All Resources Events Articles eBooks Dashboards Videos

2 Things Your Annual Business Plan Needs To Succeed

Underwhelmed by the results of your annual planning efforts?

2 Things Your Annual Business Plan Needs To Succeed

Events Articles eBooks Dashboards Videos

Sorry, no items found.

Upcoming Events & Webinars

View All Events

ClearPoint Office Hours

Open to all ClearPoint Users

Data-Powered Decisions with FNCB

Join us for our customer interview webinar with First National Community Bank on March 23 @ 11 AM.

Updater Training

Updates in ClearPoint

ClearPoint Office Hours

Open to all ClearPoint Users

Improved Outcomes

Join us for a live demo webinar on April 12 @ 11 AM.

Updater Training

Updates in ClearPoint

IDK: Customization in ClearPoint

"I Didn't Know ClearPoint Could Do That?!?!" Webinar Series

ClearPoint: Admin Training

Join the ClearPoint Team as we teach you everything you need to be a successful Admin in your ClearPoint account!

Actionable Reporting with City of St. Albert

Join us for our customer interview with City of St. Albert, on April 27 @ 11 AM.

Bridging Data Silos

Join us for a Live Demo Webinar on May 11 @ 11 AM.

New Feature: OKRs in ClearPoint

Join us on this episode of the "I Didn't Know ClearPoint Could Do That!?!" to learn about our new feature: OKRs in ClearPoint!

Performance Management with City of Dublin

Customer Interview Webinar

The Power of Public Facing Dashboards

Join us for our Live Demo Webinar on June 8th @ 11AM.

Load More Back to Top

Recent Blog Posts

View All Articles

Linking Budget to Strategy in Healthcare Organizations

How To Improve A Process At Work: The 7-Step Guide

Master Planning: Everything You Need To Know

Mara Plaud Rivera

Top 5 Healthcare Problems & Solutions In 2021

Mara Plaud Rivera

Lean Project Management: The Ultimate Guide

Strategic Analysis: What It Is & How To Do It Effectively

Moving Your Mission Forward: A Conversation with Raphah Institute

ELGL Traeger Awards – The Most Wonderful Time of the Year!

Investment in Community: 2020 Strategy and Performance Management Cohort Recap

Virtual Idea Session: Engaging Your Team in Strategy Execution Recap

How Performance Management Works [4,000-Word Guide]

How To Build A Management Operating System For Your Small Business

#ELGL20: It’s a Wrap

Proving Your Track Record: Strategic Planning and Execution in Non-Profits

Announcing Webhooks! Integrate ClearPoint With Your Other Apps

Project Portfolio Management: The Ultimate Guide

Canada Regional Meeting: A Recap

Government Digital Transformation

Program Management Vs. Project Management: What’s the difference?

ClearPoint's Easy Update Process

The Strategy Focused Organization: An Overview

Performance Management Frameworks In Local Government

ClearPoint Community Colorado Regional Meeting: A Recap

Developing Performance Measures that Drive Organizational Goals

Mara Plaud Rivera

What Is Performance Management Software? A Guide For 2020

The Top 30 Business Thought Leaders To Follow

Matter is the Minimum

Project Budget Management: Everything You Need To Know

Clearpoint Strategy Honored As Bronze Stevie® Award Winner In 2020 American Business Awards®

What to Know Before your ClearPoint Demo

Dashboards: Best Practices and Templates for COVID-19

Strategy Software: Features & Solutions

Waterfall Project Management: The Ultimate Guide

Mara Plaud Rivera

Is my state ready to reopen? A look at the data

Local Government Strategic Planning During COVID-19 in Edmond, OK

Mara Plaud Rivera

How To Manage Strategy During A Crisis [5 Lessons]

13 Great Alternatives To SharePoint

Gartner names ClearPoint as Best Value and Ease of Use in Reporting Software

How To Become A Federally Qualified Health Center (FQHC)

5 Solutions For Your Toughest Strategic Planning Pain Points

The Project Tracking Template That Aligns With Your Strategic Plan

How to manage strategy in a rapidly changing world

How Germantown, TN, Used The Baldrige Excellence Framework To Score Big

10 Reasons We Love ClearPoint (& You Will Too)

The Importance of Timely, Valid and Actionable Data

Strategic Planning Advice From 6 Successful City Leaders

How To Create A Balanced Scorecard (BSC)

Should You Build Or Buy Management Reporting Software?

