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monday.com is an award-winning work and project management platform that helps teams of all sizes plan, prioritize, manage, and execute their work more effectively. The platform offers solutions for a wide range of use-cases such... Read more about monday.com

4.6 ( 4663 reviews )

51 recommendations

Smartsheet is a work execution platform and collaboration tool with a familiar spreadsheet-like interface that helps teams plan, track, and manage projects in real-time. Smartsheet features include a range of project management to... Read more about Smartsheet

4.5 ( 3224 reviews )

38 recommendations

Adobe Workfront

Adobe Workfront is a collaborative work management solution that addresses the challenges of disconnected teams, siloed tools, and the relentless pace of enterprise work. Workfront includes capabilities to capture and plan, assign... Read more about Adobe Workfront

4.4 ( 1429 reviews )

29 recommendations

Wrike is a cloud-based project management platform for teams of 20+ that is suitable for both large enterprises and SMBs. It supports remote work for various teams. This solution comes with Gantt charts, calendars, workload view f... Read more about Wrike

4.3 ( 2627 reviews )

20 recommendations

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Trello is a visual collaboration tool for planning tasks and projects. While commonly used by agile software development teams, the solution is also used in other departments such as marketing, sales, support and HR. The web-based... Read more about Trello

4.5 ( 34106 reviews )

Jira Software is a business process management tool used by agile teams to plan, track and release software. Jira Software supports Scrum, Kanban, a hybrid model or another unique workflow. Jira enables users to create project r... Read more about Jira

4.4 ( 13000 reviews )

Asana is a comprehensive project management tool that offers a range of technical features to streamline workflows and enhance collaboration within teams. With its user-friendly interface and robust capabilities, Asana provides or... Read more about Asana

4.5 ( 12085 reviews )

ClickUp is a cloud-based collaboration and project management tool suitable for businesses of all sizes and industries. Features include communication and collaboration tools, task assignments and statuses, alerts and a task toolb... Read more about ClickUp

4.6 ( 4092 reviews )

Notion is a digital workspace that lets small to large businesses streamline and manage notes, tasks, projects, records, calendar and more. Key features include portfolio tracker, designer templates, database management, documenta... Read more about Notion

4.7 ( 2180 reviews )

Airtable is a cloud-based project management solution targeting small to midsize businesses as well as departments within larger companies. This system focuses primarily on data organization and collaboration. The system uses... Read more about Airtable

4.7 ( 2001 reviews )

Miro is a visual workspace for innovation that enables distributed teams of any size to dream, design, and build the future together. Miro enables distributed teams to come together to synthesize information, clarify complex idea... Read more about Miro

4.7 ( 1530 reviews )

Teamwork.com

Teamwork.com is the only platform with best-in-class client operations combined with easy-to-use project management that teams love. Deliver work on time and on budget, eliminate client chaos, and understand profitability in one p... Read more about Teamwork.com

4.5 ( 859 reviews )

Bitrix24 is an online workspace for small, medium, and large businesses. It features over 35 cross-integrated tools, including CRM, tasks, Kanban board, Gantt chart, messenger, video calls, file storage, workflow automation, and m... Read more about Bitrix24

4.2 ( 838 reviews )

LiquidPlanner

LiquidPlanner is a transformative project management solution for teams that want to plan, predict, and perform beyond expectations. It was designed to align your people, projects, and priorities to ensure the right people are wo... Read more about LiquidPlanner

4.3 ( 667 reviews )

Pingboard will help you deliver a better employee experience to drive engagement. From one platform, automate your onboarding experience, build a beautiful org chart, create employee profiles, play games to connect with coworkers,... Read more about Pingboard

4.6 ( 597 reviews )

Targetprocess

Targetprocess is a cloud-based enterprise visual platform which connects Portfolio, Products and Teams. The tool perfectly reflects the agile methodology and can help any company to adopt and scale agile across the enterprise... Read more about Targetprocess

4.5 ( 546 reviews )

Aha! is the world's #1 product development software. We help more than 1 million product builders bring their strategy to life. Our suite of tools includes Aha! Roadmaps, Aha! Ideas, Aha! Whiteboards, Aha! Knowledge, and Aha! Deve... Read more about Aha!

4.7 ( 528 reviews )

GanttPRO is a cloud-based project management solution for small to midsize companies, as well as individual users. The software offers Gantt charts, scheduling, progress tracking and more. GanttPRO enables managers to schedul... Read more about GanttPRO

4.8 ( 485 reviews )

Sage Intacct

Sage Intacct is a provider of cloud-based financial management and accounting software. Sage Intacct's software solution is suitable for small to midsize accounting firms and can provide financial reporting and operational insight... Read more about Sage Intacct

4.2 ( 457 reviews )

Lucidspark is a cloud-based software designed to help businesses of all sizes record and share ideas, discuss projects and organize information on a virtual white-board. The platform enables organizations to capture suggestions an... Read more about Lucidspark

4.7 ( 364 reviews )

Without a properly calibrated strategy, your business will suffer. However, with proper strategic planning, your business can create a clearly visible roadmap, which increases productivity, profitability, and sustainability.

While it sounds great in theory, strategic planning can be quite challenging in reality. For instance, if you develop a business strategy but some employees don't have a clear picture of it, or you get so consumed by processes that the company's objective is eclipsed. To avoid these pitfalls, there are strategic planning solutions available on the market that can help you sail smoothly.

This Buyers Guide details the considerations you need to take before making a purchase decision.

Here's what we'll cover:

What is strategic planning software?

Common features of strategic planning software, what type of buyer are you, benefits of strategic planning software, key considerations.

Strategic planning software is a tool that helps organizations identify and define short- and long-term goals and priorities. It helps users choose different paths to reach their desired goals and measure their progress. It also helps them gather and track information all in one place, from the formulation to the execution stage.

Overall, the software provides users the ability to create a detailed and transparent action plan for an organization's growth and helps users make more informed decisions.

Strategic planning process in  Aha! Software  ( Source )

Different vendors offer different features in their strategic planning software solutions. Selecting the right option for your business is easier when you know what common features to look for and what they can help you accomplish.

To further understand these features and learn about strategic planning software vendors, call our advisors at  855-998-8505  for free, no-obligation help. They'll help you narrow down your options by listening to your requirements and recommending the best-suited solutions for your business.

Before you start evaluating strategic planning software options, you'll want to know what buyer category you belong to. Most buyers will fall into one of the below categories:

Sole proprietors:  These buyers are mostly transitioning from paper records to digital platforms or have just started their business. Though they might not have a team with which to collaborate on strategy planning and execution, having a platform to define business strategy is crucial to growing their organization. They may look for an affordable system with basic features such as strategy maps and strategic frameworks to efficiently manage their planning processes.

Small and midsize businesses:  These buyers are often looking to improve their business efficiency and planning coordination. These buyers have teams that need to be on the same page and thus, need products that offer collaborative features. They'll require additional features such as user management and notifications.

Large businesses:  These buyers usually have dedicated project management departments, and handle a large volume of projects and business plans at any given time. They can opt for a complete project management suite that offers strategic planning as an integrated module.

While some of the benefits of strategic planning software may be clear from our discussion above, we've called out the most notable ones below:

Long-term goal planning:  Strategic planning software allows businesses to define roadmaps for achieving desired long-term goals. Businesses can breakdown these goals into monthly, quarterly, or yearly milestones to track progress and mediate processes to realign if required.

Increased transparency:  Strategic planning software gives all relevant stakeholders visibility into the larger organizational growth vision. This helps them identify their role within the vision and understand how their contributions help achieve the vision.

Here are some important questions to consider before you purchase strategic planning software:

Mobile app availability:  If you and your team are constantly on the move, then mobile apps can be useful for you. Check whether the strategic planning software you're considering offers access on mobile devices such as iOS- and Android-based smartphones or tablets. The mobile app will help you manage your business strategy from any location.

Customer support:  Find out if the vendor offers support 24/7, only during business hours, or not at all. Also, ask about available support options, such as email, phone, or live chat.

Note: The applications selected in this article are examples to show a feature in context and are not intended as endorsements or recommendations. They have been obtained from sources believed to be reliable at the time of publication.

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The 11 Best Strategic Planning Software On The Market in 2024

• Julie Simpson
• March 11, 2024
• 11 min read

Table of Contents

By definition, strategic planning is the process of establishing a vision for the future and creating a strategy for achieving shared business goals. Strategic planning involves making decisions that allocate resources, setting performance standards, and assessing results over time. Typically, this sort of visionary planning is done by leadership, and is communicated to teams throughout the business.

Over the last few years, keeping strategic planning front-of-mind has become even more critical in our new hybrid and remote world. As businesses navigate their way through this unprecedented time of disruption, it is now essential to develop strategies tailored to their particular needs and challenges, which is where strategic planning tools become essential.

What is strategic planning?

With acronyms like KPI to ROI to CI, it can be challenging to keep up with all the terminology and jargon that comes with strategic planning. However, if we remove the acronyms and focus on the nuts and bolts, strategic planning is simply a process that helps organizations maximize their resources and achieve long-term goals.

Strategic planning involves:

• Analyzing an organization’s current state.
• Setting overall objectives.
• Developing action plans to reach those objectives.
• Measuring progress.

This process can be simplified using strategic planning software that helps streamline the process by automating and tracking many of the manual steps associated with it. It’s a magic wand for planning, tracking, and achieving your long-term business goals .

Not all strategic planning software is created equal

There are specific features that help teams ensure success when planning for the future, but that doesn’t mean that the same strategic planning software is right for everyone. Here are a few elements that you should think about before committing to a strategic planning software for your team:

User-friendly interface : Look for software that is easy to navigate and understand, even for non-technical users.

Customization options : Don’t just settle for the cookie-cutter option. Choose a software that allows you to tailor its features to meet the unique needs of your business – think integrations, automations and more.

Collaboration tools : Make sure the software you choose has full ability to communicate via chat, as well as within the project and tasks themselves.

Data visualization and reporting : Look for software that can help you quickly and easily understand complex data and present it clearly and concisely.

Integration options : Your business should not be built in a silo and only use a single type of software (at least, I hope not). Make sure that the software you choose integrates with any other tools and systems you already use in your business, such as project management platforms , financial tools, and customer relationship management software.

Mobile compatibility : While this isn’t a make or break element for most teams, ensure the software can be accessed from any device, including smartphones and tablets. It’s nice to be able to work on your plan on the go – but keep your work-life balance manageable!

Scalability : Always, always, always look for software that can grow and evolve with your business. Changing software to meet your needs can be extremely pricy and resource-draining. So pick one and stick with it for the long haul.

Support and training : A good customer service portal (not just an AI asking/responding to arbitrary prompts) and good training are always necessary. Pick one that provides comprehensive support and training to get the most out of it and maximize its benefits.

Top Strategic planning software tools of 2024

Now that we’ve reviewed the basic components of strategic planning solutions, here’s a roundup of the best strategic planning software to help you zero in on the best choice for your business. While this isn’t an exhaustive list, it will help you determine some of the key features offered and if they would compliment your workflow.

Hive is a strategic planning software built for teams that need to plan, coordinate and track their work. Made by teams, for teams, Hive has thought of everything within the project management pipeline.

Our unique strategic planning features help teams define objectives, set milestones, and assign tasks to whole teams. Hive Goals, a new goal setting and OKR software, is also used by teams to create, set and visualize progress, keeping everyone aligned under one large company-wide goal.

Underneath the company-wide goal, teams or individuals can set sub-goals which help route strategy across the business. Goals in Hive can be measured either by the completion of associated tasks, by team progress or with manual updates. Teams can also bring their Goals, tasks, projects and Notes into one centralized dashboard with Hive Pages – a one-stop shop for strategic tracking.

The best part? You can try Hive free for 14 days to see why thousands of teams choose Hive to plan their projects and achieve their strategic goals.

Key features:

• Assign, review and track progress on multiple tasks
• Use Hive Goals to centralize and automate your goal-tracking and reporting
• Automated notifications keep teams informed of changes in a project
• Gantt charts and Calendar views help visualize project timelines and roadmaps
• Portfolio management for keeping track of multiple projects
• Reporting and analytics

ClickUp is a much-loved project management platform with versatility for strategic planning. It offers a range of third-party integrations and is easily accessible on mobile devices. While it may be more involved than some of our other choices, it has an excellent customer service department and in-depth how-to articles if you ever get lost along the way. 

• Strategic planning whiteboard templates to get your team started 
• Users can set and track goals, monitor progress, and adjust plans as needed.
• Facilitates team collaboration and communication through features like comments, mentions, and real-time updates.

3. Airtable

Airtable is a cloud-based platform allowing users to create, organize and store data for their projects. It isn’t just a strategic planning software, as it is often used for reporting and customer relationship management and can easily align with strategic planning. With Airtable, you can create custom boards in minutes to track goals, monitor progress and assign tasks efficiently. While we love a good customized option, if you’re unsure where to start, the strategy planning templates are excellent and simple to follow and understand.

Key features: 

• Create custom fields as needed to track specific data points
• Designed for remote teams – access from any device.
• Real-time collaboration allows for seamless communication between team members.

4. Adobe Workfront 

For those enterprise clients, Adobe Workfront is a massive centralized hub for all your work activities and processes. It integrates with many of Adobe’s products, including Creative Cloud and Acrobat, to make it easier for teams in larger organizations to collaborate on complex projects.

As far as your strategic planning goes, Adobe Workfront offers various strategic planning features that allow teams to set goals, track progress, and analyze results. This might be the best program for you if you are a creative business and use Adobe projects religiously.

• Customized reports that tie in from all adobe platforms
• Real-time reporting capabilities so you always know where you stand
• Advanced analytics tools that let you measure success over time

Any.do is a strategic planning software that offers a free planner and customized managed workflows — ideal for any business looking to keep track of its strategic planning. You can easily access and share your plans across teams and with clients. Any.do also lets you assign tasks, chat in real-time, and onboard an entire team. Plus, Any.do can be accessed online from multiple devices, making it a great solution for remote and hybrid teams. 

• Multiple views dashboard — try personal space, workspace and my day views 

From easy access (mobile app and web-based) to flexible dashboard views (kanban-style, calendar, list views), Trello is a strategic planning software with several capabilities to track strategic planning. 

