The Strategic Planning Operating System for Nonprofits
The Strategic Planning Operating System for Nonprofits
PlanPerfect software sets a new standard for nonprofit strategic and risk planning.
PlanPerfect software sets a new standard for nonprofit strategic and risk planning.
Nonprofits with professional plans achieve more: they make a bigger impact, communicate their value more effectively, and raise more funds.
Nonprofits with professional plans achieve more: they make a bigger impact, communicate their value more effectively, and raise more funds.
Consultants
Automate the Logistics to Focus on Your Expertise
Foundations & Associations
Scale Impact Across Your Grantees and Members.
Benefits
Benefits
What Makes PlanPerfect So Effective?
What Makes PlanPerfect So Effective?
1
Guided Plan Creation
Guided Plan Creation
Guided Plan Creation
We offer deep nonprofit expertise and sophisticated online tools to guide you as you create your plan. Using a carefully curated library of proprietary resources, we trained our AI technology to help you chart your path and engage your stakeholders.
We offer deep nonprofit expertise and sophisticated online tools to guide you as you create your plan. Using a carefully curated library of proprietary resources, we trained our AI technology to help you chart your path and engage your stakeholders.
We offer deep nonprofit expertise and sophisticated online tools to guide you as you create your plan. Using a carefully curated library of proprietary resources, we trained our AI technology to help you chart your path and engage your stakeholders.
You build a customizable plan with clear goals and objectives that you can update as often as you want for easy reviewing, tracking, and reporting.
You build a customizable plan with clear goals and objectives that you can update as often as you want for easy reviewing, tracking, and reporting.
You build a customizable plan with clear goals and objectives that you can update as often as you want for easy reviewing, tracking, and reporting.
2
Discover and Review Process
Discover and Review Process
Discover and Review Process
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
Tracking and Reporting
Tracking and Reporting
Tracking and Reporting
The most effective strategic plans are living documents. Plans shift and evolve as you discover how best to achieve your objectives. PlanPerfect is with you to meet your needs.
The most effective strategic plans are living documents. Plans shift and evolve as you discover how best to achieve your objectives. PlanPerfect is with you to meet your needs.
The most effective strategic plans are living documents. Plans shift and evolve as you discover how best to achieve your objectives. PlanPerfect is with you to meet your needs.
Impact-measuring tracking and reporting tools build better employee teams, boards, and donor relationships to help your nonprofit succeed. PlanPerfect's dashboard features make tracking and reporting on strategic plan goals and objectives simple, so you can focus on fulfilling your mission.
Impact-measuring tracking and reporting tools build better employee teams, boards, and donor relationships to help your nonprofit succeed. PlanPerfect's dashboard features make tracking and reporting on strategic plan goals and objectives simple, so you can focus on fulfilling your mission.
Impact-measuring tracking and reporting tools build better employee teams, boards, and donor relationships to help your nonprofit succeed. PlanPerfect's dashboard features make tracking and reporting on strategic plan goals and objectives simple, so you can focus on fulfilling your mission.
4
Strategy Meets Risk Mitigation
Strategy Meets Risk Mitigation
Strategy Meets Risk Mitigation
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.
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
The PlanPerfect Advisor
Effective planning requires an understanding of both past decisions and current conditions. But that information is often scattered across an organization's software platforms, electronic and paper documents, and people’s memories. PlanPerfect Advisor allows you to bring your organization’s information together in one place and uses it to power the PlanPerfect Advisor that understands your organization.
Effective planning requires an understanding of both past decisions and current conditions. But that information is often scattered across an organization's software platforms, electronic and paper documents, and people’s memories. PlanPerfect Advisor allows you to bring your organization’s information together in one place and uses it to power the PlanPerfect Advisor that understands your organization.
Effective planning requires an understanding of both past decisions and current conditions. But that information is often scattered across an organization's software platforms, electronic and paper documents, and people’s memories. PlanPerfect Advisor allows you to bring your organization’s information together in one place and uses it to power the PlanPerfect Advisor that understands your organization.
