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Capability

Connected Business Planner

Plan the business in the same place you run it, so a plan turns into work.

What it is

A planner that lives in a separate document gets opened in January and never again. This one sits beside the work, so the goal you wrote becomes the task somebody is actually doing, and what happened comes back the other way.

What you get

  • A year on a page, quarterly goals, and a weekly and daily rhythm
  • Plans become tasks on the board your team already uses
  • Business planning and personal planning, kept apart, in one place
  • Printable when somebody wants paper, exportable when they want a file
  • Whitelabel: a coach or a company can run the planner under their own name for their own clients

How it works

  1. The planner writes to the same tasks and the same records as everything else
  2. Nothing is duplicated between the plan and the work

See it on your own business

Everything on this page is switched on today. The quickest way to judge it is to look at it with your own work in front of you.

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