The Rova Methodology is a turnkey, suggested solution for agencies looking to implement strategic planning as a service. After being proven over the course of three years in the field, Rova spun out of strategic ad agency Phenomblue. Rova is now a standalone SaaS business built on decades of agency experience. In this step-by-step guide, you'll find best practices, insight and tips and tricks from our own experience administering the Rova Methodology, plus some of the valuable feedback we've received from Rova customers and other agencies who've implemented the Rova Methodology.

Working cross-industry to drive success for organizations and projects, the Rova Methodology is comprised of three phases: Plan, Transcend and Succeed. Through its phased approach, agencies and their clients collaborate to create a definition of success and strategy to fuel tactics for execution. The result is purposeful, better creative that can be measured and tracked.

Users of the Rova software are not required to implement or follow the Rova Methodology; however, they must have a process in place for identifying success for their clients, in order to produce the following items required for using Rova's software platform:

  • A planning process that produces a plan with measurements
  • An ideation process that produces tactics that influence those measurements

If you don't have a current strategic planning process or would like to adopt a new one, or if you're simply looking to improve a part of your process, you'll find an outlined step-by-step process of the Rova Methodology here. This includes access to templates and deliverables to easily adopt the Methodology in totality, or implement just pieces and parts, adding in personal touches that are unique to your agency or agency network.

In this article we discuss:

  • The three components of the suggested Rova Methodology
  • Two potential scopes for the Rova Methodology

Three Components of the Rova Methodology

The three components of the Rova Methodology are: Plan, Transcend, Succeed.


Work with clients to identify their goals by defining what success looks like across key business categories – ensuring the integrity of your ongoing efforts and aligning your agency to measurable client success.

The Plan phase consists of collaborative strategic planning using those key business categories to define success and then writing measurements.

The final deliverable of planning is a Plan.


In the Transcend phase, agencies do what they do best - ideate tactics, bringing the measurements defined in the Plan phase to fruition and generating aligned work opportunities.

The Transcend phase consists of:

  • A 2-day Ideation session with the client (if you are doing Rova for the entire organization)
  • Matching measurements to tactics
  • Preparing and presenting your final deliverable


Using Rova's software, agencies can track their activity to defined and mutually agreed upon outcomes, measuring the impact on their clients’ business goals over the lifespan of the relationship.

The Succeed phase consists of ongoing discussions with your clients around success, within the Plan and ultimately around their business. You can generate reports for your clients to provide updates and consult on which tactics to implement next.

Two Scopes

There are two potential scopes for the Rova Methodology's use: an entire organization or a project. The difference between the two is simply scope. The first one is for the entire business. The timeline is longer and the deliverables are more robust. Typically all 16 categories are used during the Plan phase.

Rova for a project is the more popular of the scopes. You will administer the Methodology looking through the lens of a specific initiative like a go-to-market strategy, website, internal communications plan, etc. The timeline is significantly shorter and the deliverable is the actual project you were engaged to produce. You will not use all the categories during the Plan phase.

Now check out our two suggested timelines for using the Rova Methodology for these two scopes. 

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