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1911 N Fort Myer Drive, Suite 1100
Arlington, VA 22209
866-568-0590
info@clearpointstrategy.com
We analyzed 20,582 strategic plans. Get a copy of the full report.
ClearPoint gives every objective, measure and initiative an owner, flags what slips, collects updates without chasing anyone, and builds the report your board or council expects.
Close the gap between the plan and the work that delivers it.
Every objective, measure, and initiative — in one scorecard.
Connect your data sources. The numbers update themselves.
See dependencies and risks before they derail the plan.
Automate the reporting. Run the meeting from live data.
Ask ClearPoint AI what’s on fire — and what to do about it.
It summarizes the meeting and answers from your own plan.
150+ organizations — cities, counties, health systems, utilities and universities — run their plans on ClearPoint.
JEA CFA Institute 
A strategy execution platform is software that connects an approved strategic plan to the work that delivers it. Every objective, measure and initiative has an owner and a status, progress updates come in on a schedule, and leadership sees what is on track, what is slipping and why, without assembling reports by hand. It is also called strategy execution software or strategy implementation software.
Still writing the plan? Start with strategic planning software →
The plan passes, the retreat ends, and four things break in the months that follow.
Half the plan has no named person behind it, so nothing moves and nobody notices.
How ClearPoint shows who owns what ›One coordinator emails every department each quarter and types the answers into a deck.
How updates come in without chasing ›Briefing books and exception reports are rebuilt from spreadsheets every period.
How the review builds itself ›The variance is visible; the action, the owner and the date are decided somewhere else, or never.
How ClearPoint AI turns a variance into a next step ›Across 52,247 objectives in 318 organizations, 77.6% have no named owner.
See the data ›Every objective, measure and initiative has a named owner and a cadence. Ownership gaps show up on the scorecard. Status rules turn data into red, yellow, green automatically, and alerts reach the owner ahead of the review.
Across 90,305 initiatives on our platform, those with a named owner are completed 2.5× as often as those without.
See the data →
Owners reply to the reminder email in plain English or answer ClearBot in Microsoft Teams. ClearPoint AI writes the update into the scorecard, and the plan stays current between meetings.
Briefing books, exception reports and dashboards build themselves from the plan. Quarter-end takes minutes, the numbers match across every view, and the review starts with what needs a decision.
ClearPoint AI explains variance on any element and drafts next steps. One click turns a recommendation into an action item with an owner, a type and a date. My AI Briefing tells each leader what moved, what is at risk and what to ask, rebuilt on every open.
What ClearPoint AI flags first — unowned objectives, measures nobody updates — comes from patterns in the anonymized structure of 20,582 strategic plans. We never see the content of anyone else's plan. Administrators set tone and guidelines, review transcripts and can turn AI off.
Also included: AI Knowledge Base with citations · Playbooks · MCP Server for Claude, Cursor and Copilot.
Everything the approved plan needs to be owned, updated, reviewed and reported.
Every objective, measure and initiative in one structure, each with a named owner and a cadence.
Learn more ›Targets and thresholds turn data into red, yellow, green automatically.
Learn more ›Milestones, budgets and Gantt views linked to the objective they serve.
Learn more ›Owners reply to the reminder email or answer ClearBot in Microsoft Teams; ClearPoint AI writes the update into the scorecard.
Learn more ›Unowned elements and overdue updates show on the scorecard and reach the owner ahead of the review.
Learn more ›Quarter-end reports and dashboards build themselves from the plan.
Learn more ›One home page for the whole strategy, and a public site for residents or the board.
Learn more ›Variance explained, next steps drafted, My AI Briefing for each leader. Also AI Knowledge Base, Playbooks and the MCP Server.
Learn more ›Excel Power BI Snowflake Tableau SQL Server JiraBecause ownership breaks first. Across 52,247 objectives in 318 organizations, 77.6% have no named owner.
Ownership gap
Of 52,247 objectives across 318 organizations, 77.6% have no named owner. In ClearPoint an unowned objective shows on the scorecard until someone claims it.
Source: ClearPoint anonymized platform data, 2017–2024.
Ownership
Initiatives with a named owner are completed 21.5% of the time, against 8.7% when no one is named — 2.5× as often. 90,305 initiatives, 315 organizations.
Source: ClearPoint anonymized platform data, 2017–2024.
Plan size
Plans with 21 or more objectives complete 9.1% of their initiatives, against 11.8% for plans with 1 to 10.
Source: ClearPoint anonymized platform data, 2017–2024.
Measures per objective
Plans with 4 to 8 measures per objective complete 15.1% of their initiatives, against 10.1% for plans with 3 or fewer.
Source: ClearPoint anonymized platform data, 2017–2024.
Three patterns show up in the data. Plans with more than 20 objectives complete 9.1% of their initiatives, against 11.8% for plans with 10 or fewer. Plans with 4 to 8 measures per objective complete 15.1%, against 10.1% for plans with 3 or fewer. And ownership is the strongest single predictor of completion: 21.5% with a named owner, 8.7% without. ClearPoint is built to enforce the first two and make the third visible.
20,582strategic plans have run on ClearPoint
3 weeksto a first live scorecard
| Pattern | Group | Initiatives completed |
|---|---|---|
| Ownership | Named owner | 21.5% |
| Ownership | No named owner | 8.7% |
| Objectives per plan | 1–10 | 11.8% |
| Objectives per plan | 11–20 | 11.1% |
| Objectives per plan | 21 or more | 9.1% |
| Measures per objective | 3 or fewer | 10.1% |
| Measures per objective | 4 to 8 | 15.1% |
| Measures per objective | 9 or more | 11.6% |
Source: ClearPoint anonymized platform data, plans run on the platform 2017–2024. 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 the structure of plans, never their content. How we read the data →
Execution fails when only the strategy office uses the tool. Each role gets its own view.
