Show the time
your work saves.
For teams that need to show the time their work saves, not just report it.
Executive export
Share a link
Start from an AI draft
Your improvements are invisible.
You fix workflows every week. You save your team hours. But when leadership asks what your team delivered this quarter, the evidence lives in scattered places nobody checks.
Posted 47 days ago · 3 reactions · no thread
Three steps to a share-ready improvement summary.
You describe what changed. Plano does the maths and produces the output.
Map the workflow
Describe what changed, step by step, before and after. Add a time estimate per step in minutes. Use the AI draft assistant if you want a structured starting point.
Set frequency and scope
Enter how often the process runs each week and how many people it affects. Plano applies your organisation's working year assumptions automatically.
Share or export
Plano produces outputs ready to send. A ShareView link anyone can open. A detailed PDF with full workflow comparison. Pro adds executive exports and 4K slide images.
Summaries built to stand alone.
Every improvement produces outputs designed to travel. To stakeholders, into slides, or into stakeholder packs. No presenter or spreadsheet attached.
ShareView link
Anyone with the link can view the full improvement summary. No account required. Clean, read-only format with all metrics and assumptions visible.
Detailed case PDF
Full workflow comparison, all metrics, and stated assumptions in a single document. Print or attach to any report.
Executive case PDF
Board-ready one-pager. Structured for slides and stakeholder packs. Drop it into a deck without editing.
Pro4K PNG for slides
Full-resolution image of your improvement summary. Drag directly into PowerPoint, Keynote, or Google Slides.
ProImpact Summary PDF + CSV
One-page portfolio view across all your improvements, plus raw data export for further analysis.
ProBuilt for teams that report upward.
If you improve processes and need structured evidence of what that delivered, Plano is for you.
Operations & process improvement
You redesign workflows regularly. You need a consistent format that documents what changed and how much time it freed, without building a custom spreadsheet every time.
RevOps & sales operations
You streamline sales processes, automate handoffs, and reduce manual data entry. Plano gives you evidence your CRO can forward to the board.
AI & automation teams
You build automations, implement AI tools, and remove manual steps. Plano shows exactly how much capacity each project freed, in a format that justifies the next one.
Enablement & learning ops
You create self-service resources and training that reduce support volume. Plano captures the before and after so the impact doesn't stay anecdotal.
Transformation & PMO
You run improvement programs across multiple teams. Plano gives each initiative a structured record with consistent metrics, ready for a portfolio view.
Chiefs of Staff & ops partners
You sit between leadership and execution. Plano produces structured, assumption-transparent summaries that build trust with senior stakeholders.
Start free. Upgrade when you need Pro outputs.
Five improvements on Free. Enough to test the format with your team and stakeholders.
- Up to 5 improvements
- 3 AI draft builds per month
- ShareView link controls (Plano-branded, regenerate, disable)
- Detailed improvement PDF (Plano-branded)
- Executive export — 2 included
- 4K slide image, Impact summary (PDF + CSV)
- Unlimited improvements
- 150 AI draft builds per month
- Detailed improvement PDF (no branding)
- Executive export (PDF)
- 4K slide image (PNG)
- Impact summary pack (PDF + CSV)
- ShareView link controls (no Plano branding, regenerate, disable)
- ShareView passcode protection
- Custom FTE hours and working year
A few things people ask first.
Is Plano calculating financial savings?
No. Plano calculates hands-on time freed by a process improvement: time saved per run (est.), annual hours saved (est.), and FTE equivalent (est.). Any optional capacity value is labelled informational and non-cash. It does not imply budget reduction or realised cost savings.
What does "time saved per run" include?
Active, hands-on effort only, step by step. It excludes wait time, system processing, and elapsed calendar time. This conservative basis is applied throughout every improvement and is visible in every output.
How is FTE equivalent (est.) calculated?
Annual hours saved (est.) divided by the productive hours assigned to one full-time role. The benchmark values are shown in Settings. On Pro, both values are adjustable in org settings.
Who can see a shared improvement summary?
Anyone with the link. No account required. The shared view shows the full improvement: metrics, workflow comparison, and stated assumptions in a clean, read-only format.
How does the AI draft assistant work?
Describe the improvement in plain English and the assistant produces a structured draft of the before and after workflow, including estimated step times. You review, edit, and confirm. Nothing is locked in automatically. Free includes 3 builds per month. Pro includes 150.
What can I export on Free vs Pro?
Free includes a ShareView link and a Detailed case PDF, both Plano-branded. Pro adds Executive export (PDF), a 4K slide image (PNG), and Impact summary (PDF + CSV), and removes Plano branding from every output.
Your improvements deserve a proper record.
Document your first improvement in minutes. Share a summary your stakeholders can read in thirty seconds.