What’s New in PlanPerfect: Smarter Tools for Stronger Nonprofits

This session provided an overview of how nonprofit leaders are modernizing their planning to build more resilient organizations capable of greater impact.

During the session, PlanPerfect Cofounders, Adam Wolford and Sophia Shaw, covered:

• From document to operating system: How PlanPerfect enables organizations to treat their strategic plan as an operating system—supporting alignment, simplifying execution, and strengthening accountability across teams.

• Strategy and risk, together: A walkthrough of our integrated Enterprise Risk Management (ERM) capabilities, showing how organizational risk can be identified, monitored, and governed directly alongside strategic priorities.

• Unified organizational intelligence: How PlanPerfect brings together discovery inputs, surveys, plans, and institutional knowledge —supporting clearer, more context-driven decision-making.