How CFB Strategy Rooms work
Nine steps — from room setup to persistent org knowledge. Every session produces a structured, queryable graph with zero extra effort.
Create & Configure the Room
The host (Facilitator/Team Lead) creates a Strategy Room using the 5-step wizard. The room is configured before anyone joins — so the session starts with structure, not setup.
- →Enter org name, team name, team size, and strategic mission
- →Choose onboarding questions members will answer when they join (position, department, employee number, etc.)
- →Set a welcome message and optional session key for secure access
- →Pick from 5 pre-built templates: QBR, Roadmap, Retro, Risk Review, or OKR Planning
Members Join & Onboard
Team members join using the room code. Before reaching the canvas, each member completes a short onboarding that gives the facilitator the context they need — no pre-meeting forms required.
- →Join from any device — no download required
- →Onboarding collects role, department, employee number, and any custom questions the host configured
- →Members build a persistent professional profile that carries across all org strategy rooms
- →Anonymity level is set by the host — Visible, Semi-anonymous, or Fully anonymous
Phase 1 — Frame
The host sets the stage. The team aligns on what problem they're solving, what's in scope, and what success looks like before a single idea is submitted.
- →Host publishes the Actionable Purpose Directive (APD) — the session's north star
- →Optional thinking frameworks: SWOT Analysis, PESTLE Scan, or Issue Tree to structure the challenge
- →Timer controls (1–60 min) keep the phase on track
- →Host can broadcast pinned messages to the whole room at any time
Phase 2 — Ideate
Every team member submits their ideas, observations, and proposals as nodes on the shared canvas — simultaneously, without waiting to speak.
- →Node types: Problem, Solution, or Concept (labels customisable per room)
- →Assign each node to a strategic pillar or group (colour-coded on canvas)
- →Add an extended description or tag an impact level (High / Medium / Standard)
- →Duplicate detection alerts warn when a headline already exists in the room or across the org
Phase 3 — Cluster
The team draws connections between ideas to reveal dependencies, tensions, and thematic clusters. This is what turns a list of ideas into a strategic picture.
- →Connect Mode: draw directional relationships between any two nodes
- →Relationship types: CAUSES, ADDRESSED_BY, REDUCES, BUILDS ON, OVERLAPS WITH, or custom types
- →Type Connection Rules let the host restrict which node types can link — enforcing the org's taxonomy
- →The live graph layout updates in real time for all members
Phase 4 — Vote
Members endorse the proposals they believe matter most. The strongest signals rise to the top — without anyone moderating or filtering.
- →One endorsement per node per member — keeps signal quality high
- →Anonymous or attributed endorsements (member's choice, within the host's anonymity setting)
- →Blind mode: endorsement counts hidden until the host reveals — prevents bandwagon bias
- →KPI Dashboard shows live participation rate, contribution balance, and endorsement distribution
Phase 5 — Plan
The session closes with accountability. The host logs decisions, assigns action items, and files the session output — all from inside the same room.
- →Decision Log: record every decision with rationale, alternatives, and status (Open / Superseded / Reversed)
- →Action Items: assign tasks with owners, due dates, and priority levels before anyone leaves
- →OKR Tracker: attach objectives and key results to close the session with measurable targets
- →Risk Register: log any risks surfaced during the session with owner and mitigation plan
AI Generates the Session Output
When the session closes, the AI reads the full knowledge graph and generates structured output the team can act on immediately — no notetaker, no follow-up email needed.
- →AI Copilot: analysis of all proposals — patterns, blind spots, strategic synthesis
- →Sentiment Scan: alignment %, tension %, energy level across proposals
- →Session Memory: structured summary — KEY DECISIONS, ACTIVE ASSUMPTIONS, STRATEGIC THEMES, OPEN QUESTIONS
- →One-click PDF export: decisions, action items, risks, OKRs, and top proposals in a shareable brief
Knowledge Carries Forward
Strategy Rooms don't end when the session does. The decisions, risks, OKRs, and ideas live in a persistent org knowledge graph — searchable, bridgeable, and available to every future session.
- →GraphRAG Intelligence Hub: ask a strategic question in plain English — Claude AI reads the org knowledge graph and synthesises a cross-room answer highlighting patterns, gaps, and prior decisions
- →Team Bridges: connect rooms to share decisions, risks, OKRs, and nodes across teams
- →Node Lifecycle Status: tag initiatives Active, Planned, In Progress, or Sunset over time
- →Blast Radius Tracer: click any node to see upstream dependencies and downstream impacts
Enterprise Graph Intelligence
Four enterprise-grade intelligence tools transform the strategy canvas into a live operational dashboard — connecting real-world data, propagating risk, simulating trade-offs, and synthesising org-wide knowledge in seconds.
- →Weighted Risk Propagation — assign a seed risk score (0–100) to any node; the algorithm flows it downstream through the graph, weighting each hop by edge strength, so you can see which initiatives inherit the most risk before the Plan phase begins
- →Agentic GraphRAG — ask a cross-room strategic question; Claude reads the full node-edge topology, decisions, OKRs, and session memories to return a synthesised prose answer — not just keyword matches
- →What-If Impact Simulator — simulate removing a scenario's nodes from the graph; instantly see how many nodes become orphaned, how many weaken, which pillars are affected, and a Claude strategic trade-off analysis
- →The Pulse (Live KPI Coloring) — configure REST endpoints with threshold rules; when a KPI breaches its target, the connected graph nodes light up with colored rings for all members in real time via Socket.io
Strategy Base Control Panel
All 18 SBCP tools, always available
The full SBCP panel is open throughout every session — the host can access any tool at any phase, not just during the designated step.
The session flow at a glance
Every step feeds the next. The whole is greater than the sum of its parts.
Before the session
- ✓Configure the room
- ✓Set onboarding questions
- ✓Choose a template
- ✓Publish the APD
During the session
- ✓5 structured phases
- ✓SBCP tools available throughout
- ✓AI analysis on demand
- ✓Live KPI dashboard
- ✓Enterprise graph intelligence (risk, GraphRAG, What-If, Pulse)
After the session
- ✓Decision and action item log
- ✓PDF report export
- ✓Session memory saved
- ✓Org knowledge graph updated
Ready to run your first session?
Create a Strategy Room in under a minute. The full SBCP toolkit is ready the moment your team joins.
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