68
tactics moved from an Excel framework at the Women’s Fund of Omaha, with goals and sub-goals kept as the board approved them
4,313
initiatives tracked in VisionSync by 963 people across 9 organizations
30 to 60 days
from signature to live, contracting and training included
AFTER THE RETREAT
Once the plan is adopted, keeping it current lands on one person with a full-time job already. The retreat happens, the consultant writes it up, the board votes, and everyone exhales. Then the plan moves into a spreadsheet, and strategic plan implementation becomes one more thing on the executive director’s desk. VisionSync turns the second year into a clear quarterly rhythm with ownership and progress in one place.
YOUR PLAN, AS ADOPTED
Load the plan with the structure and vocabulary it already has. Strategic directions, goals and tactics become the names on every screen. Each tactic gets one owner, one target and a dated update, so progress rolls up without forcing your team to translate the plan into a new language.
FOR PLANNING CONSULTANTS
A plan that keeps running after your engagement ends
A free sandbox lets clients work in their own structure before anyone signs, so your recommendation rests on their plan, not a demo.
THE QUARTERLY UPDATE
If you’re the one chasing updates every quarter, you know how it goes. Two come back right away, a few more after the follow-up, and someone fills in last year’s template.
VisionSync sends the reminder for you by email and in-app, and again if the update is late. Teams and Slack reminders are in beta.
THE BOARD
Quarterly, at the level of strategic directions, with the exceptions explained by the people closest to the work. The board gets the current view, staff own the tactics underneath, and a chair can check progress between meetings with read-only access.
FUNDERS AND GRANTS
By tagging each outcome or tactic with the grants, funders and programs it serves, program staff update it once and the same progress and comment show up wherever that tag is reported.
COMMITTEES, STANDARDS AND THEMES
Tags cut across the plan’s structure. Tag the tactics a board committee oversees, the ones related to a CARF or COA standard, or a theme like workforce or equity, then filter to that tag and every item comes together.
PROOF
CASE STUDY
Women’s Fund of Omaha
The Women’s Fund moved its strategic plan out of an Excel framework and into VisionSync. Sixty-eight tactics came across, with goals and sub-goals kept exactly as the board approved them.
68
As approved
goals and sub-goals kept
Quarterly
updates posted by staff
Greater Omaha Chamber
A team of 25 went from contract to full rollout in 30 days, implementation and training included, and tracked progress on more than 90% of a 73-initiative plan in 2025.
GETTING STARTED
Before a contract, a free sandbox for 30 to 60 days lets you build part of your plan and judge the fit. Our team loads your framework, organization structure, users and templates, then trains your team on its own plan.
WHAT IT COSTS TO RUN
Every customer gets every feature
There are no feature gates and no premium edition. A nonprofit on the smallest seat tier runs the same platform as a university system, PulseIQ included.
Included
Implementation, training, ongoing support, every feature, and CSV and PDF export. API data access is an optional add-on.
Priced by seat tier
You buy a seat tier rather than individual seats, plus a one-time implementation fee.
Single sign-on setup
A separate one-time fee for integration work. Email and password sign-in is included.
SECURITY AND PRIVACY
SSO through the identity provider you already run, role-based permissions and control over who can see which plans. The accessibility work is aligned to WCAG 2.2 Level AA, and we can send a VPAT and security documentation for your review.
WCAG 2.2 AA
Section 508
SSO and SAML
Role-based access
Domain whitelisting
Plan visibility controls
Encrypted in transit
PulseIQ, in beta
Private by design
Your data stays yours
Plans, initiatives, progress updates and AI conversations are never used to train underlying AI models, and prompts and responses are not shared with third-party AI model providers.
Isolated to your organization
Every request is restricted to your organization’s data, with tenant-level isolation and encryption in transit.
No shared index
Your organization’s information is never pooled with other organizations’ data.
Tied to the person asking
Each request runs under the user’s own organizational identity, and conversations stay private to the person who started them.
