Planning With Envisio
Whether you have a plan already, or just need to lay out some options, there is nothing more exciting than seeing your ideas come to life.
Spreadsheet Mess to Planning Clarity
Break down your goals into actionable steps and a clear map of where you’re going. Envisio helps you to quickly lay out your plan in a variety of ways to see what works, where there are gaps, who is delivering what, and by when.
Centralized Public Sector Plans
Strategic plans, community safety plans, climate action, economic development… Create, track, measure, link, and report across all of your organizational plans with Envisio. Envisio is built for the unique needs of the public sector, and only the public sector.
Clear Steps for Implementation Success
Get set up to successfully deliver your plan. Choose to add performance measures, reporting periods, timelines, assign owners and contributors, schedule team reminders, and select prioritization. Use our templates or create your own.
Speed and Flexibility
Ideate, create, and edit with speed and efficiency. Choose to upload your whole plan from a spreadsheet or build it from scratch. Bulk assign contributors, owners, observers. Use cloning features across actions and projects so you never duplicate effort.
Smart AI for Planning and Ideation
Envisio’s AI Assist tools can be used throughout your plan creation process. Use AI to instantly create editable workplans, and refine and generate ideas for your plan.
Bring in Your Team
Let your team add their expertise to help create or refine the plan. You can change things in Envisio at any point but Planning Mode makes it easy to get things off the ground. All Envisio packages come with unlimited users so you can bust organizational silos and engage your whole team.
The Smart and Simple Way to Create Public Sector Plans
Discover what makes Envisio the leading public sector strategic planning platform.
Manage Multiple Plans
Manage all your plans in one place. Easily toggle between plans and align elements between them.
Visualize Your Plan
Map out your strategy in a clear format and get visibility into what is being delivered and when.
Flexible Planning Tools
Create and modify your plans using a variety of planning tools, including cascade, Gantt, tagging, scorecards and more.
Create Instant Workplans
Save time by using Envisio’s AI Assist to create one-click actionable work plans.
AI-Assisted Descriptions
Use embedded AI to help refine plan descriptions and other elements throughout your planning.
Embed Measures
Add measures to any plan element. Include charts, milestones, scorecards, and targets. Create your own or use our pre-built library.
Use Checklists, Tasks, Projects
Set up progress tracking using weighted checklists, tasks, or our integrated project management tools, including budget tracking.
Assign Owners & Timelines
Create cross-functional strategy teams by assigning owners, contributors, and observers across departments.
Add Custom Fields
Need something different? Define exactly the fields you want to capture for each plan element using custom fields.
Save Time, Do More
Envisio is the leading public sector strategic planning solution for a reason. We help publicly funded organizations save time creating and delivering plans to drive better outcomes.
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users manage their plans in Envisio.
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star rating on Capterra.
Planning Inspiration
It all starts with a plan. Envisio is an end-to-end platform to help you not just create plans and put them into action, but to share results with your whole community. Get inspired with some of our favorite Enviso-powered community dashboards.
City of Corona, CA
Corona’s strategic plan dashboard monitors strategic progress across key themes like safety, infrastructure, and community development.
Dekalb County Board of Health, GA
Dekalb’s public health dashboard highlights outcomes like community outreach success, satisfaction scores, and vaccination rates.
Northeast Ohio Medical University, OH
NEOMED’s strategic plan dashboard tracks metrics for students, employees, and staff, supporting transparency across the institution.
What Our Customers Say
Don’t just take our word for it. See why public sector leaders love Envisio–in their own words.
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“The beauty of this plan is that we can pick up projects and place them on our road map. The Gantt chart view helps us keep a manageable workload at all times and gives us a good sense of where we are in terms of accomplishing the whole plan.”
Francisco Contreras
Innovation Manager, City of West Hollywood, CA
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“Onboarding Envisio has been a really smooth experience. I really like that the platform includes some project management tools, so it allows us to break down huge goals into bite-sized pieces. It’s also very user-friendly, and it was easy for the dashboard pieces to come together.”
Hope Harris-Gayles
Southern Virginia Higher Education Center, VA
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“While we were ramping up and building our plan out in Envisio, we did our last year-end review in a spreadsheet, and sure it got done, but it was a lot of work for me and my team. Envisio has made it a lot easier, and I think it’s introduced a level of accountability that is really powerful.”
Kirsten Decker
Strategy and Evaluation, Denver Public Library, CO
Why Envisio?
Public Sector Strategic Planning
We make the complexity of public sector planning and project management simple. By choosing Envisio, you get the tools, methodologies, and team that will help you create and deliver your plans successfully–on time, on budget, with clear visibility of outcomes, and communicated to a diverse set of public and internal audiences. Our team is also here to support you in making your plan measurable and actionable. Learn more about our services.
Planning in Action
Some of the best public sector planners in the world trust Envisio to help them create plans that will actually get delivered. Read their stories right here.
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City of Port Moody, BC
Read Case StudyPort Moody drives strategy forward with full employee engagement and transparency.
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Kent County, MI
Read Case StudyKent County drives organizational alignment by connecting data to strategic goals.
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Broward County, FL
Read Case StudyBuilding a living plan rooted in community values and transparency.
