Turn your vision
into a working plan.

Create the account used to access your plans.

1. Enter Full Name and Email ID.
2. Enter Password and Confirm Password.
3. Follow the displayed submission flow. A later observed version showed Send verification code →; an earlier version showed Create Account →.
4. Complete email verification when requested, then confirm that the Dashboard opens.

Return to an existing account.

1. Open Login.
2. Enter the account email and password. Review the Remember Me choice.
3. Select Log In →.
4. If the form fails, read the displayed error. Use Forgot Password? if you need to recover access.

The starting screen before your first board exists.

1. Select Create Your First Vision Board.
2. Complete board setup.
3. Return to the Dashboard after the board exists.

Keep the correct business plan in context.

Use the app’s own reference material when a term or form is unfamiliar.

1. Open Field Guide.
2. Choose a module such as Vision Board, Strategy Sheet or Target Tracker.
3. Open a form topic to read its purpose, expected input and tips.
4. Use the search input to locate a topic. Mark this form as explored is a learning-progress control.

Give the plan a stable, recognizable identity.

What to enter

Vision Board Name (required)

How to complete this step

1. Enter the information listed above. Use list Add controls where available.
2. Review the values and units. Avoid a generic name such as “My Board” when you will manage multiple periods.
3. Select Continue.

Describe the foundation of the business.

What to enter

Business Name; Industry; Vision Statement (3–5 years); Target Revenue; Target Market/Geography

How to complete this step

1. Enter the information listed above. Use list Add controls where available.
2. Review the values and units. The 3–5 year statement here is shorter-range than the 10+ year Strategy Sheet vision.
3. Select Continue.

Set headline revenue, margin, income and reserve targets.

What to enter

Annual Revenue Goal; Monthly Revenue Goal; Target Profit Margin (%); Personal Income Goal; Cash Reserve Target

How to complete this step

1. Enter the information listed above. Use list Add controls where available.
2. Review the values and units. Keep targets and actuals separate. Do not assume the app automatically divides annual revenue by 12.
3. Select Continue.

Identify where revenue and customers will come from.

What to enter

Primary Revenue Sources; Target Customer Segments; Top 3 High-Value Clients (Target)

How to complete this step

1. Enter the information listed above. Use list Add controls where available.
2. Review the values and units. Type each list item, then use its Add button. A prospect name is a target, not a confirmed customer.
3. Select Continue.

Separate current offerings from future plans.

What to enter

Current Services/Products; Future Products/Services

How to complete this step

1. Enter the information listed above. Use list Add controls where available.
2. Review the values and units. Use Add for each item. This high-level list is separate from the detailed Product Planning wizard.
3. Select Continue.

Choose the operational capabilities you need.

What to enter

CRM System; Sales Funnel; Operations; Financial Tracking; HR System; Marketing Automation; Customer Support; Analytics Dashboard

How to complete this step

1. Enter the information listed above. Use list Add controls where available.
2. Review the values and units. Select relevant systems and use any displayed status controls. Status option values were not captured.
3. Select Continue.

Record roles you expect to hire and their timing.

What to enter

Role; Timeline; Status; Add Team Role

How to complete this step

1. Enter the information listed above. Use list Add controls where available.
2. Review the values and units. Use roles and realistic hiring timing. The exact dropdown choices were not captured.
3. Select Continue.

Define measurable audience and credibility outcomes.

What to enter

Website Leads/Month Target; Social Media Followers Target; Case Studies Target; Speaking/Events Goals

How to complete this step

1. Enter the information listed above. Use list Add controls where available.
2. Review the values and units. Follower counts alone do not measure revenue impact.
3. Select Continue.

Make the business support the founder’s intended life.

What to enter

Target Working Hours/Day; Target Free Days/Month; Travel Goals; Net Worth Target

How to complete this step

1. Enter the information listed above. Use list Add controls where available.
2. Review the values and units. These are planning targets, not measured achievements.
3. Select Complete.

See the boards available in the account.

1. Open Back to Vision Boards from a board.
2. Use Create New Board for another plan.
3. Select an existing board card or Open → to inspect it.

