The Helpful Academy - online school for Entrepreneurs

Want to SMASH your business goals this year?

Awesome, let’s get you a clear plan to make that happen!

By the end of this Masterclass, you’ll have a powerful 12-month Action Plan so that you know exactly WHAT to do WHEN to achieve your business goals.

RRP $197 NZD | $127 USD

Plan for success | The Helpful Academy

What you’ll get

Fillable Planning Templates

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A downloadable, fillable PDF Workbook

Plan Your System for Success Promo pic

Video lessons to help you create your plan

The BOSS Test screen-02

Bonus 90-day pocket-sized plan

Pocket Planner Mockup (2)

Watch the video content within 2 hours and plan your first 12 months within a day!

What you’ll learn

1. INTRO to Planning

1. INTRO to Planning

2: Plan your WHY

2: Plan your WHY



4. Plan your WHO

4. Plan your WHO

5. Plan your HOW

5. Plan your HOW

Module 1 (1)

1. INTRO to Planning

Download the 10-page, fillable PDF workbook


  • The common things that can go wrong with plans
  • The fundamentals of a great plan
  • Why there’s power in numbers
  • And we cover the digital vs paper debate {Spoiler alert – we advocate for a mixed approach}
Module (2)

2. Planning your WHY

All great plans need to start here. Because if you’re not clear on your WHY, it’ll be easy to give up when the s*** hits the fan. 


  • During this module, you’ll work out WHY you want to make this plan
  • Write a Purpose Statement to summarise your why in a nutshell
  • Visualise where you want to be in 12 months
  • Set your theme word(s) for the year
Module 3 (2)

3. Planning your WHAT & WHEN

In this section, we really get our plan on. 
I share my template with you and take you through planning your Big Picture Strategy for the year.

Get clear on:

  • WHAT you’ll be achieving over the next 12 months
  • and WHEN you’ll achieve it all by
Module 4

4. Planning your WHO

Whether you work solo, or you have an established team, planning who your support crew will be is vital to the success of your plan. But, because the needs are different for both, we have broken this Module down into two different sections – do either the Solopreneur lesson or the for established Teams lesson.

In this section, we help you plan:

  • Who your dream crew are
  • How often to review things with them
  • What to cover during your review meetings
Module 5 Plan Your System for Success | The Helpful Academy

5. Planning your HOW

This is the part where many plans fall short – they don’t work out the detail following on from the Big Picture Strategy Plan. Or, they don’t work out the details in a way that’s agile and easy to adapt as needs change.
During this module, I share my awesome 2 part template with you.


  • Break all the tasks down into quarters, months and sprints so you’re super clear in what needs doing to achieve your goals
  • Be clear in what action to take every week to achieve success in your year by default

Underlying it all, we’ll encourage you into a mindset where you don’t feel like having a plan feels like being suffocated by a pillow, that you’re confident you CAN do this, and that you know how to easily make changes when things need moving around a bit.

Praise for Kat and The Helpful Academy

Shannon Conaglen
Sarah from Kapiti Chocolate Factory
Helen Jackson
Tania Carr


Who’s it by?

Kat Bali 2

That’d be me; Hi, I’m Kat,

Founder of The Helpful Brand, The Helpful Academy and Creator of The BOSS Test. I get up every day to help entrepreneurs such as yourself, achieve your goals and extraordinary results in your businesses, by helping them implement sustainable Systems for Success.

I’ve worked with Entrepreneurs from all different kinds of industries and trained with some of the best Global Leaders of our time. This Masterclass is a collation of all of the best things I’ve learned over the years, from all my own learning and from my experience helping Entrepreneurs achieve their goals.

I can’t wait to help you with a Plan to achieve your goals too!

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