Live Plan gives you a tool for giving them the right amount of access—it’s user-friendly and straightforward.
With Live Plan, you can group areas of your budget together, show expenses by month and by year, and then give the board members Live Plan “guest passes” so they can review your budget right in the software at their leisure and, if they need to, leave questions or comments.
Planning for the basics and then setting your sights on future achievements will help ensure the sustainability of your venture.
Live Plan lets you keep track of it all in one place, so you can keep doing what you love well into the future.
Reviewing lengthy, printed budgets full of individual items in tiny text can be a distraction during meetings.
It can derail what should be macro-level conversations with side tangents around unimportant details—things that are best managed by your team on the ground, rather than by consensus in a board meeting.
Plus, Live Plan financial reports are easy to read and share with your board of trustees.
aw firm, good business planning is about management, accountability, tracking performance metrics, and improving over time.
Whether you’re already using Live Plan or doing some research to find the right software for your tax-exempt organization, it’s natural that you’ll have some questions about how Live Plan might be able to help you write your nonprofit business plan or strategic plan.
But did you know that Live Plan also makes it easy for nonprofits to track their projected financials against their actual income and expenses in real time?