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Automating Your 2027 Strategy Update: From Kickoff to Council Packet
A strategy update cycle usually starts with one email to every department. Then come the follow-ups, the edits to check, and a council packet rebuilt by hand.
Each step waits on the one before it. Updates arrive late or in different formats, someone has to check what changed before it goes public, and the packet gets assembled again every cycle.
On October 29, ClearPoint co-founder Ted Jackson and product manager Angel Oh run one full update cycle live in ClearPoint Next, in the order your team works.
What you'll see
- The kickoff — the administrator launches the update workflow, and the preview flags anyone who can't update what they own before it goes out.
- Data from multiple sources — updates pulled in through ClearPoint's Zapier integration instead of being retyped.
- Updates, with the ClearPoint AI assistant — what an owner sees when they sign in, and how the AI does some of the writing before they submit.
- Approvals before changes take effect — pending changes reviewed in one place, with AI-written changes tagged for the reviewer.
- The council packet — a briefing book with PDF and image attachments in an appendix, and a PowerPoint generated with the ClearPoint AI assistant.
Live in the product, not a slide deck. Bring your questions.
Some capabilities shown depend on your ClearPoint plan or require the ClearPoint AI assistant to be turned on for your account.
45 minutes live + Q&A · Free · Can't make it live? Register anyway — the recording goes to every registrant.
Automating Your 2027 Strategy Update: From Kickoff to Council Packet
Oct 29, 2026 11:00 AM
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A strategy update cycle usually starts with one email to every department. Then come the follow-ups, the edits to check, and a council packet rebuilt by hand.
Each step waits on the one before it. Updates arrive late or in different formats, someone has to check what changed before it goes public, and the packet gets assembled again every cycle.
On October 29, ClearPoint co-founder Ted Jackson and product manager Angel Oh run one full update cycle live in ClearPoint Next, in the order your team works.
What you'll see
- The kickoff — the administrator launches the update workflow, and the preview flags anyone who can't update what they own before it goes out.
- Data from multiple sources — updates pulled in through ClearPoint's Zapier integration instead of being retyped.
- Updates, with the ClearPoint AI assistant — what an owner sees when they sign in, and how the AI does some of the writing before they submit.
- Approvals before changes take effect — pending changes reviewed in one place, with AI-written changes tagged for the reviewer.
- The council packet — a briefing book with PDF and image attachments in an appendix, and a PowerPoint generated with the ClearPoint AI assistant.
Live in the product, not a slide deck. Bring your questions.
Some capabilities shown depend on your ClearPoint plan or require the ClearPoint AI assistant to be turned on for your account.
45 minutes live + Q&A · Free · Can't make it live? Register anyway — the recording goes to every registrant.
Featured Webinar
Automating Your 2027 Strategy Update: From Kickoff to Council Packet
Live in ClearPoint Next: one strategy update cycle, from the administrator's kickoff to the council packet. Free, 45 minutes, and the recording goes to every registrant.
A strategy update cycle usually starts with one email to every department. Then come the follow-ups, the edits to check, and a council packet rebuilt by hand.
Each step waits on the one before it. Updates arrive late or in different formats, someone has to check what changed before it goes public, and the packet gets assembled again every cycle.
On October 29, ClearPoint co-founder Ted Jackson and product manager Angel Oh run one full update cycle live in ClearPoint Next, in the order your team works.
What you'll see
- The kickoff — the administrator launches the update workflow, and the preview flags anyone who can't update what they own before it goes out.
- Data from multiple sources — updates pulled in through ClearPoint's Zapier integration instead of being retyped.
- Updates, with the ClearPoint AI assistant — what an owner sees when they sign in, and how the AI does some of the writing before they submit.
- Approvals before changes take effect — pending changes reviewed in one place, with AI-written changes tagged for the reviewer.
- The council packet — a briefing book with PDF and image attachments in an appendix, and a PowerPoint generated with the ClearPoint AI assistant.
Live in the product, not a slide deck. Bring your questions.
Some capabilities shown depend on your ClearPoint plan or require the ClearPoint AI assistant to be turned on for your account.
45 minutes live + Q&A · Free · Can't make it live? Register anyway — the recording goes to every registrant.
Register Now
Register Now
WHO SHOULD ATTEND
Built for the people who run the update cycle — and the people who answer for it:
- City and county managers and their deputies who take the plan to council
- Strategy and performance managers who collect, check and publish department updates
- Department directors and plan owners who get the update request every cycle
- ClearPoint Classic customers who want to see their cycle in ClearPoint Next
45 minutes + live Q&A. The recording goes to every registrant.
Thank you!
We look forward to seeing you online on
Please also be on the lookout for an email with confirmation details.
What People Have Said About Previous Webinars
I really appreciated learning about other cities' approach to strategic planning and how they monitor different aspects of their plan. Seeing ClearPoint in action through real user experiences was incredibly helpful. I’d love to see more sessions like this!
A highly informative session with great real-life examples! The speakers clearly illustrated key concepts using ClearPoint, making the session engaging and easy to follow. I only wish it was longer—there was so much great information!
Concise and accessible session packed with valuable insights! I found the performance management techniques helpful and the use of ClearPoint to illustrate best practices made everything easy to understand!
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