Best Strategic Planning Software for Freelancers

Planview Portfolios is a Strategic Portfolio Management product that helps organizations translate strategy into results, managing investment trade-offs against capacity and financials, governing delivery against outcomes, and operating from a connected view of strategy, work, resources, and outcomes. Forward Planning • Scenario comparison against priorities, constraints, and dependencies, combining manually built scenarios with AI-generated options • Investment prioritization, capacity planning, and demand management • Program and product funding, roadmapping, and financial planning • Forecast versus actuals tracking Outcome-Led Governance • Connected objectives and key results across portfolio, program, and team levels • Strategic missions translated into specific investments • Program management, project planning, and resource management • Process automation, time reporting, and portfolio reporting and dashboards, with out-of-the-box reports and Power BI integration • A governance and visibility layer across delivery modes, giving a unified strategic view of work happening in other Planview products used for Lean-Agile and collaborative execution Contextual Intelligence • A Connected Work Graph mapping relationships between strategy, dependencies, work, resources, and outcomes • Planview Anvi, the AI built into Portfolios, which generates planning scenarios, surfaces status, risk, and sentiment signals for governance, and identifies patterns across the Connected Work Graph • Anvi available through in-app intelligence, Anvi Chat, and Anvi Home • Connections to systems of record across an organization's existing technology stack through Planview Hub Security and Deployment • SOC 2, ISO 27001, and ISO 27701 certification • Data encryption in storage, transit, and backups • Cloud-hosted or on-premise deployment options • Customer data is not used to train AI models and is not shared with other customers or third parties • Planview Anvi operates within the customer's own Planview environment rather than as an external service

Create strategy maps, collaborate on product roadmaps, make SWOT diagrams, create org charts, flowcharts, decision trees, value stream maps, and more. In addition to business diagrams, SmartDraw makes it easy to draw layouts to scale for facilities and operations. No matter what you’re working on, SmartDraw makes it easy to share with your team and collaborate in real time. You get whiteboarding tools for brainstorming and version control. Generate diagrams from data automatically like org charts, AWS, Azure, PI Boards, and more and use natural language text prompts to make diagrams with AI. Best fit for mid-size businesses who need to align IT strategy, operations, HR planning, product development, process improvement, and facilities & expansion planning.

SOPlanning is an online planning tool for your projects and resources. You can create tasks for your collaborators or allow them to access the planning and have a complete view of your activity, by project or by a person. Any type of activity can be a concern, any business needs planning! Many filters and views are available to see what you want, and you can define rights that will allow your employees to access only the tasks you want. Test our free demo for 30 days, this will let you validate whether the display of SOPlanning meets your needs, our team is at your disposal to answer your questions. Unlike a classic agenda (google agenda or outlook), SO Planning allows you to have real staff management on the internet via your computer or your phone. You can work by service, and organize your project very simply. Managing schedules in multiple teams is thus easy, a global dashboard helps you visualize the complete schedule of your project.

Keep your team's minds in sync with Miro (formerly RealtimeBoard and AWW app). A virtual whiteboard and remote collaboration tool, Miro helps cross-functional teams work more efficiently together to build great things. The platform allows teams to ideate, visualize, and share ideas without any boundaries. It comes with over 200 pre-made templates for capturing and visualizing ideas, collaboration tools such as comments, chat, screen sharing, and video chat, and integrations with popular business tools. Miro AI. You and your team, supercharged. You're here to create the next big thing and we're here to help. Unlock the power of your ideas with Miro AI – your new launchpad for creativity, collaboration, and productivity.

monday AI work platform is an AI-powered work management and collaboration platform that enables organizations to manage projects, operations, workflows, and business processes through a centralized digital workspace where people and AI agents work together. The platform combines workflow automation, project management, team collaboration, and AI-driven execution tools to help businesses streamline operations, automate repetitive tasks, and improve productivity across departments such as marketing, sales, IT, HR, operations, and product management. monday AI work platform supports customizable workflows, dashboards, integrations, automations, and AI agents that can perform tasks such as research, reporting, meeting management, risk analysis, process optimization, and workflow orchestration within a secure enterprise-ready environment.

