Welcome
When teams adopt a new platform, it is normal to question the business case. That is why Plannerly includes a ready-to-use Business Plan Template directly within your onboarding experience.
During our 3-Step Onboarding, we do not just hand you the template. We complete it together so it reflects your workflows, your team structure, and your success metrics. By the end of onboarding, you will have a polished, presentation-ready plan that clearly communicates the value of Plannerly to stakeholders.
Why it is helpful
- No blank page anxiety - start from a proven structure
- Faster alignment - clearly demonstrate how Plannerly supports your goals
- Reusable format - apply the same structure to future initiatives
How it fits into your onboarding
1. Kickoff and discovery
We review your current challenges, objectives, and success metrics. This establishes the foundation for your business plan.
2. Setup and alignment
As we configure Plannerly for your team, we incorporate real examples and data into your plan, making it relevant from day one.
3. Review and delivery
We finalize rollout steps and define measurable success criteria so you leave with a professional, stakeholder-ready document.
How to access the template
1. Create a Plannerly account
Sign up at:
https://app.plannerly.com/sign-up
2. Create a new project
From your dashboard, click New Project and assign a project name.
3. Open the Docs module
Within your project, navigate to the Docs module and open the Template Library tab on the left.
4. Locate the template
Select the ISO 19650 Example Templates project, then scroll to the Business Case document.
5. Import the content
- Drag individual sections into your project
- Or click Add to import the entire document
Pro tips
- Invite decision-makers to at least one onboarding call - their input strengthens the plan
- Bring existing templates such as BEPs, EIRs, and scope matrices to align your documentation strategy