How To Craft Your Company's Strategic Vision

From Insight to Action: ClearPoint & Power BI

How To Measure & Improve Business Performance Management

Automation From Beginning to End

20 Companies Using The Balanced Scorecard (& Why)

ClearPoint Community: Texas Regional Meeting

Behind The Scenes Of One Healthcare Clinic's Performance Improvement Program

8 Of The Best Project Management Books For 2020 & Beyond

Develop A Project Strategy In 8 Steps

Local Government Budgeting: Linking Your Budget and Strategy

Excel and ClearPoint Strategy

ClearPoint Customers Recognized as Local Government Leaders

Customer Success at ClearPoint: 2019 in Review

ClearPoint Data Loader: The Easiest Way To Add Or Update Data

Best Practices For Managing A Board Meeting & Agenda [Case Study]

What Belongs In A Capital Improvement Plan (CIP)?

Mara Plaud Rivera

The Basics Of Hospital Reporting & How Technology Can Help

How We Built Our Annual Risk Assessment Process

ClearPoint Recognized by Local Government Leaders

Strategic Planning Software: How To Chart & Track Your Course

7 Important Characteristics Of Data Quality & Metrics To Track

Mara Plaud Rivera

ClearPoint’s Tools For Strategic Project Management

6 Key Elements Of Strategic Planning

CALEA Accreditation Standards: An Overview

KPI Software: How to Track Your Key Metrics Strategically

ClearPoint Wins the National League – Customers Name ClearPoint a Leader in Strategic Planning

Why & How To Build A Strategic Action Plan

Mara Plaud Rivera

ClearPoint Community: Toronto Regional Meeting

KPI Dashboards: What They Are & How To Build One In Excel

How Hospitals Can Develop A Competitive Advantage

How To Develop & Manage A Performance Management System

How To Create An Effective Community Health Improvement Plan (CHIP)

Mara Plaud Rivera

How To Present Quantitative & Qualitative Data Together In Reporting

Mara Plaud Rivera

Your strategy isn’t stagnant; your software shouldn’t be either!

PHAB Accreditation: Simplifying Step 3 (Document Selection & Submission)

16 Quality Measures In Healthcare

ClearPoint Sync: The Excel Add-In That’s A Game Changer

6 Expert Tips On Strategic Planning

Setting New Standards For Divisional Performance At Austin Resource Recovery

ClearPoint Embed Codes: Charts, Dashboards and Sharing Data

What Is Balanced Scorecard Software—& Should I Be Using It?

15 Examples Of Non-Financial Performance Measures To Track

What Works Cities: An Overview and Benefits of Certification

From Well-Managed to High Performance and the National Networks Supporting the Journey

How Benchmarking is Driving Performance: A Recap

Mara Plaud Rivera

Strategy & Performance in Olathe, KS and Durham, NC

The Fundamentals Of Healthcare Workforce Planning

A Look Behind Arvada's Process Improvement Plan

#ELGL19 and Avengers: Endgame, a Comparison

ClearPoint for Everyone (ADA Accessibility)

A Guide To Post-Acquisition Strategy Planning

Mara Plaud Rivera

Strategic Leadership: The 10 Characteristics Of A Good Leader

Load More Back to Top

View All Dashboards

Dashboard Templates

Manufacturing Dashboard

HR Dashboard Template

Objective and Key Results (OKR) Dashboard

COVID-19 Dashboard (External)

COVID-19 Dashboard (Internal)

