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JUNE 2022

New & Trending from Strategypoint

Strategy Should be “Choose Your Own Adventure”

Strategic plans are not one-size-fits-all. Leaders have the flexibility to experiment with different decisions, solutions, and methods until they get it right.

How to Create Stellar Mission, Vision & Value Statements

Before you can implement a team or company-level strategy, first check your current mission, future vision, and company values. Use tips in this blog to write or tweak the perfect statements for you!

Product Highlights

Did you know?

You can create subgoals that drive parent goals?

Strategic goals are often BIG, requiring multiple resources and activities. These goals are best supported using the subgoals feature in Strategypoint. A classic example is an annual sales goal broken down into quarterly subgoals.

Subgoals calculate parent goal progress automatically. Users can decide how they behave:

  • Sum: Add subgoals to achieve parent goal progress
  • Average: Average of all subgoals to achieve parent goal progress
  • Weighted: Assign a weight percentage to each subgoal to calculate parent goal


Enjoy two paths for subgoals: Users can add NEW subgoals OR nest an EXISTING goal underneath another. Yay!

“I Don’t Have Time for Strategy.

I Have Too Much Work to Do.”

It is a myth that strategy requires long planning days, extensive leadership retreats, and hours upon hours measuring results.

Strategy is the allocation of resources towards the precious few activities that advance your vision.

Get the most out of your team members’ 2,000 hours per year.

Try a simple approach to strategy: Pick 2 – 3 strategic initiatives. Then allocate time during weekly team meetings to discuss progress towards them.

Dedicating just 1 hour per week to those 2 – 3 initiatives can pivot your team from “doing a job” to “marching towards your vision!”

Aha! Moments

Customer Profile: Mid-sized healthcare services provider

Customer Location: Southeast, United States

Aha Moment: A team lead was reviewing her staff’s workload in the Strategypoint Work View. As she scrolled through the projects & routines, she noticed NONE of them were linked to the department’s goals. If everyone is almost at capacity, but no one is working towards the critical goals, then what is everyone doing?!

Result: The team lead scheduled time with each team member the following week to review their tasks and decide what was critical and what could be scrapped. The staff then linked their work to goals in Strategypoint. Now everyone can see how team members are contributing their time and gifts to reach the company’s strategic goals.