Built for housing co-operatives
Planning tools for housing co-operatives
Plan housing charges, life after your operating agreement, and the risks your co-op carries, in plain language members and volunteer directors can follow.
- Co-op mode for housing charges, not rents
- Clear charts for member meetings
- Viewer access for directors who only need to read and present
The planners that fit
Each planner has a guided tour, built-in Help, Excel import, PDF board reports, and cloud save.
Operating Agreement Expiry & Sustainability Planner Pro
Switch to co-op mode and model housing charges and subsidy for the years after your operating agreement ends.
Open plannerBudget & Forecast Planner Pro
Build a multi-year budget and forecast that your board and members can follow.
Open plannerRisk Management Planner Pro
Track the risks to your buildings and your co-op, before and after the controls you have in place.
Open plannerBoard Governance Scorecard Pro
See how your volunteer board is doing, and where it needs to grow.
Open plannerFree tools
No licence or sign-in needed.
Government Ask Planner
Turn your funding need into a clear, one-page ask that government can say yes to.
Open the toolAlso built for
Get every planner for $995 a year
Or bring your team, with orientation included, from $2,495.