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TRAINING 
Training resources
We take pride in designing software products that are easy to use without training. The built-in instructions, examples, and sample plans in Business Plan Pro and Marketing Plan Pro provide guidance every step of the way. To accelerate the learning process or dig into more advanced features, we also offer these training resources.
Live online training for new users
Get started with your plan right away with a free live Web training session on Business Plan Pro or Marketing Plan Pro.
Basic training sessions cover your initial plan setup, built-in help and guidance, financial forecasting, formatting, and printing.
Advanced training sessions will help you plan more efficiently, forecast financial performance, compare planned to actual results, insert custom spreadsheets, edit the plan outline, and tailor your plan to your business.
Self-paced tutorials
Are Webinars not your preference or you don't have time to view a complete session? View our library of self-paced tutorials for Business Plan Pro. These short videos cover everything from setting up a new plan, to customizing your currency setting, to finding the best sample plan that meets your needs.
SBA webinar on business plans
Learn the secrets of creating a successful business plan from planning expert and Palo Alto Software president Tim Berry. This online seminar, sponsored by the Small Business Administration, will guide you through the process of creating a winning plan and give you tips and insights that will make the planning process faster and easier.
Recorded training webinars
If you missed any of our live webinars, don't worry. We maintain an archive of new user and advanced training sessions so that you can watch and learn at your leisure.
Business Plan Coaching
Looking for more detailed help and advice on your business plan? Our partners at the Professional Education Institute offer one-on-one coaching services for Business Plan Pro customers. Your planning coach can help you through the process of seeking funding for your business, improving your cash flow, or defining a strategy for growth.
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