Your Organization’s Intelligence, All Working Together
Your Organization’s Intelligence, All Working Together
PlanPerfect Advisor brings your plans, surveys, documents, and institutional history into one experience to support clearer decisions and faster problem-solving.
PlanPerfect Advisor brings your plans, surveys, documents, and institutional history into one experience to support clearer decisions and faster problem-solving.
How It Works
AI Grounded In Your Organization's Context
AI Grounded In Your Organization's Context
PlanPerfect Advisor is not a generic chatbot. It is trained to work from the specific information inside your organization.
1
1
Unified Organizational Knowledge
Unified Organizational Knowledge
The Advisor draws from everything stored in PlanPerfect, including surveys, strategic plans, goals, risks, and historical decisions.
The Advisor draws from everything stored in PlanPerfect, including surveys, strategic plans, goals, risks, and historical decisions.
1
Unified Organizational Knowledge
The Advisor draws from everything stored in PlanPerfect, including surveys, strategic plans, goals, risks, and historical decisions.
2
Context Without
Re-explaining
No need to upload files or provide background each time. The Advisor works from your existing organizational context.
3
Support For Real Work
Generate summaries, draft documents, explore scenarios, and answer questions using trusted internal information.
4
Strategy-aligned Outputs
Generate clear, credible updates for boards, funders, and leadership without recreating plans in slides or spreadsheets.
2
2
Context Without
Re-explaining
No need to upload files or provide background each time. The Advisor works from your existing organizational context.
No need to upload files or provide background each time. The Advisor works from your existing organizational context.
3
3
Support For
Real Work
Generate summaries, draft documents, explore scenarios, and answer questions using trusted internal information.
Generate summaries, draft documents, explore scenarios, and answer questions using trusted internal information.
4
4
Strategy-aligned Outputs
Generate clear, credible updates for boards, funders, and leadership without recreating plans in slides or spreadsheets.
Generate clear, credible updates for boards, funders, and leadership without recreating plans in slides or spreadsheets.
Why It Matters
Better Context Leads To Better Decisions
Less time searching
Information is centralized and accessible.
More confident decisions
Decisions are grounded in current plans.
Stronger team alignment
Teams share a common direction.
Practical outputs
Reports and summaries use existing work.
Why It Matters
Better Context Leads To Better Decisions
Less time searching
Information is centralized and accessible.
More confident decisions
Decisions are grounded in current plans.
Stronger team alignment
Teams share a common direction.
Practical outputs
Reports and summaries use existing work.
Trusted by Nonprofit Leaders
AI Designed To Support Nonprofit Leadership,
Not Replace It
AI Designed To Support Nonprofit Leadership,
Not Replace It
PlanPerfect Advisor is built to assist nonprofit leaders with planning, communication, and decision-making while keeping human judgment and governance at the center. It works alongside strategic planning and enterprise risk management to help organizations stay aligned, informed, and focused on mission execution.
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
See how an AI advisor grounded in your organization’s context can support better decisions.