Formulario de entrada de estrategia y objetivos

Strategy and Goals Input Form

What is a Strategic Initiative and Accountability Status Tracking Form?

The strategic initiatives monitoring forms are considered management tools and are used by executives to follow the evolution and progress of the company’s strategic initiatives. Some of the key features of this type of strategic input template can help executives and internal project managers to track the status and progress of their strategic activities. The template usually includes the person responsible, the tasks within the initiatives, as well as the current and past status. Here’s an example of this type of strategic input template.


Purpose of the monitoring forms and status of strategic initiatives

Companies and organizations use Strategic Initiative Status and Tracking forms to make sure managers are keeping up with their assigned tasks. When used as part of good business practice in a leadership group and a Financial Planning and Analysis (FP&A) Department, a company can improve its ability to execute on time, as well as reduce the risk that the company will be unable to fulfill your strategy.


Example of monitoring form and status of strategic initiatives

Below is an example of a Status and Accountability Tracking Form for Strategic Initiatives.

Corporate Strategy

You can find hundreds of additional examples here


Who uses these types of strategy entry forms?

Typical users of this type of report are: The Board of Directors and Executives.


Other strategic data entry templates often used in conjunction with strategy and objective templates

Progressive Financial Planning and Analysis (FP&A) Departments use several different Strategy and Goals Templates, along with corporate planning presentations and other management and control tools.

Where does the data for the analysis come from?

Actual data (historical transactions) usually comes from enterprise resource planning (ERP) systems such as: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics SL , Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Netsuite and others.

In analyzes using budgeting or forecasting, the data typically comes from internal Excel spreadsheet models or from professional business performance management (CPM / EPM) solutions.


What tools are typically used for reporting, planning, and dashboards?

Examples of business software used with the aforementioned Enterprise Resource Planning (ERP) data and systems are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example, Microsoft Excel)
  • Corporate performance management (CPM) tools (for example, Solver )
  • Dashboards (for example, Microsoft Power BI and Tableau)


Corporate Performance Management (CPM) Technology Solutions and More Examples 

See hundreds of sample reports, consolidations, planning, budgets, forecasts and dashboards here