Try It!


While you can define the relationships top down from the strategic goals to the portfolio, program, and project in Strategy IQ, which we collectively refer to as the delivery initiatives, some organizations do it from the bottom up by associating the initiative with the appropriate goals. 

Important: If you are not familiar with Strategy IQ, we recommend you review the Strategy IQ Overview page. It will provide you with a working knowledge of the Strategy IQ area.

Here are a few rules to remember when associating or disassociating a benefit or a goal:

• Each initiative, whether a project, program or a portfolio, can be associated with multiple goals and benefits, while still adhering to the rule that a specific benefit can be associated with only a single initiative.

• You will use Portfolio IQ, if you are associating a portfolio or program with a goal, and you will use Project IQ to associate a project. 

• Benefits and goals would be associated or disassociated using the same process using the Benefits register within the delivery initiatives – portfolio, program, and project.

Associate a benefit or a goal

1. Ensure you are in Project IQ (if associating a Project) or Portfolio IQ (if associating a Portfolio or Program).
   
   
   Tip: If you are not familiar with Project IQ, we recommend that you review the Project IQ Overview page. If you are not familiar with Portfolio IQ, review the Portfolio IQ Overview page. They will provide you with a working knowledge of the Project IQ and Portfolio IQ areas respectively.
   
   
2. Select and open the appropriate project (or portfolio or program).
   
   
3. Select the Goals (or Benefits) tab.
   
   
4. Select + Add Existing Strategic Goals (or Benefits) to the selected initiative.
   
   
5. Search for and select the appropriate Goal (or Benefit).
   
   
6. Click Save & Close.
   
   

Disassociate a benefit or a goal

1. Ensure you are in Project IQ (if associating a Project) or Portfolio IQ (if dis-associating a Portfolio or Program).
   
   
2. Select and open the appropriate project (or portfolio or program).
   
   
3. Select the Goals (or Benefits) tab.
   
   
4. Select the Goal (or Benefit) you wish to disassociate.
   
   
5. Select Remove.
   
   
6. Click Save & Close.
   
   

Download Job Aid: Managing the relationship between strategy and execution

_{Disclaimer: Some images in the instructional video and text instructions contained herein may appear different from (or not available) in your organization’s Sensei IQ instance due to specific custom configurations and/or continuous solution updates. Ensure that you are already an enabled user in the Sensei.IQ for Project application and check out the What’s New page. Contact your system administrator for any assistance.}