Strategic planning software is where an organization builds its strategic plan and runs it: objectives, the measures and initiatives under each, a named owner for every element, regular progress updates, and reports for leadership. Unlike a document or a spreadsheet, it keeps the plan current and shows what is on track and what is slipping.
How do you turn a strategic plan document into a system people own?
Bring your plan in as it is. Every element gets an owner, updates arrive on their own, reports build themselves, and what slips shows up before the review.
The numbers behind it
Across 52,247 objectives in 318 organizations, 77.6% have no named owner. Initiatives with a named owner are completed 2.5× as often.
The plan is approved. Then the work of running it lands on one person and a spreadsheet. Four things break, in this order.
01 · Owners. Objectives sit in a document nobody opens, with no owner and no measure attached.
02 · Updates. One person chases six departments every quarter and re-keys the numbers by hand. What you see: an email reply becomes the month’s value, with its status, in the scorecard. Also on a schedule from Excel, Power BI, Snowflake, SQL Server, Tableau and Jira.
03 · Reporting. Council packets and board decks are rebuilt from scratch every period.
04 · Early warning. A red measure surfaces after the quarter closes, when the decision is already late.
01Owners
02Updates
03Reporting
04Early warning
01 · Owners
Every objective gets a named owner. Anything unowned is flagged.
Search
Dec-25
Metropolis City Scorecard › Objectives
Objectives
NameStatusPeriodOwner
Financial Health and Economic Vitality↑ On TargetDec-25CClarice W.
Well-Maintained Infrastructure↕ CautionDec-25RRon T.
Reduce Crime↑ On TargetDec-25LLance B.
Improve Emergency ResponseUnowned— Not DefinedDec-25No ownerMMaggie S.
Transportation & Mobility↕ CautionDec-25JJimmy O.
Support Career and Technical Education↑ On TargetDec-25CClarice W.
Assign owner
MMaggie S.
RRon T.
JJimmy O.
What you see: the objectives list, one owner per line, one line flagged until someone claims it.
The plan lives in a PDF.
Bring your plan in as it is. ClearPoint turns it into objectives, measures and initiatives, and gives each one a named owner. Anything left unowned is flagged on the scorecard.
Owners reply to an email or in Teams. The scorecard updates itself.
1Reminder sent · ClearPoint emails the measure owner a reminder that an update is due.
2Reply by email · The owner replies to the reminder email with the value and a short analysis.
3Written back · The reply is written back to the measure: 6.4 min, on target. Every answer is written back to the plan.
Updates arrive by email, late.
Numbers arrive on a schedule from the systems you already use. People who do not live in dashboards reply to a reminder email or answer ClearBot in Microsoft Teams.
Board and council reports come out of the live plan in one click.
Search
Q4-25
Metropolis City Scorecard › Reports › Council Report — Q4-25
Council Report — Q4-25
Export
Avg. response time to service requests ↑ On Target
Pothole repair within 5 days
ObjectiveOwnerStatus
Financial Health and Economic VitalityCClarice W.↑ On Target
Well-Maintained InfrastructureMMaggie S.↕ Caution
Improve Emergency ResponseLLance B.↑ On Target
Reduce CrimeJJimmy O.↓ Below Plan
PDF
PowerPoint
Excel
PDF
City of Metropolis · Council Report Q4-25
Avg. response time to service requests · 6.4 min · ↑ On Target
PowerPoint
Avg. response time to service requests · 6.4 min · ↑ On Target
Excel
MeasureActualStatusAvg. response…6.4 min↑ On Target
What you see: the Export menu of a council report, and the same numbers in PDF, PowerPoint and Excel.
The board report takes weeks.
Board packets, council presentations, department reviews and public dashboards come out of the same plan, in your branding. Design each template once. Every period after that is one click, on schedule.
Status rules flag what is slipping while there is still time to act.
Search
Dec-25
Metropolis City Scorecard › Public Safety › Measures
Measures
MeasureActualTargetStatusOwner
Avg. response time to service requests6.4 min7.0↑ On TargetMMaggie S.
Pothole repair within 5 days84%85%↕ CautionRRon T.
Violent crime rate per 1,0003.13.5↑ On TargetLLance B.
