Strategic Planning & Execution Blog

Articles and insights to help you make strategic planning a competitive advantage

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4 Reasons Leaders Hesitate to Improve Strategic Planning Processes

While an overwhelming majority of leaders are quick to share that their company’s strategic planning process needs improved, there is often hesitation in taking action. We break down the four common barriers that hinder organizations from reaching their full potential in strategic planning.
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The Pulse
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Prioritizing What Matters in a World Obsessed with Urgency
Prioritizing What Matters in a World Obsessed with Urgency
3 Proven Ways to Align Teams Around Shared Goals for 2025
3 Proven Ways to Align Teams Around Shared Goals for 2025
Rituals Drive Results: Unlocking Strategic Success in 2025
Rituals Drive Results: Unlocking Strategic Success in 2025
Shifting from Transactional Tasks to Purposeful Work
Shifting from Transactional Tasks to Purposeful Work
3 Takeaways from Elate's Leadership Offsite
3 Takeaways from Elate's Leadership Offsite
Accelerate Further, Recover Faster
Accelerate Further, Recover Faster
Introducing Insights: The Risk Assessment Tool for Strategy Leaders
Introducing Insights: The Risk Assessment Tool for Strategy Leaders
Building a Foundation for Strategic Success with HEAPY
Building a Foundation for Strategic Success with HEAPY
Why 2025 Planning Must Be A Priority
Why 2025 Planning Must Be A Priority
How Themes Help Connect Your Culture with Strategy
How Themes Help Connect Your Culture with Strategy
Announcing Blueprint Live, a Four-Part Series
Announcing Blueprint Live, a Four-Part Series
Creating a Unified View of Strategy and Execution
Creating a Unified View of Strategy and Execution
6 Unhealthy Types of Strategic Objectives (and How to Fix Them)
6 Unhealthy Types of Strategic Objectives (and How to Fix Them)
Part 2: Planning for Success in the Home Stretch
Part 2: Planning for Success in the Home Stretch
Part 1: Planning for Success in the Home Stretch
Part 1: Planning for Success in the Home Stretch
How Themes Help Connect Your Culture with Strategy
How Themes Help Connect Your Culture with Strategy
How Themes Help Connect Your Culture with Strategy
How Themes Help Connect Your Culture with Strategy
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.
6 Unhealthy Types of Strategic Objectives (and How to Fix Them)
6 Unhealthy Types of Strategic Objectives (and How to Fix Them)
6 Unhealthy Types of Strategic Objectives (and How to Fix Them)
6 Unhealthy Types of Strategic Objectives (and How to Fix Them)
We dive into 6 types of strategic objectives you want to avoid in your strategic plan - and how to course correct them.
Quarterly Transitions: Building Momentum Heading Into H2
Quarterly Transitions: Building Momentum Heading Into H2
Quarterly Transitions: Building Momentum Heading Into H2
Quarterly Transitions: Building Momentum Heading Into H2
Edition 25 breaks down best practices for transitioning quarters and how you can provide more transparency and visibility in your organization
How Does Performance Management Fit Within Strategic Planning?
How Does Performance Management Fit Within Strategic Planning?
How Does Performance Management Fit Within Strategic Planning?
How Does Performance Management Fit Within Strategic Planning?
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.
4 Reasons Leaders Hesitate to Improve Strategic Planning Processes
4 Reasons Leaders Hesitate to Improve Strategic Planning Processes
4 Reasons Leaders Hesitate to Improve Strategic Planning Processes
4 Reasons Leaders Hesitate to Improve Strategic Planning Processes
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.
The Thick of It: Defining Your Operating Rhythm
The Thick of It: Defining Your Operating Rhythm
The Thick of It: Defining Your Operating Rhythm
The Thick of It: Defining Your Operating Rhythm
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.
The Polarizing Debate Between Outcomes and Outputs
The Polarizing Debate Between Outcomes and Outputs
The Polarizing Debate Between Outcomes and Outputs
The Polarizing Debate Between Outcomes and Outputs
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.
The Imperative of Acting on Your 2024 Strategy Today
The Imperative of Acting on Your 2024 Strategy Today
The Imperative of Acting on Your 2024 Strategy Today
The Imperative of Acting on Your 2024 Strategy Today
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.
The Problem With Setting Fluffy Objectives
The Problem With Setting Fluffy Objectives
The Problem With Setting Fluffy Objectives
The Problem With Setting Fluffy Objectives
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.
