--- title: Strategy Roles & How to Succeed in Them description: We explore strategy roles - Strategic role meaning, strategic roles in a company & the 3 key areas culture, alignment, metrics + strategic role example! image: https://5028884.hs-sites.com/hubfs/Strategy-Roles-Featured-Image.png --- [![Cascade Strategy Logo](https://5028884.hs-sites.com/hubfs/cascade-logo-svg.svg "Cascade Strategy Logo")](https://www.cascade.app) [![Book a demo](https://no-cache.hubspot.com/cta/default/5028884/9a552849-d464-4554-b5a1-1e7b8d0ca23f.png)](https://cta-redirect.hubspot.com/cta/redirect/5028884/9a552849-d464-4554-b5a1-1e7b8d0ca23f) ** ** Overview - [![Overview](https://5028884.hs-sites.com/hubfs/Website/Icons%20-%20Megamenu/icon-overview.svg) Cascade Overview Build strategic plans, tasks, & achieve those goals. ](https://cascade.app/strategy-platform/) - [![Integrations](https://5028884.hs-sites.com/hubfs/Website/Icons%20-%20Megamenu/icon-integrations.svg) Integrations Bring all your apps together & achieve strategic clarity. ](https://cascade.app/integrations) - [![Customer Stories](https://5028884.hs-sites.com/hubfs/Website/Icons%20-%20Megamenu/icon-customer-stories.svg) Customer Stories See how Cascade aligns teams, and executes strategic goals in organizations. ](https://cascade.app/customer-case-studies) - [![Strategy Execution Software](https://5028884.hs-sites.com/hubfs/Website/Icons%20-%20Megamenu/icon-strategy-purple.svg) Strategy Execution Software Strategy isn't a thing that you do in addition to business. It is your business. ](https://cascade.app/what-is-strategy-execution-software) Features - [![Plans](https://5028884.hs-sites.com/hubfs/Website/Icons%20-%20Megamenu/icon-plans.svg) Plans ](https://cascade.app/strategy-planning-software) - [![Projects and KPIs](https://5028884.hs-sites.com/hubfs/Website/Icons%20-%20Megamenu/icon-projects.svg) Projects & Goals ](https://cascade.app/goal-management-software) - [![GoalDeck](https://5028884.hs-sites.com/hubfs/Website/Icons/Icons%20-%20Megamenu/icon-goaldeck.svg) GoalDeck ](https://cascade.app/features/goaldeck) - [![Dashboards and Reports](https://5028884.hs-sites.com/hubfs/Website/Icons%20-%20Megamenu/icon-explore.svg) Dashboards & Reports ](https://cascade.app/strategy-dashboard-software) - [![Maps](https://5028884.hs-sites.com/hubfs/Website/Icons%20-%20Megamenu/icon-maps.svg) Cascade Maps ](https://cascade.app/features/maps) - [![KPIs & OKRs](https://5028884.hs-sites.com/hubfs/Website/Icons%20-%20Megamenu/icon-kpi-okr.svg) KPIs & OKRs ](https://cascade.app/features/kpi-okr) [Product Tour](https://www.cascade.app/product-tour) [Book a Demo](https://www.cascade.app/book-demo) [Sign up for free](https://go.cascade.app/?signup=true) [Try for free](https://www.cascade.app/trial) Ways to use Cascade - [![Strategic planning](https://5028884.hs-sites.com/hubfs/Website/Icons/Icons%20-%20Megamenu/icon-menu-use-strategy.svg) Strategic Planning ](https://www.cascade.app/solutions/strategic-planning) - [![OKR](https://5028884.hs-sites.com/hubfs/Website/Icons/Icons%20-%20Megamenu/icon-menu-use-okr.svg) OKRs ](https://www.cascade.app/solutions/okr-software) - [![Portfolio management](https://5028884.hs-sites.com/hubfs/Website/Icons/Icons%20-%20Megamenu/icon-menu-use-portfolio.svg) Portfolio Management ](https://www.cascade.app/solutions/portfolio-management) - [![Transformation](https://5028884.hs-sites.com/hubfs/Website/Icons/Icons%20-%20Megamenu/icon-menu-use-transformation.svg) Transformation ](https://www.cascade.app/solutions/transformation-strategy) Roles that love Cascade - [![Overview](https://5028884.hs-sites.com/hubfs/Website/Icons/Icons%20-%20Megamenu/icon-menu-executives-1.svg) Executives ](https://5028884.hs-sites.com/solutions/executives?hsLang=en-us) - [![Overview](https://5028884.hs-sites.com/hubfs/Website/Icons/Icons%20-%20Megamenu/icon-menu-operations-1.svg) Operations ](https://5028884.hs-sites.com/solutions/operations?hsLang=en-us) - [![Overview](https://5028884.hs-sites.com/hubfs/Website/Icons/Icons%20-%20Megamenu/icon-menu-strategy-1.svg) Strategy Planners ](https://5028884.hs-sites.com/solutions/strategy?hsLang=en-us) - [![Overview](https://5028884.hs-sites.com/hubfs/Website/Icons/Icons%20-%20Megamenu/icon-menu-portfolio-1.svg) Portfolio