Using the Diagnostic
Investment capacity and strategic boundaries
Cogliva scales its recommendations to what the organisation can actually pursue. The Boundaries step gathers the investment capacity, time pressure, resource limits, and key risks that anchor a realistic diagnosis — not an aspirational one.
Investment capacity, not just a budget
The field previously called Budget is now Investment capacity. It is not a specific line item — it is an indication of how much the organisation can commit to strategic change over the next planning horizon, across cash, people, and management attention. Cogliva uses this signal to size initiatives, sequence moves, and calibrate ambition in the report and the plan.
Time and resource pressure
Note the timeframe pressure the organisation is under and the resource limits that materially constrain action — for example, a lean team, a hiring freeze, or a critical dependency on one supplier. Recommendations that ignore these will not survive contact with reality.
Key risks
Capture the risks that would derail the strategy if they materialised — regulatory shifts, customer concentration, technology dependencies, or people risk. These feed the diagnosis and the mitigation moves in the plan.
How to use this in Cogliva
- Set Investment capacity honestly — under-stating it produces plans the organisation cannot execute, over-stating it produces plans it cannot fund.
- Note timeframe pressure separately from budget; a well-funded strategy on a short clock is a different diagnosis.
- List the two or three risks that would genuinely change the answer, not a long risk register.