In the Strategize stage, Executives, Strategic Planners, Strategy Execution Office, Finance, IT, HR, Architects, Domain PMO / Portfolio Owners and Change Managers collaborate to define and communicate clear strategic objectives and associated metrics across the organization. This process decomposes high-level goals into actionable requirements, establishing a "North Star" that guides all teams and functions, ensuring alignment of both discretionary and operational investments with the strategy. Effective communication of the strategy and metrics is critical, serving as a foundational step to enhance coordination and align every role with strategic priorities.

In the Connect stage, Business Leaders, Strategic Planners, Strategy Execution Office, Business & Enterprise Architects, and Domain PMO / Portfolio Owners collaborate to break down silos and develop a dynamic blueprint of the organization’s operating fabric. This involves mapping current business and enterprise architecture, defining a roadmap to optimize capabilities, value streams, processes, and supporting technology—streamlining operations, removing redundancy, and enhancing strategy execution. This critical step provides a comprehensive view of the business, rationalizing operational spend and aligning resources with strategic priorities.

In the Plan stage, Executives, Strategy Execution Office, Strategic Planners, Business Leaders, Finance, IT, HR, Business & Enterprise Architects, Domain PMO / Portfolio Managers, and Change Managers collaborate to align the multi-year and near-term strategic roadmap with organizational strategy, optimizing investments and resources. This phase assesses both operational and discretionary investments against strategic fit and the architectural roadmap, ensuring alignment. Adaptive planning ensures this is not a one-time event, with organizations revisiting the plan regularly to adjust to changing variables, delivering a clear roadmap with identified dependencies, risks, and resource needs for effective execution.

In the Execute stage, the Strategy Execution Office, Finance, HR, IT, Architects, Domain PMOs, Portfolio Managers, Product Managers, Project Managers, Scrum Masters, Change Managers, and team members collaborate to execute the strategic roadmap. Different teams may adopt tailored execution methodologies and tools suited to their functions, ensuring flexibility while maintaining alignment; progress is continuously monitored through regular portfolio review meetings, with corrective actions taken as needed to keep initiatives on track and aligned with strategic goals. Change management plays a vital role, ensuring clear communication across teams and assessing organizational capacity to absorb change effectively.

The Measure stage, occurring throughout execution, involves Executives, Strategic Planning, Finance, Strategy Execution Office, Domain PMOs, Portfolio Owners, and Change Managers tracking whether actual benefits align with expectations, including re-forecasting when internal or external variables shift. This stage builds on the strategic objectives and metrics defined in the Strategize phase, ensuring continuous evaluation of performance. Regular assessments compare outcomes to targets, identify gaps, and enable data-driven adjustments to optimize strategic success.