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Top Rated Strategic Planning Software with Customizable Templates in 2026

Verified reviewer profile picture
Verified reviewer profile picture

All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: April 2026

Customizable templates support various business activities by providing adaptable starting points tailored to unique projects and clients. They streamline processes, save time, and enhance user experience by making the software intuitive and versatile. Our reviewers in strategic planning software rated this feature as highly important.

6 Best Strategic Planning Software with Customizable Templates

Product
User rating
Starting price
Trello logo
4.5
(23.4K)
5
per user/per month
Miro logo
4.7
(1.6K)
10
per user/per month
Smartsheet logo
4.5
(3.4K)
12
per user/per month
Asana logo
4.5
(13.5K)
10.99
per user/per month
ClickUp logo
4.6
(4.5K)
10
per user/per month
Notion logo
4.7
(2.7K)
12
per user/per month

See other top Strategic Planning products with customizable templates

How we picked the 6 top rated products

We chose the high-performing solutions on this list based on verified user ratings on our site. Depending on available data, qualifying products either had to be among the most user-reviewed or the most searched-for products in the Strategic Planning software category. They also needed to have sufficient reviews about customizable templates, have a minimum user rating of 3 out of 5 for that feature, and show evidence of U.S. market presence. We then added a distinction for up to three products based on our proprietary ratings and reviews: Highest rated, Highly rated for customizable templates, and Highly rated for free version. Sponsorship or client status has no influence on the selection of these products, but it may impact the order in which products appear.

Details for the 6 best products

Trello logo
Reviews Sentiment
 
 
 
1-2(237)
3-4(8,675)
5(14,571)
Key Features
Prioritization4.5
Progress Tracking4.5

User insights about the customizable templates feature

Users appreciate Trello's customizable templates for their flexibility and ease of use. They find the templates helpful for organizing workflows and personalizing boards. Reviewers note that the variety of templates available provides a good starting point for projects, and the ability to customize them enhances productivity. However, some users find the customization process less intuitive.

See related user reviews

“Trello makes task management easy by allowing users to create personalized templates with customized options to arrange the cards/tasks the way you want and assign them to different team members. ”
CL

Catherine L.

Administrative & Projects Officer

“Started making custom card templates recently and it's helped us a lot to ensure each project card has the same format followed each time. Checklists and who is assigned to them are the same and keeps our workflow consistent.”
KW

Kayla W.

Marketing Manager

Starting price
5per user /
per month
Pros and Cons based on 23,483 verified reviews

Flexible task organization

Effective team collaboration

Intuitive drag-and-drop interface

Comprehensive track management

Inadequate notification system

Pricing concerns and limitations

Limited file management

See pros and cons details
Miro logo
Reviews Sentiment
 
 
 
1-2(5)
3-4(456)
5(1,219)
Key Features
Prioritization4.2
Progress Tracking4.3

User insights about the customizable templates feature

Reviewers appreciate Miro's customizable templates for their flexibility and ease of use. They find the extensive template library valuable for saving time and providing inspiration. Users report that the ability to modify templates to fit specific needs enhances productivity and creativity. They highlight the templates' role in improving project start times and maintaining consistency across tasks.

See related user reviews

“There's a whole slew of templates you can use, and insert on existing boards. I've come to appreciate that more and more. Searching for a template that fits my kind of thinking, or guides me into working on the issue. Really like this part. Every template is based on standard components , so you can tweak it at will, and save of your own as templates as well. ”
RB

Remco B.

CTO

“I can save time by using a template. The options gives me new ideas on what kind of template I need. sometimes I pick a template and customise it based on my needs.”
AS

ALEV S.

Researcher

Starting price
10per user /
per month
Pros and Cons based on 1,680 verified reviews

Efficient workshop presentations

Seamless remote collaboration

Effective idea brainstorming

Versatile flowchart creation

Robust collaborative sharing

Resource-intensive performance

Clunky zoom functionality

Limited file export options

High costs and limitations

Confusing navigation experience

See pros and cons details
Smartsheet logo
Reviews Sentiment
 
 
 
1-2(47)
3-4(1,386)
5(2,046)
Key Features
Prioritization4.3
Progress Tracking4.6

User insights about the customizable templates feature

Reviewers appreciate Smartsheet's customizable templates for their ability to save time and standardize processes. They find the templates helpful for creating frameworks to build on, which simplifies project setup. Users report that while the customization tools have a learning curve, they are effective in tailoring templates to fit various project needs and business models.

