Pre-approved for government purchase

Strategic Planning Software for Municipal Leaders

Every city has the meeting. A council member asks how the downtown parking objective is doing. The honest answer is that the last update was in March.

30 minutes. We build a live report with your data — no slide pitch.
A ClearPoint scorecard: citywide priorities with department objectives, measures and stoplight statuses rolling up in one view.
Trusted by City of Bartlett, Tennessee logoBartlett, TN City of Durham, North Carolina logoDurham, NC City of Virginia Beach, Virginia logoVirginia Beach, VA City of Fort Collins, Colorado logoFort Collins, CO City of Coral Springs, Florida logoCoral Springs, FL City of Germantown, Tennessee sealGermantown, TN
01 — ClearPoint platform data

The right fit for your city.

Three numbers from ClearPoint platform data.

Goal layer
2.5×
Completion rate with a named owner
The layer your council asks about — and ClearPoint shows which objectives still need an owner.
Plan sprawl
19
Separate plans in the median city
Legitimately separate — and ClearPoint links them.
Fit signal
5.2×
Less likely to leave goals unscored when plans link
A correlation rather than a proven cause, and the clearest fit signal we have.
Read the five findings
  • Keep the goal layer current. Across the 161 cities and counties running plans on ClearPoint, ClearPoint shows which objectives carry an active performance status, not just which measures do. The layer your council actually asks about is the goal layer — so judge any tool on whether it keeps goals current, not on how many charts it draws.
  • Connect the plans. ClearPoint links elements with dependencies and a strategy map, so each project connects to the priority it serves. The median local government carries 19 separate plans and 146 active projects.
  • The cities that link their plans keep scoring their goals. Cities that link their elements are 5.2× less likely to leave every objective unscored — a correlation rather than a proven cause.
  • Lean plans stay alive. Cities keeping under three measures per objective actively score 51.1% of them; past twelve, that falls to 16.6%. Fit means being willing to cut the list.
  • ClearPoint fits cities that report to a council and roll out across departments. It is a weaker fit for a single department wanting a fast self-serve tracker, or for a team that wants a pure OKR engine. Both are spelled out below.

Your shortlist all have dashboards. By the time you compare them, the grids look identical. The question that decides this purchase is narrower: will the plan still be running, given how your city actually operates?

Read more

Every city has the meeting. Third Tuesday, maybe the second. The strategic plan is on the agenda, slotted between a rezoning request and a bid award. Someone from the manager's office presents fourteen slides. A council member asks how the downtown parking objective is doing. And the honest answer — the one nobody says out loud — is that the last update on that objective was in March.

That is the gap ClearPoint is built to close. Across the 161 cities and counties running strategic plans on ClearPoint, the objective layer is where scoring matters most — and ClearPoint shows which objectives haven't been scored yet. Not the KPIs. The goals. The exact thing a council asks about.

Your shortlist all have dashboards, and by the time you're comparing them the grids look nearly identical. The question that actually decides whether this purchase was worth it is narrower and less comfortable: will this plan still be alive eighteen months from now, given how your city actually operates?

What follows are the three conditions that keep a plan running. They come from live platform data, not a vendor survey. Then the honest list of cities we're a poor fit for.

02 — The pattern

After launch.

What keeps a city strategic plan moving once the launch meeting is over.

Completion rate of initiatives with a named owner, vs. unowned ones
2.5×
Ownership moves the work
Source: ClearPoint platform data.
03 — The constraints

Fit isn't a feature list.

A city buys under constraints a private company never faces. Five of them decide everything.

01
Cadence set by an elected body, not by you
02
Budget filed months before the tool could prove anything
03
Rollout crosses departments that don't report to the same deputy
04
Dashboard may be a public record
05 — The one that decides it
The plan has to survive an election.
Read the full analysis

A city buys strategic planning software under constraints a private company doesn't have.

Your reporting cadence is set by an elected body, not by you. Your budget request had to be filed months before the tool could prove anything. Your rollout crosses departments that don't report to the same deputy. Your dashboard may be a public record. And your plan has to survive an election.

