Planning

Build strategic plans with proven frameworks and AI assistance — faster than ever before.

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Spreadsheet-led planning

Tracking your plans in spreadsheets?

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Progress is unclear

Unsure how plans are progressing?

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Org-wide visibility is weak

Difficulties in seeing activities across the organisation?

04

Dependencies stay hidden

Unable to see how strategic activities support each other?

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Updates rely on chasing people

Difficulties in getting the team to update plans?

Templates

Start from a planning model that already fits the work

Choose from multiple planning templates, adapt them to your organisation, or create your own. Insaplan gives teams a structured starting point without forcing every plan into the same shape.

OKRsBalanced ScorecardProduct RoadmapAnsoff MatrixBusiness Model CanvasScenario PlanningHoshin KanriGSOT
8+ready-to-use framework examples
Customtemplate creation for your planning method
Standardise how teams plan without flattening how they think.

Key Metrics

Link key metrics to your plan

Add the measures and planning controls that make execution manageable. Insaplan lets you attach KPI metrics, dependencies, governance, budgets, risks, stakeholders, and your own custom fields directly to the plan itself.

Choose from an extensive library of KPI metrics or create your own measures around how your organisation actually runs.

Track supporting planning metadata like dependencies, budgets, risk registers, governance, and stakeholder ownership in one place.

Turn plans from static documents into live operating tools with metrics and controls that travel with the work.

Plan Controls7 core tracking dimensions
KPI LibraryDependenciesBudgetsRisk RegistersGovernanceStakeholdersCustom Metrics
Primary KPIRevenue Growth
OwnerCommercial Strategy
Risk Status2 dependencies flagged

Tracking

Switch the same plan into the view each audience needs

Planning is only useful when people can read it. Give leadership a timeline, teams a board, or strategy owners a structural view of how work fits together.

Gantt Charts

Map work across time, milestones, and dependencies so leaders can see delivery shape immediately.

Kanban Boards

Give teams a clear operational view of work in motion, blockers, and what needs attention next.

Tree Views

Break strategy into goals, initiatives, and activities to show how execution rolls up to intent.

AI Planning

Generate plans from your own knowledge, not generic prompts

Use AI-assisted plan generation grounded in your own knowledge base insights. Start with what your organisation already knows, then turn it into a structured, actionable plan faster.

Knowledge BasePast PlansBest-Practice FrameworksTeam ContextInternal Strategy Docs
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Pull insight from your own knowledge base, frameworks, and previous plans.

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Generate an initial plan structure with goals, workstreams, and supporting activities.

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Refine, link, and track the plan with your team instead of starting from a blank page.

Build better plans, faster

Join the waitlist for early access to curated insights, flexible templates, and rapid iteration across strategy, planning, and project management.