Free Nonprofit Basics Course
Free Nonprofit Basics Course
Free Nonprofit Basics Course
Get started
Lessons and Quizzes
Get started
Getting started in the world of nonprofits? PlanPerfect is bringing you introductory information on:
Nonprofit Boards of Directors
Nonprofit Finance
Nonprofit Fundraising
Getting started in the world of nonprofits? PlanPerfect is bringing you introductory information on:
Nonprofit Boards of Directors
Nonprofit Finance
Nonprofit Fundraising
Getting started in the world of nonprofits? PlanPerfect is bringing you introductory information on:
Nonprofit Boards of Directors
Nonprofit Finance
Nonprofit Fundraising
Start with our lessons or test your knowledge with your quizzes!
Start with our lessons or test your knowledge with your quizzes!
Start with our lessons or test your knowledge with your quizzes!
Get started
Lessons and Quizzes
Get started
Reviews
Reviews
Reviews
Our Clients and Testimonials
Our Clients and Testimonials
“I just wanted to let you know how impressed I am with this system and the interaction with the AI component. It was very insightful and helped me think of things I never would have. It helped me put together a seamless plan.”
Cody Birley
Founder - Prairieland Adaptive
"Empowering Youth. Cultivating Citizen Artists."
“Over the last months, Bulamu's team used PlanPerfect on a regular basis and would highly recommend this service to any non-profit seeking structure and significant experience to support their strategic planning needs.”
Richard Siegler
President & CEO - Bulamu Healthcare
“LOVE THE PROGRAM!!!”
Tina LeMar
Executive Director - Sheltered Yoga
“I just finished uploading our strategic plan onto the platform. It was very user friendly and smooth!”
Andy Rhodes
Executive Director - Teachers Supporting Teachers
"Removing Barriers to Sports and Fitness."
“Prompts are very effective at driving me through the process. Clear and matter of fact. AI does a great job of translating rough inputs into plan-like language.”
Nonprofit Strategic Planning Consultant
“I just wanted to let you know how impressed I am with this system and the interaction with the AI component. It was very insightful and helped me think of things I never would have. It helped me put together a seamless plan.”
Cody Birley
Founder - Prairieland Adaptive
"Empowering Youth. Cultivating Citizen Artists."
“Over the last months, Bulamu's team used PlanPerfect on a regular basis and would highly recommend this service to any non-profit seeking structure and significant experience to support their strategic planning needs.”
Richard Siegler
President & CEO - Bulamu Healthcare
“LOVE THE PROGRAM!!!”
Tina LeMar
Executive Director - Sheltered Yoga
“I just finished uploading our strategic plan onto the platform. It was very user friendly and smooth!”
Andy Rhodes
Executive Director - Teachers Supporting Teachers
"Removing Barriers to Sports and Fitness."
“Prompts are very effective at driving me through the process. Clear and matter of fact. AI does a great job of translating rough inputs into plan-like language.”
Nonprofit Strategic Planning Consultant
“I just wanted to let you know how impressed I am with this system and the interaction with the AI component. It was very insightful and helped me think of things I never would have. It helped me put together a seamless plan.”
Cody Birley
Founder - Prairieland Adaptive
"Empowering Youth. Cultivating Citizen Artists."
“Over the last months, Bulamu's team used PlanPerfect on a regular basis and would highly recommend this service to any non-profit seeking structure and significant experience to support their strategic planning needs.”
Richard Siegler
President & CEO - Bulamu Healthcare
“LOVE THE PROGRAM!!!”
Tina LeMar
Executive Director - Sheltered Yoga
“I just finished uploading our strategic plan onto the platform. It was very user friendly and smooth!”
Andy Rhodes
Executive Director - Teachers Supporting Teachers
"Removing Barriers to Sports and Fitness."
“Prompts are very effective at driving me through the process. Clear and matter of fact. AI does a great job of translating rough inputs into plan-like language.”
Nonprofit Strategic Planning Consultant
“I just wanted to let you know how impressed I am with this system and the interaction with the AI component. It was very insightful and helped me think of things I never would have. It helped me put together a seamless plan.”
Cody Birley
Founder - Prairieland Adaptive
"Empowering Youth. Cultivating Citizen Artists."
“Over the last months, Bulamu's team used PlanPerfect on a regular basis and would highly recommend this service to any non-profit seeking structure and significant experience to support their strategic planning needs.”
Richard Siegler
President & CEO - Bulamu Healthcare
“LOVE THE PROGRAM!!!”
