Strategy & Planning Tools

Plan your work, work your plan, and stick with it.
~Michael Bloomberg, Billionaire

The first vital task that lies between where you are today and where you want to be is to develop your plan. This is a daunting task. The right coaching and tools can make all the difference. A well-developed strategic plan can:

• Help attract investors
• Become the detailed roadmap for the success journey
• Bond key employees and stakeholders with a common vision

Strategic & Marketing Plan Pro™ Template

What is Strategic & Marketing Plan Pro™ Template?

It is a template, created by a professional strategic planner, with the interactive tools to guide you from start to finish as you create your written strategic and marketing plan. Based on the same tool we use in Day1 Advantage, the complete template also includes the spreadsheets and tools to guide you if you choose to create the strategic and marketing plan on your own.

Benefits

• Save costly mistakes through effective early planning.
• Assure that your entire plan covers all essential areas.
• Increase your team’s focus and unity.
• Supports funding efforts and justification for capital commitments.

Financial Modeling and Growth Forecasting

What is it?

LaunchSmart™ EZNumbers™ is a software application and system of analytics, modeling, and scenario forecasting created exclusively for MLM and Party Plan financial modeling and growth forecasting. Using a combination of advanced spreadsheet analytics that produce traditional proforma financial statements, ratios, and graphs, it also offers a “what-if” modeling system that we have created especially for fast and reliable impact analysis of changes in product pricing, commission payouts, and distributor retention rates.

The system contains everything good in the best modeling and forecasting systems, PLUS it integrates the complexities of direct selling.

Benefits

• Easy to learn and use for any skill level of executives, managers, and owners
• Sophisticated modeling for the most challenging business models, permitting accurate and practical forecasting
• Allows the user to work with assumptions that are guided by 20 years of trend research, giving the user choices among conservative, moderate, and aggressive outcomes
• Simplifies the task of identifying unique expense lines such as conventions & events, travel incentives, awards & recognition, web marketing, founder’s club overhead, etc.

Scenario Dashboard

What is the Scenario Dashboard?

This amazing tool presents a live, interactive graphical view of the entire spectrum of “what-if” possibilities in growth, enrollment and sales scenarios. Using variables such as distributor retention rate, average order size, growth assumptions, and more, the graphs and dials tell the whole story. If there ever were a crystal ball, this is it.

Launch Project Plan

What is the Launch Project Plan?

This detailed checklist and planning system helps you to organize your launch from start to finish, step by step. Built on a platform of Microsoft Project®, it is available as an electronic file and can also be downloaded or exported as a project file for those who wish to use spreadsheets or other project management applications. The LaunchSmart™ Launch Project Plan is filled in with more than 1,000 detailed points to help you be sure to not overlook important preparations that could cost delays and dollars. You can add or drop elements to fit your specific needs.

Benefits

• Quickly customize and lay out your complete launch plan in day-by-day detail
• Launch on time without missing important details that will cost you later
• Complete tasks in the right order – avoiding costly delays
• Using sophisticated modeling software, sliders allow multiple variations of key assumptions, giving the user true control over the “what-if” possibilities
• Satisfies the many askers of “what if” possibilities during crucial decision phases
• Graphics are highly effective in telling complex stories involving numbers and trends

Soft Launch Checklist and Level I Decision Document

What is the Soft Launch Checklist and Level I Decision Document?

This checklist and decision document contains the most vital, “must have” items in place before you begin to create an excitement around your new business. The power of the network can really backfire if you do not have these essentials in place before you begin taking pre-enrollments or start business at the “soft-launch” level. This is often thought of as the time when early word gets out that the company y is accepting pre-enrollments, or when the company begins filling orders prior to officially launching.

Benefits

• Provides the definitive list of “must-have” elements in place
• Simple and straightforward, high-level roadmap for launching
• Peace of mind from “wrapping mind and arms” around the project

Business Plan Template

What is the Business Plan Template?

This thoughtful, professional tool is based on a business plan format recognized by leading banks, lenders, investors, and the Small Business Administration (SBA). This template makes writing the business plan easier than ever, making it a snap to get started. Used in conjunction with the Financial Modeling and Growth Forecasting system, you can track your results and manage your business by comparing actual numbers to the figures you project in your plan.

Benefits

• Provides essential information to attract investment capital.
• Allows you to effectively manage your startup cash.
• Allows you to effectively manage your business – from day 1.