PlanItPro - a business improvement tool

Aim

To support business planning & improvement via a step by step process, support & expertise when needed with target setting & monitoring

Origins

A few years ago, I joined my husband to run the family business. It was a struggling business in a sector that was on a decline, and I think — looking back — that the future was probably inevitable; however, we were not going to give up without a fight. 

We knew what we needed to do and what support we would need to get us there, but it all came with a hefty price tag and didn't move us as far forward as we would have liked. We had a plan but struggled to get the support singing from the same song sheet. 

That's when the first seeds of this idea were sown. 

So many business owners write their plan, often because they have been told to, sometimes with a purpose, but very few review it regularly to make sure their business is moving forward, growing, improving. 

My vision 

To develop a web app that businesses can use to support their planning and development and ultimately improvement and growth. It should be a tool to drive business improvement that can be shared with third parties so that the vision and goals are clear to all. 

Through a step-by-step process, this app will help a business assess where it is now and where they want to be. It will then support them to develop the steps they are going to take to get there, how they will measure what that looks like, and will 'gently' remind them and keep them on track.

The app will also include the input of financial information that will enable accurate cash-flow forecasting. Businesses will be able to make timely, targeted decisions based on what the data is showing them, even modelling the impact of decisions that have been made.

Does it work?

I have been using this process to support businesses for the last year, and the feedback is extremely positive;

Future Development

• The app will connect to accountancy packages to ensure accurate financial forecasting.
• The modelling tool will become a key element of the package going forward.
• Third party organisations, such as business coaches or investors, can be granted read-only access to support decision making.
• A real-time support function to guide businesses through sudden challenges or provide support opportunities

Where will your money go?

Funds raised through crowdfunding will go towards the minimum viable product and marketing. Any additional funding we may be able to secure will help us to implement the future developments in a shorter timescale.

Our aim is to launch the product early in 2021.

How you can help

We need £5000.

By pledging, you could: be a part of its development and even test it before it goes live, receive a discounted subscription, and you'd be an amazing supporter. 

If you have any ideas, suggestions, or would like to say hello, please do get in touch. Also, feel free to check out our social media pages to keep up to date with our progress.

This project successfully funded on 22nd October 2020