Asana is a collaborative work management platform that brings teams, projects, and goals together in one centralized workspace. It helps organizations plan, track, and deliver work more efficiently by connecting daily tasks to strategic objectives. With built-in AI capabilities, Asana reduces manual effort by automating updates, surfacing insights, and keeping work on track. The platform supports teams of any size, from small businesses to large enterprises, across a wide range of use cases. Asana integrates with over 300 popular business tools, making it easy to fit into existing workflows. Strong security, compliance options, and Asana Gov make it suitable for regulated industries and government agencies. Trusted by a majority of Fortune 100 companies, Asana is designed to scale as organizations grow.

Jira is the only project management tool you need to plan and track work across every team. Jira by Atlassian is the #1 software development tool for teams planning and building great products. Trusted by thousands of teams, Jira offers access to a wide range of tools for planning, tracking, and releasing world-class software, capturing and organizing issues, assigning work, and following team activity. It also integrates with leading developer tools for end-to-end traceability. From short projects, to large cross-functional programs, Jira helps break big ideas down into achievable steps. Organize work, create milestones, map dependencies and more. Link work to goals so everyone can see how their work contributes to company objectives and stay aligned to what’s important. Your next move, suggested by AI. Atlassian Intelligence takes your big ideas and automatically suggests the tasks to help get it done.

GanttPRO is online Gantt chart software that helps single users and teams plan, schedule, and manage their projects. The project planning tool allows project managers and teams to create and assign tasks, track progress, work with tasks dependencies and milestones. Also, this Web-based Gantt chart tool is used to efficiently manage resources and cost as well as collaborate with teams, and share plans with third parties even not registered in the app. As of August 2022, 800K+ users had registered in GanttPRO. The software is used by teams from world-known companies such as Salesforce, Sony, HubSpot, NASA, GitHub, DHL, Vodafone, and others.

Ayoa takes online collaborative whiteboards to new heights. By seamlessly blending idea generation, task management and team collaboration features, Ayoa goes beyond convention and provides a platform for teams to work together and cultivate knowledge that can be used to drive success. The Ayoa way of working gives users the speed and fluidity to capture and grow great ideas, instantly action them and develop better working practices. Our flexible features allow teams of any size to do it all, whether it’s planning a project, conducting effective meetings, or anything in between.

nTask is an online project management platform, known for pioneering simplified work management. The platform helps to get more done while meeting all of the quality standards of industries. nTask is extensively customizable, and one of the most affordable in the industry. nTask is designed for all-sized teams and industries. Over 200,000+ companies trust nTask globally for managing campaigns, sprints, product development, inventory, clients, company goals & targets, and much more. nTask enables faster project completion through one platform that enables all team members to work efficiently without shuffling through multiple apps and has all the tools necessary for project management, such as custom fields, financial summary, task management, risk management, issue tracking, Gantt charts, Kanban boards, team collaboration, documents sharing, to-do lists, project planning, resource allocation, time tracking, timesheets module, roles/permissions, and workspace customizations

Pacer is a user-friendly Project / Task Management tool for projects & pre-openings with multiple people or locations, keeping clones / templates connected to provide powerful analytics to optimize outcomes. The need to rollout initiatives with "speed to market" is evolving faster than ever and companies need to act now to meet the heightened expectations of their customers. Implementing enterprise-wide change requires agility, accountability, and reliability; achievable when using the right tools. 4MyRollout optimizes how change and innovation is enacted, tracked, and iterated upon. We appreciate the unique needs of these types of projects, unlike mass-market project management apps. We understand that each location has its own differentiators; the relationships between above property and on location users; and the complexity of opening new locations. We appreciate our end users are not tech experts and they need an app that requires little to no training.