Managers ](https://5028884.hs-sites.com/solutions/pmo?hsLang=en-us) - [![Overview](https://5028884.hs-sites.com/hubfs/Website/Icons/Icons%20-%20Megamenu/icon-menu-transformation-1.svg) Transformation Managers ](https://5028884.hs-sites.com/solutions/transformation-managers?hsLang=en-us) [![Strategy execution software for enterprise](https://5028884.hs-sites.com/hubfs/Website/2022/megamenu-feature-enterprise.jpg) Cascade for Enterprise ![](https://5028884.hs-sites.com/hubfs/Website/Icons/Icons%20-%20Megamenu/icon-open-feature.svg) ](https://www.cascade.app/enterprise-strategy-software) [Product Tour](https://www.cascade.app/product-tour) [Book a Demo](https://www.cascade.app/book-demo) [Sign up for free](https://go.cascade.app/?signup=true) [Try for free](https://www.cascade.app/trial) Learn - [![Strategy Factory Reports](https://5028884.hs-sites.com/hubfs/Website/Icons%20-%20Megamenu/icon-tips-tricks-purple.svg) Strategy Factory The Wikipedia of strategy. Keynotes, interviews, reports. ](https://www.cascade.app/strategy-factory) - [![Strategy Academy](https://5028884.hs-sites.com/hubfs/Website/Icons%20-%20Megamenu/icon-strategy-purple.svg) Strategy Academy Learn everything you need to know about successful strategy & execution. ](https://academy.cascade.app/cascade-strategy-academy?hsLang=en-us) - [![Strategy Factory Studies](https://5028884.hs-sites.com/hubfs/Website/Icons%20-%20Megamenu/icon-ebooks-templates-purple.svg) Strategy Templates 1000+ ready-to-use strategy templates to kick start your businesses strategy ](https://www.cascade.app/templates) - [![Blog](https://5028884.hs-sites.com/hubfs/Website/Icons%20-%20Megamenu/icon-blog-purple.svg) Blog Get your strategy fix with our latest articles from our blog. ](https://www.cascade.app/blog) - [![Courses](https://5028884.hs-sites.com/hubfs/Website/Icons%20-%20Megamenu/icon-courses-purple.svg) Courses Learn from the best and brightest at Cascade and become a strategy expert. ](https://courses.cascade.app/) Product Hub - [![Product Updates](https://5028884.hs-sites.com/hubfs/Website/Icons%20-%20Megamenu/icon-product-updates-purple.svg) Getting Started Build strategic plans, coordinate tasks, and smash those goals. ](https://www.cascade.app/product/getting-started) - [![Knowledge Base](https://5028884.hs-sites.com/hubfs/Website/Icons%20-%20Megamenu/icon-knowledge-base-purple.svg) Help Center Knowledge base, product updates & roadmap, feature requests. ](https://www.cascade.app/product/help-center) - [![Webinars](https://5028884.hs-sites.com/hubfs/Website/Icons%20-%20Megamenu/icon-webinars-purple.svg) Webinars Our upcoming and pre recorded webinars are ready when you are. ](https://product.cascade.app/webinars) [![Register free for World Strategy Day 2022](https://5028884.hs-sites.com/hubfs/Events/World%20Strategy%20Day%202022/megamenu-feature-WSD-2022.jpg) Recordings from World Strategy Day ![](https://5028884.hs-sites.com/hubfs/Website/Icons/Icons%20-%20Megamenu/icon-open-feature.svg) ](https://www.cascade.app/events/world-strategy-day-2022) [Product Tour](https://www.cascade.app/product-tour) [Book a Demo](https://www.cascade.app/book-demo) [Try for free](https://www.cascade.app/trial) Search [![Cascade Strategy Logo](https://5028884.hs-sites.com/hubfs/cascade-logo-svg.svg "Cascade Strategy Logo")](https://www.cascade.app) ** ** ** ** Product Overview - [![Overview](https://5028884.hs-sites.com/hubfs/Website/Icons%20-%20Megamenu/icon-overview.svg) Cascade Overview Build strategic plans, tasks, & achieve those goals. ](https://cascade.app/strategy-platform/) - [![Integrations](https://5028884.hs-sites.com/hubfs/Website/Icons%20-%20Megamenu/icon-integrations.svg) Integrations Bring all your apps together & achieve strategic clarity. ](https://cascade.app/integrations) - [![Customer Stories](https://5028884.hs-sites.com/hubfs/Website/Icons%20-%20Megamenu/icon-customer-stories.svg) Customer Stories See how Cascade aligns teams, and executes strategic goals in organizations. ](https://cascade.app/customer-case-studies) - [![Strategy Execution Software](https://5028884.hs-sites.com/hubfs/Website/Icons%20-%20Megamenu/icon-strategy-purple.svg) Strategy