

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.
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.



