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AHA! Moments

Experience real moments when customers realized – Strategy Can be Simple.

“Going digital with our three year plan.”

Company: Rotary Club of Birmingham

Organization Size: 600+

Location: United States

Product Area: Goals View

Event: Strategic planning sessions

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The Story


The Rotary Club of Birmingham completed a detailed strategic plan for 2022 – 2025 published in a PDF document, but did not have a way to track its execution month over month, year over year. In addition, Leadership turns over annually, so three different teams are responsible for implementing the plan. Continuity and accountability were huge challenges.


Transition PDF data into Strategypoint’s interactive database so Goals can be assigned, tracked, and discussed during leadership and staff meetings. Now instead of just a written statement, Goals include due dates, measurable targets, owners, and progress tracking.
Organization Summary:

RCB is the largest Rotary Club in North America with over 600 members, and one of the largest in the world. For more than 100 years, RCB has been bringing together civic leaders in the community to learn, exchange ideas, and take action to solve critical community problems in Birmingham and beyond.

In a Nutshell

  • All stakeholders have visibility into Goals’ progress
  • VPs and Goal Owners clearly understand priorities 
  • Data is updated in real-time and accessible to everyone
  • Goals are organized based on 3 focus areas

Rotary Club of Birmingham

“Now all of our staff and volunteer leaders can see exactly where their work fits within our strategy and how close we are to meeting our goals.”

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