# Causey Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Causey Software - reviews, pricing plans, popular comparisons to other Collaboration products and more.

Source: https://www.capterra.com/p/215481/Mission-Met-Center

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# 

 Causey Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

Causey

## What is Causey?

Causey catalyzes a nonprofit organization's strategic planning effectiveness and process. Based on 25+ years of strategic planning experience and a focus on simplicity, our software serves as a home for all things related to an organization's strategy and execution, making your job as an executive director and board easier.

## What is Causey used for?

[Collaboration](https://www.capterra.com/collaboration-software/)[Strategic Planning](https://www.capterra.com/strategic-planning-software/)[Nonprofit](https://www.capterra.com/nonprofit-software/)

Top alternative

Featured

Overall rating

Based on 22 user reviews

Reviews sentiment

Positive

100%

Neutral

0%

Negative

0%

Starting price

$90

Flat Rate, Per Month

Free trial  
available

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Do you work for Causey?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.missionmet.com/&name=Causey)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Causey

4.9 (22)

VS.

[4.7 (24,035)](https://www.capterra.com/p/135003/Slack/reviews/)

Starting Price

$90

Flat Rate, Per Month

Starting Price

$8.75

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.7 (22)

Ease Of Use

4.6 (22,590)

Value For Money

4.9 (16)

Value For Money

4.5 (15,176)

Customer Service

4.9 (15)

Customer Service

4.4 (13,441)

## Causey alternatives

[4.6 (14,520)](https://www.capterra.com/p/144037/Zoom-Video-Conferencing/reviews/)

Starting price

$14.99

Per User, Per Month

[4.5 (13,544)](https://www.capterra.com/p/184581/Asana-PM/reviews/)

Starting price

$10.99

Per User, Per Month

[4.5 (3,660)](https://www.capterra.com/p/136446/Confluence/reviews/)

Starting price

$5.42

Per User, Per Month

[Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/)

[4.7 (17,470)](https://www.capterra.com/p/247901/Google-Workspace/reviews/)

Starting price

$7.00

Per User, Per Month

[Learn More](https://www.capterra.com/p/247901/Google-Workspace/)

[View all alternatives](https://www.capterra.com/p/215481/Mission-Met-Center/alternatives/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Brainstorming

Group collaboration to solve ideas in a productive and concentrated manner.

Budgeting/Forecasting

Create budgets based on historical data and future projections

Charting

Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

Collaboration Tools

Provides a channel for team members to share media files, communicate, and work together

Committee Management

Manage a group of members established for coordinating plans, programs, or other initiatives

Causey 28 features

Define levels of authorization for access to specific files or systems

Group collaboration to solve ideas in a productive and concentrated manner.

Create budgets based on historical data and future projections

Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

Provides a channel for team members to share media files, communicate, and work together

Manage a group of members established for coordinating plans, programs, or other initiatives

Manage and track all internal and external communication conducted via calls, email, text, or chat

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Import and export data to and from software applications

Store, manage, and track all electronic documents in a centralized location

Public or private sharing of digital files such as documents, audio/video, images, and more

Software specialized for non-profit organizations

Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies

Establish measurable goals and objectives and track their progress over a specific period of time

Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects

Tracking the status of previously identified performance measurements

Monitor task progress and planned accomplishments to better manage project status

Organize and manage the accomplishments and development of employees or performance of applications or systems

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Reporting on how each user, task or process has advanced since its initiation

Plan and coordinate all the resources, costs and time needed to execute assignments

Notifications that are delivered to users as soon as an event occurs

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Track the status over time for a request, process, asset, or transaction

At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them

Create, manage and track all task activities and progression

Track the status and progress of tasks

Create, save, and re-purpose templates for emails, forms, etc.

Get Advice

We can help you find the software with the features you need.

Features

4.7 (22)

4.7

Based on 22 reviews

## Pricing

Value for money

4.9 (16)

Free Trial

Basic

$90.00

Flat Rate,Per Month

Value for money

4.9 (16)

4.9

Based on 16 reviews

Connect with a Capterra advisor for a free 15-minute consultation

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## Support, customer service and training options

Customer Service

4.9 (15)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.9 (15)

4.9

Based on 15 reviews

## User reviews

Overall rating

4.9

Based on 22 reviews

Filter by rating

5(20)

4(2)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

VC

Veronica C.

President

Non-Profit Organization Management

### "Awesome Track Program"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 3, 2021

It has been great and easy to use, plus we have a great facilitator which guides us.

Pros

I enjoy using mission net it is so easy and I great way to keep track of how we are progressing.

