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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
4.59 ( 3678 reviews )
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
4.35 ( 1268 reviews )
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
4.49 ( 2800 reviews )
ClearPoint, the world’s first integrated strategy reporting system, makes it easy to keep teams throughout your organization focused on the activities and metrics that matter most in achieving overall organizational goals. ClearP... Read more about ClearPoint Strategy
4.92 ( 36 reviews )
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
4.50 ( 22704 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
4.42 ( 13000 reviews )
Asana helps teams orchestrate their work at scale—from daily tasks to strategic initiatives. With Asana, teams are more confident, move faster, and accomplish more with less—no matter where they are located or how many different d... Read more about Asana
4.47 ( 11923 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
4.66 ( 3562 reviews )
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
4.29 ( 2131 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
4.66 ( 1742 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
4.74 ( 1413 reviews )
Float is a collaborative resource management software for real-time project planning and task scheduling. Features include an intuitive interface, drag-and-drop features, keyboard shortcuts, reports, and analytics, and editing too... Read more about Float
4.52 ( 1395 reviews )
Miro is a cloud-based collaboration tool for small to midsize businesses. The solution features a digital whiteboard that can be used for research, ideation, building customer journeys and user story maps, wireframing and a range ... Read more about Miro
4.69 ( 1138 reviews )
Teamwork.com is the only project management platform built specifically for client work. Deliver work on time and on budget, eliminate client chaos, and understand profitability in one platform. Teamwork's customers track and mana... Read more about Teamwork
4.49 ( 782 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
4.13 ( 666 reviews )
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
4.31 ( 657 reviews )
Pingboard is the employee experience suite built for growing organizations that put their people first. Build a culture of connection for your workforce, even before their first day, with Pingboard’s org charts, automated onboard... Read more about Pingboard
4.61 ( 595 reviews )
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
4.53 ( 541 reviews )
Aha! helps companies build lovable software. We provide the world's #1 product development tools — Aha! Roadmaps, Aha! Ideas, Aha! Create, and Aha! Develop — which are used by more than 700,000 builders. Product teams rely on our ... Read more about Aha!
4.74 ( 487 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
4.82 ( 388 reviews )
Popular Strategic Planning Software Comparisons
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
What is strategic planning software?
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 )
Common features of strategic planning software
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.
What type of buyer are you?
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.
Benefits of strategic planning software
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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Measure Know the status of your strategy in real time
Track progress and success of your strategic initiatives automatically in Cascade - your single source of truth for all things strategy. Know how your team's goals and initiatives are performing in real time. Performance management becomes a breeze with Cascade.
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Identify risks in your plan before it's too late. Know if, when and how you should course-correct. Adapt to changing priorities without a hassle. Effectively communicate and keep all the stakeholders in the loop seamlessly.
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Outline strategic goals, identify key metrics, and track progress
Why Mural for strategic planning & management
- Organize your ideas and give them structure with flexible frameworks, mind maps, diagrams, and more.
- Lead more productive strategic planning meetings with facilitation tools like timer, anonymous voting, and private mode.
- Ensure that everyone is engaged and all voices are heard, regardless of location or work preferences.
- Kickstart your process with one of our strategy or alignment templates.
- Never lose sight of your key ideas or progress in endless email or message threads.
Intuitive tools that make visualizing, building, and sharing your strategic plan easy
Create & publish custom templates
Save time and scale methods across your organization by publishing templates to your workspace.
Gain consensus and reach alignment quickly, either in real time or asynchronously.
Tags on sticky notes
Customizable labels make it easy to find, organize, and categorize your work in a mural.
Innovate and collaborate effectively together without booking time on calendars.
Avoid groupthink and get authentic feedback by allowing collaborators to add content privately.
Export as a download or embed the mural as an iframe into documentation and more.
Ready-to-use strategic planning templates to share with your teams
Ready-to-use templates to share with your teams.
Project north star
Roadmap: one quarter
How to get started with strategic planning.
Mural makes it easy to organize, collect feedback, refine your approach, and build a strategic plan through real-time and asynchronous collaboration in a shared visual space.
- Start from a blank canvas or with one of Mural's strategy, planning, or alignment templates.
