Reporting and Accountability
Effortless accountability
A complete report, from strategic plan down to each task
Your plan's full structure, indicators and progress, brought together in one document.
Planivore builds your reports from the data your teams already enter: orientations, objectives, means, actions and tasks, with their owner, priority and progress rating. No compiling, no re-entry: when an action moves forward, the report moves with it.
Choose which plan levels to show and which indicators to include, then filter by department, period or stakeholder. Export a navigable PDF for your board, or share a link secured by two-factor authentication, valid for as long as you decide.
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2In advance
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1Satisfying
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4To be monitored
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3Problematic
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2Very problematic
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Satisfying
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38%
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Important
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To be monitored
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33%
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Important
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A report for every need from action tracking to indicator history
See your actions and their tasks on a quarterly timeline, with their progress. Overlapping or slipping deadlines stand out at a glance.
| 2027 | ||||
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| Title | Q1 | Q2 | Q3 | Q4 |
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Assess training needs
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Roll out the continuing education program
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This year's actions, their tasks and progress, tracked in one place.
| Progress | Actions > Tasks | |
|---|---|---|
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75%
Important
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Personal and logistical preparation
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49%
Important
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49%
Important
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49%
Important
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Personal and logistical preparation
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49%
Important
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One card per action: owner, health status, labels, links to the strategic plan, indicator and notes. Everything a follow-up meeting needs, on a single page.
| Progress | Actions > Tasks | |
|---|---|---|
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49%
Important
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Create a collaborative platform (e.g. Teams/SharePoint) for sharing
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Owner
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Julie Julien
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Labels
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Label #1
Label #2
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Linked elements
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3.1. Implement technology tools and methods to improve organizational and educational processes
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4.2. Implement technology tools and methods to improve organizational and educational processes
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Custom indicator
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Health status
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Notes
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Choosing the right platform is crucial
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Track how each indicator evolves period after period against its target. Archive a report at a specific date to keep an accurate snapshot of progress.
Report on your strategic plan with the progress of every objective
Each orientation opens with its progress scale and the breakdown of progress ratings (in advance, satisfying, to be monitored, problematic) before detailing its objectives. Your board sees at a glance where the plan stands, then drills down wherever it matters. The same report is produced in French and English from the same data.
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2In advance
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1Satisfying
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4To be monitored
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3Problematic
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2Very problematic
| Progress | Objectives > Intentions > Means | |
|---|---|---|
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75%
Important
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75%
Important
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75%
Important
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Indicators that feed your reports
Progress, priority and progress rating are built into every level of the plan. Add your own indicators (gauge, traffic light, number or pictogram) with their target and update frequency. They sync automatically with your reports: values are always current, with no re-entry.
They trust us
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?
No. Planivore builds your reports from the data your teams already enter: orientations, objectives, means, actions and tasks, with their owner, priority and progress assessment. When an action moves forward, the report moves with it.
Yes. You choose which plan levels to show and which indicators to include, then filter by department, period or stakeholder.
Yes. You can export a navigable PDF, for example for your board of directors.
Yes. The sharing link is secured by two-factor authentication and stays valid for as long as you decide.
Yes. The same report is produced in French and English from the same data.
Yes. You can archive a report at a specific date to keep an accurate snapshot of progress, and track how each indicator evolves period after period against its target.
You can see your actions and their tasks on a quarterly timeline, where overlapping or slipping deadlines stand out at a glance, or produce one card per action with its owner, health status, labels, links to the strategic plan, indicator and notes.