Plans — Your Venture's Strategic Documents (Venture OS)

One page with a card for each plan: Idea Book, Go-to-Market Strategy, Go-to-Market Plan, Sales, Marketing, Business Plan, Investor Teaser and Fund Raising. See what's unlocked, how far each plan is, and what to finish next.

What it is

Plans is the home of your venture's written strategy. Each card is one document. The Idea Book is always open and comes first, because every other plan unlocks from it. The page shows how far each plan is and tells you exactly what is still missing on the locked ones.

Where to open it

In the sidebar, under PLAN & VALIDATE, click Plans. Open Plans

Before you start

  • Select a venture first. Without one, the page only shows No venture selected.
  • You don't need to sign in to see the cards. To open Idea Book sections you do.

The cards and what unlocks them

| Card | Unlocks when | |---|---| | Idea Book | Always open | | Business Plan | The key fields of 4 Idea Book sections are filled: Problem Discovery, Market Landscape, Value Proposition Canvas (Offer Title) and Business Model Canvas | | Fund Raising Plan | Same rule as Business Plan, or once any Fund Raising tab has saved content | | Go-to-Market Strategy | 10 Idea Book sections are fully complete, from Problem Discovery through Pricing Engine | | Sales Plan | Same rule as Go-to-Market Strategy | | Marketing Plan | Same rule as Go-to-Market Strategy | | Investor Teaser | The Go-to-Market Strategy rule, plus every field of Product Roadmap | | Go-to-Market Plan | Go-to-Market Strategy is 100% complete |

A typical order is: Idea Book → Business Plan and Fund Raising → Go-to-Market Strategy, Sales and Marketing → Investor Teaser → Go-to-Market Plan.

How to use it

  • Look at each card's badge: Complete, In Progress, or no badge if you haven't started.
  • On an open card, read the progress line (for example 12 of 23 steps completed) and the bar. Each dot is one section: green is done, coloured is partly done, grey is empty. Hover a dot to see that section's count.
  • On a locked card, read what's missing. It shows either x of y fields complete for the blocking Idea Book section, or Complete "[section]" in your Idea Book to unlock.
  • Click Complete Idea Book on a locked card. It takes you straight to the section that is holding it back.
  • Click Open (or the card) to work on an unlocked plan.
  • Click How it works on any card to read that plan's guide.
  • Click Push to Action to turn a plan into a task on your Actions board.

What the AI does

Nothing on this page. AI drafting happens inside each plan.

How it connects

  • The Idea Book decides almost every lock here. Building it in the AI Workspace and then in the Idea Book is what opens the other plans.
  • Plan progress also feeds your Roadmap Planning track and Venture Pulse.

Tips

  • "Steps" in the progress line are fields. A plan with 23 fields shows "x of 23".
  • The Business Plan and Fund Raising cards open long before the others. Use them early to put numbers on your idea.
  • Some locks need sections that are fully complete, not just started. If a card stays locked, open the section named on it and fill the remaining fields.

Getting started

Open the Idea Book card, then come back and check which card opens next.

Open Plans