How do I create a new Opportunity in Shorter Loop?

Creating a new Opportunity in Shorter Loop transforms customer insights and market gaps into structured strategic initiatives. The opportunity creation process provides comprehensive tools for capturing, documenting, and validating potential business value within the Strategize capability.

Step-by-Step Opportunity Creation Process:

Step 1: Access the Opportunity Creation Interface

Navigate to Strategize in the main navigation menu

Select "Opportunities" from the Strategy Items dropdown

Click the "+ Add Opportunity" button located in the top-right corner of the interface

The opportunity creation quick view will open on the right side of your screen

Step 2: Configure Basic Opportunity Information

Opportunity Title: Enter a clear, descriptive title that captures the essence of the strategic opportunity

Status Selection: Choose from To-Do, In-Progress, or Done using the status dropdown

Color Coding: Select a color identifier for visual organization and categorization

Risk Assessment: Document potential risks and challenges in the rich text editor

Step 3: Complete Detailed Opportunity Configuration

Strategic Information:

Description: Provide comprehensive context about the opportunity using the rich text editor

Team Assignment: Assign the opportunity to a specific team responsible for development

Owner Assignment: Designate specific individuals accountable for opportunity progress

Financial Upside: Enter estimated revenue potential or cost savings in dollars

Assessment Metrics:

Spread Estimation: Use the visual indicator to assess how broadly the opportunity applies across your market

Intensity Assessment: Evaluate the urgency and severity of the problem or opportunity

Priority Setting: Establish relative priority within your opportunity portfolio

Step 4: Add Supporting Information and Context

Tags: Add relevant tags for categorization and filtering

Web URLs: Link to supporting research, documentation, or external resources

Attachments: Upload relevant files, research documents, or supporting materials

Persona Connections: Link to relevant customer personas that this opportunity addresses

Advanced Creation Features:

Connected Canvases Integration:

Persona Linking: Connect opportunities directly to validated customer personas

Objective Alignment: Establish clear connections to strategic objectives

Solution Pathway: Prepare foundation for solution development and experimentation

Strategic Traceability: Maintain clear line of sight from customer need to strategic initiative

Collaborative Creation:

Multi-User Input: Multiple team members can contribute to opportunity development

Real-Time Updates: Changes are immediately visible to all team members

Comment Integration: Add contextual comments and discussions within the opportunity

Version History: Track changes and evolution of opportunity details over time

Opportunity Creation Best Practices:

Quality Opportunity Development:

Customer-Centric Focus: Ensure every opportunity traces back to validated customer needs

Specific and Measurable: Define clear success criteria and measurement approaches

Evidence-Based: Support opportunities with research, data, and customer feedback

Risk-Aware: Include comprehensive risk assessment and mitigation strategies

Actionable Scope: Ensure opportunities can be translated into concrete strategic initiatives

Strategic Naming Conventions:

Descriptive Titles: Use clear, action-oriented opportunity names

Outcome-Focused: Emphasize the value or outcome rather than the solution

Customer-Centric Language: Reference target personas or customer segments

Measurable Elements: Include quantifiable aspects when possible

Examples of Effective Opportunity Titles:

"Reduce onboarding time for Sales Agents from 2 weeks to 3 days"

"Real-time market insights for Regional Managers to improve territory performance"

"Automated lead scoring to increase conversion rates by 25%"

"Integrated analytics dashboard for multi-brand Marketing Directors"

Post-Creation Workflow:

Immediate Next Steps:

Solution Development: Move to the Solutions tab to begin solution ideation

AI-Generated Solutions: Use AI capabilities to generate initial solution concepts

Team Collaboration: Share with relevant team members for input and validation

Strategic Alignment: Connect to relevant objectives and strategic themes

Validation and Development:

Customer Validation: Test opportunity assumptions with target customers

Market Research: Conduct additional research to validate opportunity potential

Competitive Analysis: Assess competitive landscape and differentiation opportunities

Resource Planning: Estimate resource requirements for opportunity development

💡 Pro Tip: Start with a clear, customer-focused opportunity title and use the Connected Canvases approach to link directly to validated personas. This ensures your strategic initiatives remain grounded in customer needs throughout development.

How do I create a new Opportunity in Shorter Loop?

Step-by-Step Opportunity Creation Process:#

Advanced Creation Features:#

Opportunity Creation Best Practices:#

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Step-by-Step Opportunity Creation Process:

Advanced Creation Features:

Opportunity Creation Best Practices:

Post-Creation Workflow: