Planning made accessible
Know Where You Stand.
Plan Where You Want to Go.
A simple planning platform that helps businesses understand where they are, define where they want to go, and turn their goals into measurable action, without needing a strategy department.
- 1Current position
- 2Goals
- 3Plan
- 4Execution
- 5Results
The problem
Running a Business Without a Plan Is Still a Plan, Just an Unpredictable One.
Many SMEs aren't unmanaged. They have goals, budgets, projects, meetings, KPIs and people working hard. The problem is that these pieces are rarely connected.
- StrategyPowerPoint
- BudgetExcel
- ProjectsProject software
- EmployeesHR software
- KPIsA BI dashboard
- TasksEmails and meetings
The result: a company with lots of activity, but limited alignment.
- • Conflicting priorities
- • Decisions based on urgency, not importance
- • Poor visibility
- • Repeated meetings
- • Unclear accountability
- • Resources spent on low-priority work
- • Strategy disconnected from daily work
- • Problems discovered too late
The problem isn't lack of effort. It's lack of alignment.
Why planning matters for SMEs
Planning Isn't Corporate Bureaucracy. It's How Growing Businesses Stay in Control.
When a company is small, the founder understands almost everything. Then more people join, more customers appear, more projects start, more money is invested and more decisions are delegated. Complexity grows faster than visibility.
- Growth
- Complexity
- Need for structure
- Planning
Planning doesn't mean predicting the future perfectly. It means understanding where you are, deciding what matters, allocating resources accordingly, and measuring whether you're moving the right way.
You Know Planning Matters. But Who Has Time to Build the Planning Department?
- “We don't have a strategy team.”
- “We don't know where to start.”
- “Strategic planning feels complicated.”
- “Consultants are expensive.”
- “Our managers don't have planning experience.”
- “Our plans end up in PowerPoint.”
- “We already have too many spreadsheets.”
That's exactly why we built it.
Your company shouldn't have to become an expert in planning. The platform provides the structure.
How it works
Planning, Without the Complexity.
Our platform turns professional planning methodology into a guided, practical management process.
What PlanFra does today
Everything You Need to Understand Your Business and Plan Its Numbers.
These tools are working in the platform now. Each one feeds the next, so the plan is built from your real structure and your real value chains.
Company structure
Companies, departments and sub-departments (profit and cost centres), positions and who reports to whom. See it as a department chart, a mixed chart with positions, or a people chart.
People, without the paperwork
Register people from an Excel template, or send a link so employees fill in their own details. Your Super User reviews before anything is saved.
Chart of accounts
Download a template with suggested accounts, upload yours, review and confirm. Every cost and revenue in the plan is mapped to an account.
Staff cost by country and tier
Salary, other costs, training and bonus per tier and country. Give each position a location and a tier and its yearly cost is worked out for you.
Your own currency
Choose the main currency you report in and enter exchange rates by hand, or pull them from XE.com. Everything is converted for you.
Authority matrix
Set approval limits for every position on every account, and define your own non-financial decision topics with levels from Recommend to Final Authority. Vacant positions pass authority up.
Value chains
Start from one of 35 business-model templates or build your own. Steps with the department responsible, grouped into main activities, with a saved version of every change.
Value chain economics
Enter cost and revenue per unit on each step, then see where cost and revenue sit and the gross margin of every step and group.
Strength analysis
Mark every step on human resources, funds, technology, management, planning and agility. Get a strength percentage per step, per group and for the whole chain.
Volume plan and KPIs
Type next year's volume (for example 85,000 metric tons) and see total revenue, total cost and gross profit.
Initiatives with cost and time
Turn weak spots into initiatives with an owner department, an implementation cost and the months needed. See gross profit after initiative costs.
My Plan: your profit and loss
Income, value chain cost, staff, rent, utilities and asset maintenance, down to net profit, by department, with every line linked to its source and a CSV export.
Control who sees what. A client's Super User manages the team and sees the whole company. Other users get Viewer, Editor or Full Control on each department, and see only their own.
Road Map
You're Never Lost: One Step at a Time.
PlanFra shows the order to enter your data and your progress on each step, and tells you exactly what is still missing.
- 1. Add your team members
- 2. Upload the chart of accounts
- 3. Build your staff country matrix
- 4. Add your departments
- 5. Add your positions
- 6. Add companies and their use
- 7. Add your people
- 8. Add the value chains
From Managing Activity to Managing Direction.
