Envisio Strategic Planning Solutions

Plans

Manage all of your plans in one place. Cascade strategic goals into actions and assign the right people to get stuff done. Get your team excited about executing strategy and keep them on track with automated reminders, checklists and internal reports. Finally, share your amazing work through customizable progress reports.

Cascade Strategic Plan
Bust Silos

Bust silos

Create cross-functional strategy teams by assigning owners, contributors and observers across departments. Get staff engaged and focused on what matters.

Get Visibility

Get visibility

Understand exactly how your strategy is progressing. Cascade, gantt and list views make it easy to modify plans. Reports provide an early warning system for disruptions.

Share Progress

Share progress

Goodbye spreadsheets! Envisio reports can be automated and include both progress updates and performance measures. Schedule them for delivery or create them as you go.

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Analytics

Align your performance measures with your strategic priorities. Envisio is an all-in-one strategy and performance management solution so you can track both qualitative progress updates and quantitative measures in one place. Use scorecards, interactive dashboards and data discovery tools to track progress, manage performance and inform decisions.

Balanced Scorecard Dashboard
Centralize Data Icon

Centralize data

Put data at the heart of your strategy story. Bring together all of your organizational performance data and align your KPIs with strategy. Envisio can work with existing BI tools or stand alone.

Manage Performance Icon

Manage performance

Track progress against goals with interactive dashboards and scorecards. Embed charts and graphs into plans, reports and dashboards so stakeholders can see how you’re doing.

Inform Decisions Icon

Inform decisions

Envisio is more than just a scorecard matrix. Slice and dice your data, explore trends and discover new correlations to help drive better decisions. Share your findings through beautiful visualizations.

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Publish

Control how you communicate your strategy and performance story to external stakeholders—whether it’s to your volunteers, partners or residents in your community. Roll up actions and updates into interactive summary dashboards, then let your audience drill down into the areas important to them.

Communicate Strategy and Performance
Control Your Story Icon

Control your story

Decide exactly which elements of your plan to share. Get as granular as you like by choosing which goals, strategies, actions, and measures to communicate.

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Engage your audience

Envisio public dashboards are compelling and easy to use. Give your audience the tools to engage with the areas of your plan they care about most.

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Introduce transparency

Be accountable and transparent with your external stakeholders. Give them the ability to answer their own questions, and enjoy showcasing your work.

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Action Planning Workshop Icon

Action Planning Workshops

Operational planning lies at the heart of successful strategy execution. During this workshop, we’ll help you to align your programs and projects with your long-term strategic priorities.

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