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Roadmaps help you get to your destination with limited distraction.
Knowing when you need resources helps with budget and team planning.
Capital campaigns require original content for marketing with a team-wide funnel management approach.
A crowdfunding campaign roadmap begins fan building months before its launch.
Build like-minded cohorts and teams, with small-dollar investment goals.

About Action Plans

An action plan is a business process workflow that leads to a defined outcome. They are road maps used to define the critical tasks and processes necessary to achieve the end goal. They have a beginning and an end with accountability metrics along the way.

An action plan can be one of the most effective ways for business leaders to organize their efforts. The success of your organization depends on your ability to execute your strategies.

iBOSS Action Plans - Beyond Instruction!


Action & Service Plans for all Budgets

Action Plans are serviced through self-paced or coach-driven Service Plans. A Capital Navigator Membership is required to access these Programs. 


Membership Includes:

  • Free Coaching Account
  • Free Access to All Worksheets
  • Free Access to Member Programs
  • Serve & be Served by Member-led Focus Groups
  • Participate in Mastermind Groups & Weekly Calls

Service Plans Include:

  • Self-Paced w/ Automated Coaching (All)
  • Coach-On-Demand (As Needed)
  • Live Coach (Weekly Sessions)
  • Project Management (Advisory & Back Office)


Action Plan Use Cases

Business Planning

Company A created a service that has achieved its monthly KPI metrics for two consecutive quarters. They now have traction to tell a story they think can attract capital. 

As they float the idea, anyone open to further discussion request their business plan, whether investor, lender, advisor or early team member. Progress is stymied because:

  • You just don't have the bandwidth to produce a full business plan. 
  • You don't have the expertise to direct  staff on how to construct a plan.
  • The cost of a quality plan a prohibitive considering your current expenses.

These are cases that Action Plans are built for!

Company A created a service that has achieved its monthly KPI metrics for two consecutive quarters. They now have traction to tell a story they think can attract capital. 

As they float the idea, anyone open to further discussion request their business plan, whether investor, lender, advisor or early team member. Progress is stymied because:

  • You just don't have the bandwidth to produce a full business plan. 
  • You don't have the expertise to direct  staff on how to construct a plan.
  • The cost of a quality plan a prohibitive considering your current expenses.

These are cases that Action Plans are built for!

Capital Campaigns

Company A created a service that has achieved its monthly KPI metrics for two consecutive quarters. They now have traction to tell a story they think can attract capital. 

As they float the idea, anyone open to further discussion request their business plan, whether investor, lender, advisor or early team member. Progress is stymied because:

  • You just don't have the bandwidth to produce a full business plan. 
  • You don't have the expertise to direct  staff on how to construct a plan.
  • The cost of a quality plan a prohibitive considering your current expenses.

These are cases that Action Plans are built for!

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