One plan, one department, a handful of owners who all know each other. Guided setup and a group training session.
PRICING & PROCESS
Priced around your rollout, not a checkout page.
◆ Nonprofit & public-sector rates
◆ Annual or multi-year terms
YOUR QUOTE HAS THREE LINES
01
Implementation & training
Paid once based on seat tier. Configuration, moving your plan over, certifying your admins, workshops for the people who’ll live in it.
02
Platform access
Monthly, set by the user tier you land in. Count everyone who’ll have a login, including view-only roles.
03
SSO / SAML — optional
A one-time integration fee, usually folded into the implementation so it’s one line on the PO.
Find your seat tier
Drag to roughly how many people will need a login — owners, contributors and the leaders who read the dashboards. Tiers are set once a year, not metered month to month.
Everyone gets their own login, no sharing. Move up at renewal without rebuilding anything.
Get a quote for Team →Multi-year plans that need to roll up, owners across functions, and a quarterly review that has to hold together.
Board-ready reporting, accreditation evidence pulled without a scramble, SSO, and a success manager who knows your calendar.
Multi-campus or multi-entity structures where each unit plans its own way but leadership still needs one view.
IMPLEMENTATION
What the first month looks like from your side of the table
Nobody hands you a login and wishes you luck. A named implementation lead runs this with you, and everything below is covered by the one-time fee.
Pete Thompson · SVP Operations & Research, Greater Omaha Chamber
30
days to adoption
73
initiatives tracked
90%+
plan progress visible
FIRST WEEK
We learn how you actually plan
· We read the plan you already have, however it’s written
· Whoever really owns each piece gets named out loud
· You leave with a dated schedule and one point of contact
CONFIGURATION
Your plan moves in
· Goals, KPIs and initiatives migrated out of the spreadsheets
· Departments, permissions and rollups built to match your org chart
· SSO and directory sync wired up with your IT group, if in scope
· You get a sandbox with your real plan in it for testing
TRAINING
Everyone learns their own part
· Admin certification for the people who’ll run the system
· Owner workshop on updates, evidence and cadence
· Recordings and a one-page guide stay with you
GO LIVE
The plan starts reporting on itself
· Owners update on the plan rhythm, with automated reminders doing the chasing
· Leadership pulls an executive summary instead of requesting one
· Quarterly check-ins start, and stay for as long as you’re with us
Support isn’t a tier
Email and in-app help, quarterly check-ins and every product update are part of platform access. There’s no premium queue to buy your way into.
Training that survives turnover
Role-based workshops during the rollout, recordings you keep, and a refresh session each year for new staff and the next planning cycle.
SSO on your IT team’s terms
SAML with Okta, Entra ID, Shibboleth or Google, scoped once with your identity group for a one-time fee — nothing recurring.
FAQs buyers actually ask
Why isn’t pricing on this page?
Because scope is most of the cost. A single per-seat number would misprice a twenty-person chamber and a four-campus system at the same time. We share full figures on the first call, in writing.
How do we know which seat tier we’re in?
Count everyone who’ll have a login, including the leaders who only read dashboards. If you land near the edge of a seat tier we’ll tell you which side you’re on and why before anything is signed.
Can we phase the rollout by department?
Most larger institutions do. We start with the units that are ready and move your band as more people come online.
Are there public-sector or nonprofit rates?
Yes — higher education, health systems, municipalities and 501(c)(3) organizations. Mention it on the call and it’s applied to the quote.
Can you get through our security and accessibility review?
We keep a current VPAT and build to WCAG 2.1 AA, so your accessibility review has something real to work with instead of a promise. Access is role-based and we support SSO, which means people see what their role should see and IT keeps control of provisioning.
How much of our team's time does this take?
About 8 to 16 hours total across everyone involved, spread across an 8 to 12 week implementation. Leadership spends 2 to 4 of those hours on plan review and org mapping, and your planning team carries the rest in configuration sessions. We handle the setup, the configuration and the training around that. IT only gets involved for initial procurement and SSO, otherwise we handle the rest.
Know where you stand — whether you’re 10 or 10,000
Half an hour, your own structure on screen, and honest figures for your band and rollout.