Use your existing strategy
Use the strategy you already have
Bring the strategy your leaders already agreed. Each part becomes a record in waytrk, and you link the work to it.
Questions this guide answers
- Where does each part of our strategy document go?
- Do we have to assess anything first?
- What do we load first?
Your strategy document, in waytrk
Each heading becomes a record you can link work to. Nothing to rewrite.
Service strategy 2027–2030
Our ambition: customers' equipment keeps running
Outcome: we fix equipment on the first visit
Outcome: an engineer reaches every breakdown within a working day
Commitment: 85% fixed first time by March 2028
We will monitor: return visits each month
Programme: a digital field service. Job sheets and a scheduling tool first, then the field app.
…
Keep customers' equipment running
Fix customer equipment on the first visit
Reach every breakdown within one working day
First-time fix rate 85%
Return visits per month
Digital job sheets
Workshop
Field app rollout
Field service
Engineer scheduling tool
Field service
supports or measuresmust finish first
A first plan in three steps
Record your priorities and Objectives
In your own words. They stay drafts until you switch them on.
Load each team’s work
From the Excel template or by hand, marking work that must happen anyway.
Link the work to the strategy
Gaps show straight away. Add measures and assessments when they help.
You don’t need
- A new framework
- To assess every team first
- To link everything at once
- AI: you can always write your own
Where next
What do we need for a first plan? · Keep your workbook, and update the plan from it
Start with one team, free
Free for good, with no card. Rather see it first? Try the example plan in your browser.