Planning · LivePlan
Your plan, alive.
You build the plan.
Your steward walks it with you.
It grows as your business grows.
Your plan, alive.
Your steward opens your seat. Your monthly figures help you keep the plan current.
Your questions
When can I begin?
Your steward issues and activates your planning seat after your Offer of Engagement.
Who can see my information?
Your monthly figures are private to your signed-in account. They are not shared with partners or ClickUp.
What happens next?
Enter the figures you know for one month. Archived seats keep saved months read-only.
What it is
What LivePlan is
- LivePlan is online planning software from Palo Alto Software.
- It walks you step by step through a business plan.
- It builds the financial forecast for you.
- It turns your plan into a one-page pitch.
What you build
What you build in it
- A one-page summary in your own words.
- Your break-even.
- A 12-month forecast with use of funds.
- Your pitch.
- Together, these become your Readiness Packet.
Every month
The monthly review
- Each month, you and your steward look at real results next to your plan.
- You see what's working.
- You adjust early.
Your plan stays alive with your real monthly numbers.
Three steps
How you earn your seat
- 1Complete the Praxis Lab or the Doorstep.
- 2Finish your Business Wellness Assessment.
- 3Accept your Offer of Engagement.
Staying with it
How you keep it
- Update your plan and numbers each month.
- If you go quiet for 60 days, we check in first.
- Then the seat passes to the next founder.
- Your plan is saved for when you're ready.
Graduation
When you graduate
- Your plan goes with you.
- You get a partner discount on your own subscription.
Provided through theFORGE's founder program.
Your next step