Part of Essentials·StrategyAvailable now

Strategic planning &
execution in Essentials

Align objectives, KPIs, and initiatives with risk appetite on the same workspace as your risk and compliance program.

360°

Strategic Goal Management

Real-Time

KPI & Performance Tracking

Integrated

Initiative & Portfolio Management

Automated

Strategic Reporting & Analytics

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Part of Essentials

30-day implementation

Enterprise support

Essential Strategy Dashboard showing Vision, Mission, Values, Strategic Categories, and Objectives

Trusted by organizations across 55 countries and 21 industries

Core Capabilities

Essential Strategy provides comprehensive strategic planning and execution capabilities, from goal setting to performance monitoring, all designed to transform vision into measurable results.

Strategic Planning & Goal Setting

Define, organize, and track strategic objectives with comprehensive goal management, OKR frameworks, and goal cascading from enterprise to individual levels.

Strategic Alignment & Goal Achievement

Essential Strategy ensures organizational alignment from vision to execution with clear goal cascading, progress tracking, and performance measurement. Transform strategic objectives into measurable results across all business units.

Strategic goal management with vision and mission alignment
OKR (Objectives and Key Results) framework support
Automated goal cascading across organizational levels
Strategic planning frameworks and scenario planning
Long-term roadmap development and strategic analysis
Multi-year strategic roadmapping

Strategic Planning & Goal Setting screenshot

Performance Monitoring & KPIs

Monitor key performance indicators in real-time with advanced analytics, forecasting, and executive dashboards for comprehensive performance tracking.

Data-Driven Strategic Decision Making

Leverage real-time performance analytics and predictive insights to make informed strategic decisions. Essential Strategy provides executive dashboards and forecasting tools that turn data into strategic competitive advantage.

Real-time KPI tracking with automated status updates
Performance analytics and forecasting capabilities
Executive-level strategic dashboards
Customizable views for strategy performance
Portfolio health monitoring and progress tracking
Predictive analytics for strategic outcomes

Performance Monitoring & KPIs screenshot

Initiative & Portfolio Management

Manage strategic initiatives and optimize portfolios with comprehensive project tracking, resource allocation, and capacity planning.

Portfolio Optimization & Resource Allocation

Maximize strategic value with intelligent portfolio management that optimizes resource allocation, prioritizes high-impact initiatives, and ensures strategic investments deliver measurable business outcomes.

Strategic initiative tracking with milestone management
Portfolio optimization and resource allocation
Resource and capacity planning tools
Investment prioritization across portfolios
Cross-functional strategy alignment
Strategic risk integration

Initiative & Portfolio Management screenshot

Reporting & Analytics

Generate automated strategic reports and leverage AI-powered analytics for stakeholder communication and strategic decision-making.

Cross-Functional Strategy Collaboration

Unite teams around common strategic objectives with collaborative planning tools, stakeholder alignment features, and transparent progress tracking that keeps everyone focused on strategic priorities.

Executive strategy reporting and presentations
Automated reports for board meetings and investor relations
AI-powered predictive strategy analytics
Stakeholder alignment and communication tools
Strategic partnership management
Competitive intelligence and market opportunity tracking

Complete Strategic Planning & Execution Integration

Essential Strategy integrates strategic planning, goal management, and performance tracking in a unified platform. Centralize strategic initiatives, KPI monitoring, and portfolio optimization while maintaining seamless integration with your existing business systems.

Free templates

Building an ERM or GRC software RFP?

Start with an editable Excel requirements workbook and a matching Word template. Use the Strategy tab when you need planning and logic models, and keep basic objective links even if you do not.

Get the free templates

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Join 100+ organizations running risk, compliance, and strategy in Essentials. Most teams are fully operational within 30 days.