How to Create a Strategy Board in Shorter Loop?

What is a Strategy Board?

Think of the Strategy Board as your strategic command center – a powerful visual workspace where product teams turn big ideas into measurable outcomes.

Why Use a Strategy Board?

- Align your entire team around common goals

- Visualize your strategy from objectives to experiments

- Track progress with clear, measurable outcomes

- Make data-driven decisions based on real results

Whether you're launching your next big feature or pivoting your entire product direction, the Strategy Board keeps everyone moving in the same direction.

How to Create a Strategy Board

Step 1 - Access the Strategy Board

Navigate to your Dashboard

Look for "Strategy Board" in the left menu

Click to open your strategic workspace

Once you're in the Strategy Board, you'll see a clean, organized interface ready for your strategic planning.

Step 2 - Build Your Strategic Framework

Strategy Boards follow a proven Objectives → Opportunities → Solutions → Experiments flow that ensures every strategic decision is both purposeful and measurable.

Step 2.1 - Create a New Objective on the Strategy Board

Define crystal-clear, SMART objectives that align with your business goals.

- Specific: Exactly what you want to achieve

- Measurable: How you'll track success

- Achievable: Realistic and attainable

- Relevant: Aligned with business priorities

- Time-bound: Clear deadlines

Example Objective:

"Increase user engagement by 25% within Q2 by improving onboarding completion rates from 60% to 80%."

Step 2.2 - Create a New Opportunity for Every Objective

Identify high-impact opportunities from:

- Market research insights

- Customer feedback patterns

- Competitive advantages

- Internal innovation potential

- Use the "Opportunity Scoring" to prioritize based on impact vs. effort.

Step 2.3 - Create a New Solution for Every Opportunity

Brainstorm creative approaches for each opportunity:

- Multiple solution paths

- Resource requirements

- Risk assessments

- Success criteria

- You can create the story maps inside the solutions without breaking the flow of your strategy board.

- Prioritize solutions using customizable RICE scoring

- Connect backlog items to solutions to track delivery in real time

Step 2.4 - Create a New Experiment for every Objective and Opportunity

Validate your solutions with controlled tests:

- Hypothesis-driven testing

- Clear success metrics

- Data collection methods

- Learning outcomes

How to Create a Strategy Board in Shorter Loop?

What is a Strategy Board?#

Why Use a Strategy Board?#

How to Create a Strategy Board#

Step 1 - Access the Strategy Board#

Step 2 - Build Your Strategic Framework#

Step 2.1 - Create a New Objective on the Strategy Board#

Step 2.2 - Create a New Opportunity for Every Objective#

Step 2.3 - Create a New Solution for Every Opportunity#

Step 2.4 - Create a New Experiment for every Objective and Opportunity#