Plan Reports with Progress
Quick hit summary of goals and action items for every person on your team. Includes comments, due dates and status. Available at the department and team member report levels.
A review of all revenue and expenses associated with your goals and actions to determine if your plan makes financial sense.
Executive Summary (with Progress)
A summary of your plan with strategic objectives and goals but without action items. Good for management teams and boards. Includes status and comments of all the goals and actions.
Full Strategic Plan (with Progress)
A report of your strategic plan from mission statement through action items. Includes a progress at a glance summary as well as status and comments of all the goals and actions.
Use the individual performance review sheets for your periodic staff reviews.
An overview of your KPIs, measurements, and targets with dedicated fields to track both year-to- date and monthly progress.
Strategy Review PowerPoint
Intended for use in quarterly business reviews (QBRs). Available at the organizational department levels.
Plan Reports without Progress
Everything’s included. A comprehensive look at your plan from mission statement through action items and includes SWOT, Scorecard, Road Map and Budget.
Road Map View
A summary of high-level goals broken out by year according to the dates established during goal creation.
A summary of your strategic plan with strategic objectives and goals but without action items. Good for management teams and boards.
Full Strategic Plan
A report of your strategic plan from mission statement through action items.
Linear Cascade View
A linear representation of your plan to show alignment from your strategic objectives to individual actions. Ideal for communicating your plan to the entire organization.
One Page Plan
An easy-to-read, full-color overview of your strategic plan. Great way to visualize your strategy. Often printed poster size and posted where everyone can see it.
An assessment of your organization’s strengths, weaknesses, opportunities and threats reflected in a single document.
A dedicated strategist will work with you wherever you are in the planning process.
All subscriptions include a dedicated expert to help you build, implement, and roll-out your plan. With over 170+ years of combined experience, our team of PH.Ds, MBAs, CPAs, and field experts will help your organization embrace strategy.
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