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Pick the meeting — quarterly review, annual retreat, council work session — set the time you have, and get a timed agenda with the pre-read each owner must bring.
Free to use. No account. Email only to export.
Example agenda — quarterly strategy review, 90 minutes (illustrative). Seven blocks, five owners, three decisions scheduled. Red measures come first, and the owners speak before anyone else does.
| Start | Min | Block | Owner | Pre-read | Decision |
|---|---|---|---|---|---|
| 0:00 | 5 | Open — what changed since last review | Clarice Strong | One-page status summary | — |
| 0:05 | 20 | Red measures — owners speak first | Lance Cummins | 3 red measures, owner commentary | Keep, fix or retire each |
| 0:25 | 15 | Projects past target and still open | Maggie Sawyer | Project register, past-due filter | Re-baseline or close |
| 0:40 | 15 | Objectives with no owner or no update in 90 days | — | Phantom-owner list | Assign a name to each |
| 0:55 | 15 | Decisions pending from last quarter | Jimmy Olspon | Decision log | Decide or explicitly defer |
| 1:10 | 10 | Next quarter — the three things that must move | Clarice Strong | — | Three named commitments |
| 1:20 | 10 | Close — who owes what, by when | — | — | Action list with owners |
Reuse freely with attribution. Canonical source: https://www.clearpointstrategy.com/free-tools/strategy-review-agenda
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| Start | Min | Block | Owner | Pre-read | Decision |
|---|---|---|---|---|---|
| | | | | | |
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Source: ClearPoint Strategy — https://www.clearpointstrategy.com/free-tools/strategy-review-agendaWe’ll email a CSV of the timed agenda — owners, pre-reads, decisions — and a printable one-pager for the room. After that, occasional examples from teams doing this work. Unsubscribe in one click.
Nothing is saved on our side until you export.
On its way to your inbox
The meeting is the easy part; keeping the measures updated between meetings is where plans go quiet. In a 30-minute session we show how a review runs off live data instead of a deck rebuilt the week before — on your plan, not ours.
52.0%
of 10,046,276 status records carry no result (“No Information”, “No Data”, “Data Error”) · Jan 2026
61.9%
of named owners never wrote a status update · n = 55,222
128
measures the median organization reviews, across 15 scorecards · 300+ organizations · Sept 2026
373
measures the median government organization carries · n = 196 · Sept 2026
ClearPoint platform data · January & September 2026 snapshots
A strategy review is the recurring meeting — usually quarterly — where objective owners answer for their measures and the leadership team makes decisions on red items. It differs from a status meeting in one way: it ends with decisions, not a readout. On the ClearPoint platform, 52.0% of 10,046,276 status records carry no result at all (January 2026), which is what a review that only reports produces.
Case studies
Published ClearPoint customer stories, matched to this tool.
Local government · 7 strategic outcomes
Reviews began as one large meeting on 38 metrics, then grew past 400 metrics once budget measures were added, far more than the time allowed.
Strategy MAP reviews now take one outcome at a time through its objectives, their 3 to 4 linked metrics and the funded initiatives, with two ClearPoint reports sent as pre-reading for 40 to 50-minute meetings.
Every outcome reviewed each quarter
Initiative statuses no longer slip as the year goes on, and meeting time goes to action plans for what is off track.
Local government · Office of Performance and Accountability
The city's strategy and performance initiatives were monitored in Excel spreadsheets, which made data collection slow and results hard to present.
VB Strategy runs as five focus-area scorecards, department performance plans update monthly, and quarterly meetings with the city manager review wins, challenges and synergies from ClearPoint.
A new review rhythm in one year
Charts generate automatically, presentations are easier to digest, and the city upgraded its license to add more active users.
Read the Virginia Beach story →
Local government · Florida's only 4-STAR certified city
ClearPoint arrived without a long-term plan for its use, which created complexity and weak buy-in, and measures pulled from the budget book proved insufficient.
The city defined its process: a CityStat panel with the Mayor and senior leaders reviews each department's quarterly results from ClearPoint Briefing Books with one consistent format.
Quarterly CityStat reviews on one format
Seven strategic priorities drive the measures, and the West Palm Beach Working dashboard publishes key measures to residents straight from ClearPoint.
Why reviews become readouts
Red measures first with their owners speaking, past-due projects, objectives with no owner or no update in 90 days, decisions pending from last quarter, the three things that must move next quarter, and a close that names who owes what by when. Every block needs an owner, a pre-read and a decision.
Ninety minutes covers red measures, past-due projects, ownership gaps and decisions for a plan of median size. The median organization reviews 128 measures across 15 scorecards; a government organization, 373 (300+ organizations, September 2026). A review that tries to read all of them reads none of them.
52.0% of ten million status records say nothing. The agenda decides whether the meeting notices.
The retreat is annual and forward-looking; the review is quarterly and backward-looking on measures. Switch the meeting type in the builder and the blocks stretch to a half-day pattern with different pre-reads.
| Planning retreat | Quarterly review | |
|---|---|---|
| Cadence | Annual | Quarterly |
| Length | Half to full day | 90 minutes |
| Starts with | Vision and environment | Red measures, owners first |
| Ends with | Priorities for the year | Decisions and named actions |
| Pre-read | Plan, environment scan | Status summary, red list, decision log |
Customer stories on this page
City of Fort Collins · City of Virginia Beach · City of West Palm Beach
Yes. Build and rearrange the agenda without an account. Email is asked only when you export it.
A CSV of the timed agenda with owners, pre-reads and decisions, and a printable one-page agenda for the room.
Ninety minutes covers red measures, past-due projects, ownership gaps and decisions for a plan of median size. Longer meetings tend to add reporting, not decisions.
Because the owners of red measures are the people with something to say. Starting with green is a readout; starting with red is a review.
Yes. Switch the meeting type; the blocks stretch to a half-day or full-day pattern and the pre-reads change.
ClearPoint platform data: 10,046,276 status records and 55,222 owned metrics (January 2026 snapshot); 300+ organizations for the measures-per-scorecard figure (September 2026).
Method
Status records: 10,046,276 records, keyword flag on a free-text field, January 2026 — a floor. Owner activity: 55,222 owned metrics, written updates only, calendar 2025. Measures per organization: ClearPoint platform data, September 8, 2026, 300+ organizations; medians.
The 90-minute pattern and the red-first order are practice judgments from ClearPoint’s strategy team, not measured optima.