3 Reasons Your Strategic Planning Is Hurting Your Culture
3 Reasons Your Strategic Planning Is Hurting Your Culture
3 Reasons Your Strategic Planning Is Hurting Your Culture
3 Reasons Your Strategic Planning Is Hurting Your Culture
Is your strategic planning process hurting your company culture? Here are three symptoms to help you diagnose and fix it.
Shaping Company Culture Through Strategic Planning
Shaping Company Culture Through Strategic Planning
Shaping Company Culture Through Strategic Planning
Shaping Company Culture Through Strategic Planning
How does strategic planning impact company culture? We explore that question and more in edition #9 of The Pulse.
How Strategic Planning Impacts Your Company's Culture
How Strategic Planning Impacts Your Company's Culture
How Strategic Planning Impacts Your Company's Culture
How Strategic Planning Impacts Your Company's Culture
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 vs. Elate: What's the Difference?
Performance Management Tools vs. Elate: What's the Difference?
Performance Management Tools vs. Elate: What's the Difference?
Performance Management Tools vs. Elate: What's the Difference?
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.
10 Do's and Don'ts For 2024 Strategic Planning
10 Do's and Don'ts For 2024 Strategic Planning
10 Do's and Don'ts For 2024 Strategic Planning
10 Do's and Don'ts For 2024 Strategic Planning
Strategic planning season is here, and Brooks shares his top-10 planning tips to help set up 2024 on the right foot.
3 Tips on Closing Out 2023 Strong While Planning for 2024
3 Tips on Closing Out 2023 Strong While Planning for 2024
3 Tips on Closing Out 2023 Strong While Planning for 2024
3 Tips on Closing Out 2023 Strong While Planning for 2024
We discuss 3 key ways Elate helps strike the right balance between planning for tomorrow while executing today.
Top 5 Aspiring Ops Episodes of All-Time
Top 5 Aspiring Ops Episodes of All-Time
Top 5 Aspiring Ops Episodes of All-Time
Top 5 Aspiring Ops Episodes of All-Time
Starting with the fifth-most popular episode, we will be counting down to the top episode and delving back into the wisdom shared by each guest that helped make each episode so popular. 
4 Ways a Chief of Staff Can Lead the Transition from Strategic Planning to Execution
4 Ways a Chief of Staff Can Lead the Transition from Strategic Planning to Execution
4 Ways a Chief of Staff Can Lead the Transition from Strategic Planning to Execution
4 Ways a Chief of Staff Can Lead the Transition from Strategic Planning to Execution
The Chief of Staff role is pivotal for ensuring that a company can effectively transition its strategy from planning to execution. Here are 4 keys to ensure a successful transition.
Aspiring Ops Advice: What to Expect in the Chief of Staff Role
Aspiring Ops Advice: What to Expect in the Chief of Staff Role
Aspiring Ops Advice: What to Expect in the Chief of Staff Role
Aspiring Ops Advice: What to Expect in the Chief of Staff Role
It’s more important than ever for companies and candidates to have a clear understanding of what the Chief of Staff position entails.
Announcing Season Three of Aspiring Ops & On Deck Partnership
Announcing Season Three of Aspiring Ops & On Deck Partnership
Announcing Season Three of Aspiring Ops & On Deck Partnership
Announcing Season Three of Aspiring Ops & On Deck Partnership
We are thrilled to announce season three of Aspiring Ops, and our partnership with the On Deck Chief of Staff Fellowship.
The SaaS Chief of Staff: Learnings from Season Two of Aspiring Ops
The SaaS Chief of Staff: Learnings from Season Two of Aspiring Ops
The SaaS Chief of Staff: Learnings from Season Two of Aspiring Ops
The SaaS Chief of Staff: Learnings from Season Two of Aspiring Ops
The Chief of Staff position has grown into an essential role to help accelerate growth and amplify the impact of leadership.
Leader Over Company? The Importance of Choosing the Right Principal in the Chief of Staff Role
Leader Over Company? The Importance of Choosing the Right Principal in the Chief of Staff Role
Leader Over Company? The Importance of Choosing the Right Principal in the Chief of Staff Role
Leader Over Company? The Importance of Choosing the Right Principal in the Chief of Staff Role
Whether it’s your first time stepping into a Chief of Staff role or you have past experience, understanding what’s needed of the role and your fit is critical. 
