For Board Members
For Board Members Who Want Strategy to Become Action
PlanPerfect helps nonprofit boards govern more effectively by providing a clear strategic plan, ongoing progress reporting, enterprise risk management, and greater accountability. Instead of reviewing strategy once a year, boards gain a living view of the organization's priorities, progress, and emerging risks.
Why Boards Choose PlanPerfect
As a board member, you play a pivotal role in shaping your nonprofit’s strategy and ensuring its success. PlanPerfect strategic planning software provides the tools to:
Approve strategic plans with greater confidence.
Monitor organizational progress through board-ready dashboards.
Integrate enterprise risk management into regular board discussions.
Strengthen accountability between board and staff.
Spend less time reviewing reports and more time governing strategically.
Approve strategic plans with greater confidence.
Monitor organizational progress through board-ready dashboards.
Integrate enterprise risk management into regular board discussions.
Strengthen accountability between board and staff.
Spend less time reviewing reports and more time governing strategically.
How PlanPerfect Supports Board Members
Simplify Strategic Oversight
PlanPerfect delivers an intuitive software platform that allows you to review, assess, and contribute to your organization’s strategic goals and risk efficiently.
PlanPerfect delivers an intuitive software platform that allows you to review, assess, and contribute to your organization’s strategic goals and risk efficiently.
Ensure Mission Alignment
PlanPerfect allows you to stay focused on fulfilling your nonprofit's mission with plans that evolve as your organization's needs change.
Foster Better Collaboration
Use PlanPerfect to bridge the gap between the executive team and the board with accessible, clear, and actionable strategic and risk plans.
Use PlanPerfect to bridge the gap between the executive team and the board with accessible, clear, and actionable strategic and risk plans.
Simplify Strategic Oversight
PlanPerfect delivers an intuitive software platform that allows you to review, assess, and contribute to your organization’s strategic goals and risk efficiently.
Foster Better Collaboration
Use PlanPerfect to bridge the gap between the executive team and the board with accessible, clear, and actionable strategic and risk plans.
Ensure Mission Alignment
PlanPerfect allows you to stay focused on fulfilling your nonprofit's mission with plans that evolve as your organization's needs change.
Everything Your Board Needs to Govern Effectively
Accessible Plan Dashboard
Accessible Plan Dashboard
Give board members a clear picture of organizational priorities, progress, and enterprise risks before every meeting.
Enterprise Risk Management
Enterprise Risk Management is embedded directly into the planning process, so risk is considered as decisions are made, not as a separate exercise..
Stakeholder Engagement Tools
Stakeholder Engagement Tools
You and other board members can directly provide meaningful input and feedback on key strategic initiatives.
Tracking and Reporting
Tracking and Reporting
At each board meeting, you draw on real-time updates to stay aligned with the nonprofit's mission and save time and money.
Reviews
Our Clients and Testimonials
Our Clients and Testimonials
“It’s really been a game-changer for Immokalee Fair Housing Alliance because now we have some structure around all the really good work we’re doing and a path forward of what we want to get done, what those priorities are, and who is responsible.”
Lisa Casey
Board Vice Chair & Strategic Planning Committee Chair - Immokalee Fair Housing Alliance
“We could not be happier with our experience with their product. This is my third time going through a strategic planning process, and I am incredibly impressed with how much Plan Perfect has streamlined the process.”
Catherine Rollhaus
Board Co-Chair - Horizons Colorado at Colorado Academy
Capt. Daniel Andrews
Co-Founder and Chief Executive Officer"It's a game-changer"
Tammy Richelieu
Chief Development OfficerNoy Frial-Lopez
Chief Executive Officer
“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
“It’s really been a game-changer for Immokalee Fair Housing Alliance because now we have some structure around all the really good work we’re doing and a path forward of what we want to get done, what those priorities are, and who is responsible.”
Lisa Casey
Board Vice Chair & Strategic Planning Committee Chair - Immokalee Fair Housing Alliance
“We could not be happier with our experience with their product. This is my third time going through a strategic planning process, and I am incredibly impressed with how much Plan Perfect has streamlined the process.”
Catherine Rollhaus
Board Co-Chair - Horizons Colorado at Colorado Academy
Capt. Daniel Andrews
Co-Founder and Chief Executive Officer"It's a game-changer"
Tammy Richelieu
Chief Development OfficerNoy Frial-Lopez
Chief Executive Officer
“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
“It’s really been a game-changer for Immokalee Fair Housing Alliance because now we have some structure around all the really good work we’re doing and a path forward of what we want to get done, what those priorities are, and who is responsible.”
