PerformAI / Strategic planning software
How do you build a plan people can act on?
The short answer
Strategic planning software gives a plan structure: priorities, objectives, ownership, measures and a review horizon. PerformAI supports custom themes and Balanced Scorecard perspectives, then connects the plan to departmental and employee objectives so the plan can guide execution and performance discussions.
Book a PerformAI demo01 / The connected workflow
How do you structure a strategic plan in PerformAI?
An approved plan is the starting point. Its objectives become meaningful to employees when their contribution, measures and review responsibilities are explicit.
Define the plan and ownership
Set the plan’s scope, time horizon and accountable owners. Clarify which organizational units will contribute before adding a long list of objectives.
Organize themes or perspectives
Use custom strategic themes or the Balanced Scorecard option. Add objectives and measures that explain what success means within each theme.
Connect and review the plan
Link objectives to departmental and employee work, review the plan dashboard and request AI analysis to examine progress and gaps alongside the underlying measures.
Definition reference: Balanced Scorecard Institute: Strategic Planning Basics opens in a new tab. Background on strategic planning and management. Product workflows and examples on this page describe PerformAI.
02 / Worked example
Example: turn a broad priority into a usable plan
A broad priority such as “improve customer service” needs a measurable outcome and a defined contribution from the people delivering it.
| Plan element | Illustrative entry | Question it answers |
|---|---|---|
| Theme | Reliable customer service | What priority are we pursuing? |
| Objective | Resolve 85% of cases within two days by year end | What outcome will demonstrate progress? |
| Owner and initiative | Service director; redesign the escalation process | Who is accountable and what work is needed? |
| Employee contribution | Case owners complete follow-ups within one working day | How can each employee contribute? |
Treat the numbers as starting assumptions for discussion. Baselines, staffing, case mix and service quality should inform the real targets.
03 / What to ask in a demo
What to ask in a demo
Does the plan structure fit our organization?
Create one plan with your own themes and owners, then inspect the Balanced Scorecard alternative if it fits your planning method.
Are targets distinguishable from activity?
Ask the team to show an objective, its KPI or key result, and an initiative separately. Completing an initiative is not the same as achieving its intended result.
Can employees see their contribution?
Follow an organizational objective into departmental and employee objectives rather than ending the demonstration at the plan summary.
04 / Questions & answers
Questions & answers
How is strategic planning different from strategy execution?
Planning establishes priorities, outcomes and how to measure them. Execution coordinates the people and work needed to deliver those outcomes, then adjusts based on progress. PerformAI connects those stages through objectives, measures and reviews.
Do we have to use Balanced Scorecard?
No. The PerformAI plan builder supports custom themes as well as Balanced Scorecard perspectives. The right structure depends on how your organization defines and reviews strategy.
Does AI replace the strategy owner?
No. Plan analysis can support examination of progress and gaps. Leaders still choose priorities, validate assumptions, assign ownership and decide which actions to take.
Connect your strategy to employee performance.
Bring a strategic objective and an employee performance process. See how they connect in a PerformAI walkthrough.