Best Strategic Planning Software for High Growth Companies
Best Strategic Planning Software for High Growth Companies
Best Strategic Planning Software for High Growth Companies
Best Strategic Planning Software for High Growth Companies
With the rise in platforms built to help drive efficiency and effectiveness across your business, strategy and ops is quickly becoming one of the key ingredients for finding and replicating areas of growth across your business.
Building OKR Templates for Employees
Building OKR Templates for Employees
Building OKR Templates for Employees
Building OKR Templates for Employees
The idea of implementing an operating framework for growth at any company can be overwhelming. From executive level buy-in to rolling out a structure across every team, it can be a tall task for even the best strategy and operations leaders.
Three Ways to Improve Execution of Your Strategic Plan
Three Ways to Improve Execution of Your Strategic Plan
Three Ways to Improve Execution of Your Strategic Plan
Three Ways to Improve Execution of Your Strategic Plan
Execute and track your strategic plan more effectively with these three tips.
Calendly's Mission Statement for Operations (And How You Can Apply It To Your Team)
Calendly's Mission Statement for Operations (And How You Can Apply It To Your Team)
Calendly's Mission Statement for Operations (And How You Can Apply It To Your Team)
Calendly's Mission Statement for Operations (And How You Can Apply It To Your Team)
Russell Lester, CFO of Calendly, explains how teams can drive growth and efficiency in SaaS.
Value of Creating A Successful Executive Scorecard
Value of Creating A Successful Executive Scorecard
Value of Creating A Successful Executive Scorecard
Value of Creating A Successful Executive Scorecard
After meeting with hundreds of operations leaders, we put together a few key steps to help you successfully build and implement an executive scorecard for your company. 
How to Create An Accountability Culture on Day Zero
How to Create An Accountability Culture on Day Zero
How to Create An Accountability Culture on Day Zero
How to Create An Accountability Culture on Day Zero
Company culture. It’s a frequent topic of conversation in the startup scene, but how is it defined? Read more.
Three Reasons to Look Internally for Your Chief of Staff 
Three Reasons to Look Internally for Your Chief of Staff 
Three Reasons to Look Internally for Your Chief of Staff 
Three Reasons to Look Internally for Your Chief of Staff 
Whether you’re a hiring manager looking for validation or an Ops Leader looking for guidance, here are three reasons why companies should look internally for their Chief of Staff. 
Two Warning Signs Your Startup Needs A Chief of Staff
Two Warning Signs Your Startup Needs A Chief of Staff
Two Warning Signs Your Startup Needs A Chief of Staff
Two Warning Signs Your Startup Needs A Chief of Staff
At this point, we feel pretty confident in saying that the Chief of Staff role is here to stay. But don’t just take our word for it, here's what the pros have to say.
Three Pieces of Expert Advice for Chiefs of Staff
Three Pieces of Expert Advice for Chiefs of Staff
Three Pieces of Expert Advice for Chiefs of Staff
Three Pieces of Expert Advice for Chiefs of Staff
We made sure to ask each Chief of Staff we interviewed for the advice they’d give to anyone getting started in the role. Read on to learn what they had to say.
6 Unhealthy Types of Strategic Objectives (and How to Fix Them)
6 Unhealthy Types of Strategic Objectives (and How to Fix Them)
6 Unhealthy Types of Strategic Objectives (and How to Fix Them)
6 Unhealthy Types of Strategic Objectives (and How to Fix Them)
We dive into 6 types of strategic objectives you want to avoid in your strategic plan - and how to course correct them.
4 Reasons Leaders Hesitate to Improve Strategic Planning Processes
4 Reasons Leaders Hesitate to Improve Strategic Planning Processes
4 Reasons Leaders Hesitate to Improve Strategic Planning Processes
4 Reasons Leaders Hesitate to Improve Strategic Planning Processes
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.
Pros and Cons of the OKRs Framework
Pros and Cons of the OKRs Framework
Pros and Cons of the OKRs Framework
Pros and Cons of the OKRs Framework
What is the OKR Framework and should you be using it? We break down the pros and cons of using OKRs to set your company goals.
How to Get Started Writing Objectives
How to Get Started Writing Objectives
How to Get Started Writing Objectives
How to Get Started Writing Objectives
Writing good objectives is key to an effective strategic planning process. Follow our 3 step process to create clarity for your team.
Key Performance Indicator (KPI) vs. Key Result (KR)
Key Performance Indicator (KPI) vs. Key Result (KR)
Key Performance Indicator (KPI) vs. Key Result (KR)
Key Performance Indicator (KPI) vs. Key Result (KR)
This post explores the difference of a KPI and a Key Result, and shares some examples of each.
