Strategy Completion Report

Overview

The Strategy Completion Report helps you identify which one-pagers are fully filled out and which still have gaps. It analyzes structural completeness — missing titles, empty mandatory fields, pillars without names or initiatives — giving you a clear picture of how ready your strategy documentation is.

Accessing the Report

Location: Navigate to Manage > Strategy Completion Report in the main navigation.

Required Permission: Users need the reports:view permission to access this report. This permission is assigned to both admin roles and the one-pager-owner role, so anyone who owns a one-pager can access reports.

Data Visibility

What you see in the report depends on your role:

• Admins (users with enterprises:manage permission) see data for all one-pagers across the organization.
• One-Pager Owners see data only for their owned subtree — the one-pager(s) they own plus all descendants. If you own multiple one-pagers, a dropdown lets you switch between subtrees.
• No Ownership — if you have reports:view but don't own any one-pagers, you'll see an empty state prompting you to contact your admin.

Understanding Completeness Checks

Each one-pager is checked for the following issues:

Check	What It Means
Missing Title	The one-pager has no title set
Empty Mandatory Fields	Required fields (mission, purpose, etc.) are blank
Empty Pillars	The one-pager has no pillars defined
Pillars Without Names	One or more pillars exist but have no name
Pillars Without Initiatives	One or more pillars have no initiatives
Initiatives Without Names	One or more initiatives exist but have no name

Each check shows one of three statuses:

• ✓ (green) — OK, no issue found
• ✗ (red) — Direct issue on this one-pager
• n/a (red) — Issue inherited from a cascaded (parent) item

A one-pager is Complete when all checks pass, and Incomplete when any check fails.

Interpreting the Report

Summary Overview

The top-level table shows completeness aggregated by organizational level:

• Level — Organizational level (L0, L1, L2, etc.)
• # OPs — Count of one-pagers at this level
• Issue columns — How many one-pagers at this level have each type of issue (color-coded: green for 0, red for any)

Level Details

Below the summary, each level expands into:

• Total Issues — Sum of all issues at this level
• Complete / Incomplete One-Pagers — Quick count of fully complete vs. incomplete
• Individual One-Pager Status — Table listing each one-pager with per-check status indicators and an overall Complete/Incomplete badge

Best Practices

For Strategy Leaders

1. Pre-launch check — Run the completion report before activating a new strategy version to catch missing content
2. Focus on red levels — Prioritize levels with the most issues
3. Track progress — Re-check periodically as teams fill in their one-pagers

For One-Pager Owners

1. Review your subtree — Use the report to see which one-pagers under your responsibility still need attention
2. Address direct issues first — Fix issues marked with ✗ before worrying about cascaded (n/a) ones
3. Complete mandatory fields — Missing mandatory fields and missing titles are the most common gaps

Common Use Cases

Strategy Readiness Assessment

Use this report to answer: "Are all one-pagers ready for review?" Filter down to your level and ensure zero incomplete one-pagers before requesting approval.

Onboarding New Teams

When new departments are added, their one-pagers start empty. Track their progress from initial creation to full completion.

Pre-Approval Check

Before moving one-pagers to "finished" status, verify that the completion report shows no structural issues remaining.