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Create Your 2013 Business Plan in 90 Minutes

With the Fastest, Easiest Tool on the Market!

Point, Click, Plan!™ is designed to help you write a clear, concise, and understandable business plan on a single page in the quickest and simplest way possible. This self-paced, interactive learning tool teaches you how to create a One Page Business Plan… as you write! It contains everything you need to craft a One Page Plan in far less time than is needed compared to any other “conventional” planning process.

  • Learn One Page Planning techniques in minutes… not hours.
  • Interactive prompts help develop plans… quickly and easily.
  • Powerful visual tools streamline learning and facilitate retention.
  • Over 150 practical examples.

“made the development of my business plan a very simple process”

“Point, Click, Plan!™ helped organize my vision, objectives, and strategies, and lay out a roadmap of what needs to be done in order for me to take my business to the next level. The template format made the development of my business plan a very simple process.”


Michael A. Healey, B.A., CFP, CLU, CHSZLC Financial GroupVancouver, BC

 

No complicated terminology or software to learn with the Point, Click, Plan!™.

Write a plan for a company, profit center, department or program.

  • Use as a self-guided course or interactive group planning tool.
  • Quickly convert traditional strategic plans into concise One Page Plans.
  • Consistent and compatible with Balanced Scorecard Methodology.
  • Significantly reduces time spent on planning.
  • Plans are clear, concise, understandable… and actionable.

Point, Click, Plan!™ simplifies the business planning process. Focus on and answer questions related to the five key areas of a business plan that include:

* Vision: What are you building?
* Mission: Why does this business exist?
* Objectives: What results will you measure?
* Strategies: How will you build this company?
* Action Plans: What is the work to be done?

 

Just follow the instructions in Point, Click, Plan!™,  read the examples and use the templates… and your 2013 business plan is only 60–90 minutes away!

View this short 5 minute video to see how easy Point, Click, Plan!™ will make writing your 2013 business plan effortless.

Point, Click, Plan!™ is available in the following Packages to meet every budget. The best time to create your 2013 business plan is now, before 2013 begins.   Have a strong vision and a set of measurable actions to pull you forward to meet and exceed your goals for 2013 and beyond.
RETAIL $197

  • Point, Click, Plan!™ Interactive Planning Courseware & Toolkit – 1 Year Licence
RETAIL $357

  • Point, Click, Plan!™ Interactive Planning Courseware & Toolkit – 1 Year Licence

Plus you will receive:

  • Once you have completed your Point, Click, Plan!™, you will receive a personalized audio debriefing and written transcript debriefing of your Point, Click, Plan!™ from Simon Reilly. These will give you insights that Simon has gained from writing hundreds of financial advisor business plans.
RETAIL $517

  • Point, Click, Plan!™ Interactive Planning Courseware & Toolkit – 1 Year Licence

Plus you will receive:

  • Once you have completed your Point, Click, Plan!™, you will receive a personalized audio debriefing and written transcript debriefing of your Point, Click, Plan!™ from Simon Reilly. These will give you insights that Simon has gained from writing hundreds of financial advisor business plans.

Plus you will receive:

  • Personalized ½ hour Point, Click, Plan!™ telephone debriefing with Simon Reilly.

Retail $Invaluable

Your investment if you act within the next 10 days is

Extended until December 21st

$167.00

Retail $Irreplaceable

Your investment if you act within the next 10 days is

Extended until December 21st


$247.00

Retail $Priceless

Your investment if you act within the next 10 days is

Extended until December 21st

$297.00

“allowed me to improve my focus and get my objectives in print”

“Point, Click, Plan!™ allowed me to improve my focus and get my objectives in print and at the same time; ask why are these objectives important. When you stop to think about your objectives and strategies and put them in writing you get clear that it is either important or it is not. In the past, I haven’t written a formal plan like using Point, Click, Plan!™ to write a One Page Business Plan. I have thought of things I want to do but I haven’t necessarily put together the official steps to do it and Point, Click, Plan!™ caused me to create clear and concise action steps. So it’s not enough to just write your objectives and strategies down. If you don’t have the steps listed, you don’t know where you’re going. The steps really help me to get clear on who’s responsible and by when and I think that’s really going to help me to meet and exceed my goals for 2012 and beyond.”

Angela Houle, B.Acc., CFP, CLU, RHUMcAuley Financial Services/ FundEX Investments

Ottawa, ON