Execution Software Strategy isn't a thing that you do in addition to business. It is your business. ](https://cascade.app/what-is-strategy-execution-software) Features ** ** Solutions Ways to use Cascade - [![Strategic planning](https://5028884.hs-sites.com/hubfs/Website/Icons/Icons%20-%20Megamenu/icon-menu-use-strategy.svg) Strategic Planning ](https://www.cascade.app/solutions/strategic-planning) - [![OKR](https://5028884.hs-sites.com/hubfs/Website/Icons/Icons%20-%20Megamenu/icon-menu-use-okr.svg) OKRs ](https://www.cascade.app/solutions/okr-software) - [![Portfolio management](https://5028884.hs-sites.com/hubfs/Website/Icons/Icons%20-%20Megamenu/icon-menu-use-portfolio.svg) Portfolio Management ](https://www.cascade.app/solutions/portfolio-management) - [![Transformation](https://5028884.hs-sites.com/hubfs/Website/Icons/Icons%20-%20Megamenu/icon-menu-use-transformation.svg) Transformation ](https://www.cascade.app/solutions/transformation-strategy) Roles that love Cascade - [![Overview](https://5028884.hs-sites.com/hubfs/Website/Icons/Icons%20-%20Megamenu/icon-menu-executives-1.svg) Executives ](https://5028884.hs-sites.com/solutions/executives?hsLang=en-us) - [![Overview](https://5028884.hs-sites.com/hubfs/Website/Icons/Icons%20-%20Megamenu/icon-menu-operations-1.svg) Operations ](https://5028884.hs-sites.com/solutions/operations?hsLang=en-us) - [![Overview](https://5028884.hs-sites.com/hubfs/Website/Icons/Icons%20-%20Megamenu/icon-menu-strategy-1.svg) Strategy Planners ](https://5028884.hs-sites.com/solutions/strategy?hsLang=en-us) - [![Overview](https://5028884.hs-sites.com/hubfs/Website/Icons/Icons%20-%20Megamenu/icon-menu-portfolio-1.svg) Portfolio Managers ](https://5028884.hs-sites.com/solutions/pmo?hsLang=en-us) - [![Overview](https://5028884.hs-sites.com/hubfs/Website/Icons/Icons%20-%20Megamenu/icon-menu-transformation-1.svg) Transformation Managers ](https://5028884.hs-sites.com/solutions/transformation-managers?hsLang=en-us) ** ** Learn Product Hub - [![Product Updates](https://5028884.hs-sites.com/hubfs/Website/Icons%20-%20Megamenu/icon-product-updates-purple.svg) Getting Started Build strategic plans, coordinate tasks, and smash those goals. ](https://www.cascade.app/product/getting-started) - [![Knowledge Base](https://5028884.hs-sites.com/hubfs/Website/Icons%20-%20Megamenu/icon-knowledge-base-purple.svg) Help Center Knowledge base, product updates & roadmap, feature requests. ](https://www.cascade.app/product/help-center) - [![Webinars](https://5028884.hs-sites.com/hubfs/Website/Icons%20-%20Megamenu/icon-webinars-purple.svg) Webinars Our upcoming and pre recorded webinars are ready when you are. ](https://product.cascade.app/webinars) Learn - [![Strategy Factory Reports](https://5028884.hs-sites.com/hubfs/Website/Icons%20-%20Megamenu/icon-tips-tricks-purple.svg) Strategy Factory The Wikipedia of strategy. Keynotes, interviews, reports. ](https://www.cascade.app/strategy-factory) - [![Strategy Academy](https://5028884.hs-sites.com/hubfs/Website/Icons%20-%20Megamenu/icon-strategy-purple.svg) Strategy Academy Learn everything you need to know about successful strategy & execution. ](https://academy.cascade.app/cascade-strategy-academy?hsLang=en-us) - [![Strategy Factory Studies](https://5028884.hs-sites.com/hubfs/Website/Icons%20-%20Megamenu/icon-ebooks-templates-purple.svg) Strategy Templates 25+ ready-to-use strategy templates to kick start your businesses strategy ](https://www.cascade.app/templates) - [![Blog](https://5028884.hs-sites.com/hubfs/Website/Icons%20-%20Megamenu/icon-blog-purple.svg) Blog Get your strategy fix with our latest articles from our blog. ](https://www.cascade.app/blog) - [![Courses](https://5028884.hs-sites.com/hubfs/Website/Icons%20-%20Megamenu/icon-courses-purple.svg) Courses Learn from the best and brightest at Cascade and become a strategy expert. ](https://courses.cascade.app/) [![Register free for World Strategy Day 2022](https://5028884.hs-sites.com/hubfs/Events/World%20Strategy%20Day%202022/megamenu-feature-WSD-2022.jpg) Register free for World Strategy Day ![](https://5028884.hs-sites.com/hubfs/Website/Icons/Icons%20-%20Megamenu/icon-open-feature.svg) ](https://www.cascade.app/events/world-strategy-day-2022) [![Sign