PLANNING EXPERT BRIAN GARDINER DEVELOPED THE PLAN GENIE BUSINESS TRAINER TO EMPOWER BUSINESS LEADERS WITH CONTINUOUS GROWTH AND A BALANCED LIFESTYLE.

With insights gained through years of coaching CEOs, Brian recognized the
power of a simple workbook format to clarify business challenges.

Joined by partner Natrisha Sagris, they created the Plan Genie Business Trainer and Life Plan tools, now accessible worldwide. This comprehensive platform helps business leaders address challenges, pursue opportunities, and prioritize personal well-being.

The educational books offer practical tools and a unique approach where answers to thought-provoking questions form the content of the plan.

Available in eBook, paper, and web versions.

Seeking global partnerships for distributing our workbooks, we are committed to transforming the way business planning is approached.

Let’s connect and make a difference together.

Get Business Educated. It all starts with PLANNING

PLAN GENIE is the business mentor you never knew you needed

We’ve been helping individuals take control of their business and personal lives for decades. We’ve packaged “business education through the act of planning” into a bottle, so to speak, and released Plan Genie products to EMPOWER YOU in business.

All that we do and teach is based around the belief that all businesses can be better through the act of documented planning. Yes, financials and forecasts are important, but what about the body of your business? Are you feeding it properly? Is it strong? Most business issues are universal, there’s a cause and a remedy. Plan Genie helps you “open the hood” of your business, see what the current situation is, and offers practical, hands-on education and tools to make changes for your own happiness and business health.

We teach, we simplify: it’s MAGICAL !

Answer the thought provoking questions in the Plan Genie workbook, then press “Print”…. PRESTO! You have a complete documented plan, ready for execution, revision, and sharing.

Plan Genie LITE

Your First Step towards Powerful Planning!

Are you a business leader seeking to elevate your planning game?  Plan Genie Lite, our  starter package designed to kickstart your journey towards better planning and business success.

With Plan Genie Lite, you’ll gain access to the foundational knowledge and tools you need to revolutionize your approach to planning. Dive into the first four captivating chapters of the Plan Genie Business Trainer workbook, meticulously crafted to cover the essential fundamentals of planning. Say goodbye to vague strategies and hello to a structured roadmap for your business’s triumph!

Plan Genie PRIME

Elevate Your Planning to Extraordinary Heights!

Are you ready to unleash the full potential of your business planning? Step into the spotlight with Plan Genie Prime, the ultimate solution designed for business leaders like you who are ready to soar to new heights.

Say goodbye to average planning and hello to greatness with the powerful 3rd Edition of the Plan Genie Business Trainer. This comprehensive guide takes you on an exhilarating journey, empowering you to roll out a complete and masterful plan for your business. From envisioning your strategic objectives to mapping out actionable steps, this invaluable resource ensures nothing is left to chance.

Plan Genie SMART

Unleash the Power of Online Planning Excellence!

Are you ready for a planning experience that combines innovation, convenience, and seamless collaboration? Look no further than Plan Genie Smart, the cutting-edge solution designed to revolutionize your planning process.

With Plan Genie Smart, you’ll receive the same detailed instructions and comprehensive features as Plan Genie Prime, but with the added convenience of an online platform. Say goodbye to manual updates and hello to real-time revisions and improvements! Our intuitive online interface empowers you to continuously refine and enhance your company plans with ease and efficiency.

Is your team making beautiful music together or do they sound like a junior high school band at rehearsal?

Plan Genie Life

Unleash the Power of Personal Planning for a Fulfilling Life!

Life is about more than just business. If documented planning can significantly improve your odds of business success, imagine the transformative impact planning can have on your overall life experiences.

Embrace the extraordinary possibilities with Life Plan Genie, your key to unlocking a fulfilling and purposeful life.

With Life Plan Genie, we bring the power of planning to every facet of your existence. Utilize the Plan Genie Life Workbook, meticulously crafted in a similar format to our renowned business workbook, to set future goals and aspirations across all dimensions of your life.

Who is PlanGenie for?

Coaches, Leaders, Trainers Educators, Lenders, Students, and anyone interested in business planning.

Business Leaders & Entrepreneurs

Our suite of products is meticulously designed to serve as your trusted partner in charting a course toward sustainable growth, operational efficiency, and strategic brilliance.

Aspiring Business Leaders & Working Professionals

Elevate your career: welcome to Plan Genie, your gateway to unlocking unparalleled success in the business world. Our mission is to seamlessly blend practical planning tools with invaluable education, providing you with the knowledge and skills needed to excel in today’s dynamic business landscape.

