Strategic planning software
Connect, manage, & execute your strategic plans all in one place
Strategic plans only work when they're properly executed. AchieveIt helps you monitor performance, drive accountability, increase transparency, and bring every initiative to life.
The reality of strategic planning
The true cost of poor strategic plan execution
Even the best strategic plans can fail without the right software in place. Goals get lost, updates are delayed, and teams lose sight of progress.
AchieveIt helps close this gap by connecting every objective, person, and process in one simple platform.
FROM STRATEGIC PLANNING SPREADSHEETS TO SUCCESS
Stop managing your strategic plan in silos
Leverage the AchieveIt platform and automation to transform how you plan, track, and deliver results. All in real time, across your organization.
Reduce manual data collection and streamline efficiency for you and your organization
Before AchieveIt
Manual progress updates are sporadic and often take weeks to compile, which means leadership is reviewing stale information. Project owners juggle competing tasks and forget due dates; leadership send reminder emails, chase answers, and stitch together comments, data, and attachments from multiple threads. By the time reports are assembled, they're outdated and the next cycle of chasing begins.
With AchieveIt
AchieveIt automates the update cadence you choose (monthly, quarterly, custom), prompting owners for status, percent complete, commentary, and metric values. Updates flow straight into dashboards and roll-up reports, eliminating manual collection and copy-paste. You’ll spend minutes — not days — preparing for meetings, and the data you bring to the table is current, consistent, and audit-ready.
HOW ACHIEVEIT MAKES STRATEGIC PLANNING WORK
Solve the challenges that stall your strategic plan
Strategic plans succeed when they’re visible, owned, and measured. Explore how AchieveIt helps you design a clear plan structure, keep updates flowing, and turn insights into outcomes — without the spreadsheet sprawl.
STRATEGIC PLAN CREATION
Easy strategy mapping that executes with accountability — no matter the planning style
Build a plan structure that matches your methodology — from pillars and objectives to initiatives, KPIs, and milestones. Standardize statuses and progress updates so everyone speaks the same language.
Capture owners, timelines, dependencies, and documentation at the item level, creating a durable blueprint for execution and a clear line of sight from goals to work.
Manage strategy progress
Stop chasing updates on strategic plans
Replace manual email collection with automated update requests at the cadence you define. Contributors submit status, commentary, and metric values directly into AchieveIt.
Leadership sees live dashboards and trend lines for on-track, at-risk, and off-track items, plus overdue updates — so meetings focus on decisions, not data wrangling.
Manage strategic plans
Increase productivity and decrease meetings
AchieveIt assembles plan reviews for you: consolidated lists, exception views, and drill-downs by owner, department, or theme. Customizable snapshots cut prep time and keep recurring check-ins concise. Document decisions and action items right on the plan item to maintain continuity between meetings and hold teams accountable.
Assess strategic plan performance
No more 'where's that update again?'
Access current status, historical updates, attachments, and comments in one click. Drill from portfolio to pillar to initiative to understand what’s driving results and what needs support.
Use customizable dashboards and multi-plan reports to compare trends across departments, highlight wins, and identify risks early.
Achieve your strategic plan
All your strategies and goals in one single place
Bring organizational, departmental, and cross-functional plans together. Tag by theme (e.g., growth, quality, community impact) to see alignment and resource concentration.
With consistent structure and live data, it’s simple to communicate progress, justify investments, and demonstrate impact to internal and external stakeholders.
Enable success
More than just strategic planning software. Your committed partner.
Our Strategy Consultants and Customer Success Managers guide implementation, review plan structure, and share best practices from organizations like yours. We help set cadences, define status logic, and configure dashboards that match your leadership rhythm, then stay with you to continually improve adoption and outcomes.
Strategic planning software built for long-term impact
More than just software. Your strategy execution partner
Technology matters, but so does enablement. AchieveIt pairs an intuitive platform with a seasoned team that helps you launch quickly, scale confidently, and sustain momentum year over year.
When you choose AchieveIt, you join our unique approach:
Trusted by Strategy leaders everywhere
Why strategic planning leaders love AchieveIt
For more than a decade, AchieveIt has helped organizations bring structure, visibility, and accountability to strategic plans — and deliver results.
"AchieveIt is a ground-breaking solution that ensures the success of our company's high-performing team. Leaders across all functional areas are provided with easy-to-access, up-to-date progress of ongoing projects, initiatives, and research & development. More timely, quality information has led to better decision making, allowing us to exceed our strategic goals.”
- Kimberly R., Director of Strategic Initiatives
Florida Court Clerks & Comptrollers
"The weight was lifted. It has revolutionized what they have been able to accomplish. We were like, “This is what we need -- this is the pot of gold at the end of the rainbow that we were looking for!” And with the support from AchieveIt, the amount of time and resources available, it’s worth every cent!"
- Dr. Brenda Merritt, Dean, Faculty of Health, and Suzie Officer, Executive Director, Planning + Strategy
Dalhousie University
FAQs
We understand strategic planning software may not be a pre-set line item in your budget. That’s why AchieveIt pricing is designed to provide a clear return on investment — saving time, improving execution, and delivering measurable outcomes. Our pricing is flexible and based on your team’s size and service needs. See details on our pricing page.
AchieveIt is built for ease of use — from setup to execution.
Easy to start: Quick implementation guided by our expert consultants.
Easy to use: Update, view, and manage plans in just a few clicks.
Easy to learn: Role-based training and ongoing support keep teams confident.
