ClearPoint AI helps you organize and structure your strategy by guiding you through OKR creation, scorecard planning, and strategic frameworks—all directly within ClearPoint. AI is built into the platform to support planning workflows with guided prompts, draft generation, and structured outputs you can refine and save.
Summary
ClearPoint AI helps you organize your strategy by guiding OKR creation, building scorecards, and applying strategic frameworks—directly within your planning workflows. By combining structured prompts with flexible refinement, ClearPoint AI makes strategy development faster, clearer, and easier to maintain.
ClearPoint AI for OKRs
ClearPoint AI simplifies the process of defining Objectives and Key Results (OKRs) by guiding you through best-practice goal setting and generating measurable, aligned results.
What ClearPoint AI Helps With
Drafting clear, outcome-focused Objectives
Suggesting measurable Key Results
Supporting alignment across individual, team, and organizational goals
How to Use ClearPoint AI for OKRs
Navigate to a supported planning or scorecard page.
Open the AI panel from the page.
Choose the OKR planning option.
Select the appropriate scope:
My OKRs
Individual OKRs
Manager OKRs
Follow the guided prompts to describe your goals.
Review the generated Objectives and Key Results.
Edit or refine the OKRs as needed.
Click Add to ClearPoint to create the goals.
ClearPoint AI for Strategic Plans & Scorecards
ClearPoint AI supports strategic plan and scorecard creation for a wide range of organizations by helping you structure Objectives, Measures, KPIs, and Initiatives.
Supported Scorecard Types
Organizational Scorecard (corporate)
Department Scorecard
Municipal Scorecard (local government)
State Agency Scorecard
University Scorecard
Nonprofit Scorecard
Energy Scorecard
Healthcare System Scorecard
How to Use ClearPoint AI for Strategic Plans
Open the AI panel from the left navigation.
Click on Playbooks.
Select the Strategic Plan that fits your organization.
Respond to AI-guided prompts about:
Strategy and priorities
Objectives
Key performance indicators (KPIs)
Initiatives (projects)
Review the generated strategic plan or scorecard structure.
Make edits or adjustments as needed.
Click Add to ClearPoint to create the elements.
ClearPoint AI for Strategic Frameworks
ClearPoint AI also supports planning with established strategic frameworks, helping you organize your strategy using proven methodologies.
Available Frameworks
Balanced Scorecard
SWOT Analysis
Porter’s 5 Forces
Blue Ocean Strategy
Hoshin Kanri
Strategic Horizons
Stakeholder Theory
Entrepreneurial Operating System (EOS)
Value Disciplines
VRIO Framework
Ansoff Matrix
PEST Analysis
V2MOM Framework
How to Use ClearPoint AI for Frameworks
Open the AI panel from the left navigation.
Click on Playbooks.
Select the strategic Framework you want to use.
Follow the guided prompts for the framework’s key components.
Enter relevant details about your organization and objectives.
Review the structured output generated by ClearPoint AI.
Refine the content as needed.
Click Add to ClearPoint to create the framework elements.
