Strategic Planning Software

Get the best strategic planning software for your business. Compare product reviews, pricing below. Read our buyer’s guide for more help.

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ClearPoint Screenshot
ClearPoint
★★★★★
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Don’t just build reports, dashboards, and scorecards; wow your executive team with your management insight. Use ClearPoint to quickly and easily combine text and graphical information to make dynamic and compelling management, strategy, or Balanced…
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Starting Price
$50/user (perpetual license)
Client OS
Web
Deployment
Cloud Hosted
OnStrategy Screenshot
OnStrategy
OnStrategy is a strategy development and execution software meant to help companies help and maintain their businesses. Create a better strategic plan for your business by working with a dedicated, expert strategist. One-Page Plan; Align Goals & OKRs…
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Starting Price
$650/month
Client OS
Web
Deployment
Cloud Hosted
Cascade Strategy Screenshot
Cascade Strategy is a planning and execution software. This system helps companies plan, manage, and track their strategy performance. Cascade Strategy software replaces the need for independent planning, management, and tracking tools. Learn & Build Hub…
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Starting Price
$9/month/user
Client OS
Web
Deployment
Cloud Hosted
Toggl Plan Screenshot
Toggl Plan is a project planning software for managing tasks, teams, and projects through a simple and effortless system. The visual overview gives your a glance at what your employees are up to and what they should expect next. Toggl Plan offers kanban…
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Starting Price
$8/month/user
Client OS
Web
Deployment
Cloud Hosted
WorkBoard Screenshot
WorkBoard
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WorkBoard is a premiere enterprise results platform offering OKRs and business resilience. This software provides transparency and efficiency when you need it most. Use this system to keep your business objectives, results, actions and decisions all in…
Client OS
Web, iOS, Android
Deployment
Cloud Hosted
MPOWR Envision Screenshot
MPOWR Envision is a strategy execution and planning software. This platform gives business leaders the visibility they need for more effective decision-making. With this software, align your teams in real-time with a forward-focused approach. And empower…
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Starting Price
$26/year/user
Client OS
Web
Deployment
Cloud Hosted
Monday.com Screenshot
Monday.com
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Monday.com lets you plan, organize, and track in one visual space. Monday.com lets you create a custom workflow so any team in your company can work on what they need the way that is easiest for them. With Monday.com, you can create dashboards to gain…
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Starting Price
$8/month/user
Client OS
Web
Deployment
Cloud Hosted
Prophix Screenshot
Prophix
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PROPHIX is a multi-user financial software application used by thousands of users worldwide for Budgeting, Planning, Financial Consolidation, Management Reporting and Analysis. PROPHIX offers the familiarity of a spreadsheet-style interface with added…
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Client OS
Mac, Web, Windows, iOS, Android
Deployment
Cloud or On-Premises
BIZVIEWS Screenshot
BIZVIEWS is designed for small to medium companies that want a software product with a wealth of features but do not want to spend an exorbitant price for software. BIZVIEWS is extremely flexible and can be used in most product oriented companies. The…
Client OS
Windows
Deployment
Cloud or On-Premises
Sciforma Screenshot
Sciforma
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Sciforma is a project portfolio management tool for portfolio managers, team members, project managers, and project management offices (PMOs), and enterprise-level decision makers. This PPM tool helps you make better business decisions, get products to…
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Starting Price
$17/month/user
Client OS
Web, Windows
Deployment
Cloud or On-Premises
Jirav Screenshot
Jirav
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Jirav is a forecasting and analytics solution for SMB finance. This Cloud-based software connects your financial and operational data to let you easily explore historical operations and accurately forecast your bookings, revenues, workforce, expenses and…
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Starting Price
$99/month
Client OS
Web
Deployment
Cloud Hosted
BSC Designer Screenshot
BSC Designer
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BSC Designer is an agile tool for strategy design and execution. It approaches strategy on different levels - interactive strategy maps, KPIs, initiatives, reporting. The user journey starts with a free plan and 30+ templates for strategy scorecards…
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Starting Price
$69.95/month/user
Client OS
Web, Windows
Deployment
Cloud Hosted
Shibumi Screenshot
Shibumi
Shibumi’s Strategic Portfolio Management product empowers C-Level, PMO and IT leaders with a dynamic decision support system that provides the real-time information needed to make effective decisions that drive continuous realization of business benefits…
Client OS
Web
Deployment
Cloud Hosted

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Strategic Planning Software Buyer’s Guide

The right strategy can make or break a business. Strategic planning is how businesses determine and achieve their mission statement in weeks, months, or years. Using a long-term planning process to influence decision-making, companies can meet their business goals, whether it’s to increase their revenue, promote better employee performance, or improve relationships with customers and vendors.