Fire response under 6 min88%79%85%↑ On Target↓ Below PlanJJimmy O.
Transit on-time performance91%90%↑ On TargetCClarice W.
311 requests closed on time94%90%↑ On TargetRRon T.
Status rule
Fire response under 6 min
↑ On Target≥ 85%
↕ Caution80–85%
↓ Below Plan< 80%
Trend · 6 months
88% → 79%
JJimmy O.Monthly
ClearPoint AI
ClearPoint AI reads the plan and points to what needs attention first: down 9 points since September, two months before the review.
What you see: one measure turned red by its status rule, the rule next to it, the trend, the owner.
You learn what slipped at the review.
Status rules and trends flag what is slipping while there is still time to act. Each element has an owner and a cadence, so a change in the data becomes a decision.
The method comes from 30 years of helping organizations execute strategy, alongside the creators of the Balanced Scorecard. It is built into the Playbooks, the setup and the people who do it with you.
Enterprise PlansChoose a playbook
Balanced Scorecard
OKRs
Strategic Horizons
OGSM
Blue Ocean
V2MOM
01
Playbooks
Guided, step-by-step conversations with ClearPoint AI: build a strategic plan by department, organization type or industry; run a SWOT or a risk assessment; onboard a new department.
More
You answer questions in your own words. ClearPoint drafts the objectives, measures and initiatives, in your terminology, for you to review before anything is published.
A library of ready-made Playbooks is included. Custom Playbooks built with the ClearPoint team are available in beta.
Your setup planWith the ClearPoint team
Week 1Load your plan
Week 2Owners and data
Week 3First report
First scorecard live
02
Set up with you, live in 3 weeks
ClearPoint's team sets up your plan with you, whether you start from scratch or bring an existing document.
More
Most organizations have their first scorecard live in 3 weeks.
CPClearPoint strategist
YouYour team
Live nowDrop-in demoJoin
03
Help from people, when you need it
On-demand strategy sessions with ClearPoint’s team, live sessions on how other organizations run their plans, and an open drop-in demo where you can ask anything.
Founded by Ted Jackson and Dylan Miyake, who worked with Robert Kaplan and David Norton — the creators of the Balanced Scorecard — and have spent 30 years helping organizations execute strategy. Our methodology
What is in the platform
What should strategic planning software do?
Everything the plan needs to be built, owned, updated and reported, in one place.
What to look for
Hold the whole plan: objectives, measures, initiatives, owners.
Collect updates without a login for the people who update.
Turn data into red, yellow, green automatically.
Build the board or council report from live data.
Publish a public dashboard from the same plan.
Show its security documentation before you ask.
ClearPoint does each of these; the cards below show how.
Excel, Power BI, Snowflake, SQL Server, Tableau, Jira, and anything else through the API or Zapier. All integrations ›
ExcelPower BISnowflakeSQL ServerTableauJira
02
The Data
What does our platform data show about plans that get done?
ClearPoint has run 20,582 strategic plans. The patterns below come from anonymized plan structure. We see how a plan is built, never what it says.
77.6%of objectives have no named owner.
ClearPoint platform data: 52,247 objectives in 318 organizations.
2.5×as often completed when an initiative has an owner.
Initiatives with a named owner are completed 21.5% of the time, against 8.7% when no one is named. 90,305 initiatives in 315 organizations.
−23%initiatives completed once a plan passes 20 objectives.
Plans with 21 or more objectives complete 9.1% of their initiatives, against 11.8% for plans with 1 to 10. 4,184 plans.
+49%initiatives completed with more than 3, and up to 8, measures per objective.
Plans averaging more than 3, and up to 8, measures per objective complete 15.1% of their initiatives, against 10.1% for plans averaging 3 or fewer. 4,184 plans.
01Ownership gap
02Owner effect
03Plan size
04Measure count
Those patterns shape how we set up your plan and what ClearPoint AI flags in it: too many objectives, too few measures, an element without an owner.
Source: ClearPoint anonymized platform data, extract of July 2025. Objectives: 52,247 in 318 organizations. Initiatives: 90,305 in 315 organizations. Plan structure: 4,184 plans with at least one objective and one initiative. We see how a plan is built, never what it says.