Beginner's Guide to the OKR SaaS World
Beginner's Guide to the OKR SaaS World
Beginner's Guide to the OKR SaaS World
Beginner's Guide to the OKR SaaS World
One of the hottest trends for Strategy & Ops leaders in SaaS has been implementing an OKR goal-setting framework.
OKR Software for Startups: The Do's and Don'ts
OKR Software for Startups: The Do's and Don'ts
OKR Software for Startups: The Do's and Don'ts
OKR Software for Startups: The Do's and Don'ts
As we head into the fall planning season, here are the do's and don'ts for those looking to learn how to set your team up for success in rolling out a platform.
OKR Examples for Software Developers
OKR Examples for Software Developers
OKR Examples for Software Developers
OKR Examples for Software Developers
When creating a software engineering OKR, it is important to determine how it will serve the overall company direction and company objectives.
Customer Success OKR Examples
Customer Success OKR Examples
Customer Success OKR Examples
Customer Success OKR Examples
Setting customer success team OKRs can feel a bit overwhelming. Align your team with these customer support goals and objectives.
The Most Overlooked OKR Best Practices
The Most Overlooked OKR Best Practices
The Most Overlooked OKR Best Practices
The Most Overlooked OKR Best Practices
There are a lot of misconceptions about OKRs, and this has led many companies to experience challenges with OKRs they weren't expecting.
Three Keys to Effectively Implement OKRs
Three Keys to Effectively Implement OKRs
Three Keys to Effectively Implement OKRs
Three Keys to Effectively Implement OKRs
Implementing OKRs requires an understanding of the long-term value and buy-in that the process will continue evolving as your company grows.
Product OKRs Your Team Will Love
Product OKRs Your Team Will Love
Product OKRs Your Team Will Love
Product OKRs Your Team Will Love
It is often challenging to come up with the right OKRs for your product team. Here are some OKRs that can get you started.
Planning and Setting OKRs
Planning and Setting OKRs
Planning and Setting OKRs
Planning and Setting OKRs
With Q4 and annual planning right around the corner, it's the time of year where goal-setting frameworks become front and center for companies.
Settling the Debate Between OKR vs KPI
Settling the Debate Between OKR vs KPI
Settling the Debate Between OKR vs KPI
Settling the Debate Between OKR vs KPI
As more and more companies look to implement real OKR examples at their companies, they are trying to figure out how OKRs and KPIs or MBOs work together.
The Importance of Setting High Growth Software Company Objectives
The Importance of Setting High Growth Software Company Objectives
The Importance of Setting High Growth Software Company Objectives
The Importance of Setting High Growth Software Company Objectives
For strategy and operations leaders at high growth software companies, setting company objectives can be challenging. High growth software company objectives are often at the mercy of the ever-changing nature of the company's overall direction.
Top 5 Aspiring Ops Episodes of All-Time
Top 5 Aspiring Ops Episodes of All-Time
Top 5 Aspiring Ops Episodes of All-Time
Top 5 Aspiring Ops Episodes of All-Time
Starting with the fifth-most popular episode, we will be counting down to the top episode and delving back into the wisdom shared by each guest that helped make each episode so popular. 
Aspiring Ops Advice: Building a Culture of Operational Excellence in the Nonprofit Space
Aspiring Ops Advice: Building a Culture of Operational Excellence in the Nonprofit Space
Aspiring Ops Advice: Building a Culture of Operational Excellence in the Nonprofit Space
Aspiring Ops Advice: Building a Culture of Operational Excellence in the Nonprofit Space
Strategy and Operations Leaders play a key role in the Nonprofit landscape. Hear some key takeaways on how Josh and Keith bring their team members together to unite around common goals.
Aspiring Ops Advice: Reinforcing Your Strategic Plan to Close Out the Year on a High Note
Aspiring Ops Advice: Reinforcing Your Strategic Plan to Close Out the Year on a High Note
Aspiring Ops Advice: Reinforcing Your Strategic Plan to Close Out the Year on a High Note
Aspiring Ops Advice: Reinforcing Your Strategic Plan to Close Out the Year on a High Note
With strategic plans constantly being adjusted throughout the year, here are three recommendations to ensure your company stays aligned & closes out the year on a high note.