- Each template includes facilitation features and tips to guide your team through each activity — learn more about Mural's Facilitation Superpowers™ features.
- Run an engaging real-time session or invite your team to share feedback asynchronously.
- Embed or export a visual representation of your strategic plan to share with anyone, inside or outside MURAL.
Mural works with your team
Explore free template recommendations and popular use cases.
Frequently asked questions about Strategic planning
What is meant by strategic planning, what activities are involved in strategic planning, what are strategic planning tools, smarter, better, faster creative | github and mural.
August 19, 2022, the 5 steps of the strategic planning process.
December 22, 2022, how to hold effective strategic planning meetings.
February 28, 2023
The complete pi planning guide for remote teams.
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Ten Apps and Tools to Make Your Strategic Planning More Productive
By Robert Morris November 12, 2014
By Robert Morris
Sometimes in business, the urgent can quickly overtake the important.
Business owners are so distracted by immediate issues that the company’s ultimate objectives are often placed in the background.
But a business without proper strategic planning is one set up to fail.
Your business strategy will provide a framework that will focus daily decisions towards your ultimate goal .
Here are 10 effective tools and apps that will boost your business strategy.
Meeting Mapper by PointNTime
This intuitive app for iPad will enable you to measure the efficiency of your meetings.
With the help of Meeting Mapper, you can turn every customer meeting into revenue by having immediate access to all information you need.
The app will track the opinions and roles of all participants in the meeting.
Access to that data will make your strategic plans more effective.
EchoSign enables you to manage, sign, and send documents without having to carry large contracts around the office.
Once you’ve uploaded your documents, an email will be sent to the signers to let them know that the document is waiting for them.
Smart strategizing involves time-saving solutions, and Adobe EchoSign is definitely one of them.
If you need help constructing your strategic plans, the business writers at Ninja Essays are a great resource.
When you have to work on documents and present them in front of important business partners, everything has to be flawless.
Collaborating with a professional writer or editor can help you to achieve such perfection.
Tappestry for Organizations by Float MobileLearning
Thanks to this app, you can measure and track informal learning events that are part of your company’s growth.
Business owners can use the app to aggregate and socialize individual learning, which enables them to preserve intellectual property of great value.
The individual knowledge of your employees is a critical aspect of your strategic planning.
This word processor is mostly used by academics and technical writers, simply because it provides a structured approach towards document creation.
The app enables you to focus on writing your content first, and then get to the formatting part without being distracted. Creating business reports has never been easier.
This app will create a collaborative environment where your team can brainstorm for new ideas and then develop and launch projects in accordance with your strategy.
There is no better way to accomplish your ultimate business goals than by working with your team in an effective environment. Evernote provides such solution.
Install this app on your tablet or smartphone, and you will have a personal assistant that will notify you about all important events, perform certain tasks for you, and answer questions.
Speaktoit will make your daily chores not only more effective, but more fun.
RabbleBrowser by Float MobileLearning
With the help of this app for iPad, you can share files, URLs, and any other material you store on Dropbox in the most convenient manner.
This collaborative environment is perfect for the boardroom because it enables one person to lead the session with multiple participants who can share files and URLs.
StratPad enables its users to collaborate on strategic planning activities in real time and contribute towards a more successful business.
This cloud-based planning software asks important questions about your business and provide you with financial statements that are simplistic, but incredibly effective.
So, you’ve been at the office for the entire day and decided to continue working at home, but forgot the USB stick.
It happens to everyone.
Workshare is a nice solution to the problem—it enables you to sync files between the platform and different mobile devices.
In addition, Workshare also lets you share high-value documents and securely collaborate on them through Workshare Connect.
Support Your Strategic Planning With the Right Tools
Many business owners think that the strategic planning work is done when they complete the business plan .
However, strategic planning is another important aspect of your business that forms the framework for all decisions you make.
When you prepare a realistic and attainable strategic plan, you will need the right tools to help you implement it into practice.
The 10 apps and tools listed above will give you a nice place to start!
Robert Morris is a professional content strategist from New York. Passionate about marketing, Robert helps businesses create content that helps them grow.
