Strategy Map

The Strategy Map gives leaders a workspace-level view of how plans connect to one another. It is designed for macro navigation: start with the workspace, review top-level plans, expand into sub-plans, and quickly understand progress, confidence, and where to investigate next.

Use the Strategy Map when you want to answer questions such as:

• What is the overall state of the plans in this workspace?

• Which plans look healthy, at risk, or off track?

• How do top-level plans cascade into sub-plans?

• Which part of the plan tree should I open or share with someone else?

• Which key result should I inspect in more detail?

Opening The Strategy Map'

Open the Strategy Map from the workspace navigation.

If your workspace still opens the old Strategy Map design, use the banner that says a new version is available and click Try it now. The app remembers this preference for your browser. In the new Strategy Map, you can switch back with Revert to old design next to the page title.

The Strategy Map is a premium workspace feature. If your workspace does not have access, Tability shows the existing upgrade message instead of the map.

What You See First

The map opens with the workspace node at the top or left, followed by visible top-level plans. Each plan appears as a compact health card.

A plan card shows:

• The plan icon and title.

• A confidence distribution bar, split by green, yellow, red, and grey key result states.

• Key results progress, using the workspace’s outcome label where appropriate.

• A small progress trend chart.

• Confidence (NCS) with its recent movement.

• A small confidence trend chart.

• A footer with key result and objective counts.

• An Expand control for showing the OKR content inside the card.

The map is intentionally compact by default so leaders can scan the plan portfolio before drilling into a specific branch.

Reading The Plan Health Card

The confidence distribution bar gives a quick sense of risk:

• Green segments represent on-track key results.

• Yellow segments represent at-risk key results.

• Red segments represent off-track key results.

• Grey segments represent pending or not-yet-updated key results.

The key result progress number shows current progress for the plan. The small sparkline shows how that progress has moved over time.

The NCS section shows the current confidence score for the plan. The NCS number uses the same color system as other confidence components in the app, and the trend line uses the matching confidence color.

Use these signals together:

• High progress and positive NCS usually means the plan is healthy.

• Low progress with red or declining NCS usually deserves review.

• Grey-heavy distribution often means the plan needs more recent check-ins.

Layout Options

The header has two layout buttons:

• Vertical arranges the plan tree from top to bottom.

• Horizontal arranges the plan tree from left to right.

Use Vertical when you want to see levels stacked like an org chart. Use Horizontal when you prefer reading branches from left to right or have a deep plan hierarchy.

Switching layout recenters the visible map. Expanding plans, filtering plans, or clicking plan cards preserves your current pan and zoom so you can keep your place.

Expanding And Focusing Plans

Plan cards are the main interaction target.

Clicking a plan card:

1. Selects that plan as the focused branch.

2. Expands its direct sub-plans.

3. Dims unrelated plans so the active branch is easier to follow.

Clicking empty canvas space clears the selected/focused state but keeps already-expanded sub-plans visible.

Each plan with sub-plans also has an expand icon outside the card:

• In vertical layout, the icon points down when collapsed and up when expanded.

• In horizontal layout, the icon points right when collapsed and left when expanded.

The expand icon is centered on the connector line and controls sub-plan visibility without opening the plan.

Showing Or Hiding OKR Content

Each plan card footer has an Expand control for the card content. This is separate from expanding sub-plans.

Use it to reveal the plan’s objectives and key results inside the card. This is useful when you want to inspect the OKR content without leaving the map.

Inside the expanded OKR content:

• Key result rows are clickable.

• Clicking a key result opens the key result detail panel.

• The dependencies icon on a key result opens the Dependencies Map in a new tab, focused on that key result.

The header also has an Expand all / Collapse all control for visible plan content. Use it when you want to quickly inspect all visible cards or return to the compact overview.

Filtering Sub-Plans

Large plan trees can become hard to read. The Strategy Map lets you filter which direct sub-plans are shown for the workspace or for a specific plan.

Open the filter from:

• The workspace node menu.

• A plan card menu.