Aspiring Ops Advice: How to Optimize for Success with Strategic Initiatives
Aspiring Ops Advice: How to Optimize for Success with Strategic Initiatives
Aspiring Ops Advice: How to Optimize for Success with Strategic Initiatives
Aspiring Ops Advice: How to Optimize for Success with Strategic Initiatives
Aspiring Ops Guests share tips on how they optimize strategic initiatives & why the right processes and technology can be just as important as the actual execution of your strategy.
Aspiring Ops Advice: What to Expect in the Chief of Staff Role
Aspiring Ops Advice: What to Expect in the Chief of Staff Role
Aspiring Ops Advice: What to Expect in the Chief of Staff Role
Aspiring Ops Advice: What to Expect in the Chief of Staff Role
It’s more important than ever for companies and candidates to have a clear understanding of what the Chief of Staff position entails.
Aspiring Ops Advice: How to Amplify the Impact of Your Principal in the Chief of Staff Role
Aspiring Ops Advice: How to Amplify the Impact of Your Principal in the Chief of Staff Role
Aspiring Ops Advice: How to Amplify the Impact of Your Principal in the Chief of Staff Role
Aspiring Ops Advice: How to Amplify the Impact of Your Principal in the Chief of Staff Role
Over the course of Season Three on Aspiring Ops, we heard from a number of Chiefs of Staff who have found ways to unlock opportunity and serve as a catalyst for growth by amplifying the impact of their principal. 
Aspiring Ops Advice: 3 Tips to Help Communicate Your Strategic Plan
Aspiring Ops Advice: 3 Tips to Help Communicate Your Strategic Plan
Aspiring Ops Advice: 3 Tips to Help Communicate Your Strategic Plan
Aspiring Ops Advice: 3 Tips to Help Communicate Your Strategic Plan
Aspiring Ops guests share some expert advice about the strategic planning process and what comes after your leadership team offsite.
Announcing Season Three of Aspiring Ops & On Deck Partnership
Announcing Season Three of Aspiring Ops & On Deck Partnership
Announcing Season Three of Aspiring Ops & On Deck Partnership
Announcing Season Three of Aspiring Ops & On Deck Partnership
We are thrilled to announce season three of Aspiring Ops, and our partnership with the On Deck Chief of Staff Fellowship.
The SaaS Chief of Staff: Learnings from Season Two of Aspiring Ops
The SaaS Chief of Staff: Learnings from Season Two of Aspiring Ops
The SaaS Chief of Staff: Learnings from Season Two of Aspiring Ops
The SaaS Chief of Staff: Learnings from Season Two of Aspiring Ops
The Chief of Staff position has grown into an essential role to help accelerate growth and amplify the impact of leadership.
Leader Over Company? The Importance of Choosing the Right Principal in the Chief of Staff Role
Leader Over Company? The Importance of Choosing the Right Principal in the Chief of Staff Role
Leader Over Company? The Importance of Choosing the Right Principal in the Chief of Staff Role
Leader Over Company? The Importance of Choosing the Right Principal in the Chief of Staff Role
Whether it’s your first time stepping into a Chief of Staff role or you have past experience, understanding what’s needed of the role and your fit is critical. 
Calendly's Mission Statement for Operations (And How You Can Apply It To Your Team)
Calendly's Mission Statement for Operations (And How You Can Apply It To Your Team)
Calendly's Mission Statement for Operations (And How You Can Apply It To Your Team)
Calendly's Mission Statement for Operations (And How You Can Apply It To Your Team)
Russell Lester, CFO of Calendly, explains how teams can drive growth and efficiency in SaaS.
How to Create An Accountability Culture on Day Zero
How to Create An Accountability Culture on Day Zero
How to Create An Accountability Culture on Day Zero
How to Create An Accountability Culture on Day Zero
Company culture. It’s a frequent topic of conversation in the startup scene, but how is it defined? Read more.
How to Simplify the Strategic Planning Process
How to Simplify the Strategic Planning Process
How to Simplify the Strategic Planning Process
How to Simplify the Strategic Planning Process
Emad ElShawa, Chief of Staff at Fundbox, shared how his team views the strategic planning process and offered his advice for other startup leaders on our Aspiring Ops interview series. Listen now.
Two Warning Signs Your Startup Needs A Chief of Staff
Two Warning Signs Your Startup Needs A Chief of Staff
Two Warning Signs Your Startup Needs A Chief of Staff
Two Warning Signs Your Startup Needs A Chief of Staff
At this point, we feel pretty confident in saying that the Chief of Staff role is here to stay. But don’t just take our word for it, here's what the pros have to say.
