How to Define and Manage a Company's Strategic Goals and Key Results using the iTransform365 Framework ( Direct Approach)

Overview

iTransform365 is AIZOPlan’s standard strategic framework. It is an OKR-based model focused on defining Mission, Vision, Pillar, Core Values, Strategic Objectives, and measurable Key Results and helps organizations translate their vision and strategy into clear, actionable objectives, driving alignment, agility, and transformation across all levels.

Strategic Goals outline the organization's major objectives, while Key Results provide measurable success indicators.

This article explains how to define and manage your company's strategy Goals and Key Results using the Direct Approach in the Strategy Studio. The Direct Mode is ideal when your strategy is already defined, and you simply need to input or update your strategic attributes, goals, and key results without step-by-step guidance.

If you prefer a guided, step-by-step process, you can follow iTransform365 Wizard Stepper.

💡 Tip: You can activate AIZO at any time by clicking the assistance option for real-time guidance.

📌Step 1: Access the Direct Approach

In your Strategy Office, locate and open the Strategy Studio.
Select "Direct Strategy" Option and click to continue.

🎯 Step2-Defining Strategic Goals

Select "Strategic Goals"

Click to open the "Add your company's Strategic Goal" dialog box.
Select one Pilar.
Enter a clear and concise name and description for your strategic goal.
Click to save the strategic goal.
Repeat the last steps to add more strategic goals.

📈Step3-Adding Key Results

Once goals are defined, click "Direct Strategy" again and validate.
Select "Key Results" to proceed with defining success metrics for your goals.

Click to open " Add your company's Key Result" dialog box.
Fill in the following fields:

- Title
  Provide a clear and concise name for the Key Result.

Example : Increase retention and reduce churn over the next year.

- Description
  Define what success looks like for this portfolio objective.
- Action
  Choose a strategic action verb, such as:
  Increase, Decrease, Improve, Optimize, Develop, Expand, innovate...
  Then specify the performance area or metric.
  
  Example: increase Customer Retention Rate by 15%s
- When
  Select the time horizon or timeframe for achieving the result.
- Frequency
  Choose how often progress will be tracked (e.g., weekly, monthly, quarterly).
- Reason
  Select the strategic reason for this KR (e.g., Growth, Efficiency, Market Share, Innovation, Customer Experience, profitability) and describe the rationale.
- KPI Type
  Indicate whether the result is measured by Percentage or Absolute Value.
- Initial Value
  Input the current baseline or starting point.
- Target Value
  Set the quantifiable goal you aim to reach.

Click to save the key result.
Repeat the last two steps to add more key results for each strategic goal.

Note : Every key result must be linked to a specific strategic goal. Multiple key results can contribute to the achievement of a single strategic goal.

🔍Viewing Your Strategic Summary with the strategy pyramid

The Strategy Pyramid offers a visual representation of your company's strategic hierarchy—from the most abstract (Mission, Vision) to the most operational (Portfolios, Programs, and Projects).Click the Strategy pyramid element in the Strategy Studio to provides a consolidated view of:

Strategy Attributes
Strategic Goals
Key Results

Use this view to ensure all elements are complete and aligned with your company’s direction.

Screenshot 2024-12-16 142402

🔍Viewing Your Strategic Summary with the iTransform365 View

In your Strategy Office, locate and open the Strategy Studio section.
Click on the View Icon

The iTransform365 View provides a comprehensive, visual overview of your strategy. It includes:

- Your defined Strategy Attributes (Mission, Vision, Values,Pillar)
- All Strategic Goals, organized by pillar.
- Their associated Key Results

✏️How to update your company's Strategic Goals and Key Results (OKRs)

Updating Strategic Goals

In your Strategy Office, locate and open the Strategy Studio.
Select the "Direct Strategy" Option and click to continue

Select "Strategic Goals"
Locate the specific strategic Goal you wish to update.

Click the Edit icon to open the update dialog box.
Modify the Strategic Goal description as needed

Click to save your changes.

Deleting a Strategic Goal:

In your Strategy Office, locate and expand the Strategy Studio section.
Select the "Direct Strategy" Option and click to continue
Select "Strategic Goals"
Locate the specific strategic Goal you wish to delete.
Click the "Delete" icon next to the strategic Goal you wish to remove.

Confirm the deletion by clicking "Validate".

Updating Key Result

In your Strategy Office, locate and expand the Strategy Studio section.
Select "Direct Strategy" and click to continue

Select "Key Results"
Locate the specific key results you want to update.

Click the "Edit" icon to open the update dialog box.
Modify the Key Result description as needed

Click to save your changes.

Deleting a Key Result:

Select the "Direct Strategy" Option and click to continue
Select "Key Results"
Locate the specific Key Result you wish to delete.
Click the "Delete" icon next to the Key Result.

Confirm the deletion by clicking .

✅Summary

Defining and managing Strategic Goals and Key Results (OKRs) ensures that your organization stays focused, aligned, and performance-driven. Using the Strategy Studio not only structures your strategic objectives but also provides a clear framework for measuring success. Regular updates and reviews help keep your strategy dynamic and responsive to change, ensuring sustainable progress toward your long-term goals.

👉 For a detailed step-by-step guide on Forecasting OKR or Tracking OKR progress once your OKRs are in motion see the related articles