Lisa Casey
Board Vice Chair & Strategic Planning Committee Chair - Immokalee Fair Housing Alliance
“We could not be happier with our experience with their product. This is my third time going through a strategic planning process, and I am incredibly impressed with how much Plan Perfect has streamlined the process.”
Catherine Rollhaus
Board Co-Chair - Horizons Colorado at Colorado Academy
Capt. Daniel Andrews
Co-Founder and Chief Executive Officer"It's a game-changer"
Tammy Richelieu
Chief Development OfficerNoy Frial-Lopez
Chief Executive Officer
“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
“It’s really been a game-changer for Immokalee Fair Housing Alliance because now we have some structure around all the really good work we’re doing and a path forward of what we want to get done, what those priorities are, and who is responsible.”
Lisa Casey
Board Vice Chair & Strategic Planning Committee Chair - Immokalee Fair Housing Alliance
“We could not be happier with our experience with their product. This is my third time going through a strategic planning process, and I am incredibly impressed with how much Plan Perfect has streamlined the process.”
Catherine Rollhaus
Board Co-Chair - Horizons Colorado at Colorado Academy
Capt. Daniel Andrews
Co-Founder and Chief Executive Officer"It's a game-changer"
Tammy Richelieu
Chief Development OfficerNoy Frial-Lopez
Chief Executive Officer
“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
“We could not be happier with our experience with their product. This is my third time going through a strategic planning process, and I am incredibly impressed with how much Plan Perfect has streamlined the process.”
Catherine Rollhaus
Board Co-Chair - Horizons Colorado at Colorado Academy
“It’s really been a game-changer for Immokalee Fair Housing Alliance because now we have some structure around all the really good work we’re doing and a path forward of what we want to get done, what those priorities are, and who is responsible.”
Lisa Casey
Board Vice Chair & Strategic Planning Committee Chair - Immokalee Fair Housing Alliance
“PlanPerfect gave us exactly what we needed—a structured framework to break down big ideas into manageable objectives. It’s been transformative for our team’s accountability and engagement.”
Keri Serota
Executive Director - Dare2Tri
"It's a game-changer"
Tammy Richelieu
Chief Development OfficerCapt. Daniel Andrews
Co-Founder and Chief Executive OfficerNoy Frial-Lopez
Chief Executive Officer“We could not be happier with our experience with their product. This is my third time going through a strategic planning process, and I am incredibly impressed with how much Plan Perfect has streamlined the process.”
Catherine Rollhaus
Board Co-Chair - Horizons Colorado at Colorado Academy
“It’s really been a game-changer for Immokalee Fair Housing Alliance because now we have some structure around all the really good work we’re doing and a path forward of what we want to get done, what those priorities are, and who is responsible.”
Lisa Casey
Board Vice Chair & Strategic Planning Committee Chair - Immokalee Fair Housing Alliance
“PlanPerfect gave us exactly what we needed—a structured framework to break down big ideas into manageable objectives. It’s been transformative for our team’s accountability and engagement.”
Keri Serota
Executive Director - Dare2Tri
"It's a game-changer"
Tammy Richelieu
Chief Development OfficerCapt. Daniel Andrews
Co-Founder and Chief Executive OfficerNoy Frial-Lopez
Chief Executive Officer“We could not be happier with our experience with their product. This is my third time going through a strategic planning process, and I am incredibly impressed with how much Plan Perfect has streamlined the process.”
Catherine Rollhaus
Board Co-Chair - Horizons Colorado at Colorado Academy
“It’s really been a game-changer for Immokalee Fair Housing Alliance because now we have some structure around all the really good work we’re doing and a path forward of what we want to get done, what those priorities are, and who is responsible.”
Lisa Casey
Board Vice Chair & Strategic Planning Committee Chair - Immokalee Fair Housing Alliance
“PlanPerfect gave us exactly what we needed—a structured framework to break down big ideas into manageable objectives. It’s been transformative for our team’s accountability and engagement.”
Keri Serota
Executive Director - Dare2Tri
"It's a game-changer"
Tammy Richelieu
Chief Development OfficerCapt. Daniel Andrews
Co-Founder and Chief Executive OfficerNoy Frial-Lopez
Chief Executive Officer“We could not be happier with our experience with their product. This is my third time going through a strategic planning process, and I am incredibly impressed with how much Plan Perfect has streamlined the process.”
Catherine Rollhaus
Board Co-Chair - Horizons Colorado at Colorado Academy
“It’s really been a game-changer for Immokalee Fair Housing Alliance because now we have some structure around all the really good work we’re doing and a path forward of what we want to get done, what those priorities are, and who is responsible.”