Increase productivity among team members with Hive. Hive is a powerful project management and collaboration platform that offers a plethora of features in one robust solution. The platform comes with transparent project management tools, team communication, easy file storage and sharing, time tracking, and app integrations.

Kochava is a real-time data solutions company offering a comprehensive growth stack of solutions for data-driven advertisers. We empower advertisers to measure what matters with tools that deliver better insights and actionable data in one operational platform. Advertisers can map their growth journey with Kochava, leveraging mobile measurement partner (MMP) services, a next-generation marketing mix modeling (MMM) SaaS platform, and a premium platform for search ads automation and app store optimization (ASO). Kochava's MMM SaaS and search ads automation/ASO platforms work with advertisers using Kochava or any other MMP. With a culture of customer-driven innovation, dedication to data security, and the most powerful tools in the ecosystem, Kochava is trusted by top brands to harness their data for growth. Headquartered in Sandpoint, ID, the company has offices globally.

Toggl Plan makes for happy, stress-free, and profitable teams. Even when juggling multiple projects. With Toggl Plan you can quickly create color-coded timelines of availability, projects and deadlines. If plans change? Just drag, drop, and get on with your day. Work timelines help you understand how busy your team is, how work is progressing, and where there’s room for new projects. Toggl Plan ensures everyone has the right amount of work and deadlines are spread out. Timelines can be shared with two clicks, which makes updating clients & stakeholders a breeze. Managing your team's work with Toggl Plan is simple, quick, and bloat-free.

airfocus offers a modern and modular product management platform. It provides a complete solution for product teams to manage and communicate their product strategy, prioritize their work, build roadmaps, and connect feedback to solve the right problems. Designed with flexibility in mind, airfocus allows you to quickly customize the platform to fit your needs without disrupting the way your team works. Join thousands of global product teams who use airfocus to make better decisions and build outstanding products. Start your 14-day trial now.

IBM Planning Analytics, powered by IBM TM1®, is an integrated planning solution designed to promote collaboration across the organization and help keep pace with the speed of modern business. With a powerful calculation engine, this enterprise performance management solution helps you move beyond the limits of spreadsheets, automating the planning process to drive faster, more accurate results. Simplify oceans of data by unifying data sources into one single repository and empowering users to build sophisticated, multidimensional models that drive more reliable forecasts. Forego time-consuming, error-prone planning in favor of an automated, more reliable planning process designed for real business. Break down siloes, unify data, and synchronize planning across the organization to reveal the full picture and drive integrated plans. See the impact of your decisions before making them using what-if scenarios. Plus, adjust plans in real-time to adapt to change.

KPI Fire is business improvement software that helps organizations manage and quantify improvement projects that support strategic objectives and key performance metrics. KPI Fire is ideal for companies driving a Continuous Improvement, Operational Excellence, Lean, Six Sigma, or Cost Savings Initiative. KPI Fire provides a simple way for companies to be accountable for investments of time and money into cost savings or improvement initiatives. Use Cases include: Managing a Cost Savings Portfolio and Projects, Strategy Execution & Business Reviews, Increase Employee Engagement and Engage Employees Ideas for Continuous Improvement, Manage a Continuous Improvement Green Belt Program, Operational Excellence.

An online whiteboard for teams to collaborate. Ideate, share, discover. Build and riff on ideas together. Communicate more ideas with sticky notes. Dot vote, stamp, emote, draw, or chat to react with soul. Use markers, shapes, and connecters to organize your thoughts and show how they work together. Document journeys and systems with out-of-the box shapes and connectors that snap to the grid. Easy to learn and intuitive to use, FigJam keeps you and your team flowing and jamming. FigJam and Figma live side-by-side, so all design work, from ideation to execution, can be found in one place. And, teammates can leverage design libraries in FigJam to create artifacts that are consistent and on-brand. Emote with quick expressions without cluttering your FigJam workspace. Use stamps to vote for ideas, share the love, or note where follow-up is needed. Cursor chat gives you a quick way to share thoughts when jamming live. Use default library assets or your own components to customize your work.

