Strategy View

The Strategy tab allows you to Identify the approach you are taking with your Project. In this article, we will cover how to access the tab, and the best way to utilize this important feature.

  • Project Strategy
  • Project Profile
  • Location Card
  • Target List
  • First, navigate to the Projects page, find the project you are working on, and click on the name of the project:

    Once you are inside the project you are working on, click on the Strategy tab:

      Project Strategy

      This tab offers you a way to build a list of target companies that your team and clients can collaborate on to define your search parameters. It typically outlines the who, what, where and how of your project. This is a wonderful way to document your approach to securing positions and candidates for your client.

      If no Strategy is set, the User can add a Project Strategy. Clicking on “Add Strategy” provides a text field and a section to add documents. Once you have all of your details inside, be sure to click “Save”.

      Project Profile

      The Strategy tab also holds the Project Profile and Location Cards.

      The Project Profile Includes features like;Industry, Specialty, Seniority, etc.. In the upper right corner, you can click “Edit” to make changes to any of these details.

      Location Card

      The Location card can be edited the same way to change the: City, State, Postal Code, Country, Region, and Global Region.

      Target List

      Users can add a list to the Project Strategy. The list will hold your created Tags and Companies identifiers for the project. 

      When Users enter Tags in the “Add by Tags” field, all companies associated with the tag are added to the Companies Added field. 

      When User enters Companies in the “Add by Company” field, the companies are added to the Companies Added field. 

      New Companies added, by Tag or by Company, are displayed in blue, where as old Companies are turned to Grey. There will be a numerical notice to show the total count for Companies added next to the field label.

      Companies can be removed any time by clicking the “x” in the corner of the company in the text field for the Companies Added Field.

      If a user creates a new Tag from the List, the new tags are added to all companies in the companies added field. Once complete you will see a success message shown. 

      Selecting Search All Lists opens People page with Companies from your created list in the Active companies filter.

      The Target list is displayed at the bottom of the page. You can see the Name of the Target List, % coverage, and Edit in the header. The list displays the count of Candidates with Positions at the focused company in the past and in the present who are also currently on the project (regardless of statuses).

      Firm Users can mark a Company as covered. In doing so it increases the coverage % by the value of 1/total companies in the target list.

      *Please Note: The Current and Past columns are shown as the actual number of persons associated with those companies who are on your candidates list of your project.

      When a company also belongs to another target list Active in the Project it will have colored dots next to its name. 

      Clicking on the Gear symbol above Project Profile will display the “Section Visibility”. Giving the User the ability to make certain sections visible or not for the client view.

      *Clients have view only access to all sections in their view. No editing or modifying allowed.

      Notes:

      Here are some other things to keep in mind when using the Strategy tab in Clockwork:

      • Company Target Lists can be created for one project and reused for other projects
      • Company Target Lists start with companies that already exist in your database
      • Company Tag lists can be used to quickly create category lists
      • Contacts can then be searched from within this pre-specified list of companies and be easily added to a project

      CLOCKWORK INITIAL TRAINING:

      Previous Article:  Position Tab Overview

      Next Article:  Create Target Company Lists


      RELATED ARTICLES:

      Why can't I see all of my projects in the Projects tab?

      Coverage Status in Strategy Tab Explained

      Position Tab Overview

      Relationships Tab Explained

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