Cons

I have not used it enough to say anything about what I like the least.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

March 6, 2021

Thank you for your review, Veronica!

MJ

Mark J.

Industry Engagement Facilitator

Management Consulting

### "AN awesome Strategy management package"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 3, 2021

Mission Met has been a breath of fresh air in enabling me as a consultant to fully engage with my clients in their strategic planning and strategy execution aspects of their businesses. I use the product across a mix of sectors with all clients advocates and fans of both the deployment process and the functionality of the software. An awesome and easy to use system!

Pros

The ability to contextualise all elements within the package to suit the needs of individual clients.

Cons

A more functional and visual Calendar and integration into Microsoft / Apple applications.

Alternatives considered

[Cascade Strategy](https://www.capterra.com/p/148008/Cascade-Strategy/)

Reasons for choosing Causey

A long term relationship and trust in \[SENSITIVE CONTENT HIDDEN\] as its \[SENSITIVE CONTENT HIDDEN\]and developer.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

March 6, 2021

Thank you for your response, Mark. We're so happy to have you serving Australia with Mission Met Center. We'd welcome more feedback on the calendar concept and ways to better integrate with Microsoft/Apple apps.

RM

Rich M.

Director, Valley Community SBDC

Civic & Social Organization

### "Mission Met Software and Support is Simply the Best!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 3, 2021

We are extremely pleased with the service and support provided by \[SENSITIVE CONTENT HIDDEN\] and his team!

Pros

Mission Met software is extremely easy to use (even for the non-techie) and allows our center to forecast, report and measure our progress. It is an invaluable tool in our ability to stay on track and also supports our ongoing accreditation maintenance and renewal efforts.

Cons

N/A - We cannot find fault with the software.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

March 6, 2021

Thank you for your review, Rich.

SG

Sachin G.

Board Member

Non-Profit Organization Management

### "A central place to keep your plan"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

March 3, 2021

Pros

A central place to keep your plan, that can be accessed by anyone who would need or want to see it. It doesn't require a 'master' version or document to maintained or owned by a central figure.

Cons

What's not to like? A not overcomplicated site to keep and track your goals.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

March 6, 2021

Thank you for the review, Sachin!

SV

Starleen V.

director

Primary/Secondary Education

### "Mission Met Center"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

0.0

0.0

Likelihood to Recommend

9/10

March 3, 2021

The software helps map out a plan of action to achieve goals and allows the user to loop in other team members.

Pros

The software is fairly easy to use and helps keep us on track with our goals.

Cons

Better instructions on how to use the software would be helpful.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

March 6, 2021

Thank you for your review, Starleen. I'm not sure if you're aware, but we have a full help site at https://help.missionmet.com/ and we're always adding more articles and improving the existing ones. If you found any part of the application challenging to use, we'd love to hear so we can improve the usability and help resources.

SS

Sean S.

SBDC Director

Non-Profit Organization Management

### "Excellent tool to focus your strategic plan"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 3, 2021

Using Mission Met software we have been able to launch, grow and sustain our program and position our business for future success.

Pros

I like how the software is web-based so you don't have to go digging for a word doc somewhere. The software is incredibly easy to use and navigate - even for a first time user it is very intuitive. But most of all I like how the software has helped our organization focus our strategic planning efforts into a systematic process rather than simply creating a strategic plan.

Cons

Honestly, none that i can think of at this time. I have seen the Mission Met software improve over the years and today it has all of the features that I need, and then some.

Reasons for choosing Causey

We chose mission met for a variety of reasons, but primarily because of the full suite of support and strategic planning support options as well as the software to help us develop the plan and the experience of the company with working with non-profit institutions like ours. Mission Met is very easy and fun to work with. They make strategic planning fun and they take the pain out of the process of getting everyone on in the organization on the same page and moving in the same direction. Thank you Mission Met 🙏🙌👏

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

March 6, 2021

Thank you for your kind review, Sean!

SC

Steve C.

Associate State Director

Government Administration

### "Mission Met Makes Strategic Planning Operational"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 3, 2021

Overall experience has been very positive and Mission Met team is very responsive to our needs.

Pros

Ease of use with ability to integrate into daily work.

Cons

Pages could load faster. Early on features were limited, but they have been responsive over time to create a more robust product.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

March 6, 2021

Thank you for your review, Steve. We continue to work on improving application speed, particularly in critical areas like the plan viewing page and certain edit actions. Thank you for the support and for being a key customer these past several years.

AF

Ann F.

