Make Organizational Risk Visible and Actionable
Make Organizational Risk Visible and Actionable
PlanPerfect helps nonprofit leaders identify risks, assess impact, create mitigation plans, and report clearly, all while being integrated directly with strategy.
PlanPerfect helps nonprofit leaders identify risks, assess impact, create mitigation plans, and report clearly, all while being integrated directly with strategy.
How It Works
A Practical Approach to Nonprofit Enterprise Management
A Practical Approach to Nonprofit Enterprise Management
PlanPerfect’s ERM (Enterprise Risk Management) tools are designed for real nonprofit operations.
1
1
Identify Risks
Identify Risks
Capture strategic, financial, operational, compliance, and reputational risks in a single, shared risk register.
Capture strategic, financial, operational, compliance, and reputational risks in a single, shared risk register.
Capture strategic, financial, operational, compliance, and reputational risks in a single, shared risk register.
2
2
Assess Impact and Likelihood
Assess Impact and Likelihood
Evaluate risks using consistent criteria so leadership can prioritize what matters most.
Evaluate risks using consistent criteria so leadership can prioritize what matters most.
Evaluate risks using consistent criteria so leadership can prioritize what matters most.
3
3
Plan Mitigation
Plan Mitigation
Define mitigation strategies, assign ownership, and track progress over time, rather than revisiting risks once a year.
Define mitigation strategies, assign ownership, and track progress over time, rather than revisiting risks once a year.
Define mitigation strategies, assign ownership, and track progress over time, rather than revisiting risks once a year.
4
4
Monitor and Report
Monitor and Report
Deliver clear, defensible risk updates to leadership and boards.
Deliver clear, defensible risk updates to leadership and boards.
Deliver clear, defensible risk updates to leadership and boards.
Why It Matters
When Risk Is Visible, Better Decisions Follow
Leadership gains clarity
Attention stays on the most significant risks.
Boards receive oversight
Risk reporting supports governance responsibilities.
Risk becomes proactive
Issues are identified earlier.
Accountability is built in
Each risk has an owner and status.
Compliance stays manageable
Audits and reviews are supported.
Why It Matters
What Changes When Strategy Lives In One System
Leadership gains clarity
Attention stays on the most significant risks.
Boards receive oversight
Risk reporting supports governance responsibilities.
Risk becomes proactive
Issues are identified earlier.
Accountability is built in
Each risk has an owner and status.
Compliance stays manageable
Audits and reviews are supported.
Trusted by Nonprofit Leaders
Built To Support Governance, Resilience,
And Accountability
Built To Support Governance, Resilience,
And Accountability
Built To Support Governance, Resilience,
And Accountability
PlanPerfect enables nonprofits to move beyond informal risk discussions to a repeatable, organization-wide approach that leadership and boards can trust. Whether formalizing ERM for the first time or strengthening existing oversight, PlanPerfect provides a practical system to manage risk with confidence.
Capt. Daniel Andrews
Co-Founder and Chief Executive Officer
“[The stakeholder feedback feature] was really, really positive because it allowed us to separate feedback into two components: big overarching things that we want to work on as part of the strategic plan and then the others are ongoing things that are essential to what we do on a day-to-day basis.”
Jonathan Foerster
Chief Executive Officer - Children’s Museum of Naples
“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 a game-changer"
Tammy Richelieu
Chief Development Officer
“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
“I just finished uploading our strategic plan onto the platform. It was very user friendly and smooth!”
Andy Rhodes
Executive Director - Teachers Supporting Teachers
“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
Dr. Na'Taki Osborne Jelks
Co-Founder & Executive Director
“Implementing projects for tribes means working in uncertainty while holding a vision that never changes. That vision is constant, even if it’s hard to find partners who will walk with you and they have their own timelines. Tools like PlanPerfect can help because when something like funding doesn’t come through, we can go back, unclick what was attached to that funding, and reposition ourselves for the next opportunity.”
AlexAnna Salmon
President - Igiugig Village Council
“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“[The stakeholder feedback feature] was really, really positive because it allowed us to separate feedback into two components: big overarching things that we want to work on as part of the strategic plan and then the others are ongoing things that are essential to what we do on a day-to-day basis.”
Jonathan Foerster
Chief Executive Officer - Children’s Museum of Naples
“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 a game-changer"
Tammy Richelieu
Chief Development Officer“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
“I just finished uploading our strategic plan onto the platform. It was very user friendly and smooth!”
Andy Rhodes
Executive Director - Teachers Supporting Teachers
“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
Dr. Na'Taki Osborne Jelks
Co-Founder & Executive Director“Implementing projects for tribes means working in uncertainty while holding a vision that never changes. That vision is constant, even if it’s hard to find partners who will walk with you and they have their own timelines. Tools like PlanPerfect can help because when something like funding doesn’t come through, we can go back, unclick what was attached to that funding, and reposition ourselves for the next opportunity.”