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10 Best Strategic Planning Software for Planning Ahead in 2023
This review covers 10 software systems and includes details like standout features, software integrations, pros & cons, screenshots, prices, and free trials + demos to help you choose the best software for your needs. I’ve also included a comparison chart below so you can evaluate this info side-by-side.
Our reviewers evaluate software independently. Clicks may earn a commission, which supports testing. Learn how we stay transparent & our review methodology.
Best Strategic Planning Software Shortlist
Here’s my shortlist of the best strategic planning software that I’ll cover in this article, with detailed tool summaries below :
Best strategic planning software for charting tasks, projects, and milestones
Best strategic planning software for data visualization
Best strategic planning software for sales planning
Best strategic planning software for retailers
Best strategic planning software for workforce planning
Best strategic planning software for enterprises
Best strategic planning software for startups
Best strategic planning software for KPI tracking
Best strategic planning software for dynamic planning
Best strategic planning software for capacity planning
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Strategic planning software helps businesses define, track, and manage their short and long-term goals. It enables managers to select different ways to reach their objectives and measure their progress, while keeping detailed records of the company’s efforts.
Read my review to discover the best strategic planning software you can use today. My review includes short descriptions and screenshots of each solution, along with a comparison chart so you can identify the right tool for your organization.
Wondering how I selected the best strategic planning software for this list? Here’s a summary of my selection criteria:
- User Interface (UI): Strategic planning software is complex, but that doesn’t mean it has to be complicated. The tools I selected offer clean interfaces, so you and your team can manage your resources without difficulty.
- Usability: Project planning and strategic management solutions enable you to complete multiple tasks. As a result, they tend to be somewhat difficult to understand and use. I chose tools that offer comprehensive onboarding or training materials so you and your team members can learn how to use them.
- Integrations: Your strategic planning software should be part of your day-to-day app ecosystem. That’s why I picked solutions that offer native or third-party integrations to other business apps.
- Value for $: Planning tools help you achieve various goals. I selected platforms that can help you organize all your strategic initiatives so you can get a nice return on your investment.
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Overviews of the 10 Best Strategic Planning Software
Here’s a brief description of each strategic planning software system that showcases each tool’s best use case, some noteworthy features, and pros & cons. I’ve also included screenshots to give you a snapshot of their user interface too.
Wrike is a versatile strategic planning software that is used by more than 20,000 companies around the world. Some of its strategic planning features include resource management, portfolio management, customized performance reports, as well as workload overview and management. The software also offers several visualization options like Kanban boards and Gantt charts. Moreover, it has automation capabilities with over 400 integrations.
As a cloud-based project management and collaboration platform, Wrike helps professional services firms and teams manage simple to complex projects from beginning to end, offering complete control and visibility over their workloads and tasks. It is a scalable, end-to-end software solution that helps users tackle projects from the initial request phase to keeping track of work in progress, generating reports, and delivery.
Why I Picked Wrike : One of Wrike’s most relevant features as a strategic planning solution is the total control it provides users when it comes to task management. Users are given the ability to fully control tasks, ensuring that everyone is aware and has a handle of their task status upon logging into the platform. Project leads can easily change the task owner as soon as task dependency changes. This will let that individual know that action on their part is needed to move a task forward, thus eliminating potential bottlenecks that could cause unnecessary delays.
Another notable feature of Wrike is the customizable user interface (UI). Whether the project team likes to use Gantt charts, lists, or Kanban boards, the Wrike project management and strategic planning solution has it all covered. Its user interface can be easily customized to suit the requirements of any project role and requirement.
Features include project management, task scheduling/tracking, resource management, expense tracking, API, budgeting, Gantt charts, marketing automations, collaboration support, and reporting.
Integrations include 400+ pre-built native integrations, including integrations with the most popular file management software from Microsoft, Google, and Dropbox, along with sales and marketing software from Salesforce and Marketo.
Wrike Pricing & Plans
Wrike costs from $9.80/user/month and offers a 14-day free trial.
14-day free trial
- Built-in help centers and documentation
- User-friendly and intuitive for all skill levels
- Variety of fully customizable dashboards
- No alerts to warn against unassigned/untagged tasks
- Time tracking is included in Business/Enterprise plans only
AchieveIt is a strategy software that helps teams identify pressing issues by visualizing their data in different ways.
Why I picked AchieveIt: AchieveIt offers a clean interface and is not difficult to use. The software creates useful dashboards you can use to steer meetings and conversations, and its reports help you identify gaps in your strategic plans.
AchieveIt enables you to visualize your data as you like. You can organize your goals and ideas in trees, lists, Gantt charts, or Kanban boards. You can create multi-plan views to understand what’s happening across multiple departments, and use filters to get a granular view of different business metrics. AchieveIt is a great tool for data-driven organizations.
AchieveIt Standout Features and Integrations
Features include goal planning, dashboard creation, task management, performance assessment, and automation.
Integrations are available natively through the software’s open API. Their implementation team will work with you directly to connect to other tools.
Free demo available
- Templates help you organize your business strategy
- Real-time updates for increased visibility
- Automation features
- Setting up goal and milestone dates could be easier
- No portfolio management features
Anaplan is a web-based strategic planning software that enables large organizations to increase their revenue with agile sales strategies.
Why I picked Anaplan: Anaplan helps you design and optimize your targets, quotes, and segmentation strategies. The software allows you to transform your initiatives into actionable plans and use forecasts to increase the effectiveness of your sales pipelines.
Anaplan’s machine-learning algorithm analyzes your internal and external performance data to deliver insights. These insights enable you to create multiple scenarios, so you can anticipate and prepare for market disruptions, seasonal sales, or singular sales opportunities.
The software’s ability to plan sales strategies makes it ideal for large organizations that have vast sales departments.
Anaplan Standout Features and Integrations
Features include interactive dashboards, custom planning models, KPI tracking, analytics, and predictive insights.
Integrations are available natively with several tools, including DocuSign, Microsoft Dynamics 365, Microsoft Power BI, Tableau, and Workiva.
Price upon request
- Flexible solution that can help with multiple business aspects
- Can create complex models that help with decision-making
- Great for sales and financial planning
- Limited notification options
- Software tends to slow down when analyzing large sets of data
Jedox is a strategic planning and business performance software that helps mid-sized and large retailers plan their sales strategies.
Why I picked Jedox: Jedox helps retailers that have multiple point-of-sale systems plan for the future. The solution connects your sales, HR, and business performance data to create scenario models that take into account your workforce, wages, locations, competitors, return rates, and SKUs. The models help you budget your initiatives and react to market disruptors.
Jedox enables you to create detailed purchasing plans and workflows so you can reduce overstock and sales losses. The scenario models help you plan for seasonal selling cycles, so you can increase your profits.
Jedox Standout Features and Integrations
Features include demand planning, revenue forecasting, churn predictions, smart insights, and analytics.
Integrations are available natively with several apps, including Microsoft Excel, Microsoft Power BI, Oracle, SAP, Salesforce, and Tableau.
14-day free trial + free demo
Pricing upon request
- Can analyze huge sets of data to create scenario models
- Dynamic reports
- Flexible dashboards that are easy to follow
- UI could be improved
- Report builder can be buggy at times
Workday Adaptive Planning
Workday Adaptive Planning is a strategic planning tool that enables medium and large businesses to manage their workforce.
Why I picked Workday Adaptive Planning: Workday Adaptive Planning helps you bring together your HR, finance, and operations data so you can gain a thorough understanding of your workforce dynamics. The software’s reporting features make it easy to spot how your existing hiring models and retention plans affect your costs, so you can develop long-term strategies to optimize your workforce.
Workday Adaptive Planning enables you to link your workforce data to financial models so you can deliver your hiring plans on time and within budget. Their built-in reports help you model your team’s skill capacity based on location or cost, allowing you to plan ahead for different scenarios. Thanks to its ability to plan for large workforces, this tool is a great option for mid-sized or large organizations.
Workday Adaptive Planning Standout Features and Integrations
Features include forecasting, strategy planning, milestones tracking, resource management, and performance management.
Integrations are available natively with several tools, including Microsoft Dynamics, Oracle PeopleSoft, Sage Intacct, Salesforce, and SAP.
Free trial + free demo available
- Accounts for seasonality, multiple locations, and different geographies
- Forecasting helps you prepare for different scenarios
- Role-based reporting enables managers to track their team’s performance
- User interface could be improved
- Has a learning curve
Adobe Workfront is a strategic planning and project management solution that enables enterprises to organize their day-to-day activities so they can achieve their long-term goals.
Why I picked Adobe Workfront: Adobe Workfront is an end-to-end planning and management solution. The software has a clean interface, allowing people to start using it without too much training. As a planning tool, Adobe Workfront is great because it enables you to create connections between tasks and your high-level goals.
Adobe Workfront makes it easy to transform a plan into an actionable project that’s neatly separated into multiple tasks. You can assign tasks to different departments and individuals, and you can track their progress in responsive dashboards. Managers can send updates and status reports to keep everyone on the same page and working toward the end goal.
Adobe Workfront Standout Features and Integrations
Features include demand management, work management, portfolio planning, worker experience tools, and reporting.
Integrations are available natively with dozens of solutions, including Adobe Creative Cloud, Box, Google Workspace, Jira, Microsoft Outlook, Salesforce, and Slack.
- Easy to create and manage cross-department tasks
- Encourages user participation
- Superb project management features
- Some screens can become busy at times, making the tool difficult to navigate
- Advanced features have a learning curve
Cascade Strategy is a strategic planning solution that helps startups plan, manage, and track their goals.
Why I picked Cascade Strategy: Cascade Strategy is a lightweight tool that integrates with popular business apps, so you can include it in your work environment. The software enables C-level executives to plan large goals, but it also offers a granular view that allows team leaders to track specific tasks.
Cascade Strategy helps you organize your teams with actionable insights. Its dashboards make it easy to see how your efforts align with your overarching goals, so you can identify which tasks bring you closer to your objectives and which waste your resources. Thanks to its generous freemium plan, the solution is ideal for bootstrapped startups who are just starting their strategic planning process.
Cascade Strategy Standout Features and Integrations
Features include goal creation, in-app communication, cross-functional alignment, key performance indicators (KPI) and objectives and key results (OKR) tracking, and analytics & reporting.
Integrations are available natively with multiple apps, including Google Analytics, Jira, Microsoft Teams, Salesforce, and Trello.
14-day free trial + freemium plan available
- Helpful reports that enable you to demonstrate your progress to stakeholders
- Good variety of project templates
- Flexible solution you can tailor to your organization’s needs
- Reports that process large amounts of data can be slow to update
- Some reporting features cannot be customized
Spider Strategies is a strategic planning solution that helps mid-sized and large organizations improve their KPIs with custom alerts.
Why I picked Spider Strategies: Spider Strategies enables you to keep your initiatives on track. The software’s algorithm detects when your efforts do not meet the KPIs you seek, and it alerts you so you can take action and improve your performance.
Spider Strategies analyzes your initiatives and compares them to identify which projects bring you closer to your high-end goals and which are underperforming and wasting your resources. The software also recommends quick fixes so you can improve your business performance with your available resources.
Thanks to its complex algorithm, Spider Strategies is a good solution for organizations that want to improve their KPIs.
Spider Strategies Standout Features and Integrations
Features include KPI tracking, balanced scorecards, collaboration tools, presentation tools, and business intelligence (BI) analytics.
Integrations are available through Zapier, so you can connect to 5000+ business applications.
30-day free trial + free demo
- Helps you identify underperforming projects
- Highlights issues so you can fix them
- Custom recommendations
- Interface takes some getting used to
Elate is a strategic planning software that enables businesses of all sizes to create actionable plans they can review and adapt as needed.
Why I picked Elate: Elate makes it easy to oversee your roadmaps and identify potential roadblocks before they become problematic. The software monitors all your initiatives and sends you regular progress updates so you can spot weak spots or barriers in good time.
Elate enables you to create transparent plans and strategies that include all your team members. Every department can see how their work affects your performance and future direction, and how their objectives align with your organization’s goals.
