Strategy Huddle™
Features
The Strategic Journey
Like all epic road trips, a well thought-out route saves energy and has you arriving at your destination on time. How you get there is part of the part of the fun. We’ve broken out the some key features of our strategic planning software to introduce you to the myriad of tools at your disposal in creating your strategy and keeping it moving in the right direction.
Key Your Research
Our service offering includes the capability to provide business report cards, SWOT assessment (Strengths, Weaknesses, Opportunities, Threats), customer surveys, environmental scans and competitive analyses. Additionally, our resource section gives you a free tool to complete a basic business report card and a SWOT report. If you need more help in this process, our on-site services can be requested for your organization.
Build your Strategy
This is your working Strategic Plan and with it you have the power to create and add cascading goals for all levels of your organization. We offer a systematic, interactive module in which to develop your themes, goals, objectives and actions that also aligns performance measurements. Source any of our strategic video tips within the resource section to keep your intent clear and our outcomes achievable.
Perform & Report
We offer scheduling tools and multi-tiered reports that are automatically generated with the system updates intact. Internally, we have action sheets at the individual, department and organizational levels. Externally we have full strategic maps, scorecards and plan overviews. These reports are available in Word, Excel, PDFs and HTML. With auto-reminders via email, administrative tasking and crunch sessions are practically eliminated.
Security Commitment
What you enter into MyStrategicPlan is serious work. It will drive the future of your organization. In turn, we are serious about providing Strategic Plan software in a secure environment that will encourage worry-free collaboration and sharing in order to keep your plan progressing.
Collected Information
Our privacy philosophy at MyStrategicPlan is simple – your data is your data. All user information contained within this application will remain your property. Data will continue to be available to you on the MyStrategicPlan platform as long as you are a user, and we will make that data available to you upon the termination of your account. We will never exchange information with any 3rd party without your expressed permission.
Server Stability
We ensure optimal performance levels with a serious server cluster. With our dedicated system hosted by Liquid Web, MyStrategicPlan is nestled in a network that is robust and reliable. Our network rapidly and automatically heals at the hardware, infrastructure and application levels. All without interruptions to connectivity, as even the bandwidth is redundant with service from AT&T, Level 3, Verizon, Savvis and Sprint.
Enigmatic Encryption
The process of transmitting your information is secured by a Secure Socket Layer (SSL) high-assurance certificate with 256-bit encryption. Sound mysterious and complicated? It should, as this technology is solid enough for online banks. Plus, those who access your plan must have a username and unique password. If a password is forgotten we do not send a reminder out, we require the creation of a new one.
One Plan, One Source.
Your Plan is no longer spread out in multiple spreadsheets or documents on a variety of computers. Individual and organizational updates get incorporated immediately to create a real-time version to work from directly. Administrative controls allow you to set up view restrictions, and you can also ensure that only those who need to can access the Plan. When you do need to format your work, you can download the detail in Word, PDF, Excel or HTML.
Service and Support
We’ve programmed our system to be an empowering tool for the end user. Our web-based platform is user-effective for those on PCs or MACs. We do not require a software download to your hard drive. We network your updates automatically so that everyone with access to the plan is working off the same version. That said, when the time comes in which you or any member of your team requires assistance, we are ready to help.
Tailored Platforms
Our entire purpose for being in business is to make Strategic Planning a manageable exercise for any type of organization. Accordingly, we offer MyStrategicPlan (for-profit organizations), MyNonprofitPlan (non-profit organizations), and MyChurchPlan. All these platforms have the same fundamental features and functionality yet have examples that speak to the specifics that are commonplace within each type of organization.
Video Demonstrations
Everyone absorbs information in different ways. If scheduling a webinar is too much to fit into your schedule, we also have video icons that address the key phases and elements of strategic planning. Visit our Tour page to see for yourself, each video is only a few minutes in length and will give you a familiarity in how we take strategic planning and tame it into easy to understand areas.
Technical Assistance
If you have issues you can be assured that we will work with you to get everything running as it should. We understand the importance of connecting person-to-person. We do make you go through a maze of options or buttons to press before you talk to us. You call. We answer. (8 a.m. – 5 p.m. M-F, PST) If you leave us a message and we’ll get back to you within the normal 24-hour business cycle.
Webinar Solutions
Discover the ways our system can perform for you of with our free Strategic Planning webinars. Each month we dive into a different Strategic Planning subject. We can also schedule a private webinar for your organization. If you don’t see a topic relevant to where you are in your Strategic Planning process scheduled, browse over to the recorded webinar sessions available in our Resources area and you’ll a span of subjects we’ve covered.
Resource Section
The most popular information in our resource section includes balanced scorecards, goal setting, and tips on defining your mission, vision and values. There is even a free assessment tool for determining your organization’s Strengths, Weaknesses, Opportunities and Threats (SWOT). Sign up for our free e-newsletters, delivered every couple weeks with topics addressing current economic and market trends with a Strategic Planning perspective.
Multi-User Levels
Functional organizations understand that information overload is not good for productivity. Strategic Plans that fall by the wayside often suffer from the same malady. Actions that span out 3-5 years can be overwhelming with goals that might seem eons away from today’s reality. This is where we believe our product makes major headway, by breaking down the involvement according to user and departmental involvement.
User-level Permissions
We offer lateral access that varies at the executive, manager and staff levels. Within those levels, users are empowered to add action items for themselves (ie staff), to alter key objectives (ie managers), or change the structure of plan itself (executives). Essentially, we understand to keep a 3-5 year plan relevant, things need to shift or alter. Change is constant; we help you direct your compass accordingly.
Action-spurring Reminders
If you see the use of having dynamic reminders emailed to you and your team with individualized reports on progress, then MyStrategicPlan is your tool. Each individual can set weekly or monthly reminder sequences, and each will give action reports either by the individual, department or organizational level. These reports come embedded with a link that will take users directly to the strategic plan to make updates.
Auto-generated Reports
See clearly how your broad themes and goals cascade throughout your organization’s structure. Accountability is organically built into the process with action sheets for staff, departmental overviews and one-click reports at the staff, department and organizational level. Stakeholders can also be updated with full strategic plan status reports that won’t cannibalize your administrative efforts. We offer formats in Word, PDF, HTML and for email transfer.
Silo-busting Collaboration
The structure of our online Strategic Plan platform can be a management bridge for cross-functional collaborations. Team members can create actions for themselves that support another department’s goals. Everyone then understands the involvement needed to keep goal progressing to achieve finalization. These actions are then captured in our automatically generated reports at all levels.
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