Product tour
A look inside the CSI Strategy Toolkit.
This is a short, no-login preview of what the toolkit does, from strategy through to board-ready reporting. Figures below are illustrative. Start a free trial to work with your own programmes and data.
A sample of the live dashboard. Your account starts empty and fills in as you add programmes.
What is inside
One place for the whole CSI cycle.
Twelve connected modules take you from strategy to evidence to the reports your board asks for.
Strategy Workbook
Frame your CSI pillars, objectives, and theory of change.
Community Needs Assessment
Capture and prioritise the needs your programmes respond to.
Stakeholder Register
Map influence, interest, and engagement across stakeholders.
Programmes Canvas
Design programmes with outcomes, activities, and reach.
Approval Memos
Turn a programme into a board-ready approval memo.
Budget & Investment Tracker
Plan and track investment against each programme.
Risk Register
Log risks with automatic red / amber / green ratings.
Field Evidence Room
Hold the evidence that proves what actually happened.
KPI Bank & M&E
Set indicators and monitor performance over time.
Monthly & Annual Reports
Auto-filled reports, exported to DOCX and PDF.
AI Prompt Pack
Guided prompts to draft strategy and reporting faster.
Admin & Roles
Invite your team and control who can see and edit what.
Board-ready by design
Reports your board can actually use.
Monthly and annual reports fill themselves in from your strategy, programmes, budget, and evidence, then export to Word and PDF. Risk is rated automatically so nothing important slips through.
Start your 14-day free trial.
Set up your own organisation and see the toolkit with your programmes. No card required to start.