How to get started:
1. Go to www.decideact.net and click My DecideAct in the upper right corner:
2. Log in with the information you received from DecideAct via email.
3. You can also log in directly here: secure.decideact.net
4. Welcome to your new powerful strategy execution platform!
1. Select Organization in the menu. Your parent organization appears automatically:
2. Click the option button on the right (three dots):
3. Select New Orgunit. The New Orgunit form will open.
4. Enter the Name of your main organization unit (e.g., Marketing).
5. Save the new Orgunit.
6. Continue in the same way to add more main organization units (e.g., Sales, Finance, Customer Service).
To add a sub-org unit under one of your main org units (e.g., Social Media under Marketing):
1. To the right of the main org unit that you want to create a sub-org unit for (E.g. for Marketing), click the option button (three dots):
2. Select New Orgunit. The New Orgunit form will open.
3. Enter the name of your suborganization unit (e.g., Social Media).
4. Save the new sub-org unit.
Next, add users to the system.
1. Select Settings from the menu and click Users:
2. The User Management page will open.
3. Click the “+” icon at the top of the screen. The New User form opens.
4. Fill out the required fields.
5. First name is required
6. Last name is required
7. Customized initials are optional. If empty, the system will automatically generate initials.
8. Title is optional
8. E-mail is required.
IMPORTANT: Use only legitimate email addresses that can be replied to. Also, two users cannot be created with the same email address.
9. Phone is optional
10. Time zone is optional
11. Account user role is required. Your choice defines the permissions given to this user. Find further descriptions of the different permissions here.
IMPORTANT: After saving a new user’s details, they will automatically receive an email with system login instructions. If you prefer not to grant that person system access, but still need them to work in the system, set the user as Draft. This means passive user, and the person will not receive the email with login instructions until you change their user role.
12. Save the new user.
Next, create your strategy (or strategies, if applicable).
1. Select Strategies from the menu:
2. Click the “+” icon at the top of the screen. The New Strategy form opens.
3. Enter the name of your strategy:
4. Use the Description field to enter a description of your strategy, if needed.
5. By default, Strategy Privacy is set to Public. This means that the strategy you are creating is public to all users in your organization. If you select Restricted, only admin users will be able to view it. No one else.
6. If relevant for your strategy, you can enable the ESG Strategy. Read more about our ESG platform here
7. Select which Organization or Org unit you want to connect your strategy to.
8. Select which Strategic Framework you want to use (i.e., Balanced Score Card, OKR, or Pillars & Critical Success Factors).
7. Select Date range for your strategy (start and end date).
8. Enable the Link Strategy if you want to link this strategy to an other strategy. Read more about how to link strategies here.
10. Save your new strategy by clicking Create Strategy.
Now, create your strategic hierarchy. The strategic hierarchy is an essential component of a strategy. The terminology, possible structure and naming of the strategic hierarchy is dependent of the selected strategic framework that is governing the strategy (e.g., Objectives and Key Results or Pillars and CSF).
We use the word strategic entity as a generic terminology used regardless of your choice of strategic framework. A strategic framework could be compared with the chart of account in your finance system. The strategic hierarchy is a logic structure that helps to keep overview, monitor and ensure agility in the decision making.
If the available Strategic Frameworks do not fit your organization – you can create a custom framework. A part of defining the framework is to decide, what can be attached to what and how the business logic is.
Define parent strategic entities. In this example called Create pillars.
Define child strategic entities in this exampled called Critical Success Factors (CSF).
You can add more levels to the Strategic Hierarchy – as an example: sub entities like “Sub CSF” or a new level called Must Win battles.
The names in the strategic hierarchy can be defined by you.
You have now created your strategic hierarchy.