Those five constraints, not the feature grid, decide the outcome. A tool that fits a 200-person software company and a tool that fits a city of 60,000 look similar in a demo and behave very differently in month nine.

The three fit tests below are drawn from what actually correlates with a living plan on our platform.

Fit test 01 — rollout shape

Connected departments. Or just folders.

Nineteen plans, side by side. Linked into one.

19
separate plans in the median local government — ClearPoint links them
Fit signal — rollout shape
The cities that link their plans keep scoring their goals
Share of local governments scoring none of their objectives, split by whether they link elements at all. Cities that link their elements keep scoring their goals.
No links
between plans
73.3%
Links elements
across plans
14.1%
This is a correlation, not a controlled experiment. Cities that link elements likely have more capacity to begin with. We report it as a fit signal for your rollout design, not as a promise that linking causes discipline.
Source: ClearPoint platform · 158 local-government organizations (128 link, 30 do not) · live snapshot, 20 August 2026.
Explorer View
One map, not two exports
A KPI, the project behind it and the citywide priority it serves — visualized as one set of connections.
ClearPoint initiatives list with column picker and advanced filters by status and owner
Briefing Book
The council packet, regenerated
Dashboards, summaries and charts bundled into one branded document that rebuilds itself each cycle.
Quarterly Board Report cover over a ClearPoint scorecard category view listing objectives with status arrows
Rollout sequence: set citywide priorities, link two or three departments, then publish to residents, as Bartlett, TN did
Adopted priorities first, departments second, the public dashboard last — the sequence behind fit test 1.
Ask your shortlist

Show me one department objective rolling up into a citywide priority, and show me the report the council sees when it turns red.

Read the full analysis

The median local government on ClearPoint runs 19 separate plans and 146 active projects. Some run far more — the highest count on the platform is 472 plans in one organization. That's not disorder. That's a city with a citywide plan, a set of department plans, a capital program, an accreditation scorecard, and a grant tracker, all legitimately separate.

The problem isn't the number of plans. It's whether they touch each other. ClearPoint links elements with dependencies and a strategy map, so a public-works milestone connects to the citywide priority it was supposed to serve.

Here's the part that matters for your decision. The cities that link their plans — through a strategy map or dependencies — are the ones that keep scoring their objectives: they are 5.2× less likely to leave every objective unscored than cities with no links at all.

We'll be careful about what that means. This is a correlation across 158 organizations, not a controlled experiment. Cities that build links are probably cities with more capacity and more executive attention to begin with. Linking doesn't manufacture discipline on its own.

But as a fit signal for a buyer, it's the most useful one we have. Doing the connective work is the single clearest marker of a plan that stays current. If your rollout plan is “give each department its own scorecard and check back in a year,” the tool you choose barely matters. If your rollout plan is “connect the department objectives to the four citywide priorities the council adopted,” then the ability to link across plans is the thing to interrogate hardest in the demo.

What most vendor comparisons skip

Feature grids list “strategy maps” as a checkbox. The checkbox tells you the capability exists. It doesn't tell you whether cities actually use it. When you evaluate, ask the vendor what share of their government customers have live cross-plan links, and how the tool gets a city there. Capability is not adoption. We'd rather you ask us the hard version of the question.

Fit test 02 — metric load

Less, but scored.

The fewer measures a plan carries per objective, the more of them actually get scored. Every time.

Under 3 measures per objective
51.1%
of measures get scored
Past 12 per objective, it drops to 16.6% — a third of the attention for four times the metrics.
Share of measures actively scored, by measures per objective
Under 3 per objective 51.1%
3 to 6 29.9%
6 to 12 21.4%
12 or more 16.6%
Plans that stay alive run about 2.2 measures per objective. The others run 5.9. The constraint is attention, not software capacity.
Source: ClearPoint platform · 582 organizations with at least 20 measures and 3 objectives · live snapshot, 20 August 2026.
Ask your shortlist

What happens in your product when a plan has too many measures?

If the answer is “nothing, it scales,” that's a warning, not a feature. The fit question is whether your leadership will cut the list — not whether the tool can hold it.

