- 1. Wrike — Best strategic planning software for charting tasks, projects, and milestones
- 2. AchieveIt — Best strategic planning software for data visualization
- 3. Anaplan — Best strategic planning software for sales planning
- 4. Quantive Results — Best for doing strategic planning collaboratively
- 5. Lightcast — Best strategic planning software for workforce scenario modeling
- 6. Jedox — Best strategic planning software for retailers
- 7. Workday Adaptive Planning — Best strategic planning software for workforce planning
- 8. Adobe Workfront — Best strategic planning software for enterprises
- 9. Knovos Cascade — Best strategic planning software for startups
- 10. Aha Roadmaps — Best strategic planning software for SaaS and tech businesses
Strategic planning software helps businesses define, track, and manage their short and long-term goals. It enables managers to select different ways to reach their objectives and measure their progress, while keeping detailed records of the company’s efforts.
Read my review to discover the best strategic planning software you can use today. My review includes short descriptions and screenshots of each solution, along with a comparison chart so you can identify the right tool for your organization.
Wondering how I selected the best strategic planning software for this list? Here’s a summary of my selection criteria:
- User Interface (UI): Strategic planning software is complex, but that doesn’t mean it has to be complicated. The tools I selected offer clean interfaces, so you and your team can manage your resources without difficulty.
- Usability: Project planning and strategic management solutions enable you to complete multiple tasks. As a result, they tend to be somewhat difficult to understand and use. I chose tools that offer comprehensive onboarding or training materials so you and your team members can learn how to use them.
- Integrations: Your strategic planning software should be part of your day-to-day app ecosystem. That’s why I picked solutions that offer native or third-party integrations to other business apps.
- Value for $: Planning tools help you achieve various goals. I selected platforms that can help you organize all your strategic initiatives so you can get a nice return on your investment.
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Overviews of the 10 Best Strategic Planning Software
Here’s a brief description of each strategic planning software system that showcases each tool’s best use case, some noteworthy features, and pros & cons. I’ve also included screenshots to give you a snapshot of their user interface too.
Wrike is a versatile strategic planning software that is used by more than 20,000 companies around the world. Some of its strategic planning features include resource management, portfolio management, customized performance reports, as well as workload overview and management. The software also offers several visualization options like Kanban boards and Gantt charts. Moreover, it has automation capabilities with over 400 integrations.
As a cloud-based project management and collaboration platform, Wrike helps professional services firms and teams manage simple to complex projects from beginning to end, offering complete control and visibility over their workloads and tasks. It is a scalable, end-to-end software solution that helps users tackle projects from the initial request phase to keeping track of work in progress, generating reports, and delivery.
Why I Picked Wrike: One of Wrike’s most relevant features as a strategic planning solution is the total control it provides users when it comes to task management. Users are given the ability to fully control tasks, ensuring that everyone is aware and has a handle of their task status upon logging into the platform. Project leads can easily change the task owner as soon as task dependency changes. This will let that individual know that action on their part is needed to move a task forward, thus eliminating potential bottlenecks that could cause unnecessary delays.
Another notable feature of Wrike is the customizable user interface (UI). Whether the project team likes to use Gantt charts, lists, or Kanban boards, the Wrike project management and strategic planning solution has it all covered. Its user interface can be easily customized to suit the requirements of any project role and requirement.
Wrike Standout Features and Integrations
Features include project management, task scheduling/tracking, resource management, expense tracking, API, budgeting, Gantt charts, marketing automations, collaboration support, and reporting.
Integrations include 400+ pre-built native integrations, including integrations with the most popular file management software from Microsoft, Google, and Dropbox, along with sales and marketing software from Salesforce and Marketo.
- Variety of fully customizable dashboards
- User-friendly and intuitive for all skill levels
- Built-in help centers and documentation
- Time tracking is included in Business/Enterprise plans only
- No alerts to warn against unassigned/untagged tasks
AchieveIt is a strategy software that helps teams identify pressing issues by visualizing their data in different ways.
