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ClearPoint Strategy | Strategy Execution Software | #1 Strategic Management PlatformClearPoint Strategy helps organizations of all sizes streamline strategic planning and execution with intuitive, award-winning software solutions.ClearPoint Strategy | Strategy Execution Software | #1 Strategic Management Platform We analyzed 20,582 strategic plans. Get a copy of the full report.Get The ReportFeaturesSolutions how we help organizationsStrategic PlanningBreak down strategic plans to work that gets done on timeBusiness ReportingMake your reporting workflows match how decisions get madeDashboards & VisualizationCreate scorecards and dashboards that are the source of truth and drive actionProject ManagementAlign your project management process with your strategic goalsfeatured articleWhat Do Local Governments Actually Put In Their Strategic Plans?See how 485+ real local government plans structure their top-level themes and adapt them for your own use.Read Featured ArticleBrowse All ArticlesSectors Sectors We ServeLocal Government & State AgenciesUtilities & Energy ProvidersHospital Systems & Healthcare NetworksRegional Banks & Credit UnionsSchool Districts & Academic InstitutionsGlobal ManufacturersMultinational & Enterprise Organizationsfeatured case studyBrowse All Case StudiesAACNAs AACN grew, the elaborate spreadsheets that housed the information of over 25 different departments quickly became obsolete. They needed a new way to track and share their strategy.Read Case StudyResources FRee strategy execution resourcesStrategy Execution BlogExplore 100s of articles on strategy executionEvents and WebinarsJoin us at in-person and online eventsVideosFeatured videos and webinar replayseBooks & TemplatesFree downloadable templates and eBooksCustomer Success StoriesHow ClearPoint helps drive results.featured ResourceDownload eBookTop 10 Business Strategy Best Practices for 2025Stay Agile, Data-Driven, and Future-ReadyBrowse all resources and templatesPricingLoginGet a demoPricingCustomersGet a DemoHow We Help OrganizationsStrategic PlanningBusiness ReportingDashboardsProject ManagementIndustries We ServeLocal GovernmentHealthcareUtilities & EnergyFinancial ServicesEducationManufacturingEnterpriseOur BlogFree eBooks & TemplatesVideo LibraryStrategic Planning & Execution That Adapts To Your Organization 🚀Turn strategic plans into action with monthly/quarterly objectives, measures, and initiatives—no more juggling broken spreadsheets.Want to see how it works?Book a Free DemoJust browsing?Launch Instant TourIn 30 minutes, see what your strategy would look like in ClearPoint.TransparencyAIAutomationPlanningReportingProjectsDashboardsGuided Data MigrationWe’ll help you move all your strategy and KPI data from spreadsheets to ClearPoint.Seamless IntegrationConnect with Power BI, Snowflake, SQL Server and more to streamline strategy and reporting in one place.SOC2 Certified SecurityYour data stays safe with enterprise-level security, strict access controls, and full compliance.Trusted by more than 15,000 users at leading organizations worldwideProblemHow Your Plan Looksin a Spreadsheet vs ClearPointTeam LeadWhy didn’t you get my update?CFOThese numbers are out of date...project managerI thought this was fixed already?“Spreadsheets broke everything—lost updates, outdated data, and endless confusion. ClearPoint fixed it all.”Becky E.Innovation ManagerFinally, Everything in One Place 🙌🏽Track objectives, measures, and initiatives in real time. See progress, spot issues, and generate reports instantly.Want to see how easy it is?Book a Free Demohow it worksTurn Your Detailed Strategic Plan IntoDaily Tasks For Every Team & DepartmentSET UP FOR SUCCESSGet Up And Running In 2-3 Weeks With Our HelpWe adapt to your strategy, team, and workflow—no more forcing your process into rigid tools.Migrate Existing Data – Import everything from spreadsheets without losing structure.Customize to Your Needs – Align ClearPoint with your goals, teams, and reporting framework.No Strategy Yet?We’ll Help You Turn Ideas Into A Clear, Actionable PlanJust answer a few questions, like filling out a form—and AI will create a custom plan with key objectives and milestones.Want to see how it works?Book a Free DemofeaturesEvery Person, From Every Team, Knows Exactly What To DoGet the tools to track KPIs, assign tasks, monitor progress,and keep every initiative on target.Custom ViewsFilter data by team, department, or