Product Review

Alignment Triangle

Single Page View

What this is: One page listing all components assigned or owned by your team.

Why it’s important: Displaying a team’s plan on one page allows for a quick review of team projects, in addition it allows team leaders to decide how to connect new projects that emerge.

Value Prop: It visualizes the alignment triangle from a bird’s eye view of what projects are linked together and which ones need to be aligned with the team.

  1. Start at the Alignment Triangle
  2. Click on ‘Show All Components’ below the Alignment Triangle
  3. Objectives, Strategies, and Initiatives are laid out, with components nested beneath those they support.
  4. Scroll down or to the right to view the entire page and use the dropdown at the top with the current team to change between teams in your organization.
  5. Lines between components represent a dependency, and components that are indented are in support of those above.
  6. On the right side you have a list of siloed components (owned or assigned to the team but not currently connected to any other components)
  7. Drag and drop the siloed components onto linked components to connect them.

 
AWIZ-676

Status Updates/Presentation Mode

What this is: Text, percentages, and risk profiles entered by the user that are connected to an Alignment Triangle component. These statuses can be collected and displayed in a presentation panel by each team.

Why it’s important: To create a shared consciousness, contextualized information needs to spread virally. A common platform to share data requires information from current business plans and current updates around the plan’s or project’s progression.

Value Prop: Sharing knowledge and perception around shared strategic goals, including key milestones, risks, and help required allows teams to build a shared consciousness. By easily aggregating and share their status updates, through one live collaborative space optimizes the time spent preparing and executing a Keystone Forum.

Dependency

  1. Begin by selecting an objective, strategy, or initiative in the Alignment Triangle. On the far right panel, there are four tabs, click on ‘Statuses’.
  2. This tab displays all the status updates created for this component
  3. Toggling the Flag icon will put this into the Team Notes, which can be accessed by clicking on the paper icon in the upper right of the team icon.
  4. The presentation bar at the top of the screen will then allow you to cycle through the flagged components and status.
  5. Click the Edit button in the presentation bar to review flagged statuses, and create a one page presentation of all statuses and their connected components.
  6. Drag statuses from the left hand ‘Review’ column to the right to form a presentation.
  7. Click ‘Add Section’ on the top right of the panel to group your statuses by theme and topic.
  8. Use the rich text editor by clicking on the edit pencil in each status, and then clicking the small arrow underneath to access the panel in order to add images and links, or reformat the text.

Presentation Mode

Individual Task Management

ITM (beta) Overview

What this is: A day to day task manager for individuals to link their work to the organization’s strategy and initiatives in the Alignment Triangle.

Why it’s important: Creating accountability for individual actions and establishing connectivity across the organization’s tactical level allows for a shared consciousness to be formed and maintained. ITM can also facilitate the assigning of tasks across a team to ensure an activity goes to the person with the capability to complete it.

Value Prop: All levels of an organization now feel connected to the overarching objectives and mission of their organization. The connection has been proven to increase productivity and information sharing across small and large teams. Team leaders now have the ability to track tasks within their own team, and instantly understand the context around the task because of it’s connection to strategy. Additionally, team members from across the organization can understand how others are prioritizing tasks, and the interconnectivity between those tasks and shared goals.

  1. Access Individual Task Management button in the Navigation Bar
  2. On the left hand side is the profile section, where you can see reporting lines and navigate through direct reports by clicking on the arrow buttons next to their name
  3. Beneath, the owners’ tasks and teams are listed and persist throughout the ITM
  4. On the right will be all of the open tasks assigned to that user
  5. At the top, clicking Create Task opens the task creation page to enter details about your activity, and connect it to a component in the Alignment Triangle.
  6. Once you create multiple tasks, you can search by keyword and team, or create a set of custom filters to see other tasks.
  7. In the task list, Tasks have unique IDs, close and edit buttons, plus the high level information on the task: Title, description, Owner, Priority, and Status.
  8. To see more detailed information, click on the task to view more information, plus attachments, and comments.
  9. When a task is completed, click the ‘Close’ button near the task’s unique ID

Network Map

Network Map People Insight: Bridging Ties

What this is: A visualization of employees who serve as a bridge between teams and people.

Network Map

Why it’s important: Our Network Map has always shown Network Influencers in an easy to understand visual that helps users see how their organization is tied together operationally, rather than just relying on organizational charts. With Bridging Ties, we can visualize employees or plans who serve as nodes that bridge two groups together. These people are identified through their info/access scores and by taking into account which teams attribute these mentions. For plans, measuring the connectivity of the node uses an algorithm then plots the shortest path between multiple teams along these nodes.

Value Prop: This type of rich insight provides leaders with the ability to use these employees as pivots on which to make strategic or cultural changes inside the organization, or to understand the impact of their departure. Additionally, this could serve as an indicator of an employees’ willingness and capability at working cross-functionally in an organization.

  1. Start at the Network Map People View.
  2. To identify bridges in the organization: open the Insights modal by clicking in the lightbulb in the top right.
  3. Click on any Insight that includes ‘Bridging Ties.’
  4. This insight can also be visualized in the Network Map Plans View. Click on the dropdown button at the top of the screen to change views.

Network Map Plans View: Cluster and Bullseye View

What this is: A visualization of an organization’s plans and their connections across teams and individuals.

Why it’s important: In order to be successful in 21st century business, keeping your whole organization aligned horizontally is just as important as 20th century vertical integration. Most organizations can cascade their strategy to one or two layers beneath the executive team, but many due to size and complexity of their business, struggle to connect their strategy in the networked fashion that all leading business thinkers know is important for success. Our Network Map can visualize this cascade, but also show the strategies and operations that span many different business units and functions. Identifying dependencies between organizations helps to ensure that accountability and responsibility are properly assigned, and gives radical transparency on the work being done across the entire enterprise.

Value Prop: Our Network Map allows leaders to see second, third, and fourth order impacts across their business as the result of success or failure on a particular strategy or initiative. Contextual understanding of the networked connections between work also provides awareness on the operator level in an organization, allowing those who are the closest to the problem to solve it by working directly with impacted parties, rather than going up and down a chain of command. In addition, making a strategic pivot spreads virally through an organization because all those affected are notified of the change and asked to make adjustments appropriately. In the end, speed of execution is increased due to this increased situational awareness and networked approach to accomplishing business objectives.

Plans View

  1. Start at the Network Map Plans View. The default display is Cluster View.
  2. Everything from the Alignment Triangle is visualized based on the dependency lines of the objective, strategy, or initiative.
  3. Business components are clustered by team and provide insight into how the organization is connected in terms of the execution of plans.
  4. Notice teams that form a bit of a separate branch in terms of the connections between their business components and other teams. Also displayed are siloed plans: groupings that form their own island. Finally, also visible are individual business components that are not connected to any other components.
  5. Click on a plan to see the connections visualized like a network.
  6. Hover over the other nodes to see the plans, or click on the nodes to continue down that particular chain of strategy or execution.
  7. Double click on a node to dive deeper into this grouping of plans in the Bullseye View
  8. The dependencies are visualized in a hierarchal manner – ‘In Support of’ above, and ‘Dependent On’ below.
  9. Click on another plan to see the Bullseye redraw to focus on that particular plan. The Plan Panel on the left provides further details, like teams and individuals involved along with all the dependencies in text form.
  10. Both Cluster View and Bullseye view can be filtered to see only particular types of plans: their risk level or their progress level. Access the Insights panel by clicking on the Light Bulb in the top right.

Bullseye

Have questions about CrossLead?

We’ll help you get your team operating at its best.

  • This field is for validation purposes and should be left unchanged.