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Strategy Product

Building and Activating Your Strategic Plan and Performance Indicators

We help government, private and nonprofit organizations turn the strategic plan from an approved document into a monitoring system that works every month. We connect objectives to initiatives, projects and KPIs, define ownership and update cadence, and provide dashboards and reports that show leadership where the organization stands and when to intervene.

Why a written plan is not enough

Many organizations invest heavily in drafting and approving a strategic plan, and the gap opens right after approval. Objectives stay in a document, departments run their initiatives separately, and data is gathered by hand from scattered files before every meeting.

Leadership ends up with a late or incomplete picture, and it becomes hard to tell an initiative that is delayed for a known reason from one that is stalled and needs a decision. A good plan is measured not only by how well it is written, but by whether the organization can track its execution and impact.

That is why we treat the strategic plan as an operating system with data, responsibilities and deadlines, not a file reviewed once a year. We build what gets used, not what sits in a drawer.

Linking objectives to initiatives and indicators

The core of the Strategy product is alignment. Every strategic objective links to the initiatives that deliver it, every initiative links to execution projects, an accountable owner and a timeline, and each level is measured by indicators with an actual value, a target and a trend.

This structure answers the questions that come up in every review meeting: which objectives are affected by this delayed project, who is responsible for updating this indicator, and does progress on initiatives reflect real movement on objectives?

Where the organization runs a project management office, this link becomes the bridge between strategic direction and daily delivery. See our PMO product to understand how initiatives become governed projects.

  • Clearly worded, measurable strategic objectives
  • Initiatives and projects linked to each objective with an accountable owner
  • KPIs with actual values, targets and a defined measurement cadence
  • Alignment with national priorities and Vision 2030 targets where relevant

Monitoring that supports decisions

Monitoring is more than a recurring meeting. Effective monitoring consolidates execution updates in one place, surfaces deviations and delays early, and prepares accurate outputs before executive meetings rather than at the last minute.

We provide dashboards that show the status of objectives, initiatives and indicators at a glance, and recurring reports that explain progress, deviations, causes and proposed actions. Early warnings highlight delayed initiatives and off-track indicators before they become problems.

For government entities, this discipline also supports readiness for the performance measurement requirements followed by the National Center for Performance Measurement (Adaa), because data becomes documented, current and tied to its owners.

Who this service is for

The service suits organizations with a clear strategic direction that need more disciplined, accurate monitoring, across the government, private and nonprofit sectors.

01

Entities with a plan but no unified monitoring

The plan is approved, but each department tracks it in its own way and tools. We unify the monitoring structure and data source so there is one picture of performance across the organization.

02

Entities that need clearer executive reporting

Reports arrive late or in formats that are hard to compare. We design recurring reports and dashboards that present progress, deviations and causes in a consistent, decision-ready format.

03

Entities managing initiatives across departments

Accountability tends to get lost in shared initiatives. We define a lead owner and supporting units for each initiative and indicator, and make clear who updates what and when.

04

Entities that want to reduce manual follow-up

Collecting data from files and messages before every meeting drains team time. We move monitoring into one system that reduces manual work and keeps a history of updates.

How we work: from plan to performance view

We apply our general methodology of understanding the need, configuring the solution, implementing and reviewing, broken into five steps suited to strategy work. See the full stages on our methodology page.

01

Review strategy and indicators

We review the existing strategic plan, or work with your team to build or realign it. We assess how objectives are worded, how clear initiatives are, and whether KPIs are measurable and backed by available data.

A review report covering strengths, gaps and the list of indicators to adopt or revise.
02

Build the monitoring structure

We build the links between objectives, initiatives, projects and indicators inside the Strategy product, configured around your organizational structure rather than a fixed template.

A configured monitoring structure linking each objective to its initiatives, projects and indicators.
03

Define ownership and update cadence

We assign an owner to every indicator and initiative, agree on update cadence, data sources and calculation methods, and set a review and approval path before data reaches leadership.

An ownership matrix, indicator definition cards and a monitoring calendar.
04

Launch and train users

We activate the system with your internal team, train indicator owners and department coordinators to update and read it, and support the first monitoring cycle until the routine settles.

Trained users and a live system running on real data in the first cycle.
05

Improve reports and meetings

After the first cycles we review data quality, report clarity and the effectiveness of review meetings, and recommend improvements to dashboards, indicators and agendas so they serve decisions better.

Improved reports and dashboards and a continuous improvement plan for monitoring.

What you receive

We focus on clear outputs your team can run and develop after configuration, with knowledge transfer before handover.

  • An activated strategic plan configured in the Strategy product
  • An alignment map linking objectives, initiatives, projects and KPIs
  • Indicator definition cards covering calculation, data source, target and cadence
  • An ownership matrix showing who is accountable for each objective, initiative and indicator
  • Dashboards for executive leadership and department levels
  • Recurring report templates explaining progress, deviations, causes and proposed actions
  • An early warning mechanism for delayed initiatives and off-target indicators
  • User training and short guides for indicator owners and coordinators

Expected timeline

Duration depends on the size of the organization, the number of objectives, initiatives and indicators, and how ready the existing plan and its data are. Activating a clear, approved plan typically takes from several weeks to a few months, while building or realigning a plan requires additional time depending on scope.

We define scope, stages and outputs at the start so expectations are clear on both sides. Value does not stop at launch: the first monitoring cycles are what reveal where indicators and reports need refinement.

Frequently asked questions about strategic plans and KPIs

Do you build the strategic plan from scratch or activate an existing one?

Both are possible. If the organization has an approved plan, we start by reviewing and aligning its objectives and indicators, then activate it in the monitoring system. If there is no plan, or it needs rebuilding, we work with your team on objectives, initiatives and indicators before activation.

How do we choose the right KPIs?

A good indicator links to a clear objective, has a stable definition and calculation method, an available data source and an owner responsible for updating it. We prefer a focused set of meaningful indicators over a long list that is hard to track, and balance outcome indicators with initiative progress indicators.

How does this relate to Vision 2030?

Many entities align their strategic plans with Saudi Vision 2030 targets and related programs. We help make that link visible inside the monitoring structure, so it is clear which objectives and initiatives contribute to the relevant national priorities and how that is measured.

How long does activation take?

It depends on the size of the organization, the maturity of its plan and data availability. Activating an existing plan typically takes from several weeks to a few months, and we confirm the expected duration after reviewing the current state. To discuss your case, contact us.

Does the Strategy product integrate with a PMO?

Yes. Strategic initiatives usually become projects tracked by the PMO, and linking the two gives leadership one view from objective down to project. Read more in our guide to the PMO in government entities.

Who updates the data after launch?

Each indicator or initiative owner updates their data on the agreed cadence, and a coordinator or strategy office reviews it before it goes to leadership. We train these users during launch so monitoring continues internally without permanent reliance on a consultant.

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Next step

Make strategy visible and actionable

Tell us about your current plan and how you track it, and we will suggest the best path to activate it and connect it to performance indicators.

Request a consultation