Example Reports

We understand that people need to see information in a variety of formats, so we deliver easy-to-use top level reports, department reports and individual progress reports.

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Plan Reports with Progress

Action Plan

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.

Budget Report

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.

Performance Review

Use the individual performance review sheets for your periodic staff reviews.

Scorecard

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

One-Click Report

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.

Executive Summary

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.

SWOT

An assessment of your organization’s strengths, weaknesses, opportunities and threats reflected in a single document.
  • Why work with us? You get a dedicated expert to guide you through planning, implementation, and reporting for a full year. Meet our experts:

    Jeff Brunings

    Senior Strategist

    Jeff’s Client Accomplishments:

    130
    Planning & Execution Sessions Led Last Year
    29
    Clients Executing their Plans
    5
    Strategy Reviews Led Last Month
    Jeff's Clients:
  • Why work with us? You get a dedicated expert to guide you through planning, implementation, and reporting for a full year. Meet our experts:

    Kathleen Colombo

    Client Engagement Director

    Kathleen’s Client Accomplishments:

    107
    Planning & Execution Sessions Led Last Year
    31
    Clients Executing their Plans
    8
    Strategy Reviews Led Last Month
    Kathleen's Clients:
  • Why work with us? You get a dedicated expert to guide you through planning, implementation, and reporting for a full year. Meet our experts:

    Erica Olsen

    COO/Co-Founder
    Senior Strategist

    Erica’s Client Accomplishments:

    105
    Planning & Execution Sessions Led Last Year
    30
    Clients Executing their Plans
    4
    Strategy Reviews Led Last Month
    Erica's Clients:
  • Why work with us? You get a dedicated expert to guide you through planning, implementation, and reporting for a full year. Meet our experts:

    Kim Perkins

    Senior Strategist

    Kim’s Client Accomplishments:

    75
    Planning & Execution Sessions Led Last Year
    21
    Clients Executing their Plans
    3
    Strategy Reviews Led Last Month
    Kim's Clients:
  • Why work with us? You get a dedicated expert to guide you through planning, implementation, and reporting for a full year. Meet our experts:

    Lorna Shepard

    Senior Strategist

    Lorna’s Client Accomplishments:

    95
    Planning & Execution Sessions Led Last Year
    20
    Clients Executing their Plans
    4
    Strategy Reviews Led Last Month
    Lorna's Clients:

Clients executing their plans with OnStrategy:

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