Strategic planning

Strategic plans built on every voice

Hear from every team — especially the people closest to customers, products, and processes — before you set priorities. Elevea interviews your people, clusters, scores, & summarizes the insights using AI, and turns the plan into goals you can track.

See how it works

Northwind Studies JR

FY27 Planning InputCloses Fri

What’s our single biggest opportunity next year?
What should we stop doing?
What’s the top risk to our plan — and the mitigant?

Responses218 / 280

Emerging themes

Enterprise expansion · 61Self-serve onboarding · 48Stop: custom one-offs · 33

218 of 280 responses inPlanning study · 3 days left

Why it matters

Most plans are made in one room

The leadership offsite sets the priorities. The people closest to customers, products, and processes hear about them afterwards. Elevea gives your team the tools to consider those voices, even at scale.

Every voice, not just the loudest

Collect input from every team in days, without a round of skip-levels or a calendar full of workshops.
Priorities you can defend

See which issues came up most, from whom, and how much they matter, with the quotes to back it up.
A plan that doesn’t stall

Turn priorities into owned goals and track them through the year, not just the offsite.

How it works

From every voice to owned goals

Listen

Hear from those closest to the action

Send a planning study to the whole company or specific teams, with questions that get every employee thinking expansively about the business — its biggest opportunities, its biggest risks, and what’s standing in the way. Ask sales what they need to double their quota, and customer success for the #1 churn risk and how to mitigate it. An AI interviewer follows up for the example, the cause, and the cost.

Different questions for each team, in one study
Answers by voice or text from Slack, Teams, or email
Anonymity enforced in the data, so people speak candidly

Prioritize

See what matters most, ranked

When the study closes, every response is split into insights, scored for business impact, urgency, actionability, and specificity, and clustered into topics. You see how many people raised each issue and where, with an executive-ready summary that drills down to the raw quotes.

Topics ranked by how many people raised them
Breakdowns by team, department, region, or other demographic
Scoring weights you can tune to your priorities

Commit

Turn priorities into goals that get tracked

Highlight any insight and turn it into a goal, with the evidence attached. Build objectives, key results, and initiatives, link the KPIs that prove progress, and let Elevea chase updates so the plan stays alive all year.

Goals linked back to the insights that prompted them
Automatic reminders by Slack, Teams, or email
Run the study again next year to measure the change

What’s different

Not another planning survey

Surveys and workshops give you scores and sticky notes. Elevea gives you the reasons, ranked, and connects them to the plan.

Workshops & surveys

Who’s heard Workshops & surveys:Whoever is in the room Elevea:Every team, in their own words

Depth Workshops & surveys:Ratings and one-line comments Elevea:AI follow-ups for the example, cause, and cost

Prioritization Workshops & surveys:Gut feel and debate Elevea:Insights scored and clustered by impact

Follow-through Workshops & surveys:A deck that’s forgotten by Q2 Elevea:Goals and KPIs tracked all year

“It forced department-level strategic conversations beyond tactical weekly meetings and company-wide engagement. Employees really appreciate that we’re doing this.”

Director of HR~100-employee company

FAQ

Frequently asked questions

How long does a planning study take to run?

Most people finish in minutes, especially by voice. Reminders go out automatically, and the analysis is ready the moment the study closes, so input from the whole company can be in hand within days.

Will people be honest?

You choose no, partial, or full anonymity per study. It’s enforced in the data, small groups are suppressed, and identities are removed before any AI processing.

Can we use our existing OKR structure?

Yes. Objectives, key results, and initiatives can be renamed and nested to match how you plan, with parent goals rolling up progress from their children.

Build this year’s plan on ground truth

See how Elevea runs a planning study end to end.

Strategic plans built on every voice

Most plans are made in one room

Every voice, not just the loudest

Priorities you can defend

A plan that doesn’t stall