Navigate the app

How to Navigate the Different Sections of a Business Plan

The “I Imagine” app features a business plan page where users can use any of the available templates on the website or create their own business plan from scratch. The feature is easy to use. Users can save their work and continue with it for later use. Users can edit their plans anytime.

What’s also great about the feature is that it enables users to view the different parts of the plan even when it’s not in editing mode. You simply use the navigation in the left side menu.

Here is a tutorial on how you can navigate a business plan through its navigation menu.

How to View a Business Plan Template

  1. Login to your “I Imagine” account. You will be brought to your “I Imagine” account home page.

  2. On your home page, go to Business Plans. You will be brought to the Business Plans page.

  3. On the Business Plans page, choose the template that you want to view. Click the View icon. The template will automatically direct you to its page.

  4. By default, the business name, owner’s name, and company logo will appear on the screen when you view a template. You will also see the different elements of a business plan.

  5. You can view each element by simply clicking their respective links. For example, to view the Executive Summary, click the arrow on the left side of Executive Summary. You will each part of the element. Click any of the elements you want to view.

  6. You can only view the business plan template. You will not be able to edit them unless you use the Edit link (for instructions on how to edit a template, please see the How to Edit a Template user instruction). To return to the business plan list, click the list icon.