Why I picked AchieveIt: AchieveIt offers a clean interface and is not difficult to use. The software creates useful dashboards you can use to steer meetings and conversations, and its reports help you identify gaps in your strategic plans.
AchieveIt enables you to visualize your data as you like. You can organize your goals and ideas in trees, lists, Gantt charts, or Kanban boards. You can create multi-plan views to understand what’s happening across multiple departments, and use filters to get a granular view of different business metrics. AchieveIt is a great tool for data-driven organizations.
AchieveIt Standout Features and Integrations
Features include goal planning, dashboard creation, task management, performance assessment, and automation.
Integrations are available natively through the software’s open API. Their implementation team will work with you directly to connect to other tools.
- Automation features
- Real-time updates for increased visibility
- Templates help you organize your business strategy
- No portfolio management features
- Setting up goal and milestone dates could be easier
Anaplan is a web-based strategic planning software that enables large organizations to increase their revenue with agile sales strategies.
Why I picked Anaplan: Anaplan helps you design and optimize your targets, quotes, and segmentation strategies. The software allows you to transform your initiatives into actionable plans and use forecasts to increase the effectiveness of your sales pipelines.
Anaplan’s machine-learning algorithm analyzes your internal and external performance data to deliver insights. These insights enable you to create multiple scenarios, so you can anticipate and prepare for market disruptions, seasonal sales, or singular sales opportunities.
The software’s ability to plan sales strategies makes it ideal for large organizations that have vast sales departments.
Anaplan Standout Features and Integrations
Features include interactive dashboards, custom planning models, KPI tracking, analytics, and predictive insights.
Integrations are available natively with several tools, including DocuSign, Microsoft Dynamics 365, Microsoft Power BI, Tableau, and Workiva.
- Great for sales and financial planning
- Can create complex models that help with decision-making
- Flexible solution that can help with multiple business aspects
- Software tends to slow down when analyzing large sets of data
- Limited notification options
Quantive Results is a strategy execution platform that helps you plan your business strategy, set goals, and track your progress, all while keeping teams aligned.
Why I picked Quantive Results: What makes this platform stand out is its features for collaborating. Your leadership team can use the whiteboards and the ready-made retrospective templates to plan your business strategy as a collective effort. Commenting is also available in your KPI tracking, helping you raise questions, give context, and spark ideas together.
In addition to mapping out your high-level strategy, you can also set and track goals with the software. OKRs and KPIs can be established, and goals can be cascading and linked to others to show how work flows and contributes to the broader objectives. The software also has AI that helps you set KPIs and connect related goals.
Quantive Results Standout Features and Integrations
Features include pre-built OKR templates, multi-level goal setting, multiple key result types, tags, OKR and task alignment, automated notifications, advanced access permissions, and reporting and analytics tools.
Integrations include Slack, Microsoft Teams, Asana, Miro, Jira, SurveySparrow, BambooHR, Workable, Humaans, and Rally, among others. You can also access additional integrations with a paid Zapier account.
- Account management and custom onboarding with enterprise plan
- Free basic plan with unlimited users
- Ready-made templates available
- Scale plan limited to 249 users
- All integrations not included in all plans
Lightcast is a cloud-based strategic planning software that facilitates long-term workforce planning, budgeting, forecasting, and reporting processes for corporations.
Why I picked Lightcast: Their software helps you create a comprehensive view of your organization's projected future, along with actionable insights and data analytics to help you make better data-driven decisions. You can use Lightcast to create and analyze multiple scenarios, evaluate the potential impact of each scenario on your organization, and adjust your plans accordingly. Their scenario modeling covers workforce and headcount planning, as well as talent acquisition capabilities such as skill-based hiring, and DEI & salary benchmarking data.
Their customizable dashboards provide a quick overview of all relevant information and can be modified to plot key metrics and identify any areas for improvement. To help you understand complex data quickly and easily, their software includes a range of charts and graphs, as well as other visualizations that can be customized according to your business preferences.
Lightcast Standout Features and Integrations
Features include scenario modeling tools, data insights, workflow management tools, and recruitment-specific talent acquisition tools.
