
1911 N Fort Myer Drive, Suite 1100
Arlington, VA 22209
866-568-0590
info@clearpointstrategy.com
ClearPoint is where cities and counties turn the plan the council adopted into owners, updates and a council packet that builds itself.
Every city runs on a plan, and every plan is a promise: roads, water, transit and parks. That work is spread across every department and tracked in scattered spreadsheets. With ClearPoint, every department works from one plan, in sync. An off-track measure, average EMS response time, gets a new initiative and comes back on track. The council report builds itself from live data, as a PDF or PowerPoint. The public dashboard shows residents the progress behind every promise, on desktop and phone, for any city and any plan.














Small city, mid-size city, large city. Same plan, same packet, same dashboard.
Strategic planning software for local government is where a city or county holds its adopted plan and runs it: priorities, the objectives and measures under each, a named owner in every department, regular updates, the council packet and a public dashboard. Unlike a document or a spreadsheet, it keeps the plan current between retreats.
Four people keep your plan alive: the city manager, the department head, the strategy and performance lead, and the analyst. Watch one quarter through each of their eyes.
Across 52,247 objectives in 318 organizations, 77% have no named owner. In local governments alone, 75.6% do. Initiatives with a named owner are completed 2.5× as often (21.5% vs 8.7%).
Chapter 1, city manager: Harbor View Strategic Plan landing page — Community, Service Excellence, Infrastructure priorities with objectives, measures and initiatives; Explorer map; Teams question "what are our 3 most pressing issues in public works?" answered from the Public Works & Utilities scorecard. Chapter 2, department head: Public Works & Utilities scorecard, Dependable Water & Sewer Infrastructure, measures dashboard, SWOT analysis. Chapter 3, strategy & performance lead: Quarterly Performance Update Q2-2026 workflow, council packet, public dashboard. Chapter 4, analyst: Water Main Breaks per 100 Miles Q2-26 value 19 written back from Teams by Jordan Blake.
Priorities, objectives, measures and initiatives sit on one screen, as the council adopted them, with a live status on each. Ask ClearPoint AI in Microsoft Teams what is most pressing and the answer comes straight from the scorecard.
Each department runs its own scorecard: objectives linked to the measures and initiatives behind them, rolled up to the citywide priorities. Anything without a named owner is flagged until someone claims it. ClearPoint AI drafts a SWOT from the live numbers.
A reporting workflow collects every department’s update on schedule. The packet is generated from the live plan in your branding, as PDF, PowerPoint or Word, with a summary drafted by ClearPoint AI. One toggle publishes it to a public dashboard built to WCAG 2.1 AA.
Numbers arrive on a schedule from the systems you already use. Owners reply to a reminder email or answer ClearPoint AI in Microsoft Teams, and the value is written back to the plan. No login needed.
"ClearPoint really reduced our overall time for the process - about 75%."
The method comes from 30 years of helping organizations execute strategy, alongside the creators of the Balanced Scorecard. It is built into the setup and the Playbooks.
Guided conversations with ClearPoint AI build a department plan, a SWOT or a risk assessment in your terminology. Comprehensive plan, departmental plans, capital plan: one structure, your words.
The ClearPoint team loads your adopted plan, maps departments and owners, and sets the reporting calendar. Your first scorecard is live in three weeks.
Strategy sessions on request, live sessions, and a drop-in demo. The questions a Playbook asks are the ones our team has asked in strategy sessions for 30 years.
Join a drop-in demo ›Founded by Ted Jackson and Dylan Miyake, who worked with Robert Kaplan and David Norton — the creators of the Balanced Scorecard — and have spent 30 years helping organizations execute strategy.
One platform for the plan, the departments, the packet and the public page. Every capability below is included in every local government account.
Turn the adopted plan into objectives, measures and owners.

Board and council reports in minutes, not weeks.

Show residents and stakeholders progress, no spreadsheets.

Drafts updates, summarizes status, answers questions.

Balanced Scorecard, OKRs or your own framework, one system.
Targets, status and accountability every reporting period.
Milestones, budgets and status tied to the strategy.
Live dashboards leadership actually opens.
Excel, Power BI, ERP and 100+ data sources.
ExcelPower BISnowflakeSQL ServerTableauJirayour ERP and budget system through the APIAll integrations ›ClearPoint has run 21,000+ strategic plans. The patterns below come from anonymized plan structure in local governments. We see how a plan is built, never what it says.
of objectives in local government plans have no named owner.
as likely to be completed when an initiative has a named owner.
run by the median city or county on ClearPoint.
Those patterns shape how we set up your plan and what ClearPoint AI flags in it: an objective without an owner, a measure nobody updated, a priority with no initiative behind it.



"Standardization of the material is key, as far as having people be able to read and review all the content in these reports."Read the story ›

Citywide plan and every department business plan. 283,000 residents, a strategy team of two.
Read the story ›
"ClearPoint really reduced our overall time for the process - about 75%."Read the story ›
Two live public dashboards, published from the same plan the council sees. No two look alike.
Procurement documents in the Trust Center: SOC 2 report under NDA, VPAT, DPA, W-9. Your data is never used to train AI models.
Your adopted plan loaded, departments and owners mapped
Data connections and the reporting calendar
First scorecard live, first update cycle run
The setup is done with you, and the people who update never see the admin side. Most contributors reply to an email or to Teams.
The plan, its history and its owners stay in one place. A new administration edits priorities; nothing is rebuilt.
ClearPoint is hosted in the US and administered by your strategy team. IT reviews the SOC 2 report and enables SSO.
It depends on who reports on the plan and to whom. Look for a named owner on every objective, updates without a login, a council packet built from live data, and a public dashboard. Our guide compares the options for local governments ›
No. ClearPoint holds the strategic plan and its performance data. It connects to your ERP, budget and permitting systems so the plan reports from them.
Yes. Targets, status rules and accountability run every reporting period on the same plan. See performance management ›
Three weeks to the first live scorecard. The ClearPoint team loads your adopted plan and maps departments and owners with you.
Yes. Counties, county agencies and special districts run their plans on ClearPoint alongside cities. The structure follows your organization chart.
Public dashboards are built to WCAG 2.1 AA, and the VPAT is available in the Trust Center. ADA Title II deadlines fall in April 2027 and April 2028 depending on jurisdiction size.
Yes. They reply to a reminder email in plain English or answer ClearBot in Microsoft Teams, and the update is written back to the plan.
Nothing is rebuilt. The plan, its history and its owners stay in place; the new administration edits priorities and the reports follow.
A strategic planning expert for cities and counties reviews your needs, loads your plan, your data or your use case into ClearPoint, then walks you through it.
Two short steps, then choose a slot on the calendar. No back-and-forth emails.
A strategic planning expert who works with local governments reviews your request and asks what you want to see.
Your plan, measures or use case is loaded before the call, so the 30 minutes run on your city. Nothing to share yet? They show you a city like yours.






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“Quarterly reporting took more than 120 hours across teams. With ClearPoint, we were able to reduce that time by 80%, saving us weeks every quarter!”
Octavius M.Assistant to the City Manager“After the demo, we sent our strategy docs—they handled the rest. Up and running in 2 weeks.”
Brandie H.Director of Strategy“Before ClearPoint, we were drowning in spreadsheets and PowerPoints.”
Darren E.Director of FinanceExplore at your own pace, then book a demo when you're ready. No form, no call.


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