Reports
The plan, written for the room.
Ten reports composed from what your workspace already holds: the plan, the Canvas, the market, the money and the team. Each is ready as PDF and Word, and every one you generate is kept.
The flagship
Business plan
What the business is, where it is going, and how it will get there.
Assembled from everything the workspace holds. An Owner or Admin generates it, and reviews the executive summary and the 90-day plan before anything downloads.
Who it is for: A board, a lender, an investor or a new executive
Its sections
- Executive summary
- Where the business stands
- Market and competitive position
- Goals, Strategic Projects and Deliverables
- The financial picture
- People and structure
- Dependencies and risks
- A 90-day action plan
- Appendix: who is responsible for what
Every report, by purpose.
Each is composed from the workspace as it stands, in PDF and Word. A report with written narrative is reviewed by a person before anything downloads.
Plans
The whole plan, for a board, a lender or a new executive.
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Business plan
What the business is, where it is going, and how it will get there.
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Strategic plan
What the company has committed to, and who carries each part.
Reviews
How the plan is going, for the room that reviews it.
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Quarterly business review
How the quarter went against the plan, and what carries forward.
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Monthly operating review
What moved this month, what is drifting, and what needs a decision.
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Board update
Where the company stands against plan, and what it needs from the board.
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Outcome review
What a closed piece of work set out to do, and what happened.
Money
What Financials holds, on paper.
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Financial summary
What the figures say, where each one came from, and what the plan commits to.
People
The plan by department and by person.
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Department plan
What one department leads, and what it contributes to.
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My plan
What is yours to deliver, and by when.
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Who is responsible for what
Who carries each part of the plan, and what nobody owns.
Put the plan in front of the room.
We can show you the Business plan and the board update composed from a demonstration workspace.