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With so many different strategic planning software available, figuring out which is right for you is tough. You know you want to streamline the strategic planning process and ensure your business objectives are aligned with actionable strategies but need to figure out which tool is best. I've got you! In this post I'll help make your choice easy, sharing my personal experiences using dozens of different strategic planning tools with various teams and projects, with my picks of the best strategic planning software.

What Is Strategic Planning Software?

Strategic planning software is a digital tool that helps organizations in developing, implementing, and monitoring their strategic plans. It provides functionalities for setting goals, creating strategies, tracking progress, and analyzing business scenarios. This software integrates various aspects of strategic planning into a unified platform, facilitating organized and coherent planning processes.

The benefits of strategic planning software include enhanced alignment of organizational goals with actionable strategies, leading to improved business efficiency. It aids in data-driven decision-making, allowing businesses to adapt their strategies based on real-time insights and changing market conditions. The software also promotes collaboration among team members and stakeholders, ensuring cohesive and well-informed planning. Additionally, it provides effective tracking and monitoring of strategic objectives, helping organizations to stay on course and achieve their long-term goals.

Overviews Of The 10 Best Strategic Planning Software

Here you’ll find an in-depth review of each strategic planning software that highlights what it does best. Plus, you’ll find product screenshots, notable features, software integrations, pricing information, and the pros and cons of the software.

1

monday sales CRM

Best for customizable automations for your sales pipeline

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.7
10470 reviews

14-day free trial

From $18/user/month (annually, 3 user min.)

monday sales CRM is a customizable platform designed to centralize client interactions, automate sales workflows, and offer a comprehensive view of sales deals. It stands out for its extensive automation capabilities, robust data visualization, and user-friendly low-code/no-code environment, positioning it as a top choice for businesses seeking customizable automation solutions in their customer relationship management.

Why I Picked monday sales CRM: monday sales CRM offers extensive customization options that allow for tailoring the CRM to fit specific sales cycles and strategic planning needs. Its standout feature is the ability to centralize client communication and automate sales processes, which is critical for managing complex strategic plans. I believe Monday sales CRM is best for customizable automations due to its comprehensive data visualization and low-code/no-code platform, which enables teams to save time and focus on strategic decision-making.

Monday Sales CRM offers unique 'automation recipes'– customizable, pre-set automation rules that users can apply to streamline their sales processes. These recipes automate routine tasks like lead follow-ups, status updates, and notifications, significantly reducing manual effort.

monday sales CRM Standout Features & Integrations

Features include AI-assisted email composition, which aids in crafting relevant emails quickly, and email sync and tracking, which integrates email accounts with the CRM for direct management of communications and tracking of interactions. Additionally, the CRM provides mass email capabilities, activity management to log and track sales-related activities, performance tracking tools, customizable dashboards for visual sales insights, and sales forecasting.

Integrations include Slack, Google Drive, Gmail, Google Calendar, Jira, GitHub, Trello, Dropbox, Typeform and many more, accessible through a paid plan with Zapier.

Price: From $18/user/month (annually, 3 user min.)

Free Trial: 14-day free trial

PROS

High customizability & automation-friendly

Robust integration capabilities

Advanced reporting and analytics

CONS

Limited native email marketing features

Slight learning curve

2

Hirebook

Best strategic planning software for employee engagement

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.9
309 reviews

Free trial available

From $10/user/month

Rhythm is an enterprise software that helps organizations with strategic planning, goal setting, and execution management. It helps businesses align their objectives, track progress, and drive performance.

Why I picked Rhythm: Rhythm has a great onboarding and implementation process that ensures the successful adoption of the software. The process begins with a discovery phase where Rhythm's implementation team collaborates with the client to understand their unique needs, goals, and existing processes. They gather information and conduct workshops to prepare a tailored implementation plan.

Then, Rhythm's implementation team works closely with the client to configure the software according to their specific requirements. This involves setting up account structures, defining metrics and goals, and customizing the platform to align with the client's organizational structure and terminology.

They also encourage clients to provide feedback and suggestions for enhancements, which ensures that the software meets the evolving needs of the organization.

Rhythm Standout Features and Integrations

Features: Rhythm has a clean interface, and it is designed to be intuitive, user-friendly, and visually appealing. It provides a clean and organized layout that enables users to navigate the software and access key features and information efficiently.

