Make your Excel data briefing-ready — live, visual, and always up to date inside VisPlan

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There’s a better way.

Now, you can connect Excel workbook tables directly to Objectives and KPIs in Visplan — and instantly make your result data visual, structured, and briefing-ready inside Microsoft Teams.
Whether you’re tracking sales performance, operational KPIs, or financial targets, your data stays live, accurate, and aligned — no formatting required.

Watch how to connect Excel to VisPlan and bring real-time business data into your business plans.
See how it works — and upgrade your next KPI briefing.

In this comprehensive tutorial, dive into the world of VisPlan and learn how to optimize your OKR (Objectives and Key Results) management using the Excel Connector feature. Whether you’re a project manager, team leader, or data analyst, mastering the VisPlan Excel OKR Connector can revolutionize the way you track, analyze, and visualize your goals and performance metrics.

If you have any questions or need assistance getting started, feel free to reach out to us directly. 
Looking forward to seeing the amazing plans you’ll create with VisPlan!

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Move Beyond Word Docs & Slide Decks — Plan Smarter with VisPlan in Teams

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Why VisPlan?

🔹 Replace fragmented documents with one unified, strategic plan—structured by the proven VisPlan method.
🔹 Ensure alignment with a consistent weekly format that keeps both leadership and teams on the same page.
🔹 Minimize repeat explanations—your plan becomes self-explanatory, transparent, and actionable for all stakeholders.

Get More from Your Trial
Step-by-step VisPlan Advisories.
Create a quality business plan with guiding principles and short instructional videos—each under 4 minutes.

VisPlan Copilot Assistant
Paste in your existing documentation or notes, and the AI assistant will help you structure your plan based on VisPlan principles—automatically.

VisPlan is designed to streamline planning, speed up decision-making, and ensure execution stays on track—all within the Microsoft Teams environment you’re already using.

If you have any questions or need assistance getting started, feel free to reach out to us directly. 
Looking forward to seeing the amazing plans you’ll create with VisPlan!

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Mastering the Art of Managing Hundreds of Actions in Your Business Plan

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Start the planning process by dividing the business plan into stages with appropriate names such as Sprints, Quarters, Months, or stages in a Development Process

  • All business plans have a timeline. Assign start and end dates for each defined stage to cover the total length of the business plan
  • Now, define all your actions and assign each one to its appropriate stage. The actions will then automatically receive the stage’s start and end dates

1. By following this procedure, all your actions will be neatly sorted and prioritized with automatic date assignments, saving you a significant amount of time. With filter viewing options, you can visually see where all the assigned actions reside.

2. E-Bike development plan divided into its critical operational stages:

  • Each stage holds the number of its prioritized Actions.
  • In management briefings, you can examine and evaluate past and upcoming stages along with their assigned actions
  • All actions are grouped into Ambitions (boxes), displayed on one visual page, neatly assigned and filtered for each stage view.

To see VisPlan in action, watch our detailed E-Bike video. It’s a great way to get familiar with the features and capabilities.

If you have any questions or need assistance getting started, feel free to reach out to us directly. 

Looking forward to seeing the amazing plans you’ll create with VisPlan!

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Laptop with VisPlan

On-the-Spot plan performance with one click in VisPlan

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Show me the complete quick plan overview to start with, including the overall plan performance, as shown in the VisPlan sidebar

  • Give me the distribution and source for the data
  • What is the total aggregation of: in progress, not started, completed and other miscellaneous plan dimensions

1. Having the plan and all critical dashboard data readily available on the same page makes management briefings smoother from the start:

2. The VisPlan Dashboard is right at your fingertips, always updated with the latest data:

  • With the management level information in place, you get a balanced view of the situation
  • You will see if we are on track with the overall plan completion of actions and tasks in the Plan context
  • Reprioritize and assign resources to complete late Actions and Tasks; Plan-Do-Act in the plan!

If you have any questions or need assistance getting started, feel free to reach out to us directly. 

Looking forward to seeing the amazing plans you’ll create with VisPlan!