It allows you to invite new members to collaborate in your workspace, track tasks, and use color-coded labels to organize your data. Its no-code automation features help you optimize the time spent on repetitive tasks, keeping your team on target. Trello has a free version; its paid plans start at $5 per user/month. 

• See your work from multiple angles: Kanban board, timeline, table, calendar, and more
• Automate repetitive tasks and enhance workflow
• Integrate with over a hundred of your favorite tools
• Dozens of premade templates

Unito Strategic Planning Software is an innovative and intuitive tool that helps organizations develop and manage their business and project plans. Its powerful features provide users with a streamlined and results-driven framework. Unito’s unique methodology is on open-source software to ensure flexibility, scalability, and security. With an intuitive interface, users can quickly and easily access the features they need to create and maintain strategic plans.

• Team management
• Portfolio tracking
• Quick start templates – use a custom-made workflow from personal to industry-related templates.
• Protect your privacy – limit boards to a private viewing for you alone or a selected group of users.

8. Monday.com

Monday.com is a project management software with highly customizable features, making it adaptable to your specific strategic planning needs. It offers robust collaboration capabilities, powerful automations, timeline and Gantt chart views for project planning, and a multitude of integrations to seamlessly connect with your other tools. With the ability to create dashboards for high-level insights, Monday.com is able to provide a comprehensive overview of your plans, helping ensure everyone on your team stays aligned with the overall objectives. You can get started with Monday.com for free and plans start at $8/user/month.

Key Features:

• Time tracking
• Document management
• Task dependencies
• Remote collaboration tools.

Check out some alternatives to Monday.com and compare them to find the best strategic planning platform for your organization.

9. Planview AdaptiveWork

Previously known as Clarizen, Planview AdaptiveWork helps project managers gain real-time visibility across all their work, automate workflows and proactively manage risks. When it comes to strategic planning, one of the coolest features of Planview is the ability to create “what if” scenarios, where you can gain insights about your resources and reallocate them accordingly.

Planview Adaptive Work makes reporting easy with its Slide Publisher feature. It creates automatic real-time (up-to-the-minute) status reports with impressive accuracy. Planview also integrates with most common third-party applications, such as Slack, Jira and Salesforce, and offers great customization and integration capabilities. But all this flexibility comes at a price, Planview AdaptiveWork does not have a free plan and its initial plan starts at $1,495/month. You can, however, get a free trial before making the commitment.

Key Features: 

• Resource Planning
• Portfolio Management
• Request Intake 
• Dynamic Reports and Dashboards

Wrike is a project management platform with robust features tailored for strategic project monitoring. Wrike has built-in time tracking, advanced reporting, and resource management features that make it more suitable for larger teams working with complex, multi-stage projects. Wrike also offers a variety of integrations with other tools, such as CRM systems, ERP systems, and BI tools. This can help teams to streamline their workflow and automate tasks while targeting their strategic goals and projects.

Wrike has a free plan with limited capabilities. Their most popular plan starts at $24.80 per month/user, but you can get great features under a lower tier called “Team” for $9.80 per month/user.

• Integrates with various applications like Google Drive, Slack, Salesforce, and Adobe Creative Cloud
• Personalized dashboards for important tasks, updates, and project overviews
• Workflow automation to eliminate manual tasks

11. MindMeister

Some people are visual learners and for those, MindMeister works as a great strategy planning tool. The software allows users to create visual mind maps effortlessly, making it an ideal tool for brainstorming and organizing thoughts. With real time collaboration features and integration capabilities, MindMeister also works as a decent task manager. MindMeister has a free plan with limited capabilities. Its Pro plan — ideal for teams —costs at $6 per user/month and include word export, PowerPoint export and Google Workspace for domains sign-on.

• Visual mind maps
• Real-time collaboration
• Presentation Mode 

What’s next for your team’s strategic planning?

Ultimately, there is no one-size-fits-all solution when choosing a strategic planning software platform. From small business to enterprise-level, you need to determine what specifics you want for your business and then try out a few tools to see if it fits the mold. Hopefully, this roundup will offer you an excellent starting point as you explore your options.

Have a strategic planning software platform you love? Tell us in the comments below.

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10 Best Strategic Planning Software Tools in 2024

Senior Content Marketing Manager

February 14, 2024

Building a strategy takes a huge amount of effort and time. You need to build your vision for the business, set your goals accordingly, and outline how you’ll get there. The number of variables and uncertainties involved, along with the long planning horizon, can quickly turn the creation of that strategic plan into a headache.

The good news is that it doesn’t have to be. With the right strategic planning software, capturing and tracking key metrics makes it easier for teams to prioritize the right work.

What is Strategic Planning?

What should you look for in strategy software, 2. achieveit, 4. charthop, 5. lucidspark, 9. clearpoint strategy, 10. peoplebox.

A strategic planning process involves outlining the vision for your organization’s future along with the direction everyone needs to take to get there. The ultimate goal is a formal strategic plan that lets everyone know exactly what they’re working toward.

Every industry and organization approaches planning and progress tracking in different ways. But strategic planning always includes a few core components.

To start, you need a future vision. That’s exactly where leadership sees your organization end up in the future, and it helps stakeholders visualize progress over time.

Then you need to identify the more specific goals that the organization needs to accomplish on the way to fulfilling the vision. They’re still high-level, overarching goals that everyone uses to prioritize their work , track performance, and daily tasks.

Finally, you need a plan of action, the approach you’ll take to accomplish your strategic plan. This final step can become complex as it reaches into the day-to-day tactical plans of every organizational unit.

When going through our list of the best strategic planning software below, you’ll quickly notice just how different they are in their attempts to help you plan more effectively and strategically. Every complete solution you research, however, should include at least a few core strategic planning features on one centralized dashboard:

• Organization: Data visualization capabilities and tools to organize complex timelines, using tools such as Gantt charts or flowcharts
• Flexibility: More free-flowing dashboards and interfaces, such as whiteboard templates, that enable brainstorming and creative thought early in the process
• Customization: Customizable features that allow you to make the software work for your strategic planning process and track progress
• Agility: The ability to adjust on the fly is necessary, keeping potential contingency plans in mind
• Team-focused: Collaboration tools that allow more than one user to contribute to the project, especially in virtual environments where the strategy planning team may be distributed remotely
• Integration: Integration options with other tools, including those you use for project execution or secondary plans, such as product roadmaps ; this sets the stage for a complete product management solution
• Reporting: Customized performance reports to help monitor key performance indicators and optimize resource management throughout all of your strategic initiatives

Not every tool you find will be equally strong in these features and benefits. The key, then, is finding strategic planning software that matches your specific business game plan, situation, and environment.

The 10 Best Strategic Planning Software Tools to Use in 2024

It’s tough to make an argument for anything other than strategic planning to be the most important process in your organization. Tactics without the strategy behind them likely won’t succeed. These tools can simplify creating that strategy and streamline the process for everyone involved.

ClickUp is the perfect strategic planning software for any organization. It provides a comprehensive suite of tools to help teams organize plans, prioritize tasks, and manage projects. Plus, its visual strategic planning templates give project managers a jumpstart in the creation process.

And if you’re looking for a complete product management solution, ClickUp integrates with thousands of other work apps to streamline portfolio management into one central hub!

ClickUp best features

• A huge library of templates, including Gantt charts, visual timelines, whiteboards, board views, and ClickUp’s Strategic Roadmap Template !
• ClickUp Goals feature that allows you to turn your organizational vision into measurable and intuitive goals you can track and work on directly in the software
• Interactive Dashboards that allow key users to view organizational analytics and adjust their strategic plans
• A visual and user-friendly interface that works largely on dropdowns and drag-and-drop, enabling anyone involved in the planning to contribute
• Integrated document management that can house the outcome of the strategic planning process—the written plan—in a centralized and easily accessible space
• Communication tools that enable multiple members of the organization to collaborate on the planning process from beginning to end

ClickUp limitations

• The comprehensive nature of the software and its many features can make for a longer learning curve for new users
• This is a desktop-first strategic planning software; while there are some mobile capabilities and a mobile app, its functionality will always be most effective on desktop devices
• The pre-built automation can sometimes be limiting, causing some users to request more customized automation opportunities

ClickUp pricing plans

• Free Forever: A free service for users
• Unlimited: $7/month per user
• Business Plus: $19/month per user
• Enterprise: Contact for pricing

ClickUp ratings and reviews

• G2: 4.7/5 (2,000+ reviews)
• Capterra: 4.7/5 (2,000+ reviews)

The first dedicated strategic planning tool on our list, AchieveIt focuses on automating and digitizing the planning process. That includes not just creating plans but also monitoring them across the organization and toward long-term success.

The planning process becomes more visible and transparent across the organization. With the intuitive dashboard, everyone remains on the same page regarding the goals, what they’ve achieved, and what they still need to do.

AchieveIt best features

• Planning templates optimized for industries, including healthcare, government, education, banking, manufacturing, and more
• A visual dashboard for users to keep track of both the planning and execution process across the organization
• A scorecard system to measure ongoing progress toward particular strategic goals
• An extensive knowledgebase complete with both video and written content to simplify onboarding and starting your planning process
• Close vendor-client relationships that lead to strong customer support and a higher chance of using the software successfully

AchieveIt limitations

• Limited ability to customize some fields in the templates and dashboards depending on the customization needed
• Fewer integrations than some leading software solution tools on this list, making it more difficult to plan and track outside the platform
• The pre-built reporting functions can be somewhat limiting, requiring time spent on custom reports in many industries

AchieveIt pricing plans

• Core: Contact for pricing
• Plus: Contact for pricing
• Pro: Contact for pricing

AchieveIt ratings and reviews

• G2: 4.5/5 (45 reviews)
• Capterra: 4.7/5 (21 reviews)

Built by former strategic organizational leaders, Elate helps others streamline their strategy sessions and planning. Like most of the best strategic planning tools , it focuses on three stages: planning, execution, and success tracking.

Each stage focuses on ongoing cross-unit alignment and optimization to keep your business on track.

Elate best features

• Set objectives and strategic goals in the platform, then communicate them to your larger teams via integrations, such as Slack and Microsoft Teams
• Create a unified dashboard view of your strategic plan that users and everyone else in the organization can easily see and reference
• Monitor the status of the plan’s execution through real-time success and progress reports in the platform
• Use the intuitive interface for easy planning without getting off target

Elate limitations

• The intentional simplicity of the product can sometimes be a limitation for more complex planning processes
• External data can be difficult to import into the software, which doesn’t always read typical file types
• There is currently no integration with project management tools, such as ClickUp, Asana, or Monday, that could lead to more complex execution projects

Elate pricing plans

• Contact for pricing

Elate ratings and reviews

• G2: 4.9/5 (11 reviews)
• Capterra: No reviews recorded

As a people management tool, ChartHop offers a digital solution for effectively tracking, analyzing, and understanding your workforce. It centralizes data such as employee information, roles, skills, and performance metrics, providing a holistic view of your organization.

By having access to this comprehensive dataset, you can gain valuable insights into your workforce and make informed decisions regarding resource allocation, talent development, and organizational strategy.

ChartHop best features

• A comprehensive employee and people management tool that provides all the depth and insights you need for strategic planning
• Integration abilities into other websites, such as your organization’s intranet
• A great mix of user experience and customizability to create an easy tool for all employees and leadership alike

ChartHop limitations

• There are so many features that it can be easy to lose the overview of what matters most in managing your people and plans
• The search function within the platform has some bugs and doesn’t always return comprehensive results
• Reports could use more segmentation abilities to analyze individual employees and data groups in greater detail

ChartHop pricing plans

• ChartHop Basic: Free for up to 150 employees
• ChartHop Standard: $8/month per employee
• ChartHop Premium: Contact for pricing

ChartHop ratings and reviews

• G2: 4.2/5 (98 reviews)
• Capterra: 4.6/5 (65 reviews)

Strategic planning almost always has to start with creative brainstorming and ideation. That’s where a tool like Lucidspark, which thrives on its virtual whiteboarding features, truly shines. Companies, including Google, General Electric, and NBC Universal, use it in the strategic planning process.

Lucidspark best features

• Strong desktop and mobile capabilities that make whiteboarding and collaboration simple in any situation
• An integrated chat function that allows multiple users working on the same whiteboard to stay in real-time contact
• Templates from decision trees to roadmaps that make getting started in the planning process simple

Lucidspark limitations

• Somewhat limited features and templates for any multi-layered planning process
• Pricing is not listed publicly, and some reviews have called it out as more expensive than other whiteboarding tools

Lucidspark pricing plans

Lucidspark ratings and reviews.

• G2: 4.5/5 (2,000+ reviews)
• Capterra: 4.7/5 (350+ reviews)

Designed specifically for small businesses, Empiraa employs an established strategic framework that’s easy to integrate your organization and plan into. Simplicity is front and center for all users involved, whether you’re creating a vision or collaborating toward achieving that vision.

Empiraa best features

• Simplicity is intentional throughout, and this makes Empiraa one of the easiest tools available to start your planning process
• Streamlined functionality for switching directions or changing alignments to account for shifting business environments
• Artificial Intelligence (AI) integrations that use industry trends and data to suggest both business goals and strategies help achieve these goals

Empiraa limitations

• Simplicity is its downfall in scenarios where more complex tools and integrations, such as basic task management or calendar functionality, become necessary
• Lacks a clone function to quickly duplicate content, features, or set-up items when creating more complex or multiple plans and reports

Empiraa pricing plans

• Empiraa Starter: $4.90/month per user
• Empiraa Pro: $13.90/month per user
• Empiraa Max: $23.90/month per user

Empiraa ratings and reviews

• G2: 5/5 (1 review)
• Capterra: 5/5 (1 review)

Similar to ClickUp, Hive integrates strategic planning with more task-oriented project management. It has goal and milestone features, visualization tools, and an easy ability to move directly from the more overarching goals and strategy into managing individual projects connected with them. Meanwhile, Hive Pages is a dashboard specifically designed for strategic tracking.

