How to Create a Company Strategy Using the iTransform365 Wizard Stepper 

Overview

iTransform365 is AIZOPlan’s standard strategic framework. It is an OKR-based model focused on defining Mission, Vision, Pilar, 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.

This article guides you through building your strategy using the iTransform365 Wizard Stepper in the Strategy Studio.

The Wizard Stepper follows a structured approach:

• Define Strategy Attributes : Mission, Vision, Values,Pilars
• Define Strategy Goals
• Define Key Results

Access the iTransform365 Wizard Stepper

• In your Strategy Office, locate and open the Strategy Studio.
• Select "Wizard Assistance".
  
  

• Click to continue.

📌Step 1- Choose the Framework

• The framework is selected within the organization settings.
  
  

 

• Click the Next arrow  to move to the next stage  where you begin to define your Company Strategy Attributes, Strategy Goals and Key Results.

📌Step 2: Define Strategy Attributes (Mission, Vision, Values,Pilars)

A strong organizational direction begins with a clearly defined Mission, an inspiring Vision, and a set of strong Core Values. These elements shape your corporate identity and act as a strategic compass for all initiatives and decision-making.

Providing detailed and specific descriptions is crucial. The more precise your inputs, the better AIZO can assist you with future tasks, suggestions, and refinements.
💡 You can activate AIZO at any time by clicking the assistance option  for real-time guidance.

1. Define Your Company Mission:

• Click   to open the "Add your company's Description" dialog box
• Choose Mission from the scrolling menu.
•  Enter a detailed description of your Company mission. Click AIZO for AI-generated suggestions.
  
  
  

• Click to save.
  
  

2. Define Your Company Vision:

• Click   to open the "Add your company's Description" dialog box
• Choose Vision from the scrolling menu.
• Enter a detailed description of your Company vision.  Click AIZO  for AI-generated suggestions
  
  
  

• Click to save.

3.Define Your Company Pillars 

• Select     to open the "Add your company's Description" dialog box
• Choose Pillar from the Scrolling Menu.

A "Pillar" in iTransform365 typically refers to a fundamental area or domain that supports and drives the overall digital transformation strategy. These pillars act as strategic focus areas that ensure comprehensive transformation across the organization. Each pillar encompasses specific objectives, initiatives, and metrics that align with the broader transformation goals.

• Enter a clear description of a Pillar. Click AIZO  for AI-generated suggestions.
• Click to save your first Pilar. Repeat steps to add more Pillars.
  
  

4.Define Your Company Values 

• Select     to open the "Add your company's Description" dialog box
• Choose Values from the Scrolling Menu.
• Enter a clear description of a core value that guides your company's behavior and decision-making. Click AIZO  for AI-generated suggestions.
• Click  to save your first Value. Repeat steps 1-3 to add up to 10 core Values
  
  

Once  all your strategy attributes are defined, Click the Next arrow icon   to move to the next stage  where you will define your Strategy Goals

📌Step 3: Define your Company Strategic Goals

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

1. Click   to open the "Add your company's strategic Goal" dialog box.

2. Select a Pillar from the list.

3. Provide a detailed description of the goal.  Click AIZO   for AI-generated suggestions

4. Click to save. 

5. Repeat steps 1–4 to add more Strategic Goals as needed.

After defining all strategic goals, Click the Next arrow icon  to move to the next stage  where you will define your your Key results

📌Step 4: Define Key Results

1. Click   to open the "Add your company's Key Result" dialog box

 

2. Complete the Following Fields:

• • Strategic Goal: Choose the Strategic Goal this Key Result is linked to from the scrolling list.
  • KR Title: Choose a clear, concise title summarizing the Key Result.
  • Action: Define your action plan for achieving this Key Result.
  • Frequency: Select the desired Key Result Tracking frequency.
  • When: Specify the timeline for achieving the Key Result.
  • Reason: Explain why this Key Result matters and how it aligns with your broader strategy.
  • Initial and Target Values: Set measurable initial and target values to track progress and success.
  • Description: Describe what success looks like for this Key Result.

3. Click  to save your Key Result.

4. Repeat to add more Key Results as needed.

Once complete, click Next and then Validate to finalize and display the iTransform365 View.

 

📊iTransform365 View

After validation, the iTransform365 View provides a structured, visual summary of your strategy. It includes:

• Your defined Strategy Attributes (Mission, Vision, Values,Pillars)

• All Strategic Goals

• Their associated Key Results

 

✅ Summary

Using the iTransform365 Wizard Stepper in the Strategy Studio helps you systematically define your company’s strategy—from high-level mission and vision to detailed goals and measurable outcomes. With the support of the iTransform365 framework and AIZO  assistance, your strategy becomes clearer, more actionable, and fully aligned with your organization’s transformation objectives.