Make or Break + OnStrategy

Executing & Tracking the Performance of Your Strategy.

OnStrategy for Vistage Members

OnStrategy is an exclusive partner of Dan Barnett and the Make or Break program. As a Vistage member, you will receive the following special pricing for using OnStrategy to manage your plan:

Vistage member features:

  • Full access to OnStrategy
  • Planning tools & resources
  • 2.5 hours of 1:1 execution coaching

$250/month per plan

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*Unlimited users, annual commitment required.
Volume discount for multiple plans.

We’ve devised a special approach for Vistage members
to get you up and running in four weeks.

Expertise

With over 170+ years of combined experience, our team of field experts will help you embrace strategy.

Software

Empower your team to execute your strategic plan without the headache & complexity of spreadsheets.

Workbook Tools

Expand your Make or Break into a robust strategic plan using OnStrategy’s tools and guided workbook.

Execution Management

A dedicated strategy expert will work with you to setup practices and processes to manage strategy and corporate performance.

Customized team training

We’ll train your strategy leader how to use our process and software to manage the execution of your strategic plan.

Standardize strategy review meetings

Develop a standard strategy review meeting structure and integrate the strategy execution process into your regularly scheduled meetings.

Establish a management practice

Create rigor and organizational discipline by establishing a management practice for keeping strategy and performance front-and-center.

Unlimited users

Unlimited users so you can involve your entire team to create a consistent process and language for corporate-wide performance tracking.

Organization-wide plan outputs

Each organization has different reporting needs and requirements. Our 12 different plan outputs include everything from your whole organization plan, department plans, and individual action plans.

Customizable performance dashboards

From a financial perspective to performance indicators reflecting the vitality of your team, our performance dashboards make it easy to visualize performance and make better, more informed decisions.

Unlimited use of OnStrategy Mobile

Manage the performance of your goals in 30 seconds so your team can drive results from the bottom up.

Integrate and automate with API extensions

Automatically and seamlessly transfer key performance metrics in and out of the OnStrategy platform.

We’re here to help you accomplish your vision.

We are ready and waiting to help you turn your Make or Break into managed execution!

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What if I don’t have a strategic plan?


Defining the appropriate cascades of your strategic plan and respective performance metrics at each level is vital to successful organizational strategy. If you don’t have a plan, OnStrategy can work to build a plan that matters from scratch for an additional fee.

What if I need additional services?


Our Solution is structured to provide you a remote, cost-effective way to get your strategic plan done and moving to execution. To accomplish this, we deliver our support and expertise through advisory services – where we coach your team through the process and you do the work. If you need more help or for us to simply do it for you, we have consulting services to make that happen.

Why do you require an annual commitment?


We are serious about committing to your success and we need you to commit to us to realize the full impact of strategic planning. Clients that commit to a year are assigned a dedicated Strategy Advisor who will guide you through the entire process of strategic planning – from plan creation or refinement through execution and ongoing plan management.

Do I get to work with the same Strategy Advisor every time?


Absolutely! That’s part of the deal. Your Advisor will get to know your organization, opportunities and challenges – to help you make the most progress against your plan as possible. In addition, they will pull in other expertise from the OnStrategy Team to add to your advisory services as needed.

When do I get billed?


Your first charge will occur after 14 days. During that time, you will work with our sales team to evaluate the fit of our software, expertise and build a 60-day success plan. If you choose to cancel during this 14-day evaluation period, there is no charge.

Can I cancel my subscription?


Yes. For accounts that are subscribing monthly, you can cancel anytime. For those accounts that have annual commitments, you can cancel at the end of the annual term. There are no partial annual refunds. If there is something specific we can help you with, please shoot us an email or give our Client Services team a call at 775-747-7407.

Is OnStrategy secure?


Absolutely—your privacy and security are our top priority. Read details about our security practices here.

Clients executing their plans with OnStrategy: