Get help uploading and executing an existing strategic plan.

Strategic Plan Setup

Build momentum and execute faster by having us upload your plan into our strategic planning tool. Get moving into implementation today.


  • The Plan Setup service is designed for organizations that have an existing strategic plan and want help getting started and executing faster.
  • In a one-on-one consultation with one of our expert strategists we’ll help you ensure your plan is set up for success.
  • With a strong plan in place, we’ll upload it to our application and train you on how to get the most out of the OnStrategy strategic planning tool.

What’s included

  • Plan Architecting: Checking the alignment of the strategic priorities, goals and action items. Refining where necessary to ensure your existing plan structure is effective and ready to fully support execution.
  • Strategic Plan Upload: Have your strategic plan set up in our performance-driving software for easy tracking, editing, and communicating priorities organization-wide.
  • OnStrategy 1-Hour Training Session: Learn how to use our tool to optimize your success.


  • Improve your strategic plan. Ensure your plan is structurally complete, holistic and correctly aligned.
  • Quickly build momentum. Get your entire plan uploaded into the strategic planning tool.
  • Start executing faster. Dynamically edit, revise, track the objectives, goals and tasks that you want to accomplish.

Convinced? Let’s build something together.


Success isn’t a list of flashy logos. It’s about helping anyone who wants to lead a great organization. If that’s you, join our list of clients – you’re in good company:

A Dose of Strategy.

Actionable tips, case studies, best practices in your inbox every other week.