Setup: Part 2

Get started with the Empiraa Strategy Designer

Updated over a week ago

So you've logged in to Empiraa for the first time. Maybe you took a look at our AI toolkit or walk-through guide. Now it's time to set up your plan.

πŸ’‘ If you need help setting up your plan, book an onboarding with our team

TLDR;

Watch our quick video running you through how to set your plan up.

Strategy Designer

Step 1

Watch the intro video and learn a bit more about what to expect from Empiraa.



Step 2

Upload your logo and enter some more basic company details.


Step 3

Input your vision statement. This is the guiding vision of your business and the impact you want to achieve in the long run. It should be short, concise and powerful.

πŸ’‘ Tip: Try some of the tools on the right-hand side to see how EmpiraAI can generate some inspiration for your vision statement.


Step 4

Time to set some core values. These are the top 4-8 values that define your business, shape culture and guide decision-making.

Select core values for your business plan

πŸ’‘Tip: If you can't find the right values in the list for you, simply click Add custom core values where you can create your own.

Create custom core values for your strategy


Step 5

Note from the editor: there have been terminology changes since this guide was made. Pillars are now referred to as goals.

Now it's time to get into the Empiraa spirit and create your company pillars. The pillars are the heartbeat and guiding principles of your plan. Think of them like your big 3-5 year goals that give your business direction.

We require four pillars minimum. You can add more by scrolling to the bottom of the page. You can also come back and edit these whenever you like.

Create your pillars for your strategy

Step 6

Let's add the teams you want in your plan. These may be a direct copy of how your departments look within your business or you may choose to structure these differently ie. project based.

Build teams for your business plan

Step 7

Now we add our people. There are two ways you can do this. Either manually clicking Add People where you can input individuals or through the File Import button where you can upload a CSV with all your staff and their details.

Add employees to your business plan

Manually add employees to your plan

Add people manually


Bulk import contacts to your plan

Bulk import contacts

Access Level

Access level is where you can control the restrictions around which members of your team can see what. Employees have the standard level of visibility and won't be able to see certain objectives and pillars that have a restricted view. Executives can see everything on the plan and can also make changes to the core plan as well.

We recommend considering these roles carefully and only assigning Executive status to senior managers within your organization.


Step 8

Watch the video on how to assign people to your teams.


Step 9

In this step we go through the teams one by one and move people from the left column into the right to assign them to a team.

The highlighted red boxes show you what team we are assigning people to. By clicking the arrows beside the names you can move people back and forth easily.

Assign team members simply

Unassigned employees

We moved Homer to the Product team

The purple bar in the top right shows your progress through the teams. Just click through each team and put the right people in. You will need to assign one Team leader to each team.

πŸ’‘ Tip: We recommend creating one team that has all your employees in it. This will enable you to create objectives where the whole business can be involved.


Step 10

Here you will assign the custom access URL for your plan. This gives a customized experience to your whole team and make it easier to remember.

If you are unable to edit this field, it means your level of plan does not have this feature and your access URL will be the default https://app.empiraa.net

Get your custom access link with Empiraa

Step 11

The final step in our setup process is to create your first objective so you can see the plan come alive.

We are going to create an example so you can see exactly what this looks like. As a part of iDonut's mission to become the number 1 donut company in Australia we want to expand our product offering and build out some new flavours. To make an objective around that we will do the following:

Assign the objective to a company pillar

Give it a title, description and assign it to the right team member

Because our target is 10, this will be a metric-based KPI. We would like to get 10 or more flavours made and this objective will run for a year. We want Homer to check in monthly with how he is tracking, so we will remind him on the 1st of each month.

When you press save you will be taken to the draft page. From here you can either create more actions that break this goal down to even smaller tasks to achieve or you can just publish.

In this example, we will publish, but we recommend businesses build another level of aligned objectives to make it easier to reach your goals.


View your plan in myHub

Now you can access Empiraa's full dashboard called myHub. Click through the different views so you can see your own objectives, your teams and the full businesses. This creates great visibility for everyone.

πŸ’‘ Tip: If you cannot see your objectives that you have created, adjust the date on the right-hand side for future set objectives. The myHub dashboard gives you visibility of the objectives that are currently active.

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