Integration details are not available, though Lightcast does have an API to help you connect their system to other applications you're already using.
- Able to dissect employment trends across different sectors and regions
- Additional consulting services are also available
- Integrated benchmarking data is useful for staying competitive in the global talent marketplace
- Pricing details are not transparent
- No free trial available
Jedox is a strategic planning and business performance software that helps mid-sized and large retailers plan their sales strategies.
Why I picked Jedox: Jedox helps retailers that have multiple point-of-sale systems plan for the future. The solution connects your sales, HR, and business performance data to create scenario models that take into account your workforce, wages, locations, competitors, return rates, and SKUs. The models help you budget your initiatives and react to market disruptors.
Jedox enables you to create detailed purchasing plans and workflows so you can reduce overstock and sales losses. The scenario models help you plan for seasonal selling cycles, so you can increase your profits.
Jedox Standout Features and Integrations
Features include demand planning, revenue forecasting, churn predictions, smart insights, and analytics.
Integrations are available natively with several apps, including Microsoft Excel, Microsoft Power BI, Oracle, SAP, Salesforce, and Tableau.
- Flexible dashboards that are easy to follow
- Dynamic reports
- Can analyze huge sets of data to create scenario models
- Report builder can be buggy at times
- UI could be improved
Workday Adaptive Planning is a strategic planning tool that enables medium and large businesses to manage their workforce.
Why I picked Workday Adaptive Planning: Workday Adaptive Planning helps you bring together your HR, finance, and operations data so you can gain a thorough understanding of your workforce dynamics. The software’s reporting features make it easy to spot how your existing hiring models and retention plans affect your costs, so you can develop long-term strategies to optimize your workforce.
Workday Adaptive Planning enables you to link your workforce data to financial models so you can deliver your hiring plans on time and within budget. Their built-in reports help you model your team’s skill capacity based on location or cost, allowing you to plan ahead for different scenarios. Thanks to its ability to plan for large workforces, this tool is a great option for mid-sized or large organizations.
Workday Adaptive Planning Standout Features and Integrations
Features include forecasting, strategy planning, milestones tracking, resource management, and performance management.
Integrations are available natively with several tools, including Microsoft Dynamics, Oracle PeopleSoft, Sage Intacct, Salesforce, and SAP.
- Role-based reporting enables managers to track their team’s performance
- Forecasting helps you prepare for different scenarios
- Accounts for seasonality, multiple locations, and different geographies
- Has a learning curve
- User interface could be improved
Adobe Workfront is a strategic planning and project management solution that enables enterprises to organize their day-to-day activities so they can achieve their long-term goals.
Why I picked Adobe Workfront: Adobe Workfront is an end-to-end planning and management solution. The software has a clean interface, allowing people to start using it without too much training. As a planning tool, Adobe Workfront is great because it enables you to create connections between tasks and your high-level goals.
Adobe Workfront makes it easy to transform a plan into an actionable project that’s neatly separated into multiple tasks. You can assign tasks to different departments and individuals, and you can track their progress in responsive dashboards. Managers can send updates and status reports to keep everyone on the same page and working toward the end goal.
Adobe Workfront Standout Features and Integrations
Features include demand management, work management, portfolio planning, worker experience tools, and reporting.
Integrations are available natively with dozens of solutions, including Adobe Creative Cloud, Box, Google Workspace, Jira, Microsoft Outlook, Salesforce, and Slack.
- Superb project management features
- Encourages user participation
- Easy to create and manage cross-department tasks
- Advanced features have a learning curve
- Some screens can become busy at times, making the tool difficult to navigate
Cascade Strategy is a strategic planning solution that helps startups plan, manage, and track their goals.
Why I picked Cascade Strategy: Cascade Strategy is a lightweight tool that integrates with popular business apps, so you can include it in your work environment. The software enables C-level executives to plan large goals, but it also offers a granular view that allows team leaders to track specific tasks.
