Strategic Planning & Execution Blog

Learn how Elate helps higher education institutions break down silos, empower leaders, and track progress toward their long-term goals for impactful results.

Discover how strategic themes can bridge the gap between your company's culture and its goals. Learn best practices for aligning employees with the organizational strategy, fostering engagement, and driving meaningful results.

We dive into 6 types of strategic objectives you want to avoid in your strategic plan - and how to course correct them.

Edition 25 breaks down best practices for transitioning quarters and how you can provide more transparency and visibility in your organization

While performance management tools undeniably play a vital role for People/HR teams, there's a noticeable disconnect when attempting to integrate them for building, executing, and reviewing your company's strategy, often setting up both your strategy and employees for failure.

Most leaders are quick to share that they need to improve their company's strategic planning processes, but many hesitate on taking action. We dive into the top 4 reasons, and how to overcome those.

From crafting your weekly leadership team report to structuring the perfect meeting agenda and beyond, 3 tips to ensure you’re supporting your strategy effectively.

In edition 18, we delve into the Outcomes vs. Outputs, their roles within your strategy, and share the recommended percentage allocation you should aim for.

If you're aiming to change the trajectory of your business in 2024, you must be willing to revisit the framework in place today. Here's why.

From setting Objectives to Leadership prioritization and more, Edition 11 is packed with tips to help you execute in Q4 and beyond. Welcome to The Pulse.

Is your strategic planning process hurting your company culture? Here are three symptoms to help you diagnose and fix it.

How does strategic planning impact company culture? We explore that question and more in edition #9 of The Pulse.

While strategic planning often follows the path of people, process, solution, the reality is that sitting above it all is the culture you are building by involving employees in the process. Here's why.

Performance Management Tools serve a vital role for HR teams, however many companies try to utilize these platforms for strategic planning. Here's why you shouldn't.

Strategic planning season is here, and Brooks shares his top-10 planning tips to help set up 2024 on the right foot.

Edition 43: Three ways the best strategy leaders are innovating and rethinking strategy execution during a period of rapid, global change.

Too many KPIs, not enough clarity? Edition #41 dives into how to align your strategic plan with meaningful metrics—and keep your team focused on outcomes.

Employees are tired of updating their Objectives, and it's leading to misalignment. Discover why update fatigue happens, how to communicate the ‘why’ behind updates, and how to keep your strategy execution on track.

Many organizations struggle to define success in their Strategic Plans, leading to misalignment and confusion. Learn the critical difference between Objectives and Tactics, and how clarity can drive execution in 2025.

Edition 38 dives into how to balance the urgent vs. the important and covers things like the urgency trap, shifting from to-do lists to outcome-driven work, and more

Cross-functional misalignment doesn’t just create headaches—it can derail major objectives, from launching a new product to hitting revenue goals. That’s why 2025 needs to be the year we get serious about creating structure for how teams collaborate and execute.

Pulse 36: Finding strategic success in 2025. Without intentional rituals, even the best-laid plans can (and will) fall into the trap of static dashboards and endless task lists.

Edition 35: Many organizations are struggling with as we approach 2025: the proliferation of supposed strategy through task-tracking. Here is how to combat that.

Edition 34 shares three key takeaways from Elate's Leadership Offsite to help you set up your company's strategic planning offsite for success.

Edition 33: 2025 is just around the corner, and the best way to prepare is by ensuring your leadership team stays focused, revisits the plan, and aligns around priorities.

In the 32nd edition of The Pulse, we dive into real-life examples of companies doing strategic planning at a world-class level.

Strategy and operations leaders have a huge opportunity heading into 2025 strategic planning season - which we cover in this edition of The Pulse.

Announcing Blueprint Live, a four-part live series designed t level up Strategy and Operations Leaders as we head into planning season.

Creating a unified view of strategy and execution has many benefits that will be felt across the organization. We dive into those in edition #29 of The Pulse.

