Basic & Free
Planners for Financial Projections and more ...
Our Exl-Plan range
of integrated monthly/quarterly planners
includes Exl-Plan Basic which
uses annual assumptions to generate comprehensive 5-year projections.
This simple, low-cost version (US$29) will meet many business planning
needs.
Get details, download free
trial copy or buy & use
now.
Also available is a completely free version, Exl-Plan Free,
which is identical to Basic but projects
for just two years ahead. Details and free
download.
The Free and Basic versions
of Exl-Plan are complemented by other more detailed, powerful
versions of Exl-Plan. Get details and
download trial copies.
All versions of Exl-Plan include a free 150-page
Business Plan Guide & Template (for Word).
This section introduces Free-Plan and its sister product, Biz-Plan.
It also introduces Exl-Plan, a range of financial planners, which
incorporates a copy of Free-Plan. Here is what CNet.COM recently
said about Biz-Plan (aka Free-Plan):
Writing a good business plan is the first step to success. But
what if you don't know where to start? Never fear; Biz-Plan can help.
This Word template provides the outline of a business plan along with
an excellent help file (in CHM and PDF format) containing detailed instructions
and important hints. The template itself has helpful comments in each
section. Colors and fonts greatly facilitate text editing, as does the
automatically updated table of contents. Best of all, Biz-Plan is free;
you just have to register by e-mail. Whether you follow it to the letter
or draw on it for ideas, Biz-Plan is a great resource for getting a
business off the ground.
Free-Plan
Free-Plan is
a Business Plan Guide and Template
compiled and distributed as freeware by PlanWare. It comprises:
A Word-based Template (48
pages) contains a detailed framework and structure for writing
a business plan with sample text, typical tables and charts (click thumb opposite to enlarge view).
A complementary Guide (supplied
as a 90+ topic Help file and as a
100+ page PDF file for printing) offers extensive
section-by-section help related to the Template. It covers executive
summary, strategy and mission, profiling target markets, marketing
strategies, sales plans and projections, technology and R&D,
operations and management, financial projections and funding.
It also discusses such matters as planning to plan, length of
a business plan and writing a basic/short plan.
Free-Plan is ideal for new and established businesses
seeking to expand, raise finance etc. which need to produce a
comprehensive business plan for internal/external use. While
Free-Plan is not specifically aimed at very small businesses
(e.g.
annual sales under, say, $250,000), it contains many ideas
and issues which could be adopted to produce a shorter,
simpler plan as explained in the Guide.
Free-Plan is freeware. The supplied Template is a protected, 'read-only'
document for Microsoft Word. Upon registration, this protection
can be removed and the Template can be freely modified by the registered user. Free-Plan registration is completely free and there
are no strings
attached ! You will not be added to any email list as a result
of
registering. Check our privacy policy.
The latest release of Free-Plan is designated 3.0. It is a major
revamp with the complete separation of the Template from the Guide.
The Template has been restructured and the Guide contains substantial
additional advice and guidance. If you have an earlier release,
you may wish to delete/uninstall it and use the links below to
download the latest release.
To check your release
of Free-Plan, look for the release number on the third line within
the colored table on the first page of the DOC file.
To
register Free-Plan, you should email its serial number which is
visible on the first page of the Free-Plan Template file (click
thumb opposite to enlarge) to <freeplan@planware.org>
or use the Registration
Form below.
Online Tutorial
View a Tutorial
(2 minutes) on how to register and start using Free-Plan /
Biz-Plan. *
* If using Word 2007, the registration procedure
is slightly different: Load the Free-Plan DOC file, select
the Review tab
and go to the Protect group. Click the Protect
Document button and select the Restrict Formatting
and Editing option. Look at the bottom of the task
page for Restrict Formatting and Editing, click
the Stop Protection button and enter the password
into the Unprotect Document box.
Biz-Plan
Biz-Plan and Free-Plan are, in theory, identical
packages with different names. In practice, different releases of
Biz-Plan are scattered around the Internet and these may not be as
up-to-date as Free-Plan.
The latest release of Biz-Plan is designated 3.0. If you have
an earlier release, you may wish to delete/uninstall it and use
the links below to download the latest release of Free-Plan.
To check your release
of Biz-Plan, look for the release number on the third line within
the colored table on the first page of the DOC file.
To register Biz-Plan, you should email its serial number to bizplan@planware.org
(see README.TXT for further info.) or use the Registration
Form below.
Online Tutorial
View a Tutorial
(2 minutes) on how to register and start using Free-Plan
/ Biz-Plan. *
* If using Word 2007, the registration procedure
is slightly different: Load the Free-Plan DOC file, select
the Review tab
and go to the Protect group. Click the Protect
Document button and select the Restrict Formatting
and Editing option. Look at the bottom of the task
page for Restrict Formatting and Editing,
click the Stop Protection button and enter
the password into the Unprotect Document box.
Biz-Plan
(Free-Plan) awarded 5-Stars by C|Net
Exl-Plan
Exl-Plan is our range of Excel-based planners
for generating comprehensive financial projections for businesses of all types
and sizes. It is the ideal companion for use with either Free-Plan or Biz-Plan.
Get full details and download trial
copies.
If you have already downloaded Exl-Plan
Free, our freeware business financial planner for Excel, please
note that it contains a copy of Free-Plan. If you
register Exl-Plan Free (click thumb above
for guidance), you will be automatically
also registered for Free-Plan.
