The All In One Strategic Planning And Execution App
Use the Business Model and Lean Canvas to help your clients create better ideas and conversations on strategy. The Canvas is a practical tool used by leading business advisers, coaches and universities including Oxford Innovation and Harvard Business School. A Canvas is a great way to help your clients think through and capture the foundation of their business strategy in less than 20-minutes.
Work with your clients to develop a Winning Strategy. Start by helping business owners find their Core Purpose and Values, developing an effective Positioning Strategy and deciding on long term vision for the business.
Get your clients to focus; who specifically are they going to target, what are the key problems and why their solution is something customers will pay for. Once your client have completed a Canvas a financial forecast can be produced using the key assumptions.
Create and share Canvases so you can collaborate in real-time face to face or with video conferencing. Having unlimited Canvases means your clients can quickly and easily test their and validate their ideas.
We have included Customer, KPI and the Personal Goal Canvases to help your clients think deeper about specific topics. You can design your own Canvases and we will build them for you.
Once the client is clear on their business model you can help them develop their strategy. This start by helping business owners find their Core Purpose and Values, developing an effective Positioning Strategy and deciding on long term vision for the business.
The One Page Strategy enables your clients to see their business plan on one piece of paper. As well as the key elements of their business model they can record the competition, funding needs, sales and marketing activities with details of the team, key strategic project and partners.
Only 14% of employees have a good understanding of their company’s strategy and direction. Encouraging your clients to share their the one page plan with employees is the start of helping them close what Stephen Covey calls the execution gap.
Your clients can publish their One Page Plan to a secret page on your Website and send to their bank manager or potential investors.
Jump start your client’s planning by providing them with a step-by-step template where they fill in the blanks, rather than letting them default to using Word or Google Docs. With your solution your clients can create a professionally formatted business plan which can be downloaded as a PDF.
Enable and encourage your clients to share the workload of producing plan by collaborating with employees and marketing agencies. You can provide feedback with comments inside the business plan itself.
Having a detailed business plan with all elements of the plan thought through enables you to build realistic financial model. Use this as the basis to help clients understand their funding needs and then advise on the most appropriate funding plan.
Let your client’s decide who sees and can work on the plan with unlimited contributors.