Government benchmark The Status Rule Playbook: 2026 Government Benchmark — the governments that catch problems first track 9× fewer measures. Built on 199 government plans.Get the playbook →
Read the full analysis

The strongest predictor of whether a plan gets used is not the framework. It's leanness.

Organizations keeping under three measures per objective actively score 51.1% of them. At three to six, it's 29.9%. At six to twelve, 21.4%. Past twelve measures per objective, it falls to 16.6%.

More metrics, less measurement. Every time.

This matters for a municipal buyer specifically, because the political pressure runs the other way. Every department wants its work visible in the citywide plan. Every council member has a priority they want tracked. The plan that comes out of a good public engagement process is almost always too big, and the software will faithfully hold all of it.

So the honest fit question isn't whether the tool can handle 400 measures. They all can. It's whether your leadership team is prepared to publish a plan with fewer measures than the engagement process generated — and whether the tool helps you make that case or just absorbs the sprawl silently.

Fit test 03 — maintenance

Maintenance is the feature.

A name in an owner field is a hope, not a plan.

2.5×
completion rate when an initiative has a named owner
Reporting Workflow
Draft, review, approve — not reply-all
A red measure fires a triggered alert to its owner. Nobody has to check a dashboard by hand.
ClearPoint My Workspace with a Q2 Review checklist of measures to update, notifications and mentions
My Updates
Four minutes, from a phone
The same view a department director fills in between meetings — the only version they ever see.
ClearPoint My Workspace in dark mode with the My Updates checklist and progress bar, a revenue chart and scorecards
One city turned this into a test

Before a measure earns a place in Dublin's plan, it has to survive one question, asked out loud: “How does it change your Tuesday?”

Brandon Brown has been with Dublin, Ohio for more than twenty years and runs performance analytics for a city of about 50,000. If nobody in the room can answer the question, the measure doesn't go in. That is the cheapest possible version of this fit test, and it costs nothing to steal.

City of Dublin, Ohio logo
Brandon Brown · Director of Performance Analytics, City of Dublin, OH
Ask your shortlist

Who chases the department that hasn't updated in two cycles — your team, or ours?

Read the full analysis

ClearPoint shows which local-government metric owners haven't posted an update yet, so teams can follow up before the review.

That follow-up matters in every sector, not just local government. Assignment is not accountability. A name in an owner field is a hope.

What gets owners updating is whether updating is easier than not updating. That means automated reminders that arrive with the right context, update forms a department director can fill in from a phone in four minutes, and — the part most buyers underweight — someone whose actual job includes chasing the stragglers in the first two cycles.

That last point is a fit question about your organization, not the software. If you have a performance analyst who owns this, most decent tools will work. If the plan is going to be maintained by whoever has time, you need a vendor whose implementation model includes guided implementation and managed reporting, and you should weight onboarding and support heavily in your scoring. It's consistently one of the highest-rated dimensions across this entire software category, and it's the one buyers most often score last.

The mechanics matter more than the marketing name. On ClearPoint, a red measure fires a Triggered Alert to its owner without anyone checking a dashboard by hand, updates route through a Reporting Workflow — draft, review, approve — instead of a reply-all email thread, and the person filling it in from a phone between meetings is using the same My Updates view a department director would. None of that replaces having a human who chases stragglers. It just gives that human fewer people to chase.

The research The Phantom Owner Problem: What Separates KPIs That Move What the cities whose owners keep their KPIs current do differently.Get the report →
05 — Take this in

Ask every vendor. Including us.

Three questions. Take them into every demo.

Q1Show me one department objective rolling up into a citywide priority — and the report the council sees when it turns red.

A good answer walks the rollup live, in one system, without an export step. A weak answer shows you two separate screens and says they can be connected later. Cities that link their plans keep scoring their goals — so watch whether the product makes linking the default or the exception.

Q2What happens in your product when a plan has too many measures?

