A nonprofit strategic planning workshop with a facilitator at a whiteboard and team members collaborating.

From evidence to action

How StrategyAlly works: your automated strategic planning guide

Seven stages turn scattered input into a clear, board-ready strategic plan: a strategic plan template that fills itself in with your own evidence, whether you lead the process yourself or with a committee.

StrategyAlly planning workspace

Organization profile

Your planning workspace

Committee Guide

Upload data

Stakeholder input

SWOT analysis

Guided questions

Priorities and Goals

Strategic plan

Monitoring

Every stage in one place, saved as you go.

An animated walkthrough of the StrategyAlly workspace, uploading data, stakeholder input, evidence synthesis, and the plan draft.

Choose how you work

One planning process. Your way of leading it.

Self-guided

Follow the prompts and review each AI-facilitated analysis yourself.

With a committee

Print tailored 60-minute guides, gather group input, and record decisions in StrategyAlly.

Step 01

Set up your organization

Create your account, choose your mission area, and tell us a little about your size, budget, and geography. This shapes the guidance you see throughout the process.

Step 02

Upload what you know

Add spreadsheets, financials, donor data, program outcomes, past plans, or community context. Each file is summarized so you can see the patterns without doing the arithmetic.

Step 03

Gather stakeholder input

Send anonymous, audience-tagged surveys or create a focus group guide based on who will participate. Upload the notes to surface themes, supporting quotes, agreements, and tensions.

Step 04

Confirm your SWOT

Review the evidence in one place. StrategyAlly surfaces strengths, weaknesses, opportunities, and threats; your team edits, ranks, and resolves conflicts before locking the SWOT report.

Step 05

Choose direction and priorities

Answer adaptive questions, review suggested initiatives, and score mission impact and feasibility. Your organization, not the AI, chooses what moves forward.

Step 06

Review and export your plan

Every section of the strategic plan template is drafted for you: executive summary, vision, mission, priorities, SMART goals, measurements, and strategic initiatives. Edit the whole document, apply your brand guide, and export it for the board packet.

Step 07

Manage the plan all year with the Always-On StrategyAlly

With the annual plan, your finished document loads into a management dashboard. Assign every goal and activity to a team member who signs in with their own email, enter performance data monthly, quarterly, or annually, generate board-ready progress reports, get reminders before work comes due, and refresh the plan whenever your situation changes.

The other half of strategy

Most plans stall after approval. Yours keeps moving.

Every purchase includes 12 months of the management dashboard. Your approved plan loads straight in, so every goal has an owner, progress is tracked, and your board gets reports on demand.

StrategyAlly management dashboard

Plan work

Clear owners, clear next steps

6 team members

Launch major-donor campaign

Owner Dana R. · due Mar 31

In progress

Modernize intake process

Owner Luis M. · due Apr 15

On track

Hire second case manager

Owner Priya S. · due May 1

At risk

Assignees sign in with their own email, no extra subscription needed.

Your finished plan loads in, and every activity gets an owner and a due date.

An animated walkthrough of the Always-On StrategyAlly management dashboard, assignments, performance data, board reports, plan refresh, and reminders.
Build your plan free

Comparing your options first? Read our guide to nonprofit strategic planning software: what it should do, how it compares to a consultant or a template, and what to look for.

See it in action

Prefer to watch it first?

A one-minute walkthrough of the whole process, from stakeholder input to the finished board-ready plan. Enter your email and it plays right here.

Watch the demo

See the whole process before you decide.

Tell us where to send it and the walkthrough opens right here: the full process, from stakeholder input to the finished board-ready plan.

  • About one minute, no sales call
  • Instant access, right on this page
  • Share it with your board or committee

We use your email only to send the walkthrough and answer your questions. No spam, and you can ask us to remove you at any time.

Board-ready by design

A professional plan people will want to use.

Your finished strategic plan is presented as a polished, publication-quality document, ready for your board packet, funders, and community.

Use the StrategyAlly design, or replace it with your nonprofit's own brand guidelines, including your logo, colors, and fonts.

Prefer to see it live?

Get a walkthrough from Alec Gorynski, founder of StrategyAlly.

A short, personal walkthrough for you and your team, built around your organization's questions.

Request a demo

A fair question

How is this different from asking an AI chat tool?

A general chat tool

StrategyAlly

Answers only what you think to ask

A guided sequence built for nonprofit planning

Works from whatever you paste in

Surveys, financials, and program data read together as evidence

Generic language for any organization

Priorities, goals, and measures your team decides

Ends as text on a screen

A board-ready plan plus software to run it all year

Pricing

Build for free. Pay when you are ready to put it to work.

Build your plan for free. When you are ready, $49/month, billed annually at $588, covers both halves of strategy: your board-ready plan and the management software to carry it out, plus anytime plan updates and new plans whenever you need them.

Strategic plan + plan management, evergreen

Your plan, and the software to run it

$49

/month, billed annually at $588

Includes anytime plan updates and new plan building. Renews yearly unless canceled.

No charge is required to complete the guided planning process. Purchase when your organization is ready to publish its plan and start managing it.

Your strategic plan

  • Board-ready plan generated from your planning work
  • Editable document with your branding
  • Branded PDF export for the board packet

Year-round plan management

  • Management dashboard loaded with your plan
  • Assignments with clear owners and next steps
  • Performance tracking and board progress reports
  • Reminders and plan refreshes as circumstances change
  • Anytime plan updates and new plan building
  • Team-member access included
Build my strategic plan for free

Free to build. You will only be asked to pay once your plan is ready.

Prices are billed in US dollars. StrategyAlly is $49/month, billed annually at $588. Your membership includes plan management, anytime plan updates, and new plan building. Renews automatically each year unless canceled before renewal.