Strategic Planning Software

Strategic planning software where your plan stays connected to delivery

StrategyWorks is strategic planning software that structures your vision, objectives and OKRs in a live platform, then connects every element to the programmes and projects delivering them. Your plan is not a document. It is a live system.

Our customers include

John Lewis Bank of England Christie's BMA Blue Cross Corserv City & Guilds SBCI Aberystwyth University Jaguar Land Rover John Lewis Bank of England Christie's BMA Blue Cross Corserv City & Guilds SBCI Aberystwyth University Jaguar Land Rover

Most strategic plans do not survive contact with reality

The strategy is well-formed. The objectives are clear. The plan is approved. Then delivery begins. And the plan sits in a deck while the organisation runs on spreadsheets, emails and project tools that have no connection to what was agreed. Six months later, a review meeting reveals that three strategic priorities have made no progress, and nobody noticed.

The problem is not the planning. The problem is that the plan is not a live system. StrategyWorks makes it one.

The plan is a document, not a system

Strategic plans produced in PowerPoint or Word are static by design. They capture intent at a moment in time and immediately begin to age. Nobody updates the slide deck as delivery progresses. The plan and reality diverge from week one.

No connection to delivery

The strategic plan sits in one system. Delivery runs in another. There is no formal link between a strategic objective and the programmes meant to deliver it. Teams work hard without anyone knowing whether their effort is serving the strategy.

Planning and review are separate events

Annual planning and quarterly reviews happen in isolation from real delivery data. Leaders review progress from manually compiled packs. Strategic decisions are made without seeing the actual state of delivery beneath them.

Full strategy hierarchy

Structure your strategy from vision to OKR

StrategyWorks provides the full planning hierarchy: vision, mission, strategic themes, strategic objectives, OKRs, and KPIs. Every level is connected. Every element has an owner.

The OKR tier is free for qualifying organisations, with no per-seat fees, unlimited users, and a full accountability and RACI model built in. Start your strategic plan without a budget conversation.

Strategic planning hierarchy
Vision
Be the market leader in sustainable logistics
Strategic objective
Reduce carbon intensity by 40% by 2027
KR: Fleet electrification rate 62%
KR: Route optimisation score 41%
Planning meets delivery

Connect your plan to the work that delivers it

With StrategyWorks Platform, each strategic objective and OKR connects to the portfolio of programmes and projects beneath it. The plan is not a separate artefact from delivery. It is the same system.

Leaders can see which objectives are well-resourced, which are under-invested, and which are drifting from intent: in real time, without requesting updates.

Objective coverage view
Grow UK market share
4 initiatives
68% of milestones on track
Launch B2B product tier
2 initiatives
31% of milestones on track, attention needed
Bespoke setup

Designed for how your organisation works, not ours

StrategyWorks includes bespoke organisation setup and design on every plan. Every label in the platform can be renamed to match your terminology. If you call strategic objectives "pillars", themes "horizons" or programmes "workstreams", StrategyWorks reflects that.

Enterprise customers get a dedicated strategy design service delivered by Shapecast, helping structure the plan itself, not just the software.

Customised terminology
Default: "Portfolio" Your label: "Workstream"
Default: "Strategic objective" Your label: "Pillar"
Default: "Programme" Your label: "Initiative"
Every label. Every level. Renamed to match your language.
£0
for the complete OKR and strategic planning tier. Free for qualifying organisations
users on every plan. No per-seat fees, ever
1
connected hierarchy from vision to project delivery
£35
per initiative per month for Platform, planning plus full delivery management

What is strategic planning software?

Strategic planning software is designed to help organisations structure, document and actively manage their strategic intent. At a minimum, it provides a place to formally record the vision, mission, strategic objectives and measurement framework (OKRs, KPIs). At its best, it connects those elements to the delivery portfolio responsible for bringing the strategy to life, and keeps the plan alive through continuous progress tracking.

The market for strategic planning software ranges widely. At one end, strategy planning tools are essentially structured document editors, they help you produce a well-formatted plan but offer no live connection to delivery. At the other end, platforms like StrategyWorks treat the strategic plan as a live system: objectives are connected to OKRs, OKRs connect to programmes, programmes connect to projects, and progress flows upward through the hierarchy automatically.

The distinction matters because a plan that is not connected to delivery becomes irrelevant quickly. Organisations that use document-based planning tools often find that the strategic plan and the operational reality diverge within weeks of the planning cycle completing. Strategic planning software that maintains a live connection to delivery prevents that divergence by design.