Vision 2015: each strategy with its own measures and targets
Performance Management in the City of Durham, NC | ClearPoint Strategy
Public dashboards
Internal dashboards
Public dashboards
Can you brand your public dashboards?
Start from the new Community Dashboard template: hero photos, focus areas, measures and capital projects already wired to your scorecard. Then look at what five cities did on the same platform. None of them look alike.
Internal dashboards
One home page for your whole strategy, inside your organization
This is My ClearPoint, the page your team lands on: updates due, goals, measure health and the initiatives behind them. Only the people you invite see it.
Example dashboards from our healthcare template library.
Hospital scorecard
Patient Satisfaction
Care ratings, satisfaction by service, online reviews and referrals against target.
Quality program
Quality Improvement
Safety, effectiveness, access and patient-centeredness, each with its measure and analysis.
Public health
PHAB Accreditation
Accreditation milestones on a Gantt, with PHAB standards and measures below.
04
ClearPoint AI
How does ClearPoint AI help, and who controls it?
Three places on the same path: it helps build the plan, it collects the updates, and it points to what needs attention. Your administrators decide what it may do, and can switch it off.
Build
Drafts the plan from what you already have
Drop in a PDF, a spreadsheet or a slide deck. ClearPoint AI drafts the scorecard, objectives and measures in your terminology, for you to review before publishing. Guided Playbooks take a team through a SWOT, a risk assessment or a department plan. The questions a Playbook asks are the ones our team has asked in strategy sessions for 30 years.
Update
Collects updates where people already are
Owners reply to the report email in plain English, answer ClearBot in Microsoft Teams, or ask from a connected Outlook calendar. The update is written back to the scorecard. Most contributors never log in.
Insight
Points to what needs attention first
My AI Briefing rebuilds each leader’s home page from live data: what moved, what is at risk, what to ask. On any element, ClearPoint AI explains the variance, drafts a recommendation, and turns it into an action item with an owner and a date. Exception reports list what is red, unowned or overdue before the review. It also drafts the PowerPoint for the meeting.
Governance
Under your administrators’ control
They choose what the AI may do, review transcripts, and can turn it off for the whole account. Answers respect each user’s permissions. Your data is never used to train AI models.
Also included: an AI Knowledge Base that answers with citations from your own documents, and an MCP server that connects ClearPoint to Claude, Cursor and Copilot.
Ted Jackson and Dylan Miyake worked alongside Robert Kaplan and David Norton, the creators of the Balanced Scorecard, and have spent three decades helping organizations execute strategy. ClearPoint is that experience turned into software.
The same connectors as above, on a schedule. Anything else comes in by file or by the API.
What happens to the plan we already have?
It moves as it is. Nothing is rewritten unless you decide to.
Will departments actually use it?
Most contributors never log in. They reply to an email or answer ClearBot in Microsoft Teams.
Is it too complex for our team?
The setup is done with you, and the people who update never see the admin side. The learning curve sits with the ClearPoint team, in the first three weeks.
Planning vs execution
Strategic planning vs strategy execution: where does one end?
Planning is the work of deciding: priorities, objectives, and how progress will be measured. Execution is everything after the retreat — owners updating measures, initiatives moving, leadership seeing what is slipping in time to act. ClearPoint holds both, so the plan you approve is the plan you report on. Read more about the strategy execution platform.
Comparison
ClearPoint vs spreadsheets, project tools and consultants: what is the difference?
Each option solves part of the job. ClearPoint holds the whole plan, with an owner and a measure on every objective, and reports on it without manual assembly.
Strategic planning software is where an organization builds its strategic plan and runs it: objectives, the measures and initiatives under each, a named owner for every element, regular progress updates, and reports for leadership. Unlike a document or a spreadsheet, it keeps the plan current and shows what is on track and what is slipping. It is also called strategic plan software or a strategic planning platform.
What is the difference between strategic planning software and strategy execution software?
Planning software helps you build and structure the plan: objectives, measures, initiatives, framework. Execution software runs it after approval: ownership, cadence, status, reporting. ClearPoint does both in the same plan.
How much does strategic planning software cost?
ClearPoint pricing depends on the number of users, the support level, integrations and single sign-on requirements, so it is quoted per organization. Training and onboarding are included. You get a firm price, plan and next steps in one 30-minute call.
