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Learn how to make the most of FoClea - Your Strategy Management Platform
New to FoClea? Watch our comprehensive walkthrough video to learn how to use every feature of the platform.
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Tips for maximizing FoClea's value
- Start with Vision & Values, then Focus Areas (no metrics yet!)
- Set 3-6 Quarterly Objectives per Annual Goal MAX - keep it simple
- Quarterly Objectives should be specific, measurable outcomes supporting Annual Goals
- Use Projects for complex work with subtasks; Tasks for simple actions
- Drag and drop to reorder tasks within months/weeks by priority
- Make KPIs quantitative with clear units - they define SUCCESS
- Focus on leading indicators that drive lagging results
- Use TOWS Strategy to make SWOT actionable
- Use the 1-3-1 Problem Solver when stuck — define, brainstorm, act
- Use 'Ask AI' buttons to chat with AI Coaches for guidance
- Use AI Helper buttons to generate suggestions for each section
- Weekly touch-bases, monthly in-depth strategy reviews
- Involve your team early - get insights and buy-in
Provides a holistic overview of your business performance, summarizing key metrics, goals, and areas needing attention
Sections & Features
Overview Summary
Displays aggregated scores for overall business health, goals progress, KPI health, and core assessment health.
Quick Stats
Cards showing totals for annual goals, KPIs on track, KPIs needing attention, and the active quarter.
Goals Progress
Visual representation of your annual strategic goal achievement.
Quarterly Progress
Visual representation of how you're progressing against your quarterly targets.
KPI Trends
Charts illustrating the trends of your key performance indicators over time.
Performance Overview
A concise summary of your overall business performance.
Attention Areas
Highlights specific business areas or metrics that require immediate focus.
Team Collaboration
NEW: Invite team members from Account Settings → Team tab. Add users based on your plan's seat limit with specific roles and discuss strategy with shared comments on Plans and KPIs.
Get personalized guidance for your business
Schedule a private, one-on-one strategy consultation with our expert team. Perfect for diving deep into your specific challenges, validating your strategic direction, and getting customized recommendations for your business growth.
What You'll Get:
- Personalized strategic guidance tailored to your business
- Expert review of your FoClea data and insights
- Actionable recommendations and next steps
- Q&A time to address your specific concerns
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