The Plan Module
Plan any initiative for any client or team: digital transformation, quarterly company plans, onboarding and career paths. Anything you plan once becomes a template for everyone.
A plan is a strategy
with owners and dates.
Assessments find the gaps and initiatives schedule them. The Plan module is where the work gets assigned, tracked and finished, for your clients and for your own company.
1
PLAN MODULE FOR CLIENTS AND YOUR MSP
3
KINDS OF PLANS: CLIENT, COMPANY, TEAM
100%
OF ITEMS WITH AN OWNER AND A DATE
Agile planning for any initiative
A simple, multi-tenant planning tool: items, statuses, owners, start and due dates, grouped into now, next and backlog for every company you manage.
- Items, statuses, owners and dates
- Now, next and backlog for every company
- One module for all your clients
Plan it once, apply it everywhere
Any plan can become a template. A new client onboarding, a security overhaul or a quarterly plan, applied to every client in a click.
The plan lives on the QBR report
After the assessment, build the client’s plan right on the report they see in the meeting and in the portal. The plan and the strategy never drift apart.
Three kinds of plans, one module
Client plans
IT plans for every client, built from the assessment and tracked quarter by quarter.
Company plans
A template inspired by EOS or any other framework: your vision by quarter, year and beyond, and a quarterly plan for every team.
Team member plans
Interview plan, onboarding plan and a career evolution vision for every person on your team.
Run your own company on it
My tasks, my plans and recent plans across every company, with a quarterly plan for each team in your MSP and a career path for every team member.
Why Strategy Overview?
Reactive support is a commodity. What clients pay a premium for is a plan. Strategy Overview is the platform built to deliver that plan every quarter, for every client, from one record.
Built for the QBR, by MSP operators
Strategy Overview started inside an MSP. Assessment, initiatives, budget and report are one client record, so the QBR is assembled, not rebuilt.
Unlimited users, priced per client
Every vCIO, account manager and engineer gets a seat. You pay for the companies you manage, and the per client rate drops as you grow.
Month to month, free to start
Free for 3 companies, golden template included. No long term contract on any plan.
Arya, the world's first vCIO assistant
Ask about technology, scopes of work and QBR best practice, and let Arya help fill out the assessment. Plus an open API and an MCP server.
Connected to the stack you already run
ConnectWise, Autotask, Halo, Kaseya BMS, Syncro, ServiceNow, NinjaOne, Datto RMM, Hudu, IT Glue, Microsoft 365 and more. Nothing to re-key.
Recognized by the MSP community
IT Nation PitchIT winner, BetterTracker Category Leader and Fastest Growing.
Your data, in the region you choose
Strategy Overview runs on Microsoft Azure in the United States and in Ireland. Pick the datacenter when you register and every client you add lives there.
United States
Microsoft Azure datacenters in the US for North American MSPs. Client data stays in country.
- Low latency for US and Canadian partners
- Azure security and uptime
- Selected when you create your account
Ireland
Microsoft Azure datacenters in Ireland for MSPs in the UK and the EU. Data stays inside the EU.
- EU data residency for European partners
- Azure security and uptime
- Selected when you create your account
API
&
MCP
Connect your existing AI and automations with our API and a first-class MCP server to take your IT leadership into the future.
LAUNCHING IN SEPTEMBER
What MSP leaders say
Real reviews from MSPs running their vCIO process on Strategy Overview.
Put owners and dates on every strategy
See the Plan module on a real client in a 30 minute demo.
- Free for 3 companies
- Unlimited users
- Golden template included