Template Editor

Overview

The Template Editor is an admin-only feature that allows you to customize how one-pager fields are displayed and behave across your organization. It provides two main capabilities: editing field labels and configuring read-only fields.

Access: Template Editor is available only to administrators in the Admin UI, accessible through the company profile page.

Label Editing

Customize Field Names

You can rename any one-pager field to better match your organization's terminology and culture. This helps create more meaningful and relatable strategic documentation.

Common Examples

• "Values" → "Company DNA"
• "Purpose" → "Why We Exist"
• "Mission" → "Our Mission Statement"
• "Pillars" → "Strategic Themes"
• "Enablers" → "Key Capabilities"

How to Edit Labels

1. Navigate to Admin UI → Company Profile → Templates tab
2. Select the level you want to edit template for
3. Click on the label text field and enter your preferred name
4. Save changes you don't have to save changes, just go and see your one-pagers!

Best Practice: Choose labels that resonate with your company culture and are immediately understood by all team members. Avoid jargon or terms that might confuse new employees.

Read-Only Field Configuration

Purpose

Read-only fields can only be modified through propagations from superior one-pagers. This ensures critical strategic elements remain consistent throughout your organizational hierarchy while allowing for controlled cascading of changes.

How Read-Only Fields Work

When a field is configured as read-only:

• Editors cannot directly change the field content in the one-pager
• Content can only be updated when propagated from a superior one-pager and accepted
• Field appears grayed out or disabled in the editing interface
• Maintains strategic alignment by preventing unauthorized changes to cascaded content

Common Read-Only Use Cases

Recommended for read-only configuration:

• Purpose, Mission, Vision on lower-level one-pagers (controlled at company level)
• Pillar names on team one-pagers (propagated from superior initiative names)
• Success definitions of pillars (propagated from superior initiative goals)
• Strategic themes that should remain consistent across departments

Not recommended for read-only:

• Values on company-level one-pagers (should be editable at the source)
• Local initiatives that teams need to customize for their specific context
• Metrics and KPIs that vary by department or team

Read-only fields are greyed-out for collaborators in edit mode

Configuring Read-Only Fields

1. Access Template Editor through Admin UI → Company Profile
2. Locate the field you want to make read-only
3. Toggle the "Read-Only" checkbox for that field

Best Practices

Use read-only fields when:

• Strategic consistency is critical across the organization
• Content should only change through formal cascading processes
• You want to prevent accidental modifications to key strategic elements

Avoid read-only fields when:

• Teams need flexibility to adapt content to their specific context
• The field represents local decisions or metrics
• Over-restriction could hinder effective strategy execution

Important: Be strategic about read-only configuration. Over-restricting fields can make one-pagers less useful for teams, while under-restricting can lead to inconsistent messaging across the organization.

Managing Template Changes

Impact on Existing One-Pagers

• Label changes are applied immediately across all existing one-pagers
• Read-only configuration affects editing behavior but doesn't change existing content

Reverting Changes

• Label changes can be reverted at any time by editing the label again
• Read-only settings can be toggled on or off as organizational needs change
• No content is lost when configuration changes are made

Template customization helps create a strategic planning experience that feels native to your organization's culture and processes.