Build accurate planning models faster, reduce errors, and drive better decision-making. Your business is dynamic, so your planning and forecasting environment should be as well. That's why we built world-class scale, speed, and flexibility into the modeling and forecasting capabilities of Workday Adaptive Planning. Harness world-class modeling to stay ahead in finance, sales, workforce planning, and beyond. Plan as a team and adapt with agility with built-in collaboration. Drive business performance with interactive dashboards, data visualizations, and charts that are easy to create, personalize, and share. Access easy-to-use management, financial, and sales reporting software—all in the cloud. Deliver stunning, instantly updated management reports with the Microsoft Office Suite and OfficeConnect. Easily connect to ERP, HCM, CRM, and other data sources for fast, reliable, and accurate business planning.

Work easier with your team. Want to discover WeKowork? Try WeKowork in beta and free version on app.wekowork.com. You can already take advantage of many features to easily manage your projects. Task management tool – Wekowork is 100% adaptable to your project. Share with your colleagues, friends or customers the progress of your project. Then become Koworkers thanks to the first project management tool including all the key features for an effective PMO. Define together the objectives of your project as well as the roles of each and the key milestones. This gives you an overview of your work and the progress of each task. Project management applications : simplify your project planning. Build your project through our application and let yourself be guided by the proposed key steps. Indeed, you can create lists of actions to be done by theme, assign them to members of your project team, indicate key dates and deadlines, status, risks.

Put your strategy front & center, available to everyone and connected to daily activities to make sure you hit those ambitious goals! Strategy isn’t a hierarchy, it’s “we’re all in this together”. Drive synergy across every team in the organization. Every objective, project & KPI in one place. Top-down structure meets bottom-up energy. Radical transparency. Genuine accountability. Visualize your entire organizational activity, finally! Whether you have one plan or multiple plans across teams, Cascade gives you alignment and trackable results to help you grow! At Cascade, we are helping thousands of organizations run their business strategies and achieve their ambitious results! Simple enough for first-time strategists, with the sophistication and flexibility to meet the needs of large enterprises, we make big plans happen. Work with our off-the-shelf setup, or go to town on adding custom fields and templates to create the perfect blueprint for your strategy.

Transform your product planning with Assiduity - your comprehensive solution for business planning. Our platform combines precision market research, realistic financial modeling, and dynamic business plan templates to make your products more desirable, viable, and feasible. Define product requirements efficiently and make data-driven decisions with confidence. Whether you're a startup or an established business, Assiduity scales to your needs, providing an intuitive, user-friendly experience. Plus, enjoy expert consulting and product development services every step of the way. Maximize your returns and minimize risks with Assiduity. Experience a new standard in business planning today.

Smart Software is a leading provider of demand planning, inventory optimization and supply chain analytics solutions headquartered in Belmont, Massachusetts, USA. Founded in 1981 Smart has helped thousands of customers plan for future demand utilizing industry-leading statistical analytics. Smart Inventory Planning & Optimization (IP&O) is the company’s next-generation suite of native web applications, helping inventory carrying organizations reduce inventory, improve service levels and streamline Sales, Inventory, and Operations Planning. Smart IP&O, hosted on Amazon Web Services, is a Digital Supply Chain Platform driving three applications: demand planning, inventory optimization, and dashboard reporting. Smart IP&O functions as a transparent extension of our customers’ ERP systems of choice, receiving daily transaction data and returning forecasts and inventory policy values to drive replenishment and production planning.

Quantive empowers modern organizations to turn their ambitions into reality through strategic agility. It's where strategy, teams, and data come together to drive effective decision-making, streamline execution, and maximize performance. As your company navigates today’s competitive landscape, you need an Always-On Strategy to continuously bridge the gap between current and desired business outcomes. Quantive brings together the technology, expertise, and passion to transform your strategy and playbooks from a static formulation to a feedback-driven engine for growth. Whether you’re a fast-growing scale-up, a mid-market business looking to conquer, or a large enterprise looking for innovation, Quantive keeps you ahead – every step of the way.

