If you'd prefer to work entirely off-line or prepare a more
comprehensive plan, the options include:
- Download Free-Plan, our free 150-page
business plan guide and Word-based template. It
uses the same basic structure as the Online Planner but gives
you the option to plan in much greater detail.
- For help with generating financial projections for a business
plan, see Exl-Plan,
a comprehensive range of Excel-based templates
available to download as
freeware and try-before-you-buy software.
Note: The content of your plan is strictly confidential
and not disclosed to us. In theory, it 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.
2. How to
Use the Planner
To create an Outline Plan, proceed
- Enter text as guided for all relevant sections in the form
- At any stage, press a Compile Plan button to
see your compiled Outline Plan. To continue drafting,
use your browser's back arrow to
get back to your place within the form.
- When finished, you can use the compiled material in several
ways as explained in Using the Outline
That's it !!!! Get a cup of coffee, take the phone off the hook, get thinking
and start planning. Allow yourself reasonable time to complete the job.
Whenever you press the Compile Plan button, you will
be sent to a separate newly-compiled page containing your plan.
To continue drafting at this page, use your browser's back
VERY IMPORTANT: Your
inputs to the form below and the resultant plan will reside in
your PC's memory and online. Consequently, if you close (or refresh)
this page before completing the form and saving the compiled
plan, you'll lose all your work!
Tip # 1: When you see your plan after pressing
the Compile Plan button, we
recommend you periodically copy
and paste the Outline Plan into a text editor
such as Notepad. You can keep overwriting previous pastes so
you only retain the latest version. This may seem a pain in the
*** but it will ensure that your compiled plan is safe even if
a problem arises.
Tip # 2: You can go off-line and continue working
on your plan (provided you do not close this
page). When your plan has been finalized, press the
Compile Plan button to get back online and to
see/print your compiled plan. If you work on your
plan off-line, you must finish the entire plan
Once you go back online, you'll be able to see/print
your plan but you will not be able to edit it online.
Please Send Feedback
If you have used some or all of the Planner, we'd welcome anonymous feedback
and suggestions. No identification or email address is required. However,
if you wish us to reply to feedback, you must include your email address.