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Training
Don't panic! Palo Alto Software's planning tools are easy to use without training. In fact, Business Plan Pro and Marketing Plan Pro are the easiest and most effective tools for creating winning plans, and the built-in instructions, examples, and sample plans provide guidance every step of the way, right out of the box!
New Users
Get started with your plan right away. New user training covers your initial plan setup, built-in help and guidance, financial forecasting, formatting, and printing. Learn to get the most out of your software by attending this free, live training session.
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Advanced Users
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.
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Training Webinar Archives
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.
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Self-Paced Tutorials
Webinars not your preference or you don't have time to view a complete session? View our library of self-paced tutorials. 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. |
Online Seminar: How to Develop Your Business Plan
Learn the secrets of creating a succesful business plan from planning expert
Tim Berry. This online seminar 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. |
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