Integrations include WordPress, Zoom, CloverConnect, QuickBooks Online, Canvas, CampaignMonitor, AWS EventBridge, Sitefinity, Clowder, and Elevate. You can also get additional integrations through Rhythm API and Zapier.

Pricing One-Liner: Custom pricing upon request

Free Trial One-Liner: Free demo available

PROS

Intuitive interface

Facilitates team collaboration and communication

Provides valuable insights

CONS

Limited customization options

Learning curve for new users

3

Profit.co

Best strategic planning software for goal setting

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.8
200 reviews

30-day free trial + free plan available

From $7/user/month

Profit.co is planning software with features such as progress tracking, collaboration tools, and analytics. It enables teams to drive performance, foster transparency, and make data-driven decisions.

Why I picked Profit.co: It's great for goal setting because it provides a structured framework based on the widely adopted OKR methodology. It guides organizations through the process of defining clear objectives and measurable key results, ensuring that goals are specific, aligned, and actionable.

Profit.co Standout Features and Integrations

Standout features include the task management feature, which provides organizations with a robust system for organizing, assigning, and tracking tasks related to their goals and objectives. Profit.co allows users to prioritize tasks based on their importance and urgency. Deadlines can be set for tasks, ensuring that team members know the expected completion dates and can manage their workload effectively.

Integrations include Jira, Slack, Microsoft Teams, Gmail, Zapier, Outlook, Power BI, Google Calendar, Google Sheets, Microsoft Excel, and monday.com. You can also connect it to Zapier to get additional integrations.

Pricing One-Liner: From $9/user/month

Free Trial One-Liner: 30-day free trial + free plan available

PROS

Good interface

Easy-to-use features

Good reporting feature

CONS

Limited customizations

Limited documentation

4

Perdoo

Best strategic planning software for performance management

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.6
117 reviews

Free plan available

From $6.50/user/month (billed annually)

Perdoo is performance management software that helps organizations align their goals, track progress, and drive employee engagement. It enables companies to create a culture of transparency, alignment, and accountability by ensuring everyone in the organization is working towards the same objectives.

Why I picked Perdoo: The feature I liked the most is the KPI board, which are visual dashboards that allow organizations to track and monitor their Key Performance Indicators (KPIs) in real-time. KPI Boards present KPIs in a visual and intuitive format, making it easier for individuals and teams to understand their performance at a glance. Visual representations such as charts, graphs, and progress bars enhance quick assessments.

Another great feature is strategic pillars, which represent an organization's core areas or focus areas. They are the fundamental building blocks that support the achievement of organizational objectives. By breaking down the strategy into specific pillars, teams and individuals can set goals that directly contribute to these strategic areas.

Perdoo Standout Features and Integrations

Standout features include peer recognition that enables managers and colleagues to recognize and praise employees for their achievements, fostering a positive work environment and boosting employee morale.

Integrations include Microsoft Teams, Slack, Asana, Jira, Google Sheets, and Zapier. You can also avail additional integrations through Zapier and the Perdoo API.

Pricing One-Liner: From $6.50/user/month (billed annually)

Free Trial One-Liner: Free plan available

PROS

User-friendly interface

Promotes collaboration and transparency

Easy to navigate

CONS

Setup takes time

Limited mobile app features

5

MPOWR Envision

Best strategic planning software for identifying problem areas

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.7
63 reviews

Free demo available

From $500/month

MPOWR Envision is a strategic planning platform designed to assist organizations in effectively developing, executing, and monitoring their strategic plans. It is designed to help both large and small and non-profit and for-profit organizations.

Why I picked MPOWR Envision: I picked MPOWR Envision for its Strategy Health Map feature. It is a unique feature that utilizes health algorithms to help users identify areas of improvement. It provides an overview of which projects are critical, at risk, or healthy.

The strategy health map offers a clear and concise visual representation of the organization's strategic initiatives and their progress. This allows executives to quickly grasp the current state of strategic initiatives.

MPOWR Envision Standout Features and Integrations

Standout features include a digest summary report, which provides key highlights and insights from the performance data and metrics tracked within the software. This allows stakeholders to grasp the overall performance and progress of the organization quickly.

