The Alignment view answers a single question: are objectives spread across the firm’s strategic plans the way leadership intends them to be? It’s a heatmap, not a complex analysis.
What this page answers
How are objectives distributed across the firm’s strategic plans? Which departments are over-indexing on which plans? Are there strategic plans with no objective coverage at all?
What’s on the page
Objective Alignment Matrix
A tabbed heatmap with three views:
Department — Objectives count by department × plan
Role — Objectives count by role × plan
Location — Objectives count by location × plan
Rows are segments (departments / roles / locations); columns are strategic plans. Each cell shows the count of currently active objectives in that segment aligned to that plan.
Colour intensity scales with the count — hot cells are concentrations, cold cells are gaps.
Where the data comes from
The page reads directly from your objectives data — there’s no AI involvement. It groups currently active objectives by:
The objective’s segment (department / role / location of the owner)
The strategic plan the objective is aligned to
Only objectives aligned to a plan appear here — and only plans and segments with at least one active aligned objective show up as columns and rows. If your firm has plans set up but objectives aren’t being aligned to them when created, the matrix will be thin or missing plans entirely — the data tells the truth.
How to read it
Look for missing plans first. The matrix only shows plans with at least one active objective aligned to them — a strategic plan that doesn’t appear at all is a strategy without operational backing. Either the plan isn’t real (revisit it) or your people aren’t connecting their work to it.
Look for missing segments too. A department that doesn’t appear as a row has no active objectives aligned to any plan — it’s disengaged from strategy. Could mean their work is BAU and doesn’t fit the strategic framing, or that they haven’t engaged with the objective-setting process.
Look for over-concentration. If 80% of all objectives are aligned to one plan, either that plan is genuinely the priority, or that plan is so broad it’s becoming the default.
Tab between Department / Role / Location. Different cuts reveal different stories. A plan that looks well-covered by department might be very thin by location.
Why this page exists
Strategic plans are only useful if they actually drive what people work on. The Alignment matrix is the easiest way to check whether your strategic frame is showing up in operational objectives — or whether it’s living on a slide somewhere and being ignored.
Tips
The date filter doesn’t apply here. The matrix is a snapshot of currently active objectives, regardless of when they were created. (The date range dropdown is in the sidebar but has no effect on this view.)
Empty cells are not always bad. A department doing operational work might legitimately have few objectives connected to a strategic-growth plan. The matrix shows the truth; you interpret what’s appropriate.
Re-check periodically. Alignment shifts as new objectives are created. A monthly read tells you whether strategic alignment is being maintained.
Use as input to objective-setting conversations. “We have nothing aligned to Plan X — should we?” is a much sharper conversation than “are we aligned to strategy?”.