Using Your Data to Adapt and Celebrate

JOD gives you real-time visibility into both strategy activation and group success. As your Teams and Tables work, the system captures the data that matters most.

You can see at any moment which strategies are activating, which are stalling, and how your groups are succeeding at their core work. Use these patterns to celebrate progress and make smart adjustments.

Jump to Two Views · What Gets Captured · Strategy and Priority Activation Reports · Organization Rollup Report · Team/Table Reports

Two Views

Stewarding organizational success requires seeing where strategy activates and how groups succeed at their core work.

Strategy Reports show where strategies and priorities are being activated and where activation stalls.

Group Reports show how each group succeeds at its defined purpose and scope.

Meetings, Actions, and Decisions are the currency of organizational work. They fuel both types of reporting — revealing strategy activation and group success simultaneously.

Same data, different lens: strategy alignment or group success against purpose and scope.

What Gets Captured

As groups meet and work, JOD captures five types of events:

Strategy and Priority Activation Reports

Who uses this: Executive and Leadership Teams

What it shows: Two views via toggle — Results and Planned.

Results

What strategies and priorities are being activated?

Results shows every Action completed and Decision made over any period you choose, organized by Strategy and Priority. Select any Strategy to see how its work breaks down across Priorities — and the actual events underneath each one.

How to use it:

Monthly leadership meetings — Review the last 30 days. Celebrate activation. Course-correct where work is thin.

Quarterly board reports — Show Results to demonstrate progress against strategy.

Annual planning — Which strategies consistently activated? Which priorities drove key work?

Course correction — When a strategy shows minimal activity, investigate. Intentional focus or unintended drift?

Planned

Where is your strategic work heading?

Planned shows every Action your teams and tables have committed to — organized by Strategy, then by Priority. Select any Strategy to see its Priorities and the Actions underneath each one.

Planned Actions are strategic commitments your groups have named, assigned, and given a target date. They represent intent: what your organization has decided to direct energy toward.

Filtering by target date

By default, the report shows all active Actions linked to strategy — regardless of when they're due.

Use Filter by Target Date to focus on a specific window. Choose This Month, Next 3 Months, or set a Custom Range. The report will show only Actions with target dates within that period.

This is useful when preparing for a leadership meeting, a board presentation, or a quarterly planning conversation. It lets you ask: what strategic work is our organization committed to completing right now?

What to pay attention to

A Strategy with no planned Actions isn't automatically a concern — but it's worth a conversation. Is that strategy being activated through completed work visible in Results? Or has it drifted from active focus?

A Strategy with many planned Actions and few completed ones may signal that work is stalling before it finishes. That's the kind of pattern these two views, used together, help you see early.

How to use it:

Monthly leadership meetings — Toggle to Planned alongside Results. Celebrate activation. Identify where committed work needs support.

Quarterly board reports — Show Planned to illustrate strategic direction and organizational commitment.

Sponsor prep — Review planned Actions before meeting with Conveners. Know what each group is committed to and where support may be needed.

Organization Rollup Report

Who uses this: Executive Team and Sponsors

What it shows: For each group:

• Last 5 Decisions
• Last 3 completed Actions
• Top 3 planned Actions
• Recent meetings and next scheduled meeting

Group success made visible. Each group exists for a reason — a defined purpose and scope. This report shows how groups are succeeding at that core work. Meetings, Actions, and Decisions reveal patterns of group health and effectiveness.

How to use it:

Weekly leadership meetings — Review group progress. Celebrate momentum. Identify support needs early.

Sponsor prep — See what each group accomplished and what's next before talking with Conveners.

Capacity planning — Spot concerning patterns early — stalled Actions, decision backlogs, meeting gaps.

Cross-group learning — Identify opportunities for groups to learn from each other.

Team/Table Reports

Who uses this: Sponsors meeting with Conveners

What it shows: Two views via toggle.

Results — What this group accomplished:

• Actions completed
• Decisions made
• Past meetings

Planned — What's coming:

• Open Actions (grouped by Strategy)
• Pending votes
• Scheduled meetings

Both lenses at group level. Sponsors and Conveners see strategy activation alongside group success — ensuring groups move their work forward while succeeding at their core purpose.

How to use it:

Sponsors review before check-ins. Toggle between Results and Planned. Use the data together to ensure optimal direction and provide guidance where needed.

The Power of Real-Time Learning

These reports don't just track work — they align your organization as everyone learns to be more strategic and effective.

You can celebrate progress as it happens, course-correct when you see gaps, share stories connecting work to organizational purpose, and identify patterns before they become problems.

The data is always current. You see both strategy activation and group success as they happen.

Updated on: 23/03/2026