Organize Your Strategy
Get your strategy organized in ClearPoint
Organize Your Strategy – Managing ScorecardsThis article covers managing Scorecards to keep your strategic structure organized and aligned.
Organize Your Strategy – ClearPoint AI AssistantsLearn how ClearPoint’s AI Assistants can help you create OKRs, build scorecards, summarize data, and generate insights.
Organize Your Strategy – AI Assistant for OKRs, Strategic Plans & FrameworksLearn how to use ClearPoint’s AI Assistants to create OKRs, strategic plans, and framework-based strategies.
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 different views available in Manage Elements.
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.