Nonprofits and Foundations
Planning, action tracking, governance and reporting: a platform built for nonprofits
Nonprofits and foundations
Nonprofit organizations and foundations
A platform built for the realities and mission of nonprofits
Nonprofits face a unique set of constraints: small teams, limited resources, multiple funders each with their own reporting requirements, and a board that expects a clear view of strategic progress.
Planivore provides a single environment to structure the plan, track actions and projects, and quickly generate reports for the board and funders. What used to take days now takes a few clicks.
Features
Features designed for the reality of nonprofits
A strategic plan sized for your team
No need for a complex structure. Configure your plan with 2, 3 or 4 levels depending on the granularity you need (e.g., strategic directions, objectives, measures) and adapt the terminology to your own vocabulary. The dashboard gives you an overview at a glance.
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Strategic plan 2024-2028
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1. Process automation
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1.1 Continuous process improvement
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1.1.1. Implement collaborative project management tools
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All your actions and projects tracked in one place
All actions and projects roll up to the strategic plan. Each action has a lead, tasks, deadlines and budget tracking.
List, column and Gantt views give you the perspective you need. For a small team, it's the assurance that nothing falls through the cracks.
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Assess training needs
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Roll out the continuing education program
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Reporting to the board of directors in just a few clicks
Your board expects clear reports on strategic progress. Planivore generates progress reports, periodic reviews and summary views from data already entered.
Board meeting preparation drops from several days to a few hours, with fresh, reliable information for decision-making.
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25%
Important
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Launch a monthly internal newsletter and a communications ritual
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Linked item
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1.3.2. Develop effective internal communication
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Reports tailored to funders' requirements
Every funder has its own requirements: specific indicators, periods, format. Filter reports by project, focus area or indicator to produce exactly what each funder asks for.
Actions, expenses and results remain traceable at all times, which safeguards your relationships with granting organizations.
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1
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Strategic and operational review
Strategic planning
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Strategic plan 2026-2031
3-level strategic plan
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3
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Progress tracking
Strategic planning
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Strategic plan 2026-2031
3-level strategic plan
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2
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Strategic plan – overview
Strategic planning
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Strategic plan 2026-2031
3-level strategic plan
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4
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2026 action plan – list of actions
Action plan
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2027 action plan
Action plan
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Clear governance for small teams
Each action has an accountable lead and can have contributors. The terminology adapts: nonprofits often talk about teams rather than departments.
Granular permissions let you share specific plans with the board or a particular committee without exposing everything.
Integration with your Microsoft environment and information security
Single sign-on (SSO) through Microsoft Entra ID (Azure AD) with your work account. You can also attach SharePoint links anywhere in Planivore to connect your plans, actions and indicators to your reference documents. SSO means one less password to remember, and SharePoint links keep your documents just a click away.
When it comes to security, Planivore data is hosted in Canada on OVHcloud infrastructure, whose Canadian data centres are covered by ISO 27001 certification. The platform also offers granular permission management.
Microsoft Entra ID
Keep exploring features and pricing
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See Planivore at work in your organization
Book a demo: we'll show you, based on your own challenges, how Planivore structures your plans, tracks your KPIs and simplifies your reporting.
Questions?
Yes. No need for a complex structure: you configure your plan with 2, 3 or 4 levels depending on the granularity you need and adapt the terminology to your own vocabulary, for example by talking about teams rather than departments. The dashboard gives you an overview at a glance.
Planivore generates progress reports, periodic reviews and summary views from data already entered. Preparing for board meetings goes from several days to a few hours, with fresh, reliable information for decision-making.
Yes. Every funder has its own requirements: indicators, periods, format. You filter reports by project, focus area or indicator to produce exactly what each one asks for. Actions, expenses and results remain traceable at all times.
Yes. Each action has a lead, tasks, deadlines and budget tracking, and all actions and projects roll up to the strategic plan. List, column and Gantt views give you the perspective you need, so nothing falls through the cracks.
Yes. Granular permissions let you share specific plans with the board of directors or a particular committee without exposing the rest. Each action keeps an accountable lead and can have contributors.