Spring Cleaning Your Strategy

In our springtime ClearPoint Strategy webinar, co-founder Ted Jackson and I — Product Manager — shared five "spring cleaning" wins to help organizations streamline their strategy execution. These five easy-to-implement tips focus on improving reporting processes, reducing clutter, and ensuring ownership is clear.

Watch the Recording: "Spring Cleaning" Your Strategy

For the readers of the bunch: below is a breakdown of the 5 takeaways from the session. It's time to hit "refresh" on your strategy!

1. Report with a Purpose

One of the most common issues organizations face is reports that merely recap past performance without offering forward-looking recommendations. This often leads to meetings that are more about status updates and less about making decisions.

🫧 Shift the focus of your reports toward driving action. Include not only performance data, but also analysis and actionable recommendations for the future. By doing this, your team can come prepared to make decisions (rather than just reviewing past numbers).

In ClearPoint, reports can include a section for Analysis and Recommendations — and can even be powered by AI. This allows users to easily summarize past performance while suggesting future actions.

2. Manage Overlapping Reports

As fiscal years come to a close, organizations often struggle with overlapping reports for the current year and planning for the next. The confusion that arises from this overlap can lead to mixed messages and disorganization.

🧹 Clear boundaries between the current year's reports and next year's planning can help reduce confusion.

In ClearPoint, you can easily duplicate scorecards to track progress for both the current and upcoming years. This allows users to work on the new year's strategy without disrupting current reporting, maintaining clarity and continuity.

3. Simplify the Reporting Calendar

An unclear or non-existent reporting schedule can create chaos, resulting in late updates, missed deadlines, and rushed commentary.

🧼 Establish a clear and consistent reporting calendar. Set up regular reporting windows and define the rhythm for updates so your team knows what to expect and can plan accordingly.

ClearPoint makes it easy to set and manage reporting schedules. Administrators can create detailed workflows with a fixed reporting calendar, ensuring that updates are completed on time. Notifications and reminders are automated to keep everyone on-track.

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4. Declutter Your Strategy

Overcomplicated scorecards with extra fields and unused templates can create unnecessary noise, making it harder for teams to focus on what truly matters.

🧺 Clean up your scorecards by archiving or deleting unused fields, goals, or measures. Focus only on what’s important, so your team can engage with and update the right data that drives results.

ClearPoint offers the option to archive scorecards and custom fields. This declutters the interface and ensures only relevant information is visible to users.

5. Align Ownership

When ownership is shared among too many people, it can lead to confusion and lack of accountability. Clear ownership roles are critical for effective strategy execution.

🧽 Clearly define roles for each person involved in the reporting process. This ensures that everyone knows their responsibilities, whether it’s data entry, analysis, or decision-making.

In ClearPoint, you can assign specific roles to users, such as Analysts or Collaborators, making it easy to track responsibilities and streamline communication.

Free eBook: Spring Cleaning Your Strategy Reporting

Spring cleaning your strategy isn’t just about tidying up reports, it’s about reducing friction, boosting focus, and ensuring that everyone knows their role in executing the plan. By following these five steps, you’ll be well on your way to simplifying your strategy management, setting your team up for long-term success, and creating a more effective, focused approach to achieving your organizational goals.

Happy Spring Cleaning!

Want to dive deeper into how ClearPoint can support your strategy execution? Schedule a call with our team of strategy experts!