Review the eight business sections created by the wizard.

1. Open the required board.
2. Choose Vision Board Sections.
3. Find the section to revise and select its Edit control.
4. Review the form before saving. The post-Edit form and its save behavior were not captured.

Open the deeper 20-section planning workbook.

Choose Strategy Sheet on the board or from the sidebar. Select a numbered section, complete the form and use Save Section.

Present the board as a visual overview.

Choose Visual Mode. The observed screen showed completion counts and eight section cards. Empty sections displayed “Add details to this section.” Fill the source sections before using this view in a review meeting.

Open the six workspaces connected to the board.

Select View All Modules →. The hub contains Strategy Sheet, Target Tracker, Resource Management, Execution & Risk, Financial Insights and Collaboration Hub. Select the relevant module card.

Choose a format for sharing or presenting the plan.

1. Open the board and select Export.
2. Choose the option that matches the audience and level of detail.
3. Review the generated output before distributing it. Export completion was not tested.

Define who the company is, who buys and what problem it solves.

Observed fields or controls

• Company Name
• Industry / Category
• Core Offering
• Who Buys?
• Company Size
• Industry Type
• Geography
• Primary Problem You Solve
• Current Business Stage
• Unique Differentiation
• Business Model

Action: Complete the displayed fields; use the Add control for repeating entries where shown, then select Save Section.

Explain why the company exists beyond profit.

Observed fields or controls

• What Broken Situation Are We Trying to Fix?
• Who Benefits Most if We Succeed?
• Core Purpose Statement (1 sentence)

Action: Complete the displayed fields; use the Add control for repeating entries where shown, then select Save Section.

Define the long-term destination. The screen specifies a 10+ year horizon.

Observed fields or controls

• Desired Market Position
• Scale (Revenue / Customers / Geography)
• Type of Impact Created
• Vision Statement

Action: Complete the displayed fields; use the Add control for repeating entries where shown, then select Save Section.

Describe how the organization works toward its vision.

Observed fields or controls

• What You Do Daily
• How You Deliver Value
• Who You Focus on First
• Mission Statement

Action: Complete the displayed fields; use the Add control for repeating entries where shown, then select Save Section.

State what a customer can reasonably expect.

Observed fields or controls

• What You Promise
• Timeframe / Scope
• Risk Reduction
• Brand Promise Statement

Action: Complete the displayed fields; use the Add control for repeating entries where shown, then select Save Section.

Translate principles into behavior.

Observed fields or controls

• + Add Core Value

Action: Complete the displayed fields; use the Add control for repeating entries where shown, then select Save Section.

Define the Big Hairy Audacious Goal. The observed horizon is 10 years.

Observed fields or controls

• Revenue Goal
• Customer Scale
• Market Position
• BHAG Statement

Action: Complete the displayed fields; use the Add control for repeating entries where shown, then select Save Section.

Describe what success looks like when the BHAG is achieved.

Observed fields or controls

• How Customers Experience the Business
• How Teams Work Internally
• How Systems and Processes Run
• How Decisions Are Made
• How the Market Perceives the Company
• Additional Points / + Add Point

Action: Complete the displayed fields; use the Add control for repeating entries where shown, then select Save Section.

Separate internal facts from external conditions.

Observed fields or controls

• Strengths (Internal) / + Add strength
• Weaknesses (Internal) / + Add weakness
• Opportunities (External) / + Add opportunity
• Threats (External) / + Add threat

Action: Complete the displayed fields; use the Add control for repeating entries where shown, then select Save Section.

Choose the few critical priorities for the next three years.

Observed fields or controls

• + Add Strategic Priority

Action: Complete the displayed fields; use the Add control for repeating entries where shown, then select Save Section.

Bridge the long-term ambition and annual execution.

Observed fields or controls

• Section exists in navigation; its settled form fields were not captured.

Action: Open the section and inspect its current fields before entering the plan.

Write one-year goals that can be scored.

Observed fields or controls

• Goal
• Metric
• Target
• Deadline
• Owner
• + Add Goal

Action: Complete the displayed fields; use the Add control for repeating entries where shown, then select Save Section.

