STRATEGIC PLANNING

Turn your strategic plan into action. 

Plans are great, but results are better. ClearPoint brings together all the tools you need to execute your strategic plan. 

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Visualize your strategy.

Focus only on the data that drives results. 

  • Link and align your KPIs and projects to your goals. 
  • Spot trends and learn the key influences of your outcomes. 
  • Understand how all departments contribute to your goals. 

Organize your data.

Save time with easy access to all the data you need, all in one place. 

  • Automatically pull and integrate data from multiple sources. 
  • Bring data and analysis side by side to tell a story with your data and drive improvements. 
  • Work from one version of the truth—no more duplicate files, typos, or double data entry. 
  • Keep data synced and current to help you make confident decisions. 
Our organization was searching for a strategic planning software that would give us the ability to customize to meet our needs, including reports, charts and graphs. ClearPoint Strategy has been that solution.

Regina McNeill

SVP, Market Analytics & Strategic Planning, Origin Bank

Automate your reporting process. 

Keep conversations centered on your strategy. 

  • Customize reports for different audiences with minimal effort. 
  • Create alerts that notify you about what’s working and what’s not. 
  • Show insights and analysis to encourage data-driven decision-making. 
  • Generate and distribute reports in minutes, not hours or days. 
  • Supercharge the abilities of Excel and PowerPoint with compatible reporting tools. 

With ClearPoint’s strategic planning software, YOU have the power to share your vision, take control of the conversation, and help your organization achieve its biggest goals.