Strategy Overview Assessment Template Editor

Choose how you'd like to work with your assessment template

or
Single template
📝

Edit Template

Import one template to make changes directly. Use this when you want to edit items, tags, grades, descriptions, and other fields, then export and re-import into Strategy Overview.

Drag your exported .xlsx template here or click below

  1. Export your assessment template from Strategy Overview
  2. Import the .xlsx file here to edit
  3. Edit items, tags, grades, weights, descriptions inline
  4. Export and re-import into Strategy Overview
Two templates
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Merge Templates

Compare two templates side by side and selectively adopt changes. Use this when the Marketplace has published updates or you want to pull in changes from another template without losing your customizations.

  1. Import both your current template and the one you're comparing against
  2. Review differences field by field
  3. Select which updates to accept (tags, descriptions, etc.)
  4. Export a merged template that keeps your customizations
⚠️
Keep a backup. Importing a modified template into the platform can overwrite existing data. Always keep your original .xlsx file as a backup before importing any changes.
Learn how to customize and import your assessment →