Overview
The Strategy Execution Report helps you monitor how well your organization is executing on strategic initiatives by tracking semaphore status (🟢 🟠 🔴) across all organizational levels. It provides a clear view of execution health, helping you identify areas needing attention before they become critical.
Accessing the Report
Location: Navigate to Manage > Strategy Execution Report in the main navigation.
Required Permission: Users need the enterprises:manage permission to access this report (typically enterprise admins and strategy leaders).
Understanding Health Scores
Each organizational level receives a health score based on the semaphore status of items at that level:
- 🟢 Green (On Track): 100 points
- 🟠 Yellow (At Risk): 50 points
- 🔴 Red (Critical): 0 points
- ⚪ Not Set: Excluded from calculation
Calculation: The health score is the average of all points from items with a set status.
Example: If a level has 3 green items (300 points), 2 yellow items (100 points), and 1 red item (0 points), the health score is 400 ÷ 6 = 66.7%.
Health Score Ranges
- 80%+ (Green): Healthy execution, most items on track
- 60-79% (Yellow): Moderate risk, attention needed
- <60% (Red): High risk, significant execution challenges
Using Filters
The report supports two types of filters to help you focus on specific areas:
OP Element Filter
- All - Shows semaphores from all content types
- Initiatives - Focus on initiative-level execution (currently most active)
- Pillars - Coming soon (disabled until semaphores are enabled)
- Enablers - Coming soon (disabled until semaphores are enabled)
- Strategic Fields - Coming soon (disabled until semaphores are enabled)
Semaphore Status Filter
- All - Shows all semaphore statuses
- 🔴 Critical - Items requiring immediate attention
- 🟠 At Risk - Items needing monitoring
- 🟢 On Track - Items performing well
- ⚪ Not Set - Items with semaphores enabled but no status set
Interpreting the Report
The report shows two main sections:
Summary Table
- Level - Organizational level (L0, L1, L2, etc.)
- # OPs - Count of one-pagers at this level
- Health Score - Overall execution health percentage with color coding
- Status Distribution - Count of items by semaphore status (🟢 🟠 🔴 ⚪)
- Total Items - Total semaphore-enabled items at this level
Level Details
For each level with semaphore data, you'll see:
- One-Pager - Source one-pager title (clickable link)
- Item - Specific item name (initiative, pillar, etc.)
- OP Element - Content type (Initiative, Pillar, etc.)
- Status - Visual semaphore indicator
- Status Narrative - Detailed explanation of current status
Best Practices
For Strategy Leaders
- Regular Review - Check execution health weekly during strategic cycles
- Focus on Critical Items - Address 🔴 items within 24-48 hours
- Monitor Trends - Track health score changes over time
- Identify Patterns - Look for levels or areas consistently showing risk
For Team Leads
- Keep Status Current - Update semaphore status at least weekly
- Write Clear Narratives - Provide specific, actionable status reports
- Early Warning - Flag items as 🟠 before they become 🔴
- Include Context - Document blockers, dependencies, and mitigation plans
Common Use Cases
Executive Dashboard
Use All/All filters for a comprehensive organizational health view. Focus on red items for immediate escalation needs.
Initiative Management
Filter by Initiatives/All for execution oversight. Use Initiatives/Critical to identify urgent interventions.
Risk Assessment
- Critical filter shows items requiring immediate attention
- At Risk filter identifies emerging issues
- Not Set filter finds items missing status updates