What is Strategic Planning Software?

Strategic planning software contains the tools necessary to create and execute large-scale business plans. These solutions are more large-scale than project management software, which is meant to control work on a daily basis. Instead, strategic planning systems are aimed at big picture tasks, everything necessary for your company to succeed in the long-term. Generally, these plans are aimed to go out at least 5 or more years into your business future.

Traditional planning practices usually meant tracking metrics with complicated Excel spreadsheets. This meant a lot of manpower had to be dedicated to manually measuring this data. With automated strategic planning processes, companies can create goals specifically designed to optimize workflow over the course of time. By building comprehensive roadmaps and analyzing historical data, companies can feel better about their way forward.

Toggl plan Software
Track milestones with Toggl Plan.
  • Scenario planning and goal setting: Anticipate different business scenarios which may influence your business by creating plans to handle them; set specific goals for your company to meet based on custom criteria
  • Predictive models and simulations: Build out custom models in order to simulate different business strategies; add multiple variables to predict different outcomes to all sorts of situations
  • Diagram, graph, and chart templates: Generate custom visualization templates to share your internal company data in easy-to-read charts, diagrams, and graphs
  • Company roadmapping: Set out the exact path your business plan will follow based on your end goals, scenario planning, and predictive models
  • Historical data aggregation: Collect key performance indicator (KPI) data from the past in order to predict future patterns and better accommodate upcoming events
  • Performance management: Measure the performance of employees, agents, and salespeople to better understand their effectiveness; use KPI performance data to assign upcoming tasks to the best possible person
  • Monitoring processes: Retain real-time overviews of your business processes to ensure projects are completed on schedule; observe opportunities to improve your current processes for better performance and results
  • Milestone tracking: Set and track specific milestones for each project to ensure you are on the right timeline for work
  • Budgeting and forecasting: Track and report on your company’s financial performance; predict financial demand
ClearPoint Strategy Software
Categorized scorecards make it easy to review data with ClearPoint Strategy.

Best Strategic Planning Software Benefits

A strategic planning software can provide many benefits to your business in the following ways:

More Effective Long-Term Planning

Strategic planning software helps businesses prepare for the future, whether it’s weeks, months, or years in advance. In fact, plans are often meant to cover a minimum of 5 years. In order to do this, strategic planning software includes applications for scenario planning, goal setting, and advanced simulations through predictive modeling. Custom templates let you easily design graphs, charts, and more to share this valuable information with your entire company and stakeholders.

Better planning doesn’t just increase your likelihood of meeting company goals, it can protect your business as well. Plan ahead for all sorts of scenarios, whether it’s natural disasters or industry growth. Similar to risk management, strategic planning software helps your company prepare for worst-case scenarios.

Build Better Business Strategies

With strategic planning tools, companies can begin to streamline their business processes in a variety of ways. Using all of these tools in conjunction with one another can lead to better decision-making across the company.

First, compile historical data about your business KPIs to reveal potential trends. For example, sales may increase during the holiday season and then drop off after the New Year. Taking this into account can help your company better plan when to increase production to meet customer demand without delay.

OnStrategy Software
Review all your goals with OnStrategy.

Accurately Allocate Resources

Unexpected production delays can throw your entire strategy out the window. A single shortage can be the difference between meeting your next milestone and being set back weeks, months, or years. By planning far in advance, your business can better allocate resources even in worst-case scenarios. And strategic plans can quickly adapt to new situations as they arise.

Strategic planning software is often used by larger corporations who need assistance planning out long-term goals to align with their mission statement and company vision. However, smaller companies can also benefit from this software, especially if they normally only plan a year out in advance. As the COVID-19 pandemic has shown, planning ahead can truly make or break your business.

Keep Your Budget Under Control

One of the hardest parts of planning for the future is knowing what your budget will be. Countless variables can cause drastic changes to production costs and material pricing. Fortunately, budgeting and forecasting tools provided by strategic planning software helps you control long-term spending. Developing a cost-based plan can help you avoid expensive surprises as your company strives closer to its mission.

For example, say you have a commission-based pay structure for your sales department. Does your budget take a cap into account? Or is there a possibility you could go over-budget if a salesperson performs particularly well one quarter? Budgeting and forecasting can help you prepare for that scenario.

Cascade Strategy
Cascade Strategy lets you track different KPIs and monitor changes.

Strategic Planning Software Pricing

Since this software offers so many unique features, the price tends to be high. While there are free options available, there are often additional costs associated with extra applications or modules. Usually, strategic planning software as a service (SaaS) plans are billed monthly or annually. Some plans are available for $39 per month at $8 per seat, others are up to $750 per month. Pricing quotes are available for custom plans.