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Create an enterprise strategy

Create an enterprise strategy

As a business planner you can manage the business entities such as goals, business units, business enterprise strategies, and business unit strategies. Create an enterprise strategy to orient your business plan towards your goal.

Before you begin

Role required: user_admin, business_planner

Procedure

  1. Navigate to Business Planner > Enterprise Strategy.

    You can also navigate to Organization > Enterprise Strategy.

  2. Click New or open a record.
  3. Fill in the form fields.
    Table 1. Enterprise Strategy form
    Field Description
    Title A short title describing the enterprise strategy.
    Number System assigned enterprise number.
    Assigned To Person to whom the enterprise strategy is assigned.
    From Date Date from which the enterprise strategy is valid.
    To Date Date until which the enterprise strategy remains valid.
    Type Select a type of organization strategy that this strategy aligns to.
    Active Enable the check box to make the enterprise strategy active.
    Description Short description about the enterprise strategy.
  4. Click Submit.

What to do next

Use the Business Unit Strategies related list to create a strategy for a business unit and associate the business unit strategy to the enterprise strategy, to another business unit, or to another business unit strategy.