Three Pieces of Expert Advice for Chiefs of Staff
Three Pieces of Expert Advice for Chiefs of Staff
Three Pieces of Expert Advice for Chiefs of Staff
Three Pieces of Expert Advice for Chiefs of Staff
We made sure to ask each Chief of Staff we interviewed for the advice they’d give to anyone getting started in the role. Read on to learn what they had to say.
Prioritizing What Matters in a World Obsessed with Urgency
Prioritizing What Matters in a World Obsessed with Urgency
Prioritizing What Matters in a World Obsessed with Urgency
Prioritizing What Matters in a World Obsessed with Urgency
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
3 Proven Ways to Align Teams Around Shared Goals for 2025
3 Proven Ways to Align Teams Around Shared Goals for 2025
3 Proven Ways to Align Teams Around Shared Goals for 2025
3 Proven Ways to Align Teams Around Shared Goals for 2025
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.
Rituals Drive Results: Unlocking Strategic Success in 2025
Rituals Drive Results: Unlocking Strategic Success in 2025
Rituals Drive Results: Unlocking Strategic Success in 2025
Rituals Drive Results: Unlocking Strategic Success in 2025
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.
Shifting from Transactional Tasks to Purposeful Work
Shifting from Transactional Tasks to Purposeful Work
Shifting from Transactional Tasks to Purposeful Work
Shifting from Transactional Tasks to Purposeful Work
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.
3 Takeaways from Elate's Leadership Offsite
3 Takeaways from Elate's Leadership Offsite
3 Takeaways from Elate's Leadership Offsite
3 Takeaways from Elate's Leadership Offsite
Edition 34 shares three key takeaways from Elate's Leadership Offsite to help you set up your company's strategic planning offsite for success.
Accelerate Further, Recover Faster
Accelerate Further, Recover Faster
Accelerate Further, Recover Faster
Accelerate Further, Recover Faster
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.
Building a Foundation for Strategic Success with HEAPY
Building a Foundation for Strategic Success with HEAPY
Building a Foundation for Strategic Success with HEAPY
Building a Foundation for Strategic Success with HEAPY
In the 32nd edition of The Pulse, we dive into real-life examples of companies doing strategic planning at a world-class level.
Why 2025 Planning Must Be A Priority
Why 2025 Planning Must Be A Priority
Why 2025 Planning Must Be A Priority
Why 2025 Planning Must Be A Priority
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 Series
Announcing Blueprint Live, a Four-Part Series
Announcing Blueprint Live, a Four-Part Series
Announcing Blueprint Live, a Four-Part Series
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
Creating a Unified View of Strategy and Execution
Creating a Unified View of Strategy and Execution
Creating a Unified View of Strategy and Execution
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.
Part 2: Planning for Success in the Home Stretch
Part 2: Planning for Success in the Home Stretch
Part 2: Planning for Success in the Home Stretch
Part 2: Planning for Success in the Home Stretch
Now, after taking a step back and performing our retrospective, part two of this week’s Pulse sets the stage for actions that can be taken.
Part 1: Planning for Success in the Home Stretch
Part 1: Planning for Success in the Home Stretch
Part 1: Planning for Success in the Home Stretch
Part 1: Planning for Success in the Home Stretch
We dive into evaluating the first half of the year and cover the key questions to ask to audit your strategic planning processes. Next we'll discuss how to drive real change to head into the second half strong.
Announcing Blueprint: The Strategic Planning and Execution Summit for Leaders
Announcing Blueprint: The Strategic Planning and Execution Summit for Leaders
Announcing Blueprint: The Strategic Planning and Execution Summit for Leaders
Announcing Blueprint: The Strategic Planning and Execution Summit for Leaders
Over the past 4 years, we've aimed at building one of the top communities of Strategy and Operations Leaders. We call it Elation Nation. Now we’ll meet for the first time in-person at Blueprint in Indianapolis, IN.
Quarterly Transitions: Building Momentum Heading Into H2
Quarterly Transitions: Building Momentum Heading Into H2
Quarterly Transitions: Building Momentum Heading Into H2
Quarterly Transitions: Building Momentum Heading Into H2
Edition 25 breaks down best practices for transitioning quarters and how you can provide more transparency and visibility in your organization
Common Barriers to Leveling Up Strategic Planning
Common Barriers to Leveling Up Strategic Planning
Common Barriers to Leveling Up Strategic Planning
Common Barriers to Leveling Up Strategic Planning
We explore the top four common barriers to leveling up strategic planning and share how embracing change can pave the way for transformative strategic growth.
