysis and competitive positioning
• Strategic alignment across the organization
• Long-term roadmap planning

Out of Scope

• Detailed operational planning (owned by respective practices)
• Individual project execution (owned by Project Management)
• Tactical sales strategy (owned by Sales Guild)
• Product-specific roadmaps (owned by Product Management)

Interfaces

Dependencies (Practices We Depend On)

• Financial Management - Budget constraints and financial projections for strategic investments

Dependents (Practices That Depend On Us)

• All practices depend on Strategy Management for strategic direction and OKR alignment
• Product Management - Product strategy must align with company strategy
• Sales Pipeline Management - Sales targets and focus areas derive from strategy

Related Practices and Resources

Related Practices

• Financial Management - Financial planning supports strategic execution
• Product Management - Product strategy aligns with company strategy

Key Processes

• Strategic Planning Process (annual/quarterly)
• OKR Setting and Review Process
• Strategic Initiative Portfolio Management

Key Templates

• Strategic Plan Template
• OKR Template
• Strategic Initiative Charter Template

KPIs and Success Signals

• KPI 1: Percentage of OKRs achieved per quarter (Target: ≥70%)
• KPI 2: Strategic initiative on-time delivery rate (Target: ≥80%)
• Success Signal 1: Cross-functional alignment on strategic priorities
• Success Signal 2: Clear line of sight from team OKRs to company OKRs

Review Cadence

• Practice Review: Quarterly (following OKR review cycles)
• Artefact Review: Annually (strategic plan), Quarterly (OKRs)
• Owner: Chief Strategy Officer / Strategy Lead

Change Log