Tina LeMar
Executive Director - Sheltered Yoga
“I just finished uploading our strategic plan onto the platform. It was very user friendly and smooth!”
Andy Rhodes
Executive Director - Teachers Supporting Teachers
"Removing Barriers to Sports and Fitness."
“Prompts are very effective at driving me through the process. Clear and matter of fact. AI does a great job of translating rough inputs into plan-like language.”
Nonprofit Strategic Planning Consultant
“I just wanted to let you know how impressed I am with this system and the interaction with the AI component. It was very insightful and helped me think of things I never would have. It helped me put together a seamless plan.”
Cody Birley
Founder - Prairieland Adaptive
"Empowering Youth. Cultivating Citizen Artists."
“Over the last months, Bulamu's team used PlanPerfect on a regular basis and would highly recommend this service to any non-profit seeking structure and significant experience to support their strategic planning needs.”
Richard Siegler
President & CEO - Bulamu Healthcare
“LOVE THE PROGRAM!!!”
Tina LeMar
Executive Director - Sheltered Yoga
“I just finished uploading our strategic plan onto the platform. It was very user friendly and smooth!”
Andy Rhodes
Executive Director - Teachers Supporting Teachers
"Removing Barriers to Sports and Fitness."
“Prompts are very effective at driving me through the process. Clear and matter of fact. AI does a great job of translating rough inputs into plan-like language.”
Nonprofit Strategic Planning Consultant
“I just wanted to let you know how impressed I am with this system and the interaction with the AI component. It was very insightful and helped me think of things I never would have. It helped me put together a seamless plan.”
Cody Birley
Founder - Prairieland Adaptive
"Empowering Youth. Cultivating Citizen Artists."
“Over the last months, Bulamu's team used PlanPerfect on a regular basis and would highly recommend this service to any non-profit seeking structure and significant experience to support their strategic planning needs.”
Richard Siegler
President & CEO - Bulamu Healthcare
“LOVE THE PROGRAM!!!”
Tina LeMar
Executive Director - Sheltered Yoga
“I just finished uploading our strategic plan onto the platform. It was very user friendly and smooth!”
Andy Rhodes
Executive Director - Teachers Supporting Teachers
"Removing Barriers to Sports and Fitness."
“Prompts are very effective at driving me through the process. Clear and matter of fact. AI does a great job of translating rough inputs into plan-like language.”
Nonprofit Strategic Planning Consultant
“I just wanted to let you know how impressed I am with this system and the interaction with the AI component. It was very insightful and helped me think of things I never would have. It helped me put together a seamless plan.”
Cody Birley
Founder - Prairieland Adaptive
"Empowering Youth. Cultivating Citizen Artists."
“Over the last months, Bulamu's team used PlanPerfect on a regular basis and would highly recommend this service to any non-profit seeking structure and significant experience to support their strategic planning needs.”
Richard Siegler
President & CEO - Bulamu Healthcare
“LOVE THE PROGRAM!!!”
Tina LeMar
Executive Director - Sheltered Yoga
“I just finished uploading our strategic plan onto the platform. It was very user friendly and smooth!”
Andy Rhodes
Executive Director - Teachers Supporting Teachers
"Removing Barriers to Sports and Fitness."
“Prompts are very effective at driving me through the process. Clear and matter of fact. AI does a great job of translating rough inputs into plan-like language.”
Nonprofit Strategic Planning Consultant
“I just wanted to let you know how impressed I am with this system and the interaction with the AI component. It was very insightful and helped me think of things I never would have. It helped me put together a seamless plan.”
Cody Birley
Founder - Prairieland Adaptive
"Empowering Youth. Cultivating Citizen Artists."
“Over the last months, Bulamu's team used PlanPerfect on a regular basis and would highly recommend this service to any non-profit seeking structure and significant experience to support their strategic planning needs.”
Richard Siegler
President & CEO - Bulamu Healthcare
“LOVE THE PROGRAM!!!”
Tina LeMar
Executive Director - Sheltered Yoga
“I just finished uploading our strategic plan onto the platform. It was very user friendly and smooth!”
Andy Rhodes
Executive Director - Teachers Supporting Teachers
"Removing Barriers to Sports and Fitness."
“Prompts are very effective at driving me through the process. Clear and matter of fact. AI does a great job of translating rough inputs into plan-like language.”
