Themes in Elate are the highest level, visionary focus areas for the strategic plan. You can think of these as the annual priorities or pillars (or buckets of work) named for the year ahead in your strategic plan. These should be inspirational, brief, and cross functional across your teams. For example, a theme could be "Grow Our Revenue" or "Create a Best In Class Culture". Once you've added your themes, you're able to link objectives to them to see exactly how the work you're doing impacts the high level strategy!

To add themes in Elate, navigate to your main company page by selecting your organization name on the left side panel then select the blue +Add Theme button.

You will then be prompted to type in your theme and select an icon for it (the icon is optional but encouraged!). Once you're done, select the blue Create button.

You will now see your theme on your main company page.

If you want to link a Theme that has already been created (in a different fiscal year for example), you can select the "Link Theme" button.

This will open a dropdown with options of themes you can link into the current fiscal year plan.

Select one, and it will appear on the main company page!

Now that you've entered themes in Elate, you're able to connect objectives back to them! Check out our article here to learn more.

Once you've added themes and objectives in, you're able to click into your themes from the main company page to see an overview of how the objectives linked to that theme are doing and see a full list of objectives connected to that theme. Please note that the objectives shown here will be the ones that fall in the duration that is set in the middle of the screen.

You will see a chart for Objective Status (what percentage of objectives are on pace, at risk, behind, or awaiting update) and Objective Performance (what percentage of objectives have gotten better, stayed the same, got worse, or have less than 2 updates).

In addition, you're able to add a description to give your team more context around the theme by select Add a Description under the theme name.

If you have existing objectives you would like to link to this theme, you're able to hit the white Link Objective button to select the appropriate objective.

You are also able to add new objectives to this theme by selecting the blue Add Objective button.

If you would like to see this list view of objectives in a more visual way, check out our article on using the hierarchy tab!