Templates
Information about template engine, logic and sample templates.
3 articles
Understanding Strategy Templates in Strategy OverviewStrategy templates define the complete structure of client reports, including assessment items, modules, executive summary, cover page, and dashboards. They create consistency in your strategic review process across all clients.
Understanding Plan Templates in Strategy OverviewPlan templates provide pre-built structures for the flexible planning module. Use plan templates to create implementation roadmaps, onboarding checklists, project plans, and strategic initiatives.
How the Template Marketplace WorksThe Marketplace is a centralized hub where you can browse and import ready-made templates to accelerate your strategic planning process.