Integrations include Google Docs, Microsoft Excel, Slack, Gmail, Trello, Dropbox Business, Google Sheets, Asana, Jira, and Microsoft Teams. You can also get additional integrations through Zapier.

Pricing One-Liner: From $500/month

Free Trial One-Liner: Free demo available

PROS

Facilitates collaboration and engagement

Easy to navigate

Helpful training videos

CONS

No mobile app

Outdated interface

6

Sciforma

Best strategic planning software for resource allocation

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.2
56 reviews

Free trial available

From $60/user/month

Sciforma is a project and portfolio management (PPM) software solution designed to help organizations effectively plan, execute, and manage their projects and portfolios. It provides a range of features and tools to support project managers, team members, and stakeholders throughout the project lifecycle.

Why I picked Sciforma: Sciforma is the best platform for resource optimization because it provides a centralized platform for managing and allocating resources across projects and portfolios. It offers a holistic view of resource availability, skills, and workload, allowing project managers to make informed decisions when assigning resources to projects.

The software enables organizations to plan and optimize resource capacity effectively. It helps in identifying resource constraints and determining if resources are underutilized or overbooked. This allows project managers to balance workloads, avoid resource bottlenecks, and ensure that resources are allocated efficiently.

Sciforma Standout Features and Integrations

Standout features include a time management feature that allows team members to track their time on project tasks. It provides time tracking functionality where users can enter their worked hours, providing accurate data on actual time spent. This helps monitor project progress, track task completion, and compare it against planned timelines.

Integrations include Salesforce Sales Cloud, Jira, Google Calendar, Quickbooks Online, SharePoint, QuickBooks Payroll, Salesforce Service Cloud, Yammer, and VersionOne.

Pricing One-Liner: From $20/month

Free Trial One-Liner: Free demo available

PROS

Good for enterprises

Includes accountability feature

Accurate progress tracking

CONS

Pricing details are not transparent

Steep learning curve

7

ClearPoint Strategy

Best strategic planning software for strategy reporting

Free demo available

Pricing upon request

ClearPoint Strategy is a strategy reporting tool that helps businesses automate their strategy reporting process. It automatically collects data from various sources and provides powerful reporting capabilities so that users can focus on the activities and metrics that drive overall organizational goals.

Why I picked ClearPoint Strategy: ClearPoint integrates with various data sources, such as spreadsheets, databases, and external systems, to automatically collect relevant data. This eliminates manual data entry and ensures real-time and accurate reporting.

ClearPoint allows users to create strategy maps and scorecards to visually represent their strategic objectives, initiatives, and performance measures. These tools provide a structured framework for reporting the alignment between actions and strategic goals.

ClearPoint Strategy Standout Features and Integrations

Standout features include alerts and notifications that inform users about critical updates and changes in the strategy reporting process. This ensures that relevant stakeholders are promptly notified about deviations or significant milestones.

Integrations include Excel, Power BI, Tableau, Oracle, PowerPoint, Google Sheets, MySQL, Asana, WordPress, and QuickBooks. You can also get additional integrations through ClearPoint Strategy API and Zapier.

Pricing One-Liner: Custom pricing upon request

Free Trial One-Liner: Free demo available

PROS

Enables data visualization

Automates data population

Great monitoring features

CONS

Steep learning curve

Pricing details are not transparent

8

Workboard

Best strategic planning software for achieving OKRs

14 days free trial

From $20/user/month

Workboard is a cloud-based strategy planning software. It provides features and tools for strategic planning, goal management, and performance tracking. It is used by a wide range of organizations across industries, including enterprises, businesses, non-profit organizations, and government agencies.

Why I picked Workboard: OKRs, or Objectives and Key Results, are a goal-setting framework that helps organizations define and track their objectives and measure their progress toward achieving them. Workboard is a software platform that specializes in implementing and managing OKRs.

Workboard provides a centralized platform where teams and individuals can align their objectives with the organization's overall goals. It enables cascading of objectives from the top level to individual contributors, ensuring everyone is working towards the same strategic priorities.

Workboard allows teams to track and monitor their real-time progress toward key results. It provides visual dashboards and progress indicators that help teams stay on track and make data-driven decisions. This visibility enables timely course corrections and helps identify areas where additional support may be needed.

