Charity and nonprofit strategic planning software that keeps your organization moving.
CauseWell helps leaders track objectives, KPIs, targets, and progress, while giving boards a clear view of the approved plan and its history.
Bring your strategic objectives together.
A strategic plan is best managed when everyone has visibility and can work from a shared structure.
Keep objectives in one place, with the measures and responsibilities that help your organization assess progress. Give your board a clearer view of how the plan is advancing between board meetings.
ACCOUNTABILITY PRO FEATURE
Track progress against objectives with KPIs and targets.
Connect each objective to key performance indicators. Record a baseline, then set a target and track the actual result, status, and commentary for each year of your plan’s term, so discussions can focus on what is progressing, what needs attention, and where adjustments may be needed.
Plans can run for one, three, or five years, keeping long-term direction and year-by-year results in one place.
1. Track objectives, KPIs, and annual targets
Add each strategic objective, then choose the KPIs that will show whether it’s working. Record a baseline as your starting point and set a target for each year of your plan’s term. You will be able to track the yearly progress.
2. Assign an operational owner and department
Assign an operational owner and department to each objective. Make it clear who is responsible for moving the objective forward.
3. Prepare drafts and plans for approval
Draft objectives are visible only to your ED/CEO, admins, and staff owners. When an update is ready, it goes to your ED/CEO for approval, then to your Board Chair. The board sees the plan once both have approved it.
4. Export the approved plan
Each approved update becomes a permanent, read-only snapshot of your plan’s progress. The board can see the published history and refer back to earlier reports. Snapshots export as a branded PDF for board packages.
Build the plan that moves your mission forward.
Start with the direction your leadership and board have set, and keep it visible and moving between planning sessions.
- Year-by-year progress in one place. Track a baseline, annual targets, actual results, status, and commentary for each KPI across your plan's one-, three-, or five-year term.
- Board-ready updates. Updates stay in draft until your ED/CEO and Board Chair approve them. Then the board sees the plan on their dashboard and can export it as a branded PDF for board packages.
- A record that outlasts turnover. Every approved update is kept as a permanent, read-only snapshot, so new staff, directors, and board chairs can see what was committed to and how it progressed.
Connect strategy to departmental and staff goals.
Strategic planning works on its own. Organizations that need more detailed execution tracking can add choose one or both optional add-ons.
Annual Operating
Plan
Cascade organization-wide KPIs into department objectives, then set department KPIs and assign a staff owner to each.
Performance Management
Review cycles for staff, with goals that can be drawn from Annual Operating Plan objectives when both add-ons are used.
Is CauseWell right for your organization?
How can CauseWell help our strategic planning process?
CauseWell provides a structure for recording objectives, assigning ownership, tracking progress, easily sharing updates with the board.
Do we need the add-on modules?
No. Strategic planning can be used without the Annual Operating Plan or Performance Management add-ons.
Staff manage policies, processes, documentation, and recurring responsibilities. Board members participate in the approvals and oversight relevant to their roles. Permissions help keep that involvement appropriate, so leaders can lead and boards can govern.
Which plan should we choose?
Strategic planning is included in Accountability Pro and Growth.