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Overview

The Strategy page is your command centre. It brings your entire strategy together in one consolidated, always-current view so the whole team works from the same picture. A complete strategy can include:

Vision & values

Strategic goals

Challenges

3–5 year & annual targets

Quarterly targets

Imported automatically from your Roadmap.

Key performance indicators

Imported automatically from your Performance page.

Business model

Competitor analysis

Keeping everything on one page makes it easy to check that each element supports the others. You can collapse sections to focus on a single element at a time.
The Ciclo Strategy page showing vision, goals, and targets together

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Build your strategy

1

Open your team's Strategy page

From the home page, pick your team in the team selector, then choose Strategy in the sidebar. A new team starts with a blank strategy.
2

Open the editor

Start editing to reveal the panel with every strategy element. Begin with your Vision — it’s the foundation everything else builds on.
The strategy editing panel
Editing the vision statement
3

Get expert guidance

Each element has an information (i) icon with best-practice guidance on how to describe it, drawn from years of work with executive teams. Use it whenever you’re unsure how to phrase an element.
Expert guidance panel for a strategy element
4

Refine your wording with AI

After drafting an element, use Refine to get an AI analysis of what to improve, suggested edits, and alternative versions you can apply with one click. The AI also considers the rest of your organisation’s strategy to keep language consistent.
The AI refine panel showing suggested improvements
5

Fill out the remaining elements

Work through strategic goals, values, challenges, 3–5 year targets, and annual targets. Quarterly targets and KPIs flow in automatically from your Roadmap and Performance pages.
Editing strategic goals
6

Run an AI analysis of the whole strategy

Use the analysis action to get an assessment of your strategy’s health: what’s working, what to improve, and a few specific, actionable insights. It checks your strategy against best practice and for internal consistency.
AI analysis of the strategy

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Stay aligned across teams

Use Import to pull a strategy element from another team in your organisation.
Importing strategy elements from another team
Imported elements show a linked icon. If the original team updates that element, the change cascades to yours automatically — so the organisation stays consistent. The moment you edit the text yourself, the link breaks and automatic cascading stops, letting you customise where you need to. See the Alignment view for the full picture of how everything connects.

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Best practices

Always begin with your vision to establish the foundation for every other element.
Make sure each element supports your vision and connects logically to the others.
If your team shares elements with the broader organisation, import them so updates cascade instead of drifting out of sync.
Re-run the AI analysis whenever you make significant changes to keep everything coherent, and use the strategy page as a reference in team meetings.

Your first strategy in 5 minutes

Plan your Roadmap

Track KPIs

Alignment view