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1911 N Fort Myer Drive, Suite 1100
Arlington, VA 22209
866-568-0590
info@clearpointstrategy.com
Break Down Strategic Plans Into Work That Actually Gets Done On Time!
3-Week Setup
Migrate your plan and KPIs from spreadsheets, fully operational in 3 weeks.
Custom Frameworks
Match your strategy, reporting, and organization structure with flexible templates.
SOC2 Certified Security
Granular permissions, full compliance, and enterprise-grade safeguards.
AI ASSISTANTS
AI That Feels Like A Strategy Consultant
From building plans to spotting misalignment,
ClearPoint AI Assistants help you think, plan, and adapt faster.
Build Your Plan
Create step-by-step milestones to improve employee onboarding
- Week 1: Assess Current Process,
- Week 2-3: Define Success Metrics
- Week 4-5: Outline 30/60/90 Day Plan
Can you add a 4th milestone?
Certainly! Here is a 4th milestone for this initiative: Week 6: Gather feedback from new employees and make improvements.
Re-Plan Instantly
We lost 2 key channels due to budget cuts. How should we adjust our strategy?
Shift remaining budget toward high-ROI channels.
How do I improve sales performance?
1) Identify top reps
2) Audit process for friction
3) Set short-term goals with incentives
Spot Conflicts
Can you flag gaps or conflicting goals between departments?
IT and Customer Service are running similar CRM improvement initiatives.
Which one is further along?
- CS Project Completion Rate – ~70-80% of completed on time.
- CS Revenue Growth Rate – ~5-10% annual growth.
- IT Customer Satisfaction – ~85-90% satisfaction score.
plans built in real time
Software That Adapts To Your Unique Needs
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The ClearPoint Strategy team pushed us. They’re setting dates and goals for you, just like you are with your team, and that’s what brought it together.”
Chief Administration Officer
From Vision to Tasks in Minutes – Watch big goals turn into a step-by-step actions instantly.
Fits Your Framework – AI builds plans using your actual strategy structure and language.
Adapts as You Go – See how AI re-plans automatically when priorities or KPIs shift.
Guided Setup and Support
Seems Like Too Much Work?
We'll Handle It
Whether you’re starting from scratch or bringing in an existing plan, ClearPoint gets you up and running without the busywork.
Cascade Strategy to Departments?
We’ll help drive execution, not just alignment.
We’ll help drive execution, not just alignment.
Already in Excel?
We’ll import and clean it.
We’ll import and clean it.
Need a New Plan?
AI walks you through it step by step.
AI walks you through it step by step.
Don’t Want to Start from Zero?
We’ll set everything up for you.
We’ll set everything up for you.
No Need for Strategy Consultants: ClearPoint sets everything up for you, even if you don’t have a clear plan.
Workflows
Workflows That Catch What
You’d Never Spot Manually
ClearPoint automates the parts of execution that slip through the cracks,
so your team stays aligned without micromanagement.
KPI Status Change Alert
Send an email to the goal owner when KPI status switches to “off-track.”
Behind Schedule Warning
Alert department head if a project falls behind schedule.
Auto Dashboard Update
On scheduled data upload, auto-run calculations and update all charts and dashboards.
Next Period Rollover
At new period start, copy forward all info and lock the previous period.
One-Click Briefing Book
Send update requests, pre-reads, and create the briefing book with one click.
Quarter-End Review
Conduct PESTLE, SWOT, or VRIO on results and revise strategy if needed.
Features
Track Progress By Department, Team,
Or Individual In Real Time
(without opening spreadsheets ever again!)
From executive dashboards to frontline tasks. ClearPoint gives you full visibility into how your strategy is performing across every level, every department.
Executive Dashboards
Monitor KPI health across teams with real-time, high-level views.
See Executive Dashboards
Gantt Charts
Track timelines, task dependencies and overall project flow on autopilot.
Kanban Boards
Visualize task progress and spot bottlenecks at a glance.
Goal Alignment View
Drill down from org-level goals to individual team actions in seconds.
Custom Views
Build reports filtered by team, region or any custom dimension.