What good strategic planning software should do

Structure the full planning hierarchy. Vision and mission sit at the top. Strategic themes or pillars group related objectives. Strategic objectives define what success looks like. OKRs provide the quarterly measurement framework. KPIs track the indicators that matter most. Good strategic planning software supports this full hierarchy, not just a flat list of goals.

Assign accountability at every level. A strategic plan without named owners is a wish list. Strategic planning software should support ownership and accountability at every level of the hierarchy, with RACI frameworks, contributor roles and escalation structures built in.

Connect to delivery. The strategic plan should not exist in isolation from the delivery portfolio. Every objective should be traceable to the programmes and projects that are meant to deliver it. Without that connection, the plan is a statement of intent, not a managed process.

Support the planning cycle. Strategy is not set once and then ignored until next year. Good strategic planning software supports the full cycle: annual planning, quarterly OKR setting, monthly KPI review, and quarterly strategy review. Each stage should use the same data as the last. Not a separately compiled pack.

Speak the organisation's language. Every organisation uses different terminology for its strategy. What one organisation calls a "strategic pillar", another calls a "theme" or "horizon". Good strategic planning software allows terminology to be customised at every level, so the platform reflects the language leaders already use.

Signs your strategic planning process needs dedicated software

StrategyWorks replaces all of this with a single live platform. The OKR tier is free for qualifying organisations. Book a demo to see the full planning hierarchy in action.

Frequently asked questions

What is strategic planning software?

Strategic planning software helps organisations structure and document their strategic intent, vision, mission, strategic objectives, OKRs and KPIs, in a formal system. The best strategic planning tools go further, connecting that intent to the delivery portfolio responsible for turning it into outcomes.

How is strategic planning software different from project management software?

Project management software tracks tasks and timelines within individual projects. Strategic planning software sits above the project layer: it structures the strategic intent and connects it to the portfolio of work meant to deliver it. StrategyWorks does both, it is a strategic planning tool and a delivery platform in a single connected hierarchy.

What should strategic planning software include?

Strong strategic planning software should support: a full strategy hierarchy (vision to objective), OKR and KPI tracking, connection to the delivery portfolio, accountability and ownership at each level, live progress visibility, and risk management. Spreadsheets and slide decks handle none of these well at scale.

How does StrategyWorks support strategic planning?

StrategyWorks structures your full strategic hierarchy. From vision and mission through strategic objectives, OKRs and KPIs, in a live platform. Each element connects downward to the portfolio of programmes and projects responsible for delivery. The plan is not a static document: it updates as delivery progresses.

How much does strategic planning software cost?

StrategyWorks OKR tier, which covers the full strategic planning hierarchy including vision, objectives, OKRs and KPIs, is free for qualifying organisations, with no per-seat fees. The Platform tier adds portfolio delivery management at £35 per initiative per month.

Can strategic planning software support different planning frameworks?

Yes. StrategyWorks is framework-agnostic. It supports OKRs, balanced scorecards, OGSM (Objectives, Goals, Strategies, Measures), strategic themes and custom goal structures. Every label in the platform is customisable, so organisations using different strategic planning methodologies can configure StrategyWorks to reflect their terminology and hierarchy.

Does strategic planning software replace our strategy consultants?

No. Strategic planning software provides the system for managing the strategy. Not the expertise for designing it. StrategyWorks is built by Shapecast, a strategy execution consultancy. Enterprise plans include access to the strategy design service, which supports the design of the strategy itself. Most organisations benefit from both: expert support for the planning process and a robust platform for managing its execution.

How does strategic planning software handle annual planning cycles?

StrategyWorks supports the full planning cycle. At annual planning, the strategic hierarchy is set or refreshed, OKRs are established for the coming year, and ownership is confirmed. Through the year, quarterly OKR reviews update progress and reset priorities. The platform maintains continuity between planning cycles, so the organisation does not start from scratch each year.

What is the difference between strategic planning software and strategy management software?

Strategic planning software focuses on structuring and documenting the plan. Strategy management software focuses on managing strategy continuously through a review and adaptation cycle. StrategyWorks covers both: it provides the structure for planning and the live management capability for ongoing execution. Most organisations need both functions in the same system.

How many users can access strategic planning software?

StrategyWorks has no per-seat fees on any plan. Unlimited users can access the platform, including the executive team, board members, strategy function, delivery leads and external advisors. The OKR tier is free for qualifying organisations with unlimited users. There is no cost barrier to giving everyone who needs visibility of the strategy access to the platform.

Related

Strategy execution platform Strategy management software Strategy implementation software

Build a strategic plan that stays connected to delivery

Book a demo to see the full planning hierarchy. From vision to OKR to portfolio: a single live platform.

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