31 docs tagged with "How-To"

Using the COS AI Assistant to get strategy guidance, generate content, and analyze your data.

COS Analysis Phase – analyze current state, market conditions, and organizational capabilities with 9 tools.

Creating and using Balanced Scorecard (BSC) in COS to visualize strategy across four perspectives.

Using the BCG Matrix module in COS with the real entry and KPI workflow.

COS Context Phase – define your organization, build the product catalog, start the strategic cycle, and write mission & vision.

Using dashboards to see strategic progress, OKR scores, alignment.

Using Digital Maturity Assessment (DMA) to measure and track your organization's digital capability levels.

How to configure and customize the Digital Maturity Assessment (DMA) template for your organization in COS.

Using Excellence Assessments to evaluate organizational excellence across standard or custom frameworks.

How to configure and customize the Operational Excellence assessment template for your organization in COS.

COS Execution Phase – bring strategy to life with BSC and OKRs, track with WBR/MBR/QBR cadence.

Using the Findings module to collect, review, and promote cross-module findings.

WBR, MBR, QBR, ABR meeting preparation, agenda, follow-up.

Alignment analysis between OKRs, strategy-OKR-KPI connections.

How to use the KPI & IPF Library to manage standard performance indicators across the organization.

How to create, update, and track your personal OKRs in the My OKR view.

Understanding and managing in-app notifications in COS.

Using the OKR Control Center to manage, review, and govern all OKRs across the organization.

How to create and manage OKR Cycles — the quarterly or annual execution containers within a strategic cycle.

OKR and strategy scoring process, quarterly closing.

PHASE 1 steps - Organizational structure, add users, start strategic cycle.

PHASE 2 VRIO workflow in COS — create resource analysis reports, evaluate resources with Value/Rarity/Inimitability/Organization, and read competitive outcomes.

PHASE 3 steps - Current state analysis, SWOT, PESTLE, BSC, Digital Maturity, assessment.

PHASE 4 steps - Creating themes, theme-SWOT-BSC links, creating OKRs.

Using the Porter module in COS with the real entry and KPI workflow.

Using Product SWOT and Product Scorecard in COS with the actual data model.

How to manage Products in COS — the product catalog that links your portfolio to strategy.

Using Strategy Reports, Performance Reports, and Roadmap to view and share strategic progress data.

How to manage the Resources Library in COS and reuse resources in VRIO reports.

Using SWOT Analysis in COS to synthesize internal and external findings into strategic clarity before defining OKRs and themes.

COS Synthesis Phase – synthesize analysis findings with SWOT and define 3-5 strategic themes.