Planning cohorts that keep going after the last session
Funders, capacity builders, and consultants use Causey to give every organization in a cohort a living strategic plan, and to stay close as they put it to work.
What each organization gets
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Its own plan in Causey
Mission, focus areas, goals, metrics, and action items, owned by the organization's staff and board.
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A shared starting point
Share a plan template with the whole group, so every organization starts from the framework you teach.
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The strategic planning course
Included with every plan, so staff can catch up on the method between sessions.
What you get as a funder or facilitator
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An advisor seat in every plan
Work inside each organization's plan with full access, and choose to get an email when they post progress.
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The whole group in one place
See every organization in your cohort in one list, open any plan, and export the list when you need it.
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One bill if you want it
Cover the whole cohort on a single billing account, or have each organization pay for its own plan.
How a cohort runs
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Set up the cohort with us
Tell us how many organizations, your timeline, and your planning framework. We set up the group and your template.
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Plan together
Organizations build their plans in Causey during your sessions, with your facilitators working alongside them.
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Put the plans to work
Causey asks each goal owner for progress updates, so the work keeps moving after the last session.
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Check in anytime
Open any organization's plan before a coaching call or when you're writing your own report to the board.
Who we work with
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Funders and alliances
In 2026, Thrive Alliance and Silicon Valley Community Foundation brought 15 nonprofits to Causey through two planning cohorts, with coaching from Mission Met. Read about the cohorts
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Consulting partners
Mission Met, Plan A Advisors, Jenark Business Solutions, Care Deeply, A. Hart Associates, and Alexander | Carrillo Consulting run client engagements on Causey. Consultants can also join our affiliate program.