Break the annual plan into execution cycles.

Observed fields or controls

• Q1 Focus Theme
• Q2 Focus Theme
• Q3 Focus Theme
• Q4 Focus Theme

Action: Complete the displayed fields; use the Add control for repeating entries where shown, then select Save Section.

Make the commercial assumptions explicit.

Observed fields or controls

• Average Deal Size
• Monthly Revenue Target
• Annual Revenue Target
• Revenue Streams (comma-separated)
• Pricing Structure
• Lead Requirements
• Conversion Assumptions

Action: Complete the displayed fields; use the Add control for repeating entries where shown, then select Save Section.

Define the ideal roles and their accountability.

Observed fields or controls

• Role
• Core Responsibility
• Success Measure
• + Add Role

Action: Complete the displayed fields; use the Add control for repeating entries where shown, then select Save Section.

Prioritize the procedures needed to reduce operational risk.

Observed fields or controls

• + Add SOP

Action: Complete the displayed fields; use the Add control for repeating entries where shown, then select Save Section.

Identify enabling tools, automations and dashboards.

Observed fields or controls

• Core Tools (comma-separated)
• Key Automations Required (one per line)
• Dashboards Needed (one per line)

Action: Complete the displayed fields; use the Add control for repeating entries where shown, then select Save Section.

Define the indicators used to review business health.

Observed fields or controls

• Financial KPIs
• Sales KPIs
• Operational KPIs
• Customer KPIs
• People KPIs

Action: Complete the displayed fields; use the Add control for repeating entries where shown, then select Save Section.

Identify problems before they become surprises.

Observed fields or controls

• + Add Risk

Action: Complete the displayed fields; use the Add control for repeating entries where shown, then select Save Section.

Condense the plan into a decision-ready reference.

Observed fields or controls

• Who We Serve
• What Problem We Solve
• How We Make Money
• Why We Win
• Year-1 Focus
• 3-Year Direction
• 10-Year Ambition

Action: Complete the displayed fields; use the Add control for repeating entries where shown, then select Save Section.

An Objective states the outcome. Key Results make success measurable.

1. Open Target Tracker → OKRs.
2. Select + Add OKR or Create Your First OKR.
3. Enter the required Objective.
4. Enter measurable Key Results. The modal showed three input boxes and “3 recommended.”
5. Enter an Owner and select Add OKR. Use Cancel or Close to leave without submitting.

Record a specific outcome with its metric, target, deadline and owner.

1. Choose SMART Goals.
2. Select + Add Goal or Create Your First Goal.
3. Enter Goal (required), Metric, Target, Deadline and Owner.
4. Select Add Goal, then verify the saved item in the list. The post-submit state was not tested.

Define a focus theme, actions and owner for each quarter.

1. Choose Quarterly Plan.
2. Fill the theme, Key Actions and Owner for Q1, Q2, Q3 and Q4.
3. Select Save Plan. Reopen the tab to check persistence.

Add the indicators you will use to monitor performance.

Choose KPI Dashboard. The observed screen had three entry inputs, an AI-suggestions control and an Add button. Input labels were not reliably captured, so their order and meaning should be checked in the live form.

The Functional Accountability Chart clarifies who is responsible for each business function.

1. Choose Resource Management → FACe Chart.
2. Enter the required Function.
3. Complete Owner (O), Accountable (A), Consulted (C) and Informed (I).
4. Select + Add Function and review the table. Submission was not tested.

The Process Accountability Chart assigns ownership of recurring workflows.

1. Choose PACe Chart.
2. Under Add a process, enter Process (required), Owner and Frequency.
3. Choose the displayed Status. “Not Started” was the captured default.
4. Select + Add Process. Verify the result after saving.

Define roles, responsibilities and accountability.

The settled screen displayed + Add Role and Define Your First Role. Open one of these to enter a role. The resulting modal was not inspected, so its exact fields are unverified.

Organize talent-development discussion using performance and potential.

1. Choose 9-Box Grid.
2. Under Add a team member, enter Name (required) and Role.
3. Review the Performance and Potential dropdowns. Both defaulted to Medium in the observed screen.
4. Select + Add Member and verify the displayed placement. The submission and resulting placement were not tested.

