May 12, 2026

Release version 13

Strategy Evaluation Report, streaming AI executive summaries, a redesigned propagation review, user follows, and a navigation compass

Release Date: May 12, 2026

Cheers!

🎵 Lucky thirteen brings a compass to find your way,
Follow your colleagues, watch the changes at play,
Evaluate, align, and let your strategy hold sway! 🎵

✨ New Features

Strategy Evaluation Report

  • Redesigned dashboard: The flat execution table is replaced by an analytics dashboard — health-score gauge, On Track / At Risk / Critical KPI cards, an interactive sunburst, an "Exceptions & Attention Needed" panel, status-by-level bars, and a filterable initiative tree.
Strategy Evaluation Report dashboard with health-score gauge, status KPI cards, sunburst, pillar cards, and the Exceptions & Attention Needed panel

  • Streaming AI executive summary: Generate an executive-style narrative in its own view that streams in progressively, links straight to initiatives, and is scoped to the subtree you're evaluating. Available to admins only — collaborators can still view the report itself.

  • AI summary in your strategy's language: For non-English strategies the executive summary now renders in the team's language first, then the English version — keeping the briefing polished for global teams.

Strategy administration

  • Mandatory fields in the Template Editor: Admins can mark any field as mandatory from the template editor checkbox, defining "what good looks like" per organization; the approval guidance tooltip then lists exactly which mandatory fields are still empty.

  • Archive and unarchive strategy versions: Archive an inactive version to make it fully read-only — no edits to one-pagers, propagations, comments, ratings, or settings — and unarchive it later.

  • Move a one-pager to a new superior: Move a one-pager and its entire subtree under a different superior one-pager from the edit view, restructuring the hierarchy without rebuilding content.

Moving a one-pager under a new superior: pick the new superior, confirm, and the hierarchy view reflects the change
  • Safer one-pager deletion: The delete dialog lists every cascade-deleted descendant by title and requires typing the one-pager's title before the confirm button enables, so the blast radius is the first thing you see.

Working with a one-pager

  • Floating compass minimap: A compass button in the bottom-right corner opens a semi-transparent minimap overlay; click any pillar, initiative, enabler, or value to jump straight to it — handy on large one-pagers.
Opening the floating compass minimap on a one-pager and clicking an enabler to jump straight to it
  • Cascade fold: Multiple cascades into the same one-pager fold into a single "folder" so dense cascade areas stay scannable, with the option to remove individual cascades or the whole folder.
An initiative box showing several cascades to the same one-pager folded into a single 'Finance' folder

Collaboration

  • Follow colleagues: A "Follow" / "Following" toggle on every user profile, plus Followers and Following lists. Followers get bell and daily-digest updates when the followed person edits one-pagers or comments — no need to browse each document.
A user profile header with the Follow toggle switched on
  • Strategy Pulse on the Home page: The "Recently changed" panel becomes a Strategy Pulse feed showing aggregated activity — content changes, comments, propagations — with filter tabs, actor avatars, and pagination.

🔧 Improvements

Propagation review

  • Redesigned Changes tab: The Changes tab in the insight bar is split into purpose-built sections — Outgoing Changes, Awaiting Acceptance, Rejected by Children, Incoming Changes, Rejected Changes — each with its own actions, and every card shows who made the change. "Needs mapping" is renamed to the clearer "Pending propagation" throughout.
Insight bar Changes tab with the new section structure: Incoming Changes cards labelled by change type, each with Cascades-from and Accept / Reject
  • Spotlight navigation: Clicking a propagation card, a cascade badge, or an initiative link in the AI summary now lands you on the right one-pager and highlights the exact item — and when you're editing, those links open the destination directly in edit mode.

Strategy versions

  • Version-scoped template configuration: Each strategy version now carries its own methodology, so template editor changes apply only to that version and don't affect historical ones; the template editor gains a version picker.

  • Strategy version date ranges: Strategy versions now support start and end dates with month pickers, anchoring reporting periods and providing fallback timing for the roadmap and Evaluation Report.

  • Selective level cloning when creating versions: The New Version flow lets admins choose which one-pager levels to clone and whether each carries full content or just structure; excluded levels drop all deeper levels too.

New Strategy Version modal: per-level cloning options with content / structure-only toggles and an excluded level
  • Version picker on Home and Search: Home and Search now offer the same strategy-version switcher as the one-pager views, and navigation preserves the selected version so you stay oriented across the app.

Other improvements

  • View/edit toggle on the one-pager: Switch between read-only and edit modes from the same page; the toggle stays disabled when editing isn't allowed (locked or archived).

  • Reports scoped to your owned subtree: Strategy reports are now available to one-pager owners (not just admins) and show only the subtree they own; owners of several unrelated subtrees get a selector.

  • Daily digest emails delivered: The morning notification digest is now scheduled and reliably sent each day.

🎨 UI/UX Enhancements

  • Faster initiative entry: Creating a new initiative now auto-focuses its name field, matching how pillars, enablers, and values already behave.

  • Wide admin tables scroll horizontally: The Organizations and enterprise-accounts tables now scroll sideways instead of truncating, improving readability on narrower screens.

🐛 Bug Fixes

  • "Create Pillar" no longer double-creates or crashes: The button is disabled while processing, preventing a double click from creating two pillars or erroring.

  • SSO users can be assigned as one-pager owners: Owner reassignment now works for SSO-provisioned users, and inconsistent historical ownership records can be repaired from the UI.

  • Untitled one-pagers no longer break selectors: Parent or linked one-pagers with no title now show as "Untitled" in cascade and reparent dropdowns instead of crashing the picker.

  • Longer one-pager comments: One-pager comments are no longer capped at 255 characters.