Nonprofit Strategic Planning Consultant
“I just wanted to let you know how impressed I am with this system and the interaction with the AI component. It was very insightful and helped me think of things I never would have. It helped me put together a seamless plan.”
Cody Birley
Founder - Prairieland Adaptive
"Empowering Youth. Cultivating Citizen Artists."
“Over the last months, Bulamu's team used PlanPerfect on a regular basis and would highly recommend this service to any non-profit seeking structure and significant experience to support their strategic planning needs.”
Richard Siegler
President & CEO - Bulamu Healthcare
“LOVE THE PROGRAM!!!”
Tina LeMar
Executive Director - Sheltered Yoga
“I just finished uploading our strategic plan onto the platform. It was very user friendly and smooth!”
Andy Rhodes
Executive Director - Teachers Supporting Teachers
"Removing Barriers to Sports and Fitness."
“Prompts are very effective at driving me through the process. Clear and matter of fact. AI does a great job of translating rough inputs into plan-like language.”
Nonprofit Strategic Planning Consultant
“I just wanted to let you know how impressed I am with this system and the interaction with the AI component. It was very insightful and helped me think of things I never would have. It helped me put together a seamless plan.”
Cody Birley
Founder - Prairieland Adaptive
"Empowering Youth. Cultivating Citizen Artists."
“Over the last months, Bulamu's team used PlanPerfect on a regular basis and would highly recommend this service to any non-profit seeking structure and significant experience to support their strategic planning needs.”
Richard Siegler
President & CEO - Bulamu Healthcare
“LOVE THE PROGRAM!!!”
Tina LeMar
Executive Director - Sheltered Yoga
“I just finished uploading our strategic plan onto the platform. It was very user friendly and smooth!”
Andy Rhodes
Executive Director - Teachers Supporting Teachers
"Removing Barriers to Sports and Fitness."
“Prompts are very effective at driving me through the process. Clear and matter of fact. AI does a great job of translating rough inputs into plan-like language.”
Nonprofit Strategic Planning Consultant
“I just wanted to let you know how impressed I am with this system and the interaction with the AI component. It was very insightful and helped me think of things I never would have. It helped me put together a seamless plan.”
Cody Birley
Founder - Prairieland Adaptive
"Empowering Youth. Cultivating Citizen Artists."
“Over the last months, Bulamu's team used PlanPerfect on a regular basis and would highly recommend this service to any non-profit seeking structure and significant experience to support their strategic planning needs.”
Richard Siegler
President & CEO - Bulamu Healthcare
“LOVE THE PROGRAM!!!”
Tina LeMar
Executive Director - Sheltered Yoga
“I just finished uploading our strategic plan onto the platform. It was very user friendly and smooth!”
Andy Rhodes
Executive Director - Teachers Supporting Teachers
"Removing Barriers to Sports and Fitness."
“Prompts are very effective at driving me through the process. Clear and matter of fact. AI does a great job of translating rough inputs into plan-like language.”
Nonprofit Strategic Planning Consultant
“I just wanted to let you know how impressed I am with this system and the interaction with the AI component. It was very insightful and helped me think of things I never would have. It helped me put together a seamless plan.”
Cody Birley
Founder - Prairieland Adaptive
"Empowering Youth. Cultivating Citizen Artists."
“Over the last months, Bulamu's team used PlanPerfect on a regular basis and would highly recommend this service to any non-profit seeking structure and significant experience to support their strategic planning needs.”
Richard Siegler
President & CEO - Bulamu Healthcare
“LOVE THE PROGRAM!!!”
Tina LeMar
Executive Director - Sheltered Yoga
“I just finished uploading our strategic plan onto the platform. It was very user friendly and smooth!”
Andy Rhodes
Executive Director - Teachers Supporting Teachers
"Removing Barriers to Sports and Fitness."
“Prompts are very effective at driving me through the process. Clear and matter of fact. AI does a great job of translating rough inputs into plan-like language.”
Nonprofit Strategic Planning Consultant
Expertise
Developed by
Nonprofit & Tech Experts
Developed by
Nonprofit & Tech Experts
Sophia Shaw
Sophia Shaw
Nonprofit CEO, Trustee, Board President, and Professor of Social Impact
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
Technology and Business Leader, Board Member, and Kellogg MBA