Choosing the right plan type

What each built-in document is for, and who reads it.

  • Business plan — the full case for the venture. Read by lenders, investors and boards.
  • Lean one-pager — the whole model on a single page. Read by co-founders and early advisers.
  • Pitch narrative — the story and the ask. Read by investors in a room.
  • Feasibility study — can this work, honestly. Read by you, before you commit money.
  • Operational plan — how the work actually runs, week to week.
  • Marketing plan — who you're reaching, with what, at what cost.
  • Financial plan — projections, assumptions, sensitivities.
  • Contingency plan — what breaks and what you do about it.
  • Growth plan — the next stage, sequenced.
  • Share prospectus / offer document — the terms and risks of an offer to investors.
  • Real estate development plan — the site, approvals, programme, development appraisal, funding, sensitivities and exit case for a property project.
  • Party plan — the occasion, guests, venue, run of show, music, food and drink, suppliers and a costed budget.
  • Event plan — programme, audience, promotion and tickets, crew, safety and permits, with a budget set against income.
  • Wedding plan — ceremony and reception, vendors and deposits, the order of the day, paperwork and the full budget.
  • Funeral plan — arrangements, order of service, notifications and paperwork, and a plain itemised cost sheet.

The four occasion plans ask about the organiser and the day rather than a business. Any occasion works — a naming ceremony, a reunion, a fundraiser, a retirement party — pick the closest type and name the occasion in your own words.

If your document isn't in that list, it isn't a limitation. Choose 'Something else', describe what you need, and the engine designs a six-to-twelve section outline for it, then writes and critiques it like any built-in type.