One plan
across every business unit, region and site, in your company’s own words
One owner
on every strategic initiative, with progress posted by the people doing the work
30 to 60 days
from a free sandbox to live, with training and support from our team
THE SITUATION
Why do company strategic plans stall after the planning session?
Most leadership teams leave the offsite with a plan they believe in. The trouble starts on Monday, when that plan has to compete with the day-to-day work of every business unit and nobody owns keeping it current.
The plan lives in a deck
It gets presented once, then sits in slides and a spreadsheet that one person tries to keep up to date.
Updates show up the week before
Before every quarterly review, someone chases each leader for a status and stitches the answers together by hand.
Progress lives in silos
Each business unit reports its own way, so it’s hard to see how the company as a whole is doing.
The reason gets lost
A number turns red, and nobody knows why until someone asks about it in the meeting.
If the plan only gets updated the week before the review, you’re looking back at the quarter instead of steering it.
ONE PLAN, EVERY BUSINESS UNIT
How do you connect company goals to the work in every business unit?
Corporate strategic planning works when every team can see how its work connects to the company plan. Load the plan your leadership team approved, then link each business unit’s goals and initiatives to the company priority they support. Their progress adds up, so the company goal moves when the work under it moves.
Your framework, your words. Priorities, objectives, key results, initiatives or whatever your company calls each level.
Every part of the company has a place. Business units, regions, sites and functions, as deep as your organization goes.
One owner on every initiative. So everyone knows who gives the update and who to call.
Progress adds up on its own. When a business unit moves, the company priority above it moves too.
VISIBILITY
Who enters the progress updates?
The owner of each initiative. They get a reminder by email and in VisionSync, with Microsoft Teams and Slack reminders in beta, and post a quick update with a short note on why.
How does leadership see where things stand?
Live dashboards and heatmaps by business unit, region, site, priority or owner. You can see what’s on track and what’s behind, then click straight into the work and the owner’s latest note.
Can we track KPIs in VisionSync?
Yes, through your initiatives. Set each initiative’s target around the KPI it’s meant to move, then report progress against that target every review period.
Can we just ask where the plan stands?
PulseIQ, our planning AI, is in beta. Ask a question about your plan and get an answer from your own data. It’s optional and off unless you turn it on.
THE UPDATE
What should a strategic initiative update include?
Three things: where the work stands against its target, whether the owner thinks it’s on track, and a short note on why. In VisionSync, owners post all three on one screen, and the note is required, so leadership gets the reason along with the number.
The reminder comes to them. By email and in VisionSync, and again if the update is late. Microsoft Teams and Slack reminders are in beta.
Owners see their own work first. Their personal workspace opens on the initiatives they own, so a regional manager with four initiatives sees those four.
The history stays with the work. When someone changes roles or leaves, the next owner sees every update, file and note that came before.
THE QUARTERLY REVIEW
How do you build a quarterly business review from the strategic plan?
Pull it straight out of the plan. Because owners update as they go, the progress report is current the day your executive team needs it, with each owner’s latest note already in it.
Tag the initiatives behind each priority or board topic, then export a PDF for the whole company or for any part of your organization structure, such as one business unit or region. Board members and investors usually read it as a PDF without needing a login, and anyone who wants to look between meetings can have read-only access.
USE CASES
What companies run in VisionSync
Company strategic plan
The plan your leadership team approved, with every priority, goal and initiative in one place and one owner on each. Explore our strategic initiative software
Business unit and regional plans
Each business unit or region runs its own plan and connects it to the company priorities it supports.
Annual operating plan
This year’s operating plan runs beside the multi-year strategic plan, each on its own calendar and review cycle.
Objectives and key results
Name the levels objectives and key results, set a target for each quarter, and keep OKRs connected to the bigger plan.
Multi-site rollouts
A new standard, system or service rolled out site by site, with each site’s progress and owner in one view.
Acquisition integration
The workstreams for bringing a newly acquired company on board, tracked alongside the main plan.
PROOF
A rollout only works if people keep updating the plan after launch. Here’s what that looked like for one customer.
CUSTOMER STORY
Greater Omaha Chamber
The Greater Omaha Chamber, the regional business organization for the Omaha area, went from contract to full rollout in 30 days with a team of 25, implementation and training included.
In 2025, the team tracked progress on more than 90% of the initiatives in its 73-initiative plan.
