After dealing with the headaches of Excel and PowerPoint reporting, version control issues, and not being able to dynamically track all the things that a leadership team needs to know, and fast, we decided to develop a new kind of tool to make strategy review meetings more effective.

In this journey, we developed a piece of software called ClearPoint Strategy. ClearPoint is more than a simple scorecard or dashboard application. This is a tool that includes fifteen plus years of best-practices accumulated by developing and implementing effective strategic plans across many high-performing organizations.

But real success does not come from a slick software alone. There are other habits and patterns that a leadership team needs to understand and value. In this article, we try to capture the people-process through which an organization can prepare for strategy review meetings, manage well organized and data-driven meetings, record decisions, and ensure accountability and timely follow-up on mission-critical items.

Continue reading for more details about each stage in the process: