Set Up Your Team

Before finalizing your purchase, please take a minute to establish how many people need access to your planning software, and what kind of access you want to give them. You will have one plan administrator, and as many department managers, and team members as you de- sire. Once you have determined the appropriate size of your plan, click the PROCEED TO CHECKOUT button to access the shopping cart and finalize your purchase.

Base Plan/Administrator($39/month) 1
Base plan administrator is the one person who can input organization-wide objectives. Department managers establish goals that are aligned with these objectives. The administrator has access to all areas of input in the software. You account will automatically be set to 1 administrator and cannot be changed.

Additional department managers ($4/user/month)

Department managers can add department goals that flow from the organizational objectives placed in the plan by the administrator. Managers can also add goals, tasks and timelines for their team members. You should establish a manager account for anyone who is responsible to give oversight to a group of team members. You can set as many managers as you prefer.

Additional team members ($4/user/month)

Team members can modify the status of their assigned tasks, and will also receive automatic emails reminding them of action items that need to be accomplished. Team members have the most restricted access to the software.

Strategic Planning
Consulting Services
Raising Funds

Enduring Gifts

Grant Acquisition

Organizational Analysis

Community Impact Corporations