How to copy business plan?

The ability to copy a business plan is a strategic advantage, enabling you to reuse and adapt the successful framework of your existing plans. This approach not only saves time but also ensures consistency across your business planning efforts.

Moreover, the concept of a “template” workspace acts as a master copy for all future ventures, simplifying the initial setup for new companies.

This guide will walk you through the steps necessary to copy a business plan effectively.

Steps to Copy a Business Plan:

1

Begin the process by setting up a new workspace. Complete all necessary setup steps to prepare for the plan copying process. Once done, navigate to the Business Plan section to proceed.

2

By selecting the Business Plan builder, you will be taken to the template section, where you will find various options.  

Here, you can select Copy from an Existing Workspace to copy a business plan template.

TIP: If you need to create a business plan version, click here for a step-by-step guide.

3

After selecting this option, select the specific workspace from which you want to copy data.

A pop-up will ask for confirmation. Click on Yes, Copy to proceed, and the system will execute the copy of your business plan details.

With these simple steps, you can copy a business plan strategically, save time, and uphold your strategic coherence.