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Leverage Modern Workplace with VisPlan for Teams​

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All participants must be “logged in“ into the Teams meeting, you cannot just “sit in” in the meeting​ 

  • All participants with profile pictures are nicely listed at the top with dedicated color markings, ready to interact​ with In-meeting experience
  • All participants are digitally interactive in the meeting using the same workspace plan

1. This transforms the digital meeting into a future-ready platform where communication is visual and interactive:

2. Modern Workplace is a transformative approach that streamlines workplace tasks through VisPlan’s online collaboration:

  • Leverage scalability to implement effective and efficient methods for verifying and securing communications
  • Establish a shared vision and a common Workspace
  • Quick turn-around from discussion to action in the plan; Plan-Do-Act in the plan – No more Power-Points!

To see VisPlan in action, watch our detailed E-Bike video. It’s a great way to get familiar with the features and capabilities.

If you have any questions or need assistance getting started, feel free to reach out to us directly. 

Looking forward to seeing the amazing plans you’ll create with VisPlan!

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Boost Your Productivity: Sync VisPlan with Planner, Project, and DevOps!

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Full visual overview – enabling you to grasp the entire plan​

  • Organized task and item lists – all tasks and items aligned with the plan​
  • Effortless management for large projects – handle hundreds of actions and tasks with ease.​
  • Effortless navigation – intuitive, map-like interface​

1. VisPlan synchronized with Microsoft Planner will manage your tasks, to-do lists:

VisPlan sidebar showing planner progress with checklist

2. Azure DevOps, an end-to-end software development platform integrated with VisPlan, provides a comprehensive view of the development process and progress, all easily readable on a single page: 

  • All prioritized items presented in an easy-to-read list​
  • Progress status highlighted​
  • All items at your fingertips within your business operational plan​
VisPlan sidebar showing DevOps item status

3. All popular Microsoft tools are readily accessible within the VisPlan UI.

The immediate productivity enhancements, such as:

  • Lead time reduction​
  • Minimal or no scope creep
  • Focus on prioritized actions only​:
    Tasks and items are neatly formatted within your operational plan
VisPlan menu-Microsoft planner, Microsoft DevOps, Microsoft Project connections

To see VisPlan in action, watch our detailed E-Bike video. It’s a great way to get familiar with the features and capabilities.

If you have any questions or need assistance getting started, feel free to reach out to us directly. 

Looking forward to seeing the amazing plans you’ll create with VisPlan!

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Will AI change your business planning process?

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Let’s look at how Copilot can assist you in an active working VisPlan plan:

Set up relevant actions quicker with Copilot

For example; Ask Copilot to help you with regularly occurring marketing actions that are both frequent and generalizable. 

1. Select your Ambition

In the plan, select the desired Ambition for marketing campaigns. With assistance from VisPlan Copilot, start asking Copilot for relevant actions:

Selected ambitions

2. Ask Copilot to construct common campaign actions

Copilot prompt

By typing the following into the assistant:
“Develop campaign actions to communicate the E-Bike unique features and functions for the social media market“, the assistant will give you four (4) new proposed Actions to Apply or Reject to the plan.

3. Your actions are created

Apply actions

Copilot assists you to develop Actions for the Operational Plan – Ready to execute!

The immediate savings are applied to;

  • Lead time
  • ROI in this particular case
  • Basic actions and tasks nicely formatted into your Winning Aspiration Plan.

To see VisPlan in action, watch our detailed E-Bike video. It’s a great way to get familiar with the features and capabilities.

If you have any questions or need assistance getting started, feel free to reach out to us directly. 

Looking forward to seeing the amazing plans you’ll create with VisPlan!

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Planning with Digital Speed: 3 Steps for a Winning Aspiration Plan

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1. Begin with the plan purpose – Position – always!

Focus and position

A clear and concise Position Statement sets the foundation for your entire plan. It ensures everyone involved understands the core purpose and direction. This statement should be easy to remember and recite, written in active present tense, and free from quantifiable or qualitative measures. 

