Abstract: In one embodiment, an account planning tool comprises computer software for organizing information concerning an account of an organization into a plurality of account planning categories, the account being associated with a client of the organization. The account planning tool comprises a relationship management category comprising relationship information. The relationship information comprises client surveys and a relationship development plan for developing personal relationships with the client. The account planning tool also comprises a growth category comprising growth information. The growth information comprises information regarding the background of the client and a new business development plan. The account planning tool also comprises a delivery category comprising delivery information.