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What this play is + why should you care

The Team Strategy Snapshot is a quick, structured way to check how clearly your leadership team understands your current strategy — and where clarity has drifted over time.

Strategies evolve. Markets shift. Priorities change. Even if you created a strategy document months ago, your team may not see it the same way today. This play helps you find the gaps fast.

Here’s how it works:

Everyone answers a short set of simple questions after reviewing your current strategy. As answers come in, your Strategy Snapshot updates live and shows you:

• What’s still clear
• What feels fuzzy or outdated
• Where understanding is misaligned
• Which parts of the strategy need to be refreshed

This gives you a shared, honest view of where you stand before you jump into more planning or decision-making.

Example of what your Strategy Snapshot looks like:

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By the time you’re done:

You’ll have:

• A live Strategy Snapshot for your company
• The team’s real-time clarity levels
• A shared understanding of where your strategy is strong
• A short list of the 1–3 areas you should refresh next </aside>

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Time Required:

Alone: 20 minutes

Team: 60-90 minutes

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Who Participates:

Founder + Leadership team

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Refresh Every:

Yearly strategy refresh

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How to get started

1. Generate your Snapshot links (before the meeting)

Click Generate Snapshot (or use the form below) to create:

• Team Link → everyone fills this (including you)
• Snapshot Link → updates automatically as answers come in

Keep both links accessible for the session.

https://form.jotform.com/253195547572163

2. Review your current strategy together (10 minutes)

Open your existing strategy document (Strategic Clarity Canvas, V/TO, Business Model Canvas, etc.).

Walk the team through each section briefly.

The goal: make sure everyone remembers what your strategy currently says — not debate it.

3. Have everyone complete the Team Link (5 minutes)

Ask everyone to answer the Snapshot questions quietly on their own.

These questions measure clarity — not opinions.

As answers come in, the Snapshot Link updates automatically.

4. Review the Strategy Snapshot together (10 minutes)

Share your screen and open the Snapshot Link.

You’ll now see:

• Real-time clarity levels
• Where the team is aligned
• Where clarity has drifted or weakened

5. Review the recommended focus areas (5 minutes)

The Snapshot highlights the 1–3 areas with the lowest clarity and the highest strategic importance.

These are your suggested options for what to refresh next.

6. Choose your top 1–3 priorities as a team (10 minutes)

Have a short discussion using the Snapshot as your guide.

Your goal: Agree on the 1–3 parts of the strategy you want to refresh next.

These will determine which Playbook modules you open next.

This is the expected output of the Team Strategy Snapshot.

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