Business Coaches

The Plan Genie planning tools are strategically crafted to elevate the effectiveness of business coaches in their client engagements. Recognizing that business leaders often achieve superior results when guided by a seasoned business coach, our tools provide a seamless framework for comprehensive planning.

Business Educators & Trainers

At Plan Genie, we recognize the invaluable role that business training and education organizations play in shaping the future of businesses and leaders. Our mission is to seamlessly blend practical planning tools with insightful education to equip your students with the knowledge and skills needed to excel in the ever-evolving business landscape.

Business Lenders

Welcome to a new era of business lending where success isn’t just about financial transactions—it’s about driving growth, ensuring prosperity, and nurturing thriving businesses. As a lending organization catering to the dynamic landscape of small businesses, you understand that your clients’ success is intertwined with the strength of their strategies and planning.

When you work from a documented plan, you get better results

Planning and goal setting are activities we do naturally in all aspects of our lives. And when we document our plans, we experience remarkable improvement in results.

A simple example is making a grocery list before you set off to the supermarket. When you work from a list, your probability of success goes up – less time wandering the aisles, buy only what you need, don’t forget something so you don’t have to make a return trip.

The same is true in business. When you work from a documented plan, you get better results. However, running a business is significantly more complicated than a weekly trip to the grocer. Plan Genie takes the complication out of this work and makes it easy for any business leader to develop an initial working plan for the business and revise your plan quickly and efficiently whenever needed.

Companies that DOCUMENT a clear picture of the future state of their business increase their odds of success by 30-50%.

Listen to what these business owners have to say about learning how to plan with Plan Genie

The Plan Genie Academy – your resource for further learning

You will find quality articles, video instruction on all things planning. These resources are organized under 5 main headings:
  • 1 Plan Summary
  • 2 Values
  • 3 Where You Are Now (What you sell, Who you sell to, Your Partners/Alliances, Competitors)
  • 4 Departmental Action Plans
  • 5 Your Teams (Organization Charts)

We are a growing community of passionate people dedicated to sharing our knowledge and experience on how effective planning leads to business and personal success. Please contact us if you are interested in contributing to Plan Genie Academy.

We are a growing community of passionate people dedicated to sharing our knowledge and experience on how effective planning leads to business and personal success.

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Navigating Success: The Power of Structure and Process in Business Planning

In the dynamic landscape of business, having a robust plan is akin to having a GPS for your company's journey. Yet, the effectiveness of this guiding beacon is contingent on two critical elements: a solid structure and a consistent process. The…
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Unleashing Growth: The Power of a Structured, High Level Operating Plan

Investing in a documented, well-structured plan for your business isn’t just a choice, it's a strategic move. It's more than a roadmap; it's a catalyst for success. Surprisingly, fewer than 20% of small to medium-sized business leaders…
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Lessons from the Sky: What Geese Flying in Formation Teach Us About Business Planning and Alignment

Discover the Secrets to Maximizing Efficiency and Success for Small to Medium-Sized Businesses Introduction: In the intricate tapestry of nature, the flight of geese offers a remarkable lesson in teamwork, strategy, and efficiency. For…
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Teams That Plan Together, Stay Together: The Secret to Employee Retention

How Collaborative Planning Fosters a Stronger Workforce and Reduces Turnover In the fast-paced world of business, employee retention is a key metric of success. Retaining talented individuals not only saves resources but also contributes…

What is your Unique Business Proposition?

What makes your company remarkable? What makes your business unique? How do you differentiate your company from others in your market? What is your secret sauce? These are simple questions. Can you offer a simple answer that resonates with your…

Let’s Get Clear About Purpose

Why does your company exist? (from your customer’s perspective) We are seeing a lot of attention being paid in recent years to this idea of knowing your “Why” or the Purpose of your business, for good reason. Discovering the…
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A Love Story

I love my business plan. And it loves me back. I have a written plan for my business. It is organized, relatively short, succinct, coherent, complete. I take good care of it. I keep it current, change it frequently, and take it with me wherever…
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The Importance of Structure in Business Planning

If you’re ready to take your business plan to the next level, you’ll want to keep reading. The first step for writing a planning document for your business is designing the structure for your plan. With a clear and coherent structure, the…
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Together, We Can Make a Difference

In an article published by The Globe and Mail, author Jon Umstead proposes that running your business from a documented plan will increase your odds of success by 30-50%. He further states that business leaders who learn how to be better planners…