Director SBDC

Non-Profit Organization Management

### "Mission Met is a great centralized way to share information and planning for our Network!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

0.0

0.0

Likelihood to Recommend

10/10

March 3, 2021

Pros

Accessibility. We can look for "master" documents that we know are the most current at this location.

Cons

Would like users who only have viewing privileges to have the ability to actually see the documents and download them, just not have the ability to alter them or add documents.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

March 6, 2021

Thank you for your review, Ann. I'll bring your comment regarding changing the view permissions for documents to our development team to see how we can address that. Please be on the lookout for a ticket from our help system so that we can gather more information from you on this idea.

MN

Michell N.

Chief of Staff

Non-Profit Organization Management

### "California Hispanic Chambers of Commerce and Foundation "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

0.0

0.0

Likelihood to Recommend

10/10

March 1, 2021

Pros

The software allows streamlined communications and efforts for the CHCC/CHCCF strategic plan. Gone are the days of staff and board members utilizing shared documents, excel sheets, posters, etc. The platform allows leadership and staff to capture thoughts, action items, goals, and strategies seamlessly. Most importantly, it's a visual representation to hold all parties on accountability on delivering their action items and contribute to our organization goals and strategies.

Cons

Not applicable. Software meets the needs and expectations

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

March 3, 2021

Thank you so much for your review, Michell.

JK

Jessica K.

Development Director

Non-Profit Organization Management

### "Goal oriented leadership "

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

February 24, 2021

Pros

\- Goals are all in one place. I can go to this software for the org-wide goals, my goals, the goals of the person I manage. - The software makes it easy to set clear goals, with a key word bolded, detailed description, clear dates, champions, etc. - The color rating for progress makes for really easy and positive conversations each month with my manager as well as with the person I manage. The format helps fuel a productive and positive conversation rather than a putative one. -Overall, it is just simple, with the right amount of personalization, which keeps the focus on the goals and the conversations, not on dealing with a complicated system. - \[SENSITIVE CONTENT HIDDEN\] and the team are supportive and great to work with!

Cons

It would be really cool if it were possible for all participants to see changes in real time without having to refresh.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

March 1, 2021

Thank you for your review, Jessica! We're so happy that it's been helpful to the entire Vida Verde team.

MM

Marsha M.

Board Member

Non-Profit Organization Management

### "Very helpful for staying focused"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

7/10

February 22, 2021

As an all volunteer organization, Mission Met has helped us to focus our efforts on the things that will be the most effective.

Pros

Easy to use. Particularly like the reminder feature sent to project/task leads.

Cons

From what I have experienced, it works well. I don't have any suggestions at this time.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

February 24, 2021

Thank you for your review, Marsha!

RS

Robert S.

Board President

Arts and Crafts

### "Strategic Planning Tool"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

4.0

4.0

Likelihood to Recommend

10/10

February 19, 2021

Experience with software tool and consultant \[SENSITIVE CONTENT HIDDEN\] has been outstanding. This is great software that is well worth the investment. The ROI is tangible.

Pros

Easy to translate thoughts, ideas and materials to software tool. The ability to collaborate in both real-time as well as offline; Communication tool for team; ease of identifying responsibilities and accountabilities.

Cons

Would love as administrator to receive report when team members have not responded to invitations as well as report on how often individuals touch the tool. Also as administrator I would opt-in to a feature to receive notifications about usage.

Reasons for choosing Causey

I personally knew the developer of the software and had used the software with another organization.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

February 22, 2021

Thank you for your review, Robert. I've noted down these excellent ideas and will review these with our team as we continue to determine our future product roadmap.

BH

Blanca H.

Program Director

Non-Profit Organization Management

### "Mission Met keeps our Strategic Plan alive and evolving"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

0.0

0.0

Likelihood to Recommend

10/10

February 17, 2021

My overall experience using Mission Met is great! Everyone on our team can see where and how they are contributing to our work and are motivated to do their part.

Pros

Mission Met keeps our Strategic Plan alive and evolving. I love the weekly reminders that prompt me to update my team's goals on a regular basis. I also love to use the tracking features that measure the progress we've made on our goals. I also use the platform to upload and house documents, links, notes, etc., that showcase how our Strategic Goals evolve or are completed.

Cons

I can't think of anything that I don't like about this software.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

February 23, 2021

Thank you so much, Bianca! We are so happy that our software helps your team. Don't hesitate to reach out if we can help you or others at YES Nature to Neighborhoods.

AG

Anne G.