AlexAnna Salmon
President - Igiugig Village Council
“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“[The stakeholder feedback feature] was really, really positive because it allowed us to separate feedback into two components: big overarching things that we want to work on as part of the strategic plan and then the others are ongoing things that are essential to what we do on a day-to-day basis.”
Jonathan Foerster
Chief Executive Officer - Children’s Museum of Naples
“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 a game-changer"
Tammy Richelieu
Chief Development Officer“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
“I just finished uploading our strategic plan onto the platform. It was very user friendly and smooth!”
Andy Rhodes
Executive Director - Teachers Supporting Teachers
“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
Dr. Na'Taki Osborne Jelks
Co-Founder & Executive Director“Implementing projects for tribes means working in uncertainty while holding a vision that never changes. That vision is constant, even if it’s hard to find partners who will walk with you and they have their own timelines. Tools like PlanPerfect can help because when something like funding doesn’t come through, we can go back, unclick what was attached to that funding, and reposition ourselves for the next opportunity.”
AlexAnna Salmon
President - Igiugig Village Council
“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“[The stakeholder feedback feature] was really, really positive because it allowed us to separate feedback into two components: big overarching things that we want to work on as part of the strategic plan and then the others are ongoing things that are essential to what we do on a day-to-day basis.”
Jonathan Foerster
Chief Executive Officer - Children’s Museum of Naples
“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 a game-changer"
Tammy Richelieu
Chief Development Officer“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
“I just finished uploading our strategic plan onto the platform. It was very user friendly and smooth!”
Andy Rhodes
Executive Director - Teachers Supporting Teachers
“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
Dr. Na'Taki Osborne Jelks
Co-Founder & Executive Director“Implementing projects for tribes means working in uncertainty while holding a vision that never changes. That vision is constant, even if it’s hard to find partners who will walk with you and they have their own timelines. Tools like PlanPerfect can help because when something like funding doesn’t come through, we can go back, unclick what was attached to that funding, and reposition ourselves for the next opportunity.”
AlexAnna Salmon
President - Igiugig Village Council
“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“[The stakeholder feedback feature] was really, really positive because it allowed us to separate feedback into two components: big overarching things that we want to work on as part of the strategic plan and then the others are ongoing things that are essential to what we do on a day-to-day basis.”
Jonathan Foerster
Chief Executive Officer - Children’s Museum of Naples
“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 a game-changer"
Tammy Richelieu
Chief Development Officer“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
“I just finished uploading our strategic plan onto the platform. It was very user friendly and smooth!”
Andy Rhodes
Executive Director - Teachers Supporting Teachers
“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
Dr. Na'Taki Osborne Jelks
Co-Founder & Executive Director“Implementing projects for tribes means working in uncertainty while holding a vision that never changes. That vision is constant, even if it’s hard to find partners who will walk with you and they have their own timelines. Tools like PlanPerfect can help because when something like funding doesn’t come through, we can go back, unclick what was attached to that funding, and reposition ourselves for the next opportunity.”
AlexAnna Salmon
President - Igiugig Village Council
“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“[The stakeholder feedback feature] was really, really positive because it allowed us to separate feedback into two components: big overarching things that we want to work on as part of the strategic plan and then the others are ongoing things that are essential to what we do on a day-to-day basis.”
Jonathan Foerster
Chief Executive Officer - Children’s Museum of Naples
“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 a game-changer"
Tammy Richelieu
Chief Development Officer“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
“I just finished uploading our strategic plan onto the platform. It was very user friendly and smooth!”
Andy Rhodes
Executive Director - Teachers Supporting Teachers
“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
Dr. Na'Taki Osborne Jelks
Co-Founder & Executive Director“Implementing projects for tribes means working in uncertainty while holding a vision that never changes. That vision is constant, even if it’s hard to find partners who will walk with you and they have their own timelines. Tools like PlanPerfect can help because when something like funding doesn’t come through, we can go back, unclick what was attached to that funding, and reposition ourselves for the next opportunity.”
AlexAnna Salmon
President - Igiugig Village Council
“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“[The stakeholder feedback feature] was really, really positive because it allowed us to separate feedback into two components: big overarching things that we want to work on as part of the strategic plan and then the others are ongoing things that are essential to what we do on a day-to-day basis.”
Jonathan Foerster
Chief Executive Officer - Children’s Museum of Naples
“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 a game-changer"
Tammy Richelieu
Chief Development Officer“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
“I just finished uploading our strategic plan onto the platform. It was very user friendly and smooth!”
Andy Rhodes
Executive Director - Teachers Supporting Teachers
“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
Dr. Na'Taki Osborne Jelks
Co-Founder & Executive Director“Implementing projects for tribes means working in uncertainty while holding a vision that never changes. That vision is constant, even if it’s hard to find partners who will walk with you and they have their own timelines. Tools like PlanPerfect can help because when something like funding doesn’t come through, we can go back, unclick what was attached to that funding, and reposition ourselves for the next opportunity.”
