🧭 Strategic (StratPlan) & Business Plan Development Services

📈 From Vision to Action — Faster

At SBPlan.com, we help individuals, founders, and teams turn bold ideas into actionable plans using a fusion of consulting experience and Regenerative Dynamic AI (rdAI). Whether you’re launching a startup, scaling a nonprofit, or repositioning your organization — this is where strategic clarity meets execution.
Our consulting process combines live facilitation, AI-enhanced tools, and proven planning frameworks. You don’t just get a document — you get a reusable, regeneratable strategy platform.

🚀 What Makes Our Planning Process Different?

Using our rdAI approach and GenAI agents (Custom GPT tools), we:

  • Facilitate rapid planning that delivers results in days, not months
  • Simulate and compare strategic paths and ROI scenarios
  • Align team input without the need for large meetings
  • Empower founders and executives with coaching + AI agent support
  • Deliver ready-to-use documents for boards, investors, and funders
  • Improve efficiency — save time and cost now and in the future, while tracking and measuring performance
  • Increase effectiveness — do the right things and do them better, with strategic focus and success metrics

🧰 Core Planning Services

✅ Strategic Plans (StratPlans)
For growing or established organizations

  • Vision, mission, and values alignment
  • SWOT/TOWS analysis powered by rdAI
  • Strategy maps and key initiatives
  • 30/60/90-day action planning
  • Format options: 1-day, 2-day, or phased (virtual or in-person)

✅ Business Plan Development
For startups, founders, and innovators

  • Executive summary and business model definition
  • Market and competitive analysis
  • Team, sales, and marketing strategies
  • Financial forecasting and funding readiness
  • Formatting for investors, banks, and grantmakers

✅ Solo & Executive Planning Engagements
For individual founders, solopreneurs, and small teams

  • Personalized planning support
  • Async or video-based facilitation
  • Start-to-finish planning in 2–4 sessions

Every engagement includes custom GPT support, editable templates, and planning tools you can reuse or regenerate with each new quarter or funding cycle.

📚 Backed by Books & rdAI Tools

Our strategic planning framework is grounded in decades of consulting experience and formalized through the Perpetual Innovation™ book series by Dr. Elmer Hall. These works provide deep guidance across multiple domains — and every client engagement includes access to practical planning tools, GPTs, and regenerative templates.

Core Strategy Titles:

  • Perpetual Innovation™: Rapid Strategic Planning and Regenerative AI (2nd ed., 2024)
  • Perpetual Innovation™: Workshop-Workbook on Rapid Strategic Planning and Regenerative AI (2024)

Specialized Planning Resources:

  • Strategic Planning for Nonprofits and the Art of Impactful Giving (2022)
  • Club Management Workbook: Focusing on the Most Impactful Giving (2023)
  • COMPASS® Guide: Commercialization of Patent Assets (2018) — Updated v5.0 Coming Soon

📘 Explore All Books on Amazon

🌟 Ideal Clients

We support:

  • Entrepreneurs and startups building investor-ready business plans
  • Nonprofits aligning teams and launching initiatives
  • Consultants, coaches, and creators seeking strategic focus
  • Civic or service orgs aligning around community goals
  • Cross-functional teams building short-term plans and roadmaps

💡 Why Work with Us?

  • Speed + Depth — deliver more in less time
  • rdAI Integration — GPT tools for clarity, reuse, and what-if modeling
  • 25+ years of strategic planning experience
  • Outcome-oriented — these plans are built to be used, not shelved

📅 Ready to Build Your Plan?

Let’s turn your vision into an actionable, board- or investor-ready plan with tools you can reuse for years to come.
📞 Contact Us