up for free](https://no-cache.hubspot.com/cta/default/5028884/b03fe36e-96e0-4987-978d-c3c76cbb8cd2.png)](https://cta-redirect.hubspot.com/cta/redirect/5028884/b03fe36e-96e0-4987-978d-c3c76cbb8cd2) [![Get a Demo](https://no-cache.hubspot.com/cta/default/5028884/2fc79daa-49da-48f6-934d-3fe61834d465.png)](https://cta-redirect.hubspot.com/cta/redirect/5028884/2fc79daa-49da-48f6-934d-3fe61834d465) [![icon-back](https://5028884.hs-sites.com/hubfs/Website/Icons/icon-back.svg "icon-back")](https://www.cascade.app/blog) Strategic Insights for leaders # Strategy Roles & How to Succeed in Them by Tom Wright, on Dec 23, 2021 ![](https://5028884.hs-sites.com/hubfs/Strategy-Roles-Featured-Image.png) [![Share on facebook](https://7528309.fs1.hubspotusercontent-na1.net/hub/7528309/hubfs/raw_assets/public/mV0_d-web-default-modules_hubspot/img/facebook-color.png?width=24&name=facebook-color.png) ](https://www.facebook.com/share.php?u=https://5028884.hs-sites.com/blog/strategy-roles-and-how-to-succeed-in-them?utm_medium=social&utm_source=facebook) [![Share on linkedin](https://7528302.fs1.hubspotusercontent-na1.net/hub/7528302/hubfs/raw_assets/public/mV0_d-web-default-modules_hubspot/img/linkedin-color.png?width=24&name=linkedin-color.png) ](https://www.linkedin.com/shareArticle?mini=true&url=https://5028884.hs-sites.com/blog/strategy-roles-and-how-to-succeed-in-them?utm_medium=social&utm_source=linkedin) [![Share on twitter](https://7528304.fs1.hubspotusercontent-na1.net/hub/7528304/hubfs/raw_assets/public/mV0_d-web-default-modules_hubspot/img/twitter-color.png?width=24&name=twitter-color.png) ](https://twitter.com/intent/tweet?original_referer=https%3A%2F%2F5028884.hs-sites.com%2Fblog%2Fstrategy-roles-and-how-to-succeed-in-them%3Futm_medium%3Dsocial%26utm_source%3Dtwitter&url=https%3A%2F%2F5028884.hs-sites.com%2Fblog%2Fstrategy-roles-and-how-to-succeed-in-them%3Futm_medium%3Dsocial%26utm_source%3Dtwitter&source=tweetbutton&text=) [![Share on email](https://7528311.fs1.hubspotusercontent-na1.net/hub/7528311/hubfs/raw_assets/public/mV0_d-web-default-modules_hubspot/img/email-color.png?width=24&name=email-color.png) ](mailto:?subject=Check%20out%20https%3A%2F%2F5028884.hs-sites.com%2Fblog%2Fstrategy-roles-and-how-to-succeed-in-them%3Futm_medium%3Dsocial%26utm_source%3Demail%20&body=Check%20out%20https%3A%2F%2F5028884.hs-sites.com%2Fblog%2Fstrategy-roles-and-how-to-succeed-in-them%3Futm_medium%3Dsocial%26utm_source%3Demail) ##### Table of Contents [![Execute strategy like Porsche, AstraZeneca & UNICEF. Try Cascade, the #1 Strategy Execution platform. Get started for free](https://no-cache.hubspot.com/cta/default/5028884/dae4472f-f9f3-4481-8843-251a40d8a26d.png)](https://cta-redirect.hubspot.com/cta/redirect/5028884/dae4472f-f9f3-4481-8843-251a40d8a26d) ## An Overview of Strategic Roles As markets all over the world become increasingly competitive, most companies have woken up to the fact that it’s not enough to just have a great product or a great brand. These days, company ‘assets’ probably account for less than half the story when it comes to success – the real key being, of course, strategy. The people who are more successful at strategic roles in a company are not those who implemented plans X, Y, or Z. Instead, they are the people who make a substantial difference to the cultures of their organizations. Leaving behind a toolset, a methodology, and a willingness to execute strategic change. There are 3 key areas to focus on in delivering this goal: culture, alignment and metrics. [![#1 Strategy Execution Platform Say goodbye to strategy spreadsheets. It’s time for Cascade. Get started, free forever](https://no-cache.hubspot.com/cta/default/5028884/af09902e-ce5b-4b11-952a-49bc058cad23.png)](https://cta-redirect.hubspot.com/cta/redirect/5028884/af09902e-ce5b-4b11-952a-49bc058cad23) ## Strategic Role Meaning: The 3 Key Areas ### 1. Culture Let’s start with the hardest one of all – culture. Culture change is a mammoth task to tackle. Instead, let’s focus on the most important aspects of culture that affect strategy and how to address those. The “perfect” organizational culture for successfully executing strategies