ALONGSIDE YOUR OTHER TOOLS
WHAT YOU USE
WHAT IT IS BUILT FOR
WHAT VISIONSYNC ADDS
Excel or the consultant’s workbook
Drafting the plan, and everyone can open it
The same structure with owners, reminders, roll-up and a dated history
Word or PDF plan
Publishing the plan to staff, funders and the community
A live version behind the published one, current every quarter
Project management tools
Tasks and deadlines inside a team
The multi-year plan those tasks serve, reported by strategic direction
Donor CRM
Donors, gifts, the grants pipeline and report deadlines
Progress on the goals that funding pays for, tagged by grant
Case management
Participant records and service data
Program targets, owners and the quarterly explanation behind each number
FAQ
What is nonprofit strategic planning software?
It is software for managing an adopted strategic plan after the planning work is done. VisionSync is strategy execution software: you load the plan your board approved, give each tactic one owner, collect progress on a cadence, and report to the board and funders from current data.
Can VisionSync track both program and operational goals?
Yes. Programs, operations, fundraising and internal capacity can all sit in one plan, each with its own owners, and roll up to the strategic directions they serve. An annual operating plan can also run as its own plan beside the strategic plan.
Can we load our consultant's strategic plan from Excel?
Yes. During setup our team loads your framework, organization structure and users from your plan document. The Women's Fund of Omaha moved 68 tactics from an Excel framework, with goals and sub-goals kept as approved. Bring the file to the demo and we will walk through which parts we load and which your team enters.
Can we use our own names for the layers of our plan?
Yes. Rename any level, add levels if your plan runs deeper, and write a hint for owners at each one. Whatever your board approved, whether strategic directions, priorities, goals, objectives, tactics or action steps, is what VisionSync says.
Who enters the progress updates?
The people doing the work. Each tactic has one responsible owner, who gets reminders by email and in-app, with Microsoft Teams and Slack reminders in beta, and posts progress, a status and a required comment on one screen.
How often should a nonprofit board review the strategic plan?
Most boards look at plan progress quarterly and revisit the plan as a whole once a year. Bridgespan suggests a monthly leadership check-in and a quarterly board presentation. In VisionSync each plan has its own review cycle, and the plan exports at any time for the board packet.
Can VisionSync track grant outcomes against a logic model?
Yes. A grant's logic model can run as its own plan, with outcome, output and activity as its levels and the grant year as its calendar. Program staff update each one against its target with a dated comment, and tags let the same update appear in every funder's report.
Can VisionSync connect to Bloomerang, Raiser's Edge or another donor CRM?
Through the public API, and custom integrations can be built for a fee. Most nonprofits keep donors, gifts and report deadlines in the CRM and use VisionSync for the plan those gifts pay for.
Can a foundation use VisionSync for its own strategic plan?
Yes. A foundation's own plan runs like any other: directions, goals and initiatives with owners, quarterly updates and board reporting. Applications, awards and grantee reports stay in your grantmaking system.
Does it work for a small nonprofit with no planning staff?
Yes. Each person sees only their own tactics, reminders do the asking, and our team loads your plan and trains your staff on it. You need one plan administrator and 2 to 4 hours of leadership time to get started.
How long does implementation take?
Most organizations go from signature to live in 30 to 60 days, including contracting and procurement. That covers discovery, building your plan in your environment, training on your own plan and your first reporting cycle. The free sandbox runs before signature.
Is there nonprofit pricing?
Nonprofit and education discounts may apply. VisionSync is priced by seat tier with a one-time implementation fee, every feature is included, and single sign-on setup is a separate one-time fee. The pricing page explains the process.
How does VisionSync protect our data?
Data is encrypted in transit, access is role-based with plan visibility controls, and SSO works with the identity provider you already run. The accessibility work is aligned to WCAG 2.2 Level AA, and we can send a VPAT and security documentation for your review.
Do we have to use the AI?
No. PulseIQ is in beta, optional and off unless you turn it on. When it is on, it works from your own plan data with tenant-level isolation, and your plans and conversations are never used to train underlying AI models.
We will build a short demo around your strategic directions, your programs and one of your goals, and show it running with owners, a quarterly update and a board report. Thirty minutes, then a free sandbox if it is worth a closer look.
