For Consultants
Strengthen Your Practice. Sustain Your Clients' Work.
PlanPerfect gives nonprofit consultants a modern platform for strategic planning, enterprise risk management, implementation, and reporting. Whether you facilitate planning from beginning to end or want your clients to have a better way to manage and implement their plans, PlanPerfect extends the value of your work long after your engagement ends. It also creates opportunities to continue supporting clients through implementation, board reporting, annual planning, and strategic advising—turning what is often a one-time planning engagement into a longer-term client relationship.
How We Work with Consultants
Every consulting practice is different. Some consultants use PlanPerfect to manage their entire strategic planning process, while others introduce it after the plan is complete so clients have a practical way to implement and sustain their work.
Consultants use PlanPerfect to:
Streamline and automate the strategic planning process, from stakeholder engagement through board approval
Conduct stakeholder surveys, interviews, and SWOT analyses that gather meaningful input and save hours of administrative work
Replace documents and spreadsheets with a collaborative planning platform
Leave clients with a living strategic plan rather than a document that sits on a shelf
Give boards and leadership teams dashboards and reporting tools to monitor implementation
Help clients connect strategic priorities to fundraising, grant proposals, and organizational decision-making
Create opportunities for ongoing advisory engagements through implementation support, annual strategic reviews, board reporting, enterprise risk management, and strategic coaching
Every consulting practice is unique, so we tailor our pricing to fit your needs. Pricing depends on factors such as the organizations you serve, the number of clients using the platform, and how you would like to work with PlanPerfect. We'd be happy to develop an approach that fits your practice.
Why Consultants Choose PlanPerfect
As a nonprofit consultant, your greatest value is your judgment, experience, and facilitation—not administrative work. PlanPerfect handles the planning process so you can spend more time advising clients and less time managing documents.
PlanPerfect supports your work by providing:
Better Discovery – Engage boards, staff, donors, volunteers, and community members through robust surveys, structured interviews, and integrated SWOT analysis.
Streamlined Plan Development – Help clients build strategic and enterprise risk management plans more efficiently.
Living Plans – Give clients a platform that keeps their plans current, measurable, and actionable after your engagement ends.
A Stronger Consulting Practice – Continue working with clients as they implement their plans, monitor progress, report to their boards, update priorities, and navigate new challenges—creating better outcomes for clients and more recurring consulting opportunities.
Strengthen Your Consulting Practice
AI-Assisted Planning
Transform ideas, stakeholder input, and planning discussions into polished strategic plans and enterprise risk management frameworks.
Surveys, Interviews, and SWOT Analysis
Gather meaningful stakeholder input through flexible surveys, structured interviews, and integrated SWOT analysis tools that make discovery more efficient and comprehensive.
Dashboards and Reporting
Provide clients with clear dashboards and reports that support board oversight, accountability, fundraising, and ongoing implementation.
PlanPerfect complements your expertise by helping clients create strategic plans they can implement, measure, and adapt over time. Together, your guidance and our software help organizations move beyond planning to sustained execution—while creating opportunities for an ongoing advisory relationship that delivers lasting value to your clients and your practice.