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VisionSync

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(1)5.0/5

VisionSync is strategic planning software for strategy execution. It keeps a strategic plan moving after it is approved: every strategic initiative gets an owner, progress updates come in on a regular schedule from the people doing the work, and that progress rolls up to the goals leadership and the board care about. Colleges and universities, hospitals and health systems, cities, counties and state agencies, nonprofits, chambers of commerce and companies use VisionSync to run one strategic plan across every department and report on it from live data. Most organizations don't have a strategy problem. They have an execution problem. The plan gets approved, then lives in a PDF and a stack of spreadsheets while the real work happens somewhere else. VisionSync makes the plan and the work the same thing. WHAT IS STRATEGIC PLANNING SOFTWARE? Strategic planning software holds an organization's strategic plan, connects each goal to the initiatives that move it, assigns owners, collects progress on a schedule and turns that progress into reports for leadership and boards. This work is often called strategy execution: the part of planning that happens after the plan is approved. VisionSync is built around it. HOW VISIONSYNC WORKS 1. Load your plan in your own framework. You define the framework and name every layer: pillars, goals, strategies, objectives, initiatives, or whatever your board approved. Your organization structure goes in as deep as it runs, from the institution or system down to campuses, colleges, hospitals, service lines, departments and centers. Run as many plans as you need at once, with no limit or extra fee, each with its own framework, fiscal or calendar year and review cycle. 2. Give every strategic initiative an owner. Each initiative carries one responsible owner, plus accountable, collaborator and informed roles, a due date, tasks and a subtask checklist, and the review period it reports into. Initiatives can run across multiple years. Targets can be set around a KPI, so key performance indicators are tracked through the initiatives behind them and the number stays connected to the work that moves it. When an initiative changes owner, the new owner sees its full update history. 3. Collect updates without chasing anyone. Automated reminders go out by email and in-app when an update is due and again when it is overdue. Microsoft Teams and Slack reminders are in beta. A reminder links straight to the owner's personal workspace, which shows only the items that person is attached to. An update is one screen: progress this period against the target, a status of on track, off track or neutral, and a required comment explaining the number. Every change is kept with a name and date. 4. See the whole plan in one place. Progress is entered at the initiative level by the people doing the work, normalized across different measurement targets and rolled up through every level of the plan. Four views show the same data: a board view of cards by framework level, a table view with configurable columns and inline editing, dashboards, and a heatmap that shows every department or unit against every goal as on track, at risk or off track. Click any number to reach the person, date and comment behind it. 5. Report from live data. Leadership and board reports come straight from posted updates, so nobody rebuilds slides before a meeting. Filter reports by unit, goal, owner or tag, produce a PDF for each department, and export the full plan and its progress history to CSV or PDF at any time. Board members usually read the PDF report without needing a login. 6. Tag work to what you report on. Any initiative can carry several tags, such as an accreditation criterion, a grant, a funding source, a program or a standard, so one piece of work appears in every report it belongs to without double entry. Pull every initiative tagged to a criterion into one evidence report for a self-study, an interim report, a grant report or a board packet. PULSEIQ: PLANNING AI, OPTIONAL AND IN BETA PulseIQ is VisionSync's planning AI. It is off unless your organization turns it on. When it is on, anyone can ask a question about the plan in plain language and get an answer drawn only from your organization's own plan data. PulseIQ writes a plain-language digest summary for every initiative in real time, surfaces insights and risk signals so leaders see what is slipping early, and helps owners write clearer updates. It is read-only, so it never changes the plan. PulseIQ is private by design. Plans, initiatives, updates and AI conversations are never used to train underlying AI models, and prompts and responses are not shared with third-party AI model providers. Data has tenant-level isolation and is encrypted in transit, and it is never pooled with other organizations' data. BUILT FOR THE WAY YOUR SECTOR PLANS Strategic planning software for higher education Every campus, college and department keeps its own plan and links it to the institutional goals it supports. Tag initiatives to accreditation criteria (HLC, SACSCOC, MSCHE and others) and pull evidence reports when the self-study or interim report is due. Report to the cabinet and board of trustees from the same data. Track enrollment, retention and student success goals through the initiatives behind them. Strategic planning software for hospitals and health systems Run one plan across every hospital, service line and department, with each unit keeping its part of the plan in its own words. Tag initiatives to board quality priorities, Joint Commission focus areas, Magnet or Pathway standards, or needs from your community health needs assessment (CHNA), and keep the record of your CHNA implementation strategy in one place. VisionSync holds your plan; patient information stays in your EHR. Strategic planning software for local government Cities, counties, special districts and state agencies run the council- or commission-approved plan across departments, give every initiative an owner and produce progress reports for elected officials from current data. Strategic planning software for nonprofits Keep the board-approved plan, goals and sub-goals exactly as approved, have staff post quarterly updates, and tag work to grants, programs and funding sources so grant reports and board packets come from the same updates. Chambers of commerce and economic development organizations Run strategic and economic development plans side by side, with owners on every initiative and board reports built from live progress. Enterprise and multi-location organizations Connect the corporate plan to every business unit, location and affiliate, with a current view of every strategic initiative. IMPLEMENTATION, TRAINING AND SUPPORT INCLUDED VisionSync starts with a free sandbox for 30 to 60 days before you sign, and the structure you build there carries into production. Our team loads your plan, organization structure, users and templates, runs working sessions and open office hours on your own environment, and stays with you through your first reporting cycle, with quarterly check-ins after that. Most organizations go live in 30 to 60 days. Higher education, government and health systems go live within 90 days, with implementation, training, support and rollout included. For most customers, IT is involved for single sign-on and little else, since there is nothing to host. PRICING THAT INCLUDES EVERY FEATURE VisionSync is priced by seat tier, a range of logins rather than a per-person price, plus a one-time implementation fee. Every customer gets every feature, including PulseIQ. Single sign-on setup is a separate one-time fee, email and password login costs nothing extra, and API data access is an optional add-on. Nonprofit and education discounts may apply. See visionsync.com/pricing for how quotes work. SECURITY AND ACCESSIBILITY SSO through the identity provider you already run (SAML, including Okta, Entra ID, Active Directory, Shibboleth and Google), role-based permissions, plan visibility controls that set who can see which plans, domain whitelisting and encryption in transit. The accessibility work is aligned to WCAG 2.2 Level AA and Section 508, and we can send a VPAT and security documentation for your review. VisionSync has been through procurement at universities and health systems. INTEGRATIONS VisionSync has a public API, and custom integrations can be built for a fee. Most organizations keep financial, clinical and student data where it already lives and use VisionSync for the plan that data supports. WHO USES VISIONSYNC VisionSync grew out of a collaboration between the University of Nebraska Medical Center and the UNeTech Institute. Customers include the University of Nebraska at Omaha, Pittsburg State University, the Greater Omaha Chamber and the Women's Fund of Omaha, and VisionSync works with the City of Omaha across 13 departments. Across its customers, VisionSync tracks 4,313 initiatives for 963 people in 9 organizations. - The Greater Omaha Chamber launched its strategic and economic development plans in VisionSync and went from contract to full rollout in 30 days with a team of 25. - Pittsburg State University refined its Year 1 plan from 343 items into 130 focused priorities. - At the University of Nebraska at Omaha, accreditation evidence for HLC criteria comes out as a report of the initiatives that support each criterion. - The Women's Fund of Omaha moved 68 tactics from an Excel framework into VisionSync, with staff posting quarterly updates. "VisionSync gives every leader, team, and department the clarity to execute." Dr. Jane Meza, University of Nebraska Medical Center One connected plan. Progress you can prove.

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