See related user reviews

“We have multiple clients with a wide variation of needs. Have different template styles for different project types is very helpful and saves a tremendous amount of time when a new project is added. ”
DW

Derek W.

Project Manager

“The customizable templates help because many times I just need a framework to build on vs starting from scratch or being forced into a template that doesnt fit my industry”
OK

Omar K.

Head of Growth

Starting price
12per user /
per month
Pros and Cons based on 3,479 verified reviews

Real-time team collaboration

Comprehensive project management

Efficient sharing capabilities

Highly customizable platform

Variety of useful templates

Limited row and cell management

Complex formula limitations

High cost concerns

Challenging navigation views

Lack of auto-save feature

See pros and cons details
Asana logo
Reviews Sentiment
 
 
 
1-2(230)
3-4(5,264)
5(8,050)
Key Features
Prioritization4.5
Progress Tracking4.6

User insights about the customizable templates feature

Reviewers highlight Asana's customizable templates as a key feature for project management. They appreciate the ability to create and modify templates to fit specific project needs, which saves time and ensures consistency. Users find the templates useful for standardizing workflows and making project setup easier, especially for new employees or less experienced users.

See related user reviews

“It is really helpful to be able to create standardised templates for various users to copy and create their own projects. This allows for a uniform approach to projects making it easier to understand each project easily. ”
VS

Vaughn S.

Operations Support Administrator

“You can create custom templates for your most common projects, including tasks and small tasks, responsible parties, deadlines, custom fields and dependencies. Customize the templates to suit the specific needs of each project.”
HP

Hector P.

System Engineer

Starting price
10.99per user /
per month
Pros and Cons based on 13,544 verified reviews

Comprehensive project tracking

Enhanced team collaboration

Efficient task organization

Effective employee management

Overwhelming email notifications

High premium costs

Complex user experience

See pros and cons details
ClickUp logo
Reviews Sentiment
 
 
 
1-2(50)
3-4(1,342)
5(3,166)
Key Features
Prioritization4.4
Progress Tracking4.6

User insights about the customizable templates feature

Reviewers indicate that ClickUp's customizable templates streamline repetitive processes and save time. They value the ability to tailor workflows to specific needs, enhancing productivity and consistency. Users appreciate the variety of templates available and the extensive customization options, including fields, colors, and labels. They note that this feature is particularly useful for managing detailed projects efficiently.
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See related user reviews

“With ClickUp, you can choose from a variety of templates or create your own to match your team's specific needs. You can also customize the fields, colors, and labels to make your workflows and organization as efficient as possible. ”
Verified reviewer profile picture

shaibu p.

The Best Way To Manage Your Projects: A Comprehensive Review Of ClickUp.

“Customizable templates in ClickUp allow teams to streamline repetitive processes and save time. This feature ensures consistency across tasks and projects while enabling users to tailor workflows to specific needs.”
DS

Dolendra S.

Developer

Starting price
10per user /
per month
Pros and Cons based on 4,558 verified reviews
Verified reviewer profile picture

Enhanced team collaboration

Boosted productivity

Comprehensive project management

High customization and flexibility

Continuous improvements

Slow performance speed

Inconsistent bug fixes

Complex navigation

Limited mobile support

Overwhelming email notifications

See pros and cons details
Notion logo
Reviews Sentiment
 
 
 
1-2(17)
3-4(638)
5(2,047)
Key Features
Prioritization4.5
Progress Tracking4.5

User insights about the customizable templates feature

Users report that Notion's customizable templates are highly beneficial for creating personalized workspaces. They appreciate the extensive variety of templates available, both from Notion and its community, which cater to diverse needs. Reviewers highlight the ease of adapting templates to specific requirements, enhancing productivity and creativity. They also value the ability to save and reuse customized templates.
Verified reviewer profile picture
Verified reviewer profile picture

See related user reviews

“The ability to customize templates in Notion is fantastic. I can adapt them to match my unique requirements and create a personalized workspace.”
Verified reviewer profile picture

ahmad a.

Assistant Manager

“The best thing about Notion are the variety of templates that are free to use, some of which are provided by Notion itself and most by its huge community. Since the Notion community is so wide in terms of usage, the templates are very diverse so whatever it is you are looking for like journaling, school time management, homework tracking, college, project management, everything will definitely have a template which you can clone and customize to how you want it.”
Verified reviewer profile picture

Nethmi R.

