Technology Inspired by Nonprofit Leaders, Driven by Tech Experts.

What We Do

PlanPerfect is an expert-powered, AI-assisted tool helping small and midsized nonprofits create, review, track, and report on strategic plans.

Why We Do It

Nonprofits with a strategic plan achieve more. They are more likely to succeed in fulfilling their mission, have a clearer understanding of how their work changes the world, and experience greater fundraising success. Yet only half of nonprofits have a strategic plan.

Nonprofits with a strategic plan achieve more. They are more likely to succeed in fulfilling their mission, have a clearer understanding of how their work changes the world, and experience greater fundraising success. Yet only half of nonprofits have a strategic plan.

Nonprofits with a strategic plan achieve more. They are more likely to succeed in fulfilling their mission, have a clearer understanding of how their work changes the world, and experience greater fundraising success. Yet only half of nonprofits have a strategic plan.

Founders Sophia Shaw and Adam Wolford bring together complementary skills, backgrounds, and perspectives to form the partnership behind PlanPerfect.

Founders Sophia Shaw and Adam Wolford bring together complementary skills, backgrounds, and perspectives to form the partnership behind PlanPerfect.

Founders Sophia Shaw and Adam Wolford bring together complementary skills, backgrounds, and perspectives to form the partnership behind PlanPerfect.

Sophia is the former president & CEO of the Chicago Botanic Garden and has taught social impact and nonprofit governance at the Kellogg School of Management. She has been a trustee, board president, donor, volunteer, and consultant during her four decades in the nonprofit sector. She is also a certified paratriathlon and open water swimming coach, a mental-health hotline volunteer, and a Trustee of Wellesley College. Sophia holds a B.A. from Wellesley College, an M.A. from the University of Chicago, and an MBA from the Kellogg School of Management at Northwestern University.

Adam has over a decade of experience in technology development, strategy, and operations. He began his career as a management consultant at Accenture and Deloitte before moving into the startup world, where he became head of product for the endurance industry's top technology platform. He has also been actively involved in nonprofit board service and volunteer work, currently serving on the board of the Intuit Art Museum. Adam holds a B.S. in chemical engineering from Cornell University and an MBA from the Kellogg School of Management at Northwestern University.

Our Team

Sophia Shaw

Co-Founder

Sophia Shaw

Co-Founder

Sophia Shaw

Co-Founder

With decades of experience as a successful nonprofit CEO, trustee, board president, donor, volunteer, consultant, and professor of social impact, Sophia has a deep understanding of how to maximize the power of a nonprofit.

Adam Wolford

Co-Founder

Adam Wolford

Co-Founder

Adam Wolford

Co-Founder

Adam brings over a decade of experience working in technology and business strategy across a variety of functions and industries.

Rachel Qian

Lead MBA Associate

Rachel Qian

Lead MBA Associate

Rachel Qian

Lead MBA Associate

Rachel Dodell

MBA Associate, Spring 2025

Rachel Dodell

MBA Associate, Spring 2025

Rachel Dodell

MBA Associate, Spring 2025

Benjamin Folds

MBA Associate, Spring 2025

Benjamin Folds

MBA Associate, Spring 2025

Benjamin Folds

MBA Associate, Spring 2025

Hailey Blain

MBA Associate, Spring 2025

Hailey Blain

MBA Associate, Spring 2025

Hailey Blain

MBA Associate, Spring 2025

Lauren Nichols

MBA Associate, Spring 2025

Lauren Nichols

MBA Associate, Spring 2025

Lauren Nichols

MBA Associate, Spring 2025

Jonah Siskel

Undergraduate Associate

Jonah Siskel

Undergraduate Associate

Jonah Siskel

Undergraduate Associate

Nathan Siskel

Undergraduate Associate

Nathan Siskel

Undergraduate Associate

Nathan Siskel

Undergraduate Associate

Team Alumni

Tommy Pero

Fall 2024

Tommy Pero

Fall 2024

Tommy Pero

Fall 2024

Michael Knoedel

Fall 2024

Michael Knoedel

Fall 2024

Michael Knoedel

Fall 2024

Josh Rose

Summer 2024

Josh Rose

Summer 2024

Josh Rose

Summer 2024

Our Story

In 2019, Adam was an MBA student at Northwestern University’s Kellogg School of Management, while Sophia was a professor of social impact and program director of the Golub Capital/Kellogg Board Fellows program. In 2023, Sophia turned to Adam for his expertise on a technology project for her nonprofit governance and strategic planning consulting practice. Their collaboration flourished, and in 2024—driven by a shared urgency to support small and midsized nonprofits in strategic planning—PlanPerfect was born.

The Owl

The owl—an ancient symbol of wisdom and clarity—serves as a fitting representation of these qualities at PlanPerfect.

We created PlanPerfect as a simple solution to a big challenge: how to empower small and mid-sized nonprofits to succeed and make the world better one mission at a time. As nonprofit experts, we bring passion, dedication, and an understanding of the intricacies of strategic planning and consulting. PlanPerfect is designed to be more than just a tool—it's a comprehensive solution aimed at simplifying and enhancing the strategic planning process for small and mid-sized organizations.

We created PlanPerfect as a simple solution to a big challenge: how to empower small and mid-sized nonprofits to succeed and make the world better one mission at a time. As nonprofit experts, we bring passion, dedication, and an understanding of the intricacies of strategic planning and consulting. PlanPerfect is designed to be more than just a tool—it's a comprehensive solution aimed at simplifying and enhancing the strategic planning process for small and mid-sized organizations.

We created PlanPerfect as a simple solution to a big challenge: how to empower small and mid-sized nonprofits to succeed and make the world better one mission at a time. As nonprofit experts, we bring passion, dedication, and an understanding of the intricacies of strategic planning and consulting. PlanPerfect is designed to be more than just a tool—it's a comprehensive solution aimed at simplifying and enhancing the strategic planning process for small and mid-sized organizations.

We use PlanPerfect as our own strategic planning tool. Our plan is a living document that guides our efforts, reflects client feedback, and showcases our commitment to transparency. We’re happy to share it with you.

We use PlanPerfect as our own strategic planning tool. Our plan is a living document that guides our efforts, reflects client feedback, and showcases our commitment to transparency. We’re happy to share it with you.

We use PlanPerfect as our own strategic planning tool. Our plan is a living document that guides our efforts, reflects client feedback, and showcases our commitment to transparency. We’re happy to share it with you.

PlanPerfect: Success Starts with a Plan

History of PlanPerfect

History of PlanPerfect

History of PlanPerfect

Mission

Mission

Mission

Vision

Vision

Vision

Values

Values

Values