Watch the full webinar recording by clicking the link here.

This What's New In PlanPerfect session held on July 15, 2026, gave nonprofit leaders a look at PlanPerfect's newest updates and features.

The webinar was hosted by PlanPerfect co-founder Adam Wolford, and Rachel, Director of Product and Design. They covered:

The updated PlanPerfect Advisor Tool: The PlanPerfect Advisor now answers exploratory questions with step-by-step guidance, offers business recommendations grounded in an organization's own plan and context, and lets users apply suggested edits directly to their plan through a confirmation card, all from a persistent chat available on every page that integrates the Advisor more seamlessly into the platform.

Faster, more tailored survey and document tools: A new AI assistant helps clarify a survey's goal and then generates a customized set of questions for that goal and stakeholder type, alongside an expanded documents module for organizing supporting materials like bylaws and prior strategic plans.

Plans built to work together: The ability to manage multiple plans within one organization, link related objectives across plans with automatic status roll-ups, and track progress after approval through a changelog and a weekly implementation check-in, so a finished plan keeps driving decisions rather than sitting on a shelf.