ClearPoint’s AI Assistants make it easier than ever to design and build strategy in ClearPoint. Whether you’re setting Objectives and Key Results (OKRs), creating a Strategic Plan, or applying a structured framework, these assistants guide you step by step to help you develop goals, key results, and metrics that align with your organizational vision.
AI Assistant for OKRs 🎯
The OKR AI Assistant simplifies the process of creating clear and measurable Objectives and Key Results. It provides guidance and recommendations based on best practices to help you define meaningful goals at the individual, departmental, or organizational level.
How to Use the OKR AI Assistant
From top navigation, select AI Assistant.
You can start with a simple prompt like this:
"I am new to setting OKRs. Help me brainstorm a strong Objective for [State the specific area, e.g., our internal operations]? I need an Objective that is qualitative and aspirational, along with potential Key Results (KRs) that are quantitative and measurable."
Follow the AI-guided prompts to describe your objectives and define measurable key results.
Review the generated OKRs — you can edit or refine them directly within the assistant.
💡 The AI Assistant adapts its suggestions based on your data context, using ClearPoint’s embedded, context-aware AI engine.
AI Assistant for Strategic Plans 🧭
The Strategic Plan AI Assistant helps you design a comprehensive strategic plan tailored to your organization’s type — whether it’s a corporation, nonprofit, municipality, or healthcare system.
How to Use the Strategic Plan AI Assistant
From top navigation, select AI Assistant.
You can start with a simple prompt like this:
"I am new to the strategic planning process and need to begin elaborating my organization's plan. Please outline the necessary inputs I should prepare, specifically requesting a template structure for the foundational elements: the Mission, 3-5 high-level Strategic Objectives, associated KPIs (Key Performance Indicators), and 3-5 corresponding Key Initiatives."
Review the generated strategic plan and make iterations until you feel comfortable with the results.
💡 Plans generated by the assistant can be edited using ClearPoint’s drag-and-drop layout customization tools for Scorecards and Workspaces.
AI Assistant for Frameworks 🧩
The Frameworks AI Assistant supports a wide range of strategic planning methodologies, helping you structure your strategy using proven models.
From top navigation, select AI Assistant.
You can start with a simple prompt like this:
"Draft a Balanced Scorecard for my organization, including the four standard perspectives, with 3-5 high-level strategic objectives for each."
Review the generated Balanced Scorecard information and make iterations until you feel comfortable with the results.
Supported Frameworks
Balanced Scorecard
SWOT Analysis
Porter’s Five Forces
Blue Ocean Strategy
Hoshin Kanri
Strategic Horizons
Stakeholder Theory
Entrepreneurial Operating System (EOS)
Value Disciplines
VRIO Framework
Ansoff Matrix
PEST Analysis
V2MOM Framework
Why Use AI Assistants in ClearPoint
ClearPoint’s AI capabilities are designed to save time, improve consistency, and promote data-driven planning across your organization.
With the AI Assistants, you can:
✅ Build OKRs and strategic plans in minutes
✅ Align objectives and measures with organizational frameworks
✅ Leverage best-practice templates tailored to your context
✅ Automatically generate clear, structured outputs ready to add to Scorecards
✅ Maintain full data confidentiality—AI runs securely within ClearPoint’s environment