A complete set of financial analysis and strategic planning tools that create a clear path to growth. The best strategies are informed by a single source of truth about your business. If you're manually flipping between platforms to get financial data to inform your strategy, not only are you doing more work than necessary, you’re not seeing the whole picture. Maus is a complete suite of business planning and financial analysis tools that help make the big picture obvious. When you’re working with a single source of truth for data in your business, you can create strategies that are focused on specific data that inform actionable insights. Create a unified vision for your business that drives future initiatives towards success. Create detailed plans that explore the next 5 years of your business and showcase how you can grow. Maus lets you create business plans, run business analyses to discover areas for growth, and make connections that lead you in exciting new directions.

Strategic planning software that automates strategy maps and KPIs. Free plan is available for small projects. 30+ templates with KPIs and strategy map for different niches. Audit your strategy scorecard, find possible problems and fix them during the early stages before they result in bigger issues. We share the best ideas about strategy execution and KPI challenges in the articles section. Need something more tangible? Check out the “Examples” section. Find KPIs that had the biggest gain/loss, the most important indicators, forecast metrics using historical data. Customizable BI dashboards help to track important metrics. Use built-in templates for different business challenges. Ensure effective corporate governance, risk management, and compliance – use the GRC template as a starting point. Scale the prototype of your strategy scorecard from spreadsheet to professional software.

Praxie is an AI-powered business automation platform designed to help organizations quickly build, deploy, and scale digital apps, workflows, and dashboards across every department. It offers full access to hundreds of customizable, ready-to-use applications that support functions such as Finance, HR, IT, Sales, Marketing, Operations, Supply Chain, Production, Quality, Safety, and executive leadership. Praxie enables users to select an app from its library or simply describe what they need to instantly generate tailored business solutions. The platform uses AI-driven insights to improve visibility, decision-making, and operational performance. Teams can manage audits, KPIs, project execution, compliance, onboarding, scheduling, and reporting within a single unified environment. Praxie supports proven frameworks including Lean, Six Sigma, DMAIC, Kaizen, OKRs, and continuous improvement methodologies.

Jibility is a visual strategic planning tool, designed to help business architects build capability-based roadmaps fast. Core features include: - Capability and value stream mapping - Measures (KPI) tracking - Visual linkage between challenges, objectives and initiatives - Interactive prioritization matrix - Cost and benefit estimation - Enterprise-grade security (SSO, dedicated environment, regional hosting) As a lightweight alternative to traditional enterprise architecture tools, Jibility makes it simple to achieve strategic alignment across your organization. Our platform emphasizes clarity, with a simple interface and business-friendly language directly tied to outcomes and strategic objectives. Jibility is built on the proven, capability-based Jibility Steps® framework: six phases that start with identifying key challenges and lead to a clear, actionable roadmap.

OGSM Software is a strategic planning and execution platform that helps organizations align goals, strategies, and actions within a single connected system. It replaces scattered PowerPoints and spreadsheets with a centralized workspace that tracks performance in real time. Users can link objectives, KPIs, and projects to visualize progress and measure impact instantly. Built-in automation ensures teams receive update prompts, saving time and improving accountability. The platform integrates with tools like Microsoft Tasks and Power BI, offering dashboards and visual reports for data-driven decisions. Designed for simplicity and scalability, OGSM Software empowers organizations to execute strategy efficiently and stay focused on measurable results.

Core-Strategy bridges the gap between the organization's strategy, goals, objectives, strategic initiatives and execution. It enables leaders to have increased visibility into the Organization's capabilities, resources and limitations when investing, divesting, prioritizing, or undertaking transformative technology changes. Core-Strategy Helps Our Customers To Gain Real-Time Intelligence (Alignment, Accountability, and Progress) of The Organization's, Teams and Personal Goals, Objectives, and Strategic Initiatives. We help to translate and map organization strategy with its mission and technical capabilities, which further serves as the foundation for understanding dependencies and constraints for increased execution success.