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Enterprise planning built for scale

Insaplan gives large organisations the structure, governance and cross-team visibility to plan at scale — standard templates for every business unit, consolidated reporting for leadership, and control over who sees what.

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The challenge

The cost of planning at scale

The bigger the organisation, the further leadership sits from the plans that actually drive it.

Inconsistent planning across departments

Every team uses a different process and template, so cross-functional collaboration and roll-up reporting are a constant struggle.

Institutional knowledge gets lost

Best practice and frameworks live in people’s experience or buried in old files — never captured or reused systematically.

Reporting takes too long

Consolidating plans from multiple business units into one report takes weeks. Leadership always gets a stale snapshot, never a live picture.

Scale erodes visibility

As the organisation grows, the executive team loses sight of what is happening at ground level — until something goes wrong.

Use cases

How enterprises use Insaplan

Consistency where it matters, flexibility where teams need it, and one live view for leadership.

Cross-portfolio planning and alignment

Bring plans from every business unit, region and function into a single consolidated view. Surface conflicts and dependencies early so leadership can decide before budgets are locked.

Linked planning from corporate strategy to team initiatives
Explorer view of how work supports strategy
Dependency mapping across business units
Portfolio dashboards for the executive team

Cross-portfolio planning and alignment

Standardised planning across business units

Roll out a consistent planning methodology across the organisation. Teams work from approved templates with enough flexibility for their context and enough structure to make the data comparable.

Organisation-level template libraries
Template versioning as the methodology evolves
Governance, risk and budget fields on every plan
Comparable KPIs across every unit

Standardised planning across business units

Executive and board reporting

Aggregate KPIs and milestones into executive-ready dashboards and board packs. Give leadership a live view of strategic progress — and let them ask the knowledge base questions directly.

Consolidated multi-team dashboards
Board-pack templates exported to PDF and PowerPoint
Alerts on at-risk initiatives
Plain-language AI querying across all plans

Executive and board reporting

How Insaplan helps

Built for the scale and security large organisations demand

Governance and control without slowing teams down.

Organisation-wide template libraries

Approved frameworks and templates, versioned and rolled out across every business unit.

Explore Planning

Linked planning and dependency mapping

Connect strategy, initiatives and operational work so dependencies and alignment gaps are visible.

Explore Planning

Consolidated executive dashboards

Roll KPIs and milestones up from every team into one live leadership view.

Explore Reporting

Roles, groups and access control

Control who can view, edit and publish across organisations and groups, with single sign-on available.

Version history and audit logging

Template versions and an audit log of administrative changes give governance teams a record to work from.

Enterprise knowledge base

Institutional knowledge is captured as teams work and stays searchable long after people move on.

Explore Knowledge base

Insaplan for other teams

Public sectorFormalise your planning, evidence your deliveryInsaplan gives public-sector teams a consistent, auditable way to build strategic and departmental plans, track delivery against commitments and report to ministers, boards and the public.View solution Project managersProject delivery that stays connected to strategyInsaplan bridges the gap between strategic planning and day-to-day delivery — so teams always know what they are working on and why it matters, and leadership can see progress without asking.View solution Not-for-profitStrategic planning for mission-driven organisationsInsaplan helps not-for-profits plan with purpose — connecting funding, programmes and impact reporting in one place so a lean team can focus on the mission, not the admin.View solution

Build better plans, faster

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