Straightforward, all-inclusive pricing

Services + software to design and execute your strategic plan. Start evaluating today with a no obligation 14-day free trial.

Software to design and execute your strategic plan. Start evaluating today with a no obligation 14-day free trial.



Ideal for teams looking for a self-guided solution


Included in

  • Interactive template to build your strategic plan using best practices
  • Track the progress of your plan with scorecards & Gantt charts
  • Self-guided resources, whiteboard videos and examples
  • Dynamic One-Page Plan
  • 12 Strategic Plan outputs including individual action plans
  • Email & chat support




Expertise and software for corporate planning


Everything in Do-It-Yourself, plus:

  • Unlimited users to involve your entire team
  • Customizable dashboards to visualize performance against plan
  • Mobile to quickly report on progress
  • API for data automation

Dedicated Strategy Advisor for corporate strategic planning…

  • Complete your corporate plan from mission to action items
  • Training your team on the performance management process
  • Guide monthly Strategy Reviews




Expertise and software for
corp. & department planning


Everything in Do-It-Yourself & Workgroup, plus:

  • Full features for department planning
  • Customizable dashboards for each department
  • Complete annual plans & reports for each department
  • Enterprise-wide performance tracking

Dedicated Strategy Advisor for department planning…

  • Annual action plans for each department
  • Training department leads on goal setting and action planning
  • Support departmental performance


Workgroup and Enterprise require an annual commitment to initiate services.


Bring our expertise onsite. Services & software to get it done for you.

Need extra help or expertise? Use our team for:

  • Market assessments and competitive analysis
  • Customer and employee insights surveys
  • Strategic planning retreats and onsite facilitation
  • Strategic communications development
  • Monthly strategic review management and facilitation


Start Evaluating Today with a Free, 14-Day Trial

During your 14-day trial, you will:

Evaluate Our Software

We’ll help you determine if the software is the right fit for your organization.

Meet Our Experts

Learn about our methodology and meet our team of expert strategists.

Execute in 60 Days

Get a success plan to move your strategy into execution within 60 days.

How do OnStrategy Workgroup and Enterprise fees compare to other strategic planning services?

We deliver high-quality strategic planning for less due to three primary factors. First, your Strategy Advisor often uses work you’ve already started and builds from there. Second, you’ll participate in virtually facilitated sessions, reducing overhead associated with offsite expenses. And finally, you do some of the legwork. By working on parts of your plan in between sessions, we’re able to accomplish a lot during each call.

What if I need more than Advisory Services?

Our Workgroup and Enterprise Solutions are structured to provide you a remote, cost-effective way to get your strategic plan done and moving to execution. To accomplish this, we deliver our support and expertise through advisory services – where we coach your team through the process and you do the work. If you need more help or for us to simply do it for you, we have consulting services to make that happen.

Why do you require an annual commitment?

We are serious about committing to your success and we need you to commit to us to realize the full impact of strategic planning. Clients that commit to a year are assigned a dedicated Strategy Advisor who will guide you through the entire process of strategic planning – from plan creation or refinement through execution and ongoing plan management.

Do I get to work with the same Strategy Advisor every time?

Absolutely! That’s part of the deal. Your Advisor will get to know your organization, opportunities and challenges – to help you make the most progress against your plan as possible. In addition, they will pull in other expertise from the OnStrategy Team to add to your advisory services as needed.

When do I get billed?

Your first charge will occur after 14 days. During that time, you will work with our sales team to evaluate the fit of our software, expertise and build a 60-day success plan. If you choose to cancel during this 14-day evaluation period, there is no charge.

Can I cancel my subscription?

Yes. For accounts that are paying monthly, you can cancel anytime. For those accounts that have annual commitments, you can cancel at the end of the annual term. There are no partial annual refunds. If there is something specific we can help you with, please shoot us an email or give our Client Services team a call at 775-747-7407.

Is OnStrategy secure?

Absolutely—your privacy and security are our top priority. Read details about our security practices here.

Not sure which solution is right for you?
Call us at 775.747.7407

the logos for onstrategy customers