individual to see progress, responsibilities, and key updates in real-time.Smart RemindersGet automatic updates and alerts to ensure tasks, reports, and strategic goals stay on trackProject ManagementManage initiatives, deadlines, and dependencies in one place, keeping every project aligned with your strategy.Key MetricsTrack performance with real-time KPIs, so you always know what’s working and what needs attention.Live DashboardsGet a clear, real-time view of goals, reports, and key data—all in one easy-to-use dashboard.Custom ViewsFilter data by team, department, or individual to see progress, responsibilities, and key updates in real-time.See Custom ViewsSmart RemindersGet automatic updates and alerts to ensure tasks, reports, and strategic goals stay on track.Project ManagementManage initiatives, deadlines, and dependencies in one place, keeping every project aligned with your strategy.Key MetricsTrack performance with real-time KPIs, so you always know what’s working and what needs attention.Live DashboardsGet a clear, real-time view of goals, reports, and key data—all in one easy-to-use dashboard.Custom ViewsFilter data by team, department, or individual to see progress, responsibilities, and key updates in real-time.Smart RemindersGet automatic updates and alerts to ensure tasks, reports, and strategic goals stay on track.See Smart RemindersProject ManagementManage initiatives, deadlines, and dependencies in one place, keeping every project aligned with your strategy.Key MetricsTrack performance with real-time KPIs, so you always know what’s working and what needs attention.Live DashboardsGet a clear, real-time view of goals, reports, and key data—all in one easy-to-use dashboard.Custom ViewsFilter data by team, department, or individual to see progress, responsibilities, and key updates in real-time.Smart RemindersGet automatic updates and alerts to ensure tasks, reports, and strategic goals stay on track.Project ManagementManage initiatives, deadlines, and dependencies in one place, keeping every project aligned with your strategy.See Project ManagementKey MetricsTrack performance with real-time KPIs, so you always know what’s working and what needs attention.Live DashboardsGet a clear, real-time view of goals, reports, and key data—all in one easy-to-use dashboard.Custom ViewsFilter data by team, department, or individual to see progress, responsibilities, and key updates in real-time.Smart RemindersGet automatic updates and alerts to ensure tasks, reports, and strategic goals stay on track.Project ManagementManage initiatives, deadlines, and dependencies in one place, keeping every project aligned with your strategy.Key MetricsTrack performance with real-time KPIs, so you always know what’s working and what needs attention.See Key MetricsLive DashboardsGet a clear, real-time view of goals, reports, and key data—all in one easy-to-use dashboard.Custom ViewsFilter data by team, department, or individual to see progress, responsibilities, and key updates in real-time.Smart RemindersGet automatic updates and alerts to ensure tasks, reports, and strategic goals stay on track.Project ManagementManage initiatives, deadlines, and dependencies in one place, keeping every project aligned with your strategy.Key MetricsTrack performance with real-time KPIs, so you always know what’s working and what needs attention.Live DashboardsGet a clear, real-time view of goals, reports, and key data—all in one easy-to-use dashboard.See Live DashboardsSee these features in actionBook a Free DemoautomationTweaked Your Plan? Here’s How ClearPoint Automates All The ChangesUsers save an average of 89 hours per report by eliminating manual work through these automations.Data CollectionBulk Spreadsheet DataClearPoint Data LoaderScheduled WorkflowsUpdater FlowTimely Team RemindersStatus EvaluationsCalculations and EvaluationsStatus IndicatorsAutomated AlertsKey Metric ChangesRed Alert MeasuresReport GenerationSchedule ReportsDistribute to StakeholdersExport Briefing BooksConsolidate Key InsightsBriefing Books for MeetingsWant to see all the automations?Book a Free DemoBUILT- IN AI STRATEGY ASSISTANTAsk Questions, Get Strategy Insights Without Manual AnalysisNo more building, researching, or digging for insights. Just ask a question and get an instant, strategy-aligned answer.Set Clear MilestonesWhat are the milestones for this project?Week 1: Assess Current Process,Week 2-3: Define Success MetricsWeek 4-5: Outline 30/60/90 Day PlanCan you add