AlexAnna Salmon
President - Igiugig Village Council
“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“[The stakeholder feedback feature] was really, really positive because it allowed us to separate feedback into two components: big overarching things that we want to work on as part of the strategic plan and then the others are ongoing things that are essential to what we do on a day-to-day basis.”
Jonathan Foerster
Chief Executive Officer - Children’s Museum of Naples
“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 a game-changer"
Tammy Richelieu
Chief Development Officer“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
“I just finished uploading our strategic plan onto the platform. It was very user friendly and smooth!”
Andy Rhodes
Executive Director - Teachers Supporting Teachers
“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
Dr. Na'Taki Osborne Jelks
Co-Founder & Executive Director“Implementing projects for tribes means working in uncertainty while holding a vision that never changes. That vision is constant, even if it’s hard to find partners who will walk with you and they have their own timelines. Tools like PlanPerfect can help because when something like funding doesn’t come through, we can go back, unclick what was attached to that funding, and reposition ourselves for the next opportunity.”
AlexAnna Salmon
President - Igiugig Village Council
“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“[The stakeholder feedback feature] was really, really positive because it allowed us to separate feedback into two components: big overarching things that we want to work on as part of the strategic plan and then the others are ongoing things that are essential to what we do on a day-to-day basis.”
Jonathan Foerster
Chief Executive Officer - Children’s Museum of Naples
“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 a game-changer"
Tammy Richelieu
Chief Development Officer“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
“I just finished uploading our strategic plan onto the platform. It was very user friendly and smooth!”
Andy Rhodes
Executive Director - Teachers Supporting Teachers
“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
Dr. Na'Taki Osborne Jelks
Co-Founder & Executive Director“Implementing projects for tribes means working in uncertainty while holding a vision that never changes. That vision is constant, even if it’s hard to find partners who will walk with you and they have their own timelines. Tools like PlanPerfect can help because when something like funding doesn’t come through, we can go back, unclick what was attached to that funding, and reposition ourselves for the next opportunity.”
AlexAnna Salmon
President - Igiugig Village Council
“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“[The stakeholder feedback feature] was really, really positive because it allowed us to separate feedback into two components: big overarching things that we want to work on as part of the strategic plan and then the others are ongoing things that are essential to what we do on a day-to-day basis.”
Jonathan Foerster
Chief Executive Officer - Children’s Museum of Naples
“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 a game-changer"
Tammy Richelieu
Chief Development Officer“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
“I just finished uploading our strategic plan onto the platform. It was very user friendly and smooth!”
Andy Rhodes
Executive Director - Teachers Supporting Teachers
“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
Dr. Na'Taki Osborne Jelks
Co-Founder & Executive Director“Implementing projects for tribes means working in uncertainty while holding a vision that never changes. That vision is constant, even if it’s hard to find partners who will walk with you and they have their own timelines. Tools like PlanPerfect can help because when something like funding doesn’t come through, we can go back, unclick what was attached to that funding, and reposition ourselves for the next opportunity.”
AlexAnna Salmon
President - Igiugig Village Council
“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“[The stakeholder feedback feature] was really, really positive because it allowed us to separate feedback into two components: big overarching things that we want to work on as part of the strategic plan and then the others are ongoing things that are essential to what we do on a day-to-day basis.”
Jonathan Foerster
Chief Executive Officer - Children’s Museum of Naples
“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 a game-changer"
Tammy Richelieu
Chief Development Officer“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
“I just finished uploading our strategic plan onto the platform. It was very user friendly and smooth!”
Andy Rhodes
Executive Director - Teachers Supporting Teachers
“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
Dr. Na'Taki Osborne Jelks
Co-Founder & Executive Director“Implementing projects for tribes means working in uncertainty while holding a vision that never changes. That vision is constant, even if it’s hard to find partners who will walk with you and they have their own timelines. Tools like PlanPerfect can help because when something like funding doesn’t come through, we can go back, unclick what was attached to that funding, and reposition ourselves for the next opportunity.”
AlexAnna Salmon
President - Igiugig Village Council
“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“[The stakeholder feedback feature] was really, really positive because it allowed us to separate feedback into two components: big overarching things that we want to work on as part of the strategic plan and then the others are ongoing things that are essential to what we do on a day-to-day basis.”
Jonathan Foerster
Chief Executive Officer - Children’s Museum of Naples
“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 a game-changer"
Tammy Richelieu
Chief Development Officer“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
“I just finished uploading our strategic plan onto the platform. It was very user friendly and smooth!”
Andy Rhodes
Executive Director - Teachers Supporting Teachers
“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
Dr. Na'Taki Osborne Jelks
Co-Founder & Executive Director“Implementing projects for tribes means working in uncertainty while holding a vision that never changes. That vision is constant, even if it’s hard to find partners who will walk with you and they have their own timelines. Tools like PlanPerfect can help because when something like funding doesn’t come through, we can go back, unclick what was attached to that funding, and reposition ourselves for the next opportunity.”
AlexAnna Salmon
President - Igiugig Village Council
“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
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