Context Phase
Audience: Strategy Manager, CEO, Organization Admin Phase: 1 / 4 — Context Summary: The starting point of the strategic journey. Here you define organizational identity, product/service scope, the strategic cycle, and direction (mission & vision).
What Happens in This Phase?
The Context phase answers four foundational questions:
| Question | Module |
|---|---|
| What is our organizational structure? | Organization (/org) |
| What do we offer? | Products & Services (/products) |
| What period are we working within? | Strategic Cycles (/strategic-cycles) |
| Why do we exist and where are we going? | Mission & Vision (/mission-vision) |
Modules
Organization (/org)
Define the company hierarchy (Holding → Company → Department → Team). Invite users and assign roles.
Done when:
- ✅ At least one company record exists
- ✅ Departments and teams are defined
- ✅ CEO and Strategy Manager roles assigned
Products & Services (/products)
Enter the company's products and services into the catalog. Each product will be referenced in analysis and execution phases.
Done when:
- ✅ At least one product/service record exists
- ✅ Products are assigned to the correct category and cycle
Strategic Cycles (/strategic-cycles)
Define the time frame for your strategic work. All analyses, themes, and OKRs are linked to a cycle.
Steps:
- Enter a cycle name (e.g. "2025 Strategy Year")
- Set start and end dates
- Select scope (company, department, or team)
- Save as Active
Done when:
- ✅ One active cycle exists
- ✅ Date range and scope are defined
Mission & Vision (/mission-vision)
Write the organization's purpose (mission) and future direction (vision).
Mission — "Why do we exist?"
- Action-oriented, timeless
- ✅ Example: "To deliver fast, reliable, and scalable software solutions to our customers."
- ❌ Not: "To be successful"
Vision — "Where are we going?"
- SMART: Specific, Measurable, Achievable, Relevant, Time-bound
- ✅ Example: "By end of 2025, Turkey's most preferred SaaS platform, NPS > 80, revenue $150M"
Done when:
- ✅ Mission is written
- ✅ Vision meets SMART criteria
- ✅ Both are linked to the active cycle
Context Phase Completion Checklist
| Check | ✅ |
|---|---|
| Organization structure set up | |
| Product/service catalog entered | |
| Strategic cycle is active | |
| Mission written | |
| Vision written (SMART) |
Next Phase
Context complete → Analysis Phase
In the Analysis phase, the internal and external reality is examined with 9 tools within this established context.