Free planning tool · The Grow journey
The Growth Planning Workbook.
Build a practical 12-month growth plan for your business. Not a vision-board exercise — a working session that ends with a target, a route, and the decisions made.
What’s inside
Five parts. Each one earns the next.
What are you trying to achieve?
A real growth target has three parts: the result you want, the change it requires, and the guardrail you refuse to sacrifice along the way.
8 minutes
Where will growth come from?
New customers, bigger orders, new offers — name the sources you’re actually betting on, and how much each has to carry.
8 minutes
What’s most likely to stop you?
Every plan has a constraint. Find yours before it finds you, and decide what you’ll do about it.
7 minutes
Can the business afford this growth?
Growth spends cash before it returns any. A quick, honest check on whether the plan is funded.
5 minutes
My Growth Route
The canvas: your 12-month plan on one page, ready to share with your team, your co-owner, or your navigator.
The output
Prefer to work through it with someone who’s done this a few hundred times?
Book a 20-minute call →Good to know
Questions owners ask
What is the Growth Planning Workbook?
A free fillable PDF that walks a business owner through a 45-minute planning session in five parts: set a real 12-month growth target, identify where that growth will come from, name the constraint most likely to stop you, and check whether the business can afford the trip. It ends with a one-page, 12-month growth plan.
Is it really free? What do you do with my email?
Yes, free. We use your email to send you the download link, and occasionally to share new planning tools. Every email has an unsubscribe link.
Do I need to prepare anything before starting?
No. The workbook is written to be completed from what you already know about your business. If you have last year's revenue and a rough sense of monthly costs handy, the numbers sections go faster.
Can I fill it out on screen?
Yes. The PDF is fillable — type straight into it on a computer or tablet, or print it and work on paper. Both versions end with the same one-page plan.
How is this different from a business plan?
A traditional business plan is a long document written to convince someone else, like a lender. This is one page, written for you: a 12-month target, the route to it, and the decisions in order. It's the planning a working owner actually uses.
What should I do with it once it's done?
Put the one-page plan somewhere you'll see it, and revisit it monthly. Many owners bring it — finished or half-finished — to a free 20-minute call with a navigator, which is a natural next step.