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 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.

Accessing the Report

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

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 the chosen tags. Selected tags appear as removable pills.

Health Score gauge

Average score of all scored initiatives in scope. Each initiative 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

Click a tile to filter the Exceptions panel to the matching bucket.

• On Track / At Risk / Critical / Not Set — counts of initiatives in each semaphore state.
• Stale — initiatives in one-pagers that haven't been updated for 30+ days, excluding red and not-set initiatives (those are already covered by Critical / Not Set).

Sunburst chart

A radial breakdown of initiatives by L0 pillar → cascade target. 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).

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.

Pillar breakdown

Tiles per L0 pillar with each pillar's health score and initiative count. Click a tile to filter the report to initiatives that cascade from that pillar (or carry no cascade — the "uncascaded" bucket).

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.

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 tile 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.