How to Manage The Changes to the System

By Ryan Olsen


In response to the great input from our valued clients, team members and professional colleagues, today we are unveiling our third major redesign in our seven years of existence. Our team worked with our friends at Mesh Creative and Delge to help make it possible, and we are excited to roll out these exciting changes.

Note: We will reference OnStrategy throughout this post, but in doing so also acknowledge our great customers using MyNonprofitPlan and MyChurchPlan.

Before After

Let’s dig into what this means.

Much thought and collaboration has been invested in each aspect of the changes in the new design. We are confident that OnStrategy is now more efficient and intuitive than it was before, which is what you want from a business process management  tool. There are several new changes and based on initial response to our new design, we know that you will like it.

Throughout the redesign of, we kept four criteria in mind; including:

  1. Improving the look and feel of OnStrategy with a new, fresh and very professional facelift.
  2. Streamlining the user interface to reduce clutter and complexity.
  3. Accessing high priority actions/tasks with fewer clicks thereby improving the efficiency of the system and our users.
  4. Increasing our customers’ success rate through the strategic planning activities into the execution stage. The customer feedback from our annual survey helped us understand the need to simplify the strategic planning process. We want you to be successful!

You may experience a very short “re-familiarizing” period with the new design! We assure you that with a little “re-acquaintance” time, you will be more efficient and productive. We encourage you to give yourself some time to acquaint yourself with the new workflow and within a short time, you will also find benefit in the improved and efficient transition to operationalizing strategy.

Later in this post, I will highlight the changes in greater detail. As we move you through the design keep in mind the many resources that are available to you to improve your ease of use and application, provide you with guidance through the process and to keep each of you current with all system updates.

We are very happy to finally have OnStrategy updated in response to requests. This redesign touches every single page. There is still more work to do over the coming months to improve the design and functionality of secondary pages so we aren’t completely done, but we are well on our way. We hope you will fully optimize the new design to fully engage your team and grow your company by converting strategy into action.

Thank you,

Erica Olsen

Learn more about the redesign in the short 5-minute video.

For a complete review of the changes, please read further.

Guided Home Page: The new home page redesign not only offers our users a new, fresh and professional feel, it offers a system by which to implement and execute your strategies. This new landing page does a better job of providing you with both information and next steps. The home page now implements a level of intelligence in two stages:

  • Increased guidance through the process. The “tiles” will help guide users through the key “strategic process” steps (intelligence based). This provides more of a “system guide.” As the system monitors your activity, it will propose your next actions. It will also provide direct resources to the respective item.
  • Assistance through the performance management phase offers our users constant updates to navigate through their plan. Quicker access to execution tools and reports improves the effectiveness of using a management tool. For example, using the scorecard approach provides quick access to the number of actions/goals you have that are on target vs. off target. This perspective offers the busy executive, as well as all managers and team members, a “60,000 ft.” level view of plan accomplishments. The home page also offers Tips box that provides general strategic planning tips, thought provoking questions, jokes, and more; a view of upcoming free trainings; and best practices from the OnStrategy team.
Before After

Navigation changes: Besides the design changes, you will find some of the most noticeable changes are in the navigation at the top of each page. These changes provide you with tools that will most noticeably increase efficiency and productivity. Take your time exploring during your “re-acquaintance” period! We have streamlined the process and removed a number of clicks to get to key pages. Please note: Some of the top navigation tabs will have drop down links. Once on a section the secondary navigation will be moved to “side” navigation. This workflow more closely follows a typical strategic planning process and meets the request that many users wanted to see incorporated.


Site-wide Appearance: We have taken the new design and incorporated it throughout the rest of the website. The space is better positioned taking advantage of white space to make the system easier on the eyes. It also provides more room for data entry, as well as more information to help you on the specific topic. The changes speak for themselves. Here are a few additional changes applied to many of the “interior pages” that we want to highlight:

  • Tips box: Process pages will include a new “Tips” box to provide specific and important information to the task on that page.
  • More Info box: Process pages will include a new “More Info” link to dig deeper into information on the section including examples and videos. More details on this below.
Before After

More Info Link: Many of you will notice the iFrame box is no longer there. We have given our users full control of assessing the information and tips they individually need! This change provides you with greater control of available resources and allows you to decide if you want more details. If you do want more information and assistance, we offer many more examples + direct link to Virtual Strategy Guide via one quick click! You decide. We are also implementing organizational specific resources. To start, the examples provided will be different depending upon whether you have an OnStrategy, MyNonprofitPlan or MyChurchPlan account. We will continue to build this out over the next year, but this is a great start. These “More Info” tabs will also link you directly to the Virtual Strategy Guide if you want to dig deeper. We have built out this resource further so it is a full blown strategic planning process.

Before After

Reports: We are breaking away from the “highly technical” look and feel! The new reports page allows you to quickly see the listing of available reports and access them more effectively. You have two more clicks but the total time savings should be well worth it. Quick Access drop down menus allow you to navigate through departments to individual team members much more rapidly.

Before After

Accounts Page: The plan administrator will notice the layout of the account page is more streamlined. The new page offers a department listing in a drop down menu, while team members are also displayed in a drop-down at a level lower than the department listing. Click through this new feature, it helps expedite user management workflow.

Future Development: OnStrategy is not just a web application (or point solution with planned output). It is an end-to-end business process application. We are dedicated to enhancing the system to meet your business needs. Customer feedback drove these changes and if you want to have a voice in the next round, we welcome your feedback. We have a list a mile long. With your continued support and recommendations to friends and colleagues we are committed to making your job easier. As recommendations are submitted, we evaluate them and commit resources to those most mission critical. Here are some items scheduled for the next 6 months:

  • API: The first pass at an API has been developed and is ready in write form. We look to connect to an industry leading application for testing. If your organization needs to connect OnStrategy to a 3rd party application, please let us know.
  • Mobile application: We know you want a mobile app and we do too!
  • Powerpoint Report: Accelerate your strategy reviews by automating the production of a PowerPoint presentation that will pull in the information from your Track Goals and Actions page.



  1. Brian
    Sep 28, 2014 @ 20:34:34

    Does OnStrategy have an API? The only reference to an API was mentioned in this article “How to Manage The Changes to the System,” saying that an API has been developed and is ready in write form. I can’t find anything else about an API.


    • Shannon Sage
      Oct 03, 2014 @ 09:36:17

      Hi Brian. We are still working on the API, but it is the final stages of development and should be available shortly.




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