Organising work with organisations and projects

Organisations

An organisation groups all the work associated with one client or company. It gives you a single place to see the diagnostics, strategies, and plans that belong together.

The organisation workspace

Opening an organisation shows more than a list — it opens the Organisation Intelligence Map, a strategic workspace that synthesises the organisation's context, business model, diagnostics, projects, and intelligence assets into one connected view.

Projects are a Strategy Lifecycle Workspace

A project takes one engagement and runs it through a guided six-step lifecycle. Cogliva works out where each step stands from the work you have already done — it never duplicates or changes the underlying diagnostics, context, strategies, or plans; it simply orchestrates them and routes you to the right screen.

• 1. Frame the project — choose the strategy type the project is planning, which tailors the recommended steps.
• 2. Ground the context with a diagnostic — connect an existing diagnostic or run a new one.
• 3. Complete the organisation context — get the profile, focus, and intelligence assets complete enough to ground the work.
• 4. Design the strategy — turn diagnosis and context into direction, objectives, and initiatives.
• 5. Turn it into tactical plans — hand objectives off to owned, time-boxed execution.
• 6. Review & track — revisit context and diagnostics as things change.

Inside a project

A project opens into its own workspace with eight tabs — Overview, Connected Context, Intelligence Assets, Diagnostics, Signals, Workbench, Strategies, and Tactical Plans. The context, assets, signals, and workbench tabs mirror the connected organisation, so an engagement carries its exact intelligence assets and context in one place. A lifecycle timeline down the side shows what is done, what is in progress, and the single recommended next step.

Connect or create as you go

When a step needs a diagnostic, strategy, or tactical plan, the project either opens the one already connected to it, or offers to connect an existing one from the same organisation or create a new one already linked to the project. Nothing is stranded — an engagement always knows which strategy and plans belong to it.

Who has access

Organisations and projects are available on all monthly plans (Consultant and Professional Advisor for advisors, SME and Enterprise for in-house teams), which are designed for running recurring strategy work. Other tiers can see a preview of how the workspace is organised. Compare tiers on the pricing page.

Keeping work tidy

• Create one organisation per client and reuse it across engagements.
• Start a project for each engagement and frame it with a strategy type first.
• Follow the recommended next step to move the lifecycle forward.