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 planner

Budget & Forecast Planner Pro

Build a multi-year budget and forecast that your board and members can follow.

Open planner

Risk Management Planner Pro

Track the risks to your buildings and your co-op, before and after the controls you have in place.

Open planner

Board Governance Scorecard Pro

See how your volunteer board is doing, and where it needs to grow.

Open planner

Free 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 tool

Get every planner for $995 a year

Or bring your team, with orientation included, from $2,495.

See plans and pricing