AchieveIt provides powerful reporting and analytics tools to help you track progress, identify trends, and make data-driven decisions. Here’s how the platform supports your reporting needs:
Automated Reports & Dashboards: AchieveIt automates report generation and dashboard creation, saving time and ensuring everyone has access to the latest information. You can schedule reports to be delivered regularly or generate them on demand.
Customizable Dashboards: Design dashboards tailored to your specific needs. These dashboards can include visualizations like charts, graphs, and tables to display key metrics, progress updates, and trends. You can personalize them to highlight the information most relevant to different teams or leadership levels.
Multi-Plan View Reports: Consolidate data from multiple plans (strategic, operational, etc.) into a single report. This allows you to see how different initiatives align and contribute to your overall goals.
Drill-Down Capabilities: Many reports and dashboards offer drill-down functionality. This lets you click on specific data points to access more granular details and understand the underlying factors behind the metrics.
Goal Setting and Tracking: Set goals and track progress visually within the platform. AchieveIt helps you monitor performance against established targets and identify areas that require attention.
Embed Dashboards & Reports Externally: Need to share your information outside of AchieveIt? Embed information in your own website or intranet to get your constituents the information they need.
At AchieveIt, we offer a range of support and training options to help you get the most out of our software. Here's a breakdown of what we provide:
Initial Training: AchieveIt includes initial software training as part of our implementation process. This involves workshops and consultations to familiarize your team with the platform functionalities and ensure it aligns with your workflow.
Strategic Services: Beyond the software, our expert team offers professional services and facilitated workshops focused on building better plans, improving execution, and driving organizational alignment.
Ongoing Support: AchieveIt provides a dedicated support team readily available to answer your questions. This could include assistance with using specific features, troubleshooting technical issues, or building reports.
Product Support: Our dedicated support team is available through Zendesk to assist with platform-specific questions, troubleshooting, reporting help, and technical issues.
Knowledge Base: AchieveIt offers a resource library packed with helpful materials, including blog posts, guides, webinars, videos, and planning templates. These resources cover various topics related to strategic planning, best practices, and using the AchieveIt platform effectively.
Our Data Integration API Data Integration API lets you import data from CRM, ERP, HR, and other systems (including CSV import) to keep plan metrics current and reduce manual entry.
AchieveIt offers a range of data visualization tools to represent your strategic planning information in a clear and actionable way. Here's what you can expect:
Pre-Built Templates: AchieveIt provides pre-built templates for common visualizations like charts, graphs, and tables. These templates can be customized to display your specific data points and metrics.
Customizable Dashboards: You can design dashboards tailored to your needs. These dashboards can include various charts and graphs to visualize key performance indicators (KPIs), progress updates, and trends over time.
Drill-Down Functionality: Many reports and dashboards offer drill-down functionality. This allows you to click on specific data points within a visualization to access more granular details and understand the underlying factors.
Absolutely. AchieveIt maintains SOC 2 Type II attestation and FedRAMP Authority to Operate (Low Impact Level), meeting rigorous security standards for sensitive organizational data.
SOC 2 Type II Attestation: This is an independent audit that verifies a service organization's security controls for customer data. A Type II certification goes beyond just having the controls in place and demonstrates that they are effective over a period of time.
FedRAMP Authority to Operate at the Low Impact Level: This signifies that AchieveIt meets the security requirements set forth by the US Federal Risk and Management Program for certain types of government data.
Absolutely. AchieveIt is designed specifically to facilitate collaboration on plans within your organization. Here's how it supports teamwork:
Shared Workspace: AchieveIt provides a centralized platform where multiple users can access, edit, and update plans simultaneously. This eliminates the need for separate versions or email attachments, fostering a single source of truth.
Role-Based Access Control: You can assign different access levels (view-only, edit, admin) to various users based on their roles and responsibilities. This ensures everyone has the information they need without compromising data security.
Communication Tools: AchieveIt offers built-in communication features. This includes functionalities like commenting on specific plan items, tagging relevant users, or initiating discussions within the platform.
Version Control: We provide change tracking through item-level audit trails, timestamped comments, and historical progress snapshots, allowing teams to monitor updates, maintain accountability, and understand how plans evolve over time.
AchieveIt scales from single-plan teams to complex, multi-department portfolios. Create unlimited plans, expand users and permissions, and maintain consistent governance as you grow.
Unlimited Plans: AchieveIt allows you to create and manage an unlimited number of plans within the platform. This caters to organizations with growing needs and the potential to manage a complex web of strategic initiatives.
User Management: The platform offers role-based access control, allowing you to manage user permissions as your team expands. This ensures controlled access to sensitive information while facilitating collaboration across departments.
Data Import Capabilities: AchieveIt's Data Import API allows you to integrate data from various sources as your organization grows and accumulates more information. This can be helpful for maintaining a centralized view of all relevant data points for strategic planning.
We provide personalized demos tailored to your organization's needs. This is a great opportunity to see the platform in action, discuss your specific needs, and get a sense of how AchieveIt can address your unique challenges. Schedule your personalized demo or product tour.
See what's possible with AchieveIt
Strategic planning starts here. Let's Achieve something today.
You should be in control of how you plan and execute strategies. With AchieveIt, you can. Request a demo and see how our strategic planning software helps you turn ideas into measurable results.
Connect, manage, & execute your strategic vision with AchieveIt
Create connected strategic plans
Establish uniformity in strategic planning — no matter the planning style
You have your way of planning. Your terms, your structure, your organization. So why limit how you can structure and manage your plans?
AchieveIt lets you create & connect an unlimited number of strategic plans to align plans, progress, & processes across the organization.
Not sure how to best build your strategic plan? Our customer engagement team can provide recommendations based on how other government organizations approach planning & execution.
