Strategic planning software for consultants and their clients.
Stop delivering 80-slide decks that go in a drawer. StrategyHub™ turns your strategic plan into a living, tracked system — with goals, KPIs, initiatives and budgets in one platform your clients log into every month.
14-day free trial. No credit card required.
Everything a strategic plan needs to stay alive
Most strategy tools stop at goal-setting. StrategyHub™ 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.
Compare strategic planning platforms
If you are choosing among strategy platforms, the sourced buyer's guide compares pricing model and seat minimums for ClearPoint, AchieveIt, Cascade, and StrategyHub™ using each vendor's own pages.
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. StrategyHub™ 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. StrategyHub™ does both: initiatives have owners and due dates, but each one is tied to a measurable goal.
- Can multiple clients share one account?
- Yes. StrategyHub™ 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.
- Is there a free trial?
- Yes. Start free trial on this page goes to sign-up and opens a 14-day free trial. No credit card is required. If you do not choose a plan afterward, workspaces go read-only and nothing is deleted for 60 days.