The software allows you to review and update your roadmaps at all times, so it’s ideal for businesses that use dynamic goals.
Elate Standout Features and Integrations
Features include plan creation, OKR tracking, collaboration, automation, and real-time analytics.
Integrations are available natively with multiple apps, including Domo, Google Analytics, HubSpot, Jira, Monday, and QuickBooks.
- Good data visualization options
- Straightforward user interface
- Encourages transparency and breaks down silos between departments
- Some reports can become busy and difficult to understand
- Reports could offer more customization
Planview Portfolios (formerly Planview Enterprise One) is a strategic planning and project management software that enables businesses to balance capacity against demand and assign the right resources to every initiative.
Why I picked Planview Portfolios: Planview Portfolios enables you to understand your capacity so you can adapt your resource allocation as needed. The software helps you prioritize the right projects and focus resources where they can make an impact, so you can accelerate your delivery.
Planview Portfolios enables you to plan out your strategic outcomes and translate your high-level goals into milestones and tasks you can assign to your teams or departments. The software allows you to set financial goals for your projects, so you can keep your spending on track with your budget forecasting.
The software’s ability to manage portfolios makes it a good choice for businesses with multiple departments across different locations.
Planview Portfolios Standout Features and Integrations
Features include roadmapping, financial planning, investment prioritization, OKR tracking, and analytics & reporting.
Integrations are available natively with dozens of solutions, including Apptio, Kronos, Oracle Peoplesoft, SAP, Salesforce, and Workday.
- Good financial planning features
- Customizable lifecycle workflows
- Portfolio management
- Schedule management can be a little difficult
- UI can be improved
10 Best Strategic Planning Software Comparison Chart
This comparison chart summarizes basic details about each of my top strategic planning software selections. You can view pricing details and the availability of free trials & demos side-by-side to help you find the best software that works for your budget.
Here are a few more options that didn’t make the best strategic planning software list:
Best strategic planning software for cross-departmental planning
Best strategic planning software for SaaS and tech businesses
Best strategic planning software for simple strategy management
Best strategic planning software for fast-growing companies
Best strategic planning software for holistic goal creation
Best strategic planning software for financial planning
Best strategic planning software for data-driven insights
Best strategic planning software for flexible roadmap creation
Best strategic planning software for product development
Best strategic planning software for ad hoc reporting
Strategic Planning: Frequently Asked Questions
What is a strategic plan.
A strategic plan is an actionable roadmap where you define your company’s goals and objectives. The strategic plan generally spans long periods of time, so it should include your mid- and long-term goals.
What are the 5 stages of strategic planning?
Strategic planning typically involves five steps:
- Defining your strategic position
- Prioritizing goals and objectives
- Developing an actionable plan
- Executing, managing, and tracking your progress
- Reviewing and revising the plan
For more information on this, take a look at our article on What is Strategic Planning and How to Do it Right in 5 Key Steps .
What are the main features to look for when evaluating strategic planning software?
The main features you should look for in strategic planning software are:
- Goal and milestone creation: You should be able to create main and secondary goals, and break your goals down into milestones
- Task creation: Breaking down your goals into tasks allows you to distribute the workload among your team so all of you can work toward the same objective.
- Progress tracking: Tracking your team’s progress helps you identify potential bottlenecks and top-performing departments or individuals.
- Analytics and reporting: You should be able to visualize your data at all times so you can decide whether your initiatives should continue or not.
- Automation: Automated features, such as progress updates or notifications, enable you to oversee your progress without wasting time.
Strategic planning is crucial to growing businesses because it helps your team understand what you do and why you do it. When you outline clear goals and roadmaps, you’re helping your team members see how their work and efforts help the company as a whole. This, in turn, helps them feel valued and engaged , which can boost their motivation and productivity.
Read our articles on How To Develop an HR Strategy and What Is Succession Planning if you want to find out how to motivate your team and propel your organization to new heights.
Listen to our podcast episode, How To Grow Fast In A Sustainable Way with Manuj Aggarwal , if you want to discover the most important steps you should follow when scaling.
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Why I picked Cascade Strategy: Cascade Strategy is a lightweight tool that integrates with popular business apps, so you can include it in your