Skip to content

Strategic Initiatives

Strategic initiatives are the significant efforts your organization decides to pursue - the output of strategy work, captured as a concrete, prioritized list.

The everyday way to work with initiatives is to talk to the AI Strategist: use a strategy session to explore where the business should focus, then capture the outcome as initiatives right in the conversation. The Strategist can also review your existing list with you and help you refine or reprioritize it - it confirms every change before recording it. For the full story of what the Strategist does and why, see The AI Strategist on our website.

For administrators, the Strategic Initiatives page (under Administration → AI Strategist) shows every initiative with its owner and status, ordered by priority. The priority order is explicit and shared: everyone working from it sees the same ranked list, so there’s no ambiguity about what matters most.

On the initiatives page, drag an initiative up or down the list to change its priority - or simply tell the Strategist how the priorities have changed. The new order is saved immediately and everyone sees the same ranking.

How your initiatives shape what the Strategist tells you

Section titled “How your initiatives shape what the Strategist tells you”

Recording initiatives is how you point the Strategist’s attention. Once they are on the list, it connects each finding its analysts make to the initiative that finding advances or threatens, so what you see is framed by what you said matters:

  • Your AI Daily Briefing leads with the priorities you set: findings that bear on a stated initiative come first, and each one names the initiative it serves.
  • Decisions waiting on you are labeled with the initiative they affect, and ones that advance a stated priority rise toward the top of your queue.
  • Silence is reported too: when nothing is moving on one of your initiatives, the Strategist says so plainly rather than letting it drift out of sight.

When priorities change, update the list (or just tell the Strategist in conversation). It reorganizes around the new priorities from the next briefing on.