For business mentors and coaches

Mentoring professionals and business support organisations the world over face similar issues when supporting clients with their business-, financial- and action plan development:

  • How to spread finite mentoring capacity efficiently across a portfolio of active clients?
  • How to support clients effectively, and at the right level according to their stage of development, experience and needs from a business-, action- or financial plan?
  • How to promote realistic client self-help that gives them ownership of the result whilst being cost-effectively overseen by the mentor?
  • How to charge a mentoring fee that is affordable to clients in order to broaden take-up of mentoring and coaching services?

As a collaborative business planning software, developed in the market over 10 years, iPlanner.NET uses cloud-based technology enabling mentors and business coaches to:

  • Efficiently monitor and review multiple client business projects online, and in real-time with the option of linking through Skype to enhance the quality of the engagement
  • Advise on the choice of an online business plan template most suited to their client’s requirement
  • Set agreed, realistic actions and milestones on clients, thereby enabling effective use of mentoring time and giving clients value for money
  • Offer pay-by-the-hour mentoring through PayPal

Multiple client user licenses for the suite of standard business plan templates are available to professional mentors or organisations to buy online. Templates include a simple one-page business plan, a more detailed next stage growth plan, and a plan format that is suited to raising investment. For mentoring organisations, business coaches, incubators, banks and corporates further licensing options include:

  • “White-label” badging of iPlanner software to reinforce the corporate brand
  • Addition and integration of proprietary company templates into iPlanner.NET

You may take a tour and to see an example business plan project.

Or sign up now for the professional and corporate license options. Licenses give your clients access to all the standard plan templates and enable activation of your online, real-time mentoring support.

An project plan can be worked on at any time by the client and/or mentor, pausing when needed to save and come back to it later. The iPlanner’s system architecture is secure so plans remain confidential to those outside the invited project group. The license payment also enables you to upgrade clients to more advanced iPlans, with the system automatically pre-populating sections with previously authored content.

What the professionals say:

  • "This cloud-based, collaborative project development software helps you create blueprints and projections on the fly"
    by Geri Nicoll,
  • "I am using this software tool to jointly develop business plans for my clients, and it’s perfect for this"
    by Pascorama,
  • "iPlanner is a part of our success story!"
    by Mart Maasik, SEB Bank
  • "iPlanner.NET is easy to use, even the finances are simple to do"
    by Jaanus-Martti Kangur, Tehnopol Start-up Incubator
  • "iPlanner has been an indispensable tool for our organisation"
    by Mart Brauer, Tallinn Business Incubators
  • "This tool makes financial forecasting and scenario modeling easy for distributed teams"
    by Tarvo Tamm,
  • "iPlanner business planning tool is really very practical and time saving when preparing business plans"
    by Janis Baltacs, KOTA.NU
  • "Your software is fantastic! It is truly very intuitive to use"
    by Richard Vegan, Admiral Online
  • "The plans created by iPlanner are of excellent quality and appearance. You won't have any hesitation letting investors and lenders read them"
  • "This tool provides a detailed and versatile setup for collaborative planning among many different team members in an organization"
    by Mark Thompson, Independant Contractor
  • "Simple user interface. Variety of templates. International, multilingual approach"
    by Michael Cohn, PC Magazine
  • "iPlanner shortlisted for 20 Most Promising Corporate Finance Tech Solutions 2015"
    by Xavier Thomas, CIO Review
  • "Thanks for the support so far, iPlanner is looking great and is user friendly"
    by John Maina, The Address Downtown Dubai
  • "It is a super great tool! Fast, solid and reliable. I can prepare reports just few minutes after the discussion of numbers and strategies."
    by Federico Grianti, The Next Step

Product description (PDF)

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