2. Identify the critical Capabilities or Functions

Capabilities and functions

Focus your efforts on what truly matters. By pinpointing these key areas, you can allocate resources effectively and ensure that your plan addresses the most critical aspects of your strategy. For example, in our E-Bike plan, we focus on five key lines of operations.

3. Execute by Sprints or Focuses

Dividing your plan into manageable business Focuses or Sprints helps in organizing and prioritizing actions over specific time periods such as months or quarters. Each focus acts as a time divider, associating actions with a defined date period. By using the focus filter, you can visually highlight where actions are placed for different focuses. 

To see VisPlan in action, watch our detailed E-Bike video. It’s a great way to get familiar with the features and capabilities.

If you have any questions or need assistance getting started, feel free to reach out to me directly. 

Looking forward to seeing the amazing plans you’ll create with VisPlan!

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Microsoft Copilot Logo

How to create a visual business plan in 20 seconds

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VisPlan Create plan with Copilot step 1

1. Open VisPlan Copilot 

Start the Plan Configuration Wizard and choose “Create new VisPlan”, click next, and then select “VisPlan Copilot”.

VisPlan Create plan with Copilot step 2

2. Describe your plan

Enter your prompt, preferably with VisPlan guiding principles: defining what you expect as “Capabilities”, “Ambitions” and “Position”.

VisPlan Create plan with Copilot step 3

3. Complete the wizard

Press Configure, and your plan will be made.

The first version of your plan is made within 20 seconds!

VisPlan Create plan with Copilot result

This is the prompt we used in this example, feel free to tweak and use it in your own project:

Create a strategy plan with three Capabilities named "Scope 1 - direct emissions", "Scope 2 - Energy needed for our operations" and "Scope 3 - All products in use". For each Capability line identify My Business specific Ambitions and descriptions. Also define the Position Statement accordingly to My Business objectives.

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VisPlan Alignment Loop

The VisPlan Alignment Loop

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Information and people need to align. Many organizations still rely on creating snapshot analyses and discrete PowerPoint presentations for meetings each time. This results in wasted time in monthly or quarterly preparations and a lack of alignment in between.

What is needed is continuous alignment between information and people throughout:

1. Formulate Strategy
2. Align and Implement
3. Execute, Adapt, and Iterate

VisPlan is designed to be your common information model and visual representation throughout these three stages, keeping everyone aligned on an ongoing basis without dependence on document production, resulting in more efficient meetings.

1. Formulate Strategy

Create a Winning Strategy with VisPlan – Discover Your Desired Position and Goals

In the competitive business landscape, a winning strategy is essential for achieving success. VisPlan helps you identify and visualize the critical capabilities that need to be developed through a set of focuses in order for you to reach your desired position and objectives.

Create a VisPlan by adding objects to the diagram
Define a Position and Objectives to accomplish
1. Formulate Strategy
2. Align & Implement

2. Align and Implement

To achieve your business goals, you need to align and implement a governance model, priorities, programs, and plans. With VisPlan, you’ll have access to a powerful and user-friendly interface that enables you to connect your OKRs with your resourced capabilities.

Our platform is designed to streamline your workflow, making it easy to stay on track and communicate everything with a common language and information model.

Create Key Results for each Objective
Validate your plan’s Ambitions and Actions impact on the Objectives

3. Execute, Adapt and Iterate

Review, measure, and discover insights from OKRs.

At VisPlan, we understand the importance of being agile in today’s rapidly changing business landscape.

That’s why our platform enables you to execute, adapt, and iterate your plan as needed to ensure you stay ahead of the curve.

VisPlan helps everyone to be focused and aligned on “Where to go” and “How are we doing?”

Don’t let your competition get ahead – Try VisPlan today and start creating a winning strategy!

Execute the plan and track the Progress of Actions and KPIs.
Analyze how the result of the Key Results vs. the targets
Analyze how the KPI performs against the Key Result
Gantt view shows the Actions' progress and placement in time
3.Execute, Adapt and Iterate
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