Comprehensive, integrated strategic operational planning for k20 education, municipal, county, and not-for-profit organizations. Partnership, equity, accountability, and ownership at the point of service. Execute strategy and improve performance. Empower people to collaborate across the organization and geographic locations. Build trust and foster a positive working environment through centralized operational planning.
Developed as a best practice for collaborative planning and fiscal year pro forma budgeting, Apogee Workflow's integrated strategic planning and FY pro forma budgeting platform align efforts both vertically (from mission to on-the-ground operations) and horizontally across the organization.
Apogee Workflow converts a strategic plan into a clear, actionable operational roadmap with actionable plans achieving alignment between strategic, operational, and financial initiatives and objectives. Apogee Workflow drills planning and budgeting activities and accountability down, and through the spectrum of operational units, departments, and stakeholders within the organization.
Apogee Workflow was engineered and built exclusively for strategic planners, non-financial managers, planning committees, department chairs and managers, administrators, and anyone having strategic planning and budgeting responsibilities

Operational Planning

Multi-year or one year strategic plan, Apogee Workflow converts your strategic plan to an operational plan. Apogee Workflow drills strategic initiatives, goals and objectives down and through an organization. A best practice for strategic and operational planning.
Turn your strategic plan into a clear, actionable roadmap. Create detailed, actionable plans that translate a strategic plan into specific weekly, or sometimes even daily tasks. Drill planning and budgeting activities and accountability down, and through the spectrum of operational units, departments, and stakeholders within the organization.
Ideally suited for educational institutions, municipal, county, and not-for-profit organizations, Apogee Workflow will help achieve alignment between strategic, operational, and financial initiatives and objectives.

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 manual

And much more!

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

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

Add, edit or delete budget account codes and fund sources.

Manage, build, edit, revise fiscal parameters

Import content and data directly from the source.

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

And much more!

Apogee Resource Management

Manage content and resources with complete administrative control of Apogee Workflow content on an interactive platform. Apogee Workflow’s Resource Management platform provides a flexible gateway for managing content, data, user resources, and enables complete administrative control over Apogee’s resources on an interactive real-time management 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

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

Unlimited user support with access to a comprehensive Apogee Workflow help manual

And much more!

Apogee Workflow LLC