How Trellis works
The plan, the work, and whether it’s happening.
Trellis holds your strategy as one connected plan, from a one-sentence vision down to each dated milestone, and computes whether it is actually moving. Every piece of work can say why it exists, and every objective can say whether it is really happening.
One score for the plan: is it sound, is the work moving, is the rhythm kept. Nobody types a status.
Every initiative sits under the objective it serves, with its review and refresh clocks beside it.
The plan on one page: every metric from baseline to target, with the date its number is true as of.
Each meeting shows how ready it is, and its record locks when it is done.
The PowerPoint pack builds from the record, and every download is on the audit trail.
What Trellis does
Status nobody can fake
Health computed from the work, staleness as its own signal, and a history of readings that is never rewritten.Read more
Two clocks on every objective
Reviews ask whether the work is moving; refreshes ask whether the objective is still right. Each meeting arrives with a brief, then is filed as a record.Read more
Bring your plan
Start from the deck, document or spreadsheet you already have. Review what Trellis read before any of it lands.Read more
The board pack builds itself
A PowerPoint pack and a one-page scorecard from the plan itself, in your colors, with a summary written only from computed facts.Read more
The plan coach
Checks the whole plan against the method and scores it: outcomes nobody is working on, work that serves nothing, missing owners, a rhythm not kept.Read more
Capacity, value and adoption
No initiative without someone’s time, the value case beside the spend, recorded buy-in, and whether the practice is taking hold.Read more
One place for the plan
One plan instead of a deck, a spreadsheet and a tracker.
What Trellis replaces
- The measures spreadsheet someone chases every monthMeasures with a baseline, a dated reading and a reminder when the next one is due
- The initiative trackerInitiatives, milestones, risks and the roadmap, each under the objective it serves
- A week of building the board deckThe board pack, built from the meeting’s locked record
- The meeting pre-readThe leaders’ brief: what drifted, who to chase, and what keeps coming back
- The “who is on what?” sheetCapacity: who is committed, for what share of their week, and who is over
- Decisions lost in email and minutesThe decision log, with a reason for every stop and deferral
- The shared folder of plan documentsDocuments filed against the meeting, objective or initiative they belong to
What it works alongside
Your task tracker
The plan stops at milestones. Day-to-day tasks stay in Asana, Jira or whatever your teams use.
PowerPoint
Trellis writes the board pack as an editable deck. You stop building it; you can still change it.
Your systems of record
Each owner enters their reading in a one-number form. Trellis does not connect to finance or sales systems.
Chasing status stops being anyone’s job.
Reminders go out when a reading is due, the brief names who is late, and a milestone marked blocked goes straight to the initiative’s owner. The people who used to collect updates spend that time on the work.
The whole product in one question
Every task can say why it exists.
Pick a piece of work. Trellis climbs from it to the initiative, the objective, the focus area and the vision it serves, and says in plain English why it matters.
Pick a task. Ask it why.
Demo Co, the sample company every test drive starts with.
Milestone
Design system components ready
K. Alvarez · due Aug 10 · blocked
Initiative
Onboarding flow redesign
J. Reyes · a milestone past due
Objective
Expand mid-market segment to 35% of new ARR
S. Okafor · $2.4M of $3.5M
Focus area
Revenue Growth
Demo Co
Vision
Become the system every mid-market leadership team runs its plan on — not the deck they update once a year.
Demo Co · 7-year horizon
Milestone
Q3 pulse fielded
D. Nichols · due Aug 10 · blocked
Initiative
Pulse survey cadence
D. Nichols
Objective
Achieve 90% employee engagement score
D. Nichols · 71% · last measured Apr 15
Focus area
Talent & Culture
Demo Co
Vision
Become the system every mid-market leadership team runs its plan on — not the deck they update once a year.
Demo Co · 7-year horizon
Milestone
Remaining vendors onboarded
M. Tran · due Nov 1 · in progress
Initiative
Vendor invoice OCR rollout
R. Kim
Objective
Automate 80% of vendor invoicing
R. Kim · 58% of 80%
Focus area
Operational Excellence
Demo Co
Vision
Become the system every mid-market leadership team runs its plan on — not the deck they update once a year.
Demo Co · 7-year horizon
Milestone
Referral tracking live
M. Tran · due Aug 30 · in progress
Initiative
Partner referral program
M. Tran · on track · plan 142 days stale
Objective
Expand mid-market segment to 35% of new ARR
S. Okafor · $2.4M of $3.5M
Focus area
Revenue Growth
Demo Co
Vision
Become the system every mid-market leadership team runs its plan on — not the deck they update once a year.
Demo Co · 7-year horizon
Because mid-market ARR has to reach $3.5M by the end of the year and stands at $2.4M, the quarterly review named onboarding time as the cause, and this blocked step is holding the new onboarding flow up.
What Trellis deliberately doesn’t do
A narrow tool you trust beats a broad one you work around. These are choices, not gaps.
Replace your task tracker
The plan stops at milestones. Day-to-day tasks belong in the tools your teams already use.
Schedule the work for you
Trellis shows who is committed to what, and where that doesn’t add up. It never moves a date or assigns a task.
Invent your strategy with AI
The model reads documents you give it and puts computed facts into sentences. The strategy, and every decision in it, stays with your people.
See your own plan in Trellis.
30-day trial · No card · Everyone in your company can view for free