Introducing Insights: The Risk Assessment Tool for Strategy Leaders
Introducing Insights: The Risk Assessment Tool for Strategy Leaders
Introducing Insights: The Risk Assessment Tool for Strategy Leaders
Introducing Insights: The Risk Assessment Tool for Strategy Leaders
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.
Innovation Issue: Creating a Culture of Proactivity and Accountability
Innovation Issue: Creating a Culture of Proactivity and Accountability
Innovation Issue: Creating a Culture of Proactivity and Accountability
Innovation Issue: Creating a Culture of Proactivity and Accountability
Learn about Elate's latest product updates, including Advanced Reporting Templates and Upgrades, Launchpad, Custom Branding Upgrades, our Insights Beta, and more.
Innovation Issue: Driving Outcomes with Radically Simple Collaboration
Innovation Issue: Driving Outcomes with Radically Simple Collaboration
Innovation Issue: Driving Outcomes with Radically Simple Collaboration
Innovation Issue: Driving Outcomes with Radically Simple Collaboration
Learn about Elate's latest product updates, including All-New Outcomes, a revamped Microsoft Teams app, Advanced Reporting enhancements, and more.
Innovation Issue: Building and Executing a Highly Connected Strategic Plan
Innovation Issue: Building and Executing a Highly Connected Strategic Plan
Innovation Issue: Building and Executing a Highly Connected Strategic Plan
Innovation Issue: Building and Executing a Highly Connected Strategic Plan
December's product update includes huge upgrades to Hierarchy View and Advanced Reporting - plus an all-new Smartsheet integration.
Elate + Velocity Partnership: Transforming Strategic Planning
Elate + Velocity Partnership: Transforming Strategic Planning
Elate + Velocity Partnership: Transforming Strategic Planning
Elate + Velocity Partnership: Transforming Strategic Planning
Read about the strategic partnership between Elate and Velocity Advisory Group and what it means for the future of strategic planning.
The Imperative of Acting on Your 2024 Strategy Today
The Imperative of Acting on Your 2024 Strategy Today
The Imperative of Acting on Your 2024 Strategy Today
The Imperative of Acting on Your 2024 Strategy Today
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 vs. Elate: What's the Difference?
Performance Management Tools vs. Elate: What's the Difference?
Performance Management Tools vs. Elate: What's the Difference?
Performance Management Tools vs. Elate: What's the Difference?
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.
Innovation Issue: New Hierarchy View & Tactics Upgrades
Innovation Issue: New Hierarchy View & Tactics Upgrades
Innovation Issue: New Hierarchy View & Tactics Upgrades
Innovation Issue: New Hierarchy View & Tactics Upgrades
September 2023, one of Elate's biggest releases to date, included all-new Hierarchy View, Advanced Reporting Exports, and more.
3 Tips on Closing Out 2023 Strong While Planning for 2024
3 Tips on Closing Out 2023 Strong While Planning for 2024
3 Tips on Closing Out 2023 Strong While Planning for 2024
3 Tips on Closing Out 2023 Strong While Planning for 2024
We discuss 3 key ways Elate helps strike the right balance between planning for tomorrow while executing today.
Introducing Tactics: Bridging the Gap Between Strategy and Execution
Introducing Tactics: Bridging the Gap Between Strategy and Execution
Introducing Tactics: Bridging the Gap Between Strategy and Execution
Introducing Tactics: Bridging the Gap Between Strategy and Execution
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
Announcing Elate’s Series A Round of Funding: Serving Strategy and Operations Leaders
Announcing Elate’s Series A Round of Funding: Serving Strategy and Operations Leaders
Announcing Elate’s Series A Round of Funding: Serving Strategy and Operations Leaders
Announcing Elate’s Series A Round of Funding: Serving Strategy and Operations Leaders
We're excited to announce our Series A round of funding!
Announcing SOC 2 Compliance at Elate!
Announcing SOC 2 Compliance at Elate!
Announcing SOC 2 Compliance at Elate!
Announcing SOC 2 Compliance at Elate!
Elate is excited to announce our SOC 2 Certification!
Why Partner with Elate?
Why Partner with Elate?
Why Partner with Elate?
Why Partner with Elate?
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?”