Program Management Dashboard

PHAB Accreditation Dashboard

Patient Satisfaction Measurement Dashboard

IT Dashboard Template

Sales Dashboard Template

HR Recruitment Dashboard Template

Project Budget Dashboard

Three Year / Five Year Strategic Plan Example

Trend Dashboard Template

Healthcare Quality Improvement Example

Community and Local Government Dashboard Template

Healthcare Reporting Dashboard Template

Benchmarking Dashboard

Call Center Reporting Dashboard

Budget vs. Actual Dashboard

Department Business Plans Template

Project Status Dashboard

Red Measures Dashboard

Department Performance Dashboard

Marketing Dashboard Template

Project Management Dashboard

KPI Dashboard Template

Strategic Plan Template

Financial Dashboard

Executive Dashboard Template

Load More Back to Top

View All eBooks

eBooks & Templates

Strategic Objective Library

Strategic Objective Library

How To Make Strategy Everyone's Job

How To Make Strategy Everyone's Job

OKR Library

OKR Library

Excel Objective and Key Results (OKR) Template

Excel Objective and Key Results (OKR) Template

Strategic Planning Templates

Strategic Planning Templates

Linking Budget to Strategy Whitepaper

Linking Budget to Strategy Whitepaper

Balanced Scorecard Excel Template

Balanced Scorecard Excel Template

Budgeting and Strategic Planning in Healthcare Organizations

Budgeting and Strategic Planning in Healthcare Organizations

All-Inclusive Management Reporting Guide

All-Inclusive Management Reporting Guide

8 Things Missing From Your City's Strategic Plan

8 Things Missing From Your City's Strategic Plan

Strategy Execution Toolkit

Strategy Execution Toolkit

City & State Government Strategy Maps

City & State Government Strategy Maps

Community Dashboard Design Template

Community Dashboard Design Template

Local Government KPI Library

Local Government KPI Library

For Profit Sample Strategy Maps

For Profit Sample Strategy Maps

Financial Measures & KPI Library

Financial Measures & KPI Library

Customer Measures & KPI Library

Customer Measures & KPI Library

Have You Outgrown Excel And PowerPoint?

Have You Outgrown Excel And PowerPoint?

How To Tame Your Reporting Monsters

How To Tame Your Reporting Monsters

How To Lead Effective Strategy Review Meetings

How To Lead Effective Strategy Review Meetings

Human Capital Measures & KPI Library

Human Capital Measures & KPI Library

Strategy Maps for Nonprofits & Charities

Strategy Maps for Nonprofits & Charities

Measure & Goal Evaluation Toolkit

Measure & Goal Evaluation Toolkit

Project Management Field Guide

Project Management Field Guide

What Features Do You Need In A Reporting Tool?

What Features Do You Need In A Reporting Tool?

When Is A Dashboard Not Enough?

When Is A Dashboard Not Enough?

Strategic Plan Review

Strategic Plan Review

Spring Cleaning Ebook

Spring Cleaning Ebook

Sample Strategy Maps For Medical & Healthcare Organizations

Sample Strategy Maps For Medical & Healthcare Organizations

Healthcare KPI Library

Healthcare KPI Library

Gantt Chart Excel Template

Gantt Chart Excel Template

4 Ways to Take Control Of Your Reporting

4 Ways to Take Control Of Your Reporting

29 Questions To Ask Your Software Vendor

29 Questions To Ask Your Software Vendor

Load More Back to Top

View All Videos

Videos

Strategy Execution with Carilion Clinic

Better Reporting, Better Results, and Improved Quality of Life for Strategy and Reporting Team

ClearPoint's new Objectives & Key Results (OKR) Dashboard

Exploring the New UI

Strategy Reporting with Metropolitan Community College

State of the Art KPI Reporting

Strategy Reporting with Choctaw Nation

Performance Management Made Easy

Strategy Reporting with Arapahoe County

ARPA Funds Reporting and Compliance featuring Alana Keegan & Olivia Johnson

Strategy Automation in 2023 and Beyond

Streamlined and Simplified PHAB Accreditation

Performance Management at City of Durham

Make Strategy Execution Part of Everyone's Workday

Excel is Not the Answer for Strategy Reporting

Benefits of Strategy Reporting & Execution Software for Local Government

Mastering Reporting Workflows

ClearPoint Software

Getting your organization to buy in to strategy execution with Johnson County, KS and Edmond, OK

What to Consider When You're Building A Community Dashboard

ClearPoint Community Dashboard Overview

ClearPoint Strategy 6 Minute Demo

Rocky Mountains Municipal Webinar

ClearPoint Support

Texas Municipal Webinar

Florida Municipal Webinar

Load More Back to Top