Tips and Best Practices

Building your strategy tree

Start with Objectives -- define what you want to achieve.

Add Opportunities under each objective -- what user/market needs support this goal?

Add Solutions under opportunities -- what product ideas address each need?

Add Experiments to validate risky solutions before committing.

Attach Key Results at every level to track progress with measurable metrics.

Use search to quickly find items instead of scrolling around a large map.

Reset layout periodically if the map gets messy from dragging.

Delete items you no longer need -- children auto-reparent, so nothing is lost.

Use Link existing to consolidate duplicates instead of creating new items.

Use the scoped view (Strategy Map tab on a detail page) to focus on one branch at a time.

Export to PDF before stakeholder reviews for a snapshot of your current strategy.

The map is a living document -- add, reorganize, and delete as your strategy evolves.

Task	Steps
Add a new solution to an opportunity	Three-dot menu > Add child > Solution > type name > Enter
Move a solution to a different objective	Three-dot menu > Add child > Solution > search existing > confirm link
Remove an opportunity but keep its solutions	Three-dot menu > Delete > solutions auto-reparent to objective
Find a specific experiment	Click Search > type experiment name or key > click result to navigate
Share the strategy with stakeholders	Export > PDF Document > download and share