Organize Your Strategy
Get your strategy organized in ClearPoint
By Ted and 1 other2 authors20 articles
- Organize Your Strategy – Managing ScorecardsThis article covers managing Scorecards to keep your strategic structure organized and aligned.
- Organize Your Strategy – Managing ElementsLearn how to add, edit, duplicate, delete, and reorder elements in ClearPoint.
- Organize Your Strategy – Managing ObjectivesThis article explains how to add, edit, bulk edit, and manage Objectives within ClearPoint.
- Organize Your Strategy – Managing MeasuresLearn how to add, edit, and bulk edit Measures in ClearPoint.
- Organize Your Strategy – Add and Manage SeriesLearn how to add, edit, reorder, hide, and lock series in ClearPoint.
- Organize Your Strategy – Add and Manage Initiatives (Projects)This article explains how to add, edit, and bulk edit Initiatives using ClearPoint’s Manage Elements page and detail view.
- Organize Your Strategy – Add and Manage MilestonesThis article explains how to add, edit, and organize Milestones and Sub-Milestones in ClearPoint.
- Organize Your Strategy – Add and Manage Action ItemsThis article explains how to add, edit, link, reorder, and track Action Items in ClearPoint.
- Organize Your Strategy – Add and Manage RisksThis article explains how to create, organize, edit, and delete Risks in ClearPoint.
- Organize Your Strategy – Linking ElementsThis article explains how to link elements, set parent-child relationships, and explore connections with the Link Explorer in ClearPoint.
- Advanced Topics – Managing Completed ProjectsLearn how to mark Projects, Milestones, and Action Items as completed in ClearPoint.
- Advanced Topics – Project DependenciesLearn how to manage Project Dependencies in ClearPoint.
- Advanced Topics – Changing Home ScorecardLearn how to change the Home Scorecard of an element in ClearPoint.
- Organize Your Strategy – Using Manage Elements ViewsLearn how to navigate and work with the views in Manage Elements and Manage Scorecards.
- Organize Your Strategy – Using Import/Export for Bulk UpdatesThis article explains how to use the Import/Export feature in ClearPoint Next to make bulk updates to your strategic elements.
- Advanced Topics – Project Management FeaturesLearn how to use ClearPoint’s project management tools to plan, track, and report on your strategic initiatives.
- Organize Your Strategy – Adding Goals (OKRs)Learn how to add Goals (OKRs) manually or with ClearPoint AI, add key results, and link goals to scorecard elements.
- Organize Your Strategy – Updating OKRsLearn how to update key result progress, edit goal details, and manage OKRs for your team in ClearPoint.
- Organize Your Strategy – OKR ReportingLearn how to display OKR progress on element detail pages and view Goals across your account by individual, manager, department, or scorecard.
- Organize Your Strategy – OKR NavigationA guide to navigating the Goals section in ClearPoint — covering My Goals, My Direct Reports, My Department, and account-wide views by individual, manager, department, and scorecard.