is one which is: ***Engaged ***– This isn’t about engagement with one’s job per se. A designer at an animation firm could be highly engaged with designing animation. But, it doesn’t mean the designer will be connected with what their company is trying to achieve. It’s about engagement with the vision, purpose, and strategic objectives of the organization as a whole. ***Collaborative*** – Collaboration within teams is fairly easy to achieve with strong managers, but collaboration between divisions and functions (not to mention geographies) is much harder to address. It’s also critical to successful strategy execution – everyone needs to be on the same page, and are communicating the same interpretation of the objectives of the organization. ***Empowered*** – Employees of an organization need to feel as though they've been given the responsibility by management to make decisions about the tasks of their job. Even more, employees should feel as though these decisions have a material impact on the success of the organization. Empowerment is one of the strongest factors that can deliver true engagement. People need to be able to see exactly how their own work activities are linking back to an overarching strategy. ### 2. Alignment It may seem obvious, but if an organization is disconnected in terms of how objectives cascade from the strategic plan down to individual goals and outcomes, then the vast majority of strategies have little chance of succeeding. Whilst alignment at a micro-level is really the job of individual managers and their teams, it is important to take a more macro approach to ensure that the cascade of strategy into an aligned set of activities is taking place. Often, it can appear that on a one-to-one basis between managers and employees, activities are aligned. But when you step back and look at three levels of hierarchy in one, you might spot that at each level of management, your original strategy is being ever so slightly distorted. Consequently, the end results on the front line are not actually going to deliver your original intent and plan. ### 3. Metrics Measuring strategy is hard. It can be extremely intangible and long term focused. But without a set of measurements to define success, it will be extremely hard to prove the difference that all your work as a strategy head has made. Metrics should fall into two buckets: *Business Metrics/KPIs* – Every single one of your strategic objectives needs an associated metric or KPI. Whilst the metric doesn’t need to be part of the strategy per say, there should at least be a KPI that is very closely linked to it. ### Strategic Role Example > Strategic Objective: Expand international operations to an additional 15 countries by end 2015** > ***(Metric is contained in the goal itself)* or > Strategic Objective: Diversify our income streams > Associated KPI: % of revenue from non-core business > *(Metric is included in an associated KPI)* Metrics need not only to be defined, but they should to be visible to every single employee (not only those directly accountable). *Strategy Specific Metrics* – To really demonstrate strategy effectiveness, you will also want to be able to demonstrate some KPIs which are directly linked to the outcomes that you are trying to achieve. Some of the questions you would want to address in this set of KPIs might include: - How aligned are we as an organization (ideally including a historical measure of that alignment) - Which business divisions are most / least aligned - Demonstrating the correlation between strategic alignment and business success ## Recap In summary - when looking to implement a strategic plan - don't start with the plan itself. [Start with Culture](https://5028884.hs-sites.com/blog/strategy-and-culture?hsLang=en-us), Alignment, and Metrics. Without strong foundations for each of these elements, no strategic plan is likely to succeed. Make this the bedrock of your own strategy roles, and you're off to a great start towards bringing success both to your organization and to yourself. [![#1 Strategy Execution Platform Say goodbye to strategy spreadsheets. It’s time for Cascade. 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