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Overview

This is the quickest way to get value from Ciclo. You’ll create a vision, add a strategic goal, and let the AI help you sharpen both — all on a single page.
1

Pick your team

On the home page, use the team selector to choose the team you’re working on (for example, “Finance Team”). Each team has its own strategy, roadmap, KPIs, and actions.
The team selector
2

Open the Strategy page

Choose Strategy in the sidebar. A new team starts with a blank strategy — start editing to open the panel of strategy elements.
The Ciclo Strategy page
3

Write your vision

In the Vision section, describe where your team is headed. Stuck? Click the information (i) icon for expert guidance on how to frame a strong vision.
4

Add a strategic goal

Move to Strategic Goals and enter one specific goal — e.g. “Make tax compliance an easier, less resource-intensive process.” Be concrete about what you want to achieve.
5

Refine with AI

Use Refine next to any element to get AI suggestions and alternative wordings. Apply one with a click to replace your draft.
The AI refine panel
6

Run an AI analysis

Once you have a few elements, run the strategy analysis for an instant read on your strategy’s health and three actionable improvements.
AI analysis of the strategy
You don’t need a perfect strategy to start. Dive in with what you have — Ciclo’s guidance and AI will help you improve it as you go.

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What’s next

Add a Roadmap

Turn goals into initiatives.

Set up KPIs

Measure progress.

Invite your team

Bring others in.