Software Engineer

Starting price
12per user /
per month
Pros and Cons based on 2,702 verified reviews
Verified reviewer profile picture
Verified reviewer profile picture

Versatile productivity features

Effective team collaboration

Comprehensive project management

Efficient project tracking

Flexible organizational tools

Limited offline functionality

Occasional performance issues

Inefficient search functionality

Complex user experience

Cluttered navigation interface

See pros and cons details

Other Top Rated Strategic Planning Software with Customizable Templates in 2026

Trello logo
Category Leaders

Visual collaboration tool for shared project perspectives

Trello is a project management tool that helps teams organize and manage their tasks. It caters to a range of industries and teams, from marketing to engineering. Trello's simple and intuitive interface makes it easy for any team to get started and stay on top of their work.

Read more about Trello

Users also considered
Asana logo
Category Leaders

Project tracking and workflow management platform

Asana is a strategic planning platform that connects all your work in one place and bring teams together, anywhere. Use AI-powered features to manage tasks, track progress, and adapt quickly to changing priorities. Join millions of users across 200+ countries using Asana to get more done.

Read more about Asana

Users also considered
monday.com logo

Project management software

Strategic Planning is easy with monday.com - Set goals, estimate timelines & manage resources with ease.

Read more about monday.com

Users also considered
ClickUp logo
Category Leaders

Productivity platform for marketing agencies

ClickUp is a productivity platform that helps businesses combine project management tools, AI capabilities, and collaboration features in a unified workspace. The system can integrate tasks, documents, goals, and chat functionality while offering AI-based agents that automate workflows and answer questions. ClickUp serves teams across various departments with enterprise-grade security certifications including SOC 2 Type II, ISO 27001, GDPR, and HIPAA compliance.

Read more about ClickUp

Users also considered
Notion logo

Project and task management tool

Notion is a project and workflow management solution that helps businesses streamline operations related to goal setting, status tracking, lead management, and more on a centralized platform. It enables users to utilize the drag-and-drop interface to organize, rearrange, and develop ideas or plans.

Read more about Notion

Users also considered
Smartsheet logo

Online work execution platform for businesses of all sizes

Smartsheet, an online work execution platform, empowers organizations to plan, track, automate, and report on work. Over 80,000 brands rely on Smartsheet for project and work management because of its easy-to-use interface, real-time gantt charts and dashboards, and work automation features.

Read more about Smartsheet

Users also considered
Airtable logo

AI-Powered, No-Code App Building Platform

Airtable is the AI-powered app platform that unifies data, maximizes collaboration, and powers smarter workflows — no code required.

Read more about Airtable

Users also considered
Miro logo
Category Leaders

Miro is a visual workspace for innovation

Miro is #1 collaborative whiteboard platform for teams of any size, trusted by over 100M users worldwide.
Propel your plans from strategy through execution.Run engaging remote planning sessions,build visual presentations,and manage and track progress collaboratively. Try Miro for strategic planning

Read more about Miro

Users also considered
Wrike logo
Category Leaders

AI powered workflow management platform

Wrike is a strategic planning software used by 20,000+ companies worldwide. Strategic planning features include customized performance reports, resource management, Gantt charts, Kanban boards, time tracking, portfolio management, and workload overviews. Includes automation with 400+ integrations.

Read more about Wrike

Users also considered
Figma logo
Category Leaders

Collaborative platform for UI designing and prototyping

Figma is a cloud-based UI designing and prototyping tool, which allows multiple teams to collaborate on creating, testing, and deploying interface or product designs. Features include version history, project management, commenting, user-based permissions, plugin creation, and single sign-on (SSO).

Read more about Figma

Users also considered
Adobe Workfront logo
Category Leaders

Online enterprise work management software

Plan, define, and then execute on business strategy using a single, consolidated platform. With Adobe Workfront, leaders can compare multiple scenarios to optimize goal achievement and then make data-driven decisions (or quickly pivot to seize new opportunities) based on work outcomes and impact.

Read more about Adobe Workfront

Users also considered
GanttPRO logo
Category Leaders

Online Gantt chart software for project management

Online project management tool based on Gantt charts. Intuitive interface, nice UX/UI design, powerful features at affordable prices.

Read more about GanttPRO

Users also considered
Teamwork.com logo

Profit from every client demand.

Combining powerful project management and easily streamlined operations - we’re the only platform built for managing client projects, profitably.

