Features
Everything You Need to Plan, Execute, and Evolve Your Strategy
A complete strategic planning and management system — from first conversation to ongoing execution.
Plan Mode — Create Your Strategic Plan
AI consultants guide every phase while a dedicated strategist meets with you to review progress and ensure quality. The same methodology as a $50K engagement — at a fraction of the cost.
- AI consultants + dedicated expert sessions at each phase
- Stakeholder surveys and interviews with automated outreach
- Document upload and analysis
- SWOT and PESTLE environmental analysis
- Balanced Scorecard KPI framework (adapts to your organization type)
- Professional 25-35 page strategic plan output
- Voice input for conversational planning
Execute Mode — Turn Strategy Into Action
Your plan doesn't end at the document. Execute Mode gives your team a live, intelligent management system — with AI that tells you what to focus on, surfaces blockers before they derail progress, and keeps everyone accountable.
- Smart AI Briefing — personalized daily priorities, different for every role
- Goals dashboard with visual progress, trend charts, and health status
- Actions with subtasks, activity feeds, and AI-suggested next steps when you're stuck
- Timeline view — everything due, overdue, and ahead, grouped by strategic pillar
- Budget monitoring by pillar with income and expense tracking
- Automated email nudges for overdue items + weekly admin digest
- Strategic advisor with full context of your plan, goals, and execution data
- AI-generated narrative reports that synthesize your execution data
- Team management with role-based access (up to 10 seats included)
- Notification preferences — each team member controls their own reminders
Annual Refresh — Keep Your Strategy Current
Strategy isn't a one-time event. Each year, the platform guides a structured review and extends your planning horizon — keeping your organization aligned and adaptive.
- Guided review of your execution year
- Strategic refresh conversation with expert consultant
- Automated plan update extending your planning horizon
- Smart carry-forward of in-progress work
- Included with Execute Mode subscription
Bring Your Own Plan
Already have a strategic plan? Upload it and start executing immediately. The platform extracts your goals, pillars, and KPIs automatically — then activates Execute Mode so your team can start tracking progress right away.
- Upload existing plan (PDF or DOCX)
- Automatic extraction of pillars, KPIs, and goals
- Gap identification and guided fill
- Instant activation of Execute Mode
Adapts to Your Organization
Whether you’re a nonprofit, small business, startup, or social enterprise, the platform adapts its frameworks, terminology, and guidance to your organization type.
Nonprofit
Mission-first Balanced Scorecard with impact at the top
Small Business
Financial-first framework focused on growth and sustainability
Social Enterprise
Dual bottom-line framework balancing impact and revenue
Ready to Get Started?
Start your strategic plan today. Work at your own pace with AI-powered guidance every step of the way.