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Training resources

We take pride in designing software products that are easy to use without training. The built-in instructions, examples, and sample plans in Business Plan Pro and Marketing Plan Pro provide guidance every step of the way. To accelerate the learning process or dig into more advanced features, we also offer these training resources.

Training videos

Get started and build your skills with Business Plan Pro with these tutorial videos and recorded webinars:

Self-paced tutorials

Are Webinars not your preference or you don't have time to view a complete session? View our library of self-paced tutorials for Business Plan Pro. These short videos cover everything from setting up a new plan, to customizing your currency setting, to finding the best sample plan that meets your needs.

See our tutorial videos

SBA webinar on business plans

Learn the secrets of creating a successful business plan from planning expert and Palo Alto Software president Tim Berry. This online seminar, sponsored by the Small Business Administration, will guide you through the process of creating a winning plan and give you tips and insights that will make the planning process faster and easier.

Watch Tim Berry's SBA webinar