Archive for business plan

Create Professional Business Plans with LivePlan

Wednesday, January 4th, 2012

[Quick disclosure – Palo Alto Software, the makers of LivePlan, also make Marketing Plan Pro powered by Duct Tape Marketing, which I re-sell as part of my business. I don’t sell LivePlan or make any money from LivePlan – I just like the folks at Palo Alto and think they make great products]

Our friends at Palo Alto software continue to work on making it easier for business owners to create and maintain professional business plans with their latest offering, LivePlan.

Live plan is delivered as a web application, so rather than having to buy and install software on your computer, you can access your business plan from any computer with an internet connection. No more worrying about whether you have Mac or PC compatible software.

Another great benefit of being web based, one which I think is particularly important for business planning, is it makes collaboration much easier. You work with your peers, employees, and advisors all in one place. No more sending plans back and forth via email and wasting time making sure you have the latest version. LivePlan allows you to set various permission levels, so you can control who sees what.

You can also add as many guests (people who can read but not edit the plan) as you like for free. Guests do not count as a user for licensing purposes. Invitations can even be sent from your smartphone, so you can invite your advisors on the fly.

Just like Business Plan Pro, LivePlan comes with hundreds of sample plans that you can use as a starting point for creating your own plan.

The basic subscription is $19.95/mo which includes 2 users and 3 active plans. Updgrade options are available if you need additional users and/or active plans.

Here is a short video overview of LivePlan

For more information, visit the LivePlan website.

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Start, Run, & Grow Your Business

Monday, October 26th, 2009

Our friends at Palo Alto Software continue to deliver small business software goodness, this time with their Start, Run & Grow Your Business package. This package is a collection tools and services you need to start and grow your business. Here is a sampling of what is included:

For Starting Your Business

Startrungrowbox

  • Company logo
  • Business cards and letterhead
  • Website domain ($35 value!)
  • Legal forms and guides
  • Sample business plans
  • Car window decal or magnet
  • Incorporation tools

Running Your Business

  • Subscription to Inc. magazine
  • Bookkeeping software
  • Business calculators
  • Credit assessment
  • Legal guide
  • Complete office software suite
  • Time-tracking software

Growing Your Business

  • Email marketing solutions
  • Marketing fundamentals guide
  • Press release software
  • Sales contact database
  • Email management software
  • Online surveys
  • Project management software

Thisj package is available at your local Target Store. You learn more and purchase a copy online at the  Start, Run & Grow Your Business web site.

Adjusting Your Attitude About Business Planning

Wednesday, August 27th, 2008

I recently posted about Tim Berry's new book – The Plan-As-You-Go Buinsess Plan. One of the reasons I like this book is Tim's approach to using the business plan to manage your business. Contrast this approach with the old thinking of creating a huge business plan once, because someone is making me do it, before doing any work on the business, and then never look at it again.

Tim recently posted a great video that explains the thoughts behind the second chapter, Attitude Adjustment, of his book. You can find the video here on the Plan-As-You-Go web site.

Marketing Plan Pro Powered by Duct Tape Marketing

Monday, August 25th, 2008

Marketing Plan Pro

Tim Berry, business plan guru and friend of the blog, announced the launch of Marketing Plan Pro 11, also known as Marketing Plan Pro Powered by Duct Tape Marketing.

I had the pleasure of working with early beta versions of the software and have found it to be a very flexible and easy to use tool. As Tim teaches in his book, The Plan-As-You-Go Business Plan, the key to planning is to constantly revise and update your plan as your business grows and circumstances change. This is where having a good software tool for managing your plan really helps. Marketing Plan Pro has several tools to help you stay organized, to review your performance against the plan, and to make adjustments to the plan as needed.

Staying true to the principles taught in Plan-As-You-Go, Marketing Plan Pro provides a 30 Minute Plan, a Basic Plan, and a Standard Plan. I think most small business owners will want to start with the 30 minute plan and then add to it as needed.

For more information, check out this quick video tour of Marketing Plan Pro.

The Plan-As-You-Go Business Plan

Wednesday, August 13th, 2008

[Note: Tim sent me a copy of his book, but he didn't ask me to review or post about it]

Readers of this blog know that I am an advocate of written plans, particular marketing plans. In my current role as a Duct Tape Marketing coach and in my former role as a CPA, I see business owners who struggle because they don't have a plan. I also see folks who create a plan because they "have to", but then they never use it – it goes on a shelf and collects dust. I've always maintained that the value from having a written plan comes from 1) going through the process and 2) using it on a regular basis to evaluate how your business is going and making adjustments as needed.

In his new book The Plan-as-You-Go Business Plan, Tim Berry makes these points much more eloquently than I ever could. Tim argues that the planning process (along with regular reviews) is so important that business owners just need to get started somewhere, anywhere, and continue to build your plan as your needs change. This is 180 degrees different from the classical "big bang" approach to business planning where we work for months at a time developing a huge document before we ever get started working on the business.

Tim has organized his book to support his "plan as you go" approach. It is designed so you can jump around and use the section of the book that you need at any given time. The first section of the book "Attitude Adjustment" contains the background information you need to know and learn to adjust to this idea of business planning as a process in your business rather  than an event or milestone to be forgotten once completed.

In "The Heart of the Plan", you work on your business identity, target market, your offering(s) and your strategic focus. When I post about having a marketing plan on this blog, this is the stuff I'm talking about.

"Flesh and Bones" is the section that talks about creating action plans, budgets, milestones, and metrics.

I really like that "Dressing and Growing" is the second to the last chapter of the book because it re-emphasizes the idea that you should do the planning for yourself first, and then when others want to see the plan (your bank), you add the dressing that they need to what you have already done. Again, this is 180 degrees different from how most businesses use their business plans.

The last section talks about the process of planning. This includes reviewing, revising, and managing the plan. I think my favorite piece of Tim's advice from this book is his recommendation that the first thing you do when creating your plan is to schedule the review dates – before you even begin writing. I just think this sets exactly the right tone for part your plan should play in your business.

This book is a must have for anyone who owns a business or plans to start a business someday.