Workboard Standout Features and Integrations

Standout features include collaboration and communication features such as goal commenting, status updates, and task assignments. These tools help teams discuss progress, share insights, and provide feedback, fostering a culture of collaboration and continuous improvement.

Integrations include Slack, Asana, GitHub, Jira, Google Calendar, HubSpot CRM, Zapier, Pipedrive, Zendesk Suite, and Microsoft Azure. You can also connect it to Zapier to get additional integrations.

Pricing One-Liner: From $7.91/user/month (billed annually)

Free Trial One-Liner: Free demo available

PROS

Mobile app is available

Great automation features

Easy to use

CONS

No free trial is available

Pricing details are not transparent

9

Clear Impact Scorecard

Best strategic planning software for performance reporting

Free plan available

From $375/month

The Clear Impact Scorecard is a performance measurement and management system developed by Clear Impact. The Clear Impact Scorecard is designed to help organizations track, measure, and manage their performance and impact.

Why I picked Clear Impact Scorecard: Interactive scorecards are a key feature of the Clear Impact Scorecard that allows users to view and engage with performance data in a dynamic and user-friendly manner. These scorecards typically present key performance indicators (KPIs) in a visual format, such as graphs, charts, or dashboards. Users can interact with the scorecards to drill down into specific metrics, filter data, and explore trends over time. The interactive nature of the scorecards enhances data visualization and understanding, enabling users to gain insights, identify patterns, and make data-driven decisions more effectively.

Clear Impact Scorecard Standout Features and Integrations

Standout features include an accountability scoring feature that allows organizations to assign and track scores or performance ratings to individuals or teams based on their progress and outcomes towards achieving project goals and objectives.

Integration information is unavailable at this time.

Pricing One-Liner: From $375/month

Free Trial One-Liner: Free plan available

PROS

Provides data visualizations

Free plan available

Promotes collaboration

CONS

No integration with Zapier

Limited work management features

10

Cascade

Best strategic planning software for strategy execution

Offers a 2-week trial of any premium plan. Cascade also offers a freemium version of their product with 2 dashboards and up to 4 users.

Besides the free plan, Cascade offers a premium plan that starts at $29/user/month with a minimum of 5 users. For a 5-person team, this would be $145 per month.

Cascade is a performance management software designed to help organizations manage their strategic goals effectively. More than 45,000+ global teams, such as KFC, Toshiba, Honeywell, American Express, and UNICEF, use Cascade for strategic planning.

Why I picked Cascade: I found Cascade to be the best solution for strategy execution. It achieves this by eliminating silos and promoting collaboration, transparency, and alignment across teams and departments. Cascade provides a centralized platform for managing and communicating strategic goals and initiatives. This ensures that all teams and individuals can see the overall strategy and align their efforts accordingly.

It facilitates the cascading of goals from the organizational level to individual contributors. This process breaks down silos by connecting the objectives of different teams and aligning them with the overarching strategy. It also encourages cross-functional team collaboration through collaboration tools, such as commenting, document sharing, and real-time updates.

Cascade Standout Features and Integrations

Standout features include customizable and interactive dashboards that visualize performance metrics and allow users to monitor progress in real-time. Also, it automates report generation, saving time and effort in gathering and analyzing data. Additionally, it offers various templates for goal-setting, such as the SMART goal-setting template.

Integrations include Salesforce, Google Calendar, Google Analytics, Microsoft Excel, Jira, Agile CRM, Airtable, Bitrix CRM, Gmail, and HubSpot. You can also get additional integrations through Zapier. The Cascade API is only available to Enterprise subscription users.

Pricing One-Liner: From $24/user/month (billed annually)

Free Trial One-Liner: Free plan available

PROS

Easy to use

Interactive dashboard

Good for strategy execution

CONS

No free trial is available

Limited customizations

Preview Image - <h2 class="c-block__title b-summary-table__title c-listicle__title h3" > Compare Software Specs Side by Side</h2>

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Other Options

Here are a few more software that didn’t make the list:

  1. AchieveIt

    Best strategic planning software for the entire organization

  2. Quantive Results

    Best for data-driven decision-making and performance analysis

  3. Jedox

    Best for integrated business planning and budgeting

  4. Smartsheet

    Best for creating and managing dynamic project plans

  5. Cube

    Best strategic planning software for visualizing and analyzing data

  6. i-nexus strategy software

    Best for aligning goals across the organization

  7. COMPASS Quality Management System

    Best for project portfolio management

  8. Allstacks

    Best for managing software development projects and tracking progress

  9. Hansoft

    Best strategic planning software for collaborative planning.

