Free tools

Free strategy tools: templates that do the math

Nine tools you can use in the browser without an account. Each one ships with a worked example (the fictional City of Metropolis), computes the parts a spreadsheet leaves to you, and exports a CSV plus a one-page summary. Email is asked only when you export.

Gap analysis template

Objective, current, target, owner, due date. Gap, gap type and priority calculate as you type.

RAG status tool

Set red, amber and green thresholds per measure and get the status policy sentence written for you.

KPI library

210 KPIs by industry and function, each with its definition and formula. Pick nine, assign owners, export a scorecard.

Capital project tracker

A register with owner, phase, target and last update, plus the flags a council asks about.

Balanced scorecard template & builder

Four perspectives, a measure and an owner on every objective, and the strategy map drawn as you build it.

Dashboard examples

Twelve executive, council, public and department dashboards with named measures and cadence.

Strategic plan template & builder

Goals, objectives, measures, owners and due dates, with a picker of 56 example objectives.

Strategy review agenda template

A timed review or retreat agenda with an owner, a pre-read and a decision on every block.

Reporting time calculator

What manual board and council reporting costs a year, and what it becomes when owners update the system.

Every figure on these pages is attributed to ClearPoint platform data with its cohort and snapshot date. Example data is the fictional City of Metropolis.