FAQ

Customize the timeline view

Click BLOCKS TABLE > COLUMNS

Using the example that we want to output to a US letter paper size in landscape layout, these are example column widths (NB: dependant of course on the displayed columns).

Scroll to the bottom of the screen to SAVE.

Filter and save the view

Open the right OPTIONS MENU and using the LEVELS filter controls, drag to include only the level you wish to display (in this case level 4 “tactics”).

You will now have a custom table view, in this example the Timeline Barcolumn has been sorted to rank those poorly performing blocks first.

Use the BOOKMARK button to save this view for future use.

Print or save as PDF

From the browser, select PRINT (or CNTR-P), select paper size LETTER and layout LANDSCAPE.

Select PDF to export as a PDF file.

For technical issues and how-to guidance, contact our friendly Support Team –  help@strategyblocks.com

Clients are welcome to contact our team of Client Advocates at any time. Client Advocates will keep you up to date with new features, product updates, arrange any required training and keep you up to date with strategy execution information. Contact the team at – clientadvocate@strategyblocks.com

StrategyBlocks supports the upload of information to support the execution of any block (key result area), metric (key performance indicator) and risk contained in the strategic plan.  This includes:

  • External Links (URL’s)
  • Upload of files – images, documents, files etc
  • Attachment of Google Drive files – including search etc

Let’s see this example. The orange line is the target which rolls up the same as the progress %, so we can use that for these examples. The blocks below all start Oct 1.

ROLLUP PARENT ends Dec 31.

CHILD A ends Oct 31.

CHILD B end Nov 30.

a

This is the progress chart view in the blocks tree. The lines before October are all 0. Once we hit Oct1, we start expecting progress at a linear rate in the child (e.g., a straight line from 0 to 100% over the duration of the block). The parent’s line is based on the children’s target-lines and the rollup setting. In this case we’re using duration rollup (default rollup).

Child A is 1 month, and Child B is two months, so this means A contributes 1/3 months to the ROLLUP PARENT (P)  (33%) and B contributes 2/3 months (66%) to P‘s progress. On Oct 31 we expect 100% of  A (33%) and 50% of B (66/2: 33%). This means that P expects 66% on Oct 31. The remaining 33% is required from B on Nov 30. Even though P goes to Dec 31, it’s target is 100% for the all of DEC.

Now let’s see what happens when we change the rollup to “custom weight”.  (we would have the same picture as above if we said A had a custom weight of 30 and B was 60, since duration is weighted based on the number of days). Anyway:

aa

A is 5, and B is 1.

Here’s what the charts look like now:

aaa

Child A: now contributes 5 (out of 6), and is due on Oct 31. This means it’s adding 83.3% on Oct 31.

Child B: now contributes 1 (out of 6). On Oct 31, it’s expected to be 50% complete.  (1/6: 16.6%, so 8.3% is half that. )

83.3 + 8.3 = 91.6% due on Oct 31.

The remaining 8.3% is due on Nov 30.

Basically all the rollups behave the same way. Duration just means # of days.

 

You can check the Fiscal Year details under the Company Settings Pages.

fisical

The Quarter Periods are calculated in regards to how the Company Fiscal Year has been set-up.

So if the Fiscal Year is 1 JAN the quarters are calculated in the following way;

Q1: 01/01/YYYY…03/31/YYYY

Q2: 04/01/YYYY…06/30/YYYY

Q3: 07/01/YYYY…09/30/YYYY

Q4: 10/01/YYYY…12/31/YYYY

 

Is there any way to turn those blocks ‘green’?

Is there any way to stop the tail from growing?

star

When a block is 100%, it can be closed and normally disappears unless the filters have “closed” selected. If it is displayed, it shows as green.

The “tail” is showing the difference between a block’s actual end-date and today (or closed date). The block will remain red until closed because it’s overdue. The end-date and error will both be red as well.

The stars allow managers to rate the success of the strategy once the owner has marked it as 100%. This status can be reviewed at a later date when you’re evaluating how well your plan was executed or when doing performance management for block owners.

star

To change your email address you will need to log into StrategyBlocks as yourself and then go to Accounts, here you change your Account details including the email address. Click Save. At the moment, an administrator cannot change the email address of a user. If the user is unable to change their email, you can reassign all their objects to a new user and then delete the old user from the company.

A manager is responsible for the details of an object (block, metric, risk,…). This means they can change the titles, description, and so on. The owner of an object is responsible for doing the day-to-day updates. In terms of the blocks structure, the owner of a parent block is automatically the manager of the child blocks. This is because the owner is responsible for updating a block’s progress, and for non-leaf blocks the progress is determined by the children. With metrics, the owner is responsible for updating the actuals, and the manager is responsible for the targets (as well as all the other properties).

StrategyBlocks supports the following browsers:

Chrome X

Firefox X

Safari X

Microsoft Edge X and Internet Explorer X

We support the current major releases of Google Chrome®, Firefox®, Safari®, Microsoft® Edge™, and Internet Explorer®. Each time a new major version is released, we will undertake to support that version, with previous versions progressively becoming unsupported.

StrategyBlocks will always be committed to utilizing the latest functional advancements of the latest browser technology.

In version 4.0, new blocks are public by default. If you want to make a block private, select the block row on the manage children page to edit it’s details. (Note: you cannot make a public block private, so you’ll need to check this box before you save your newly added blocks.)

childblock

To make a block public, click on the unlock button on the toolbar:

childblock2

On any of the login pages, select the forgot password button and enter your email address.

It may be that the URL you have is for a different server that you don’t have access to. We have many servers intended for demos or different regions. For instance, Australian clients may be hosted on https://aus.strategyblocks.com. Please check your emails to find out which server you are on, or contact us and we’ll find your information.

Licenses may be purchased within the StrategyBlocks application by going to the Company Settings -> Payments page and using your credit card. You can also contact us directly and we will issue an invoice for your desired number of seats.  

Go to Company Settings -> Users. Select the staff member who is leaving. Scroll down to the Reassign Ownership section and click on it:

button

A new form will appear with options for how you want to transfer their ownership. For instance, you can select different users for their blocks, metrics and risks.

Find your block in the Blocks -> Blocks Tree section. If your block is a leaf block (has no children) and you are the Owner, you should be able to update its progress. Select the edit pencil:

      block

You can drag the progress bar to your % completion amount (e.g., if you’ve done half the work required, it should be set to 50%). The skinnier bar in the background is the current expected target %:

block2

The progress can also be changed/reviewed by clicking the gear icon on the block and opening the progress page:

    block4

From the blocks tree page, select the gear icon to view the block’s edit pages:

delete-1

Select the Delete option from the left-hand sidebar menu:

delete-2

On this page you have the choice to delete the block and its children, or just delete the child and leave the selected-block as-is.

delete-3