Frequently Asked Questions

Introduction to PlanPerfect

PlanPerfect is an affordable platform designed to help small nonprofits streamline their strategic planning process. It offers a range of features that enhance efficiency, collaboration, and productivity, including robust tracking, reporting, and stakeholder input-gathering tools.

Who Is PlanPerfect for?

Who Is PlanPerfect for?

Which nonprofit leaders should use PlanPerfect?

Which nonprofit leaders should use PlanPerfect?

Is a perfect strategic plan possible?

Is a perfect strategic plan possible?

Strategic Plans

What is a strategic plan? (And Why do I need one?)

What is a strategic plan? (And Why do I need one?)

I’ve heard about “living” strategic plans.…is that what I’m making on PlanPerfect?

I’ve heard about “living” strategic plans.…is that what I’m making on PlanPerfect?

How long does a strategic plan last?

How long does a strategic plan last?

Getting Started

How do I start drafting a strategic plan with PlanPerfect?

How do I start drafting a strategic plan with PlanPerfect?

Can I use PlanPerfect on my own?

Can I use PlanPerfect on my own?

‍What if I lack the skills to make a plan?

‍What if I lack the skills to make a plan?

What if I need technical support or coaching?

What if I need technical support or coaching?

How do I contact support?

How do I contact support?

Which types of nonprofits is PlanPerfect built to serve?

Which types of nonprofits is PlanPerfect built to serve?

Features & Functionality

How does PlanPerfect enable collaboration with my organization’s board and other key stakeholders?

How does PlanPerfect enable collaboration with my organization’s board and other key stakeholders?

Do I have to complete all sections?

Do I have to complete all sections?

‍What integrations are available with PlanPerfect?

‍What integrations are available with PlanPerfect?

What can’t PlanPerfect do?

What can’t PlanPerfect do?

‍Is the PlanPerfect platform accessible to the visually impaired?

‍Is the PlanPerfect platform accessible to the visually impaired?

How long does it take to make a plan on PlanPerfect?

How long does it take to make a plan on PlanPerfect?

Can I use PlanPerfect on my phone or tablet? Do I need to download an app?

Can I use PlanPerfect on my phone or tablet? Do I need to download an app?

Pricing & Support

Do you offer pricing plans?

Do you offer pricing plans?

What kind of customer support do you offer?

What kind of customer support do you offer?

‍Do you have a knowledge base or tutorials?

‍Do you have a knowledge base or tutorials?

Does PlanPerfect qualify as a woman- or minority-owned business?

Does PlanPerfect qualify as a woman- or minority-owned business?

Key Concepts & Terminology

‍What should the final version of a strategic plan look like?

‍What should the final version of a strategic plan look like?

What kind of title should my plan have?

What kind of title should my plan have?

What is a history statement?

What is a history statement?

‍What is a mission statement?

‍What is a mission statement?

What is a vision statement?

What is a vision statement?

What is a statement of values?

What is a statement of values?

What is a goal?

What is a goal?

‍What is an objective?

‍What is an objective?

What is a tactic?

What is a tactic?

Data Privacy & Security

Where is my information saved?

Where is my information saved?

‍Is my data being shared with the internet?

‍Is my data being shared with the internet?

Is my information completely safe?

Is my information completely safe?

How We Use Your Information

How We Use Your Information

What is PlanPerfect’s Privacy Policy?

What is PlanPerfect’s Privacy Policy?

Other Questions?