CEO

Non-Profit Organization Management

### "Great Goal Organizational Software"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

February 17, 2021

I enjoyed using this software because it put the strategic plan in front of me and my board on a weekly basis so it was easy not to lose focus on what we were supposed to be doing.

Pros

I liked the ability to break down the goals into subgoals and keep track of progress as well as include co-collaborators in the updates. The weekly reminders are very helpful.

Cons

This is super picky, but the software didn't allow me to add photos of my board members & Staff. Also, the intial e-mail to invite the board members or staff seemed to confuse them, or they just ignored it.

Reasons for choosing Causey

It came with training and one on one problem-solving. Also, the person that recommended it is someone in the industry that I trust and have trained with previously. The team was quick to respond to questions (This was not a factor in the decision, but it is relevant to the overall review)

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

February 23, 2021

Anne, thank you so much for your review. We will take your feedback about onboarding board members, and see what we can do to improve for future iterations of the software. We so appreciate the Kaufman Chamber of Commerce using the software and hope you got a lot out of the cohort program with Eric Ryan and Kyle Sexton.

MB

Michelle B.

CEO

Civic & Social Organization

### "Employment Options Mission Met Plan"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

10/10

February 17, 2021

By using Mission Met we have improved our ability to remain focused on strategic goals and as a result we have achieved or close to achieving the business outcomes we set for ourselves this financial year. Its been a positive experience.

Pros

I really like that Mission Met is easy to use, is intuitive, has saved me time reporting to our Board and helped our executive keep track of our plan and hold each other accountable.

Cons

When we first joined Mission Met the dates were in US format - being in Australia this was confusing. Thank you to \[SENSITIVE CONTENT HIDDEN\] and team who fixed it quickly for us making it so much better.

Reasons for choosing Causey

Mission Met was recommended to us by \[SENSITIVE CONTENT HIDDEN\]. We didn't look at other products as we were happy with his recommendation that Mission Met would suit our organisation.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

February 18, 2021

Thank you for the review Michelle. We have plans to continue to expand our support for non-US English customers in date and time formatting, word spellings, and supporting multiple languages in the future.

TA

Teresa A.

Immediate Past President

Education Management

### "Highly Functional Strategic Planning Tracking Tool"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

0.0

0.0

Likelihood to Recommend

8/10

February 16, 2021

Our Foundation was referred by another organization who was using the software. We got a demonstration and immediately started using it. The weekly reminders are so beneficial since it is very important to stay on top of reaching our strategic goals. I use it to provide my leadership report at our quarterly meetings.

Pros

The software allowed us to easily replicate the previous strategic planning goals to the newly revised plan. This saved both time and labor. We can now use time at our board meetings to get quick updates on the various goals or update them in real time.

Cons

There really wasn't much to dislike with the software. It was easy to use and actually I didn't have to provide our other board members with instructions on how to use it they just jumped in once I allowed access. I did need a little support when I was trying to add all the board members to their various strategic goals. Also 2 of our board members have the same initials so I couldn't figure out how to change one of the members initials so that we could distinguish which member was added.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

February 17, 2021

Thank you for the review Teresa!

SM

Sr. Marguerite B.

Exeutive Director

Civic & Social Organization

### "Expert Support for Your Agency's Strategic Planning "

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

February 15, 2021

My overall experience with Mission Met Center is extremely positive. At a glance, the strategic planning software shows me which strategic priorities are on a slow track, which ones are progressing and which ones are completed. It expertly assists our board to choose a clear path forward for our agency with a step by step process. When funders ask for our agency's Strategic Plan, I proudly print out a PDF copy and send it to them, confident of our efforts to meet the goals of our Mission as we move into the future.

Pros

Immediately I liked the clear format, layout and design of the strategic planning software for Mission Met Center. The colors used in the software of different shades of blue combined with crisp black and white accents give it a pleasing and professional look. But more importantly, I am impressed how the strategic planning software outlines a dynamic presentation of our organization. The first section, Our Compass, introduces our agency's current strategic priorities, vision, mission and values. In the second section, Our Actions, the agency's 2021 Strategic Priorities are expanded and put into concrete steps with specific persons named as Champions and Team Members.

Cons

The strategic planning software of Mission Met Center is highly intuitive. But because I am not an experienced tech person, I found that I had to practice a few times until I felt comfortable using it. This experience of practicing is a normal part of learning and once I got the hang of it, I became confident and used it with ease.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

February 17, 2021

Thank you for your review Sr. Marguerite! We're so happy to play a small role in your success as an executive director and the significant work that Good Shepherd Gracenter does in helping women on their recovery journey.

