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Become a Strategy Execution Expert
Hi there!
Welcome to the Envisio Academy
The Envisio Academy is for existing Envisio customers who need a refresher, or those who are new to an organization using Envisio and looking to get up to speed. This interactive, live training is led by our implementation experts and customized for system administrators.
Execute strategy
Build internal capacity and team alignment with plan management
Engage your team
Grow productivity and purpose by tracking performance
Build trust
Promote accountability through transparency
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Classes
Learn how to confidently navigate the features within the Envisio Plans and Analytics modules to align your team, improve strategy execution, and build a culture that welcomes transparency.
Class 1: Optimal Setup for System Administrators
System Admin users will learn about the key areas they are responsible for setting up and maintaining Envisio. Learn employee management, inputting and managing plans, and configuring reporting dates.
This class is for: System Admins
Class 2: Reporting & Dashboards
The transparency journey begins here! Walk away confident in submitting progress updates and generating reports and learn how to display your public dashboard on your website.
This class is for: All Users
Class 3: Intro to Analytics
Does your team have quantitative metrics? Learn best practices in managing data and tracking performance-based metrics that align with your strategy.
This class is for: System or Analytic Admins
Class 4: Analytics, Visuals & Dashboards
This session builds off Class 3 and covers different types of visualizations and how to link them to your plan to create transparency using public-facing dashboards.
This class is for: System or Analytic Admins
Optimize your efforts
Success Series
Learn how to take your planning and performance efforts to the next level. Ensure your plans are actionable and your organization keeps focus, and that you're ready and able to evaluate and share your results.
Success Series: Reporting for Success
Is your organization optimizing transparency, sharing results and challenges, and openly talking about how your plan is progressing? Join us to learn about our transformative reporting framework and how you can use it to optimize transparency, foster internal alignment, and enhance external communications.
Success Series: Metrics That Matter
Performance measures are not just numbers—they’re your storytelling and decision making tools that catapult your organization toward its goals. Join us for this Success Series webinar to discover how to develop metrics that matter.
Success Series: Promoting Your Public Dashboard
You’ve built your plan and your teams are working hard to make regular progress toward it - it’s time to share all of your hard work and accomplishments with your community! Learn how to launch and promote your public dashboard to drive more engagement with your community!
This session is for Envisio users and admins excited about public dashboards, along with Comms teams and Public Information Officers!
Success Series: Keeping Your Plan in Focus
Is your organization struggling to maintain focus and forward movement on your plan? Join us to learn how you can inspire, incentivise, and constructively refocus your staff on their core work to breathe life back into your plan.
Success Series: A “Living” Operationalized Plan
Is your organization effective at creating strategy-level plans but struggling to bring these plans to life? Learn best practices to identify whether your plan is operationalized to achieve the best results and tools to ensure your plan remains actionable over its lifetime.
Customer Stories
Innovation Spotlights
Connect with our spotlight customers as they share their experiences in driving innovative and exciting planning and performance management initiatives.
Annual Planning Essentials
Watch this exclusive webinar designed to help your organization realign, and revitalize your plans for the year ahead. In this session we share resources and launch a new service to make planning smoother than ever.
Winter 2024 Product Spotlight Webinar
Dive into Envisio's latest updates and features designed to help your team stay focused, showcase strategic projects, and create impactful reports trailored for project managers, directors, leadership teams, and councils or boards. Plus get a sneak peek at what's coming in 2025! Watch now and discover how to get more done with Envisio.
Summer 2024 Product Spotlight Webinar
Envisio’s inaugural Product Spotlight webinar–the first in a semi-annual series–showcases what's new in Envisio, how to get to most value from it, and what's coming next! This engaging webinar features best practices, customer success stories, live demos, and exclusive insights from our product and development teams. Demos of our newest product updates include Projects, MS Teams Integration, Calendar Integration, AI Assist and Polco Track.
Introducing the Envisio & Polco Track Integration
This powerful pairing combines the leading government strategy and performance management platform with the richest set of government performance indicators available today. Discover how this integration will empower you to align ready-made community livability indicators and benchmarks with your strategic priorities for faster insights, better decisions, and greater transparency.
Introducing Envisio Projects: Centralizing Capital Improvement Project Management
Watch this recorded webinar to learn about Envisio Projects and how it can help public sector leaders drive better community outcomes through the delivery and transparent communication of capital improvement projects. In this session, Envisio’s VP of Sales Madison Dias walks us through Projects so you can see how these purpose-built features provide visibility, transparency, and alignment on the delivery of capital improvement plans (CIP) and projects.
From Zero to Hero: Getting Started With Strategy Execution and Performance Management
Learn from others in our public sector customer community. Supercharge your strategy execution with proven practices, advice, and success stories around performance management, measurement, action planning, implementation, and everything in between.
Engaging Employees in Your Strategic Plan: How the Denver Public Library is Using Gamification to Drive Strategic Success
During this session, Kirsten shares details about how the DPL sourced employee feedback to revise their mission, vision, and values, how they used gamification and personalized outreach to ensure employees at all levels of the organization were engaging with their strategic roadmap, and how the DPL uses Envisio as a tool to measure and report on their performance.
Pssst...
What our clients say ☺️
Nothing but positive feedback for Chloe. It's been great to get an expert's opinion on what we're doing, but more importantly, where we are trying to go and how we get there."
Meet your trainers
Your Strategy Execution Experts
We are an extension of your team and your success matters to us. These interactive live classes will grow your skills and take your team to the next level
Shiraz Israel
Implementation Specialist
Rob Hines
Senior Customer Success Manager
Rob is a high-capacity professional with over 10 years of experience managing client and stakeholder relationships in government technology. He supports clients by recognizing and supporting the core work of organizational change management, marrying cultural and technological change to ensure lasting success.
Meghan Brodmann-Bishop
Planning and Performance Coach
Meghan brings extensive experience providing business consulting, facilitation, and coaching services to community-based organizations and government departments. She's passionate about supporting clients as they communicate their impact and tell the story of how they’ve improved the communities they serve.
Richard Millward
Implementation Consultant
Richard is an experienced Implementation Consultant with seven years of expertise in guiding local government, non-profit, and education organizations through the adoption of tailored technology solutions. Specializing in change management and digital transformation, he helps organizations bridge the gap between strategy and technology, ensuring seamless integration and long-term success.
