Strategic planning software your clients will actually use.
Stop delivering 80-slide decks that go in a drawer. Strategy Hub turns your strategic plan into a living, tracked system — with goals, KPIs, initiatives and budgets in one platform your clients log into every month.
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Everything a strategic plan needs to stay alive
Most strategy tools stop at goal-setting. Strategy Hub goes from vision all the way to weekly KPI updates and budget reconciliation.
Goals & objectives
Vision, mission, values, and a clean hierarchy of strategic goals every stakeholder can see.
KPIs with time-series
Targets, thresholds, RAG status, and trend arrows. Manual entry or auto-sync.
Initiatives that ladder up
Every initiative ties to a goal, with owners, due dates, and percent-complete tracking.
AI plan import & summaries
Upload a PDF strategic plan and the importer extracts your structure. Generate executive summaries on demand.
Role-based collaboration
Admin, Goal Owner, Initiative Owner, Viewer. Least-privilege by default.
Public transparency pages
Optionally publish a branded read-only dashboard for boards, residents, or stakeholders.
Who it's for
Strategy consultants
Independent advisors who deliver strategic plans and want a tool to bill clients monthly for.
Boutique advisory firms
5–25 person firms running multiple concurrent engagements that all need their own client portal.
Local government & nonprofits
Organizations with public-facing strategic plans, residents to report to, and limited dashboard budgets.
Mid-market companies
200–2,000 person companies whose execs want OKR/KPI/budget alignment without the enterprise BI tax.
FAQ
- What is strategic planning software?
- Strategic planning software is a platform that turns a written strategic plan — vision, mission, goals, KPIs, initiatives, budgets — into a living, tracked system the whole organization can update and report on. Strategy Hub is built specifically for consultants who deliver strategic plans to clients and need a tool both they and their clients can use long after the engagement ends.
- How is this different from a project management tool?
- PM tools (Asana, Monday, Jira) track tasks. Strategic planning software tracks outcomes — goals, leading and lagging KPIs, initiatives that ladder up to those goals, and budget alignment. Strategy Hub does both: initiatives have owners and due dates, but each one is tied to a measurable goal.
- Can multiple clients share one account?
- Yes. Strategy Hub is multi-tenant by design. Each client lives in their own isolated workspace; you switch with a dropdown. Data never crosses between tenants — enforced at the database level with row-level security.
- Do I need to be technical to use it?
- No. The plan builder is a guided form. KPIs can be entered manually or auto-synced from Google Sheets, BigQuery, or Snowflake. The AI importer can lift goals and KPIs out of a PDF or Word document you already have.