Plan which Standard Operating Procedures need to be documented.

Choose SOP Roadmap. The screen exposed + Add SOP, a rows-per-page selector and Save SOPs. Add an entry, inspect its fields and save the collection. The newly added row fields were not captured.

List the tools, automations and dashboards your business needs.

1. Choose Automation.
2. Use + Add Tool, + Add Automation and + Add Dashboard to create input rows.
3. Enter one clear item per row. Remove controls are available for draft rows.
4. Select Save. Persistence was not tested.

Who / What / When turns a commitment into an accountable action.

Suggested preparation

Prepare an action, one owner and a due date.

How to use the idea

Write a concrete deliverable, such as “Delivery lead: publish the release checklist by Friday.” Review overdue commitments weekly.

Exact form fields, action labels, save behavior and populated results remain unverified.

Support recurring behavior that helps execution.

Suggested preparation

Choose a repeatable behavior and its intended frequency.

How to use the idea

Start with one useful routine, such as a daily review of blocked work. The app’s recurrence and completion controls were not inspected.

Exact form fields, action labels, save behavior and populated results remain unverified.

Keep the quarter focused on its most consequential outcomes.

Suggested preparation

Prepare a short, ranked list of priorities and success measures.

How to use the idea

Resolve capacity conflicts before adding more work. Distinguish a priority from a long task list.

Exact form fields, action labels, save behavior and populated results remain unverified.

Keep potential threats visible.

Suggested preparation

Prepare risk descriptions, estimated likelihood and impact, mitigations and owners. These are suggested planning inputs, not confirmed field labels.

How to use the idea

Separate a possible future risk from an issue already happening. Review whether mitigations are actually reducing exposure.

Exact form fields, action labels, save behavior and populated results remain unverified.

View the collection of initiatives supporting the plan.

Suggested preparation

Prepare each project’s purpose, owner, intended result, timing and dependencies.

How to use the idea

Review the portfolio together to spot overloaded people and conflicting deadlines.

Exact form fields, action labels, save behavior and populated results remain unverified.

The Field Guide describes AI-assisted stress-testing.

Suggested preparation

Define a scenario and the assumptions you want challenged.

How to use the idea

Use outputs as hypotheses to review, not reliable forecasts. Provider setup, controls, results and costs were not tested.

Exact form fields, action labels, save behavior and populated results remain unverified.

Financial Planning & Analysis supports comparing plans and performance.

Suggested preparation

Prepare a reporting period, targets and actual results with consistent definitions.

How to use the idea

Investigate why a number differs from the plan. Do not assume the app connects to accounting software.

Exact form fields, action labels, save behavior and populated results remain unverified.

The app describes cash-acceleration strategies.

Suggested preparation

Identify where cash is tied up in invoicing, collection, purchases or operating processes.

How to use the idea

Assign concrete improvement actions and track whether they improve cash availability.

Exact form fields, action labels, save behavior and populated results remain unverified.

Explore possible future financial outcomes.

Suggested preparation

Prepare a baseline, assumptions and alternative scenarios.

How to use the idea

Separate a forecast from an aspiration; revise assumptions when actual results change.

Exact form fields, action labels, save behavior and populated results remain unverified.

Compare an initiative’s expected benefits with its cost.

Suggested preparation

Prepare the cost, expected net benefit and evaluation period.

How to use the idea

General planning formula: ROI = (benefit − cost) ÷ cost × 100%. This formula is explanatory; the app’s implementation was not inspected.

Exact form fields, action labels, save behavior and populated results remain unverified.

Describe how the business earns money.

Suggested preparation

Prepare pricing, deal size, revenue streams and conversion assumptions.

How to use the idea

Use the inspected Strategy Sheet Revenue Model chapter for known fields; equivalence with this module is unverified.

Exact form fields, action labels, save behavior and populated results remain unverified.

Review financial indicators.

Suggested preparation

Prepare definitions and time periods for each indicator.

How to use the idea

Confirm what populates each KPI in the live screen before treating it as an actual result.

