Simbli Planning Software

Boards that stay closely aligned with their strategic plans not only get more done, they get the right things done. Simbli can help your board improve its strategic alignment by ensuring that everyone can quickly access your plan online at any time, your plan is easily updated to grow with you, and every action is tied to your strategic plan.

Bring Your Strategic and Operational Plans to Life

Strategic planning means more than creating a document that just sits on the shelf. After you build it, you need to work it. Simbli’s Planning software allows for the development of multiple plan types and transforms static plans into helpful guides, showing board members and staff what to focus on, and how their work fits into the bigger picture. Manage, measure, and communicate, and turn long-term plans into everyday action.

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Simbli Planning Software Organizes Your Plan Into Four Sections:

Summary

Add an executive summary, background information, planning information, and more.

Items

Itemize your plan by adding your organization's vision, mission, beliefs, and plan items.

KPI's

Add key performance indicators (kpi's) to be used to measure progress within the plan.

Reports

Create a strategy map, balanced scorecard, goal scorecard, plan packet, and plan export.

Key Benefits

Simplify and improve your planning with Simbli

Simbli’s Planning Software allows for the development of multiple plan types and transforms static plans into helpful guides, showing board members and staff what to focus on, and how their work fits into the bigger picture.

Simbli offers unparalleled flexibility when setting up different types of plans. Customize and manage ALL of your organizational plans to fit your needs including:

  • Strategic and Operational Plans
  • School Improvement Plan
  • Technology Plan
  • Facilities Plan
  • Professional Development Plan

…and many more

Strategic Planning for Boards

Adding and managing your plan data is easy with Simbli’s planning software. Plan editors can use templates and assign specific plan items to share responsibility and ease the burden of updates and upkeep.

  • Create plan and item templates
  • Customize item fields to plan type
  • Assign plan items and KPI’s (Key Performance Indicators) to empower users to manage and update their own items
  • Create and update plan items from outline or spreadsheet views
  • Send notifications to remind team members to update their items and/or KPI’s
Simbli Planning Software - Data Management

Choose from a variety of different reporting and printing options, catering to the specific needs of all your stakeholders.

  • Plan Outline
  • Plan Packet (print full plan to PDF)
  • Key Performance Indicators
  • Strategy Map
  • Balanced Scorecard
  • Goal Scorecard
  • Export Plan to Excel
Simbli Planning Software - Reporting and Printing

Improve visibility and ease of use by showing or hiding sections or specific items of your plans.

  • Customize visibility of sections, plan items, and reports so users see what is relevant
  • Responsive design allows plan access from a mobile device
Simbli Planning Software - Plan Visibility

Simbli’s Planning software integrates with the Simbli Meetings, Policy, and Evaluation software, helping subscribers tie together all aspects of the board’s important work in one place.

Simbli Planning Software - Integration

What They Say

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Get in touch for more information or a personalized demonstration today!