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monday.com

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 (4638 reviews)

52 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 (1420 reviews)

40 recommendations

Wrike

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 (2588 reviews)

38 recommendations

Smartsheet

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 (3159 reviews)

7 recommendations

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Trello

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

Jira

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

Asana

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

ClickUp

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

Notion

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

Airtable

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

Miro

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

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

Bitrix24

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

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

Pingboard

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

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

Aha!

Aha! helps companies build lovable software. We provide the world's #1 product development tools — Aha! Roadmaps, Aha! Ideas, Aha! Notebooks, and Aha! Develop — which are used by more than 700,000 builders. Product teams rely on o...Read more about Aha!

GanttPRO

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

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

Lucidspark

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

Buyers Guide

Last Updated: March 16, 2023

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

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.

Strategy map

Create templates and customized terminologies, rules, and relationships for various elements in a business strategy.

Strategic frameworks

Create and implement strategic frameworks or implement pre-existing commonly used frameworks such as balanced scorecard (BSC), objectives and key results (OKR), and theory of change (TOC).

Custom Fields

Add custom fields, such as parameters or formulas, to strategic planning elements.

Milestones

Break projects and KPIs into milestones for easier management and reporting.

User management

Add users or team members to the strategy planning and execution process.

Notifications

Share plans and updates with team members via email, or be notified when other users add new goals or update a plan.

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.

Key considerations

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.