Hive best features

• Robust templates that come with full customizability, allowing you to build repeatable processes that help the planning process
• Centralized and automated reporting and tracking of your goals to keep everyone who needs to stay in the loop involved
• Automated notifications for every aspect of the strategic planning process, maximizing visibility when building or adjusting the plan

Hive limitations

• The chat function is a great collaboration tool in theory, but some users report lost messages that make it less reliable than other collaboration tools
• The mobile app exists largely for checking tasks and notifications and doesn’t have the same functionality as the website and desktop app

Hive pricing plans

• Free: A free service for users
• Teams: $12/month per user

Hive ratings and reviews

• G2: 4.6/5 (400+ reviews)
• Capterra: 4.5/5 (150+ reviews)

Envisio is designed to manage complexities. What makes it especially unique is its focus on planning transparency when it comes to external stakeholders, who take on a more significant role in these industries compared to most others.

Envisio best features

• A customizable plan structure that allows every organization to account for its nuances and complications in the process
• The ability to build multiple plans on a single account, enabling especially complex healthcare and nonprofit organizations to better manage their strategic planning infrastructure
• Fully customizable public dashboards that can generate automated reports to email lists and sign-ups who are interested in the execution of the plans

Envisio limitations

• The platform is still evolving, which means new features or layout changes can pop up unexpectedly for users
• A single plan with custom pricing makes it difficult to plan exactly how much you’ll need to spend on this software without in-depth engagement

Envisio pricing plans

Enivisio ratings and reviews.

• G2: 4.6/5 (10 reviews)
• Capterra: 4.7/5 (26 reviews)

ClearPoint Strategy builds its business model on AI automation, and its strategic planning solution is no different. An AI assistant helps organizations with any type of strategic planning, including balanced scorecards, GTSM planning mechanisms, and beyond. The software also automates the execution of that planning process through automated tasks, notifications, reporting, and more.

ClearPoint Strategy best features

• An AI-enabled budget forecasting that adds a tangible component to the strategic planning process without any calculations needed
• A fully customizable dashboard that helps all levels of management in both the planning and execution of the plan
• Plenty of customization possibilities, including custom fields and reports, that allow for a more personalized planning process

ClearPoint Strategy limitations

• A relatively long learning curve, thanks in part to features, such as AI, that aren’t always intuitive to set up at the beginning compared to other strategic planning solutions
• Relatively rigid time frames with a standard monthly cadence that is difficult to change in the software

ClearPoint Strategy pricing plans

Clearpoint strategy ratings and reviews.

• G2: 4.7/5 (100+ reviews)
• Capterra: 4.9/5 (38 reviews)

How does your people strategy connect to your business strategy? Find out with Peoplebox. It’s a performance management platform that combines traditional strategic planning tools with those that improve employee engagement and performance management.

Peoplebox best features

• Performance management tools that allow you to see where and how your teams are performing, which you can connect to your strategic forecasting efforts
• Objectives and Key Results (OKR)-focused software that’s especially beneficial for organizations using the OKR approach to strategic planning
• Automated notifications for any red flags that may impede business progress or employee performance

Peoplebox limitations

• User roles are not always well-defined, with all users being able to create company-wide goals that can confuse the reporting
• Integrations are still in development, currently limiting the software to a relatively self-contained planning platform

Peoplebox pricing plans

• Professional: $7/month per user
• Premium: $15/month per user

Peoplebox ratings and reviews

• G2: 4.5/5 (250+ reviews)
• Capterra: 4.7/5 (120+ reviews)

Ready to Start Mastering Your Business Strategy?

ClickUp offers features such as collaboration tools, goal tracking, and real-time data analysis. This allows you to monitor progress and make adjustments as needed. You can also invite stakeholders and assign tasks to ensure everyone is working towards the same end goal. With ClickUp’s help, your team will reach its objectives faster than before.

Start with a free ClickUp Workspace and leverage strategic planning features for your next project!

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• Free training & 24-hour support
• Serious about security & privacy
• 99.99% uptime the last 12 months

Everything you need to deliver your plans, manage strategy and report progress.

• Customizable plan structure
• Automated and on-demand progress reports
• Save time with AI features

Centralize, analyze and visualize your performance data. Align performance measures with plans.

• Centralized performance data
• Scorecards and interactive dashboards
• Slice and dice for new insights

Manage, deliver, and communicate projects. Align projects with plans for end-to-end visibility and reporting.

• Gantt view of projects, tasks and dependencies
• Interactive maps and dashboards
• Plan alignment and reporting

Share your strategy story with external stakeholders via customizable public dashboards.

• Progress dashboards with roll-up reporting
• Matched to your branding
• Fully ADA Compliant

Strategy and Performance Management Integrations Learn More

STRATEGIC PLANNING AND PERFORMANCE MANAGEMENT SOFTWARE

Execute strategy, track performance, and report progress.

Envisio’s performance management software helps you move from strategy to action by operationalizing your plan, aligning your people, tracking performance, and sharing results.

The #1 Strategy Software Platform

Envisio is used by hundreds of government, education and nonprofit organizations to manage their strategic plans. It is the most widely used strategy and performance management solution in the public sector and is consistently rated the easiest to use strategic planning software.

Cascade your strategic goals into actions and assign them to the right people from across your organization. Get visibility into progress and keep your team focused on what matters.

Collect, analyze, and visualize your performance data to drive better decisions. Embed performance measures into your plan and reports for a complete view of performance.

Manage, deliver, and communicate your capital improvement projects. Align projects with plans so progress updates roll up into reports. Share with residents via project dashboards.

Share your story with external stakeholders via interactive public dashboards. Choose exactly what gets shared with staff, partners, donors, or your community.

" We now have a system we love that is easy for our team to use and provides us with the priorities, goals, actions and performance measures needed to track the success of our strategic plan. "

Angela Smith, City of Rowlett, TX

Move from planning to action.

Get all of your strategic and operational plans centralized and on track. Envisio’s strategy execution software gives you total visibility into your organization’s plan and progress. Your team will love having a simple way to submit progress updates, identify roadblocks, and celebrate successes. You’ll love delivering on your promises—on time and on budget.

Automate your progress reporting

Produce beautiful, easy-to-read progress reports in minutes. You can create reports by any element of your plan—department, priority, status, you name it—so it’s easy to tailor them for different audiences. Set a schedule so your reports automatically generate. Combine performance measures with progress updates for maximum context. Leverage Envisio’s AI Assist feature to do more of the heavy-lifting in crafting progress updates and work plans— freeing up time and energy for you and your team to focus on strategy execution.

Organize and visualize your data

Where performance is measured, performance improves. Bring together key performance data from across your organization. Envisio’s strategy software makes it easy to analyze and visualize progress made against your goals and align them with your plans. Create scorecards and other interactive dashboards, then embed them into your plans and reports.

Our Team And Services

More than just strategy software.

Every Envisio customer is backed by their own strategy execution team. We also offer professional services geared towards strategic planning, strategy execution, and getting started fast with a strategy and performance management platform. Speak to an Envisio Strategy Expert today and learn how to get from where you are today to where you’d like to go.

Performance Measures Development Workshops

This workshop provides organizational leaders with an initial set of performance measures that tell a meaningful story of the progress made against your plans and your organizational performance.

Action Planning Workshops

Operational planning lies at the heart of successful strategy execution. During this action planning workshop, we’ll guide your team through a process to define SMART actions that are clear, actionable, and aligned with your strategy.

You're in good company

Some of the highest performing organizations in the world use Envisio to execute strategy, manage performance, and report on results.

" “We used the roll out of Envisio as an opportunity to take stock of the hundreds of measures we were tracking and streamline these into meaningful measures that track progress towards our departmental goals and strategic priorities.” "

MaryBeth VanTill, Kent County, MI

Book a demo.

Let us show you around Envisio and answer any questions. We work exclusively with government, education, healthcare, and non-profit organizations. We love what you do!

Take Planning Assessment

Not sure where to start with strategy implementation or performance management? Take our planning & performance assessment and get tailored insights for your organization.

Strategic planning software to build, manage, and communicate your organizational plan.

Our strategic planning software combines everything you need to build an actionable organizational strategy, align your leadership team, and create a rhythm of execution and learning..

Free Trial 14-Day Free Trial

Strategic planning software for leaders to create a central place for organizational strategy.

Align your team with the only strategic planning software designed for collaboration..

Use virtual whiteboards, insights from your planning team, and thoughtful facilitation modules to co-create and collaborate on your organization’s bold vision of the future.

Build an actionable strategic plan with on-demand courses, guided workflows, and AI.

Whether you need to build a plan or refresh your current one, the StrategyHub provides your team the on-demand courses and exercises to build a great winning strategy. No other strategic planning software is backed by a planning suite this comprehensive.

The only app that shows if your strategy is delivering results.

Use OKRs or goals to create shared visibility into how everyone contributes to your organization’s bold vision of the future. Connect everyone’s day-to-day activities to what is absolutely critical to your success.

Bring your stakeholders along for the journey. They’ll love you for it.

Inform and engage your board of directors or community stakeholders with the only strategic planning software that pushes on-demand, customizable, dynamic dashboards and beautiful reports.

Run a data-driven strategy review with zero prep.

Easily manage business health check-ins with real-time dashboards that provide dynamic insight into the performance driving your success.

Weekly calls with a community of peers and experts.

Every StrategyHub subscription includes access to weekly calls in the Strategy Collaborative to cover strategic topics, questions, and feedback from a community of peers and OnStrategy Senior Experts.

INTEGRATIONS

Integrate strategy into your Teams or Slack workflows.

Use OnStrategy’s pre-built integrations with Microsoft Teams or Slack to stay connected to your team’s priorities, get notified when items are due for a check-in, and update results inside Teams or Slack.

Meet the Virtual Strategist AI – your strategic planning copilot.

Tap into the Virtual Strategist AI to collaborate on building a great plan. This AI expert is your always-on expert trained in the best practices for strategic planning, OKRs, and implementation.

The Virtual Strategist AI (Beta) is available now!

Get Started Today

Build and implement your strategic plan today. or, take a free video tour., forget the suits and the ivy-league mbas..

We’re a team of low-ego experts serious about supporting your strategy, OKRs, and organizational results. Meet a few of our experts:

Erica’s Accomplishments & Experience

Planning & Execution Sessions Led Last Year

Clients Executing their Plans

Strategy Reviews Led Last Month

Industries:

• Construction
• Non-Profit & Government
• Patagonia, Gabriel & Co.
• MGM Resorts, Reno-Tahoe Airport Authority
• Brycon Corporation
• Washoe County, City of Reno, Make-A-Wish

Erica Olsen

Ceo/co-founder, jeff’s accomplishments & experience.

• Technology & SaaS
• Professional Service Organizations
• Intuit, IBM
• Miller Heiman
• Maryland Food Bank, Outdoor Industry Association
• YMCA, Reno Rodeo Association

Jeff Brunings

Senior strategist, kim’s accomplishments & experience.

• Non-Profits
• University of Santa Cruz, Oxford School District
• Ronald McDonald House Charities

Kim Perkins

Kamryn’s accomplishments & experience.

• Government/IT
• Agriculture
• The King Center, Regional Foodbank of OK
• City and County of SF, Digital Service
• Costa Farms

Kamryn Mock

Engagement lead & strategist, leigh’s accomplishments & experience.

• Technology and SaaS
• Colobus Hospital
• Smithsonian
• US Marshals Services, Canada Revenue

Leigh Abbott

Frequently asked questions, we help ceos, chief strategy officers, executive directors, and superintendents create sustainable growth and impact through strategic planning and agile implementation. here are some of our most frequently asked questions..

Our strategic planning software guides your team to build your great strategic plan using our strategic, pre-built exercises and self-guided, on-demand courses that follow a proven planning model used to build 1000s of strategic plans. After your plan is built, use our strategic planning software to manage and collect your team’s performance data, aggregate reports, data outputs, and keeps your team focused and accountable for achieving their results.

Every StrategyHub subscription includes access to weekly calls with a community of peers who are focused on strategy, OKRs, and organizational performance. These weekly calls cover monthly strategic topics, workshops, and Q&A sessions with experts to answer your most pressing issues related to planning and performance. OnStrategy is way more than just a strategic planning tool – we’re your partners in helping you see success in strategy.

We’re not just an app company and software solution. We’re the only planning software that includes guided courses and pre-built exercises to build strategic plans. Plus, every StrategyHub subscription includes access to our Strategy Collaborative community with 1,200 members with weekly calls to help you with planning, performance, and creating a winning culture. And if you need experts to help with your strategic planning, our team can jump in to finish your organizational strategy, build annual action plans with OKRs, and help set a consistent rhythm of execution.

All planning software comes with dedicated tech support as you build and implement your plan. But, if you need experts to jump in and help lead your strategic planning process, we’ve got you covered. Our team of experts can help you build an actionable organizational strategy, create annual plans with OKRs, and set up your rhythm of execution and learning. Need something else? You can also purchase hourly blocks of consulting to tackle whatever challenge you may face.

We have 1000s of available integration available through Zapier. OnStrategy also has pre-built integrations with Microsoft Teams and Slack to help your team stay connected and aligned to meeting your goals, making us one of the best strategic planning solutions in the marketplace.

Every strategic planning software subscription includes our entire suite of features to build and implement your plan, including Miro whiteboard collaboration tools, self-guided strategic planning courses, tools to create your team’s goals and OKRs, customized performance reports, and everything you need to manage the quarterly implementation and review cycle for your organization.

We help leaders achieve their visions of success.

We dig in deep and help clients solve their biggest challenges. listen in to see how our clients work everyday to achieve their visions of success:.

The Best Visions Connect to Your Head, Heart, and Soul

Tony Quiñones, Bright Path Labs

Strategy Stories

Using a Bold Vision to Solve Homelessness

Dana Searcy, Washoe County

Strategy is Communication, Communication is Strategy

Meg Kimmel & Carmen Del Guercio

Creating the Next Generation of Leaders and Stewards of our Waterways

Aligning an Organization & Leadership Team to Save the Planet

Committing to a Bigger Impact to Grant Wishes to Every Eligible Child

Make-A-Wish

Growing an Organization to Create Clear Ownership & Accountability

Authority Partners

Unifying a Team with a Clear Focus to Transform the Construction Industry

Defining an Ambitious Strategic Plan to Preserve & Protect Lake Tahoe

Okr & strategy software backed by experts..

• 287 Planning & Execution Sessions Led Last Year
• 175+ Years of Planning Experience
• 56 Strategy Reviews Led Last Month

Join 60,000 other leaders engaged in transforming their organizations.

