MonivalMicrosoft

Annual Workplans, Balanced Scorecard & OKRs

Turn your strategic plan into annual workplans, scorecards and OKRs that people update, so leadership always knows what is on track.

Request a Demo
Annual Workplans, Balanced Scorecard & OKRs, what the product delivers

Workplans, scorecards and indicators are built on Monival. See the full solution.

See the Monival solution

Highlights

Strategic plan to workplan Balanced scorecard OKRs and KPIs Quarterly review dashboards

Sound familiar?

  • The strategic plan was launched with a flourish and now sits in a drawer
  • Workplans live in Excel files that nobody can combine
  • Departments report on different things in different formats
  • Leadership meetings spend more time collecting numbers than discussing them

From strategy on paper to actions that people actually update

A strategy only works when it reaches the people doing the work. We set up your plan in a system built for it: strategic objectives at the top, annual workplans beneath them, and activities, owners and indicators at the bottom. Whether you plan with a balanced scorecard, OKRs or your own framework, we configure it to match. Progress rolls up on its own, ready for your next review.

Plan

Strategic plan structure

Capture vision, pillars, objectives and targets in the structure your organization already uses, then link everything beneath them.

Annual workplans and budgets

Each department builds its workplan against the strategy, with activities, owners, dates and budgets. Plans are approved and tracked in one place.

Balanced scorecard

Organize objectives and measures across financial, customer, internal process and learning perspectives, with a strategy map that shows how they connect.

OKRs

Set objectives and measurable key results each quarter, link them upward and review progress in a regular rhythm.

Track and update

KPI library and targets

Define each indicator once with its definition, baseline, target and source. Everyone reports the same way, and comparisons mean something.

Quick progress updates

Owners update progress from a phone or laptop in a minute, with evidence attached. Reminders go out before the deadline, not after.

Initiatives and risks

Track the projects that deliver the strategy and the risks that threaten them, side by side with the numbers.

Review and report

Quarterly review dashboards

Status by objective, department and owner, with red, amber and green signals and the story behind them. Run your review from the screen, not from a pile of papers.

Board and funder reports

Produce progress reports for the board, regulators or donors from the same data, in the layout they expect.

Link to performance and M&E

Connect workplans to individual performance contracts and to Monival’s monitoring and evaluation, so one set of numbers serves everyone.

Monival pricing

Start free with a pilot. Pay when the programme grows, not before.

Community

Free for pilots and small M&E teams.

Free

  • Up to 3 forms
  • 100 submissions a month
  • 5 enumerators
  • Offline mobile app
Get started
Best fit for most organizations

Professional

For growing programmes and research teams.

$3,600

per year

about $300 a month, billed annually

Non-profit and academic: $2,500 a year

  • Unlimited forms and enumerators
  • 10,000 submissions a month
  • Offline mobile app
  • 360 degree evaluation engine
  • Power BI and OData feed
  • Webhooks and API access
Get started

Premium

For large or multi-country programmes that need service levels.

From $12,000

per year

about $1,000 a month, billed annually

  • Everything in Professional
  • Custom submission limits
  • Dedicated onboarding
  • SLA and priority support
Talk to sales
  • Grants plan: Professional plus the grants and donor-reporting module (from $2,400 a year), so from $6,000 a year. Early access: ask for the waitlist.
  • Billed annually. Monthly billing, where offered, costs 20% more.
  • Non-profit and academic organizations get 30% off subscriptions after a quick verification.
  • Prices exclude VAT (16% in Kenya) and withholding tax.
  • Prices are in US dollars. Visitors in Africa see their local currency for information only: the amounts include a margin for exchange-rate movement and payment costs, and your quote confirms the final amount and the currency you are invoiced in.

Not sure which fits? Tell us your team size and what you use today and we will point you to the right option.

Next Steps

  1. 1

    Tell us how it works today

    A short call about how planning runs in your organization right now, who is involved, and where it hurts.

  2. 2

    See it with your own process

    We set up a working demo using your steps and wording, so you judge it on your reality and not a generic sample.

  3. 3

    Agree scope, then build and launch

    You get a clear plan, timeline and cost before we start. We configure, train your team and stay with you after go-live.

Questions we hear most

We use a balanced scorecard. Do you support it?

Yes. We configure the four perspectives and your own objectives and measures, with a strategy map, so it reflects your framework and not a generic one.

Can we use OKRs and a scorecard together?

Yes. Many organizations keep a scorecard for the strategy and use OKRs for quarterly focus. We link the two so they do not drift apart.

Can we start with just annual workplans?

Yes. Most clients start there, because it is the quickest win. Scorecards, OKRs and individual goals can follow when you are ready.

Who maintains the data?

The people who own each activity or indicator update it themselves in a minute or two. Reminders and a simple review rhythm keep it current.

How is this different from Excel?

Excel files cannot roll up by themselves, remind people or show the live picture. This does, and it keeps a history of every update.

More solutions you may need

Data & Field Operations

Power BI

Dashboards for HR, finance, grants, risk and manufacturing that turn scattered data into answers leaders can act on.

Strategy & Performance

Monival By Sibasi

Plan your strategy, track indicators and tasks, and report results to boards and funders from one system.

People & HR

Performance Management: Appraisals, 360 Feedback & Goal Setting

Set goals, run appraisal cycles, collect 360 degree feedback and link performance to development, in a process that managers and staff will actually complete.

Interested in Annual Workplans, Balanced Scorecard & OKRs?

Let's explore how it can work for your organization.

Talk to an Expert