Announcing Season Three of Aspiring Ops & On Deck Partnership
Announcing Season Three of Aspiring Ops & On Deck Partnership
Announcing Season Three of Aspiring Ops & On Deck Partnership
Announcing Season Three of Aspiring Ops & On Deck Partnership
We are thrilled to announce season three of Aspiring Ops, and our partnership with the On Deck Chief of Staff Fellowship.
Best Strategic Planning Software for High Growth Companies
Best Strategic Planning Software for High Growth Companies
Best Strategic Planning Software for High Growth Companies
Best Strategic Planning Software for High Growth Companies
With the rise in platforms built to help drive efficiency and effectiveness across your business, strategy and ops is quickly becoming one of the key ingredients for finding and replicating areas of growth across your business.
Introducing Insights: The Risk Assessment Tool for Strategy Leaders
Introducing Insights: The Risk Assessment Tool for Strategy Leaders
Introducing Insights: The Risk Assessment Tool for Strategy Leaders
Introducing Insights: The Risk Assessment Tool for Strategy Leaders
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.
Innovation Issue: Creating a Culture of Proactivity and Accountability
Innovation Issue: Creating a Culture of Proactivity and Accountability
Innovation Issue: Creating a Culture of Proactivity and Accountability
Innovation Issue: Creating a Culture of Proactivity and Accountability
Learn about Elate's latest product updates, including Advanced Reporting Templates and Upgrades, Launchpad, Custom Branding Upgrades, our Insights Beta, and more.
Innovation Issue: Driving Outcomes with Radically Simple Collaboration
Innovation Issue: Driving Outcomes with Radically Simple Collaboration
Innovation Issue: Driving Outcomes with Radically Simple Collaboration
Innovation Issue: Driving Outcomes with Radically Simple Collaboration
Learn about Elate's latest product updates, including All-New Outcomes, a revamped Microsoft Teams app, Advanced Reporting enhancements, and more.
Innovation Issue: Building and Executing a Highly Connected Strategic Plan
Innovation Issue: Building and Executing a Highly Connected Strategic Plan
Innovation Issue: Building and Executing a Highly Connected Strategic Plan
Innovation Issue: Building and Executing a Highly Connected Strategic Plan
December's product update includes huge upgrades to Hierarchy View and Advanced Reporting - plus an all-new Smartsheet integration.
Innovation Issue: New Hierarchy View & Tactics Upgrades
Innovation Issue: New Hierarchy View & Tactics Upgrades
Innovation Issue: New Hierarchy View & Tactics Upgrades
Innovation Issue: New Hierarchy View & Tactics Upgrades
September 2023, one of Elate's biggest releases to date, included all-new Hierarchy View, Advanced Reporting Exports, and more.
Introducing Tactics: Bridging the Gap Between Strategy and Execution
Introducing Tactics: Bridging the Gap Between Strategy and Execution
Introducing Tactics: Bridging the Gap Between Strategy and Execution
Introducing Tactics: Bridging the Gap Between Strategy and Execution
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
Announcing SOC 2 Compliance at Elate!
Announcing SOC 2 Compliance at Elate!
Announcing SOC 2 Compliance at Elate!
Announcing SOC 2 Compliance at Elate!
Elate is excited to announce our SOC 2 Certification!
Integration Spotlight: Elate + Salesforce
Integration Spotlight: Elate + Salesforce
Integration Spotlight: Elate + Salesforce
Integration Spotlight: Elate + Salesforce
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.
Integration Spotlight: Elate + QuickBooks
Integration Spotlight: Elate + QuickBooks
Integration Spotlight: Elate + QuickBooks
Integration Spotlight: Elate + QuickBooks
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.
Integration Spotlight: Elate + HubSpot
Integration Spotlight: Elate + HubSpot
Integration Spotlight: Elate + HubSpot
Integration Spotlight: Elate + HubSpot
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.
It's Launch Day at Elate!
It's Launch Day at Elate!
It's Launch Day at Elate!
It's Launch Day at Elate!
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.
Part 2: Adjusting Our Product Strategy
Part 2: Adjusting Our Product Strategy
Part 2: Adjusting Our Product Strategy
Part 2: Adjusting Our Product Strategy
Read about actions we took and how we refocused our team to adjust our product strategy to the new normal.
Part 1: Adjusting Our Product Strategy
Part 1: Adjusting Our Product Strategy
Part 1: Adjusting Our Product Strategy
Part 1: Adjusting Our Product Strategy
Conditions in the market have drastically changed. Does that mean your product strategy should too? Here are some of our observations.

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