Strat Planner Pro
User Manual

Finding Interdependencies

1. After adding 2–3 items per quadrant, click "Find Relationships" in the SWOT header
2. Click "Find Interdependencies" — system analyzes in ~1–2 seconds
3. Review results: "Strength X enables Opportunity Y" (green badge) or "Weakness Z exacerbates Threat W" (orange badge) with confidence percentages
4. Use "Open CLD Builder" or "View Archetypes" to explore further in the Systems Thinking module

The Matrix View displays all four SWOT quadrants in a 2×2 grid. Each quadrant is collapsible via the chevron arrow in the header. This is your primary workspace for scoring factors before building causal maps.

Matrix View Actions

1. Expand/collapse quadrants — Click the chevron arrow on any quadrant header to show or hide items
2. Score factors — Click numbered circles (1–5) for Impact and Likelihood on each card
3. Add to CLD — Click the + icon on any SWOT card to instantly add it as a node in the Causal Loop Diagram
4. View scoring guide — Click "Show Scoring Guide" below the tabs for reference

The Impact View ranks all SWOT factors by their Priority Score (Impact × Likelihood), from highest to lowest. This gives you a single prioritized list of what demands attention first.

Working with the CLD Canvas

1. Build from SWOT — Click the 🪄 "Build from SWOT" button to auto-populate the canvas with nodes from your scored items and suggested causal links
2. Add nodes manually — Click "+ Add Node" (bottom-right) to create blank nodes. Click any node to edit its label
3. Create links — Hover over a source node → click the blue link icon → select target node, polarity (+ or −), and strength (1–5) → click "Add Link"
4. Toggle polarity — Click the polarity badge (+ or − circle) on any link arrow to switch between reinforcing and balancing
5. Delete links — Double-click the polarity badge on the line
6. Delete nodes — Hover over a node → click the red X icon
7. Get help — Click "How it works" (top-left of canvas) for an interactive tutorial overlay

Snapshots let you save the current state of your Causal Loop Diagram at any point, then restore it later. This is essential for experimenting with different archetypes or tracking evolution.

Applying an Archetype

1. Review the AI Suggested Archetypes card at the top of the CLD view
2. Read the rationale for each recommendation and check the match confidence
3. Click "Apply" on the most relevant archetype — or scroll down to the full archetypes library and click any template card
4. The template loads with pre-built nodes and causal links on your canvas
5. Rename nodes to match your actual strategic variables (click any node to edit)
6. Adjust link strengths to reflect real causal intensity
7. Click "Apply Template to CLD" (Wand2 icon) to load, or "Leverage" (Target icon) to load and jump to Leverage Points

Using the Leverage Points Panel

1. Switch to the Leverage Points sub-tab within CLD View (next to "CLD Diagram")
2. Review the Meadows scale legend at the top — color-coded by leverage tier
3. Review interventions grouped by source:
   • Archetype Interventions — generated from your selected systems archetype
   • CLD-Derived Points — algorithmically detected from your diagram's feedback loops
4. Each leverage card shows: Meadows Level (L1–L12), intervention description, expected impact (high/medium/low), and time horizon (short/medium/long)
5. Click any leverage card to highlight target nodes in violet on the CLD canvas — the card shows "✓ highlighted" when active
6. Prioritize L1–L6 interventions for your Strategy Matrix — these have the highest systemic leverage

The AI Analysis panel provides automated intelligence on your Causal Loop Diagram, detecting feedback loops, matching archetypes, and suggesting leverage-based interventions.

1. Score all SWOT factors in the Matrix View. Aim for at least 3 items per quadrant with both Impact and Likelihood scores assigned.
2. Review the Impact ranking in Impact View. Note Critical (21–25) and High (16–20) priorities.
3. Build your CLD — Click "Build from SWOT" to auto-generate, or add nodes manually. Create causal links between related factors.
4. Check AI Archetype Suggestions in CLD View. Read the rationale for each recommendation. Apply the most fitting archetype.
5. Rename nodes to match your actual strategic variables and adjust link strengths to reflect real causal intensity.
6. Save a CLD Snapshot to preserve your work.
7. Open Leverage Points. Review interventions from highest leverage (lowest level number) downward. Click cards to highlight target nodes.
8. Run AI Analysis for additional loop detection and recommendations.
9. Carry insights to the Strategy Matrix. Use high-leverage interventions (L1–L6) as the basis for SO, ST, WO, and WT strategies.

The Systems Thinking module includes embedded learning materials to help you understand causal loop diagrams, feedback loops, and systems archetypes as you build them.

Manual Entry

1. Click "+ Add [Type] Strategy" (e.g., "Add SO Strategy") at the bottom of any quadrant
2. Enter the strategy Title (required) and Description
3. Click "Add Strategy" to save

AI Generation

1. Click "AI Generate Strategies" (purple ✦ button, top-right)
2. AI analyzes your SWOT and auto-populates all four quadrants
3. Each strategy includes title, description, priority score, and feasibility score

Adding Objectives

1. Go to Balanced Scorecard and select a perspective tab
2. Click "Add [Perspective] Objective" at the bottom of the section
3. Enter Strategic Objective and optional Description/Context
4. Click "Add Objective" — linked strategies from the Strategy Matrix auto-connect

Adding KPIs

1. Expand any objective and click "Add KPI"
2. Complete: KPI Name, Baseline (starting value), Target (goal), Current value, Unit (%, ₱, days, score), Frequency (Daily/Weekly/Monthly/Quarterly/Annual), and Owner
3. Click "Add KPI" to save
4. Progress = (Current − Baseline) ÷ (Target − Baseline) × 100

• Live Presence Indicators: Colored avatars in the top bar show who is currently online in the plan
• Live Cursors: See where teammates are working within the same section
• Instant Updates: Changes appear immediately on everyone's screen via WebSocket — no refresh needed
• Comment Threads: Click the 💬 icon on any SWOT item, KPI, or PAP to start a threaded discussion — tagged members receive email notifications
• Activity Log: Full audit trail showing who changed what and when

Browsing & Using a Template

1. Go to Templates Library in the sidebar — four tabs: Browse Templates, My Templates, Team Shared, and Save as Template
2. Filter by industry pill or search by keyword — results filter automatically
3. Sort by: Most Popular · Highest Rated · Newest · Name A-Z
4. Click any template card to open Preview Modal — shows vision, mission, SWOT breakdown, sample objectives, and use case recommendations
5. Click "Use This Template" — system creates a new plan pre-populated with template data, redirects to plan editor for customization

Comparing Templates

1. Click Compare (top-right, GitCompare icon)
2. Check up to 3 templates — click "View Comparison"
3. Side-by-side table: rating, usage count, SWOT items, strategies, objectives, and KPIs

Creating Custom Templates

1. Open a completed plan → go to Save as Template tab
2. Enter Template Name, Description, Industry, and comma-separated Tags
3. Review the Plan Contents Summary (counts of SWOT items, strategies, objectives, KPIs to be included)
4. Set visibility: Private (only you), Organization (team members), or Public (all users, subject to approval)
5. Click "Save Template"