Selection Criteria For Strategic Planning Software 

Here’s a short summary of the main selection and evaluation criteria I used to develop my list of the best strategic planning software for this article:

Core Functionality

Strategic planning software should help the user:

  • Develop clear and well-defined goals for their organization
  • Help them formulate strategies to achieve those goals
  • Foster accountability towards the goals through performance tracking

Key Features

While looking for the best strategic planning software, I looked for the following features:

  • Project management: Enables organizations to plan, execute, and manage projects effectively
  • Resource management: Helps businesses allocate resources, such as budget and  equipment, to achieve strategic goals
  • Performance management: Involves monitoring, tracking, and evaluation of performance related to strategic initiatives

Usability

Since you'll regularly log into a strategic planning software to track progress and follow up with team members, the software should have a good user interface. The layout should be clean, and the features should be easy to navigate for better user adoption. 

Another important factor I assessed was the level of support provided. The customer support team should provide quick and timely solutions to problems. It should also have a short onboarding period and simple navigation so that teams can get up to speed quickly.

Software Integrations

Software integrations allow data synchronization between different software. Hence, the planning software should provide integrations with various third-party tools to enhance its functionality. These include project management software, CRM, human resource systems, and communication tools.

Pricing

Before investing in any software, you need to be sure that you’ll get the most value out of it. Hence, you can get a freemium plan or use the free trial to give you a better understanding of the ROI. 

In terms of pricing, since the software listed in this article is cloud-based, you can expect to pay a per month fee. This fee can range between $20 to $50/user/month. 

People Also Ask

Here are the answers to some questions about strategic planning software that we are frequently asked:

What are the benefits of strategic planning software?

According to Bridges Business Consultancy’s research, only 52% of organizations met their strategic goals. One reason could be that there is often a gap between strategy creation and execution. Here’s when business planning software can help you convert a strategic plan into an action plan and ensure accountability. With business planning software, your team members will have clear direction regarding which goals they need to work on, and it also enables leaders to track progress.

Who uses strategic planning software?

It is utilized by various individuals within an organization. These typically include executives, senior managers, and team leaders who play a crucial role in setting the strategy and direction. Project managers may also use strategic planning software to align project objectives with the organization’s strategic goals. Cross-functional teams from various departments or business units can benefit from strategic planning software to collaborate, share information, and align their efforts towards common strategic goals.

How do I choose the right strategic planning software?

When choosing strategic planning software, it is crucial to consider several key factors. First, evaluate the software’s features to ensure they align with your specific requirements. Additionally, scalability is important to accommodate your organization’s current size and future growth. Look for user-friendly software that can be easily adopted and utilized by your team. Finally, factor in the software’s cost and value proposition. By carefully considering these aspects, you can make an informed decision and select the strategic planning software that best meets your organization’s needs.

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Conclusion

With a focus on features, scalability, integration, customization, and support, I have presented a detailed overview of the top 10 strategic planning tools in this article. Each software has unique strengths and advantages and caters to different organizational needs.

Whether you're a small startup or a large enterprise, these software options offer the tools and capabilities to improve your strategic planning processes, foster collaboration, and drive business success. By carefully evaluating your requirements and considering the features and benefits of each software, you can make an informed decision.

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By Phil Gray

Philip Gray is the COO of Black and White Zebra and Founding Editor of The RevOps Team. A business renaissance man with his hands in many departmental pies, he is an advocate of centralized data management, holistic planning, and process automation. It's this love for data and all things revenue operations landed him the role as resident big brain for The RevOps Team.

With 10+ years of experience in leadership and operations in industries that include biotechnology, healthcare, logistics, and SaaS, he applies a considerable broad scope of experience in business that lets him see the big picture. An unapologetic buzzword apologist, you can often find him double clicking, drilling down, and unpacking all the things.