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• Free Project Management Software
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• What is Agile Project Management?
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• Agile Manifesto: Values and Principles
• Agile Project Management Certifications

17 Best Strategic Planning Software of 2024 (Free & Paid)

The world is rapidly vacating the era of spreadsheets and archaic business solutions. These days, businesses that prefer an advanced approach to their development and organization opt for strategic planning software.

Put simply, strategic planning tools help business owners to map out, analyze, monitor, and follow through on plans that would help them achieve their business goals. There are multiple functions they can help achieve in this regard. These include but are not limited to:

• Providing a platform to create, share, and monitor strategic objectives.
• Tracking key performance indicators (KPIs) necessary to accomplish said objectives.
• Managing and monitoring employee performance to make sure every fiber of the organization is on the same page.
• Providing a collaborative platform that ensures transparency and lets you monitor all objectives and projects from one location.

Those are all criteria that standard strategic management software should meet to afford better organization and project management . Regardless of the scope and size of your organization, you’ll want a user-friendly tool that can also offer advanced features like flexible third-party app integrations, agile project management, an intuitive interface, and a central dashboard plus intelligent reporting .

We’ve gone to the trouble of reviewing and shortlisting the 17 best strategic planning software for businesses. Our analysis is based on functionality, adaptability, user-friendliness, price , and of course, customer reviews .

Whether you’re a growing small business or a large enterprise, you’re sure to find a solution that aligns with your business infrastructure and budget.

Best Strategic Planning Software

1. monday.com, all-in-one strategic planning software with great visualizations.

Usually, strategic planning software offers different functionalities from project management software but Monday.com has somehow bypassed that rule to provide an all-in-one platform that lets you manage and strategize every level of activity, whether it be day-to-day tasks or your ultimate long-term goals.

With Monday.com, you can easily manage and monitor the workflows of multiple aspects of your business, be it Sales, Marketing, Project Management, or Human Resources . Apart from the intuitive and very user-friendly interface that makes the app so easy to use, you can also visualize your data in several formats e.g. a map, chart, calendar, or timeline.

Strategic Planning Features

With access to over 200 workflows, you can choose one or several that pertain to specific departments or teams in your business. The workflows are flexible and linkable, so you can streamline your work processes and maintain a complete view of every project and activity.

You can automate some actions and notifications to make communication and updates to your teammates faster and easier.

Visualizations

With multiple visualizations to choose from, like Gantt charts, Kanban boards, or maps and timelines, you can view your data and track work progress in your preferred format.

Flexible Templates and Intuitive Interface

There are several pre-designed and very easy-to-use templates to choose from, so you can start planning and executing in a manner of minutes. These templates are customizable, so you can always tweak the interface to suit your mode of operations.

Integrations

You would find it convenient setting up Monday.com to suit your business operations, because the platform integrates with over 40 popular tools that are used by businesses for different purposes e.g Mailchimp and SurveyMonkey for marketing, Salesforce, and Zendesk for CRM, plus Slack, Zoom, Google Drive and Excel.

• 3 Work Boards
• 2 Team Members
• Unlimited Docs
• 500 MB Storage
• 200+ Project Templates
• Unlimited Boards
• Unlimited Team Members
• Unlimited Viewers
• 5 GB Storage
• 1-Week Activity Log
• Calendar, Timeline, Map Views
• 250 Actions for Automations
• 250 Actions for Integrations
• 20 GB Storage
• 6-Month Activity Log
• Unlimited Guest Access
• 25000 Actions for Automations
• 25000 Actions for Integrations
• 100 GB Storage
• 1-Year Activity Log
• Dedicated Customer Agent
• 250000 Automations
• 250000 Actions for Integrations
• Enterprise Analytics

Find out more Monday pricing or Monday review

• Monday.com is affordable even for individuals because it has a free plan . This free plan does offer nice, usable features like unlimited docs, unlimited boards, and the ability to track workflow.
• Those looking for more functionality should consider the Standard plan , which offers Gantt chart views, automations, and multiple integrations. This plan goes at $10 per seat per month , and you can choose up to more than 200 seats.
• Advanced features are available in the Pro and Enterprise plans . These include advanced reporting and analytics, time tracking, a dependency column, and many more. The Pro plan is billed at $16 per seat per month .

You have to select a plan to enjoy the 14-day free trial for new users and an 18% discount for yearly subscribers.

Best Collaborative Tool For Agile Teams

Wrike is a work management platform with several interactive and custom options that are well-suited for remote and agile teams. It lets you track and complete both short and long-term projects.

With customizable workflows, instant communication tools, and the ability to share real-time analytic reports , you can achieve the streamlined process and effective collaboration needed to complete your projects as efficiently as possible.

The custom workflows mean you can set up workspaces that suit each team's mode of operations. You can also streamline their work processes and make sure every department is working in synchrony to achieve that main objective. You'll be able to use these workspaces to create and manage multiple projects at a time.

The Gantt chart is interactive so apart from monitoring progress, you can easily set tasks, dependencies, and even adjust progress in real-time using the simple drag and drop feature.

Data visualization options include Gantt charts, calendars, and workload view for resource management. The dashboards are customizable so you can create, select, and prioritize specific tasks as you see fit.

Fast Reporting

Data can be prepared in one-click reports which can then be shared and altered or updated in real-time.

Automations

Wrike speeds up the progress of your workflow by helping you automate updates, notifications, and certain actions and assignments. You can also create your own custom automations.

Communicative Features

Many standard strategic planning software will let you import files, Wrike goes further and lets you interact with them by making comments and giving or receiving immediate approvals.

Apart from having an open API, Wrike integrates with over 400 apps, both cloud, and on-premise.

• Unlimited Users
• AI-Powered Processes
• Custom Work Views
• Different Project Templates
• Available in 8 Languages
• 2-25 Users*
• 2 GB Storage/User
• Custom Fields & Workflows
• Project Dashboards
• Calendar and Gantt Chart Views
• 5-200 Users*
• 5 GB Storage/User
• 200 Automations/User
• Enhanced Collaboration
• Resource Management Features

Find out more Wrike pricing

• Wrike has a free plan that allows unlimited users and also offers centralized task management. This plan provides interactive boards and cloud storage integrations.
• The most popular option for businesses is the Business plan, which affords custom workflows, time tracking, real-time reports, and more. The plan is billed at $24.80 per month per user with seats for up to 200 users.

By choosing a plan , you get to enjoy a free trial that lasts for 14 days.

3. Teamwork

Best strategic planning tool for project management and client interactions.

Teamwork does far more than help you plan, execute and monitor projects. It also optimizes collaboration between team members with real-time communication features and the ability to share the entire scope of the project with each member.

The collaborative functionality also extends to clients, as you can include clients on the app and carry them along by sharing updates and tagging them on tasks and comments. You can even grant them access to view certain performance metrics. The client billing feature lets you generate invoices based on hours worked and expenses incurred.

With the task management functionality, you can break down projects into tasks and assign each task to personnel. Progress can be tracked with data visualization options like Kanban boards and Gantt charts.

The workflows are customizable so they can be tweaked to suit your team’s unique process.

You can immediately get started on planning your projects with multiple pre-set templates that can also be customized to suit your style.

Communications

The ability to use tags and comment on tasks facilitates real-time communication with teams and clients. The document management functionality lets teams upload and share important documents.

• Different Project Views
• 2 Project Templates
• Time Tracking & Dashboards
• 2 Projects & 100 MB Storage
• Customer Support
• Gantt Filtering
• 10 Project Templates
• 500 Automations/Month
• 100 Projects & 50 GB Storage
• Unlimited Client Access
• 3 Custom Fields
• 20 Project Templates
• 1000 Automations/Month
• 300 Projects & 100 GB Storage
• Project Budgeting
• Unlimited Custom Fields
• 50 Project Templates
• 2000 Automations/Month
• Workdown Capacity

Find out more Teamwork pricing

• Teamwork, like several strategic planning software, provides a free plan for lone entrepreneurs or small businesses.
• If you’re a growing, mid-sized business you can get the best of the app with the Grow plan, which is billed at $18 per month and allows a minimum of five users. This plan provides the essential project and task management capabilities along with nifty features such as Hubspot integrations and workload resource management.
• Enterprise-level organizations and fast-growing teams can opt for more powerful and flexible plans by contacting Teamwork’s sales reps.

There’s a generous 30-day free trial available for those who choose either the Deliver or Grow plan .

Best Strategic Planning And Performance Management Platform For Enterprises

Jedox is a cloud-based enterprise-grade performance management software that has been robustly equipped to make strategic planning in complex organizations an automated and seamless experience.

With intuitive technology supported by artificial intelligence, the software can give you a reliable outlook on the potential of your current business planning processes through predictive analytics and intelligent forecasting .

Planning and Analysis

Jedox can fast-track planning and performance management by automating relevant processes such as forecasting and reporting. The app makes it easier to analyze and react to financial data by providing ready-made financial models and allowing all relevant accounting data to be accessed from a central source.

The software’s infrastructure allows you to integrate new and old sources (both cloud and on-premise) of data so they can all be accessed from the same location. Jedox’s powerful integrations allow connections to databases and services like Microsoft SQL, Salesforce, and Microsoft Excel . There’s also a user-friendly interface that allows non-technical savvy users to conveniently perform their own integrations and utilize their own data sources.

Central Functionality

Organizations will especially benefit from the cohesive structure of Jedox. With functionalities for the various departments, including but not limited to finance, sales, and HR, the app improves collaboration by allowing users to access data from a single source .

Apart from the central collection and distribution of data, the workflows are another feature that improves collaboration. Users from other departments can communicate and transfer data with the help of workflows, which can be automated to not only make things faster but keep relevant personnel updated consistently.

There are no readily available pricing models for Jedox but you can check out the free trial and personalized demo before tailoring your preferred solution.

Best Roadmap Software For Growing And Agile Teams

If you’re an organization or a startup with a great idea for a product, you might want to consider using Aha! to handle your strategy for making the product a reality. Aha! is a full product management suite that was built to help teams plan and visualize the various stages of their product development.

The user-friendly interface allows you to easily prioritize tasks and data. It also provides some work management capability by helping you track deliverables and dependencies across your teams.

With Aha!’s product roadmap, you can visualize your whole strategy as well as the progress of your projects or launches.

Crowdsourcing

This is a very nifty feature for startups and new products since consumer feedback is absolutely crucial to the existence of the product. This component lets you communicate your ideas to your target audience. You can also get their feedback through votes and comments or in real-time while they’re using the app. Capturing in-app feedback is a very realistic way to identify improvements.

Agile Functionalities

Aha! Is a practical agile software tool. You can coordinate your agile team and track their performance with sprints, interactive kanban boards , and stories that help you present prototypes and descriptive information.

Aha! integrates with more than 30 services that range from product development, analytics, and CRM to communication and file storage software.

With an open and customizable infrastructure that allows you to write your own extensions , you can modify the platform to suit how your team operates. The open-source infrastructure also lets you manage backlogs and import issues from other agile systems.

The product offers three separate tools, all of which can be integrated to enjoy a streamlined and fully robust process. They are each offered at different pricing models with a free trial and demo available:

• Aha! Roadmaps offers the Enterprise plan at $99 per user per month while the premium plan is billed at $59 per user.

• Aha’s most popular plan is billed at $59 per user with a minimum of three users.

• Aha! Develop has its highest plan at $18 per user for a month.

By selecting the option to pay annually , you can enjoy a discount of 20% to 25% from any of the plans.

6. ClearPoint Strategy

Strategy management software for small and large organizations.

Clearpoint Strategy is an ideal solution for organizations that need a tool to manage and streamline their strategic processes. The app simplifies how you track your performance by automating the bulk of your reporting.

With the ability to create strategy maps and link your projects and initiatives, you can maintain a bird’s-eye view of the overall performance and progress of your organization towards that ultimate goal.

ClearPoint Strategy turns reporting into an easy and automated task. Not only are the reports customizable, you can create unique and visually pleasing reports with an easy drag-and-drop interface . You can also use preset layouts like graphs and Gantt charts depending on the purpose of the report.

The app lets you integrate data from different sources so you can manage them in one location. This contributes to the convenience of overseeing and managing your strategy centrally. The integrations let you load data directly and automatically from Excel, SQL, and CSV.

Project Management

A few of the project management functionalities include the ability to track budgets, create project dashboards, use milestones, and automate report distributions and team updates. Your team can also collaborate on projects through workflows.

• There’s no free trial or free version but the software offers a demo for interested users.
• The Basic plan allows 5 users at $250 per month. This plan might be a good choice for small organizations that only need the basic functionalities for creating reports and visualizing strategies. The major downside is that inexperienced users will have to pay an onboarding fee of $1000.
• The ideal plan for any growing and active organization is the Professiona l which is billed at $800 per month for 10 users.

By choosing the Professional plan , you will be able to use scheduled and automated reports, custom designs, and advanced KPI analysis.

Best Project Management Software For Startups and Growing Businesses

With its super enjoyable and easy-to-use interface , ClickUp has become one of the top project management software for businesses. It’s a complete solution for those who need a simple, but powerful tool to manage and track tasks.

Communicative features like chat rooms, comment sections, and automatic notifications make it a great collaborative platform for agile and remote teams. Also, the simple interface and drag-and-drop approach mean virtually any member of a team can easily use the app.

Communication Tools

The communicative features function in a way that makes team updates convenient and quick. For instance, you can configure notifications to only be sent for specific items. Also, users will be alerted if they’re tagged in comments or discussions.

Integrations contribute the most to the robustness of ClickUp. Apart from the available 100+ integrations, you can create custom imports to import data from tools that aren’t supported. This level of flexibility means you can synchronize your old resources and streamline your existing process.

Automations are an essential feature that covers several functions like assigning tasks, sending alerts and notifications, updating statuses, and creating comments.

The interface is not only intuitive, it’s also customizable. By moving visual widgets , you can assign tasks for team members, track time and sprints, create documents, statuses, and many more. Projects and assigned tasks can be tracked in real-time via customizable dashboards.

ClickUp has preset templates built to meet the needs of various departments, ranging from engineering and marketing to design and HR. Powerful documents and whiteboards can be created and managed together by teams.

