Put your strategic plan to work
Causey gives your mission, focus areas, and goals a home your whole team keeps up to date. You always know what's on track, and you can show your board and funders the proof.
What changes when your plan lives in Causey
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Walk into board meetings ready
Your board wants to know if the plan is on track. Every goal's status and latest numbers are already in Causey, so you open the presentation view instead of building slides the week before.
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Stop chasing people for updates
Causey emails each goal owner when a progress update is due. They update in a minute, and you see everyone's progress in one place.
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You don't need to be a strategy expert
Writing your first plan or refreshing an old one, Causey walks you through mission, focus areas, goals, and metrics. Templates, examples, and our strategic planning course are included.
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Show funders what you're achieving
Tie goals to the numbers that prove your impact, chart each one against its target, and export the data when a funder or accreditor asks.
Built for organizations like yours
Causey is made for small teams with big missions, and for the boards, funders, and partners who back them.
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Small business development centers
Track advising hours, startups, and capital accessed against SBA goals and accreditation standards, across a whole network of centers. Planning for SBDCs
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Health, recovery, and disability services
Connect your mission to client outcomes, staff retention, and the operational work that keeps programs running.
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Youth and education
Measure students mentored, FAFSA completions, and program participation, year over year.
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Food and environment
Count pounds distributed and acres restored, alongside the warehouse and volunteer work behind them.
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Arts, culture, and libraries
Plan exhibitions, audience growth, and membership, and report it all to your trustees from one place.
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Immigrant and legal services
Keep clients served, outreach, and the funding behind free services in front of a small team.
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Associations and networks
Set membership and advocacy goals, and give each committee its own action items.
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Economic development and local government
Chambers, county boards, and health departments use Causey to keep public plans on schedule and easy to report.
The Causey platform gave our network a centralized and transparent way to manage and communicate our strategic plan. The entire staff was able to access real-time updates on goals, action items, outcomes, and progress, which helped ensure consistency across the network.
I love the way Causey has made our strategic planning process so dynamic. Being able to implement action steps to reach our goals and track our progress in real time makes our strategic plan a powerful tool rather than a static document. I also think it helps us set smarter, more attainable goals in the first place because we're approaching the process differently.
By using Causey we have improved our ability to remain focused on strategic goals and as a result, we have achieved or are close to achieving the business outcomes we set for ourselves this financial year. It's been a positive experience.
Running a cohort or advising several organizations?
About a third of the organizations on Causey started through a funder-backed planning cohort, and most work with a consultant.
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Funders and cohort sponsors
Give each organization in your cohort its own plan in Causey and the strategic planning course, with a seat for your facilitator inside every plan.
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Consultants and networks
Lead the planning retreat, then stay on as an advisor inside each client's plan. SBDC networks use the same setup to keep regional centers aligned.