Plan Module

Clearly outline your vision for digital transformation, keep each team moving forward, and equip your team members for success with an individual focused plans to elevate your company’s organization. Plan any initiative with Strategy Overview's Plan module.

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Agile planning for any initiative

Simple and easy-to-use planning tool to plan anything for all companies in a multi tenant plan module

Powerful template engine

Anything you plan once can become a template. Supercharge any strategy across all clients and your entire organization.

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Plan on QBR report

After you prepare an assessment, you can create your digital transformation plan for each client right on the QBR report

Business Planning

Create a template inspired by EOS or any other business framework to create your vision by quarter, year, and beyond

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Team Plans

Create a quarterly plan for every team in your company to super charge progress across the entire organization

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Team Member Career Paths

Create a new team member interview plan, then apply a team onboarding plan, and map an entire career evolution vision for every team member

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Explore other Strategy Overview features