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Business Planning

A guided workbook for turning an idea into a shared, practical plan—one conversation and one stage at a time.

Presented by Locked In Family Support

Approved workbook

Dream it. Plan it. Build it.

Use the blank workbook yourself, fill it out digitally, guide your loved one through the same prompts, or send the approved quick-send collage when receiving a single image is easier.

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Approved Still Here Daily Business Planning quick-send collage — The approved quick-send collage

Download your blank copy

Save or print the approved workbook and write your own ideas before the next conversation.

Fill it out online

Type into every stage, autosave your answers, and print or save the completed digital workbook.

Guide your loved one

Work through one stage at a time by message, phone, video, or visit. Compare answers and agree on the next step.

Send the collage

Use the picture-friendly version when your loved one can receive an image and needs the whole roadmap at once.

Interactive digital workbook

Work through it together.

Open each stage, type your answers, and check it off when complete. Answers and progress stay on this device so you can return later.

0 of 8 stages complete

Planning stageWhat problem could we solve? What are we excited to build?Review and organizeSort ideas into opportunities, execution needs, resources, and goals.SWOT analysisName strengths, weaknesses, opportunities, and threats honestly.SMART goalsCreate 10–15 SMART goals, then narrow them to the 3–5 highest priorities.P&L, budget, and startup costsWhat will it cost, what could it earn, and which assumptions need proof?Organizational seatsWhat roles are truly needed, and who owns each responsibility?Execution planChoose the first actions, owners, deadlines, roadblocks, and solutions.Go / no-go and reflectionIs the idea viable, manageable, and worth the next step?

Picture-friendly option

Ready to send

This is the approved single-image overview. Download the image for picture-based messaging, or use the PDF when printing or saving a document works better.

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Approved Business Planning quick-send collage

Best way to use it: choose one stage per conversation. End by asking what went well, what needs refining, and what the next small action should be.