If your copy of Free-Plan included with Exl-Plan Free is
not release 3.0, you may wish to download the latest release of
Free-Plan using the links below. If you do this, you must register
Free-Plan separately from Exl-Plan Free.
To check your release
of Free-Plan, look for the release number on the third line within
the colored table on the first page of the DOC file.
To Download Free-Plan: Important: Free-Plan requires Microsoft Word.
Click
an appropriate link below. To download Exl-Plan Free for business
finanical projections (which includes a copy of Free-Plan),
go here
instead.
Free-Plan
- For Windows 95/98/Me/NT/2000/XP/Vista running with Word
97, 2000, XP, 2003 or 2007:
If you are using Windows XP
or Vista, you can
ignore the Security Warning about "unknown
publisher" when
downloading FREEPLAN.EXE as we are the
publisher.
FREEPLAN.ZIP
needs to be uncompressed using an utility like WinZip before installation.
Our Privacy & Security
Statement applies
to all our software. This means that Free-Plan DOES
NOT contain "adware", "spyware" or
any devices for collecting and/or transmitting
any user information and we DO NOT send spam..
To Set Up Free-Plan:
If you downloaded the ZIP file, unzip and open
it and place the files* in an appropriate folder
(e.g. call it Free-Plan) on your PC. If you need an unzip utility,
download WinZip.
If you downloaded the EXE file, run it
to install the Free-Plan files*.
*
These files comprise README.TXT,
LICENSE.TXT, FREE-PLAN_GUIDE. CHM (comprehensive help file), FREE-PLAN_GUIDE.PDF
(comprehensive manual) and FREE-PLAN_TEMPLATE.DOC (Word document).
To Use Free-Plan after Installation:
If you downloaded the ZIP file, just open the supplied files.
If you installed from the EXE file, use Start
| Programs | Free-Plan and
select Free-Plan
Template. Alternatively, go to the folder where you placed
Free-Plan and click on FREE-PLAN_TEMPLATE.DOC. Both approaches will
start Microsoft Word and load the Template.
The detailed Guide can
be opened via Start
| Programs | Free-Plan (if you used the EXE) or by clicking FREE-PLAN_GUIDE.CHM
(HTML style help file). Open FREE-PLAN_GUIDE.PDF
if you'd like a printable copy of the Guide (this requires the widely-used
free Acrobat
Reader).
To modify the Free-Plan template,
you need to register for free - see below.
To Uninstall Free-Plan:
Use Add or Remove Programs within the Control Panel (access
via Start
| Settings) if you used the EXE file, or simply delete the ZIP
file and its contents.
First, you must download, install and run the Free-Plan
or Biz-Plan DOC file using Word.
Register by sending us a special serial number (a)
using the form below or (b) within the body of
an email to <freeplan@planware.org>.
You will find this serial number inside
the box/table on the first page (click thumb opposite for guidance)
of FREE-PLAN_TEMPLATE.DOC once you have opened it with Microsoft Word.
Note: With earlier releases of Free-Plan and Biz-Plan, this box will
only become visible once Word has been set to View |
PageLayout (Word
6, 95 or 97) or View | Print Layout (Word 2000, XP or 2003).
Online Tutorial
View a Tutorial
(2 minutes) on how to register and start using Free-Plan / Biz-Plan.
*
* If using Word 2007, the registration procedure
is slightly different: Load the Free-Plan DOC file, select the Review tab
and go to the Protect group. Click the Protect
Document button and select the Restrict Formatting
and Editing option. Look at the bottom of the task page
for Restrict Formatting and Editing, click the Stop
Protection button and enter the password into the Unprotect
Document box.
Depending on your time of day, time zone and day of week, allow between
one and twelve hours to secure the registration code by email (in plain
text with no attachments). Note that:
If you don't hear from us within 24 hours, make contact again
but double-check your email address - wrong email addresses are
a problem! If you have just recently registered, please don't register
a second time - it won't speed up the process. In common with most
Internet-based businesses, we operate extensive spam-filtering. If
we don't respond to your request, check your original message to ensure
that it is not "all caps", overly HTML-intensive or contains
other spam-related elements, and then resend it.
If your own email system uses aggressive anti-spam filtering,
you may never receive our email containing your registration code.
You should temporarily add emails from "@planware.org" to your white
or friends list, or allow messages containing the phrases "Free-Plan"
and "Biz-Plan" to pass through your filters. Do
this before you seek registration.
If you intend to register Exl-Plan
Free (which includes a copy of Free-Plan), download
it from here and/or register
it here - there is no need
to separately register Free-Plan as you'll be given
codes for both packages when you register Exl-Plan Free.
Instead of sending an email, you can use the Registration Form below
to register either Free-Plan or Biz-Plan. You may
wish to bookmark this page to return to it once you have accessed Free-Plan
or Biz-Plan to secure its serial number.
Allow between one and twelve hours to secure the Unlock
Code. Please register just once!
If you wish to make a comment or get help, use this Contact
Form.
Get Help with Financial
Projections
Exl-Plan - Integrated Multi- Year Financial
Planner
Requires: Excel 5, 7, 8, 95, 97, 2000, XP, 2003 or
2007 with Windows 95/98/Me/NT/2000/XP/Vista.
Prices: Free to US$ 289.