Use Exl-Plan for
preparing comprehensive financial projections for 1/3/5/7
years ahead. Ideal for a business plan, strategic planning, cash
flow forecasting, raising finance, budgeting and financial appraisals.
details, download free
or trial copies or buy & use now.
This Online Strategic Planner is suitable for substantial start-ups,
established businesses and strategic business units within major corporations.
When completed, your plan will print out on three pages. It will be usable
in its own right as a stand-alone document or as the precursor
to a business plan (see How to Write a Business Plan).
View this Sample Strategic
may wish to print this plan for reference purposes) and check out feedback
from past users. Here is an overview of past users based on anonymous
feedback supplied using the form immediately underneath the online
Location of Users
Minutes Spent on Planner
Up to 50
Note: The content of your plan is strictly confidential and is not
disclosed to us. In theory, your plan could be observed by a third party
during the compilation process, as might be the case for virtually every
text-based transmission. In practice, this is extremely unlikely to happen.
Prior to using the online planner, we recommend that you review the
contents of the following white papers:
At any stage, press the Compile Plan buttons below to update your
compiled plan which will be displayed on a separate page.
drafting, use your browser's back arrow
to get back to your place in the form.
When your plan has been completed, you can use the compiled plan as
is, or copy/paste its contents into a word processor for final
editing and/or reformatting. See Follow Through.
That's it !!!! Get a cup of coffee,
take the phone off the hook, get thinking and start planning. Allow
yourself reasonable time (about 60 minutes) to complete
the plan in one sitting.
The planner is also very suitable for use by a management team
- just print and distribute copies of the plan's
structure, and appoint an "editor" to input ideas into the
form below. Allow plenty of time for discussion and debate.
Whenever you press a Compile Plan button, you will
be sent to a separate newly-compiled page containing your plan.
To continue drafting, use your browser's back
arrow to get back to your place in the form.
That completes the Plan !
If you press the Compile Plan button above, you will be sent
to your final compiled plan. To preserve its contents, you should copy/paste
the entire plan into Microsoft Word (or similar) on your PC. Alternatively,
you can save the file containing the compiled plan on your PC. Note that
it will be saved as a *.htm file if using Internet Explorer and as *.php
if using Netscape.
By copying and pasting your compiled plan into Word, you can do final
editing and/or reformatting. This could include the following:
Deleting or merging headings.
Merging items to eliminate duplication and to generally
tighten up the text - shorter is best.
Removing the SWOT analyses where it might not be appropriate
to show these, for example, to investors.
Tip: If the strategic plan should include SWOTs,
consider redrafting them as a very positive concluding statement
to the strategic plan, e.g. XXX Inc is now very well placed
to exploit xxx & yyy opportunities as a result of building
up its xxx & yyyy resources and surmounting difficulties
in the xxx & yyy areas ............. and so on.
Bear in mind that a good strategic plan is not simply written
(once). It should be revised and redrafted (several times,
if necessary) until it becomes a tightly focused, practical
and attainable plan of action. If you produced the
plan by yourself, it could be very beneficial to show it to
some independent,experienced person for feedback before finalization.
If you have used the On-Line Strategic
Planner, we'd welcome anonymous feedback about it
and how you'll use the resultant plan.
No identification or e-mail address is required. However, if
you wish us to reply to your feedback, you
must include an e-mail address, or better still, use this Contact
Once your Strategic Plan has been drafted, you need to give some thought
to its detail, execution and implications. There are lots of other
useful tools at PlanWare to explore.
Free-Plan - FreeBusiness
Plan Template for Word
(48 pages) and a complementary Guide (supplied
as a 90+ topic Help file and as a 100+ page PDF file for printing.
Note that the output from the Strategic Planner is ideal for inclusion
in edited form in Section 3. Strategic Overview of
you need to produce financial projections as part of your plan,
take a look at our financial planner - Exl-Plan (for
Excel) which can be used to prepare fully-integrated 3/5/7-year financial
projections (P&Ls, cashflows, balance sheets, ratio analyses and graphs).
It incorporates a Quik-Plan facility for doing quick
and dirty projections as well as tools for doing "what-ifs"
and several types of sensitivity analyses. Click the thumb
opposite to view a Du-Pont type Profitability Planner which can be
used to drill down through ratios and explore high-level "what-ifs" (included
in Exl-Plan Super,
Super Plus, Ultra & Ultra
Plus versions). For a more basic planner,
look at Exl-Plan Basic (US$ 29) which generates comprehensive "high-level" 5-year
projections based on annual assumptions (in contrast to the more detailed
monthly and quarterly assumptions used by other versions in the Exl-Plan
range). Get full details and trial
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