The complete platform for strategic planning — pre-work surveys, live facilitation, AI-assisted notes, and polished deliverables ready to share.
Pre-Work Surveys
Survey participants, gather CEO input, and compile a research workbook before day one.
Live Facilitation
Run SWOT, dot voting, stress tests, and 20+ exercises with private submit-and-reveal.
Polished Deliverables
One-pager, narrative, placemat, and town-hall deck — generated directly from plan data.
3
Plan Types
20+
Live Exercises
5
Deliverable Formats
1
Platform
Platform Features
From the first survey to the final deliverable, Plan Factor keeps every stakeholder aligned and every artifact organized.
Build session agendas from templates. Schedule exercises, set time windows, and track actuals.
Tokenized links — no login required. Participants submit answers, see reveals in real time.
SWOT, PESTEL, dot voting, 2×2, stress test, debate teams, and more — private submit-and-reveal.
Pre-work surveys with MC, multi-select, Likert, force-rank, and conditional branching.
SMARTER initiatives with RACI, action items, iCal export, and a global cross-plan tracker.
Paste a transcript or record in-session — AI generates per-agenda-item notes and summaries.
Start from a proven agenda template. Annual planning, long-term strategy, or playbook reset.
Vision, mission, values, and success drivers — reviewed each session and baked into every deliverable.
How It Works
Software that handles the logistics so you can focus on the strategy.
Create the organization, add participants, configure the plan type, and assign a session agenda.
Send tokenized portal links. Participants complete surveys, CEO input, and research workbooks before day one.
Launch exercises live. Participants submit privately; you reveal when ready. AI takes notes in the background.
Generate the one-pager, narrative, placemat, and town-hall deck. Share with stakeholders in one click.
Deliverables
Every deliverable is generated directly from the plan data you build during the session. No reformatting. No manual transcription.
Vision, initiatives, and owners at a glance
Full prose strategy write-up
Laminate-ready visual strategy summary
Slide-ready for all-hands communication
Pre-work data compiled for reference
Sign in to your portal or create an account to get started.