Lisa Casey
Board Vice Chair & Strategic Planning Committee Chair - Immokalee Fair Housing Alliance
“PlanPerfect gave us exactly what we needed—a structured framework to break down big ideas into manageable objectives. It’s been transformative for our team’s accountability and engagement.”
Keri Serota
Executive Director - Dare2Tri
"It's a game-changer"
Tammy Richelieu
Chief Development OfficerCapt. Daniel Andrews
Co-Founder and Chief Executive OfficerNoy Frial-Lopez
Chief Executive Officer
“We could not be happier with our experience with their product. This is my third time going through a strategic planning process, and I am incredibly impressed with how much Plan Perfect has streamlined the process.”
Catherine Rollhaus
Board Co-Chair - Horizons Colorado at Colorado Academy
“It’s really been a game-changer for Immokalee Fair Housing Alliance because now we have some structure around all the really good work we’re doing and a path forward of what we want to get done, what those priorities are, and who is responsible.”
Lisa Casey
Board Vice Chair & Strategic Planning Committee Chair - Immokalee Fair Housing Alliance
“PlanPerfect gave us exactly what we needed—a structured framework to break down big ideas into manageable objectives. It’s been transformative for our team’s accountability and engagement.”
Keri Serota
Executive Director - Dare2Tri
"It's a game-changer"
Tammy Richelieu
Chief Development OfficerCapt. Daniel Andrews
Co-Founder and Chief Executive OfficerNoy Frial-Lopez
Chief Executive Officer“We could not be happier with our experience with their product. This is my third time going through a strategic planning process, and I am incredibly impressed with how much Plan Perfect has streamlined the process.”
Catherine Rollhaus
Board Co-Chair - Horizons Colorado at Colorado Academy
“It’s really been a game-changer for Immokalee Fair Housing Alliance because now we have some structure around all the really good work we’re doing and a path forward of what we want to get done, what those priorities are, and who is responsible.”
Lisa Casey
Board Vice Chair & Strategic Planning Committee Chair - Immokalee Fair Housing Alliance
“PlanPerfect gave us exactly what we needed—a structured framework to break down big ideas into manageable objectives. It’s been transformative for our team’s accountability and engagement.”
Keri Serota
Executive Director - Dare2Tri
"It's a game-changer"
Tammy Richelieu
Chief Development OfficerCapt. Daniel Andrews
Co-Founder and Chief Executive OfficerNoy Frial-Lopez
Chief Executive Officer“We could not be happier with our experience with their product. This is my third time going through a strategic planning process, and I am incredibly impressed with how much Plan Perfect has streamlined the process.”
Catherine Rollhaus
Board Co-Chair - Horizons Colorado at Colorado Academy
“It’s really been a game-changer for Immokalee Fair Housing Alliance because now we have some structure around all the really good work we’re doing and a path forward of what we want to get done, what those priorities are, and who is responsible.”
Lisa Casey
Board Vice Chair & Strategic Planning Committee Chair - Immokalee Fair Housing Alliance
“PlanPerfect gave us exactly what we needed—a structured framework to break down big ideas into manageable objectives. It’s been transformative for our team’s accountability and engagement.”
Keri Serota
Executive Director - Dare2Tri
"It's a game-changer"
Tammy Richelieu
Chief Development OfficerCapt. Daniel Andrews
Co-Founder and Chief Executive OfficerNoy Frial-Lopez
Chief Executive Officer“We could not be happier with our experience with their product. This is my third time going through a strategic planning process, and I am incredibly impressed with how much Plan Perfect has streamlined the process.”
Catherine Rollhaus
Board Co-Chair - Horizons Colorado at Colorado Academy
“It’s really been a game-changer for Immokalee Fair Housing Alliance because now we have some structure around all the really good work we’re doing and a path forward of what we want to get done, what those priorities are, and who is responsible.”
Lisa Casey
Board Vice Chair & Strategic Planning Committee Chair - Immokalee Fair Housing Alliance
“PlanPerfect gave us exactly what we needed—a structured framework to break down big ideas into manageable objectives. It’s been transformative for our team’s accountability and engagement.”
Keri Serota
Executive Director - Dare2Tri
"It's a game-changer"
Tammy Richelieu
Chief Development OfficerCapt. Daniel Andrews
Co-Founder and Chief Executive OfficerNoy Frial-Lopez
Chief Executive Officer
Give Your Board the Tools to Govern Strategically
Great boards do more than approve strategic plans. They monitor progress, ask good questions, manage risk, and help organizations adapt over time. PlanPerfect gives boards the visibility and tools they need to fulfill those responsibilities with confidence.