Project and portfolio management

SmartSuite for the Chief Strategy Officer

The Chief Strategy Officer sets strategic direction and the planning cycle: objectives and key results, strategic initiatives, the roadmap and the reviews that keep execution aligned to strategy. They connect strategy to the portfolio and report progress to the CEO and board.

What you own

  • Lead strategic planning and the annual and quarterly planning cycles
  • Set objectives and key results and cascade them through the organisation
  • Prioritise strategic initiatives and align the portfolio
  • Run strategy reviews and course corrections
  • Analyse market, competitive and performance data
  • Report strategy progress to the CEO and board

Where the role sits

Each name opens that role's page.

Reports to

Chief Executive Officer

Chief Executive Officer

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Direct reports

Works closely with

Head of PMO

Head of PMO

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Portfolio Manager

Portfolio Manager

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Chief Financial Officer

Chief Financial Officer

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Chief Operating Officer

Chief Operating Officer

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GRC processes

The shared GRC process map, highlighted for this role.

Owns

accountable for the process

Touches

contributes or approves

Depends on

consumes its output

How SmartSuite helps, suite by suite

Each card is the persona record from that suite's Users tab.

How they use SmartSuite

How they use the Strategy & Planning suite

Trend analysis

Analyzes KPI performance trends and progress against key results across teams.

KPI reporting

Builds dashboards and summaries that provide clarity into strategic execution.

Executive insights

Generates data-backed insights that inform leadership decisions and prioritization.

How they use the Strategy & Planning suite

OKR governance

Oversees company-wide OKR cycles, ensuring objectives are structured, measurable, and aligned.

Initiative coordination

Monitors cross-functional initiatives linked to strategic priorities and performance indicators.

Alignment management

Ensures departmental OKRs ladder up clearly to enterprise goals and long-term strategy.

Suites that serve this role

How SmartSuite supports this role

Planning. Cascades objectives and key results from company to team with progress rolled up automatically.

Benefits. Links strategic initiatives to the projects that deliver them and the outcomes they move.

Reporting. Produces strategy review dashboards and board updates from live OKR and initiative data.

Industry reference

OKR practice as set out in Doerr's Measure What Matters, Kaplan and Norton's Balanced Scorecard and the PMI's Standard for Portfolio Management frame the strategy-to-execution cycle, and listed companies carry disclosure duties on strategy and risk under securities law and the UK Corporate Governance Code.

In their words

Related roles

Chief Executive Officer

Chief Executive Officer

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