Elate’s new Integrations Library connects 60+ CRM and ticketing tools—like Salesforce, HubSpot, Jira, and Zendesk—directly to your strategic plan. Learn how this major enhancement helps Strategy & Operations Leaders automate updates, improve visibility, and drive faster decisions.

Discover Insights, Elate’s new feature that empowers Strategy and Operations leaders to proactively manage risks, connect data, and streamline strategy execution. Shift from a reactive to proactive approach, keeping your team on the most efficient path to success.

Learn about Elate's latest product updates, including Advanced Reporting Templates and Upgrades, Launchpad, Custom Branding Upgrades, our Insights Beta, and more.

Learn about Elate's latest product updates, including All-New Outcomes, a revamped Microsoft Teams app, Advanced Reporting enhancements, and more.

December's product update includes huge upgrades to Hierarchy View and Advanced Reporting - plus an all-new Smartsheet integration.

Read about the strategic partnership between Elate and Velocity Advisory Group and what it means for the future of strategic planning.

If you're aiming to change the trajectory of your business in 2024, you must be willing to revisit the framework in place today. Here's why.

Performance Management Tools serve a vital role for HR teams, however many companies try to utilize these platforms for strategic planning. Here's why you shouldn't.

September 2023, one of Elate's biggest releases to date, included all-new Hierarchy View, Advanced Reporting Exports, and more.

We discuss 3 key ways Elate helps strike the right balance between planning for tomorrow while executing today.

Tactics bridges the gap between high-level strategy and daily execution. By aligning daily work with long-term goals and providing visibility into progress, Tactics empowers teams to execute their game plan effectively

We're excited to announce our Series A round of funding!

Elate is excited to announce our SOC 2 Certification!

There is not a one size fits all roadmap or blueprint to follow to achieve your company vision. So, how do you most effectively communicate to your team “Where are we going and how are we going to get there?”

We are thrilled to announce season three of Aspiring Ops, and our partnership with the On Deck Chief of Staff Fellowship.

Elate’s new Integrations Library connects 60+ CRM and ticketing tools—like Salesforce, HubSpot, Jira, and Zendesk—directly to your strategic plan. Learn how this major enhancement helps Strategy & Operations Leaders automate updates, improve visibility, and drive faster decisions.

Discover Insights, Elate’s new feature that empowers Strategy and Operations leaders to proactively manage risks, connect data, and streamline strategy execution. Shift from a reactive to proactive approach, keeping your team on the most efficient path to success.

Learn about Elate's latest product updates, including Advanced Reporting Templates and Upgrades, Launchpad, Custom Branding Upgrades, our Insights Beta, and more.

Learn about Elate's latest product updates, including All-New Outcomes, a revamped Microsoft Teams app, Advanced Reporting enhancements, and more.

December's product update includes huge upgrades to Hierarchy View and Advanced Reporting - plus an all-new Smartsheet integration.

September 2023, one of Elate's biggest releases to date, included all-new Hierarchy View, Advanced Reporting Exports, and more.

Tactics bridges the gap between high-level strategy and daily execution. By aligning daily work with long-term goals and providing visibility into progress, Tactics empowers teams to execute their game plan effectively

Elate is excited to announce our SOC 2 Certification!

In this blog, we’re going to spotlight three of the ways that Elate can help Salesforce users pull key insights from their data and get more out of their reporting.

QuickBooks is one of the leading accounting software for small businesses and startups. Here are three reasons why using Elate’s QuickBooks integration can help paint the entire picture of everything that’s happening in your business, all in one place.

Get a pulse check on everything from inbound opportunities to current pipeline with a single glance at your dashboard. Here are three reasons why integrating HubSpot with Elate will skyrocket your productivity.

Today we are incredibly elated to announce the launch of our 30 Day Free Trial! All you need is your email, and our pre-built dashboards will do the rest of the work.

Read about actions we took and how we refocused our team to adjust our product strategy to the new normal.

Conditions in the market have drastically changed. Does that mean your product strategy should too? Here are some of our observations.