Is Your Strategy Sitting on a Shelf?
We see it all the time.
You and your team pour your hearts into creating a brilliant strategic plan. You map out your vision, your mission, and your values. But a few months later, that plan is a "dusty document on a shelf," disconnected from the real, day-to-day work.
For mission-driven change-makers, this gap is frustrating. Your strategy is your impact, and it should be a living, breathing part of your operations.
What if your strategy wasn't a static document, but a dynamic, interconnected system? What if every single task, milestone, and project was directly and clearly linked back to your highest-level goals?
Connecting Your Mission to Your Daily Work
To solve this, we built a comprehensive strategic operating system right inside Airtable. It’s designed to transform how organizations, especially those focused on social purpose, manage their entire strategic framework.
Here is a sample of a view that allows people to monitor and manage the essential conditions of their organization, within the living strategy app.
This isn't just another project tracker. It’s a powerful, interconnected tool that combines proven frameworks—from the Business Model Canvas and Value Proposition Canvas to OKRs (Objectives and Key Results)—into one central hub.
Here’s how it creates a clear cascade from vision to action:
It Starts with Your Holistic Vision: We built this system to reflect a holistic, "stakeholder-first" model. It helps you track your core strategy not just for profit, but for your impact on Customers & Beneficiaries, your Co-creators (team and partners), the Earth, and your Community.
It Connects Everything: The system creates a clear, cascading hierarchy. Your high-level Vision and Strategic Objectives (your 1-3 year goals) are directly linked to the Initiatives, Projects, and Tasks needed to achieve them. You can see, in real-time, how a daily task is helping you achieve your 3-year vision.
It Uses AI for Insight: The tool is supercharged with AI-powered fields that help you identify risks, suggest next steps, and summarize progress. It gives you the insights you need to make better decisions without getting lost in the weeds.
Here is a sample of milestone health overview within the living strategy app.
Make Your Strategy a Living System
When your strategy is a living system, it changes everything. It stops being a document you review once a year and becomes the engine of your daily operations.
Here is a sample view of a balance scorecard, in the living strategy app.
It ensures that every action your team takes is aligned with your ultimate mission, helping you stay focused, accountable, and ready to make the impact you were born to make.
Bring Your Strategy to Life—For Free
Ready to move your vision off the shelf and into your daily operations? We are offering mission-driven organizations like yours access to a free version of our strategic operating system.
To get started, please submit the form below with your email. We also encourage you to share one or two sentences about your organization or vision—we love learning about the change-makers we support!
Once we receive your submission, our team will personally follow up to provide access to the app and other relevant resources to help you on your journey.
