Welcome to Your PlanPerfect Demo Hub
Thank you for joining us. Below, you’ll find walkthroughs that showcase how PlanPerfect brings structure, insight, and accountability to your nonprofit’s strategic planning.
1. Introduction and Overview
Get acquainted with PlanPerfect’s core philosophy and learn how our platform brings clarity and structure to your nonprofit’s planning cycle.
2. Organize Your Organization
Learn how to get your organization ready to create and carry out a strategic plan using our Organize feature.
3. Interview Functionality
Discover our built-in interview tools for gathering stakeholder input, capturing insights, and storing feedback alongside your plan.
4. Create Your Plan
See how to set objectives and define key results, getting your plan off the ground in minutes.
5. Review Feature
Learn how to schedule and conduct focused quarterly check-ins, assign responsibilities, and document progress.
6. Publish Your Plan
Watch how easy it is to generate board-ready summaries, custom reports, and shareable links that keep everyone informed and accountable.
7. Tracking Your Data
Explore real-time dashboards and automated reminders that surface key metrics, highlight overdue tasks, and ensure nothing slips through the cracks.
8. The Dashboard
Take a tour of your central command center, where high-level overviews and deep-dive analytics converge to give you complete visibility over your strategic initiatives.
Want a Personalized Walkthrough?
If you’d like to discuss how PlanPerfect can fit your organization’s unique needs, book your personalized demo here or email us at founders@planperfect.co for additional assistance.
Ready to Get Started?
Learn more about Plan Options and Pricing and sign up here. We’re here to help you turn strategy into action.