New management team organizational template and toolbox for the new year.
Strategic planning made easier and more sane than ever!
We call it the “One-Page Manager”
It’s a Hybrid Job Description + Executive Summary Template
More than just “Goal Setting” — It’s a coordinated execution plan.
See How it Works and How to Use it Here:
It’s the easiest way to help your team or your clients’ teams design their jobs for 2024 and beyond
Here’s how to use it…
First, complete one with each team member.
It’s in the Business Power Tools Toolbox.
When you give your team access, each person can fill in their own copy online.
You can even collaborate remotely.
Have them articulate their ideas for every area:
(It’s fully customizable.)
- Vision
- Mission
- Objectives
- Challenges
- Strategies
- Tactics
- Priorities
- KPIs (Key Performance Indicators) / OKRs (Objectives & Key Results)
- Ownership
Next, meet with your management team.
Everyone has a copy of everyone else’s One Page Manager.
They can all see each other’s vision, mission, obstacles, objectives…
Together, you sort things out…
How can you work together?
Address any overlaps, fill-in gaps…
Now everyone is on the same page and the
left-hand knows what the right-hand is doing!
If you just need a great business plan, here’s your secret weapon for organizing and driving your business forward
BizPlanBuilder writes a professional business plan for your project quickly and efficiently. Its organized system of pre-scripted sample business plan templates, flexible Excel financial models, and PowerPoint / Keynote presentation can be accessed online where you can collaborate with your team and advisors. Windows / Macintosh.
It’s the fastest and easiest way of turning your ideas into an investment-grade strategic business plan and a successful business. BizPlanBuilder also supplements the “business model canvas” and “lean start-up” ideas to give investors the details they want before writing you a check.
If you need to raise capital… It’s the funding leader evolved and vetted over 30+ years through thousands of deals with banks, SBA lenders, angel investors and venture capitalists worldwide.
Upgrade to the Complete Strategic Business
Growth Plan / Roadmap Development System
Updated BizPlanBuilder Business Planning System
Ideal for growing the company / Strategic planning / Financing
Bootstrapping / Concept evaluation / Budgeting
Start-ups raising capital / Pre-money valuation
Teaching students "Real World" business
Efficiencies for advisors & accelerators- Our Best Deal for Start-ups, Early stage, Growing companies, & Non-profits
Includes the most tools & template options
+ Expanded dashboard - Compatible with All Browsers
Progressive & scalable — Start small, Come back to edit or add more
Modular system with drag 'n drop sequencing — Follow step x step or jump in anywhere. - Includes Full Access to ALL Content on Selected Panels
Home, Business Plan, Finance, Legal, Management, R&D - Pre-Written, Done-For-You Sample Business Plans
150+ Industry-Specific Sample Plan Templates Get You Going
"SWOT" analysis crucial for strategic planning prioritizes
Strengths, Weaknesses, Opportunities & ThreatsUnlike every other business plan templates, we actually intend for you to be able to use our copy vs. having to delete it or rewrite it. - Wizard-driven Financial Model
Makes it Easy to Project Sales, Costs, Profits, Headcount - 3 Fully customizable Excel-based financial workbooks
"Visionary Funding", "Expansion Plan", and Non-Profit models
Easily adaptable to model your organization.
Just plug-in your numbers, no formulas, no need to be a CFO..
CPA reviewed.If you are an Excel user, you'll love the total flexibility to customize your financial model.
Need an Excel expert? You can find them in our Expert Referral Network! - Includes PowerPoint / Keynote
Investor presentation ("Pitch" deck) template
Tutorial guides you step-by-step through a successful presentation.
Comprehensive Handbook of Business Planning adds useful insight into raising capital. - Tutorial Videos Introduce Each Section
How to make it count!
What Investors & Lenders are looking for. - Supplemental Intro Letters, Templates, and Worksheets
Invite Advisors & Board Members
Cover letters to Friends & Family, Investors, Lenders...
"Elevator" pitch worksheet hones your perfect 30-second intro - Includes Incentive Stock Options Plan.
All necessary document templates.
Shareholder ownership tracking. - Includes Corporation & LLC formation Doc Templates
Articles, By-Laws, Operating Agreement, Unit Allocation... - Funding Resources
Sources of Angel Investors, Venture Capital, and Lenders.
"Funding Plan" strategy for attracting investors. - CONTACTS (CRM System) Manages:
VIPs, Vendors, Investors...
+ Tasks + Events + Programs + Proposals - Global 24/7 Secure Access
Automatic Back-up & Restore - Month To Month Subscription
No Contract, No Commitment, Cancel/Suspend Anytime
All your work is automatically saved.Use the system as long as you need it.
You may want to keep it open and allow investors and certain others read-only access. - Add Unlimited Number of Team, Advisors to Collaborate
for $1 / mo each.
Also between PCs Macs.
You control all access to panels/apps.Add an unlimited number of users...
Selected members of your team can access any/all of the apps in your subscription -- You control access as well as read / write or read-only permission. - * Secure Data Room for Sharing Investment Docs *
Include Investors, Lenders, Professors as Users
to Access & Review Plans, Models, and Pitch Deck