• 24/7 Support
• 100 Automations/Month
• Built-in Time Tracking
• Kanban & Calendar View
• 100 MB Storage
• Live Chat Support
• Guest Access Control
• Unlimited Map & Gantt Views
• Unlimited Storage
• Unlimited Dashboards
• 10000 Advanced Automations/Month
• Unlimited Teams
• Timesheets Integration
• Unlimited Timeline Uses
• Priority Customer Service
• 25000 Pro Automations/Mo
• Unlimited Subtasks in Multiple Lists
• API calls: 1000/Minute
• Custom Capacity for Workload

Find out more ClickUp pricing or ClickUp review

• ClickUp has a free plan that is suitable for lone entrepreneurs. With features such as real-time chats, kanban boards, email access, and sprint management, it’s a very usable option.
• Billing starts at $5 for each member per month for small teams. This plan comes with unlimited integrations, resource management, and agile reporting.
• Enterprise-grade organizations can contact sales to get a tailored plan with more robust features.
• A very ideal option for fast-growing teams is the Business plan.

Select the Business plan to gain access to advanced automations, mind maps, custom exporting, and many other nifty features.

Best Strategic Planning And Work Management Platform For Teams

Asana is ideal for organizations that want to automate their routine workload and also keep a tight lid on the progress of their big projects or ultimate goal. Essentially, it’s a strategic planning software and task management platform rolled into one .

There are various ways to interact with created tasks to make collaboration with your team easier. You can upload attachments to tasks and also share notes on task descriptions. Tasks that have been made public can be searched for and followed so that interested or relevant members of the organization can keep tabs.

Workflows and Workspaces

The customizable workflows enable you to work with various departments on specific processes, depending on the goal you’re trying to achieve. With the ability to create multiple workspaces, you can organize multiple projects and work with multiple teams simultaneously.

Asana automates many routine tasks, including the assignment of tasks and personnel, updating of changed project schedules, and approval notifications.

With three project views to choose from, including list view, Gantt charts, and kanban boards you can assign, organize, and track tasks while monitoring both the minute and major aspects of your team’s performance. With project overviews, you can launch long-term projects, set milestones, and deliverables, and also assign relevant personnel.

Customizations

You can choose from several templates on which to start a project or process, or you can create your custom template. You can also create custom rules to set the tasks and notifications you want to automate.

Progress can be tracked in real-time. The reports are interactive too, so you can navigate to relevant tasks and take action immediately. The ability to create custom charts and access data from other teams or projects is great for collaborative reporting.

Apart from the multiple integrations, Asana has an open API that lets teams develop custom solutions that fit their work processes.

• Unlimited Projects & Tasks
• Unlimited Storage & Logs
• 100+ Free Integrations
• Status Updates
• Calendar View
• Workflow Builder
• Task Dependencies
• Task Templates
• Timeline & Milestones
• Workload Management
• Advanced Reports
• Create Custom Rules
• Premium Integrations

Find out more Asana pricing

• As a flexible solution for flexible teams, Asana’s plans range from totally free to $25 for each user per month.
• The recommended Premium plan is affordable at $10 per user and equipped with such features as task templates, Gantt chart views, and the ability to set milestones.

While the free plan lets you organize unlimited projects and tasks, teams will benefit a lot more by choosing the Premium plan .

Strategy Execution Software For Enterprises

Large organizations looking to transform their work processes or make large-scale changes should consider Amplify . It’s a strategic planning and execution software that focuses on meeting a company’s major targets as opposed to completing periodic tasks.

A few of Amplify’s powerful functionalities include benefit maps , which measure the performance of your initiatives along with your program objectives, and scenario planning , which allows you to evaluate and compare initiatives to improve return on investment.

Amplify’s powerful reporting compares your set KPI’s performance in real-time to your target. Stakeholders are given access to log in to the system and view all the relevant metrics directly. The reporting also comes with intelligent analysis that helps spot issues early on.

Transformational Management

Several resources that aid various levels of business transformation— cost reduction, merger integrations, enterprise system implementation (ERP) , and digital transformation are provided on the platform.

The reports can be customized with embedded Power BI technology so you can track performance for tailored metrics.

The app integrates with popular project management tools like Jira and Smartsheet so you can utilize your existing resources and work process.

Amplify would also track and manage your risks, assumptions, issues, and dependencies.

There are no available pricing plans and interested users will have to contact sales to get a tailored. There’s a tour and demo available.

10. Smartsheet

Work management tool for businesses.

If you need a platform that has a familiar spreadsheet environment and also provides robust project and task management capabilities, then Smartsheet is an ideal option for you. With workspaces, Smartsheet lets you plan, track, and manage projects together with your team.

There are workspaces and resources available for departments in various industries, including marketing. IT, finance, and healthcare.

Strategic Planning Features:

Smartsheet is built to automate much of the repetitive work in workflows. There are preset automations that are available for default workflow templates. Some automations can be triggered for custom workflows as well.

With functionalities such as document and resource management and file sharing, teams can collaborate with shared resources in a workflow. The platform’s no-code structure makes it employable by non-technically savvy teams or personnel. You can build custom workflows for unique teams or projects in your organization.

The platform lets you build custom reports for your unique data. Real-time analytics are captured in dashboards and the reports can be broken down periodically to help you mark potential outcomes or actions.

You can assign tasks and track project performance in real-time with customizable dashboards and activity logs. To manage data and tasks, you can either use a Gantt chart or choose between card, grid, and calendar view.

Smartsheet integrates with popular tools like Gmail, Adobe Creative Cloud, Microsoft Office 365, Slack, and many others. Communicative tools like Skype and Hangouts are also supported to foster collaboration between teams.

• 1 User + 2 Editors
• 2 Project Sheets
• 500 MB File Storage
• Several Project Views
• 100 Automations per Month
• 10 Users + 10 Paid Editors
• Unlimited Project Sheets
• 20 GB File Storage
• Unlimited Reports
• 250 Automations per Month
• Unlimited Users & Free Editors
• Activity Log
• Proofing Support
• Easy-to-Use Document Builder
• Unlimited Automations

Find out more Smartsheet pricing

• There are three pricing plans with free trials available for two. The cheapest plan costs $7 for each user per month when billed yearly. This plan allows unlimited dashboards as well as grid, Gantt, card, and calendar views.

You are advised to choose the more robust Business plan , which goes at $25 per user in a month if billed annually. This plan provides an Adobe Creative Cloud extension, custom workspaces, and unlimited automations.

11. Cascade Strategy

Strategy management and execution platform for businesses.

Cascade Strategy gives businesses a bird’s eye view of their multiple processes by providing a suite of strategy modules. These modules are seamlessly integrated so you can watch and make sure all projects and teams function cohesively towards the main goal.

With this type of approach, teams can be run separately, but they can also be operated as one connected unit. You are enabled to track each team and project’s performance in relation to the overall objective.

There are preset templates that teams can work with, but you’re also allowed to create custom strategy modules as well as add fields and templates that will suit your unique strategy. The reports and charts are also customizable so you can tweak visual information to your unique taste.

You can visualize your performance and data through customizable dashboards as well as graphs, tables, Gantt chart formats, and more. You can share insights very easily with teams by taking snapshots of real-time reports . Reports can also be exported as PDF or in Excel format.

While the software is oriented towards maximizing the creation and execution of strategy thanks to great visualizations and customizable modules, it also fosters collaboration within complex organizations. Its transparent structure enables every team member to create, view, and track plans, goals, and progress.

Workboards are where you organize teams and watch their performance as they execute strategy. You can create objectives and KPIs as well as set custom notifications to keep everyone updated and on track.

Cascade Strategy’s supported integrations make it a central platform where you can access and make use of all your resources (old and new). It supports over a thousand applications, including popular tools like Google Outlooks, Analytics, and even HubSpot.

• The paid plan is billed annually at $59 per month for each user. You can pay for a minimum user. When billed monthly it costs $64 per month.
• Organizations that need the most powerful features will have to contact sales to get a custom price quote.

Cascade Strategy lets you enjoy a 14-day free trial after which you have to use the paid plan.

12. Rhythm Systems

Strategic planning software for mid-sized businesses.

Just like several great strategic planning software, Rhythm eliminates the need for silos in organizations and focuses on cohesive progress towards main objectives. Teams can collaborate on projects while you maintain a transparent view of their performance.

The platform is equipped with resources to help organizations create and execute seamless strategies, both long-term and short-term. Planning can be organized periodically or according to each department’s role.

Strategic Planning Software

Rhythm lets you view your long-term progress and task updates at the same time. The simple interface and dashboards make it easy to track metrics and team performance.

The easy-to-use and intuitive interface helps users to easily set up and track KPIs and other performance data. Using the job scorecard, you can assign responsibilities and keep members of your team accountable.

You can hire Rhythm’s facilitators to help you organize productive planning sessions . Sessions can be planned for periodic goals or according to a department’s mission. They can also be tailored depending on the nature of your strategy or the objectives you’re trying to achieve.

There are no immediately available pricing plans for Rhythm. You’d have to book a demo or contact sales to get a price quote.

Strategy Execution Software For Growing Organizations

Perdoo is for ambitious organizations that need to visualize their strategies and keep every employee on the same page. As an execution-oriented software, users will benefit from tailored resources that will help them define and stick to OKRs (objectives, keys, results) and KPIs.

The tool’s structure enables 360-degree transparency that ensures every relevant personnel is up-to-date and on par with the company’s progress. It also gives you an overall view and comparison of each team’s metrics.

Data can be gleaned through preset report templates or customizable dashboards. You can filter dashboards to visualize information according to several relevant metrics.

With the visual roadmaps , you can connect all the dots linking your strategy to your tasks and objectives. This feature can also help team members see and understand the impact of their roles.

Perdoo integrates with more than 65 apps to help you create and maintain a streamlined process. Project management tools, analytics, and major communication platforms are supported.

Updates are a vital part of Perdoo’s functionality because they foster communication and keep your team up-to-date with progress. Updates can be automated using the Check-in feature, making progress reviews faster and easier.

• There’s a free version available, although it doesn’t offer much of the true functionalities. The free version can build custom reports and integrate with Slack and Microsoft teams.

To get the best of Perdoo, you should select the Premium plan which has a pricing model that reduces depending on the number of users added per month. For instance, adding less than 100 users is billed at $9.50 per user per month while 259 users are billed at $7.60 each.

14. Shibumi

Strategic portfolio management software for enterprises.

Shibumi is an ideal tool for organizations and enterprises that need an easy-to-use but powerful solution to aid with strategic initiatives and transformational changes. The platform’s robust capacity is proven in its ability to simultaneously manage thousands of initiatives across an enterprise.

The software centralizes decision-making by providing users real-time visibility to all managed projects and initiatives. With features like customizable dashboards, scorecards, and fields, you can assign objectives to teams and track their performance metrics.

Analytics are a key aspect of the reporting. Intelligent insights and forecasts can be provided to relevant stakeholders and personnel through automated presentations. Data is also presented in real-time through the dashboards.

Roadmaps allow you to visualize and link strategies to ideas and related tasks. You can trace the lifecycle of a goal from idea through strategy to execution and impact. The app’s flexible structure not only allows interaction between programs and projects, it provides a level of transparency that helps collaboration between teams.

An important part of Shibumi’s flexibility and functionality liesins its API. The REST-based model allows you to build custom applications and engineer unique integrations. You can also add external data or resources that suit your work process.

Interested users get a custom quote after booking a demo and speaking to sales.

Best Product Development Tool For Agile Teams

Startups and agile teams that need a tool to facilitate product development from planning to product launch can rely on Jira . A core of the software’s functionality is roadmaps, which allow teams to visualize, link, and work through all stages of a project.

The intuitive drag-and-drop interface gives you freedom over every detail of a project. There are essential software development features within the workflows, including the ability to plan sprints, create user stories, epics, and custom queues for issues, as well as create and assign tasks.

Apart from dynamic workflow presets such as Scrum or kanban boards, you can create custom workflows that suit your unique work process. Users will benefit especially from the simple interface, which makes workflows easy to manage for even non-savvy teams. With the ability to create multiple workflows, Jira can be used to manage multiple projects across various departments simultaneously.

Data is displayed in real-time and in a centralized manner so every member of a team can stay updated and contribute. Not only are reports available for dozens of unique metrics and in ideal visual representations, they also contain intelligent analysis that aid forecasts.

Jira has a flexible backend and multiple plugins and integrations that make it usable with many agile tools, including communication platforms, design tools, source code software, and productivity apps.

• There’s a free version available, but users that want to scale and get the best of Jira will have to go for a paid plan.
• When billed annually, the Standard plan goes at $6.25 per user per month, allowing a maximum of 20,000 users. Enterprises with the need for more robust features like advanced roadmaps and unlimited storage will get custom price quotes.
• Organizations that need a self-managed and completely flexible on-premise solution can opt to purchase the Data Center, which costs $42,000 annually for the first 500 users. The price increases as the figures increase, with a maximum of 50,000 plus users going at $885,000 per year.

You can start a free trial regardless of whether you’re choosing a cloud-based or on-premise solution.

16. KPI Fire

Strategy execution and project management software for mid-size businesses and enterprises.

Like its self-explanatory name suggests, KPI Fire is meant for organizations that want to track and get a hold of broad initiatives and projects with ideal KPIs. There are several visualizations of KPIs to choose from, but you can also configure the dashboards to manage and track metrics as you like.

Workflows are an integral feature. With dynamic workflows that are custom-built for powerful project models like Sigma Six, Hoshin Kari, and lean structures , organizations can create, manage, and align multiple processes with a strict view of the bottom line.

Preset workflow templates include but are not limited to PDCA, DMAIC projects , and Kaizen events . You can then create charters in each workflow to prioritize and manage objectives. The workflows are also customizable so you can set them to match your organization’s unique processes or style.

Idea Funnels

The ability to capture ideas and prioritize before turning them into projects is a nifty functionality of the platform. Submitted ideas are reviewed by teams with effort and impact matrixes before a decision is made.

Centralization

KPI Fire simplifies things by letting you manage and oversee multiple projects from a single location. The linkable structure allows cross-functional teams from various departments to collaborate as well.

