Here are a few features, highlighting why you should be using Plan Canvas to get results like those from our testimonials and case studies. You don’t need a business degree to do this stuff.

It starts by getting those ideas out of your head in a simplified way, bringing it all together, making it actionable, and making it measurable. Simply.

One place to see where you are now, where you want to go, and how you will get there.

Why Are You Here – You – The Individual

The Personal Plan

Every individual, whether an entrepreneur, business owner, leader or not benefits by developing and managing a Personal Plan. The Personal Plan feature in Plan Canvas is free to anyone. Anyone.

Use it to take a good hard look at who you are and who you want to be. What do you want to accomplish over what time frames?

What are you going to do about it?

Review your Personal Plan with someone you have identified as a coach on a monthly basis and be prepared to see how fast you actually accomplish the things you really want in life.

Save Time – Make it Actionable – Be Accountable

Action Item Assignment and Tracking

A great way to get started in Plan Canvas for Business is to immediately begin using the Action Item feature. Forget about “to do” lists and using your email in-basket to manage tasks.

Assign Action Items to yourself or others – let Plan Canvas automatically send calendar and email reminders to you and anyone else you have assigned the Action Item.

Our dashboard tells you at a glance if the Action Item is coming due in the next 7 days or if it has gone past due.

Build a Foundation for Your Business

Your Vision, Mission, and Purpose

Another way to begin using Plan Canvas is to simply start describing your business. Talk about it. Answer questions like:

  • What is your Vision, Mission, and Purpose?
  • What is today’s reality?
  • What is your elevator pitch?
  • What are your products and who are your customers?
  • What are your measures of success?

This is all foundational to your business, whether it is just an idea or something that has been around for a long time.

Ultimately, it answers the question, “Why are you doing this, for whom, and why should anyone care?”

Build a Road Map – Manage the Road

The Strategic Plan and Project Portfolio Management

A Vision is great – but how in the world are you going to get there? You need a Strategy – a roadmap. More importantly, you need to manage it. With Plan Canvas it’s easy to do both.

Start by defining your long-term goals and objectives. Goals are more of a destination. Objectives are how you measure progress toward them. But how do you accomplish them?

Some are accomplished over the long haul through on-going operations. Some are only enabled through extra investments in time and money.

These are called strategic initiatives – internal projects. Easily define, prioritize, assign, and manage your portfolio of internal projects within the Strategic Plan.

Build the Car – Drive It

The Business Plan

If a Strategy is the long-term road map, then a 12-month Business Plan is the car and managing the plan is driving it. Again, Plan Canvas makes it easy to do both.

Start with the end in mind. What are your measurable objectives for things like Sales & Marketing, Operations, Staffing, and Financial results?

Now back in to what you will do to achieve those objectives. Include important things like how you will manage or avoid risks, how you will train and retain employees, and what other comparable businesses are doing.

Manage Your Client Projects / Orders

Project Portfolio Management

If your business is dependent on delivering projects or large orders to clients, collectively, those projects and orders are called a portfolio. Manage the portfolio by recording and tracking high level, critical information like:

  • Due date
  • Revenue associated with it
  • Overall health and status
  • Major milestones and more

This gives you one, nice, summary view of all of those client projects you’ve got going on so that you and your team can stay focused and stay on top of them.

Plan Canvas is a community and a powerful software for improving your odds of business success and personal fulfillment.

© SeaSeven LLC 2017.
Developed with FRW Studios.