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Tuesday, January 18, 2022

Thinking you should have a documented plan for operating your business, but not sure how to do it?

Companies that DOCUMENT a clear picture of the future state of their business increase their odds of success by 30-50%!

Plan Genie is an educational and training hub dedicated to your business success. We offer curated content to help start your planning process, find resources to continue your learning, and improve your planning practice.

Plan Genie takes the complication out of this work and makes it easy for any business leader to develop an initial working plan for the business and maintain a planning process over time.

You will gain a deeper understanding of the component parts of your business, how these parts are interrelated, and why this leadership tool is so important to the future success of your business. Our unique Plan Genie methodology, workbooks, online planning tool subscription, and free training hub provide the framework for documenting the future direction of your business and provide a curriculum for continuous learning.

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Visit the Plan Genie Boutique for more details on our products and services.

When you work from a documented plan, you get better results

Planning and goal setting are activities we do naturally in all aspects of our lives. And when we document our plans, we experience remarkable improvement in results.

A simple example is making a grocery list before you set off to the supermarket. When you work from a list, your probability of success goes up – less time wandering the aisles, buy only what you need, don’t forget something so you don’t have to make a return trip.

The same is true in business. When you work from a documented plan, you get better results. However, running a business is significantly more complicated than a weekly trip to the grocer. Plan Genie takes the complication out of this work and makes it easy for any business leader to develop an initial working plan for the business and revise your plan quickly and efficiently whenever needed.

Need help getting started? Book a FREE session to work on YOUR plan.

30 Minute Plan Genie Orientation

Purpose

  • Understand the Plan Genie structure and process for documenting your plan
  • Learn how to navigate quickly from section to section
  • Learn how to enter and save content
  • Learn how to create reports – convert the content entered in the workbook into a PDF of your plan
Outcome
This half hour session will give you confidence to work with the Plan Genie method for documenting your plan and to revise and improve your plans on your own

Join our weekly 30-minute orientation session

60 Minute Team Orientation

Purpose

  • Prepare leadership teams to work collaboratively on company plans
  • Learn the Plan Genie structure and process for planning
  • Learn how to navigate quickly from section to section
  • Learn how to enter and save content
  • Learn how to create reports – convert the content entered in the workbook into a PDF of your plan
  • Learn how to get started with the planning process
  • Learn how to engage team members and overcome resistance to planning
Outcome
This one-hour session for planning teams will give your group confidence to work with the Plan Genie method for documenting your plan and to revise and improve your plans on your own. You will leave with a common understanding of a coherent planning methodology and nomenclature

Invite your leadership group to one of our team orientation sessions

Business leaders’ small group discussion

Purpose Gain fresh perspectives and new ideas on common business challenges and opportunities. Applied learning as each discussion is directed towards immediate action steps for all participants

  • Topics selected from options presented by the group members
  • Probe selected topics for deeper understanding
  • Brainstorm potential action steps
  • Shared take-aways for implementation
Outcome
  • Increased clarity and confidence to move forward on difficult business challenges
  • Probe selected topics for deeper understanding
  • Experience the power of collaboration with small peer groups in business

Attend this weekly small group discussion with an agenda set by the participants

Business planning alongside personal life planning helps business leaders manage the competing interests in their professional and personal life

We are a growing community of passionate people dedicated to sharing our knowledge and experience on how effective planning leads to business and personal success.

Planning creates Clarity, and Clarity Creates Confidence

Lewis Carol in “Alice in Wonderland” said it best:

One day Alice came to a fork in the road and saw a Cheshire cat in a tree.
“Which road do I take?” she asked.
“Where do you wan to go?” was his response.
“I don’t know.” Said Alice
“Then,” said the cat, “it doesn’t matter.”


In business, if we don’t know where we want to go, we run the risk of following the wrong path, leading to poor, sometimes, disastrous results. If your employees do not know where you want to go, they may also do down the wrong path.

Listen to what these business owners have to say about learning how to plan with Plan Genie

We teach, we simplify: it’s MAGICAL! Your answers to the thought-provoking questions in the online planning tool are instantly converted into a coherent, documented plan for your business.

Our purpose is to increase the effectiveness and enhance the lives of our clients through better planning.

What's your purpose as seen from your customers?

Plan Genie will take you step-by-step through writing your narrative business plan. Watch the video for expert business coaching surrounding each topic in the program.

Keep coming back to add/edit your planning as your plans take shape, and you become more comfortable with Plan Genie and it's important questions surrounding your business.

The more you connect with Plan Genie the stronger your working business blue print becomes and your core understanding of your business. Plan Genie is ready to take you from where you are today to where you want to be.