KPI Fire helps you track the real-time progress of your workflows with Huddle boards. Performance metrics can be viewed by all team members to ensure transparency and keep teams motivated.

The ultimate goal is for projects to increase the organization’s value and performance, so the app lets you view and compare the performance of each project and the companies’ overall metrics.

To keep the whole team on track and in sight of the main goal, collaborative features like alerts and email notifications are accessible.

Interested users can get a price quote after requesting a demo and choosing a tailored plan.

17. ProductPlan

Product roadmap software for teams.

ProductPlan is great for teams that need full visibility into their product development processes, from the idea and planning stage to launch. With the customizable roadmap templates , you can add or edit milestones, legends, and timeframes, all of which can be used to coordinate and track important projects.

A huge plus of the platform is its intuitive and highly customizable interface. Virtually any member of a team can understand and use it. Also, with the drag and drop functionality, you can move details like progress bars and milestones to make changes to projects.

Collaborations

ProductPlan doesn’t only share roadmaps with users, it also lets you customize views so you can control the level of data you show different audiences. The app’s integrations let you send Slack and email notifications to update teams of changes.

Apart from flexible integrations that support essential industry tools like Slack, Jira, and Zapier, Productplan’s API allows users to create custom integrations.

Ideas can be visualized and prioritized from the earliest stages. The subsequent strategy and process can then be captured in roadmaps and shared with teams to keep involved personnel on track. Multiple roadmaps can be aligned to simultaneously manage multiple teams and processes as a cohesive unit for major, bottom-line projects.

• Robust functionality is available in the Professional plan, which provides some useful integrations, as well as access to the platform’s REST-based API. Interested users will get a tailored price quote upon a consultation session.

To enjoy the 14-day free trial, you have to choose the Basic plan , which is billed annually at $39 per month.

Key Features of Strategic Planning Software

There are key functionalities that every strategic planning or management software must provide before it’s deemed capable of organizing projects and facilitating the strategic execution of any business:

1. Real-time and Customizable Reporting

The ability to view relevant data in real-time is needed so your organization can make informed decisions on the get-go. A customizable interface that lets you tweak the data in a manner that uniquely suits your team’s work process is also essential.

Extensions and integrations should let you use relevant tools like Microsoft BI and Excel as well as export in PDF and other supported formats.

2. Visualizations and Roadmaps

A key aspect of strategic planning tools is the ability to visualize not only data but your strategic processes. They’re equipped with the ability of roadmap software to let you visually track created initiatives and the project’s progress.

The visualizations should be able to compare the projects to the company’s main goals and overall performance.

3. Workflows

Workflows are where you set the plans in motion by creating objectives, assigning tasks, and managing issues and dependencies as well as the completion of projects.

By providing features of workflow management software , planning systems allow managers to assign tasks, track project deliverables , and generally improve productivity.

Irrespective of the preset visualizations and workflow templates, the interface should be customizable so you can tweak the workspace to suit your team’s unique style.

4. Integrations

Strategic planning tools function as a central location where you can access and utilize all your needed resources. For these reasons, flexible integrations with various industry tools are a must.

You should be able to add extensions and import resources from your existing software. Platforms with open APIs that let you build your custom integrations and extensions are always a huge plus.

5. Automations

Any standard tool would help you automate much of the repetitive stuff like reports, notifications, and updates.

Some apps let you create custom rules so you can edit and choose which commands you’d like to be automated.

6. Collaborations

The ability to share reports, resources, and updates with teams is a needed functionality in any planning platform. Apart from sending emails and automated notifications to teams, some software will let you make comments and tag team members.

Since projects often have separate departments completing different objectives that are tied to the same goal, strategic planning tools should allow for cross-functional interaction.

7. Analytics

Businesses that use strategic planning software should expect intelligent reporting that can help them spot potential drawbacks early.

Some systems will integrate with industry analytic tools so you can maintain your work process and receive your preferred data.

What Is Strategic Planning Software?

Strategic planning software are used by organizations to define, visualize, and achieve their strategic goals, both long-term and short-term. Not only do they visualize the path to completing said goals, but they also provide a flexible model that helps teams easily adapt to minor or major changes in their approach or objectives.

What Does Strategic Planning Software Do?

Strategic planning tools provide a central platform for businesses to view, track, and manage various levels of planning and execution, from enterprise-wide planning to minute tasks. Through integrations, imports, and extensions, businesses can access the resources and tools necessary to carry out their initiatives.

They present metrics and analytics to help businesses properly track the progress of their projects. Often, custom features are provided so teams can track unique data pertaining to their objectives and work process.

Decision-makers rely on the visualizations of Gantt-chart software and kanban tools to improve project management and accountability within the organization, planning platforms can provide this functionality.

Benefits of Using Strategic Planning Tools?

The following are the benefits of using strategic planning software:

1. An Unparalleled Level Of Visibility

Executives and managers need to be able to view the links between their strategies, initiatives, and resources in order to keep a smooth and progressive operation.

The ability to be in touch with the most relevant and detailed data at any given point in time is never easy for typical organizations because of the several moving parts of any strategy.

Strategic planning tools provide decision-makers with the line of vision they need to make better decisions. It becomes easier to connect the dots and keep track of the constituents of the operations. But more importantly, they have the latest data at their fingertips.

2. Quick Adaptability To Change

With the ad-hoc and real-time reporting and great visualizations planning software provides, businesses can immediately tell what’s working and what’s not.

it becomes easier to adapt to change. Executives can quickly rearrange priorities and still stay focused on what’s most important.

3. A Central Base Of Operations

Organizational silos within many businesses not only make them resistant to change, they also become a huge disadvantage for projects that need cross-functional teams.

Silos can also sometimes become a breeding ground for inaccuracy in reports and inconsistency in delivery.

With strategic planning tools, organizations can eliminate discrepancies and maintain a well-connected and highly-functional environment. The infrastructure of these tools provides a central location for teams from varying departments to collaborate and share resources.

With a bird’s-eye view on operations, project managers and executives can simultaneously and successfully manage multiple projects .

4. Improved Collaboration

Most planning systems are built to boost collaboration between cross-functional teams . Users can easily work together since they can interact on projects as well as share resources and information.

Some tools adapt the functionalities of team collaboration software through integrations.

5. A Single Source Of Truth

Businesses with a need for transparency can rely on planning software as a reliable source of information.

Decision-makers, who often need to be able to view all relevant data as linked parts of a complex whole, can rely on the visualizations and reports for a 360-degree perspective.

For project-management-oriented platforms, all the essential project management reports are usually available at the click of a finger.

6. Intelligent Data Analysis And Improved Risk Management

Organizations need to be able to identify risks as early as possible and evaluate their impact on resources.

With the level of insight and analysis afforded by the reporting tools of planning software, they can spot potential compromises and deal with them very quickly.

By being able to view dependencies, make forecasts, and project what-if scenarios, businesses can realize how to tweak their strategies where needed and prioritize their investments and resources.

How Much Does Good Strategic Planning Software Cost?

Due to the quality of features and resources strategic planning tools provide, they tend to be expensive, especially for enterprise-level operations and scale-oriented subscriptions.

There are free versions available for solo entrepreneurs and small businesses, but growing businesses often need a degree of functionality only paid models can provide.

Strategic planning software are usually billed monthly or annually. They can range from as low as $6 per month to as high as $750. Typically, systems with enterprise-level functionality and robust resources start at $40 per month.

Sometimes paid applications might require extra fees for extra modules or features. There are often custom plans available for businesses that need tailored and powerful functionality.

Which Strategic Planning Software Should I Try?

As always, the ideal software for your business depends on these factors: your business needs and initiatives, your available resources, your existing infrastructure, and the size and complexity of your business.

Remote teams and agile businesses with a fast-moving and very adaptable infrastructure can rely on scrum tools like Jira due to the level of visibility and flexibility they provide. Product development teams and software startups that need roadmaps and an open API to build their own unique applications should opt for agile tools like Aha! and Asana .

Growing businesses and startups that need a great cost-to-functionality ratio will enjoy a project management software like ClickUp . Its easy-to-use interface and communication-based model make it great for cross-functional teams and businesses that rely heavily on collaboration.

A business management platform like Monday.com with its simple and yet very robust structure is suitable for businesses of all sizes. Organizations in need of enterprise software solutions and transformational management can opt for platforms like Jedox and Amplify .

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Martin luenendonk.

Martin loves entrepreneurship and has helped dozens of entrepreneurs by validating the business idea, finding scalable customer acquisition channels, and building a data-driven organization. During his time working in investment banking, tech startups, and industry-leading companies he gained extensive knowledge in using different software tools to optimize business processes.

This insights and his love for researching SaaS products enables him to provide in-depth, fact-based software reviews to enable software buyers make better decisions.

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9 best strategic planning software tools in 2024.

Updated on February 6, 2024 by Jeffrey Kagan

Published on December 11, 2023 by Jeffrey Kagan

Strategic planning is a systematic process of setting an organizational goal and devising an actionable strategy to realize the same.

It involves a detailed assessment of the organization’s current state and the drafting of the aspirational future state. This process is followed by the formulation of a practically implementable plan to bridge the two. Apart from the planning process, it also includes resource management and mobilization to support efficient road mapping for goal achievement.

Finally, it accounts for any disruptions and risks that could divert the course of business progress and prepares a disaster management strategy to adapt and mitigate its effects.

On the whole, effective strategic planning brings harmony between external circumstances, internal resources, and growth monitors to help companies achieve their long-term goals.

Why Do You Need a Strategic Planning Software?

Digital tools and platforms have transformed business operations and workflows. The same applies to strategic planning software solutions that promise the following benefits:

• Information Centralization: Information is the foundational unit of procedural efficiency. However, handling disparate data from multiple sources can be difficult. It is tougher to store and organize such information and use it as a compass to drive business decisions. Strategic planning software solutions centralize all information and make it accessible to stakeholders. Such accessibility lends direction and consistency to collective action.
• Collaboration and Communication: Strategic planning software systems come packed with collaborative features. As such, it acts as a platform for teams to work together in the development and implementation of the strategic plan. It also facilitates effective communication among team members, especially in organizations with remote workforce or geographically dispersed teams.
• Data Analysis and Reporting: Strategic planning software makes businesses increasingly data-centric. The resulting data-first environment makes it easier to conduct qualitative and quantitative analysis and generate valuable reports containing real-time insights. Such an objective, value-driven base allows for informed decision-making by spotting trends, opportunities, and areas for improvement.
• Scenario Planning: Several strategic planning software solutions allow businesses to run simulations based on external and internal variables. The calculated outcomes help them prepare for different scenarios and model future scenarios based on a matrix of assumptions. It also helps them anticipate potential outcomes of business decisions and strategy changes.
• Performance Monitoring : Strategic planning tools often include features that allow businesses to track metrics against configurable key performance indicators (KPIs). They can monitor such KPIs and map them against timelines to visualize progress and introduce any necessary interventions to catalyze success.
• Risk Management: Managing risk is a crucial part of planning strategies. With strategic planning software, organizations can predict possible risks associated with different strategies. Such foresight allows them to plan proactive risk management, contingency plans, and disaster recovery to minimize problems.

Top 9 Must-Have Strategic Planning Software Tools for 2024

Now that we’ve made a compelling case for strategic planning software , here’s a look at the top 9 options available in the market.

1. Nifty : All-in-One Strategic Planning Software

Nifty is a comprehensive project management OS that props strategic planning on the pillars of effective communication, workflow automation, and cohesive collaboration. It refines strategic planning through centralized task management, interactive timelines, and value-loaded milestones to lend clarity and efficiency to the process.

Key Features

Translate plans into actions using Tasks. Nifty’s powerful task management feature allows users to create, assign, and track tasks – even recurring ones. Enjoy a high level of detail as you define tasks into subtasks and view them as Kanban Boards, Lists, Swimlanes, Timelines, and Calendars.

Set clear goals and track them all the way to completion – either as a singular task or a complete task list. Goals are an excellent way to measure and monitor progress. It also highlights any issues that can come in the way of goal achievement.

Roadmaps are your strategic plan in a visual format. They map all tasks and timelines in a milestone format so that you can break down larger goals into smaller portions and achieve them faster. It also gives an overview of any looming deadline, task priorities, and any dependencies.

Collaborate and communicate effectively with Nifty Discussions. From sharing the mission and vision documents to leaving comments on tasks, this feature orchestrates every knowledge and information exchange. You can also extract from discussions and turn them into actions while ensuring that nothing falls through the cracks. 

• Real-Time Alerts

Get real-time alerts to stick to schedules and take prompt actions. Nifty sends push notification alerts for reminders, task assignments, due dates, milestone achievements, file sharing, and more. Users also get notifications when they are tagged in comments or when someone comments on their thread to ensure nothing is amiss.

Try the best strategic planning software for free! Get Started Free

• Starter: $39 per month 
• Pro: $79 per month 
• Business: $124 per month 
• Unlimited: $399 per month 

2. Unito : Sync Strategies Between Projects

If you’re in the habit of using multiple planning and management software systems, then Unito can connect them all. Its synchronization capabilities provide strategic alignment between diverse tools and platforms to help teams communicate seamlessly . With Unito, you can stick to your preferred solutions while maintaining cross-platform compatibility.

• Effortless Syncing

Unito syncs data across all connected tools in real-time and through two-way exchange. As such, any change mirrors across all terminals.

• Customizable Rules

Establish rules to define the what, how, and where of data syncing capabilities to enjoy absolute control and precision. Select the fields that you wish to sync and leave out the rest.

• Field Mapping

Field mapping allows users to set up data flow restrictions to convert two-way channels into one-way. Such maps funnel data from multiple sources into a single repository.

Build and test workflows, save incomplete ones as drafts, create duplicates for recurring use, and gain visibility of workflow health.

• Basic (one tool): $99 per month for 1250 items in sync
• Pro (one tool): $299 per month for 2500 items in sync
• Business (all tools): $769 per month for 6000 items in sync
• Enterprise (all tools): Custom pricing

3. Profit.co : OKR-Based Strategic Planning Software

Profit.co relies on Objective and Key Result (OKR) methodology to assist strategic planning. It outlines the key organizational objectives and tracks the metrics involved in achieving the goal. At the same time, it offers real-time insights into the performance so that teams can comfortably set, monitor, and meet their strategic goals.

