Features of the Strategy Planner Project interface

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The Quantumrun Foresight Platform helps businesses thrive from emerging trends by providing tools to discover, organize, and visualize insights that will accelerate strategy development, scenario planning, and product ideation initiatives.

One of the key ways the platform provides this value is by allowing premium users to bookmark trend articles into Lists that they can then convert into Projects that visualize the insights from the bookmarked trend articles in ways that can help organizations make better business decisions.

One of the different project types that your organization can find value from is the Strategy Planner.

The Strategy Planner project interface is designed to help an organization quickly understand what trends it should focus on today, in two to five years, five to 10 years, and which trends to ignore outright.

 

Project page elements in detail

This support page will detail the various features present in the Strategy Planner project type that your organization can take advantage of for your planning objectives. 

 

Left sidebar

Trend content

The primary content in this left sidebar will be a scrollable list of all the content your team bookmarked to the List this project page was created with and/or all the content your team custom created using the publishing tools found on this page.

Each row of content will display its: Micro title field (top-left corner); Status (top-right, includes ‘Rated’ or ‘Pending’); Full post title (bottom-left).

 
Authoring forms

Your team can publish your own internal or externally sourced website links/URLs or articles/reports by clicking on the black authoring buttons found on the top of the project page’s left sidebar. 

 

After you click either of these buttons, a popup authoring form will appear:

ADD A LINK: Select this option if you want to manually add a website link from inside or outside of Quantumrun.com.

ADD AN ARTICLE: Select this option if you want to manually copy and paste (or even write from scratch!) a note, article, or long-form report that is not otherwise available on Quantumrun.com.

Whichever option you choose, a popup authoring form will appear that will provide you with a list of fields to fill in to publish the above-mentioned types of content into your project page. Note that only those fields with an asterisk are required fields.

After you fill out all of the content creation fields from the Link or Article popups, you will complete the process by clicking on the “PUBLISH” button at the bottom of the forms. The popup will then close, and the new signal or insight post you created will appear on the left sidebar. 

Filter options

Clicking on the Filter button will open a popup over the project graph that will display the various options available to filter the left sidebar content list by scoring factors and content tags. In so doing, you will filter the content displayed in the visualization graph on the right portion of the page.

‘Order by’ dropdown: Selecting an option from this dropdown will reorder the content list in the left sidebar using a variety of criteria, including: Rated first (ordering posts by whether they have been voted on by your team); Pending first (posts without votes); Content type; Likelihood (ordering posts with the highest average likelihood values above the ones will lower average values); Impact (ordering posts with the highest average impact values).

 

Project page visualization

The right portion of the project page features the Strategy Planner visualization. By default, it will (based on the votes collected/applied to each post) automatically position and display the posts inside one of four quadrants that reveal which of these posts need to be acted upon in:

  • Zero (today) to two years: Act Now quadrant
  • Two to five years: Informs Strategy quadrant
  • Five to 10 years: Keep Vigilant quadrant
  • 10+ years or ignore: Revisit Later quadrant

Higher ‘impact’ scores will determine which quadrant the post will appear in, with higher scores pushing the post to quadrants that advocate for nearer-term action. Meanwhile, the year range makes up the Y-axis, and the likelihood score makes up the X-axis. 

On the top-left corner of the graph:

Screenshot of personal project platforms quadrant one.

You will see an option to change the format from displaying the left sidebar posts as circles (showing their numbers) or as bars (showing their micro titles). 

Meanwhile, on the top-right corner of the graph:

Screenshot of personal project platforms quadrant two.

You will see a variety of tools to download a screenshot of your visualization, to zoom in and out, or zoom in on a specific section of the graph, and to reset the graph to its original dimensions. More tools may be added based on user feedback.

 

Project page menu

Above the project page elements described above:

You will see the project page’s title, as well as five buttons.

  • The EXPORT button will download an excel spreadsheet of all the metadata from your project.
  • The REFRESH button will reload the page.
  • The TUTORIALS dropdown contains direct links to relevant training articles.
  • The “THREE DOTS” button will allow you to edit various project page settings. Read more here

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