Planning Navigation


A word about how this workbook application is designed:

  • Each section of the Workbook contains a series of questions with space for your answers. As you complete each section you simply save your work, and you can print or save it as a PDF at the end.
  • You can return and change the content at any time by clicking on any section of the progress menu on the right. Each time you update the content, Plan Genie marks your plan with the date updated.
  • Each Step can be completed independently of the others. Depending on the size and complexity of your business, you may choose to do some of the workbook sections off line and add them to your business plan at the end.


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