The management planning day
Turn goals, projects and recurring commitments into items with owners and dates as soon as they are decided.
Business plan
A business plan that lives all year
A business plan is three things: the goals you will reach, the projects that will get you there and the routines that must hold meanwhile. In Kalends all three live in one structure, with owners, dates and follow-up, so the plan is followed up rather than filed after the management meeting.
Finance
Area owner · Maria L
Keeps it running
Maintain adequate liquidity
Approve the cash forecastAnna S · MonthlyDone
Review access rightsErik N · QuarterlyTo do
Changes it
Goal53 %A faster month-end closeMaria L · Q1 FY 2026/27
Project45 %Replace the ERP systemErik N · Phase 2 of 4
One ownerOne timelineOne year wheel
The plan is written once and never read again
The business plan becomes a document. Goals are followed up in a spreadsheet, projects in another tool and routines in somebody's calendar. Nobody sees whether the plan holds until the year is over.
Follow-up during the year
See goal fulfilment, project phases and the outcome of routines on the same timeline and year wheel.
The year review
Close the goals with an assessment and take the outcome into next year's plan.
What you gain
The plan, the work and the follow-up in one place
Every part of the plan has an owner and a place in the organisation.
1
Goals with measurable results
This year's goals with deliverables, conditions and metrics, followed by quarter on your financial year.
2
Projects that contribute
The projects that will reach the goals, with phases, a timeline and the link to the goals' results.
3
Routines that hold
The recurring commitments the business rests on, with sign-off and history.
How to get started
Building the plan
Start with what management has already decided and build area by area.
- 1
Add this year's goals
Give each goal an owner, a period and results.
- 2
Connect the projects
Create the projects that will reach the goals and link them to the results.
- 3
Secure the day-to-day
Add the recurring commitments that must hold while the change is under way.
Common questions about the business plan in Kalends
Can the whole management team follow the plan?
Yes. Watch-only members are free and see what a member sees, so the board and management can follow the plan at no cost.
Can we present the plan?
Yes. The year wheel has a presentation mode, and the goals' year review prints on its own.
Does everything need to be in place from the start?
No. Begin with the goals and the most important projects and let the rest grow.
Make this year's plan something you can follow up
Try Kalends for 30 days with your business plan and see goals, projects and routines on the same map.