Strategic planning tool

Strategy made simple.
Built for growing businesses,
not the board.

Build your strategy, share it with your team, and make it part of how you run your business. Every week, not once a quarter.

3 months free. No credit card required.

StraEO strategy board showing objectives, tactics, and metrics

“Would you tell me, please, which way I ought to go from here?”
“That depends a good deal on where you want to get to.”

Lewis Carroll

Strategy is simpler than you think.

If you had infinite time and money, you wouldn't need a strategy. You'd do everything. But you don't. Strategy is how you use your limited resources as effectively as possible to reach your goals. That's it.

One page. Maybe two.

It's your bet on the future — a set of choices about where to focus, what to ignore, and how to win with what you've got. Writing it down is straightforward. The hard part is what comes next.

Now try keeping 30 people aligned to it for a year.

People leaveMarkets shiftBest month everThen the worst“Are we still doing the right things?”

The plan is the easy part. Keeping it visible, keeping your team focused, and adapting without losing direction — that's what matters.

Alex Bunnett at the Westpac Auckland Business Awards
Westpac Auckland Business Awards

I know this problem because I lived it.

I'm Alex Bunnett. Before StraEO, I spent 16 years building Naveya & Sloane, a fine jewellery house in Auckland. Before that, I was a software engineer working across R&D and NZ tech firms. I've always been drawn to building things — whether that's software, products, or teams.

We grew Naveya & Sloane fast — #4 on the Deloitte Fast 50, multiple Westpac Business Awards — and built a culture we were genuinely proud of. But I also learned the hard way. I worked with coaches, tried different frameworks, read the books, did the programs. Some of it was brilliant. A lot of it didn't stick. The real challenge was always the same: getting everyone aligned on what actually matters, staying focused long enough to do the right things well — and keeping my own focus in the right place day to day.

I don't believe AI or any system alone solves a business's challenges. The real power is a team deeply aligned on where you're going and why. A tool can't create that — but the right tool makes it visible, keeps it alive, and stops it quietly eroding. That's what StraEO is for.

If any of this sounds familiar, I'd love to hear from you.

“Visions make decisions.”

When decisions go off-track in your company, it's often because people aren't clear on the same vision. That's the problem worth solving.

A simple framework the team can follow.

There are lots of ways to do strategy. StraEO works on one simple principle: one plan, everything aligned. No separate product plans. No side projects. If it doesn't fit the strategy, it doesn't get done.

Your North Star

Long-term vision and goals.

Where is your business heading? Set the direction and the long-term goals that get you there. This guides everything below it.

KPIs

The numbers that matter, always.

Revenue, margin, cash, retention — the health metrics of your business regardless of strategic direction. Set them up once. Watch them always.

Always on — independent of the yearly cycle

Everything fits the plan, or it doesn't get done.

No separate product plans. No side projects. If work sits outside the strategy, you risk doing too much and achieving nothing.

Make the tough trade-offs before the year starts.

Your yearRepeats each year
PlanSet the direction
01

Set your objectives Your big goals for the year

What you’re trying to achieve

What are the objectives that matter most this year? Not ten things. The few that will move your business forward.

DiscussionSetting a growth objective
R
Rachel
M
Mark
AI
Rachel (Owner) and Mark (Adviser) are working on this...
02

Upload your budgets Your real numbers

Reality-check the plan

Whatever format you use today — upload it. No extra work. Get advice and testing as you refine the year ahead, so your team plans with real numbers, not wishful thinking.

03

Define how you measure it How you know it’s working

Metrics & results

For each objective, set the numbers that tell you if it’s working. Connect them from Xero, Google Sheets, wherever your data lives.

04

Define your strategy What you’ll do and what you won’t

The choices that make the plan real

For each objective, decide where you’ll focus and what you’ll deliberately stop doing. Good strategy isn’t a to-do list. It’s the clear "why" behind every choice — so your team knows what to commit to and what to ignore.

DiscussionDefining the approach
R
Rachel
M
Mark
AI
Rachel (Owner) and Mark (Adviser) are working on this...
ExecuteRuns all year

Each department — marketing, sales, operations, product — creates their own tactics aligned to the objectives. Tactics get created, delivered, and completed throughout the year. The metrics tell you if it's working.

Reduce annual customer churn to under 10%

Marketingis working on this objective
Discussion
S
Sarah
J
James
AI
Sarah (Marketing Lead) and James (Sales Lead) are discussing this objective...
Revenue↑ 8%
NPS62
Delivery89%
Review, learn, repeat. Your strategy evolves as your business grows.

AI coaching at every step.

We don't believe AI replaces strategic thinking. It supercharges it. Every team member gets coaching that builds confidence, tests alignment, and cuts the work that isn't helping the strategy.

What if everyone in your business
could think strategically?

Not just the founder. Not just the leadership team. Everyone.

StraEO AI chat with business context and recent conversations
AI that knows your business

Replace your general-purpose AI with one that understands your business.

Your team is already using ChatGPT, Claude, and Copilot. But those tools don't know your strategy, your numbers, or your team's progress. Every conversation starts from scratch.

Always current

Every night, StraEO learns and documents knowledge across the business — pulling from reports, live data feeds, and your team’s work.

Permission-gated

Business knowledge stays within role boundaries. No mixing personal and private sessions. Everyone gets the context they need.

No explaining yourself

Your AI already knows your objectives, your metrics, and what happened last quarter. Ask the question — skip the backstory.

Coaches at every step

AI advisors sit alongside strategy discussions, objective setting, tactic reviews, and leadership conversations. Built in, not bolted on.

See it in action.

Everything your business needs to build, track, and evolve strategy. In one place.

Your strategy, connected

One plan. One place. Everyone aligned.

Your North Star flows down to daily actions. Objectives, tactics, milestones — all connected and visible. No scattered docs. No guessing who's doing what.

See all features
StraEO strategy board showing objectives, tactics, and metrics
StraEO metrics dashboard showing data sources, calculations, and live preview
Metrics

Your numbers, linked to your goals.

Pull metrics from Xero, Google Sheets, and more into one place. Connect them to your objectives so you get real-time feedback on whether you're tracking towards your goals. Not just numbers — context.

AI Advisor

One AI for the whole company. Not ten separate ones.

You don't have time to sit down with every person and explain the strategy in their terms. AI can. StraEO gives everyone one strategic advisor that knows your business, your plan, and your progress. Each person gets the strategy explained in the context of their role. Guardrailed by permissions, always in sync, no configuring.

StraEO AI-powered strategy discussions with objectives and tactics
StraEO team discussions showing collaborative strategy conversations
Team

Everyone owns their part.

Strategy shouldn't live in the CEO's head. Each team member sees how their work connects to the bigger picture. They own their tactics, set their milestones, and think strategically at their level.

Financial Intelligence

Your cashflow, budgets, and reports in strategic context.

Send in your management reports, cashflow, and budgets. StraEO automatically extracts key insights and holds that knowledge within the wider context of your business. Your AI advisor doesn't just know your strategy — it knows your numbers too.

StraEO data sources showing budget, management accounts, and cashflow uploads

And that's just the start.

SWOT analysis
Knowledge bank
Continuous improvement
Team discussions
Ask a team member
Advisor portal
Role-based permissions
Xero integration
Google Sheets sync
Progress tracking
Milestone management
Strategic SWOT context

Ready to get your strategy sorted?

Pick whichever suits you. There's no wrong choice.

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From the blog

Plain-language thinking on strategy for real businesses.

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