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Ted Jackson
Ted Jackson
Co-Founder & Alabama Native

Co-Founder and Managing Partner of ClearPoint. Former VP at Kaplan and Norton's Balanced Scorecard Collaborative.

Ted Jackson is the co-founder of ClearPoint Strategy, a B2B SaaS platform that empowers organizations to execute strategic plans with precision. Before ClearPoint, he was Vice President at the Balanced Scorecard Collaborative — later the Palladium Group — the firm Drs. Robert Kaplan and David Norton founded to put their framework into practice, where he led global sales and support for its strategy management software and wrote three articles for the Balanced Scorecard Report. A Duke and Harvard Business School alumnus, he brings over 30 years' experience in strategy execution, including 15 years implementing the Balanced Scorecard in the field. Ted works closely with customers to ensure the software meets unique challenges, continually refining the platform with his global expertise.

Discover our comprehensive guide to selecting the best strategy execution software to drive your business success. Contact us for more information!

Table of Contents

Key Takeaways

To choose strategy execution software, start from what you have to report and who has to own it — not from a feature list. Map your critical few objectives, name an owner for each, decide the review cadence you will actually hold, and then make each vendor prove it can carry those three things in a live demo using your own plan.

  • The platform matters far less than whether each goal has a name attached to it. ClearPoint's June 2026 ownership analysis, covering 52,247 strategic objectives across 324 organizations, found 77% had no owner and 64.6% had never been formally assessed even once.
  • In that analysis, objectives with a named owner were 2.2× more likely to be on track (23.6% vs. 10.6%). The best strategy execution software is the one that makes "no owner" a visible exception rather than a silent default.
  • Current platform scale, for reference: 604 organizations run their strategy in ClearPoint, tracking 74,667 objectives and 378,086 measures as of September 2026. No percentage above is computed over that population.
  • Prioritise the features that actually move execution — automated reporting, data integration, linked KPIs and projects, and role-based ownership. Weight pricing pages and AI feature counts less than the vendor would like.
  • The Washington State Department of Licensing, serving six million residents, narrowed 150+ measures to a focused critical few and built a review rhythm around it — the pattern worth copying.
  • Part of ClearPoint's Strategic Planning hub.

Most strategy execution software gets bought the wrong way. A team writes a wish list of features, sits through five polished demos that all look impressive, and picks the one that checked the most boxes. Six months later, the plan is back in a spreadsheet. I have watched this happen for thirty years — first as someone who built execution software, and now from beside the customers choosing it — and the pattern is consistent enough that it is worth handing you a different way to evaluate.

Start with the data. In ClearPoint's June 2026 ownership analysis, covering 52,247 strategic objectives across 324 organizations managing their plans in ClearPoint, the thing that predicted whether a goal was on track was not the sophistication of the tool. It was ownership. 77% of those objectives had no owner, and 64.6% had never been formally assessed even once. Only 13.6% were rated green. Objectives that did have a named owner were 2.2× more likely to be on track than ownerless ones (23.6% vs. 10.6%). Reference scale: 604 organizations now run their strategy in ClearPoint, tracking 74,667 strategic objectives and 378,086 measures (ClearPoint platform data, September 2026).

That is the lens to bring to a software search. The most important question is not which platform has the most features — it is which platform makes ownership, accountability, and regular review impossible to skip. Here is how to evaluate for that.

Start with your critical few, not a feature list

Before you look at a single vendor, decide what you are actually going to manage. The most common mistake I see is a team trying to track everything and, in doing so, owning nothing. The Washington State Department of Licensing, which serves six million residents, is the example I point buyers to: they used ClearPoint to narrow more than 150 measures down to a focused “critical few” and built a review rhythm around it. The right software should help you do that — manage less, better — not hand you a more powerful place to hoard metrics no one reads.

So write down the ten or fifteen objectives that genuinely matter, name a likely owner for each, and decide how often you will review them. That one-page list is your real requirements document. Judge every demo against whether it makes that list easier to own and harder to ignore.