If the answer is “nothing, it scales,” treat that as a warning rather than a feature. Organizations past twelve measures per objective actively score 16.6% of them. A tool that absorbs sprawl silently will hold a very complete record of a plan nobody updates.

Q3Who chases the department that hasn't updated in two cycles — your team, or mine?

ClearPoint shows which metric owners haven't updated yet, so someone can follow up before the review. If you don’t have a performance analyst who owns the chase, weight guided implementation and support heavily — it’s the highest-rated dimension across this software category and the one buyers score last.

Before you write the RFP 29 Essential Questions for Choosing Your Strategy Software Vendor The support-access, sector-experience and team-fit questions that belong in the RFP — not in month nine.Get the 29 questions →
Source: ClearPoint platform · live snapshot, 20 August 2026.
06 — The stop before the call

See it first. Talk later.

Two minutes, no form. Then decide whether the 30-minute version is worth it.

Worth 30 minutes?

No slide pitch. We build a custom report, live, with your data.

Your rollup, not our sample data
The red-objective path, end to end
Your resident-facing dashboard
The honest fit call
Read more

Walk through ClearPoint yourself — two minutes, no form.

We don't do a slide pitch. In 30 minutes, we build a custom report or dashboard live, with your data. Bring your adopted priorities and one department's objectives, and you'll see four things:

Your rollup, not our sample data. One department objective climbing into a citywide priority, and the council report it produces.

The red-objective path. What happens when something goes off track: who gets notified, what the update form looks like on a phone, what the council sees.

Your resident-facing dashboard. Running off the same data staff update — so you can judge whether it's something you'd put your city's name on.

The honest fit call. If you're one of the poor-fit cases below, we'll tell you on the call.

Book the demo — we build your report live
ClearPoint AI

The reporting hour nobody wants to own.

Most of the work in a plan isn't deciding — it's writing up what changed, every quarter, for every department. That's the part AI should take.

ClearPoint AI, walked through in the product. No form, no gate.
Drafts the update

It reads the measure's own history and writes the first version of the analysis. A human still signs it.

Finds the drift

Surfaces the measures that changed direction this period — the ones a 40-page report buries.

Stays inside your plan

It only sees your objectives, measures and past commentary. No public model is trained on your data.

Ask your shortlist

Where does your AI get its context — our plan, or the open internet? If it can't answer that in one sentence, don't let it write your council report.

07 — The honest list

Not every city. Not every team.

Better to know now than in week six.

You're one department wanting a fast, self-serve tracker.
ClearPoint is built for cross-department reporting with guided setup. If a single division needs a lightweight scorecard by Friday, lighter self-serve tools in this category will get you there faster, and we're an expensive way to solve that problem.
You want a pure OKR engine.
ClearPoint is methodology-flexible and strongest on scorecard and KPI structures with formal reporting. If your leadership team is committed to a check-in-driven OKR practice with weekly reflections, tools built specifically around that model will fit your rhythm better.
Your primary need is a public-facing chart gallery and nothing else.
If nobody internally is going to run a review cycle, a dashboard tool will cost less and disappoint you at the same rate.
Your integration requirement is a hard gate.
Data connectivity is the most common complaint axis across this entire software category, ours included. If “must pull actuals automatically from our ERP on day one” is a pass/fail line in your RFP, bring the specific system and version to the first call and make us prove it before you score us. Don't let it surface at implementation.

Where we do fit: cities and counties reporting to an elected body, rolling out across multiple departments, that need council-ready and resident-facing reporting to come out of the same system the staff work in.

If you're building a shortlist, our comparison of the top strategic planning platforms lays out where each one wins. For the wider sector view, start with strategic planning software for local government or the strategic planning software guide.

08 — Client examples

Two cities. Two different objections.

1 / 3←→
City of Bartlett, Tennessee logo
A city of 60,000 outside Memphis

Bartlett, Tennessee. Eleven departments. One plan.

Eleven departments doing good work in eleven directions — and no shared direction to point them at.

13
months to full rollout
11
departments, one plan
1
public dashboard any resident can open
01 The challenge

After a leadership transition, Bartlett’s strategic work was scattered across departments. Real effort, real budgets, no shared plan — so nobody could say whether the city as a whole was moving.

