SUMMIT — Your Strategy. One Source.
Strategic Universal Map for Multi-level Intelligence and Tracking
SUMMIT is a structured data format that captures your entire business strategy and planning in a single, readable file. Organized, version-tracked, and ready for both human review and machine intelligence.
One file. Every layer of your strategy.
Most strategy and plans are scattered across slide decks and spreadsheets. SUMMIT defines a single structured format across six critical layers.
Foundational
Purpose, Core Values, and principles that don't change with market conditions.
Winning Strategy
Where you play, how you win, and the capabilities that set you apart.
3-5 Year Vision
What success looks like, base camps, and critical numbers for progress.
Annual Plan
Theme, OKRs, and key targets for the current calendar year.
Quarterly Game Plan
90-day focus with its own specific theme, targets, and active projects.
Operations
Meeting cadence, team roster, and the execution rhythms.
Built for the people who own strategy.
Companies
Give your leadership team a single, living strategy file. Changes are tracked, and everyone sees the same version.
Consultants
A professional deliverable that clients actually use after the engagement ends, enforcing rigor and thinking.
Private Equity
Standard format across every portfolio company. Consistent visibility without homogenizing the businesses.
Why SUMMIT?
Machine Readable
Because SUMMIT files are structured data, AI agents can read, analyze, and act on your strategy directly. Flag misalignment or draft updates automatically.
{ "strategy": "Winning", "okr": "Growth", "status": "Aligned", "ai_ready": true }
Source of Truth
No more "which version is current?" Your strategy lives in one file consumed by all integrations.
Built-in History
Every field edit is tracked: who changed what and when. The history lives in the file, not in memory.
Enforces Rigor
Twenty-five elements with defined fields aren't optional. You either have a Winning Aspiration or you have a blank field staring at you.
Full Planning Rhythm
Annual resets, quarterly reviews, monthly check-ins. Update quarterly targets without touching your 5-year vision.
Four steps.
Create or Import
Start from a blank template or import existing strategic content. The editor walks you through each element.
Structured Editor
Edit each element via key-value fields, card stacks, and editable tables with full approval workflows.
Share & Publish
Stakeholders get a clean, read-only web view. No editor access needed. Print to PDF for presentations.
Activate AI
AI tools consume your structured strategy to analyze alignment, generate reports, and surface insights.
Get started.
SUMMIT is in active development with early adopters using it today. Reach out to learn more or request access.
elevate@coach.win