Overview
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 use the Balanced Scorecard Wizard Stepper
This article explains how to input, view or update your company's strategic attributes using the Direct Approach in the Strategy Studio.
To learn how to define and manage Strategic Goals and Key Results, refer to the article:
How to input and update strategy Goals and Key Results Using the Balanced Scorecard (Direct Approach) ?
💡 Tip: You can activate AIZO at any time to receive AI-generated suggestions for your Mission, Vision, Themes, and Values—tailored to your industry and Strategic context.
📌Step 1: Access the Direct Approach
- Open the Strategy Studio in your Strategy Office.
- Click "Direct Strategy" option, then click
to continue.
-
Click "Description" option
- Click "Start Your Strategy"
📌Step 2: Define Your Mission and Vision Statement
- Click
to open the "Add your company's Description" dialog box - From the dropdown, select Mission.
- Write a clear and concise Mission Statement that defines your company’s core purpose and reason for existing. The more specific and detailed your description, the better AIZO
can support future tasks and refinements. - Click
to save your mission statement. - Click to open the "Add your company's Description" dialog box
- From the dropdown, select Vision.
-
Write a clear and aspirational Vision Statement that describes your company’s desired future state and long-term goals.
- Click
to save your Vision statement
📌Step 3: Define Your Theme Statement
- Click to open the "Add your company's Description" dialog box
-
Select Theme from the dropdown list.
- Write a clear Theme Statement that describes a major area of focus that supports the Mission and Vision.
- Click
to save your Theme statement. - Repeat the process to add more Themes.
📌Step 4: Define Your Core Values
- Click once more to open another dialog box.
-
Select Values from the list.
-
Enter a clear description of a Core Value that guides your company’s behaviors and decisions
- Click to save your Value statement.
- Repeat the process to add up to 10 Core Values that define your organization's culture.
🔎 How to view strategic attributes
Within the Strategy Studio :
- Click Mission to view the mission statement.
- Click Vision to view the vision statement.
- Click Theme to view the Theme statement.
- Click Value to view the value statement.
✏️How to update a Company's strategic attributes :
1- Access the Direct Approach
- In your Strategy Office, expand the Strategy Studio section
- Select the "Direct Stategy" option and then click
to continue.
- Click "Description"
- Click "Start Your Strategy" to vizualise all Strategy attributes
2- Edit the Strategy Attributes
-
Edit
any of the existing Mission, Vision, Theme or Value statements as needed. - Click to save your changes.
✅Summary :
Defining and maintaining clear strategic attributes ensures that your organization stays aligned around a shared identity and purpose. Regular updates through the Strategy Studio help your team stay connected to the mission, vision, Themes and values that drive your success.
To learn how to define and manage Strategic Goals and Key Results, refer to the article:
👉 How to Define and Manage a Company's Strategic Goals and Key Results using the Balanced Scorecard ( Direct Approach)