The cost wasn’t a missing report. It was eleven separate versions of what mattered, reconciled by hand whenever leadership asked.

“Previously, you had everybody doing all these great things, but in their own separate entities.”Steve Sones · Chief Administration Officer, City of Bartlett, TN
02 The rollout

Bartlett built Bartlett Vision 2030 in 13 months, in a deliberate order: adopted priorities first, five focus areas; then department objectives linked to them; the public dashboard last.

The operating rhythm is what makes it hold — weekly department-director meetings, quarterly strategic reviews, and a partnership with the University of Memphis for public data collection.

City of Bartlett, Tennessee: 13 months, 11 departments on one plan, 1 public dashboard any resident can open
Bartlett Vision 2030 as residents see it — the same records the directors update.
03 The results

Eleven departments now report against one plan, and any resident can open the live dashboard and read the same status the city manager reads. No parallel deck, no reconciliation pass.

“What ClearPoint and the strategic plan helped us do is bring all that together. We’re not working in silos.”Steve Sones · Chief Administration Officer, City of Bartlett, TN

Read the full City of Bartlett, Tennessee story →

City of Durham, North Carolina logo
283,000 residents · budget outcomes, not screenshots

Durham, North Carolina. What they stopped spending.

Two people could produce the numbers. Nobody had time left to act on them.

100+
trained users, up from 2
4
positions eliminated after police background checks were reworked, with no measured impact on safety
95%
communications response target met — four to five officers a year, avoided
01 The challenge

Durham’s performance data lived with two trained users. Every quarter turned into a collection exercise: chase the departments, retype the numbers, format the report — and then meet about it too late to change anything.

The real cost was the decisions that never got made. Budget requests arrived without evidence, so the default answer was to hire against the problem.

02 The rollout

The city moved from two power users to more than a hundred trained staff, so the people who own a measure enter it themselves. Reporting stopped being a central bottleneck and became a by-product of the work.

Workflows, review periods and approvals run inside the plan, which is what let Durham open the same data to residents rather than maintaining a second public version.

ClearPoint reporting view with linked measures and owners.
The view a department owner updates — the source for both the internal review and the public dashboard.
03 The results

The outcomes Durham reports are budget decisions. Police background checks were reworked once the data showed the actual load, eliminating four positions with no measured impact on safety. A 95% communications response target was already being met — so the city stopped hiring four to five officers a year against it.

Qualitatively, the shift is where the hours go: less collection, more argument about the numbers in front of people who can act on them.

“Less time putting numbers in a system and more time actually looking at the numbers and making decisions based on those.”Shari Metcalfe · Strategy and Performance Manager, City of Durham, NC

Durham runs its public dashboard on the same data. Read the City of Durham, North Carolina story →

09 — Stop taking our word for it

Watch a city, then open its live plan.

Everything above is our data about cities. This is the part you can check yourself.

How Coral Springs won the Baldrige Award — how a Florida city of 130,000 turned award criteria into a weekly operating rhythm. No form, no gate.

Then click into a city that's running right now.

Six ClearPoint customers publish their strategic plan on a live, resident-facing dashboard. Not screenshots, not demo data — real plans, running today, under a real city's name. Open one from a city about your size.

The question worth holding while you click: could you put your city's name on this — and would you still be comfortable with it eighteen months from now.

10 — In their words

What city teams say.

“Previously, you had everybody doing all these great things, but in their own separate entities. What ClearPoint and the strategic plan helped us do is bring all that together. We're not working in silos.”

City of Bartlett, Tennessee logo
Steve Sones
Chief Administration Officer, City of Bartlett, TN

“I believe the framework we were able to build with strategy and performance metrics and using ClearPoint to visualize that data was a feather in our cap in achieving Baldrige designation.”

City of Fort Collins, Colorado logo
Lawrence Pollack
Budget Director, City of Fort Collins, CO

“ClearPoint is a one-stop-shop for not only our OPA work, but budget work as well.”