Can we try it before committing?
Take the instant tour for an unguided look, or use the 30-minute demo to see your own plan in ClearPoint. You leave the call with a firm price and a three-week implementation plan.
Is my data used to train AI models?
No. Your data is never used to train AI models. Administrators can turn AI off account-wide.
Do I need a consultant to build my strategic plan?
Not necessarily. ClearPoint's Playbooks guide you through building the plan and our team sets it up with you. If you already work with a consultant, ClearPoint is where the plan they help you build gets owned, measured and reported.
Does ClearPoint work with our framework?
Yes. Balanced Scorecard, OKRs, Hoshin Kanri, V2MOM or a framework of your own. Existing plans come in from Excel or PDF, and ClearPoint AI drafts the structure in your terminology.
Can we run OKRs and a Balanced Scorecard at the same time?
Yes. Departments can use different frameworks in the same account: Balanced Scorecard perspectives in one, OKRs in another, Hoshin Kanri in a third. Everything still rolls up to one organizational view.
How does ClearPoint handle department-level scorecards?
Each department gets its own scorecard, owners and cadence, linked to the organizational objectives it supports. Leadership sees the roll-up; departments see and edit only what belongs to them.
Is ClearPoint better than tracking the plan in a spreadsheet?
A spreadsheet stores the plan. It does not chase the update, recalculate status or build the board book. ClearPoint keeps one version, gives every objective an owner and a cadence, writes incoming values back automatically and generates the report.
How does ClearPoint collect the data?
Scheduled imports from Excel, Power BI, Snowflake, SQL Server, Tableau and Jira, plus owners replying to a reminder email or to ClearBot in Microsoft Teams. Updates are written back to the plan and status recalculates automatically.
Can we publish progress to our council, board or the public?
Yes. The same live plan feeds a branded public dashboard, a scheduled email, a PDF and a PowerPoint briefing book. Publish only what you choose; everything else stays behind permissions.
How long does it take to get a strategic plan into ClearPoint?
Most organizations have their first scorecard live in 3 weeks, whether they start from scratch or import an existing plan.
What if the plan changes mid-year?
Objectives, measures and targets can be re-scoped at any time, with history preserved so you can still show what was reported last quarter. Reports rebuild from the new structure automatically.
Is strategic planning software the same as strategic management software?
Mostly, yes. Both names describe software that holds the strategic plan with its objectives, measures and initiatives, and tracks progress against it. ClearPoint covers the plan and its execution in one system.
How is strategic planning software different from project management software?
Project tools manage tasks and deadlines inside a project. Strategic planning software manages the plan above the projects: objectives, KPIs, the initiatives that serve them, ownership and board-level reporting. ClearPoint links the two so a late project shows up against the objective it serves.
What are strategic planning tools?
Strategic planning tools are the methods and templates used to decide the plan: SWOT, strategy maps, Balanced Scorecard, OKRs, gap analysis. Strategic planning software is where those tools produce a plan that is then owned, updated and reported.
What is ClearPoint?
ClearPoint is strategic planning software for organizations that report to a council, a board, or an accreditor. It holds the plan, gives every objective a named owner, collects updates without a login, and builds the board or council report from the live plan. Implementation takes 3 weeks.
Book a free demo
See your plan in ClearPoint
A strategic planning expert who knows your sector reviews your needs, loads your plan, your data or your use case into ClearPoint, then walks you through it.
30 minutes
Your plan, loaded before the call
You pick the time
What happens next
01
Pick a time that works for you
Two short steps, then choose a slot on the calendar. No back-and-forth emails.
02
Your expert scopes the demo
A strategic planning expert who works with organizations like yours reviews your request and asks what you want to see.
03
You see ClearPoint with your data
Your plan, measures or use case is loaded before the call, so the 30 minutes run on your organization. Nothing to share yet? They show you an organization like yours.
150+ organizations run their plans on ClearPoint
City of DurhamCity of Fort CollinsSouthern Ohio Medical CenterChoctaw NationJEA
4.6/5
on G2 · 179 reviews
20,582
strategic plans
3 weeks
to your first live scorecard
Updated September 2026
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