Business Plan Pro helps organizations create a business plan using a step-by-step wizard that walks planners through the entire process.

Benefits for Organizations

You can use Business Plan Pro's nonprofit option to create business plans or funding plans customized for your organization's unique needs. You can present your business plan to potential donors or funders to provide a professional overview of your organization's work and projects.

Major Capabilities

• In-program instructions: The program offers in-depth instructions and examples for every step in creating the business plan. Video instructions are also available.
• Business plan templates: You can use the software's more than 500 complete sample business plans as models for many different types of activities.
• Standard formats: Business plans follow the preferred format of major lenders, investors, and the U.S. Small Business Administration (SBA).
• Plan reviews: The Plan Review tool checks such aspects of the plan as realistic growth rates and manageable cash flow projections and highlights questionable areas.
• Graphics: The software produces charts that feature customizable colors, headings, and 2D or 3D display.
• Publishing options: You can export plans to Microsoft Word, Excel, and PowerPoint and to Adobe PDF. You can also publish them to a password-protected website provided by Palo Alto Software.

Additional Training Resources and Software Included

The donation also includes:

• Access to a business planning video course to help introduce you to basic business planning principles
• Two e-books on business planning by Tim Berry: The Plan-As-You-Go Business Plan and Hurdle: The Book on Business Planning.
• Start, Run, and Grow Your Business software, which provides additional business tools, resources, and discounts

Previewing Business Plan Pro

You can watch an online video introduction of Business Plan Pro to learn about the software and the process of developing a business plan. Prospective users are also welcome to view Palo Alto’s library of introductory training webinars.

Licensing

This product is licensed for one user on a primary computer and also on a home or laptop computer, though both cannot be used at once. It is intended for organizations to use in developing their own plans, not for training clients to develop plans.

Choose Carefully

The administrative fee for this product is not refundable, and the product cannot be exchanged.

Obtaining This Product

When your donation request has been approved, TechSoup will send a message to your organization email address with instructions for obtaining and activating this product.

• Hardware:
• Pentium or comparable processor
• Enough RAM to support the operating system
• 100 MB available hard-disk space
• 800x600-pixel (or higher) display; 1024x768 with 16-bit color recommended
• Software:
• Windows 2000 with SP4; Windows XP with SP3; Windows Vista; Windows 7
• Other:
• The capacity to download about 50 MB of data
• Internet connection for online features

• Donated and discounted product will be distributed under this program to qualifying organizations only, not to individuals.
• One donated product may be requested within a fiscal year (July 1 to June 30). Any number of discounted products may be requested.
• Only organizations with annual operating budgets of $50,000 or less are eligible to receive donated products. There are no budget restrictions for obtaining discounted products.
• This donation is available to nonprofits with 501(c)(3) designation and to public libraries. Public libraries must either have valid 501(c)(3) nonprofit status or be listed in the Institute of Museum and Library Services (IMLS) database.
• This donation is not available to organizations in U.S. territories.
• Recipient organizations must be willing and able to provide information to Palo Alto Software for the purposes of creating a case study or testimonial on this program.
• Organizations that advocate, support, or practice discrimination based on age, ethnicity, gender, national origin, disability, race, size, religion, sexual orientation, or socioeconomic background are not eligible to participate in this program. Organizations must be willing and able to attest that they do not discriminate on any of these grounds in order to receive donations.
• Palo Alto Software products may not be transferred or resold.