City of Virginia Beach, Virginia logo
Tam Nguyen
Director of the Office of Performance and Accountability, City of Virginia Beach, VA

“ClearPoint really reduced our overall time for the process — about 75%.”

Report creation went from an estimated 100 hours per cycle to 25.
City of St. Albert logo
Anita Johnson
Strategic Business Advisor, City of St. Albert
Watch the session The Blueprint for City Excellence — How Award-Winning Cities Turn Criteria into Daily Execution A Baldrige-aligned approach operationalized through measures, dashboards and a disciplined cadence, with the City of Coral Springs, Florida.
G2 Fall 2026

Rated by the people who use it.

Not by us. Including Leader in Strategic Planning.

G2 Fall 2026 Leader, Strategic Planning and ExecutionG2 Fall 2026 Mid-Market Leader, Strategic Planning and ExecutionG2 Fall 2026 Small Business Leader, Strategic Planning and ExecutionG2 Fall 2026 Momentum Leader, Strategic Planning and ExecutionG2 Fall 2026 Enterprise High Performer, Strategic Planning and ExecutionG2 Fall 2026 High Performer, Strategic Portfolio ManagementG2 Fall 2026 Enterprise High Performer, Strategic Portfolio ManagementG2 Fall 2026 High Performer, Objectives and Key Results (OKR)G2 Fall 2026 High Performer, Project, Portfolio and Program ManagementG2 Fall 2026 Enterprise High Performer, FP&AG2 Fall 2026 Users Most Likely to Recommend, Enterprise FP&A
11 badges across 5 G2 categories, Fall 2026 — including Leader in Strategic Planning and Execution.

A promise a city makes to itself.

Writing the plan was never the hard part. Answering for it, eighteen months later, is.

30 minutes — we build a custom report or dashboard live, with your data. The tour takes two minutes and needs no form.
FAQ

Questions.

Which strategic planning tools work best for municipal leadership teams?

The tools that fit municipal leadership teams share three traits: they roll department objectives up into council-adopted priorities, they generate the council report from the same data staff work in, and they publish resident-facing dashboards without a second build. ClearPoint, Envisio and AchieveIt all serve this market; the differentiator to test is whether the council report and the public dashboard come out of one system or three.

What's a reasonable implementation timeline for a five-department rollout?

Plan on a first reporting cycle within one quarter and full multi-department coverage within two to three. Bartlett, Tennessee built a complete plan across all 11 of its departments in 13 months, but that included the strategic planning process itself, not just the software. If you already have an adopted plan, the software timeline is much shorter than the planning timeline.

Should we roll out to every department at once or start with a pilot?

Start with the citywide priorities and two or three departments that already track something, then extend. The reason is in the platform data: cities that link their plans keep scoring their goals, and links are hardest to add retroactively. Establishing the rollup structure with a few departments first makes the rest of the rollout a copy rather than a redesign.

How do we keep a strategic plan alive after an election or a staff change?

Two things travel well across transitions: a small measure set and a public dashboard. Cities keeping under three measures per objective actively score 51.1% of them, against 16.6% past twelve — and a plan already visible to residents is much harder to quietly abandon. What doesn't survive is a plan held together by one analyst's spreadsheet knowledge.

How many KPIs should a city strategic plan have?

Fewer than your engagement process will produce. On the ClearPoint platform, organizations keeping under three measures per objective actively score 51.1% of them; past twelve measures per objective, 16.6% get scored. The constraint is attention, not software capacity.

Does strategic planning software replace our public dashboard?

It should be the source of it. When the resident-facing dashboard is a separate export, it drifts from the internal numbers and someone has to reconcile them before every council meeting. Cities like Bartlett, Tennessee run the public dashboard directly off the same plan data staff update.

Is ClearPoint a good fit for a small city?

It fits small cities that report to a council and roll out across multiple departments — Bartlett has about 60,000 residents and 11 departments. It's a weaker fit for a single department that wants a fast self-serve tracker, or for a team committed to a pure OKR practice. Those cases are better served elsewhere, and we say so on the fit page above.