Business Planning Process
Business Planning Process is a software that supports the job of the creating and tracking of new business planning processes, from start to finish, in one place. Whether it is a new business plan, a joint venture or a new proposal involving multiple departments and outside vendors, individual tasks can be created, assigned and tracked to completion.
Download PDF Example
Create and track business plan proposals in a collaborative environment that is reliable and consistent. Gets the facts about potential opportunities in front of executive decision makers to help them make informed decisions. Supports the implementation of approved projects and provides for accountability and monitoring of a team’s performance including post-implementation analysis.
Business Planning Process can be integrated into The ProjectCenter software that provides a web and email-based tool for organizing, assigning, tracking and reporting of legal department projects for authorized members and outside vendor firms.
Key Features
Provide a consistent framework for evaluating the potential impact of new and expanded business opportunities.
Help Executive Team Leaders make informed decisions.
Provide information for post- implementation analysis.
Assure consistency in approach and approval.
Provide for accountability and monitoring of performance.
Customizable.
Simple, Modern & Easy to Learn.
The Planning Process
The graphic shown above displays the step-by-step process a proposal will follow on it's way to executive reviews and approvals. Team members are notified as it moves through each phase and they can enter comments or ask questions along the way.
FAQ’s
What is a Plan Template?
Document the opportunity, idea, concept and expenditure using the Business Plan Proposal template. Business Plan Proposals are not intended to be an actual business plan, but rather, a summary document that succinctly outlines the initiative and identifies its strategic alignment, resource requirements, key milestones and success measures.
What is the overall purpose?
The objective is to submit your team’s Business Plan Proposal to key people for review and approval to proceed with further analysis. Approved projects are automatically added to reports and agenda lists. Team members can direct project management and/or other oversight of an initiative based on the size and scope of the action.
Team Involvement?
Involve as few or as many team members as needed for each step of the process. The objective is to engage the appropriate finance, planning, project management, IT, facilities, construction, legal, marketing and/or other departments, as warranted, to complete a more detailed business plan, financial impact model (pro forma) and identify appropriate look-back metrics.
Are there limits to the number of users or projects?
There are no limits to the number of projects or team members. The number of users is based on your subscription plan.
Can I test this product before I commit to a subscription?
Yes, we have a demo site for your teams to review and test. Please go to “Request Demo” to schedule a tour and get setup to test drive our products with your team. Click here to request a demo.
What if I need it to have my branding or be customized for me?
No problem, you have come to the right place. All of our products can be modified to fit your unique setup. The design of pages, forms, reports and emails can also be modified to your exact specifications.
Next Steps
It all begins with an online tour. The best way to find out if our products are the perfect fit for your business is to press the “Request Demo” button. An online demo is a quick and easy way to discover the incredible advantages our products have to offer.