• Rename as needed (Goals, KPI, OKR, etc)
• Strategic outcomes are measurable, clear, and achievable long-term goals that guide an organization’s direction.
• Projects should align with strategic outcomes to focus resources effectively.
• A project can support multiple strategic outcomes, and one outcome can be linked to several projects.

1. Name
   • Description: A short, descriptive title of the strategic outcome.
   • How to Fill: Use 2-5 words to summarize the outcome. Example: Increase Customer Retention.
2. Short Description
   • Description: A detailed explanation of what the strategic outcome aims to achieve.
   • How to Fill: Provide a clear, concise description (2-3 sentences). Focus on the goal and why it’s important. Example: Improve the retention rate of monthly meal plan subscribers by offering loyalty incentives and better customer support.
     • Ideally inside each item in the database you can create a more extensive description of the strategic outcome
3. Metric/Measure
   • Description: The quantifiable indicator you will use to measure progress.
   • How to Fill: State what you will track and how it will be measured. Example: Percentage of customers renewing monthly subscriptions.
     • If you have defined metrics to follow, you can change the field type to “Select” so the Strategic Outcomes follow this defined metrics or measures
4. Target
   • Description: The specific, measurable goal to be achieved.
   • How to Fill: Clearly state the target you want to reach by the end date. Example: Achieve a 25% retention increase by Q1 2025.
5. Start/End Date
   • Description: The date when work toward the strategic outcome starts and the date that it ends.
   • How to Fill: Enter the exact date (YYYY-MM-DD) when the project or activity begins and when it should end. Example: 2023-01-01.
6. Status
   • Description: The current state of the strategic outcome.
   • How to Fill: Choose from the following options:
     • Planned: Outcome is planned but not yet started.
     • In Progress: Work toward the outcome is ongoing.
     • Completed: Outcome has been reached or the timeframe has ended.
7. Related Projects
   • Description: The IDs of the projects linked to the strategic outcome.
   • How to Fill: Input the project ID(s) that contribute to this outcome. If more than one project is involved, separate IDs by commas. Example: P001, P002.
8. Owner
   • Description: The person or team responsible for achieving the outcome.
   • How to Fill: Provide the name or team responsible. Example: Customer Success Team or Operations Manager.
9. Priority
   • Description: The level of importance or urgency for this outcome.
   • How to Fill: Select the priority level:
     • High
     • Medium
     • Low
10. Result at End Date
    • Description: The final metric or measure achieved by the end date.
    • How to Fill: Enter the actual result achieved. This field is filled after the end date. Example: 20% retention increase.
11. Final Result
    • Description: The evaluation of success based on the achieved result.
    • How to Fill: Select from the following:
      • Failed: The outcome was far from the target.
      • Near: The result was close but didn’t meet the target.
      • Succeed: The result met or exceeded the target.
12. Last Updated
    • Description: The last time the record was modified.
    • How to Fill: This will be auto-populated by the system.

General Tips

• Be clear and concise: Ensure that descriptions and targets are specific and easy to understand.