MP

Mary P.

Assoc State Director - Operations

Education Management

### "Revolutionized our strategic planning "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

February 15, 2021

We converted from a cumbersome, hard-copy strategic planning environment to an online process that almost exactly coincided with pandemic-related remote work. The ease with which we collaborate and communicate has increased exponentially due to the software platform, and the transition was well-received by our team. The investment of time and money is nominal compared to the phenomenal rate of return (buy-in by the team, organization, increased ease of updating the plan, etc.)

Pros

Ability to expand/collapse view allows for ease navigation between sections. Also, being able to link documents or websites allows for easy reference.

Cons

Minor issues were reported to the vendor and almost immediately addressed - such as our desire to be able to "bold" certain text. Customer support is highly responsive.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

February 16, 2021

Thank you for your review, Mary! We are so happy to have you as a customer!

CN

Claudia N.

President

Marketing and Advertising

### "Strong organizational and peformance tracking capabilities"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

0.0

0.0

Likelihood to Recommend

8/10

February 15, 2021

It has helped create a more collaborative approach to planning and monitoring results working with multiple teams in different parts of the state.

Pros

The ability to set up a strategic plan outline with action items, and benchmark ongoing status is a strong asset to this program. It enables you at a glance to see projects' status, and address shortfalls. An additional benefit, particularly during the remote work aspect of the pandemic is the collaborative aspect. Team members can see and add to the status of their work across a shared platform.

Cons

There is a layer of 'added steps' that can be frustrating. You can not directly edit or change without going down an additional layer, e.g. Edit Notes. One's instinct is to click on an area, and have it go live - as in Google Docs, for example - so that changes can be made. Having to click on the edit function, wait for it to load, then save changes, can be cumbersome. In my opinion, it detracts from the software's productivity.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

February 16, 2021

Thank you for the review, Claudia! We will incorporate your feedback around speed of editing and user experience into our future product improvement plans. We are privileged to have you using our software and continue to improve the product based on your feedback.

Juan Miguel A.

Secretary, Board of Directors

Education Management

### "Fantastic for birds-eye-view as a Board Member"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

February 15, 2021

Really helpful for me as a Board member to be able to see the progress and goal-setting of the organization while still having everything very organized and laid out by teams, goals, and stages. It helps me feel connected to the constant activity of all the teams, even though my direct contact with the organization is on a less frequent monthly or quarterly basis.

Pros

As a member of the Board of Directors for this organization, I am not involved with all of their procedures or activities on a day-to-day basis. Nevertheless, I like having a sense of where the organization is in relation to its big-picture goals at any given time. I also like being able to zoom in on smaller details of those goals if I want to. Mission Met is a great tool for letting me do this. The dashboard is a quick, big-picture view of what the main priorities are for any team, and then following the threads of those pages lets me see progress details that I might otherwise miss if it was scattered across different documents or folders.

Cons

Sometimes the fullness of the dashboard view is a little overwhelming; as mentioned, it is great to be able to zoom in and out of team or goal details, but this also makes it possible to get lost in the weeds of things that are not necessary for me to pay attention to. Maybe some way to tag or filter more efficiently based on topics or priorities would be helpful. To be fair, I don't use this software as much as other organization members, so it is very possible that those features are actually there and I just forget how to use them.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

February 16, 2021

Thank you Juan Miguel! It's great to have a board member's perspective. We will incorporate your feedback in limiting or filtering goals and/or action items based on a set of criteria to help board members, staff, and organizational leadership to be able to focus on the level of detail that each needs.

GS

Gabriela S.

CEO

Management Consulting

### "Testimonial"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

February 15, 2021

Great experience!

Pros

Easy to use and communicate with others in my team. Clean interface. Good visuals.

Cons

No, there is not. I have no other comments.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

February 16, 2021

Thank you for your review, Gabriela. We're so happy to have you as a Mission Met Center customer!

JN

Jimmy N.

Assistant Director

Management Consulting

### "Intuitive and Game Changing"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

0.0

0.0

Likelihood to Recommend

9/10

February 15, 2021

Pros

Software is very robust and intuitive. I can easily structure and modify content.

Cons

Not enough options for sub categories when trying to further elaborate each section.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

February 16, 2021

Thank you for your review, Jimmy. We're so happy to have the Louisiana SBDC newly on our platform. We'd like to incorporate your feedback regarding "options for sub categories when trying to further elaborate each section" into our platform, but perhaps you can share a bit more by responding to this message. Thank you and cheers!

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