Cascade Strategy helps you organize your teams with actionable insights. Its dashboards make it easy to see how your efforts align with your overarching goals, so you can identify which tasks bring you closer to your objectives and which waste your resources. Thanks to its generous freemium plan, the solution is ideal for bootstrapped startups who are just starting their strategic planning process.
Cascade Strategy Standout Features and Integrations
Features include goal creation, in-app communication, cross-functional alignment, key performance indicators (KPI) and objectives and key results (OKR) tracking, and analytics & reporting.
Integrations are available natively with multiple apps, including Google Analytics, Jira, Microsoft Teams, Salesforce, and Trello.
- Flexible solution you can tailor to your organization’s needs
- Good variety of project templates
- Helpful reports that enable you to demonstrate your progress to stakeholders
- Some reporting features cannot be customized
- Reports that process large amounts of data can be slow to update
Aha Roadmaps is a strategic planning and product management software that helps SaaS and tech organizations set their goals and deliver on their initiatives.
Why I picked Aha Roadmaps: Aha helps developers create transparent roadmaps anyone can follow and understand. The software helps you plan every product and feature release in great detail, and encourages teamwork and collaboration so you can achieve your goals on time.
Aha Roadmaps sends you and your team members constant progress updates, so you always know what’s happening in your organization. The tool is flexible, allowing you to create anything from project roadmaps to mockups and reports.
Aha Roadmaps is designed around the “best practice in development model,” so it’s ideal for companies that develop new solutions, such as SaaS and tech businesses.
Aha Roadmaps Standout Features and Integrations
Features include roadmap creation, workflow creation, whiteboard concepts, task dependencies, and analytics & reporting.
Integrations are available natively with dozens of tools, including Azure DevOps, GitLab, Jira, Microsoft Teams, Salesforce, and Slack.
- Easy onboarding
- Reactive support team
- Multiple data visualization options
- Some advanced features have a learning curve
- Presentation decks could look better
Best strategic planning software for charting tasks, projects, and milestones
Free plan available
|From $9.80/user/month||Visit Website|
Best strategic planning software for data visualization
Free demo available
|From $70/user/month||Visit Website|
Best strategic planning software for sales planning
Free demo available
|Price upon request||Visit Website|
Best for doing strategic planning collaboratively
Free plan + 14-day free trial available
|From $18/user/month||Visit Website|
Best strategic planning software for workforce scenario modeling
Free demo available
|Pricing upon request||Visit Website|
Best strategic planning software for retailers
14-day free trial + free demo
|Pricing upon request||Visit Website|
Workday Adaptive Planning
Best strategic planning software for workforce planning
Free trial + free demo available
|Pricing upon request||Visit Website|
Best strategic planning software for enterprises
Free demo available
|Pricing upon request||Visit Website|
Best strategic planning software for startups
14-day free trial + freemium plan available
|From $29/user/month||Visit Website|
Best strategic planning software for SaaS and tech businesses
30-day free trial + free demo
|From $74/user/month||Visit Website|
Here are a few more options that didn’t make the best strategic planning software list:
Best strategic planning software for dynamic planning
- Rhythm Systems
Best strategic planning software for cross-departmental planning
- Spider Strategies
Best strategic planning software for KPI tracking
- Planview Portfolios
Best strategic planning software for capacity planning
Best strategic planning software for simple strategy management
Best strategic planning software for fast-growing companies
Best strategic planning software for financial planning
Best strategic planning software for product development
Best strategic planning software for data-driven insights
Best strategic planning software for ad hoc reporting
What is a strategic plan?
What are the 5 stages of strategic planning?
What are the main features to look for when evaluating strategic planning software?
Strategic planning is crucial to growing businesses because it helps your team understand what you do and why you do it. When you outline clear goals and roadmaps, you’re helping your team members see how their work and efforts help the company as a whole. This, in turn, helps them feel valued and engaged, which can boost their motivation and productivity.
Listen to our podcast episode, How To Grow Fast In A Sustainable Way with Manuj Aggarwal, if you want to discover the most important steps you should follow when scaling.
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