A briefing rebuilt from live data: what moved, what is at risk, what to ask.
Ownership, cadence and status rules in one place; no more chasing updates.
Your objectives, measures and projects, linked to the plan above them.
Update a measure by replying to an email or in Microsoft Teams.
Multi-year plans, public accountability and a reporting calendar that does not move.
Cities, counties and districts that report to a council and publish progress to residents.
Customers · City of Durham, NC · City of Fort Collins · City of Bartlett, TN
Strategy execution for local government →Health systems tying quality, safety, access and finance measures to one board-level plan.
Customers · Carilion Clinic · Southern Ohio Medical Center
Strategy execution for healthcare →Universities running accreditation, enrollment and student-success plans across colleges.
Customers · LSU College of Engineering
Strategy execution for higher education →Agencies and departments reporting performance to the governor, the legislature and the public.
Customers · Washington State Dept of Licensing
Strategy execution for state government →Public and municipal utilities tracking reliability, safety and capital programs for their board.
Customers · JEA
Strategy execution for utilities →Mission-driven organizations showing their board and members what the plan delivered.
Customers · CFA Institute
Strategy execution for nonprofits →
Healthcare“It took one person 40 hours a month to populate all our data… we've cut that down to 15–20 minutes.”
Data collection40 hours a month → 15–20 minutesSouthern Ohio Medical Center, Ohio, healthcare
“Less time putting numbers in a system and more time actually looking at the numbers and making decisions based on those.”
Adoption2 → 100+ users in 10 yearsCity of Durham, North Carolina, local government
Tribal government“Several of these opportunities have resulted in millions of dollars in savings!”
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.
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. Jump between screens below, it runs on demo data.
SOC 2 Type II, TX-RAMP Level 1, US hosting, SAML SSO, VPAT available in the Trust Center. SOC 2 Type II report on request.
Founded by Ted Jackson and Dylan Miyake, who worked with Robert Kaplan and David Norton, creators of the Balanced Scorecard. Thirty years helping organizations execute strategy, across local and state government, healthcare, utilities, higher education and financial services.
Three weeks to a first live scorecard, training included. We migrate your current plan and you run the first update cycle in the tool. Pricing depends on users, support level and integrations, and is quoted in one 30-minute call.
Three weeks, with people, and the three questions we hear before it starts.
Bring it as it is. ClearPoint's team structures it into objectives, measures and initiatives with you.
Every element gets an owner and a reminder schedule. Data connections are set.
Your team runs one update cycle in the tool and produces the first briefing book.
Data sources connect on a schedule; anything else comes in by file or by the API.
It moves as it is. Nothing is rewritten unless you decide to.
Most contributors never log in. They reply to an email or answer ClearBot in Microsoft Teams.
Three weeks to a first live scorecard, training included. We migrate your current plan and you run the first update cycle in the tool.
How pricing works →Each category is built for a different job. Pick by the problem you have.
| Your problem | Built for it |
|---|---|
| Keeping the current process: spreadsheets, slide decks and quarterly emails | Status quo. Works until the plan has more than one owner or one audience. |
| Quarterly goals for product and engineering teams | OKR platform |
| Funding, capacity and dependencies across large program portfolios | Strategic portfolio management |
| KPI dashboards and scorecards without ownership workflows | Scorecard tool |
| Tasks and deadlines inside projects | Project management tool |
| A multi-year plan with owners, status rules, updates without login, board- and council-ready reporting, public dashboards and AI you can govern | Strategy execution platform such as ClearPoint |
In 30 minutes, a strategy expert loads your plan and shows it running: owners and status rules, an update from an email, a one-click report for your board or council, and what ClearPoint AI flags first.
SOC 2 Type II · TX-RAMP Level 1 · Your data is never used to train AI models.
A strategy execution platform is software that connects an approved strategic plan to the work that delivers it. Every objective, measure and initiative has an owner and a status, progress updates come in on a schedule, and leadership sees what is on track, what is slipping and why, without assembling reports by hand. It is also called strategy execution software or strategy implementation software.
No. Both terms describe software that runs the plan after approval, with owners, a reporting cadence, status rules and reporting. Vendors tend to say platform when the product also connects data sources and includes AI, as ClearPoint does.
Another name for the same category: software that turns an approved strategic plan into owned objectives, measures and initiatives, tracks their progress and reports it to leadership.
Planning software helps you build the plan: framework, objectives, measures, initiatives. Execution software runs it: ownership, updates, alerts, reviews and reporting, quarter after quarter. Most organizations need both, in one system, so a plan change shows up in execution the same day.
OKR tools are built around quarterly objectives and key results, usually for product and engineering teams. Strategy execution software runs multi-year plans with measures, initiatives and projects, board and council reporting, and public dashboards. ClearPoint supports OKRs as one framework among others.
Project tools track tasks and deadlines inside a project. Strategy execution software tracks the objectives those projects serve, with status rules and executive reporting. In ClearPoint a late project shows up against its objective, so leadership sees which objective the delay affects.
ClearPoint AI writes updates from email and Teams replies, briefs each leader on live data, explains variance and drafts next steps that become action items. Your data is never used to train AI models; what ClearPoint knows about plans comes from anonymized structure and ownership patterns, never from anyone's plan content. Administrators can turn AI off account-wide.
Three weeks to a first live scorecard, with migration of your existing plan and training included. Pricing depends on users, support level, integrations and single sign-on, so it is quoted per organization in a 30-minute call.
Don't want to schedule a demo yet? No worries. Just enter your contact info below to get instant access to an interactive tour of ClearPoint.
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