Overview
Strategy versions let your organization plan ahead for the next strategy cycle without disrupting the current one. Each version contains a complete copy of your one-pager hierarchy — same teams, same structure — so you can start working on next year's strategy while the current one remains active.
Where to find it
Top nav → Admin → Company Profile → Strategy Versions tab (administrators), or Admin → Strategy Versions (program managers). Managing versions is available to administrators and program managers.
To see your versions next to the strategy periods and plan from which period each one becomes active, go to Top nav → Manage → Strategy Governance → Versions tab — see Versions and periods below. Creating, renaming, activating and deleting versions stays in Company Profile.
How versions work
Your organization always has one active version, which everyone sees by default. When you create a new version, it starts as inactive and is cloned from the active strategy.
By default, each cloned one-pager keeps the same team name, full content, owners, tags, and cascade relationships. Status is reset to "Not started" so teams can begin fresh planning. Comments and history are not copied. You can customise what gets cloned using the Cloning Options described below.
Each strategy version also has its own templates. Cloning a strategy version copies the source version's templates, so the new version starts with the same field labels and read-only settings. After cloning, template changes in one strategy version do not affect any other strategy version.
Managing versions
Enterprise admins and program managers manage strategy versions from the Strategy Versions tab in the organization admin panel.
Creating a new version
- Go to the organization admin panel
- Click the Strategy Versions tab
- Click New Version
- Enter a name (e.g. "Strategy 2027")
- Select the Start and End months for the strategy period
- Optionally, adjust the Cloning Options (see below)
- Click Create
The system clones the active strategy into the new version according to your chosen options.
Administrators and program managers can also get to the Strategy Versions tab from any one-pager view: the version switcher dropdown ends with a Manage versions entry, and while the organization has only one version a Manage versions button appears in the switcher's place.
Cloning options
When creating a new version, the Cloning Options section lets you control which levels are included and how much content is carried over. For each level you can:
- Include or exclude it from the new version. Excluding a level also excludes all levels below it. Level 0 is always included.
- Toggle content — choose between cloning the full content or creating blank one-pagers with only their title and settings. Disabling content also disables it for all levels below.
Activating a version
Only one version can be active at a time. To switch which version is active:
- In the Strategy Versions tab, find the version you want to activate
- Click Activate
- Confirm the action
All users will see the newly activated version by default.
The strategy periods follow: every period that has not started yet and was running on the previously active version now runs on the version you activated. A period planned for another version with Active from keeps its plan, and periods that have already started keep the version they started on.
Renaming a version
- Click Edit next to the version
- Update the name
- Click Save
Archiving a version
Archiving makes a version fully read-only. One-pagers, cascades, comments, and ratings within an archived version can no longer be edited.
- In the Strategy Versions tab, find the version you want to archive
- Click Archive
- Confirm the action
The active version cannot be archived — activate a different version first. Archived versions show an "Archived" badge in both the admin tab and the version switcher.
To restore editing, click Unarchive on an archived version.
Deleting a version
- Click Delete next to the version
- Confirm the action
The active version cannot be deleted — activate a different version first. Archived versions can be deleted without unarchiving first. Deleting a version permanently removes all its one-pagers.
Versions and periods
Your strategy runs in strategy periods — quarters, four-month periods or half-years. Each period runs on one active version. A version can be the active one for several periods in a row, and two periods that follow each other can run on different versions — for example, this year's strategy until the annual review, next year's from the period after it.
The Versions tab
Top nav → Manage → Strategy Governance → Versions lists every strategy version of your organization. The tab is available to users whose role lets them view governance; administrators and program managers have it by default.
Each row carries a chip with the version's state — active, draft or archived — and a line saying where it stands in time:
- created 3 Mar 2026 · active from Q1 2027 — when the version was created and the first period it is planned to be active in;
- active in Q1 2026 – Q4 2026 — the periods the version has been the active one in;
- drafted during Q3 2026 – Q4 2026 — the periods in which the version was being prepared: from the period it was created in until the first period it is planned to be active in. A draft with no period planned yet is drafted during every period since it was created.
- planned, not yet active — closes the line of a draft that has a period planned but has not been activated yet.
Archive and Unarchive work as in Company Profile (see Archiving a version). Create version takes you to the Strategy Versions tab in Company Profile, where the cloning options live.
Planning when a version becomes active
Administrators and program managers see an Active from select on each version. It offers the periods that have not started yet. Choose one, and the version is recorded as the one that period — and every planned period after it — runs on.
Nothing switches by itself. Choosing a period records the plan; the version you planned becomes the active one only when someone makes it so:
- by clicking Activate in Company Profile → Strategy Versions (see Activating a version), or
- in a later release, by starting that period on the governance calendar.
Until then, the periods table on the Calendar tab reads planned, not yet active under the version's name. Activating a version in Company Profile moves the periods that have not started and were running on the previously active version onto it; the periods planned for another version keep their plan.
To undo a plan, choose the same period in the currently active version's Active from: the periods from that one on go back to the active version.
Archived versions cannot be planned. If you archive a version that periods are already planned on, those periods keep pointing at it and the periods table reads archived · plan a version — choose another version's Active from for them. Unarchive brings the version's plan back as it was.
Periods by versions
Below the list, the Periods by versions strip draws the same thing as a grid: one row per version, one column per period. A solid cell means the version is active in that period, a dashed one that it is drafted during it, and a muted dashed one that the version was archived after being planned for it — choose another version for those periods. The outlined column is the period in focus.
Switching between versions
A version switcher dropdown appears at the top of the one-pager list, show, and edit views — once your organization has more than one strategy version. (A brand-new organization starts with a single "Initial" version; until a second version is created, administrators and program managers see a Manage versions button in the switcher's place instead.) The active version is marked with a green "Active" badge, and archived versions show an "Archived" badge. For administrators and program managers, the dropdown's last entry is Manage versions — a shortcut to the Strategy Versions tab in the admin panel, where new versions are created.
When you switch versions while viewing a specific one-pager, the system automatically navigates to the corresponding one-pager in the target version. A warning banner appears when viewing an inactive version. One-pagers in archived versions open in read-only mode.