Use the Scaling Up positioning model
Preview the seven Scaling Up layers, then open Edit to change the word you own, sandbox, activities, and BHAG.
2 steps · About 2 minutes
Preview Scaling Up
Open Scaling Up from Models. A saved version starts in Display: the read-only canvas, not the form. Anyone with strategy read can view it. This is the same published view chat preview uses. You cannot save here u2014 choose Edit (pencil) to change fields.
Edit Scaling Up
A saved Scaling Up model starts in Display. Choose Edit (pencil) to show the form. Change the Words you own field (or any other), then use Save if you have strategy update. Save writes a new draft version. Publish is a separate job u2014 see Save and publish a strategy model.
FAQ
I see No Scaling Up layers filled in yet.+
Start with the word you want to own, then sandbox and promise. Fill the remaining layers before you treat this as the live brand strategy. Save a version to leave Not configured.
If I fill Scaling Up here, does it change other workspaces?+
No. The agency picks which frameworks exist (Settings u2192 Agency u2192 Marketing models). Each workspace saves its own versions. Filling Scaling Up for this client does not overwrite another client.
Does Edit also publish Scaling Up for chat?+
No. Edit then Save writes a draft version. Chat preview and @mentions of strategy models use a published version. See Save and publish a strategy model. Revert a strategy model version and Use the strategy model assistant are separate jobs on the same page.
I can preview Scaling Up but I cannot save. Why?+
Viewing needs strategy read. Save, publish, unpublish, and revert need strategy update. Ask an admin. The assistant on the right can draft a change; applying it also needs strategy update.