Strategy & Tactical Plans
The Strategy Canvas and Strategy Document
Once a strategy is generated, Cogliva gives you two synchronized ways to work with it: a one-page visual Strategy Canvas for an at-a-glance overview, and the full Strategy Document for the detail behind every choice. They are two views of the same strategy, so they never diverge.
Two views, one strategy
The Strategy Document is the complete narrative — every section, choice, objective, and risk laid out in full. The Strategy Canvas condenses that same strategy onto a single visual page, so a leadership team or client can grasp the shape of it in a moment. Both are derived from the same generated strategy, so nothing can drift out of sync between them.
Switching between them
On any strategy, use the view toggle to move between the Canvas and the Document. The Canvas is ideal for a first read, a workshop, or an executive summary; the Document is where you review the reasoning, edit, and refine.
A canvas tailored to the strategy type
The Canvas is not one fixed template. Its layout adapts to the strategy type you built — a full business strategy, an annual or multi-year plan, a growth or go-to-market strategy, and the rest each have a canvas arranged around what matters most for that kind of strategy, while every canvas still traces back to the same underlying ten-part structure.
Drill down from the canvas
The Canvas is interactive. Selecting a card takes you straight to the matching section of the Strategy Document, so you can move from the big picture to the supporting detail without losing your place — and back again.
Sharing and exporting
Both views can be exported. Alongside the document exports, you can download the visual canvas itself as a one-page PowerPoint slide or PDF — useful for a board pack or a discussion deck. The related article on exporting and sharing reports covers all the formats.
How to use this in Cogliva
- Open a generated strategy and use the toggle to switch between Canvas and Document.
- Start on the Canvas for the overview, then click a card to drill into the detail.
- Export the canvas as a slide or PDF when you need a one-page summary to share.