Apogee Workflow

Designed as a best-practice framework for comprehensive strategic and operational planning, Apogee Workflow unites every level of the institution — from mission to daily operations — and connects departments, teams, and stakeholders through a single, coordinated platform.
By seamlessly integrating strategic planning with budgeting, Apogee Workflow brings clarity, alignment, and accountability to the entire organization—turning vision into action and plans into measurable results.
Built specifically for strategic planners, non-financial managers, planning committees, department chairs, and administrators, Apogee Workflow simplifies complex processes, enhances collaboration, and empowers leaders to plan smarter, budget confidently, and achieve more.

Simplifies planning and pro forma budgeting — Apogee Workflow takes the complexity out of planning by cascading strategic goals, initiatives, and objectives throughout the institution. Intuitive and user-friendly, it guides strategic managers through operational planning while ensuring alignment, accountability, and execution.

Turns long-term strategic plans into annual operational action plans — Strategic plans span years; execution happens annually. Apogee Workflow translates multi-year strategies into one-year operational plans that support agility, resource reallocation, and new priorities—keeping institutions on track while adapting to change.

Translates strategy into measurable roadmaps — Strategy becomes actionable with Apogee Workflow. Broad goals are broken into specific, trackable tasks at the department and unit levels, connecting daily work to institutional priorities and enabling leadership to monitor progress toward measurable outcomes.

Centralizes accountability — Scattered spreadsheets and ad hoc reports are replaced with a single hub for planning. Every action item has a responsible party, making accountability transparent and measurable. Leaders can track progress, identify bottlenecks, and ensure responsibilities are clear across all levels.

Aligns KPIs with outcomes — Key performance indicators are tied directly to strategic initiatives, goals, and objectives, creating a clear line of sight from strategy to operations to results.

Align planning and budgeting with compliance standards. Build and ensure compliance with regional or programmatic accreditation standards or other compliance requirements demonstrating a commitment to best practices and reaffirmation of accreditation.

Streamlines fiscal year operational budgeting — By replacing spreadsheets and fragmented tools, Apogee Workflow makes budgeting faster, more transparent, and easier to adjust. Dynamic worksheets support pro forma budgets, forecasts, and scenario planning. Institutions can adopt zero-based or modified zero-based budgeting, drilling down to unit and departmental levels for review and approval.

Apogee Workflow

Aligns KPIs with outcomes — Key performance indicators are tied directly to strategic initiatives, goals, and objectives, creating a clear line of sight from strategy to operations to results.

Operational Planning

From strategy to action with Apogee Workflow. Whether your institution builds a multi-year or annual strategic plan, Apogee Workflow transforms it into a clear, actionable operational plan. Strategic initiatives, goals, and objectives are drilled down and cascaded through every level of the organization—ensuring alignment, accountability, and execution.

With Apogee Workflow, leaders can translate high-level strategy into detailed operational roadmaps, turning goals into measurable weekly or even daily tasks. Planning and budgeting activities are driven deep into departments, units, and stakeholder groups, promoting transparency and shared responsibility.

Ideally suited for educational institutions, municipalities, counties, and not-for-profit organizations, Apogee Workflow provides a best-practice framework for achieving alignment across strategic, operational, and financial initiatives—bridging vision with results.

Takes the drudgery and complexity out of planning.

Provides an integrated and comprehensive approach to strategic/operational planning and fiscal year budgeting through collaboration and accountability.

Intuitive and user friendly. Apogee guides strategic and budget managers through the complexities of operational planning.

Establish and manage an organization's strategic planning committee.

Create and manage strategic goals, initiatives and objectives.

Assign strategic initiatives and objectives to specific people, units, or departments.

Create and manage qualitative an unlimited number of quantitative key performance metrics and indicators.

Link and align regional, programmatic or other commission or agency accreditation standards to organization goals, strategic initiatives and objectives.

Access, review and print standard reports. Create ad hoc reports.

Draft and distribute important organization wide announcements and alert.

Unlimited user support with access to a comprehensive Apogee Workflow help manuals.

Apogee Workflow guides planning committees and strategic planners through 7 sequential steps/activities for drafting strategic objectives in alignment with the institutions broader strategic planning framework.

Click here to see a sample strategic objective

FY Pro Forma Operational Budgeting

Create pro forma budget scenarios based on historical and forecasted expenses, revenues, and appropriations using dynamic budget worksheets. Then, drill pro forma budgets down to units and departments for supervisory review and approval.

Apogee Workflow guides budget managers through a sequential process for review and reconciliation of department level pro forma operating budgets. Department and unit budget managers can easily add, edit, or delete budgetary line items for review, reconciliation and supervisory review and approval of their pro forma operating budgets. Apogee Workflow will be seen as a recognizable and welcomed approach to fiscal year operational budgeting.

Create FY pro forma operational budget scenarios base on historical and forecasted expenses, revenues, and appropriations using dynamic budget worksheets.

Drill pro forma operating budgets down to the unit and department level for review, reconciliation and supervisory review and approval.

Add, edit or delete fund categories, fund assignments, account code categories, and account codes.

Import historical budget content directly from the source.

Unlimited user support with access to a comprehensive Apogee Workflow help manuals.

Apogee Resource Management

Manage content and resources with complete administrative control. Apogee Workflow’s Resource Management platform offers a flexible, interactive gateway for overseeing content, data, and user resources. With real-time administrative control, institutions can efficiently manage and update Apogee Workflow resources, ensuring accuracy, consistency, and seamless collaboration across the platform.

Create and manage departments, strategic and budget managers, user profiles, and assignments

Add, edit or delete departments, strategic and budget managers.

Add, edit or delete user profiles and assignments.

Create and manage departments, strategic and budget managers, user profiles, and assignments.

Unlimited user support with access to a comprehensive Apogee Workflow help manuals.

And much more!