Exact form fields, action labels, save behavior and populated results remain unverified.

The app describes AI-generated financial insights.

Suggested preparation

Prepare the financial question and relevant, consistent figures.

How to use the idea

Review AI conclusions against the underlying numbers. Generation and data-sharing behavior were not tested.

Exact form fields, action labels, save behavior and populated results remain unverified.

Organize shared collaboration areas.

Suggested preparation

Decide the purpose, participants and ownership of a workspace.

How to use the idea

Check who can view or edit before placing company material in a workspace; the permissions interface is unverified.

Exact form fields, action labels, save behavior and populated results remain unverified.

Keep coordination and decisions close to the plan.

Suggested preparation

Prepare a clear topic, context, question and decision owner.

How to use the idea

Close discussions with a decision and next action. Notification and comment behavior were not inspected.

Exact form fields, action labels, save behavior and populated results remain unverified.

Support structured learning between team members.

Suggested preparation

Prepare a learning objective, participants and review date.

How to use the idea

Define an observable outcome, not simply “improve skills.” The app also mentions reverse mentoring in its module description.

Exact form fields, action labels, save behavior and populated results remain unverified.

Maintain useful shared reference material.

Suggested preparation

Identify approved procedures, explanations and reusable learning material.

How to use the idea

Use descriptive titles and ownership so entries can be maintained. Upload and editing capabilities remain unverified.

Exact form fields, action labels, save behavior and populated results remain unverified.

The app describes an AI coach that uses business-planning context.

Suggested preparation

Connect an approved provider in Settings, then prepare a focused planning question.

How to use the idea

Ask for assumptions and trade-offs; check the response against the plan. The coach conversation screen was not captured.

Exact form fields, action labels, save behavior and populated results remain unverified.

The app advertises a 10-step product-planning wizard and a one-page Product Canvas.

The sidebar link Product Planning was observed. The Field Guide says the wizard moves from problem definition to metrics. The exact ten screen names, required inputs, navigation controls and canvas output were not captured.

Prepare before opening it

1. Define the customer problem and evidence that it matters.
2. Identify who experiences the problem and who pays.
3. Describe the proposed offering and its value.
4. Prepare scope, commercial assumptions, launch constraints and success measures.
5. Follow the live wizard’s actual steps; review the resulting canvas against your inputs.

The Field Guide says monthly updates provide the data behind charts and analytics.

Prepare actual revenue, leads and customers for the reporting month. Use a consistent period and definition. The Field Guide refers to Progress → Monthly Update, but that navigation was not visible in the captured active-board sidebar. Its current location needs confirmation.

Explain results with wins, obstacles and lessons.

Prepare the important wins, obstacles and changes needed for the next month. Tie commentary to outcomes rather than listing every activity.

The Field Guide describes a historical list or timeline of monthly updates.

Review trends across multiple periods. A single good month is not proof of a repeatable result. The actual list view, editing, duplicate-month handling and chart behavior were not inspected.

The Field Guide describes a board selector, priority signals, metric tiles, module-performance grid and Ask Patrick.

The empty Dashboard was inspected, but the populated version was not. The Field Guide describes it as read-only: update the underlying modules and monthly data rather than expecting to type directly into dashboard tiles.

Maintain account profile and recovery details.

Configure an AI provider for Patrick and AI-assisted planning.

1. Open Settings → AI Assistant.
2. Select the required Provider. The available dropdown options were not inspected.
3. Enter the provider credentials as required. The visible form labels API Key and Base URL as optional, but requirements depend on the provider.
4. Use Save AI Settings and Test Key when enabled. Both were disabled before a provider was selected.
5. Return to Patrick AI or a section’s AI-suggestions control to use it. Actual generation remains unverified.

Choose appearance preferences and access account deletion.

Appearance shows a theme control. Danger Zone shows Delete Account with a statement that the account and all data are permanently deleted. Theme changes and deletion were not performed.

Many Strategy Sheet and module forms expose contextual AI assistance.

The button label identifies the section, such as “AI suggestions for Company Overview.” Configure your provider before attempting generation. Review suggestions before committing them as business plans.