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 2025 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 AI/Data-Driven, Strategic Growth Analysis,
Design & Operational Roadmap Planning System
- Our Best Deal for Start-ups, Early stage, Growing companies, & Non-profits
Includes the most tools & template options
+ Expanded dashboard Updated BizPlanBuilder Business Design System
Ideal for Start-ups / Strategic planning
Bootstrapping / Concept evaluation / Budgeting
Raising capital / SBA loans / Exit staging
Efficiencies for advisors & accelerators- Prompted AI / Data-Driven Content for Authentic Context
Research, analyze, prioritize, de-risk, validate...
Automatically customizes and applies to your
specific industry precisely the way you want to define it.
Avoids degraded distortion of generic templates.We gathered and curated text and ideas from actual, successful business plans we developed over the years.
We added specific prompts instructing your AI to incorporate all of that assembled content for context to research and produce your operational plan / roadmap. - Everything You, Your Team, Investors Need to Know.
Ideal for startups, bootstrapping, reorganizing,
SBA loans, raising capital or staging your exit.
Better and faster than ever. Videos Introduce Each Section
Preview what Investors / Lenders / Acquirers are looking for
and... what they're looking-out for!
Comments throughout all templates offer
suggestions, tips, and warnings.- Wizard-driven Financial Model
Makes it Easy to Project Sales, Costs, Profits, Headcount - +3 Fully Customizable Excel-based Financial Workbooks
"Visionary Funding" | "Expansion Plan" | "Non-Profit"
5-Yr Projection Models / 10-Yr Model (Optional)
Easily adaptable to model your organization your way.
Insert your assumptions - No formulas, no MBA needed.
Capital required, Pre-money Valuation, Cap Table, 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! Proven Pitch Deck
PowerPoint® / Keynote® template
Slides guide you step-by-step through a successful presentation.
Demonstrate what to do and reveal what not to do.- 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 - BONUS: Incentive Stock Options Plan
Compensate consultants, advisors, and others who help you.
Save cash and inspire your people with ownership shares.
Capitalization Worksheet tracks Shareholder Ownership - BONUS: 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. - BONUS: CONTACTS (CRM System) Manages:
VIPs, Vendors, Investors...
+ Tasks + Events + Programs + Proposals - Global 24/7 Secure Access
Automatic Back-up & Restore - No Contract, No Commitment
Cancel / Suspend Anytime
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. - Compatible with All Browsers
Progressive & scalable — Start small, Come back, Edit, Add.
Just drag 'n drop to change order.
Follow step x step or jump in anywhere. - 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