Read more about Teamwork.com

Users also considered
Aha! logo
Category Leaders

Platform for strategic product roadmapping

Aha! Roadmaps is the complete product management solution. Set your product roadmap based on strategy, resources, and what customers value most. Make objective prioritization decisions. Build visual plans or create a live dashboard to show the timing and scope of initiatives, launches, and projects.

Read more about Aha!

Users also considered
Flowlu logo

Work automation and team collaboration in one platform.

Flowlu’s strategic planning tools help you set goals, map out initiatives, and track progress with mind maps, project roadmaps, and performance analytics. Align teams, allocate resources effectively, and ensure long-term business success with data-driven decision-making.

Read more about Flowlu

Users also considered
IBM Targetprocess logo

Visual platform that helps to scale agile across the company

Visual, flexible tool with full support for Scrum, Kanban or a custom approach. Gives visibility across teams, projects and the whole company.

Read more about IBM Targetprocess

Users also considered
Bitrix24 logo

All in one business management workspace

Bitrix24 is a free cloud and open source collaboration platform providing CRM, document management, tasking, time management, and project management tools. Over 12 million companies rely on Bitrix24 in 186 countries.

Read more about Bitrix24

Users also considered
Lucidspark logo
Category Leaders

Virtual whiteboard solution for team collaboration

Lucidspark is a web-based whiteboard tool, designed to help teams collaborate on projects and share ideas. The collaborative platform provides users with an adaptable space to share ideas, create plans, collaborate on projects, organize tasks, and evaluate ideas.

Read more about Lucidspark

Users also considered
Portfolio Manager logo

Software for automatically managing and scheduling projects

Portfolio Manager is a comprehensive project management platform that uses predictive scheduling to dynamically adapt to change & manage uncertainty. It provides accurate project timelines, optimizes resource allocation, & helps teams plan and predict, no matter how complex their portfolio.

Read more about Portfolio Manager

Users also considered
Sage Intacct logo

Best-in-class Cloud ERP for Finance

Sage Intacct is a leading provider of best-in-class cloud ERP software, and is the preferred cloud financial management applications for the AICPA.

Read more about Sage Intacct

Users also considered
Profit.co logo

AI-enabled enterprise strategy management software

Profit.co is a cloud-based and AI-enabled strategy execution that assists with managing individual, team,and organization-wide goals for businesses of all types. Businesses can utilize Profit.co to define custom metrics and roll out OKRs across the entire company in order to track goals and results.

Read more about Profit.co

Users also considered
Zoho Sprints logo
Category Leaders

Agile project management for software development teams

Zoho Sprints supports strategic planning with OKRs, risk matrix, budgets, epics, release planning, and custom modules.

Read more about Zoho Sprints

Users also considered
Zenkit logo

Multi-view project management & collaboration tool

Zenkit is a multi-view project management & collaboration tool with features for task & data management, mind mapping, Kanban boards, tables & to-do lists.

Read more about Zenkit

Users also considered
Peoplebox logo

Enterprise OKR Platform used by Disney, Reliance & Razorpay

OKR focused strategy execution platform that help fast-growing companies align and achieve moonshot goals.

Read more about Peoplebox

Users also considered
TeamGantt logo

Online Gantt Chart Software for teams

TeamGantt combines Gantt charts with time tracking, task level communication and file sharing to provide project management and project scheduling for teams

Read more about TeamGantt

Users also considered

Key features for Strategic Planning software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

  • Prioritization: Reviewers value the visual tools like Gantt charts and kanban boards, which help organize tasks and prioritize them effectively based on urgency and importance. 97% of reviewers rated this feature as important or highly important.
  • Progress Tracking: Users appreciate the variety of methods to track progress, including metrics and visual indicators, ensuring real-time project monitoring and accountability. 96% of reviewers rated this feature as important or highly important.
  • Project Planning: Reviewers highlight the detailed scheduling features, resource allocation management, and collaborative tools, which help visualize timelines and dependencies for effective project planning. 96% of reviewers rated this feature as important or highly important.
  • Task Progress Tracking: Users find real-time tracking with visual indicators useful for monitoring tasks, preventing bottlenecks, and ensuring timely project completion. 94% of reviewers rated this feature as important or highly important.
  • Goal Setting/Tracking: Users appreciate the structured framework for setting and tracking SMART goals, which promotes clarity, accountability, and alignment with organizational objectives. 94% of reviewers rated this feature as important or highly important.
  • Task Management: Reviewers emphasize the importance of organized workflows, task assignment, and tracking features, which enhance productivity, collaboration, and timely project delivery. 93% of reviewers rated this feature as important or highly important.