👋 Welcome
When teams jump into a new platform, it’s normal to have doubts about the business case. That’s why Plannerly includes a ready-to-use Business Plan Template right inside your onboarding.
During our 3-Step Onboarding, we don’t just hand you the template — we fill it in together so it’s tailored to your workflows, your team, and your success metrics. By the time onboarding is complete, you’ll have a polished, ready-to-share plan that clearly communicates the value of Plannerly to your stakeholders.
💡 Why It’s Super Helpful
📝 No blank page anxiety — start from a proven structure.
🤝 Faster alignment — easily show how Plannerly meets your goals.
🔄 Reusable — use the same format for future initiatives.
🛠 How It Fits Into Your Onboarding
1️⃣ Kickoff & Discovery
We talk through your current challenges, goals, and metrics — this sets the foundation for your business plan.
2️⃣ Setup & Alignment
As we configure Plannerly for your team, we add real examples and data into your plan, making it relevant from day one.
3️⃣ Review & Delivery
We finalize with rollout steps, and success measures — so you walk away with a professional, presentation-ready file.
📥 How to Get the Template
1️⃣ Create a Plannerly Account
Sign up here: https://app.plannerly.com/sign-up
2️⃣ Create a New Project
From your dashboard, click New Project and give it a name.
3️⃣ Open the Docs Module
Inside your project, go to the Docs module and click on the Template Library tab on the left.
4️⃣ Find the Template
Select the ISO 19650 Example Templates project, then scroll down to the Business Case Doc.
5️⃣ Import What You Need
Drag individual sections into your project, or
Click Add to bring in the entire document at once.
- 💡 Tip: Once imported, you can edit, brand, and customize the Business Case to match your specific goals before sharing it with your stakeholders.
🔑 Pro Tips
Invite decision-makers to at least one onboarding call — their input strengthens the plan.
Bring current document templates like BEP's, EIR's, Scope Matrices, etc..