30 days
from contract to full rollout
25
people on the team
73
initiatives in the plan
90%+
of initiatives with progress tracked in 2025
Greater Omaha Chamber
University of Nebraska System
University of Nebraska Medical Center
University of Nebraska at Omaha
Pittsburg State University
Women’s Fund of Omaha
Across all VisionSync customers: 963 people in 9 organizations track more than 4,300 initiatives.
GETTING STARTED
From a free sandbox to your first quarterly review
Most companies are up and running in 30 to 60 days. We start with a free sandbox and set up your plan with your team, and contracts and procurement usually happen along the way, so nothing waits on paperwork.
When you go live, everything you set up comes with you. Your leaders add their initiatives, and we help with training and open office hours until the first updates are in. For most companies, IT only needs to help with single sign-on.
WHAT IT COSTS TO RUN
Every customer gets every feature
A single-site company gets exactly the same platform as one with a dozen business units, including PulseIQ.
Included
Implementation, training, ongoing support, every feature, as many plans as you need, and CSV and PDF export. API data access is an optional add-on.
Priced by seat tier
You pay for a range of seats rather than each person, plus a one-time implementation fee.
Single sign-on setup
A separate one-time fee, since connecting it is setup work on our side. Email and password sign-in is always included.
SECURITY AND PRIVACY
What your IT and security teams will ask
SSO through whatever identity provider you already run, role-based permissions, and control over who can see which plans. The accessibility work is aligned to WCAG 2.2 Level AA, and we can send a VPAT and security documentation over for your review.
WCAG 2.2 AA
Section 508
SSO and SAML
Role-based access
Domain whitelisting
Plan visibility controls
Encrypted in transit
What lives in VisionSync
Your strategic plan, its owners and their progress updates. Your financials and customer records stay in the systems your teams already use.
PulseIQ, in beta
Private by design
Your data stays yours
Your plans and AI conversations are never used to train underlying AI models.
Isolated to your organization
Every request is restricted to your organization’s data, with tenant-level isolation.
Tied to the person asking
Conversations stay private to the person who started them.
FAQ
What is strategic planning software for businesses?
It's software that keeps a company's strategic plan moving after it's approved, which is why it's also called strategy execution or strategy management software. VisionSync holds your plan in your own words, gives every strategic initiative an owner, reminds owners to post a quick update on a regular schedule, and builds progress reports for leadership and the board from those updates.
How do you track strategic initiatives across business units?
Put every business unit, region and site into one organization structure, assign each strategic initiative an owner and a target, and connect it to the company goal it supports. Owners post progress on a regular schedule, and leadership sees it by business unit, region or priority. Our guide to strategic initiative software walks through what each initiative should include.
Can we run OKRs in VisionSync?
Yes. Name the levels of your plan objectives and key results, set a target for each review period, and owners update against it. Many companies keep OKRs under their longer-term strategic priorities so the quarterly work connects to the bigger plan.
Can we run an annual operating plan alongside the strategic plan?
Yes, with no limit and no extra fee for additional plans. Each plan has its own structure, fiscal or calendar year and review cycle, so a three-year strategic plan, this year's operating plan and an integration plan can run side by side.
Can we move our strategic plan out of spreadsheets?
Yes. During setup, our team loads your framework, organization structure and users from your plan document or spreadsheet. Bring the file to the demo and we'll walk through what we load and what your team adds.
Do board members or investors need a login?
Usually not. Most read the progress report as a PDF. Anyone who wants to look at the plan between meetings can have read-only access.
Does VisionSync connect to our other systems?
VisionSync has a public API, and custom integrations can be built for a fee. Reminders go out by email and in VisionSync, with Microsoft Teams and Slack reminders in beta. Most companies keep financial and operational data where it already lives and use VisionSync for the plan that data supports.
How long does implementation take?
Most companies are up and running in 30 to 60 days. It starts with a free sandbox where we set up your plan with you, contracts and procurement usually happen at the same time, and we help with training until your first updates are in.
How much does it cost?
VisionSync is priced by seat tier with a one-time implementation fee, and every customer gets every feature. Single sign-on setup is a separate one-time fee, and the pricing page explains the process.
Do we have to use the AI?
No. PulseIQ is in beta and off unless you turn it on. When it's on, it works only from your own plan data, and your plans and conversations are never used to train underlying AI models.
Bring your strategic plan and we’ll show you what it looks like with owners, regular updates and a quarterly report built from them. It takes 30 minutes, and if it’s worth a closer look, we’ll set up a free sandbox.
