Is your strategic plan feeling a little cluttered? Over time, even the best-laid plans can get weighed down with outdated metrics, unfocused projects, and overly complex reporting processes. It’s time to hit refresh.

In this energizing session, Ted Jackson, Co-Founder of ClearPoint Strategy, and Angel Oh, ClearPoint Product Manager, will share 5 Quick Wins that you can accomplish today to spring clean your strategy and boost efficiency. You'll learn practical ways to streamline your planning and reporting processes—whether you're managing citywide initiatives, department goals, or enterprise-wide strategies.

You'll discover how to:

📊 Manage Overlapping reports – how do I report on 2025 while preparing for 2026?

🗓️ Simplify reporting calendar – developing a rhythm that works for your organization, things to consider.

🗑️ Declutter – look at fields and templates.

🤝 Align ownership – ensure a team owns the goals and everything linked to it.

🚀 Report with a purpose – distinguish the difference between reporting the past and recommending the future. (Hint, hint: let AI help)

Throughout the session, Angel will demonstrate how organizations can put these principles into action using ClearPoint, offering real examples and tactical takeaways you can apply right away—whether you use ClearPoint or not.

Bonus: Get a sneak peek at how AI can help you automate parts of your strategy spring cleaning—like quickly identifying and eliminating low-impact metrics and projects, analyzing trends, and identifying areas for improvement. Stay ahead by making your strategy not just simpler, but smarter.