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10 Best Strategic Planning Software for Planning Ahead in 2023

Best Strategic Planning Software Shortlist

Here’s my shortlist of the best strategic planning software that I’ll cover in this article, with detailed tool summaries below:

  1. Wrike

    Best strategic planning software for charting tasks, projects, and milestones

  2. Anaplan

    Best strategic planning software for sales planning

  3. Jedox

    Best strategic planning software for retailers

  4. Workday Adaptive Planning

    Best strategic planning software for workforce planning

  5. Adobe Workfront

    Best strategic planning software for enterprises

  6. Knovos Cascade

    Best strategic planning software for startups

  7. Spider Strategies

    Best strategic planning software for KPI tracking

  8. Elate

    Best strategic planning software for dynamic planning

  9. Strategypoint

    Best strategic planning software for simple strategy management

  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.

Selection Criteria

Wondering how I selected the best strategic planning software for this list? Here’s a summary of my selection criteria: 

  1. 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. 
  2. 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. 
  3. 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. 
  4. 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. 

1

Wrike

Best strategic planning software for charting tasks, projects, and milestones

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.

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.

Wrike Pricing & Plans

Wrike costs from $9.80/user/month and offers a 14-day free trial.

14-day free trial

From $9.80/user/month

Pros

  • Built-in help centers and documentation
  • User-friendly and intuitive for all skill levels
  • Variety of fully customizable dashboards

Cons

  • No alerts to warn against unassigned/untagged tasks
  • Time tracking is included in Business/Enterprise plans only
2

Anaplan

Best strategic planning software for sales planning

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.

Free demo available

Price upon request

Pros

  • Flexible solution that can help with multiple business aspects
  • Can create complex models that help with decision-making
  • Great for sales and financial planning

Cons

  • Limited notification options
  • Software tends to slow down when analyzing large sets of data
3

Jedox

Best strategic planning software for retailers

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. 

14-day free trial + free demo

Pricing upon request

Pros

  • Can analyze huge sets of data to create scenario models
  • Dynamic reports
  • Flexible dashboards that are easy to follow

Cons

  • UI could be improved
  • Report builder can be buggy at times
4

Workday Adaptive Planning

Best strategic planning software for workforce planning

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.  

Free trial + free demo available

Pricing upon request

Pros

  • Accounts for seasonality, multiple locations, and different geographies
  • Forecasting helps you prepare for different scenarios
  • Role-based reporting enables managers to track their team’s performance

Cons

  • User interface could be improved
  • Has a learning curve
5

Adobe Workfront

Best strategic planning software for enterprises

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.  

Free demo available

Pricing upon request

Pros

  • Easy to create and manage cross-department tasks
  • Encourages user participation
  • Superb project management features

Cons

  • Some screens can become busy at times, making the tool difficult to navigate
  • Advanced features have a learning curve
6

Knovos Cascade

Best strategic planning software for startups

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.

14-day free trial + freemium plan available

From $29/user/month

Pros

  • Helpful reports that enable you to demonstrate your progress to stakeholders
  • Good variety of project templates
  • Flexible solution you can tailor to your organization’s needs

Cons

  • Reports that process large amounts of data can be slow to update
  • Some reporting features cannot be customized
7

Spider Strategies

Best strategic planning software for KPI tracking

Spider Strategies is a strategic planning solution that helps mid-sized and large organizations improve their KPIs with custom alerts. 

Why I picked Spider Strategies: Spider Strategies enables you to keep your initiatives on track. The software’s algorithm detects when your efforts do not meet the KPIs you seek, and it alerts you so you can take action and improve your performance. 

Spider Strategies analyzes your initiatives and compares them to identify which projects bring you closer to your high-end goals and which are underperforming and wasting your resources. The software also recommends quick fixes so you can improve your business performance with your available resources. 

Thanks to its complex algorithm, Spider Strategies is a good solution for organizations that want to improve their KPIs. 

Spider Strategies Standout Features and Integrations

Features include KPI tracking, balanced scorecards, collaboration tools, presentation tools, and business intelligence (BI) analytics. 

Integrations are available through Zapier, so you can connect to 5000+ business applications. 

30-day free trial + free demo

From $125/user/month

Pros

  • Helps you identify underperforming projects
  • Highlights issues so you can fix them
  • Custom recommendations

Cons

  • Interface takes some getting used to
  • Has a learning curve
8

Elate

Best strategic planning software for dynamic planning

Elate is a strategic planning software that enables businesses of all sizes to create actionable plans they can review and adapt as needed. 

Why I picked Elate: Elate makes it easy to oversee your roadmaps and identify potential roadblocks before they become problematic. The software monitors all your initiatives and sends you regular progress updates so you can spot weak spots or barriers in good time. 

Elate enables you to create transparent plans and strategies that include all your team members. Every department can see how their work affects your performance and future direction, and how their objectives align with your organization’s goals. 

The software allows you to review and update your roadmaps at all times, so it’s ideal for businesses that use dynamic goals. 

