Lifecycle & status

Every strategy has a status. It tells the team where the work is, and it drives what you see on Home and in Portfolio.

The states

Status	Meaning
Draft	Being shaped. Not yet committed to.
In discovery	Researching and validating the problem.
Piloting	Testing with a small group or market.
Scaling	Rolling out more widely.
In production	Live and running.
Paused	Stopped for now, may resume.
Killed	Stopped for good.
Archived	Finished or no longer relevant. Kept for the record.

Open the strategy and change status from its header. Moving out of Draft for the first time records the strategy’s publish date.

Home shows Draft through Paused by default, and hides Killed and Archived. Use the status filter to change that.
Portfolio uses the same default, and colours every strategy by its status.
Archived strategies leave the folders but stay searchable.

Be honest with Paused and Killed. A portfolio full of strategies that are “in discovery” forever tells nobody anything.

⌘I