a 4th milestone?Certainly! Here is a 4th milestone for this initiative: ‍Milestone 4: Gather feedback from users and make improvements.Get Status UpdatesShow me what’s changed in this project over the last month.The project completion date was extended from June 15 to July 30 due to unexpected delays. Street repaving is 100% complete, sidewalk expansion is on-schedule with 70% complete.What were the unexpected delays?The material deliveries arrived late, causing Phase 2 (Infrastructure Upgrades) to start one week later than planned.Explore KPIsSuggest some KPIs for this goal.Project Completion Rate –% of projects finished on time.Revenue Growth Rate –% increase in revenue over time.Customer Satisfaction –Average rating from feedback.How should I measure my performance against my peers?Project Completion Rate – ~70-80% of completed on time.‍Revenue Growth Rate – ~5-10% annual growth.Customer Satisfaction – ~85-90% satisfaction score.Want to see all the AI prompts?Book a Free DemoReportingReporting, Without the HeadacheStop dreading reporting (yes, it's possible!). Unify data, automate updates, and visualize insights with ease.Single Source of Truth for ReportingCreate reports that pull real-time data automatically, ensuring accurate insights across sales, marketing, and operations.Always Up-to-Date – Reports refresh automatically with the latest numbers, eliminating manual updates.Unified Data & Visuals – Get performance metrics, trends, and charts in one fully updated report.Want to see reporting in action?Book a Free DemoI used to spend days (sometimes weeks!) pulling reports together. Now, ClearPoint does it automatically—I don’t even have to think about it.”Brandie HallowayDirector of StrategyintegrationsPerfectly Fits Into Your Existing ToolstackExplore all integrations hereBest-In-Class SupportLive chat supportGet instant help from a real person on our team—just type your questions and get real-time answers.TriciaJosephMarisaWant to see all the integrations?Book a Free DemotestimonialsClearPoint Aligns StrategiesEverywhere“This system keeps you finding operational efficiencies. Several of these opportunities have resulted in millions of dollars in savings!”Brandie H. 
Director of Strategy“Everyone is rowing in the same direction in ClearPoint, which contributes to our overall performance.”Darren E. 
Director, Finance“ClearPoint has taken our strategy-focused organization to the next level.”Rossana C. 
AVP, Strategic Planning“ClearPoint is an excellent product with superior support. It has been an excellent tool to use!”Julie J. 
Director, Operational Excellence“Going from using PDFs to ClearPoint has helped us elevate visibility.”Ed F. 
Director, Enterprise Project ManagementBOOK A FREE DEMOGive Us 30 Minutes, And We’ll Show You How To Never Do Manual Reports AgainWe’ll tailor ClearPoint to match your strategy, team, and goals for a perfect fit.No guesswork—get an exact quote based on your needs, with no hidden fees.Always Up-to-Date – Reports refresh automatically with the latest numbers, eliminating manual updates.Based on 150+ customer reviewsTalk to a strategy expert! Not Ready for a Demo?Take a quick Self-Guided Tour!Get instant access to an interactive, self-guided tour Want to give it a try?Launch Instant Tour1911 N Fort Myer Drive, Suite 1100Arlington, VA 22209866-568-0590info@clearpointstrategy.comQuick LinksGet a DemoClearPoint BlogProduct UpdatesSupport CenterEnterprise SecurityUse CasesStrategic PlanningProject ManagementBusiness ReportingDashboardsAbout ClearPointAbout UsOur TeamOur StoryCareersContact UsIndustriesLocal GovernmentHealthcareFinancial ServicesEnterprise1911 N Fort Myer Drive, Suite 1100Arlington, VA 22209866-568-0590info@clearpointstrategy.comCopyright © 2008-2025 ClearPoint StrategyDo Not Sell or Share My Personal InformationTerms of UsePrivacy Policy Take A ClearPoint Quick Tour Don't want to schedule a demo yet? No worries. Just enter your contact info below to get instant access to an interactive tour of ClearPoint. +Talk To A Strategy Expert!In 30 minutes (or less), you will:See how ClearPoint transforms your plan into clear, trackable tasks.Watch real-time reporting in action with reports and dashboards built in 30 seconds.Get a live walkthrough of how your workflow would look inside the platform. FREE GIFT – Get a custom report or dashboard built LIVE with your data during the demo!enen1772662550https://clearpointstrategy.com

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