Strategy Evaluation Report

Overview

The Strategy Evaluation Report shows how the strategy is doing at a glance and lets you drill into the specific initiatives that need attention. It pulls together the semaphore status (🟢 🟠 🔴) you and your team set on initiatives and enablers across the strategy, and turns them into a single dashboard with health-score, KPI tiles, a sunburst chart, an exceptions panel, status-by-level bars, and a filterable initiative tree.

The report was previously called the Strategy Execution Report.

Where to find it

Top nav → Manage → Evaluation Report.

Required Permission: reports:view. This is granted to admin roles and to the one-pager-owner role, so anyone who owns a one-pager can open the report.

What you see depends on your role

• Admins (with the enterprises:manage permission) see the full hierarchy.
• One-Pager Owners see only their own subtree — the one-pager(s) they own plus all descendants.
  • If you own two or more top-level one-pagers (e.g. several departments), a subtree selector dropdown lets you switch between them. One-pagers that are descendants of another you already own aren't listed separately — they're already covered by the parent's subtree.
• No ownership — if you have reports:view but don't own any one-pager, you'll see an empty state directing you to your admin.

Reading the Dashboard

Header

• The active strategy version's name (e.g. Strategy 2026, Initial) followed by today's date.
• Generate AI Summary button (admins only) — opens a streaming, board-level executive summary of the current scope in a new tab.

Filters (top of the page)

• Date range — month pickers limit the report to initiatives whose start/end dates overlap the chosen window. The reset button restores the active strategy version's start/end dates (or Jan–Dec of the current year if the version has none set).
• Tags — searchable dropdown filters one-pagers down to those carrying all of the chosen tags (selecting multiple narrows the result rather than widening it). Ancestors of a match are kept in the Initiative Details tree as empty rows so the hierarchy is preserved, and they show an italic caption explaining why they appear. Selected tags appear as removable pills.

Health Score gauge

Equal-weighted average score of all scored initiatives and semaphore-enabled enablers in scope. Each scored item contributes:

• 🟢 On Track — 100
• 🟠 At Risk — 50
• 🔴 Critical — 0
• ⚪ Not Set — excluded from the average

Gauge colour bands: 80%+ healthy, 60–79% needs attention, below 60% high risk.

KPI tiles

Four tiles — On Track / At Risk / Critical / Not Set — show the count of initiatives in each semaphore state. Click a tile to filter the Exceptions panel to the matching bucket.

Sunburst chart

A radial breakdown of initiatives by their root cascade source (top-level pillar or enabler from your scope's root one-pager). Click a segment to filter the Initiative Details tree to that subtree.

Exceptions & Attention Needed

Tabs for Critical / At Risk / Not Set / Stale / All. Each row shows the parent one-pager, the initiative name, semaphore dot, status narrative, and timeline bar. Click the link icon on hover to jump straight to the initiative inside its one-pager (the page scrolls and highlights it).

The Stale tab lists initiatives in one-pagers that haven't been updated for 30+ days, excluding red and not-set initiatives (those are already covered by the Critical and Not Set tabs). It appears only when there are stale initiatives to show.

Status by Level

Per-level bars (L0, L1, L2, …) showing the breakdown of initiatives by semaphore status. Click a segment to filter the Initiative Details tree to that level.

Strategy Summary cards

The row of cards near the top of the report is the Strategy Summary. Each card represents a pillar or an enabler from the one-pager at the top of your view:

• For administrators: the active strategy's top-level (L0) one-pager.
• For one-pager owners: the one-pager you own (your subtree's root).

The card aggregates every initiative in descendant one-pagers that traces back to that pillar or enabler via cascade. A 67% green score means 67% of all initiatives below this pillar/enabler are currently on-track.

You'll see a card for every pillar and every enabler at the top, even ones with no initiatives yet. A pillar with nothing cascaded down shows 0 initiatives and an N/A score. An enabler can also carry its own execution status, set directly on the enabler card in the one-pager view — when it does, its summary card reflects that status colour even with no cascaded initiatives beneath it.

Click a card to filter the rest of the report to that pillar/enabler's subtree. The filter badge that appears (next to the section headings) shows "Pillar: X" or "Enabler: Y" so you can tell at a glance which type you're filtered on.

"Not cascaded"

If a one-pager below the top contains a pillar or enabler that wasn't cascaded from the top-level one-pager, the initiatives inside it can't be traced back to a top-level source. Those initiatives are bucketed under Not cascaded. To group them under their proper source, cascade the corresponding pillar or enabler from your top-level one-pager.

Initiative Details tree

The full tree of one-pagers in scope, each rendered as a collapsible card. Inside a card you see the one-pager's pillars and initiatives with their semaphore status, narrative, owner, and timeline. Cascading filters at the top of the section (status, level, one-pager) narrow what's shown without losing the overall scope.

By default, only the top-level one-pager's initiatives are visible. Child one-pagers are listed in collapsed form — click any one to expand its initiatives. Use Expand all / Collapse all in the section header to toggle every block at once.

Common Use Cases

• Weekly executive review — open the report, glance at the gauge and KPI tiles, click Critical to see what needs immediate attention, then drill into specific initiatives.
• Department lead — your subtree selector shows just your area. The Initiative Details tree gives you a per-OP view of how each of your teams is reporting status.
• Risk identification — the Stale tab shows initiatives that haven't been touched recently; useful for chasing missing updates before status reviews.

Semaphore Visibility and Permissions

Visibility of semaphore data is governed by one-pager ownership and organisational role.

Who Can See Semaphores

Role/Context	Can View	Can Edit
Enterprise Admin	All semaphores	All semaphores
Owner of the one-pager	Yes	Yes
Owner of a parent one-pager	Yes (entire subtree)	Yes (entire subtree)
Owner of a child one-pager	Parent's semaphores only	No
Enterprise Collaborator	Only if transparency mode enabled	Only owned items
Enterprise Viewer	Only if transparency mode enabled	No

Understanding Ownership

When you create a one-pager or are assigned as its owner, ownership grants you:

• View access to semaphores on your one-pager and all its children
• Edit access to update semaphore status on your one-pager and children
• Parent visibility — you can see (but not edit) semaphores on parent one-pagers

Ownership requires the Enterprise Collaborator role or higher; Enterprise Viewer is read-only and cannot own one-pagers.

Full Transparency Mode

Organisations that prefer open visibility can enable Full Transparency Mode by contacting their administrator. When enabled, all users with one_pagers:view can see semaphores across the organisation; edit permissions still follow the ownership rules above.