The ClearPoint Strategy Success Framework: Simplifying Execution

Strategy Execution. It’s no small feat. The challenges run from gathering the right data to shifting the culture of an entire organization. But it doesn’t have to be daunting.

ClearPoint Strategy simplifies your strategic planning, business reporting, and management processes, so you can focus on the actions that matter most. Backed by over 50 years combined experience working with strategy, ClearPoint software offers built-in expertise from our proven Strategy Success Framework:

1. Organize Strategy
2. Align Organization
3. Manage Projects
4. Communicate Results
5. Simplify Execution

Here is how ClearPoint supports the fifth and final strategy success factor.

Strategy Execution Blockers

The real test of a strategic plan is execution, where organizations often hit two hurdles:

• Data Collection and Report Building: Gathering accurate data and building useful reports takes time and effort.
• Cultural Change and Resistance: Aligning the culture with new strategic goals requires buy-in from every level of the organization. Employees might resist new strategies due to uncertainty or comfort with the status quo, so the change requires careful management.

The Winnebago County Health Department in Wisconsin ran into the first hurdle. Each of its six divisions relied on its own methods, mostly Excel files, to track and manage data. That worked for collecting data, but there was no common standard for sharing information across divisions. Data was well monitored inside each division, yet there was no shared space to review it together, so the department missed cross-divisional insights and recommendations.

ClearPoint’s Strategy Execution Solution

ClearPoint is built to simplify strategy execution. Here’s how:

• Integrated Systems: ClearPoint automates data collection from various sources, serving as a single source of truth for your organizational operations. AI analysis helps you find insights and make informed decisions.
• Automation: Workflows, reporting tools, and communication features set a regular reporting cadence that saves time and reduces human error.
• Comprehensive Support: Our strategy experts design tailored onboarding and adoption plans and provide resources and training, so you feel confident managing cultural change.

ClearPoint’s Approach to Change Management

Change Management is essential to strategy execution. The ClearPoint Customer Success team guides you through the process with personalized support.

Training

You’ll find training resources in our Support Center. Our CS team also hosts regular training webinars (see: Events).

• Step-by-Step Tutorials: Our online guides let you move at your own pace, with detailed instructions and best practices for every stage of the process.
• Training Sessions: Regular training sessions and office hours prepare you and your team and answer your questions.
• Continuous Support: The ClearPoint team holds regular check-ins to help you work through any challenges that arise.

Customers build their own training habits on top of this. At the time of our case study, the City of Charlottesville, Virginia, offered basic trainings a few times each year, led by internal staff, and advanced trainings about once a year with ClearPoint staff in attendance. The city also ran open labs, time and space away from the office where users could focus on their updates. Leslie Beauregard, Assistant City Manager, explained why: “It’s really hard to expect your users to sit at their desks while their phone is ringing, while they’re getting emails, while people are coming into their office, and expect them to make updates. That is not going to happen.”

Adoption Strategies with ClearPoint

Adopting a new strategy (and strategy software) can be intimidating. ClearPoint makes the process smoother.

Workspaces

Our personal Workspaces help accelerate adoption and secure buy-in across different levels of an organization. Each user can customize their own view, so employees can manage tasks, track progress, and share information from one place.

Workspaces are easy to use, which lowers the barrier to entry for people not used to strategic management tools. That matters during periods of change, and it helps keep team members engaged.

Workspaces also let team members see the impact of their contributions in real time. That visibility shows each person their work counts and builds a culture of accountability and alignment with the organization’s objectives.

Winnebago spread that ownership with a role it calls the Performance Management Champion, one in each division. The champions share the work of data management and performance tracking, so it doesn’t fall on just a few people. Because they know their division’s work, they pick the measures that tell the most compelling story. They also take part in leadership meetings, where they present their division’s dashboards and measures in ClearPoint. For staff without direct access to the platform, champions share HTML exports.

Onboarding with ClearPoint

ClearPoint’s implementation process is built for a smooth transition, so new users can get full value from day one. During the Success Planning phase, your Technical Account Manager (TAM) and Customer Success Manager (CSM) will conduct a Strategy Evaluation to understand your organization’s structure and reporting responsibility.

Take your time with this phase. Southern Ohio Medical Center (SOMC) did not try to configure everything at once. It gave leaders the chance to influence the design and function of their own dashboards, which made sure the system fit each department’s needs and built buy-in. Looking back, SOMC names that deliberate, phased approach, letting users shape the system and investing in implementation resources, as key factors in its successful adoption.

After onboarding, ClearPoint keeps supporting you with resources that help your strategy stay on track.

See how ClearPoint would run your plan — book a demo

What Sets ClearPoint Apart

Three things set ClearPoint apart as strategic planning and execution software:

1. Holistic Approach to Strategy Execution: We address every part of strategy execution, from planning to cultural change.
2. UI/UX and Support: Our software is designed for the user, with an intuitive interface and extensive support.
3. Flexible to You: ClearPoint is customizable, so you can shape your account to fit your organization.

Our #ClearPointCommunity includes many stories of our solution working across different industries. Explore our Customer Success Stories here. Bringing your strategic plan to life doesn’t have to be daunting. ClearPoint’s features and support help you overcome common challenges and reach your goals, from start to finish.

To simplify your strategy execution, demo ClearPoint for free.