My strategies overview
In the strategy review session you discuss the status of the strategies. To prepare, the owners draw up a progress report. This article shows you how to build an overview of the strategies you need to report on.
Overview of strategies you need to report on
Email reminder
The email reminder is not yet available in every environment. Contact your administrator or contact person if you have questions about this.
If the process owner has scheduled the sessions, you receive an email as an owner one week before the session with a link to the actions and/or strategies you need to report on.
Via My overview
- Go to My overview > Home in the main menu.
In the Doing, learning and adjusting block you see, per upcoming action or strategy review session, what you still need to report on — for a strategy review session that includes the strategies and KPIs you are the owner of. Click Report to go straight to your open progress reports.
In the Quick links block you also find the shortcut Show my strategies , which opens an overview of all strategies you are the owner of — useful if no session is scheduled but you still want a quick view of what you are responsible for.
If the Doing, learning and adjusting block does not appear, no sessions have been scheduled or you have nothing (left) to report.
For more details, read the article My overview.
Build your own overview
No session scheduled, or do you want to choose for yourself which strategies you see? Then build your own overview in OGSM.online.
- Open an OGSM.
- In the toolbar, under View , click Report.
- Select the bookmark Strategy review session.
- Open the filter and select your own name under ‘Owner’. Make sure you filter the right component: the strategy.
- Tick Also show actions without a progress report to include items you have not yet submitted anything for.