• OKR Management

Align smaller, strategic goals with the overarching organizational objectives so that the teams don’t lose focus of the final outcome. Choose from or customize 400+ built-in KPIs to measure progress.

• Task Handling

Create detailed to-do lists containing tasks of varying priority, importance, and deadlines to get work done. View these tasks as boards, timelines, or progress bars.

• Stakeholder Involvement

Get teams and stakeholders on the same page with smart commenting and tags. The gamified layout allows managers to reward team members with points upon task completion.

• Performance Optimization

Review team performance against specific organizational needs. Get real-time visibility into team-level goals, progress, and corresponding metrics to get organizational analytics and visualize individualistic contributions.

23 teams migrated from Profit.co to Nifty last week. Know why

• Launch: free up to 5 users
• Growth: $7 per user per month
• Enterprise: Custom pricing

4. Hirebook : Implement Strategies Through Performance

Hirebook is a performance management software that can also be used for strategic planning. The core competency of Hirebook lies in continuous feedback while setting and reaching goals. It covers regular check-ins, periodic reviews, and development discussions to create an environment of continuous improvement.

Manage teams and tasks efficiently. Schedule team meetings or one-on-ones to bring team-wide cohesiveness. Assign tasks to members, set due dates, and track progress – all in the same place.

• OKRs & KPIs

Track OKRs and KPIs that tie up with the larger organizational goal and help employees realize their role in organizational success. Plus, an outcome-based performance-tracking model empowers employees to self-manage growth.

Capture real-time feedback from employees about how they feel on a personal level and with reference to their workloads. Collect feedback and survey employees on realistically solving problems better.

Set smart agendas and link them to meetings, along with other related documents. Schedule team meetings or one-on-ones to test employee morale in response to strategic initiatives, planning, and implementation.

• Business: $10 per user per month

5. Airtable : One of the leading strategic planning solutions

If you’re looking for a strategic planning solution revolving around app development, then Airtable is an excellent pick. It is a no-code platform that supports businesses in developing high-end, scalable apps across marketing, operations, finance, human resources, and product management. Such a functional and case-specific approach makes strategic planning easier.

• Airtable AI

Available in beta, Airtable AI makes use of generative AI technology to improve workflows . It can improve strategic plans by factoring in different variables and extracting main insights from heavy datasets.

• Workflow Automation

Airtable Automation goes as far as facilitating complex, multi-sequence automated workflows based on trigger or action logic.

• Shared Data

Create a single source of truth and sync connected data to bring about pan-organization alignment. Shared data also injects reliability into business operations while minimizing risks.

• Interface Designer

Airtable uses simple drag-and-drop functionality to allow users of varying technical capabilities to create custom interfaces. The modular components, when put together, transform data into action.

Do you know; Nifty is also an Airtable alternative ?

• Team: $20 per user per month
• Business: $45 per user per month
• Enterprise Scale: Custom pricing

6. Monday.com : People-First Strategic Planning Software

Monday.com is a free project management platform that helps strategic planning through a blend of project management and collaborative action. It visually presents data through boards and timelines to give a high-level view of the underlying tasks and workflows that are to be completed. 

• People Management

Rather than focusing purely on projects or tasks, Monday.com aims to empower managers in dealing with the people behind it. It comes with employee, team, and HR management capabilities to do so.

Monday.com allows users to effectively track the time spent on every task with a simple click. Apart from the timer, team members can also manually enter the time spent on every item.

• Document Management

Since data forms the core of the strategic planning process, the document management feature centralizes data and makes it accessible to authorized stakeholders.

• Remote Collaboration

Connect remote and disparate teams together to smartly execute strategic plans. Effective collaboration brings about better strategy planning and alignment.

Check out: Ideal Monday alternative

• Basic: $8 per user per month
• Standard: $10 per user per month
• Pro: $16 per user per month

7. Envisio : Enterprise-Grade Strategic Planning Software

Envisio is a dedicated strategic planning software geared toward enterprises and established institutes. It is strategic planning platform that helps entities formulate robust strategies and execute them with finesse. Operationalize plans while aligning teams, monitoring performance, and sharing results with stakeholders.

• Strategic Plans

Take control of strategic plans and populate actionable lists of tasks. Map out a clear, unambiguous strategy in the format of your choice.

• Team Management

Break apart organizational siloes and surpass team-linked boundaries to create a cohesive and cross-functional workforce that works as a unit.

• Data-Backed Performance Measurement

Keep a tab on performance data over a centralized performance management platform. Analyze and visualize information while honoring priorities and business decisions.

• Interactive Dashboards

Benefit from data visualization tools like scorecards, progress bars, etc., to present plans and progress in an easy-to-digest form. Tell your tale transparently.

Custom pricing

8. Sciforma : Project and Portfolio Management Software

Sciforma is a holistic project and portfolio management software that can also be used for strategic planning. It fits this use case by helping organizations plan, prioritize, and execute projects through its modules like resource management, budget tracking, change management, etc.

• Strategy Execution

Identify the project, product, or initiative that features in the strategic plan and contributes to the overarching organizational goal, especially in relation to the outcome of organizational strategy. Use the findings to formulate robust, case-specific strategies.

• Situational Simulations

Run multiple “what-if” simulations to predict possible outcomes of various scenarios in different conditions, such as timeline, workload, budget, etc., to pave the way for sharper strategies.

• Multi-Method Resource Management

Sciforma dips into multi-method resource and capacity management to improve market responsiveness, enhance operational efficiency, and maximize business impact by resource availability.

• Project Scheduling

Ensure everything goes as per plan through detailed and cleverly planned-out project schedules. Available as Gantt charts, these schedules manage assignments, project critical paths, deliverables, risks, and financial transactions.

Read Also: 10 Best Gantt Chart Software for Teams

9. Wrike : Versatile and Industry-Agnostic Strategic Planning Software

Wrike is a versatile project management and collaboration tool that also doubles as a strategic planning tool and software. It empowers teams while streamlining workflows, planning projects, and formulating strategic goals. Wrike patches the entire company together to make strategies a reality.

• Pan-Organizational Alignment

Bring your entire workforce together and calibrate them to focus on the same thing. Such alignment and direction will accelerate success.

• Reduced Redundancies

Eliminate redundancies and resource allocation to routine tasks through automated workflows. Set up logical or rule-based approvals that you can templatize.

Build custom workspaces for teams and equip them with the right set of tools and technologies to breathe life into strategic plans.

• Structuring

Assign or display tasks in different ways – calendar, table, board, Gantt charts, workload charts, resource bookings, etc., to visualize what’s done and what’s in the pipeline.

• Team: $9.80 per user per month
• Business: $24.80 per user per month
• Pinnacle: Custom pricing

How to Choose the Best Strategic Planning Software?

If you’re looking to bag the best strategic planning software , consider the option that offers the following capabilities:

• Collaboration: Powerful collaboration and seamless communication allows teams to work harmoniously while developing and executing plans.
• Data visualization: Data visualization tools convert complex data into clear, actionable insights for strategic analysis and empowered decision-making.
• Real-time tracking: Monitor progress in real-time through milestones, timelines, or to-do lists that indicate what is done and what remains.
• Integrations: You want a solution that seamlessly integrates with your existing tech stack and fosters an environment of interoperability with zero data flow barriers for strategic plan execution.
• Scalability: The strategic planning software should adapt to changing organizational requirements and scale with the company’s growth.
• UX/UI personalization: Customized and intuitive interfaces improve user engagement and empower them to extract more value from the solution available.
• Agility: An agile framework promotes interactive planning and execution despite disruptions or changing circumstances.
• Mobile-friendly: Enjoy strategic planning from anywhere and at any time. Mobile accessibility ensures higher stakeholder participation, elasticity, and responsiveness.

Are You Ready to Take Your Planning Ahead With the Right Strategy?

When you look at all the features present in the best strategic planning software , you will notice that Nifty checks all the boxes. From an intuitive UI/UX to rich dashboards – Nifty has everything to define goals and devise strategies to achieve said goals. With Nifty by your side, your team will not just prepare smarter but also perform better.

🧑‍💻 Get Started with Nifty for Free . 👋

What is strategic planning software?

Strategic planning software is a tool to facilitate systematic goal-setting, effective implementation, organizational alignment, smart resource allocation, and improved efficiency to meet long-term objectives.

What are the 4Ps of strategic planning?

The 4 Ps of strategic planning include:

• Performance

What are some free strategic planning software options?

While there are no “free” strategic planning software solutions, the following options come with a free plan:

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Alternatives

Wait before you go, do you really want to lose 5 productive hours a week, teams waste 5 hours a week on average juggling between tools. nifty is one app for chat, tasks, docs, and more. try it for free and see for yourself. we promise you’ll love it..

Strategy Execution

The complexity of managing your business in an increasingly uncertain and unpredictable world is a huge challenge. Your efforts to strategize and meet your goals are being tested relentlessly.

Now, imagine you have a coordinated strategic execution blueprint. One that gives you the ability to continuously monitor and flexibly adapt your strategic course and business capability in response to shifting market needs.

A plan that dynamically aligns top investment decisions to unfolding management initiatives and evolving technology.

This contextually relevant, inclusive and dynamic blueprint is accessible to everyone in your organization and intricately linked to every activity undertaken in the creation of value. With plan in hand, everyone can intimately understand how the data in your plan rolls up, making it easy to track progress on the road to strategic success.

What would this kind of “superpower” do for your business?

Our Strategy Execution solution

Capsifi’s business architecture capabilities are intelligent, insightful and the key to deeply understanding your business operation and organisational performance.

OKR’s and metrics

Define, manage, and monitor key measurements and performance indicators for tracking business performance.

Strategy on a Page

A consolidated summary of an annual operating plan in a dynamic, interactive canvas that effectively communicates the plan to the entire organization.

Value Trees

Decompose business value dimensions and optimize the allocation of costs and investment opportunities.

A structured decomposition of the various dimensions of business value and the levers available to the organization for value delivery.

Skills & Competencies

Catalogue the required skills and competencies of individuals and teams, enabling the business capabilities they support.

Diagnostic Heatmaps & Root Cause Analysis

Configurable visual cues for tracking diverse, user-defined business measures at a glance, such as performance, maturity, and risk.

Business Motivation Model

A framework for defining and communicating a strategic business plan, based on the Business Motivation Model (BMM) template.

Strategic Roadmaps

Dynamic roadmap views that provide clear visibility of the alignment of planned initiatives with desired business outcomes.

Organization Structure

A dynamic map for better organizing business units and territories that aligns people and teams into hierarchical, matrix, or agile.

Unlock strategic agility with Capsifi

Empower your people.

Enable everyone in your organization to understand your strategy and the steps they need to take to execute on it.

Measure and track your progress against executing your strategic plan, understand where there are challenges and take corrective action fast and early.

Align corporate strategy with your business units across your entire organization so you’re all working together to help achieve your goals and the best result possible.

Maximise resources

Identify activities that aren’t contributing to clearly defined strategic outcomes so that resources can be more appropriately channelled to other projects.

Invest wisely

Make better decisions on where to invest, which initiatives to fund and where to deploy capital to deliver on strategy.

What our clients are saying

Outstanding quality.

Capsifi has been very successful for developing and managing business strategies and their related ICT and digital strategies – then relating them to investments and projects. The relationships between this information enables traceability and “line of sight” from strategy to execution – particularly focused on prioritizing where funds are allocated. The visualizations are excellent at combining crucial information “on one page” to enable better insights and decisions.

Client Executive

APAC Services Industry Organization

Outstanding Platform

Capsifi is very easy to use, and does not require formalized training to start using. There is so much functionality, that it can be used for many different purposes, and provides an easy way to visualize corporate strategy and the link between it and IT strategy (from vision & goals to execution.) There are so many great views that allow you to show many different aspects of your data. There many to many relationships to data is very helpful.

IT Business Consultant

North American Finance Organization - $30B+ revenue

Comprehensive and Intuitive

Capsifi provides a comprehensive and intuitive user interface to model business artifacts such as software services, digital workflow and GUI. Linkability between each of those artifacts is unique and powerful when modelling multiple business layers. Moreover, they provide customization cater to customer needs. Easy-to-use platform for modelling and linking business artifacts in different layers.

Research Assistant

APAC Education Organization – 50,000 employees

Learn more about our solutions

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Explore other solutions from Capsifi

Business Architecture

Fast-track business decisions with holistic, interactive insights into the intricate dependencies within your business operating model.

Customer Experience

Customer-centric innovation to ensure you stay focused on those who allow your business to thrive.

Enterprise Architecture

Manage, evolve and maintain a modern technology estate, explicitly aligned to business needs.

Enterprise Governance

Reduce uncertainty and responsibly manage risks through a clear line of sight for enterprise compliance with policies, controls and regulations.

Portfolio Planning

Build the capacity to transform, with well-grounded investments and continuous monitoring of the impact of change.

Clearly articulate your strategic direction to enable agile decision-making aligned with desired business outcomes.

Three ways for you to get started with Capsifi

Build plans, manage results, & achieve more

Learn about the AchieveIt Difference vs other similar tools

We're more than just a software, we're a true partner

• Strategic Planning

Business Transformation

Enterprise pmo.

• Project + Program Management
• Operational Planning + Execution
• Integrated Plan Management

Federal Government

• State + Local Government
• Banks + Credit Unions
• Manufacturing

Best practices on strategy, planning, & execution

Real-world examples of organizations that have trusted AchieveIt

Ready-to-use templates to take planning to the next level

Research-driven guides to help your strategy excel

Pre-recorded & upcoming webinars on everything strategy & planning

• *NEW!* Podcast 🎙️

Strategy Execution Software that actually works

Simplify execution and achieve better outcomes.

Take back control of your strategy management. AchieveIt helps organizational leaders eliminate manual efforts, improve inefficiencies, and foster a unified approach across all teams. All in a single platform.

Align plans, engage employees, & achieve more 

Trusted for integrated plan management by organizations & leaders just like you

Strategy execution and plan management is a pain....

90% of strategic initiatives fail to meet their expected outcomes. Why? Because current strategy execution and management processes are broken .

Collecting updates is manual and takes weeks. Information often crosses teams & systems, leading to missing context and no qualitative feedback. And with reporting done in silos, it's up to you to make decisions on limited information.

