Strategic planning software. Powered by nonprofit expertise and AI.

For board-approved strategic plans that don't end up on a shelf

For board-approved strategic plans that don't end up on a shelf

PlanPerfect helps your organization build, implement, and continuously improve its strategic plan—with stakeholder engagement, enterprise risk management, progress tracking, board-ready reporting, and AI-powered guidance in one place.

Trusted by organizations across the United States and four countries

Talk with a Strategic Planning Expert

Talk with a Strategic Planning Expert

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Not sure where to start with your strategic plan? Meet with our experts for a free 30-minute consultation to talk about:

  • Your current planning efforts

  • Your organization's needs

  • Concrete steps to move forward

Not sure where to start with your strategic plan? Meet with our experts for a free 30-minute consultation to talk about:

  • Your current planning efforts

  • Your organization's needs

  • Concrete steps to move forward

Not sure where to start with your strategic plan? Meet with our experts for a free 30-minute consultation to talk about:

  • Your current planning efforts

  • Your organization's needs

  • Concrete steps to move forward

Get started

Schedule Now!

Get started

Reviews

Our Clients and Testimonials

Our Clients and Testimonials

Benefits

Why Organizations Choose PlanPerfect

Why Organizations Choose PlanPerfect

1

Build a Strategic Plan Your Board Will Use

Build a Strategic Plan Your Board Will Use

Build a Strategic Plan Your Board Will Use

Build your strategic plan using guided best practices developed from decades of nonprofit leadership and governance experience. PlanPerfect's built-in tools and AI assistance help you move faster while keeping your organization's voice at the center of the process.

Build your strategic plan using guided best practices developed from decades of nonprofit leadership and governance experience. PlanPerfect's built-in tools and AI assistance help you move faster while keeping your organization's voice at the center of the process.

Build your strategic plan using guided best practices developed from decades of nonprofit leadership and governance experience. PlanPerfect's built-in tools and AI assistance help you move faster while keeping your organization's voice at the center of the process.

2

Engage Stakeholders

Engage Stakeholders

Engage Stakeholders

When you engage stakeholders in the planning process, you ensure that many opinions are taken into account.

When you engage stakeholders in the planning process, you ensure that many opinions are taken into account.

When you engage stakeholders in the planning process, you ensure that many opinions are taken into account.

A robust survey, SWOT (Strengths, Weaknesses, Opportunities, and Threats) analysis, and review process creates engagement and momentum and increases the probability that your nonprofit will fulfill its mission.

A robust survey, SWOT (Strengths, Weaknesses, Opportunities, and Threats) analysis, and review process creates engagement and momentum and increases the probability that your nonprofit will fulfill its mission.

A robust survey, SWOT (Strengths, Weaknesses, Opportunities, and Threats) analysis, and review process creates engagement and momentum and increases the probability that your nonprofit will fulfill its mission.

PlanPerfect helps your executive team and board of directors work together with other stakeholders to define the organization’s goals.

PlanPerfect helps your executive team and board of directors work together with other stakeholders to define the organization’s goals.

PlanPerfect helps your executive team and board of directors work together with other stakeholders to define the organization’s goals.

3

Keep Your Plan Alive

Keep Your Plan Alive

Keep Your Plan Alive

Great strategic plans are not finished when the board approves them. That’s when the plan is just getting started. PlanPerfect helps your organization monitor progress, adapt to change, and keep strategy at the center of everyday decision-making.

Great strategic plans are not finished when the board approves them. That’s when the plan is just getting started. PlanPerfect helps your organization monitor progress, adapt to change, and keep strategy at the center of everyday decision-making.

Great strategic plans are not finished when the board approves them. That’s when the plan is just getting started. PlanPerfect helps your organization monitor progress, adapt to change, and keep strategy at the center of everyday decision-making.

4

Integrate Strategy and Enterprise Risk Management

Integrate Strategy and Enterprise Risk Management

Enterprise risk management is an organization-wide approach to identifying, assessing, and managing risks that could affect an organization’s ability to achieve its mission and goals. Often referred to as integrated or organizational risk management, it embeds risk oversight directly into planning and decision-making. PlanPerfect helps you identify risks and build a mitigation plan.

Enterprise risk management is an organization-wide approach to identifying, assessing, and managing risks that could affect an organization’s ability to achieve its mission and goals. Often referred to as integrated or organizational risk management, it embeds risk oversight directly into planning and decision-making. PlanPerfect helps you identify risks and build a mitigation plan.

5

The PlanPerfect Advisor

The PlanPerfect Advisor

Your organization's knowledge shouldn't live in scattered files, emails, and people's memories. PlanPerfect Advisor brings your strategic plan and organizational knowledge together so your team can work more efficiently and consistently.

Your organization's knowledge shouldn't live in scattered files, emails, and people's memories. PlanPerfect Advisor brings your strategic plan and organizational knowledge together so your team can work more efficiently and consistently.

Your organization's knowledge shouldn't live in scattered files, emails, and people's memories. PlanPerfect Advisor brings your strategic plan and organizational knowledge together so your team can work more efficiently and consistently.

Expertise

Built by Nonprofit and Technology Leaders

Built by Nonprofit and Technology Leaders

Sophia Shaw
Sophia Shaw

Nonprofit CEO, Trustee, Board President, and Professor of Social Impact

Nonprofit CEO, Trustee, Board President, and Professor of Social Impact

Adam Wolford
Adam Wolford

Technology and Business Leader, Board Member, and Kellogg MBA

Technology and Business Leader, Board Member, and Kellogg MBA

Book a demo to see PlanPerfect in action

Book a demo to see PlanPerfect in action

Interested in PlanPerfect? Fill out the form and we’ll set up a time to walk you through the platform and answer any questions.

Interested in PlanPerfect? Fill out the form and we’ll set up a time to walk you through the platform and answer any questions.