Discover the essential questions to ask your strategy software vendor with our expert guide from ClearPoint Strategy, the leading strategy execution platform. Ensure you get unlimited support, industry-specific experience, and a team you'll enjoy working with. This handbook helps you choose the right vendor for a successful partnership.
Choosing the right strategy management software is crucial, but let's be real—if the vendor behind it isn't up to par, you're in for a rough ride. At ClearPoint Strategy, we believe that the vendor's role is just as important as the software itself.
First off, ask if you'll get unlimited access to their support team. You don't want to be left hanging when you need help the most. And let's not forget about industry experience. Do they have customers in your field? If they do, that's a good sign they understand your unique challenges.
But here's the kicker: will you actually enjoy working with their people? If you can't stand the company, it's going to be tough to love their software. Our handbook is packed with the right questions to help you figure out if they're the perfect match for you. Trust us, getting this right will make all the difference.
This manual assisted us choose a vendor that truly understands our industry needs. The questions were spot-on!
A must-read for anyone selecting strategy software. It ensured we partnered with a vendor we enjoy working with.
The handbook's thought-provoking questions led us to a vendor with excellent support and industry expertise.
Most organizations struggle with strategy review meetings—they either become unfocused status updates, or they get bogged down in endless data with no clear action. That’s why leading organization like New York Power Authority, the city of St. Albert, and Casey Family Programs have transformed their approach, ensuring that strategy actually drives decisions.
In this session, we’ll challenge the way you think about strategy meetings, departmental alignment, and annual reporting. You’ll learn:
📊 Reporting that Drives Performance – How to leverage the strategic frameworks (like the Balanced Scorecard) and initiative management to move beyond data dumping and into meaningful insights.
🔗 Linking strategy to operations – The key to aligning strategic priorities to daily operations so that your departments to ensure everyone at the organization is rowing in the same direction.
🚀 Meetings that Lead to Action – How to structure strategy review meetings that drive accountability, focus, and real decision-making (not just another round of updates).
If your strategy meetings feel like a waste of time, this is your wake-up call. Let’s build a strategy management process that actually works.