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Business Plan Development: Strategic Planning for Success

Tools and Resources for 2025

Module 29 of 35 2 min read INTERMEDIATE

AI-Powered Business Planning Tools

Comprehensive Planning Platforms

  • Upmetrics: AI-driven business plan generation with financial forecasting
  • LivePlan: Automated financial modeling with industry benchmarking
  • Bizplan: Collaborative planning with investor-ready templates
  • PlanGuru: Advanced financial modeling with scenario analysis

Financial Modeling Software

  • Anaplan: Enterprise-grade planning and forecasting platform
  • Adaptive Insights: Cloud-based financial planning and analysis
  • Planful: Comprehensive financial performance management
  • Cube: Modern FP&A platform with AI-powered insights

Market Research and Analytics

AI-Enhanced Research Tools

  • CB Insights: Market intelligence and competitive analysis
  • Crunchbase: Startup and investment tracking platform
  • SEMrush: Digital marketing and competitive intelligence
  • Brandwatch: Social listening and consumer insights

ESG and Sustainability Platforms

  • Sustainalytics: ESG research and ratings platform
  • CDP: Environmental disclosure and scoring system
  • B Impact Assessment: Social and environmental impact measurement
  • GRI Standards: Global sustainability reporting framework

Project Management and Collaboration

Modern Collaboration Platforms

  • Notion: All-in-one workspace for planning and documentation
  • Airtable: Database and project management hybrid platform
  • Monday.com: Visual project management and team collaboration
  • ClickUp: Comprehensive productivity and project management suite

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