Gettting Started with Free-Plan

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Start Here > Gettting Started with Free-Plan

You will find all of Free-Plan's files in the folder where you installed or unzipped the downloaded its EXE or ZIP file. They can also be accessed via Start > Programs > Free-Plan if Free-Plan was installed via the EXE file.

How to Get Started & Register

To get started with Free-Plan and register, you may wish to proceed as follows:

1.Review the structure of the Guide and confirm that it is relevant to your needs.
2.Optional: Print the PDF version (FREE-PLAN_GUIDE.PDF) of this Guide for off-line use.
3.Open the Free-Plan Template (FREE-PLAN_TEMPLATE.DOC) using Microsoft Word and scan its contents. If you wish to use it as a template for your plan, you will need to register to get a password to unlock the document and permit editing.
4.Registration is completely free and there are no strings attached!  Check our privacy policy at http://www.planware.org/privacy.htm. To register, locate the serial number within the colored table on the front page of the Template (see picture below). E-mail this number without spaces between characters inside the body of a message to freeplan@planware.org. That’s it!


 

IMPORTANT:
 
Free-Plan is distributed as a independent download and is also bundled with free, trial and purchased copies of Exl-Plan, our business financial planner. Please note:

1.If you downloaded Free-Plan by itself, just follow instruction #4 above to register.
2.If you downloaded a trial copy of Exl-Plan (Micro, Lite, Pro, Super, Super Plus, Ultra, Ultra Plus) for evaluation, you can register the bundled copy of Free-Plan by following instruction #4 above.
3.If you downloaded a copy of Exl-Plan Free and registered it, you will be automatically sent a password to unprotect Free-Plan as per instruction #5 below.
4.If you have purchased a copy of Exl-Plan (Micro, Lite, Pro, Super, Super Plus, Ultra, Ultra Plus), you will be automatically sent a password to unprotect Free-Plan as per instruction #5 below.
5.We will e-mail you back a password with simple instructions to unprotect the Template. You should receive your password within 1 to 12 hours depending on the time of day, your time zone etc.
6.Once unprotected, you are licensed to use the Free-Plan Template for your business plan. There are no restrictions on how and where you distribute your completed plan based on Free-Plan. However, you must not distribute the unprotected template file as a business plan template to third parties - they should acquire and register their own copies from PlanWare at http://www.planware.org/busplan.htm.

 

After Registering

Once you have registered:

1.Make a backup of the unprotected Template (FREE-PLAN_TEMPLATE.DOC) and print it out.
2.Optional: Print the PDF version (FREE-PLAN_GUIDE.PDF) of this Guide for off-line use.
3.Review the advice and suggestions in Planning to Plan.
4.Review the contents of the Guide and then use the printed copy of the Template to sketch the structure and key elements of your plan.
5.Using your backup copy of the Template, add, delete and modify the supplied headings. For more on this, see Using the Free-Plan Template and Table of Contents.
6.Use your new Table of Contents to structure a work program to be undertaken prior to any drafting of a detailed plan.
7.Most probably, you will need to do substantial market research and analysis to provide the backdrop for your business. Skip this step at your peril as a failure to assess the market could undermine your entire plan. Use 6. Profiles of Target Markets to help structure this work.
8.Having undertaken market research and confirmed that there is a viable opportunity for your business, commence the definition of the 3. Mission, Strategies etc.
9.Having completed these key steps, you can start detailed drafting using the Template with your revamped structure.
10.To compile your financial projections, consider using Exl-Plan, our range of fully-integrated, Excel-based financial planners - see Introducing Exl-Plan for Financial Projections and Using Exl-Plan with Free-Plan.

Online Help and Guide

In addition to the Word-based Template, Free-Plan is supplied with a printable version of this online help as a PDF file (FREE-PLAN_GUIDE.PDF). This file can be found in the folder where you installed or unzipped the downloaded its EXE or ZIP file. It can also be accessed via Start > Programs > Free-Plan if Free-Plan was installed via the EXE file.



Online:   Free-Plan Registration   Exl-Plan Details & Downloads