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How the results are used: The report provides you with specific information about your organization for each step of your strategic plan.

Who should use it: CEOs, directors, business owners and department managers. This assessment is a single user survey.

Cost: Free to paid subscribers.

How to take it: As a subscriber, you will receive the full results of your Business Report Card survey within 2 business days after you have completed the assessment. One full-results survey is included with annual subscription. Additional surveys are available for $79.

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Note: We will reference MyStrategicPlan throughout this post, but in doing so also acknowledge our great customers using MyNonprofitPlan and MyChurchPlan.

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Let’s dig into what this means.

Much thought and collaboration has been invested in each aspect of the new design. We are confident that MyStrategicPlan is now more efficient and intuitive than it was before, which is what you want from a business process tool. There are several new changes and based on initial response to our new design, we know that you will like it.

Throughout the redesign of MyStrategicPlan.com, we kept four criteria in mind; including:

1. Improving the look and feel of MyStrategicPlan with a new, fresh and very professional facelift.
2. Streamlining the user interface to reduce clutter and complexity.
3. Accessing high priority actions/tasks with fewer clicks thereby improving the efficiency of the system and our users.
4. Increasing our customers’ success rate through the strategic planning activities into the execution stage. The customer feedback from our annual survey helped us understand the need to simplify the strategic planning process. We want you to be successful!

You may experience a very short “re-familiarizing” period with the new design! We assure you that with a little “re-acquaintance” time, you will be more efficient and productive. We encourage you to give yourself some time to acquaint yourself with the new workflow and within a short time, you will also find benefit in the improved and efficient transition to operationalizing strategy.

Later in this post, I will highlight the changes in greater detail. As we move you through the design keep in mind the many resources that are available to you to improve your ease of use and application, provide you with guidance through the process and to keep each of you current with all system updates.

We are very happy to finally have MyStrategicPlan updated in response to requests. This redesign touches every single page. There is still more work to do over the coming months to improve the design and functionality of secondary pages so we aren’t completely done, but we are well on our way. We hope you will fully optimize the new design to fully engage your team and grow your company by converting strategy into action.

Thank you,

Erica Olsen

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Participants will learn:

• How to effectively review your progress and track your key performance indicators
• Establish an execution schedule with correct frequency, tools and reports to support the process
• Set up business rules to help your team easily follow the process
• How to run great monthly strategy review meetings

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One-Click Report

A comprehensive look at your strategic plan from mission statement through actions items that includes your SWOT, Scorecard, Roadmap & Budget.

Full Strategic Plan

A report of your strategic plan from mission statement through action items.

Executive Summary

A summary of your strategic plan with strategic objectives and goals but without action items. Good for management teams and boards.

One Page Plan

An easy-to-read, full-color overview of your strategic plan. Great way to visualize your strategy and strategic plan. Often printed poster size and posted where everyone can see it.

Road Map View

A summary of high level goals broken out by year according to the dates established during goal creation. If a goal rolls over into more than year, it will be reflected in each year.

Linear Cascade View

A report that shows you 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. We love this report!

SWOT

An assessment of your organization’s strengths, weaknesses, opportunities and threats reflected in a single document.

Full Strategic Plan (with Progress)

A report of your strategic plan from mission statement through action items. Includes a progress at a glance summary and status and comments of all of the goals and actions.

Executive Summary (with Progress)

A summary of your strategic plan with strategic objectives and goals but without action items. Good for management teams and boards. Executive Summary: A summary of your strategic plan with strategic objectives and goals but without action items. Good for management teams and boards.

Scorecard

An overview of your KPIs, measurements, and targets with dedicated fields to track both year-to-date and monthly progress.

Action Plan

A summary of goals and action items, person responsible, due dates, and status.

Budget Report

A review of all revenue and expenses associated with your goals and actions to determine if your plan makes financial sense.

Performance Review

Use the action plan as a performance review sheet for your periodic staff reviews.

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