Elate Standout Features and Integrations

Features include plan creation, OKR tracking, collaboration, automation, and real-time analytics. 

Integrations are available natively with multiple apps, including Domo, Google Analytics, HubSpot, Jira, Monday, and QuickBooks. 

Free demo available

Pricing upon request

Pros

  • Good data visualization options
  • Straightforward user interface
  • Encourages transparency and breaks down silos between departments

Cons

  • Some reports can become busy and difficult to understand
  • Reports could offer more customization
9

Strategypoint

Best strategic planning software for simple strategy management

Strategypoint is a cloud-based strategic planning software that helps businesses determine their goals and organize their workflows with ease. 

Why I picked Strategypoint: Strategypoint is a simple yet efficient tool. The software offers three views you can use to plan your goals, milestones, and daily tasks. The views are interconnected and your progress is tracked, so you know which assignment is more important to your OKRs. 

Unlike other strategic planning solutions, Strategypoint is easy to use and doesn’t have a steep learning curve. This makes the software ideal for small businesses that want to track progress in something that’s easier to use than Microsoft Excel spreadsheets. 

Strategypoint Standout Features and Integrations

Features include an objectives map, work plans, templates, a strategy dashboard, linked scorecards, and optimization reports. 

Integrations are available through Zapier, allowing you to connect to over 5,000 work tools.

14-day free trial

From $20/user/month

Pros

  • Dashboards are easy to understand
  • Goal cards help you track your top priorities
  • Multiple project templates available

Cons

  • UI can be confusing at times
  • Limited report customizations
10

Aha Roadmaps

Best strategic planning software for SaaS and tech businesses

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. 

30-day free trial + free demo

From $74/user/month

Pros

  • Multiple data visualization options
  • Reactive support team
  • Easy onboarding

Cons

  • Presentation decks could look better
  • Some advanced features have a learning curve

10 Best Strategic Planning Software Comparison Chart

This comparison chart summarizes basic details about each of my top strategic planning software selections. You can view pricing details and the availability of free trials & demos side-by-side to help you find the best software that works for your budget.

Tool Free Option Price
1
Wrike

Best strategic planning software for charting tasks, projects, and milestones

14-day free trial

From $9.80/user/month Visit Website
2
Anaplan

Best strategic planning software for sales planning

Free demo available

Price upon request Visit Website
3
Jedox

Best strategic planning software for retailers

14-day free trial + free demo

Pricing upon request Visit Website
4
Workday Adaptive Planning

Best strategic planning software for workforce planning

Free trial + free demo available

Pricing upon request Visit Website
5
Adobe Workfront

Best strategic planning software for enterprises

Free demo available

Pricing upon request Visit Website
6
Knovos Cascade

Best strategic planning software for startups

14-day free trial + freemium plan available

From $29/user/month Visit Website
7
Spider Strategies

Best strategic planning software for KPI tracking

30-day free trial + free demo

From $125/user/month Visit Website
8
Elate

Best strategic planning software for dynamic planning

Free demo available

Pricing upon request Visit Website
9
Strategypoint

Best strategic planning software for simple strategy management

14-day free trial

From $20/user/month Visit Website
10
Aha Roadmaps

Best strategic planning software for SaaS and tech businesses

30-day free trial + free demo

From $74/user/month Visit Website

Other Options

Here are a few more options that didn’t make the best strategic planning software list:

  1. Rhythm Systems

    Best strategic planning software for cross-departmental planning

  2. Planview Portfolios

    Best strategic planning software for capacity planning

  3. Peoplebox

    Best strategic planning software for fast-growing companies

  4. AchieveIt

    Best strategic planning software for data visualization

  5. Prophix

    Best strategic planning software for ad hoc reporting

  6. Board

    Best strategic planning software for data-driven insights

  7. ProductPlan

    Best strategic planning software for product development

  8. Roadmunk

    Best strategic planning software for flexible roadmap creation

  9. Planful

    Best strategic planning software for financial planning

  10. MPOWR Envision

    Best strategic planning software for holistic goal creation

Strategic Planning: Frequently Asked Questions

Other Resources

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.  

Read our articles on How To Develop an HR Strategy and What Is Succession Planning if you want to find out how to motivate your team and propel your organization to new heights. 

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. 

Subscribe to the People Managing People newsletter if you want to receive actionable advice on strategic planning from top thinkers in the industry. 

By Kim Behnke

Kim Behnke is an HR Tool Expert & Writer for People Managing People. She draws on her 9 years of human resources experience and her keen eye for systematic processes to support her analyses of the top HR tools on the market. She is passionate about maximizing efficiencies and streamlining workflows to ensure internal systems run smoothly. Kim's HR experience includes recruitment, onboarding, performance management, training and development, policy development and enforcement, and HR analytics. She also has degrees in psychology, writing, publishing, and technical communication. When away from her desk, she can usually be found outside tending to her ever-expanding garden.