Executive Dashboards
Monitor KPI health across teams with real-time, high-level views.
Gantt Charts
Track timelines, task dependencies and overall project flow on autopilot.
See Gantt Charts
Kanban Boards
Visualize task progress and spot bottlenecks at a glance.
Goal Alignment View
Drill down from org-level goals to individual team actions in seconds.
Custom Views
Build reports filtered by team, region or any custom dimension.
Executive Dashboards
Monitor KPI health across teams with real-time, high-level views.
Gantt Charts
Track timelines, task dependencies and overall project flow on autopilot.
Goal Alignment View
Drill down from org-level goals to individual team actions in seconds.
Custom Views
Build reports filtered by team, region or any custom dimension.
Executive Dashboards
Track timelines, task dependencies and overall project flow on autopilot.
Gantt Charts
Track timelines, task dependencies and overall project flow on autopilot.
Kanban Boards
Visualize task progress and spot bottlenecks at a glance.
Goal Alignment View
Drill down from org-level goals to individual team actions in seconds.
See Goal Alignment
Custom Views
Build reports filtered by team, region or any custom dimension.
Executive Dashboards
Monitor KPI health across teams with real-time, high-level views.
Gantt Charts
Track timelines, task dependencies and overall project flow on autopilot.
Kanban Boards
Visualize task progress and spot bottlenecks at a glance.
Goal Alignment View
Drill down from org-level goals to individual team actions in seconds.
I used to email 10 teams for updates, now I get everything in a single dashboard, instantly.”
Octavius Murphy
Assistant to the City Manager
CUSTOMIZATIONS
Custom Views You Couldn’t Build Manually In A Spreadsheet
From org-wide frameworks to personal dashboards, ClearPoint lets you customize every layer of strategy, without developers or clunky tools.
company level
Use the Framework You Already Have
OKRs? Balanced Scorecard? Your own? ClearPoint bends to your structure, no rebuild required.
Tailor views by business unit, region, or strategic pillar.
Track organization-wide KPIs without touching Excel.
Maintain your reporting cadence, just with less friction.
TEAM / INDIVIDUALS
Only See What Matters To You
Each team or user gets a dashboard showing just their goals, metrics, and deadlines, nothing else.
Personalized dashboards by team, role, or priority.
Clean separation between org, team, and individual views.
Everyone knows exactly what they own, and how it ladders up.
collaboration
Still Chasing Updates? Here’s How ClearPoint Replaces Meeting Prep & Check-Ins
Assign tasks, leave comments, set permissions, and trigger alerts. So teams stay aligned without weekly meetings, messy email threads, or status-chasing on Slack.
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Inline Comments
Leave feedback directly on goals and updates, no more email threads.
Leave feedback directly on goals and updates, no more email threads.
Smart Permissions
Control who sees and edits what, down to the goal, metric, or report.
Control who sees and edits what, down to the goal, metric, or report.
Custom Alerts
Get notified when deadlines slip, tasks stall, or updates go missing.
Get notified when deadlines slip, tasks stall, or updates go missing.
Approvals Built In
Route updates for sign-off with audit trails and approval workflows.
Route updates for sign-off with audit trails and approval workflows.
Live Reports
Generate reports that always reflect the latest plan, automatically.
Generate reports that always reflect the latest plan, automatically.
Email + MS Teams Integration
Send updates to your team’s tools, without switching platforms.
Send updates to your team’s tools, without switching platforms.
Finally, keep everyone aligned and accountable
(without needing a single status meeting!)
(without needing a single status meeting!)
book a free demo
In Just 30 Min, We’ll Show You
How to Build Dashboards That Drive Action.
(without opening spreadsheets ever again!)
Instantly align every one of your projects with a single dashboard.
Customize every detail of your dashboard from data to design.
Ask anything about frameworks, workflows, or custom views, we’ll show you LIVE on your objectives!
We showed them 4 dashboards and none of them told the full story. In the demo, they helped us build one that finally did. We didn’t expect to get that far in 30 minutes."
Strategic Planning & Performance Manager
Talk to a strategy expert!
Based on 150+ customer reviews
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