And once accurate information is finally available, it's time to start over again. 

So where does that leave you? Often with more questions. Let AchieveIt be the answer.

When was this last updated?

Updates are collected irregularly and can take weeks. Poor processes and manual steps lead to frustration and outdated information.

You have better things to do than chase your team down for updates that may or may not be current. 

Let AchieveIt's strategy management software take on the administrative burden so can finally focus on what you do best.

How are our key initiatives progressing?

Insights across the organization require zooming in and out of different systems and reports. This makes it nearly impossible to understand plan and organization progress at a quick glance.

AchieveIt’s strategy management software gathers holistic insights from various systems and automates reports across your organization. A single glance shows your organization’s progress, empowering you to create plans and make adjustments based on real results.

How do our department programs impact organizational goals?

It's rare that plans and initiatives are worked on in silos. So why are the tools and and reports focused on disconnected information?

Empower employees and departments to set individual and team goals using AchieveIt’s strategy management software. Teams can share their progress and visually track how their successes impact organization-wide goals, fostering motivation and efficiency throughout your company.

What adjustments should we make to hit our goals?

Without a clear understanding of progress and alignment, making accurate live adjustments can be nearly impossible.

Benefit from strategy management software that offers a transparent view of progress and alignment, facilitating easy identification of areas for improvement. Centralize all departments within your company in one accessible platform, eliminating the need for separate, independent departmental tracking methods.

How should I be managing my plans and strategy?

Most of the time its not the  ideas that are bad, it's the structure of the ideas and the process of executing them. Lack of structure and processes sets up most plans for failure. 

You don’t need to figure it out on your own. AchieveIt's Strategy Execution Experts are available for ongoing guidance. We’ll support you through the implementation process and continue to update you with the latest practices for new strategies, regular business reviews, and ongoing training.

... that's why AchieveIt was created — to make accomplishing plans and goals easy

"AchieveIt replaces a system of execs getting 15 spreadsheets every day. Now: 1 email, always at 9AM, 1 click to see 90 days of data; all 15 campuses on 1 display."

Myra Ricceri

Performance excellence coach

"On a scale of effectiveness, our process went from 1 to 10. It is so much easier! Every strategic meeting we go into now is more efficient and informative and our reporting takes so much less time."

Candice Williams

Manager, strategic services

Improve strategy management and execution with simple steps

You've learned how AchieveIt can help. Now it's time to take the steps to make strategy execution a reality for your organization. Within the software, you'll learn how to plan, automate, manage, analyze, and achieve your goals, making strategy execution a breeze.

02 - Automate

03 - Manage

04 - Analyze

05 - Achieve

Plan in a way that fits your organization

We know every organization plans differently. That’s why we think it’s important to let you craft plans that suit your teams. With AchieveIt, develop strategies with your unique data and align your organization's plans and processes along the way.

Collect updates, automatically

Don’t waste time chasing updates when AchieveIt's software can do it for you. Easily automate progress update requests across your organization. Assign projects, set update frequencies, and let AchieveIt's strategy solutions manage the rest so you can spend your time on what matters most.

Understand results in real-time & run effective meetings

No more waiting for reports to be compiled. As updates are collected, information is available immediately to understand exactly how your team is progressing. Create more effective meetings and conversations by leveraging real-time insights to understand exactly what’s on track, off track, and at risk.

Visualize real-time performance

Effective plans and strategies impact the entire organization, meaning interest — and eyes — from all levels. Leverage custom dashboards and visualizations to deliver the right insights to the right people.

Engage your team and improve outcomes

Plans get “stuck on the shelf” because they aren’t discussed. And if they aren’t discussed, how can you expect your team to commit to them? Leverage notifications, automated reports and clear alignment to engage your team, drive conversation, and improve outcomes.

Strategy execution software solutions for every industry

Strategy execution software can work for any company — AchieveIt has partnered with nearly every industry, offering planning solutions unique to them. Some of the top industries we serve are listed below.

Improve agency-wide performance and accelerate IT modernization for all plans and initiatives regulated by the federal government . Big-name organizations like NASA, the CDC, and the U.S. Air Force use our planning software to manage critical data and stay ahead of the game.

As healthcare consistently advances , you can improve outcomes and performance management with system-wide execution to stay on track. Johns Hopkins, Providence, UTHealth, and more trust our software to connect their initiatives across departments, markets and hospitals.

Reach growth goals and gain a competitive advantage against other commercial organizations . We have simplified processes for AT&T, the YMCA, Boar's Head, and more, promoting accountability across their teams and delivering better outcomes.

State & Local Government

Achieve outcomes and create a transparent government for your state, county, or city . Nearly every week, new state and local government organizations partner with AchieveIt to deliver better outcomes for the public. 

Universities, Higher Education, and more use our software to increase transparency and achieve their institutional goals . Dalhousie University, the University of Pittsburgh, and Washington State University are just a few educational institutions that benefit from our strategy execution software.

Scale strategies, maintain operations, and reduce risk across utility plants and organizations . All information is in one place, so teams can skip the time it takes to call their plant managers. Utility organizations have seen significant improvements in their team engagement and utility productivity.

Strategy management solutions and key capabilities

Strategy execution software will measure and manage important data for your company in a consolidated solution. These are some of the key ways that organizations typical leverage AchieveIt.

What types of plans are important to you? 

Strategic Planning & Strategy Execution

Our software organizes your strategic plan into a user-friendly format, breaking down goals into actionable steps based on company data. Create and connect areas of focus and individual goals for a bird's-eye view of the plan ahead. From here, you can:

• Manage your progress
• Focus on what needs attention
• Assess organization updates and history
• Enable and execute strategic plans
• Achieve more in less time

Propel your business forward, using fresh data to measure progress while holding contributors accountable. Together, we’ll grow your business through challenging changes and projects. AchieveIt will show your employees how their progress achieves long-term visions and goals for Transformation.

AchieveIt is the leader in enterprise project management. Instead of adding more to your plate, automate your project-tracking capabilities and accomplish more in less time — specifically connecting key projects, programs, and initiatives across your organization.

Operational Planning

Count on the AchieveIt platform to translate strategy into seamless operational plans and manage ongoing effective execution for your company. Keep your strategy on track and ensure operations are as efficient as possible,

“For the executives, the lightbulb moment is the backend portion. It’s the dashboards and the multi-plan view and showing them that there’s multiple ways in which they can look at their business that they’ve never been able to before.”

Deputy Director, Strategic Planning & Performance Management

Fulton County Government

“It’s so difficult for hospitals to keep up with how they’re doing…because they’re using manual tools and processes. AchieveIt, through automating those processes and making it very easy to focus on their initiatives, ensures that those important items continue to be worked on throughout the course of a year.”

Project Management Coordinator

Johns Hopkins All Children's Hospital

“People are now seeing things that are visibly out there. We have the communication lines open between the different departments. They’re actually communicating more about, ‘This is really how the process works.’ People are having those conversations and figuring out solutions that they never would’ve gotten if they didn’t know this.”

Manager, Global Clinical Trial Support

Smith+Nephew

Hear directly from our awesome customers

See first-hand why the world's best leaders use AchieveIt

See AchieveIt in action 

Check out The Strategy Gap Podcast 🎙️

The only podcast focused on strategy execution. 

hear practical advice from  leaders and learn how to apply them in your organization

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UPDATED 15:32 EDT / MAY 15 2024

Creating timeless software: How Software AG has remained relevant in the new age of AI

by Mark Albertson

The year Software AG was founded provided two watershed moments in the future growth and direction of the technology industry.

It was 1969, and IBM Corp. announced in June that it would begin pricing its software and services separately from its hardware, laying the groundwork for an emergence of the modern software consulting industry. One month later, U.S. astronauts walked on the moon , a validation that technology could achieve what was once unthinkable.

Software AG, started that year in Germany by six young employees of the Institute of Applied Information Processing, has emerged as a multinational software business that provides enterprise tools for business process management, integration and big data analytics. For more than five and a half decades, the company has shown that it can adapt to the shifting tides of an industry that never stands still.

“Software AG continues to remain relevant by modernizing its legacy technology while moving into new growth areas,” said Paul Gillin , research analyst for theCUBE, SiliconANGLE Media’s livestreaming studio. “The company’s Adabas database management system and Natural development language still have large installed bases, but the company’s growth has shifted to Aris business process management software, which, incidentally, has also been around for more than three decades but is just as relevant today as ever.”

Gillin was on the ground in Dublin, Ireland, for Software AG’s International User Groups Conference in April and spoke with key executives from the company and customers in exclusive interviews about the latest product enhancements for data integration, process management, artificial intelligence and internet of things orchestration for enterprises around the world. (* Disclosure below.)

Software AG Aris plays central role in business optimization

Software AG’s lengthy history in the process management arena has given the company a different perspective on software and its role in enabling enterprise applications. The firm invented its flagship Aris product in 1992, and Aris grew to become a tool used by enterprises for the documentation, design, analysis, assessment and optimization of key processes for running a business.

“When you talk about legacy, I talk about timeless software,” said Stefan Sigg , chief product officer of Software AG, during his conversation with theCUBE . “When software has been around a long time, it becomes timeless and it doesn’t matter anymore how old it is. My favorite example is Microsoft Excel; it’s been around for almost 40 years, but nobody is calling Excel a legacy. Nobody calls Software AG’s Aris legacy. It’s there to keep all those super mission-critical custom applications that were built on top of this technology running because they carry the company. That is what we are doing.”

During the International User Groups Conference in Dublin, Software AG enhanced its Aris process mining and Alfabet portfolio management products with generative AI. By leveraging Microsoft Corp.’s Azure OpenAI, Software AG is now providing the capability to depict existing processes and identify anomalies through the use of graphic formats.

“We continue to innovate … we can use AI to make Aris much more productive where you don’t have to dig into the data so much, but the AI is telling you what’s wrong,” Sigg said. “We mine the data, reconstruct the business processes and have key performance indicators attached to each and every instance. AI creates the summary without a human being needing to spend hours and hours analyzing each process instance.”

Earlier this year, Software AG released a study that identified a common challenge fueled by rapid expansion of technology within many enterprises. Results showed that 89% of organizations rapidly expanded technology over the course of several years, and more than three quarters or 76% indicated that this resulted in increased chaos to be managed. Over 40% pointed to the challenge of managing legacy and new systems together as a key factor in heightened complexity.

“The cloud is promising to make everything easier, but at least in an intermediate time, it’s making things much more complex because no company on this planet is making a 100% shift from being on-premises one day to the cloud,” Sigg explained. “Then there are SaaS services running somewhere and maybe edge cases where I have infrastructure and software running on a factory shop floor. These are four different things that I have to integrate. That is building complexity that you cannot avoid. It’s a question of managing that complexity with state-of-the-art integration software, IoT software, process management software and IT portfolio management software.”

Here’s theCUBE’s complete video interview with Stefan Sigg:

Use cases highlight support for migration and strategic planning

Migration of IT systems to a new platform is not only a complex process, it can also cripple a business dependent on enterprise resource planning and management functions necessary for smooth operation. Add on the sudden impact of a worldwide global COVID-19 pandemic, and this is the scenario that one Software AG customer found itself facing in 2020.

Celulose Nipo-Brasileira S.A., or Cenibra, is a major Brazilian producer of bleached eucalyptus pulp used for making paper and cardboard products. The company designed a plan to upgrade its legacy ERP system to SAP S/4HANA as a key step toward a modern IT infrastructure. Yet with the entire migration team having to work remotely when the upgrade began during the pandemic, the challenges were significant, according to  Ronaldo Neves Ribeiro , IT and telecom manager at Cenibra, in his interview on theCUBE .

“It was a huge problem,” Ribeiro said. “We’d never managed projects remotely, but the directors decided to continue. It was planned and completed in 13 months with 178 people. It was the first S/4HANA migration in the world done completely remotely.”

Here’s theCUBE’s complete video interview with Ronaldo Neves Ribeiro:

Announcements made during the conference included news that Software AG would enhance Alfabet 11 , the company’s portfolio of management products, to provide process mining functionality for the IT landscape. New features included a Smart Data Workbench for customizing information displays, Data Quality rules that set parameters for acceptable quality and the application of reasoning-based AI to reduce product configuration effort.

The latest enhancements for Alfabet offered the British financial advisory company St. James Place PLC an opportunity to fine-tune its planning strategy.

“What we find that Alfabet brings for us is it has the ability for us to capture those high-level corporate strategic goals,” said Ian Batty , head of the Office of Architecture at St. James Place, in conversation with theCUBE . “Alfabet supports two distinct areas of usage, which is the enterprise architecture tool and the strategic portfolio management. I’m particularly focused on strategic portfolio management, and that means identifying where to spend your money, how much money you’ve got, what are the priorities you’ve got as a company.”

Here’s theCUBE’s complete video interview with Ian Batty:

Growing complexity of IT environments has fueled interest in Software AG and its portfolio of process management solutions. The company was the subject of acquisition interest last year when the private equity firm Silver Lake competed with Rocket Software Inc. for a majority stake. Silver Lake prevailed and took the company private last fall. Since then, Software AG has sold its StreamSets and webMethods business to IBM Corp.

While Silver Lake has taken an approach to sell off some of Software AG’s assets, the company’s core business remains the same. The firm’s business process management software continues to attract major clients, a sign that despite the rapid pace of change today, enterprises will always need to optimize functions to remain successful.

“Processes are really at the heart of the organization, it’s the DNA of the organization,” said Josèphe Blondaut , head of ARIS product marketing at Software AG, during an interview with theCUBE . “It’s really about learning to learn, creating a culture of optimization and a culture of overall thinking, not thinking only in the specific silo you are working in. In the end, a company that looks at the processes, that looks at the operation will gain some kind of a learning success.”

Here’s theCUBE’s complete video interview with Josèphe Blondaut:

To watch more of theCUBE’s coverage of the International User Groups Conference , here’s our complete event video playlist:

Watch theCUBE’s full coverage of the International User Groups Conference event here:

(* Disclosure: TheCUBE is a paid media partner for the International User Groups Conference. Neither Software AG, the sponsor of theCUBE’s event coverage, nor other sponsors have editorial control over content on theCUBE or SiliconANGLE.)

Image: KENGKAT / Getty Images

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