Playbooks + Docs
Playbooks and Docs document, disperse, and deliver knowledge
Build your knowledge hub where the rest of your business lives — and keep everyone on the same page.
Build your knowledge hub where the rest of your business lives — and keep everyone on the same page.
Find out how you can use Playbooks and Docs in Strety and skip external documentation tools.
Use text, images, videos, links to say what you need to say and put your culture in it
Create Playbooks for processes and company stories, and use Docs in Projects for info storage
Link to Dropbox, Google Drive, OneDrive, SharePoint, and more so you don’t have to mess with duplicates
Upload files (PDF, Word, PPTX, Excel, and more) to store them where you need them
Playbook assignees get an automatic To Do to minimize “I didn’t see that” issues
Add Playbooks to seats in the Accountability Chart for consistency in roles and onboarding
It would not be possible for us to follow EOS without a platform like Strety. To name just a couple of things that makes Strety unique, Strety integrates directly with Microsoft To Do, which is a huge bonus and the Playbooks function is a great place to track Internal Policy Acceptance.
Denise
I love using Strety because it helps the company stay organized and efficient. Strety has become an integral part of our EOS implementation, making it easier to manage and execute our business processes. It’s a true “business management” tool, has great support, and new features continue being added to it.
Amy
Playbooks are process documentation tools that make creating and sharing company procedures way more fun than it sounds. You can include text, images, and video embeds to let your company’s personality and values shine through your processes.
You can attach Playbooks to specific roles for easy onboarding, creating step-by-step guides for new hires. When you assign someone a Playbook, it automatically creates a To Do for them to read and acknowledge it, so nothing slips through the cracks.
After the asynchronous portion of the review, you can get into the nitty gritty during your realtime Quarterly Conversation, with documented, tangible information to work from.
Yes! You can upload files or connect directly to SharePoint, OneDrive, Dropbox, Google Drive, or anywhere online. No need to recreate what you already have — just centralize your documentation in Strety.
Playbooks can link to other Strety features like Rocks, Messages, and To Dos, creating a connected experience. You can also reference other Playbooks within a Playbook to build comprehensive process documentation.
Absolutely. Team members can comment directly on Playbooks, creating threaded discussions that stay attached to the process documentation. This helps improve your processes over time and ensures everyone stays on the same page.
Playbooks work great for onboarding procedures, company policies, project workflows, safety protocols, and any recurring process your team needs to follow consistently. They’re especially useful for processes that need to be handed off between team members.
When you assign a Playbook to someone, it creates a To Do that they need to mark as complete. You’ll get notified when they’ve read and acknowledged the Playbook, giving you visibility into completion without having to chase people down.
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