Operations
Planning
Set the long-term aims, then keep them visible day to day.
Planning is where organisational goals are set, broken into initiatives and tracked. Work is organised around challenges — each with an end date and a category — and the strategic charters written against them, which set out the goals and the effect on the organisation. Kanban and tree views keep the whole picture readable as it grows.
Inside Planning
What you get when you switch it on.
Challenges
Define the challenges the organisation is working on, each with an end date and a category, so long-term aims exist as named, dated things rather than intentions.
Strategic charters
Write a charter against a challenge: the outline, the goals it serves and the effect it will have on the organisation, with a description, an image and notes.
Categories, stages and statuses
Customise the planning environment to your own workflow — the categories challenges sit in, and the stages and statuses charters move through.
Kanban view
Charters laid out by stage with a count on each column, so it is immediately clear where the weight of planning work is sitting.
Tree view
The same charters as a hierarchy, filtered by challenge from a dropdown, for when the question is how initiatives roll up rather than where they have reached.
Planning dashboard
Totals of charters per stage in one view, giving a quick read on progress across the whole plan without opening anything.
Strategic frameworks
Planning connects to a set of analysis models — SWOT, PEST, PESTEL, Porter's Five Forces, Business Plan, Marketing Plan, Business Model and McKinsey 7-S.
Inside the screens
What Planning looks like day to day.
Placeholder imageWhere it earns its place
What teams switch Planning on for.
01
Turning an annual plan into work
Goals become challenges with end dates and charters against them, so the plan is something with stages and owners rather than a slide deck nobody reopens.
02
Keeping strategy visible between reviews
Stage counts on the dashboard and the Kanban board mean progress is legible at any moment, not only at the quarterly review.
03
Running a structured analysis
SWOT, PEST, PESTEL, Porter's Five Forces and McKinsey 7-S sit alongside the plan, so the analysis and the initiatives that follow from it live together.
Features
Everything in Planning.
- Organisational goals broken into initiatives
- Challenges with end dates
- Challenge assignment to categories
- Custom planning categories
- Custom stages and statuses
- Strategic charters with goals and organisational impacts
- Charter descriptions, images and notes
- Kanban view by stage with per-stage counts
- Tree view with dropdown filtering by challenge
- Dashboard totals of charters per stage
- Connects to SWOT, PEST, PESTEL and Porter's Five Forces
- Foundation for the Business Plan and Business Model add-ons
How add-ons work
Planning is not a separate app.
It runs inside GetBizApps Suite, on the same data, behind the same login.
01
Switch it on
Enable the add-on from your workspace. It appears alongside everything else already running — no separate install, no second login.
02
It shares your data
The add-on reads and writes the same customers, staff and records as the rest of the Suite, so nothing has to be re-keyed or synced.
03
Your roles still apply
Existing permissions carry across. Decide which teams see the add-on, and what they are allowed to do inside it.
04
Your price adjusts
It joins your subscription as one more enabled add-on, and comes off again if you turn it back off.
See what Planning costs alongside the rest of your setup.
Build your priceWhat teams say
Why teams run on GetBizApps Suite.
These are customers talking about the Suite as a whole rather than the Planning add-on specifically — every add-on runs on the same platform they are describing.
We use GBA Suites for leads, proposals, contracts, invoices and support. A customer can move through the entire lifecycle without us having to copy data between different platforms.
The modular approach is what sold us. We’re not paying for a giant ERP where 70% of the screens are irrelevant to our business.
Our HR team now handles attendance, leave, employees and payroll-related workflows alongside the rest of the organization. The visibility across departments is much better than before.
Often switched on together
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ViewProject Template
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ViewWorkflow Automation
Say what should happen when, and stop doing it by hand.
ViewFAQ
Planning questions.
What people ask before switching this one on.
A challenge is the organisational aim you are planning against. Each one carries an end date and is assigned to a category, and the strategic charters you write sit underneath it. That is what lets a long-term goal be broken into initiatives and tracked rather than restated.
A charter is the document written against a challenge. It outlines the challenge, the goals it serves and the impacts it will have on the organisation, with a description, an image, a goal summary and notes. Charters move through the stages you define and are what the Kanban, tree and dashboard views display.
Planning is the framework: challenges, charters, stages and the views that track them across the organisation, on a continuing basis. Business Plan produces one specific document — an executive summary, company description, market analysis, budget, financial projections, funding requirements and marketing strategies, in a print-ready form for investors and lenders. Business Plan depends on Planning being active first.
Yes. Categories, stages and statuses are all customisable, so the planning environment matches your own workflow rather than forcing a fixed model on it. Challenges are then assigned to the categories you created.
Three. The Kanban view shows charters by stage with a count on each stage. The tree view arranges them hierarchically and filters by challenge from a dropdown. The dashboard gives totals of charters per stage for a quick read on overall progress.
Planning is a strategic planning add-on for GetBizApps Suite. It lets an organisation set goals, break them into initiatives and track progress by defining challenges with end dates and categories, then writing strategic charters against them that outline goals, organisational impacts and notes. Charters can be viewed on a Kanban board by stage, in a tree filtered by challenge, or as dashboard totals per stage, and Planning is the foundation the Business Plan and Business Model add-ons build on. It is available at https://getbizapps.com/addons/planning.
Planning is billed as one of the add-ons in your GetBizApps Suite subscription. Your total is built from the add-ons you switch on, your number of users and the duration you commit to, in USD or INR. You can model it on the pricing page at https://getbizapps.com/pricing.
Planning runs inside GetBizApps Suite, so you need the Suite itself. There is no separate installation or login — enable the add-on and it appears alongside everything else you are already running, on the same data and the same permissions.
Yes. Add-ons can be switched on and off as your needs change, and your subscription adjusts to match what is currently enabled.
See Planning on your own data.
Book a walkthrough and we will show you this add-on in context, alongside the others your business would actually use.