Strategy & Tactical Plans
Using the Business Strategy Designer
The Business Strategy Designer is a guided wizard that helps you make and document a coherent set of strategic choices — where to compete, how to win, and what must be true to succeed.
Choosing a strategy type
The wizard now begins with the type of strategy you are building — a full business strategy, a growth or go-to-market strategy, an AI or digital transformation strategy, a turnaround, and more. Each type is backed by its own methodology, so the questions you are asked, the guidance you see, and the sections that are emphasised are tailored to that kind of strategy rather than one generic template. The related article on choosing a strategy type lists the full set.
What the wizard captures
- Context: delivery model, technology, and the situation you operate in.
- Profile: business model, size, and growth stage.
- Strategic intent: objectives, where to play, and how to win.
- Choice of frameworks and the structure you want the strategy to follow.
The intelligence panel and Liva
As you answer, Cogliva surfaces relevant strategy methods, tools, and considerations on the side. This keeps the design grounded in established thinking instead of generic advice.
On the fields themselves, Liva is on hand to draft a strong starting point, make a choice more strategic, align it to your diagnostic, or challenge it — so you refine your thinking rather than start from a blank field.
Enough context before you generate
Each strategy type needs a minimum set of context before Cogliva can produce a defensible result. If core information for that type is missing, the Context step alerts you and lists the mandatory fields, and you cannot continue until they are filled. Enterprise and time-horizon types ask for the least. The related article on what context a strategy needs explains this in more detail.
What you get
A structured strategy document: a clear set of choices, the reasoning behind them, the frameworks that apply, and the strategic objectives that a tactical plan can later turn into action. You can read the result as a detailed Strategy Document or as a one-page visual Strategy Canvas — two synchronized views of the same strategy.
A consistent ten-part structure
Every strategy follows the same ten-part structure — framing, organization context, diagnosis, direction, choices, objectives, initiatives, measurement, risks, and governance. The wizard, the generated report, and edit mode all share it, so nothing is lost as you move between designing, reading, and refining. The related article on how a Cogliva strategy is structured walks through each section and how it is grounded in your Organization Context, with the diagnostic as its anchor.
Refine and regenerate
Treat the first version as a strong draft. Adjust your inputs where the strategy misreads the situation and regenerate — the design improves as your inputs get sharper.
A strategy that keeps evolving
A strategy is not a one-off output. As you learn more — through reviews, completed Workbench tasks, or new external signals — you can update an existing strategy into a new revision instead of starting over. The related article on keeping a strategy current explains how updates and version history work.
How to use this in Cogliva
- Define the strategic objective before you open the designer.
- Complete each step with honest, specific context.
- Review the strategy critically, then build a tactical plan from it.
Related articles
- The Cogliva workflow: diagnosis, strategy, plan
- Choosing a strategy type
- What context a strategy needs before you generate it
- How a Cogliva strategy is structured
- The Strategy Canvas and Strategy Document
- Keeping a strategy current: updates and revisions
- Building a tactical plan
- Meet Liva, your AI assistant
- What is business strategy?