Before
- Scattered spreadsheets
- Disconnected KPIs
- Unclear priorities
- Reactive decisions
- Too many meetings
- Unclear ownership
- Plans that are rarely updated
- Management by intuition alone
After
- One connected plan
- Clear objectives
- Defined responsibilities
- Measurable KPIs
- Aligned departments
- Visible execution
- Early warning indicators
- Data-supported decisions
Every action contributes to a strategic outcome.
Product
From Vision to Action
Click a level to see how everything connects.
Level of 9
Every objective should have a measure. Every initiative should have an owner. Every action should have a purpose.
Business discovery
We Don't Start With KPIs. We Start With Your Business.
The platform first learns how your company works, then builds the planning structure around it. Your plan should reflect how your business actually works.
- • Business type
- • Industry
- • Business model
- • Products and services
- • Customers and markets
- • Revenue streams
- • Cost structure
- • Value chain
- • Departments
- • People
- • Assets
- • Current performance
- • Existing plans
- • Strategic challenges
Value chain
Understand How Your Business Creates Value.
- Supplier
- Procurement
- Operations
- Sales
- Customer
- Activities
- Costs
- Revenue
- KPIs
- Improvement opportunities
See where value is created, where money is spent, and where improvement matters most.
Every business has its own chain, from the product you source to the customer you serve. PlanFra starts from 35 business-model templates (trading, manufacturing, retail, logistics, hospitality and more), and you change every step to match how you really work.
Management cockpit In development
See Your Business From One Place.
Today My Plan already shows income, costs and net profit by department. The full cockpit is being built: the CEO will see overall plan progress, objective status, financial and department performance, critical KPIs, initiative status, budget vs actual, major risks, overdue actions, and what needs management attention. The dashboard answers two questions: Are we on track? If not, where is the problem?
Don't Monitor Everything. Know What Needs Your Attention. Planned
- • KPIs below target
- • Delayed initiatives and budget overruns
- • Missing updates and unassigned objectives
- • Departments falling behind, objectives at risk
Less reporting. More managing.
Annual plan
68% complete- Objectives
- 12
- On track
- 81%
- Need attention
- 3
- Revenue vs plan: −8%Watch
- Europe launch: 2 initiatives delayedAttention
- Hiring planOn track
CEOWhy are we behind our annual revenue target?
AssistantRevenue is 8% below plan. The largest deviation comes from the European business unit, where two key initiatives are delayed and conversion is 14% below target.
AI planning assistant In development
Planning Expertise, Built Into the Process.
An assistant that makes planning easier, and never replaces management judgement.
- • Recommend objectives
- • Suggest relevant KPIs
- • Find missing planning elements
- • Analyse performance
- • Detect inconsistencies
- • Highlight risks
- • Generate management summaries
- • Suggest corrective actions
Value for Everyone Who Runs the Plan
For SMEs
Enterprise Planning Discipline. Without Enterprise Complexity.
You don't need: a strategy department, a PMO, a team of analysts, dozens of consultants, complex planning spreadsheets, or months of implementation.
Your business knowledge + Our planning structure
Try it
What Could Your Planning Structure Look Like?
1. What type of business do you run?
2. What is your biggest management challenge?
Here's what your planning structure could look like
business · challenge:
Objective:
KPIs
Initiatives (each with an owner)
Planning maturity
How Well Is Your Business Really Planned?
Eight quick questions. Nothing is saved or sent.
Resources
Practical Planning, Explained Simply
Guides for SME owners and managers. Coming soon.
- How to create an annual business plan
- Strategic planning for SMEs
- How to set business KPIs
- How to build department plans
- Strategy vs execution
- How to run monthly business reviews
- How to build a value chain
- Why SME strategies fail
- Planning templates and a KPI library
Pricing
A Plan for Every Size of Business
One subscription per organisation, covering one or several companies. Prices on request.
Our story
We Believe Planning Shouldn't Be a Privilege of Large Corporations.
Every entrepreneur starts with an idea. As the company grows, that idea becomes people, customers, departments, projects, investments, targets and responsibilities. Eventually intuition alone is no longer enough, but building a strategy department or hiring expensive consultants isn't realistic for every company.
That's why we created PlanFra: to give every business the structure, visibility and discipline to plan professionally.
Our mission: make better planning accessible to every business.
PlanFra is a product of Creative Partner Consulting.
You Already Know Your Business. Now Give It a Plan.
You don't need to become a planning expert. You need a system that turns what you already know into clear priorities, measurable objectives and coordinated action.
Know Where You Stand. Plan Where You Want to Go.