A Unified System for Nonprofit Strategy and Execution
A Unified System for Nonprofit Strategy and Execution
PlanPerfect transforms surveys, stakeholder input, and board direction into a clear strategic plan and keeps it active, trackable, and reportable in one professional planning system.
PlanPerfect transforms surveys, stakeholder input, and board direction into a clear strategic plan and keeps it active, trackable, and reportable in one professional planning system.
How It Works
From Inputs to a Strategic Plan
From Inputs to a Strategic Plan
PlanPerfect is designed to support how strategic planning happens inside nonprofit organizations. PlanPerfect helps nonprofits build strategic plans that reflect their own voice and include the voices of the people they serve, work with, and rely on.
1
1
Organize Your Inputs
Organize Your Inputs
Bring surveys, stakeholder feedback, planning documents, and institutional knowledge into one centralized workspace so critical context is preserved and accessible
Bring surveys, stakeholder feedback, planning documents, and institutional knowledge into one centralized workspace so critical context is preserved and accessible
Bring surveys, stakeholder feedback, planning documents, and institutional knowledge into one centralized workspace so critical context is preserved and accessible
2
2
Build the Plan
Build the Plan
Create goals, objectives, and tactics using a structured, nonprofit-specific process that aligns leadership, staff, and the board around shared priorities.
Create goals, objectives, and tactics using a structured, nonprofit-specific process that aligns leadership, staff, and the board around shared priorities.
Create goals, objectives, and tactics using a structured, nonprofit-specific process that aligns leadership, staff, and the board around shared priorities.
3
3
Track Execution
Track Execution
Assign ownership, monitor progress, track metrics, and update status so the plan continues to guide decisions after board approval.
Assign ownership, monitor progress, track metrics, and update status so the plan continues to guide decisions after board approval.
Assign ownership, monitor progress, track metrics, and update status so the plan continues to guide decisions after board approval.
4
4
Report With Confidence
Report With Confidence
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.
Generate clear, credible updates for boards, funders, and leadership without recreating plans in slides or spreadsheets.
Why It Matters
What Changes When Strategy Lives In One System
Strategy becomes operational
The plan is used day to day.
Leadership gains visibility
Progress and gaps are easy to see.
Boards stay aligned
Reporting is consistent and reliable.
Accountability is embedded
Ownership and timelines are clear.
Reporting is repeatable
Existing data supports regular reporting.
Why It Matters
What Changes When Strategy Lives In One System
Strategy becomes operational
The plan is used day to day.
Leadership gains visibility
Progress and gaps are easy to see.
Boards stay aligned
Reporting is consistent and reliable.
Accountability is embedded
Ownership and timelines are clear.
Reporting is repeatable
Existing data supports regular reporting.
Trusted by Nonprofit Leaders
Built for organizations that take governance and execution seriously
Built for organizations that take governance and execution seriously
Built for organizations that take governance and execution seriously
PlanPerfect is used by nonprofit leaders who value clarity, accountability, and disciplined follow-through without adding unnecessary complexity. Whether launching a new strategic plan or strengthening an existing one, PlanPerfect provides a practical system that reflects how nonprofits operate.
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 your strategic plan can become an ongoing, usable tool for your organization.