Strategic Planning
Where is the company going this year, and who does what?
The annual plan that leaves the off-site approved and tracked: history, diagnosis with evidence, OKRs, Live Room, secretary's minutes, action plan and execution in one place.
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The year, in four seasons.
Diagnosis, off-site, OKRs, follow-up. The "today" line crosses the year and each season opens its detail as the line passes.
the equation in view, with the modules' history
The OKR tree.
Objective on top, KRs in the middle, initiatives below, each with owner, deadline and its origin in the diagnosis. A late KR turns its branch orange down to the twig.
The KR bullet chart.
Bands behind, today's bar growing and the target mark: at once, where it is and where it should be. The calculated signal sits beside the declared one.
Priority scatter.
(impact × confidence ÷ 100) ÷ effort, with a 1.5 factor for a blocked dependency or a milestone due within 30 days.
The cycle in 7 steps.
Look back, propose, run the off-site, receive the plan, approve, track and take it to the board.
From history to the board.
Seven steps in the cycle; here are the six your team lives, from looking back to execution.
Not a chat. These are agents trained by practitioners.
The analysis is not done by the language model. It is done by autonomous and semi-autonomous agents, configured by you, trained on best practices and on the processes built by boutiques and market specialists: benchmarks, the business's competition, regulation and the routine of people who have done this for decades.
We built the intelligence from the best in the market, by senior analysts and specialists in each function. Accuracy is very high: ready to replace most of the analysis and leave the last word to the manager, who signs the report.
- Syncs the history from the connected modules and the KR actuals with an automatic sourceautonomous
- Calculates calculated vs. declared status, scores and initiative priorityautonomous
- Diagnosis, OKRs, KPIs and agenda are editable proposalsproposes, you approve
- A suggested OKR enters the plan only when the secretary accepts itproposes, you approve
- The minutes belong to the secretary; the AI only drafts when calledproposes, you approve
For each side of the table.
The portfolio company's plan, actual against target
Through the Virtual Board, the board reads OKRs and KPIs in the monthly package and decides on initiatives on the agenda; the decision returns to the plan. At cycle close, the year's balance per KR.
From off-site to execution, without losing the thread
Each leader registers initiatives and checks in through the portal, no login; the approver decides with a trail; the scheduler chases what is due. Works on its own, with the history spreadsheet template.
Facilitate the off-site and leave the plan with the client
Agenda in blocks, pre-read, Live Room and minutes as PDF and Word. The plan stays in the module, tracked all year, and does not leave with the advisory firm.
Works on its own. Together, they complete each other.
When another module lives in the same organization, one proposes items to the other and you approve them in batch; the origin stays stamped.
- Agent FINANCE, CRM, People Compliance and Open CapitalMonthly series enter the history with the origin on every number
- Business DiscoveryAssessments become proposals in the diagnosis, tagged: declared, not evidence
- M&A IntegrationThe ongoing integration appears as a read-only initiative, with status light and KPIs
- Due DiligenceOpen red flags proposed as risks linked to initiatives
- Open CapitalPublished guidance proposed as a KR; price and TSR as KPIs
- Virtual BoardThe package's 12 months enter the history; the board's decision returns to the initiative
- Virtual BoardOKRs and KPIs in the monthly package; initiatives and KRs at risk become agenda items; the off-site minutes enter as an extraordinary meeting
See it in fifteen seconds.
Before planning, look back.
What it does not do.
Limits by design, stated plainly.
Questions about Strategic Planning
No. On its own, the module handles diagnosis, OKRs, off-site, minutes, action plan, approval, tracking and periodic review, and no screen mentions a board. With the Virtual Board, OKRs go into the monthly package, initiatives at risk become agenda items and decisions return to the plan.
See the Nexo Logística cycle on your screen.
The guided demo walks through 23 steps across the nine tabs: diagnosis, 4 objectives and 11 KRs, an off-site with minutes and 6 to-dos, 9 initiatives and one KR at risk. Deletes the sample on closing.