Five things to make every vendor prove in the demo

Vendor demos are built to show the happy path. Your job is to push them off it. These five tests separate software that changes execution from software that just stores it:

  • Make them assign — and remove — an owner. Ask the salesperson to create an objective with no owner and watch what the system does. With 77% of objectives ownerless in that June 2026 analysis, defaults matter: the best tools make “no owner” a visible exception, not a silent default.
  • Ask to see the “what’s stale” view. Nearly two-thirds of objectives are never reassessed. A serious platform shows you, on one screen, every measure that has not been updated this cycle and who is responsible for it. If it can’t, your reviews will be running on stale data within a quarter.
  • Have them build a report live, from your data. Hand them a few of your own measures and ask for a board-ready report during the call. ClearPoint automates more than 70% of the reporting process, and public-sector organizations on the platform auto-generate roughly 4.5× more reports than private-sector peers — because once reporting is automated, the review cadence survives busy quarters. If a tool still needs an analyst to assemble the report by hand, that cadence is the first thing to break.
  • Put a project on screen and ask how it rolls up. Strategy execution software is not a task list. Ask to see one project’s detail, then ask, “How does this connect to the objective it serves?” You want a tool that keeps the work in the context of the strategy, so you can tell what is moving the plan from what is just activity.
  • Ask for a reference in your sector you can actually call. A vendor that serves organizations like yours — a city, a health system, a university — should be able to name one. We point higher-ed buyers to outcomes like LSU’s College of Engineering and public-sector buyers to live dashboards like Sugar Land and Fort Worth. Specifics you can verify beat a glossy case-study PDF.

What to weight less than the vendor wants you to

Most of a feature comparison is noise. Integrations, visualization options, and AI assistants are useful, and they make fine tie-breakers between two finalists — but they do not predict whether your strategy gets executed. I have watched organizations choose the tool with the slickest dashboards and still stall, because no one owned the numbers behind them. Weight ownership, review cadence, and reporting automation first. Treat everything else as a tie-breaker.

One honest note on cost: these platforms are not cheap, and the wrong choice is painful to unwind. But the most expensive outcome is not overpaying by a few thousand dollars a year — it is buying any tool, at any price, that your team quietly abandons. Adoption follows ownership. Buy for the thing that gets used.

Where ClearPoint fits

Most organizations come to ClearPoint after outgrowing Excel — when version control, manual data entry, and “which spreadsheet is current?” start to undermine reporting. ClearPoint is purpose-built to manage and report on strategy: it keeps project detail in the context of the objective it serves, makes ownership and review a built-in habit rather than an optional field, and automates the reporting that usually eats your week. It is not the right tool for a team that only wants a lightweight task list, and we will say so. But if your plan keeps dying in the gap between the strategy and the day-to-day work, that gap is what we were built to close.

When you reach a shortlist, the fastest way to separate finalists is to interrogate the vendor directly — on support, sector experience, and whether their tool enforces ownership or merely allows it. Our handbook of 29 questions to ask a software vendor is built for that conversation, and you can book a ClearPoint demo to run the five tests above against our platform.

Frequently asked questions

Does strategy execution software actually improve execution?

It does when it enforces ownership and review. Across the 52,247 objectives at 324 organizations covered by ClearPoint's June 2026 ownership analysis, 77% had no owner and 64.6% had never been formally assessed, and objectives with a named owner were 2.2× more likely to be on track (23.6% vs. 10.6%). The software helps most when it makes assigning an owner and reviewing progress a built-in habit rather than an optional step.

What features should I prioritize in strategy execution software?

Prioritize the capabilities that drive execution: clear ownership and accountability for every objective and measure, automated reporting, data integration with your existing systems, linked KPIs and projects, role-based collaboration, and dashboards that show status at a glance. A focused platform that keeps project detail in the context of strategy beats a broad project-management or BI tool for this purpose.

How is strategy execution software different from project management software?

Project management tools track tasks; strategy execution software keeps those tasks tied to the objectives they serve. The difference shows up in reporting: an execution platform tells you not just whether a project is done, but whether the objective it was meant to move is on track — and who owns it.

What is a strategy execution platform?

A strategy execution platform is software designed to implement and monitor an organization’s strategic plan. It aligns goals across the organization, tracks progress with KPIs and dashboards, assigns ownership, supports collaboration, and automates reporting and analytics so leaders can see what is working and adjust quickly.

What is the difference between strategy execution and implementation?

Implementation refers to the initial steps of putting a strategic plan into action: setting up the processes, resources, and structures needed to carry out the strategy. Execution is the ongoing practice of managing, monitoring, and adjusting the strategy over time, continually aligning resources and tracking progress to reach the desired outcomes.

Where does this strategy execution data come from?

The ownership and assessment figures come from ClearPoint's June 2026 ownership analysis, run on aggregated, de-identified platform data covering 52,247 strategic objectives across 324 organizations — every percentage on this page is computed over that population. Platform scale has grown since: 604 organizations, 74,667 strategic objectives and 378,086 measures as of September 2026 (ClearPoint platform data). Because organizations manage their live plans in ClearPoint, the numbers reflect how strategy is actually executed day to day, not survey responses.