• The blue filter icon when a filter is already active.

• A filter notice node that says there are available plans to show.

The filter dialog lets you:

• Search direct sub-plans by name.

• Select or deselect individual sub-plans.

• Select all.

• Deselect all.

Filters apply only to the selected parent’s direct sub-plans. They do not delete or archive anything; they only change what appears in the current map view.

Automatic Filtering For Large Sibling Groups

When a workspace or plan has more than the configured sub-plan limit, the map avoids rendering every child automatically. Instead, it shows a notice such as:

There are 12 available to show.
Please select the ones to display.

Click the notice to open the filter dialog and choose which direct sub-plans should appear.

This keeps the map readable in large workspaces. You can still manually select more plans than the automatic limit when you need them.

Plan Actions

Each plan card has a dot menu.

The menu includes:

• Open plan: opens the plan in a new tab.

• Filter sub-plans: opens the filter dialog for that plan.

The workspace node also has a menu for filtering top-level plans.

If a plan or the workspace has an active filter, a filter icon appears next to the menu. Click it to edit the filter quickly.

Sharing A Strategy Map View

Click Copy link in the header to copy a shareable URL for the current map view.

The shared link includes the current view state, such as:

• Layout mode.

• Expanded sub-plan branches.

• Expanded plan content.

• Focused plan, if one is selected.

• Sub-plan filters.

• Filter preferences, including intentional “show all” choices.

Use this when you have a useful leadership view and want someone else to open the same map state.

Downloading A Screenshot

Click Download screenshot in the header to export the current visible map viewport as a PNG.

The screenshot captures the map area as it is currently shown, including your current pan, zoom, expanded branches, and filters.

Use this for:

• Leadership updates.

• Planning discussions.

• Async context in Slack or docs.

• Snapshotting a view before making changes.

Recommended Workflows

Review Overall Plan Health

1. Open the Strategy Map.

2. Stay in the compact view.

3. Scan confidence bars, progress, and NCS across top-level plans.

4. Click a plan that looks risky or important.

5. Expand its OKR content to inspect objectives and key results.

6. Open key result panels or the Dependencies Map when you need detail.

Prepare A Leadership View

1. Choose Vertical or Horizontal layout.

2. Filter top-level plans to the ones relevant to the discussion.

3. Click the plan branch you want to focus on.

4. Expand sub-plans as needed.

5. Use Copy link to share the exact view.

6. Use Download screenshot if you need an image for a document or presentation.

Investigate A Specific Plan Branch

1. Click the plan card.

2. Let the map expand the direct sub-plans.

3. Use the plan’s filter if there are too many siblings.

4. Expand the OKR content for the relevant plans.

5. Open a key result panel, or use the dependencies icon to move into the Dependencies Map.

Strategy Map Versus Dependencies Map

Use the Strategy Map for macro plan navigation:

• Workspace to top-level plans.

• Top-level plans to sub-plans.

• Plan health and portfolio scanning.

• Shareable leadership views.

Use the Dependencies Map for item-level relationship tracing:

• Start from a plan, objective, key result, or initiative.

• Trace parents and dependencies.

• Inspect direct structural links and custom relationship links.

• Collapse or expand specific branches.

If you are asking “How are our plans doing overall?”, use the Strategy Map. If you are asking “What is this item connected to?”, use the Dependencies Map.

Troubleshooting

The map looks too crowded

Use sub-plan filters to show only the plans you care about. If the map auto-hides a large group, click the notice and choose the sub-plans to display.

I expanded a plan and the map did not recenter

That is expected. The Strategy Map preserves your current viewport when expanding, filtering, or focusing branches so you do not lose your place.

I want the same view on another computer

Use Copy link. The link includes the current map state.

The old map opens instead of the new map

Use the banner in the old Strategy Map to try the new version, or open a link that includes the new map preference. If you have reverted to the old design, click Try it now again from the old map.

A plan has no visible sub-plans

Check whether the plan has an active filter. If all direct sub-plans are filtered out, the map shows a notice you can click to select which plans to display.