Spreadsheets are one of those tools that continues to be used in ways it was never intended. Designed originally to replace paper-based accounting functions, the spreadsheet has been used for list management, tasks, and even strategic planning.

There is a HUGE danger in managing strategic plans with spreadsheets. The biggest danger is that it doesn’t work.

Here’s why:

  1. Location. No one seems to know where they are. Are they in the cloud, the “Y” drive? Or does Rick from accounting have the last version? I haven’t ran into a company yet that effectively managed their strategic planning spreadsheets.
  2. Version Control. Back to Rick from accounting. His latest version may not be, since Candice from marketing thought she had the latest version and made edits, then updated it on the cloud drive. Version control is tough with documents of any kind.
  3. Spreadsheets are static. Spreadsheets are simply repositories for data input. They aren’t designed to manage a strategic plan and even proactively help teams achieve their objectives.

Too often, I’ve seen teams abandon the spreadsheet and, subsequently the active pursuit of the plan, because of those three weaknesses.

Yet, learning something new isn’t always easy.

That’s why Catipult was designed to be the simplest strategic planning and management tool available. Not only does it help you quickly build a strategic plan if you don’t have one, it helps you create key performance indicators for you plan, milestones and assignments to team members. It also sends notifications of upcoming milestones, and highlights areas of focus for your team.

Spreadsheets can’t do that.

Move away from the spreadsheet and try something better.