Exceed your business goals by
creating plans that drive more sales and profit

This course is about so much more than creating a ‘Business Plan’ – it’s your ‘Step-by-Step Plan for Success’.

If you’ve ever tried creating a business plan before, only to have it gather dust in your drawer never to be read again, you’re not alone. That’s what typically happens with a ‘traditional’ business plan.

This course is not that!

• It’s not a plan to take to the bank.
• It’s not a one-hit wonder.
• It’s not a pipe-dream.It’s a SYSTEM that you’ll follow daily, weekly and monthly
to ensure achieving your goals isn’t just doable – it’s inevitable!

Introducing 'Plan your System For Success'


• Plan your why, what and when
• Get clear on your who
• Plan out your how

And put it all together in a 90 day pocket plan and a 12 month goal-driven calendar.
That drives sales and increases profits.

What you'll get inside...

Kat Soper Head Trainer The Helpful Academy

Step by step video training

Presented by Head Instructor, Kat Soper. Kat will take you step-by-step through creating a 12-month plan. Most videos are immediate to action at only a few minutes long.

How to create a business plan workbook

Fillable planning templates

Use this to complete your plan within a few hours. Keep your plan with you at all times, so you can remain on track with our printable 90-day Pocket Planner.


Finish at your leisure and come back anytime to retake the health check and track your progress.

Meet your instructor - Kat Soper

Hi, I’m Kat

As a business strategist, I’m not interested in helping you just create a “pretty” business plan which will sit in your drawer collecting dust.

My priority is helping you create a fast, easy to action, and agile plan to help you focus and achieve success.

I can’t wait to help you create your plan!

Course Content

Here's what you'll learn...

Course Duration


Common Things That Go Wrong

Fundamentals of a Great System For Success (Plan)

Power in Numbers

Paper vs Digital

Exercise 1: Working out your WHY / Purpose

Exercise 2: Your Purpose Statement

Exercise 3: Your Future Vision

Exercise 4: Your Theme Word(s) for the Year

Intro to Your What/When and What You’ll Need

Introduction to the Plan Template

The Templates

Creating Your Big Picture Plan

Introduction to Who

For Solopreneurs

For Teams

Intro to How

Planning a Quarter at a Time

Choosing your Focus/Theme

Planning Your Tracking Method

Putting it all Together

Simplifying it down to a week-at-a-time view

Planning Your Reviews

Making Changes to Your System for Success

Two Bonus Templates For You

We're not about content consumption
we're about action

This course is designed to save you time, not add another thing to your already over-busy to-do list. By the time you've finished, have a clear, revenue-based plan for success!

No need to feel lost of overwhelmed anymore. Planning your system for success is only a few hours away...

Here's what you'll get:

  • Step-by-step Video Training
  • Workbook and Templates
  • Lifetime Access
YOUR investmenT:

$197 NZD

*including GST

money back
100% Satisfaction-Guarantee.

If you find this course doesn’t give you what you expected, email our team within 7 days of your purchase and we’ll give you a no-questions-asked refund.
But, we are so confident in this course, we reckon you’ll be thinking of a different R word …. Rrrrr-referral

student love

Join over 1,000 other small business owners who love The Helpful Academy courses…

Between 2015 and when these screen shots were taken in June 2023, we've only ever received 5 star reviews from our students and clients on both Facebook and Google. I don't think many businesses could boast achieving this after being in business for 8 years (and who knows how long it will last for now that I've drawn attention to it because = #InternetTrolls)


I hate following plans - will this work for me?

As a rebel personality type I so get it! In this course I teach you how move things around as needed so that you can keep things agile (and don't feel like you're being smothered by a pillow!)

How long does this course take?

This is a really quick to finish course. Knock off your plan within a few hours! The more clear you already are on your WHY, and what you want to achieve, the quicker you will complete it.

In saying that, it is likely to take a few months of real intention, for your planning and reviewing to become habit/part of your weekly routine.

Will I need anything else?

You will need paper, pens and we recommend post-it notes (but they aren’t compulsory).

We also recommend using Trello (or similar if you use something else). As part of the HOW section we will provide Trello templates. These can be easily replicated in your own system if you use another task management tool. Otherwise, we recommend signing up for a free Trello tool and using that.

What is your refund policy?

If you find this course doesn't give you what you expected, email us at hello@thehelpfulacademy.com within 7 days of your purchase and we'll give you a no-questions-asked refund.
But, we are so confident in this course, we reckon you'll be thinking of a different R word .... Rrrrr-referral ; )

Boost Your Skills. Join 500+ Students

Grow your business more effortlessly by making a plan for success.


I'm Kat

The Helpful Academy is the resource I WISHED I had back when I started my business!

I’ve been in your shoes, and know how overwhelming it can be to learn all the different facets to running a business (while still mostly working IN the business)

Now over a decade later, it’s a joy to share all the shortcuts and cheats that I’ve learned with you during my time in business.

What makes me happiest about our Academy, are the transformations that I get to see happen every day inside our online school from our students, because we help them save time and earn more money.

I look forward to getting to know you and your business, and helping you grow your dream too!

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