Helm guides your team through building a strategy grounded in proven frameworks — then helps you monitor progress, surface risks early, and report to stakeholders with confidence.
Vision
The default way teams steer their direction.
Expand into enterprise
Delight every customer
From the guiding vision down to who owns each action.
Move through five clear phases — Frame, Develop, Review, Refine, Publish — with soft readiness checks so nothing important gets skipped.
Model your strategy your way: Goals → Objectives → Actions, OKRs, or any levels you configure per strategy.
Assign an owner to every action, set time horizons, and attach measurable targets to track what success looks like.
Helm covers the full lifecycle — from building the strategy to keeping it alive through execution.
Helm walks your team through a framework-grounded process — Frame the direction, Develop the plan, Review with stakeholders, Refine to lock every detail. Start from a proven method, not a blank page.
Regular check-ins with confidence signals (on track / some concerns / at risk) keep the strategy alive after the offsite. Surface stale goals and capture metric updates in one place.
One-click executive reports show goal health, open risks, and recent wins — formatted for board presentations or all-hands. Share with a link, no login required.
Helm walks your team through five phases.
Set the direction
Make the core strategic choices — diagnosis, guiding policy, winning aspiration, where to play, how to win, trade-offs, and the capabilities to win — before designing a single goal. This is the strategy itself, not the plan.
Build the plan
Translate the direction into a structured hierarchy of goals, objectives, and actions with owners, dates, and measurable outcomes.
Gather feedback
Invite reviewers, surface disagreements, and collect structured feedback while the strategy can still change.
Resolve & finalise
Work through every open thread, lock the detail, and ensure the strategy is ready to be owned and executed.
Communicate broadly
Pay per editor while you're small, or switch to one flat rate as you grow. Reviewers are always free.
Pay for the editors you have — ideal for small teams getting started.
Spin up a workspace, walk through the process, publish your strategy, and keep your team focused on what matters.
Get startedInvite reviewers to comment directly on goals and actions, then resolve every thread before you publish.
Owners, Editors, and free read-only Reviewers. Snapshots capture each draft so you can compare and roll back.
Turn the finished strategy into a clean, shareable page with a public link your whole organisation can read.
Produce the polished visual and share it with the wider audience — the people who need to understand the strategy but weren't in the room.
One flat rate, unlimited editors. Best value once you pass ~20 editors.
Every plan starts with a free trial — no credit card required. Free for everyone while we're in beta.