Partners for Planning

Name

Partners for Planning

Legal name

Partners for Planning

Website

https://planningnetwork.ca

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Disability Support Services

NAICS

Other Individual and Family Services (624190), Services for the Elderly and Persons with Disabilities (62412), Social Assistance (624)

SIC

Services-Social Services (8300)

akta.pro primary industry

Disability Services & Independent Living Support (BPAGACAG)

akta.pro secondary industry

Family/Caregiver Transition Training & Planning Support (EDAKANAL)

Keywords

• Disability future planning
• Independent facilitation services
• Developmental disability resources
• RDSP planning support
• Nonprofit family support

Headquarters

HQ city

Toronto

HQ country

Canada

HQ region

North America

Offices8 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Government Funding: Primary funding from Ministry of Children, Community and Social Services. Additional project-specific grants from Employment and Social Development Canada (ESDC) for initiatives like the Planning and Facilitation Collaborative (2023-2026).
2. Fee-for-Service Facilitation: Independent Facilitation and person-directed planning services provided on a fee-for-service basis since organization inception. SSAH and Passport Funding can be used for facilitation services.
3. Donations: Charitable organization accepting donations from the public to support operations and resource development.
4. Digital Resource Production: Revenue generated by producing digital resources for other organizations.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels6 records

Core offering

Partners for Planning delivers free online educational resources, planning tools, and community programming through its Planning Network platform, alongside fee-for-service Independent Facilitation that helps people with developmental disabilities and their families build personal support networks, plan for financial security (including RDSP), and create community-based life plans. The organization complements these services with advocacy coalitions (RACO), a federally funded professional community (PFC), knowledge-translation initiatives (RealXchange), and province-wide directories connecting families with qualified legal, financial, accounting, and facilitation professionals.

Product overview

Partners for Planning is a charitable non-profit organization (founded 2009) that empowers people with disabilities and their families with FREE resources to create meaningful lives and secure futures. The organization operates primarily through its Planning Network online platform, which serves as the central hub providing webcasts, webinars, video content, and self-directed learning modules. The portfolio includes the Planning Network (main resource hub), Independent Facilitation services, the Planning and Facilitation Collaborative (national online community for professionals), the RDSP Action Coalition of Ontario (advocacy coalition), and RealXchange (Knowledge Translation hub). Supporting offerings include practical tools such as the Future Planning Tool, Taking Charge of Your Life, and RDSP Calculator; educational materials like Action Guides and Toolkits covering life stages from early childhood through adulthood; and directories connecting families with Professional Services and Independent Facilitators. The organization also offers the Safe and Secure book and Free DTC Application Support for federal benefit assistance. All core services are provided free of charge, with Independent Facilitation available on a fee-for-service basis.

Differentiator

Problem solved

Functional benefit

Brands

• Planning Network: Online resource hub providing free resources for families caring for relatives with disabilities
• Planning and Facilitation Collaborative (PFC)
• RDSP Action Coalition of Ontario (RACO)
• RealXchange

Products and services

• Planning Network
• Independent Facilitation
• Planning and Facilitation Collaborative (PFC)
• RDSP Action Coalition of Ontario (RACO)
• RealXchange
• Safe and Secure Book
• Professional Services Directory
• Independent Facilitators and Planners Directory
• Future Planning Tool
• Taking Charge of Your Life
• RDSP Calculator
• Benefits Wayfinder
• Free DTC Application Support

Quantifiable outcome

• 50,000+ annual visitors to Planning Network with over 40,000 unique visitors
• +2 more outcomes

Named customers2 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Nine partnerships are on record, tiered core, major and minor.

• Employment and Social Development Canada (ESDC)coreOthers · 1 January 2023Federal funder supporting the Planning and Facilitation Collaborative (PFC), a 3-year project (2023-2026) to build capacity for planning and facilitation services nationally.
• PLAN (Planned Lifetime Advocacy Network)coreOthersP4P is an affiliate of PLAN, a national non-profit organization that supports people with disabilities and their families with future planning.
• The PLAN InstitutecoreOthersP4P is an affiliate of the PLAN Institute, which provides training and education for disability planning professionals.
• Ministry of Children, Community and Social Services (Ontario)coreOthersPrimary funder of P4P operations, providing ongoing funding to support the organization's mission of helping people with disabilities and their families plan for the future.
• Ontario Partner Organizations (100+)majorChannel Partner/ Reseller/ DistributorOver 100 disability organizations and family networks across Ontario partner with P4P to share resources with their communities. Partners include Community Living Essex County, Community Living Ontario, and Ontario Disability Employment Network (ODEN).
• Community Living Essex CountymajorStrategic or Co-development PartnerPartner in the RealXchange Knowledge Translation and Transfer (KTT) initiative, a resource hub sharing learning, tools and resources for developmental services professionals.
• Ontario Disability Employment Network (ODEN)majorStrategic or Co-development PartnerPartner in the RealXchange Knowledge Translation and Transfer (KTT) initiative.
• Prosper CanadaminorStrategic or Co-development PartnerCollaborated on development of the Benefits Wayfinder tool to assist Canadians with accessing benefits, and co-developed RDSP calculator with PLAN Institute.
• Ontario Independent Facilitation Network (OIFN)minorStrategic or Co-development PartnerOIFN.ca provides resources and facilitator directories for independent facilitation services. P4P refers families to OIFN for facilitator search capabilities.

Scale indicators5 records

Recent moves8 records

Expansion highlights6 records

Broad incumbents

• Inclusion Canada: National federation advocating for the full inclusion of people with intellectual disabilities and their families. Larger and broader in scope but addresses overlapping family-support and policy-advocacy needs.

Regional players

• Disability Alliance BC: British Columbia non-profit providing advocacy, benefits navigation, and future planning resources for people with disabilities. Closest provincial analog to P4P's Planning Network model in another Canadian province.
• Kerry's Place Autism Services: Ontario-wide autism services organization providing person-directed planning, residential supports, and resource navigation. Overlaps with P4P's Independent Facilitation services and family support model.

Direct peers

• ARCH Disability Law Centre: Ontario specialty legal clinic for people with disabilities, addressing legal capacity, decision-making, and benefits navigation. Closely aligned with P4P's legal-planning and Supported Decision-Making resources.
• Surrey Place: Toronto-based health centre serving people with developmental disabilities and their families, offering clinical, community, and resource-navigation services. Comparable Toronto footprint and family-support orientation.
• Community Living Ontario: Provincial federation supporting people with intellectual and developmental disabilities across Ontario. Comparable advocacy, family support, and resource-distribution model, and an active partner in P4P's referral network.
• Ontario Disability Employment Network (ODEN): Ontario network advancing employment outcomes for people with disabilities. Strategic partner on the RealXchange KTT initiative, with overlapping professional-capacity-building programs.
• Reena: Ontario-based non-profit providing housing, community participation, and planning supports for individuals with developmental disabilities. Competes in overlapping facilitation and housing-planning categories.
• PLAN Institute for Caring Citizenship: National Canadian non-profit affiliate of P4P that pioneered person-centred future planning for people with disabilities and families. Closely aligned mission and overlapping products (RDSP resources, facilitation training).

Emerging players

• Prosper Canada: National non-profit advancing financial empowerment for low-income Canadians, including people with disabilities. Co-developed P4P's RDSP Calculator and Benefits Wayfinder, and is a comparable non-profit in adjacent financial-capability services.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/P4Planning
• Facebookfacebook.com/p4pplanningnetwork
• LinkedInlinkedin.com/company/partners-for-planning
• Instagraminstagram.com/p4planning

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Partners for Planning