PARTIAL CLIENT LIST
• Oracle
• AOL
• Kaiser Permanente
• Morgan Stanley
• IKON Office Systems
• Phoenix Children's Hospital
• Alteer Corporation

• City of Oakland, CA
• No. Cascades Nat’l Bank

• American Medical Association
• Tom Peters Group
• McKesson
• Ford Motor Company
• Herman Miller
• The Ken Blanchard Companies
• San Antonio Community Hospital
• Stamford Health System
• Wisconsin Dairy Association
• Big Brothers-Big Sisters
• Head Start
• Drake Beam Morin, Inc.
• Tempe Unified School Dist.
• Endorex
• 4D Matrix
• Chela Financial
• Sanact, Inc. (Roto-Rooter)
• Alertness Solutions
• Technical Safety Services
• CAS Systems
• F.L. Crane
• Indyme Electronics
• Douglas Wilson Companies
• Cayenne Communications
• National Network
..of Estate Planning Attorneys

...And What They are Saying:

"Jim has created one of the most useful business tools of the last 20 years. I know that sounds amazing, but it's true. The One Page Business Plan is used by more companies that I run across than I can count. His One page Business Plan for Non-Profits is now the one that all of the Boards of Directors use. I use the One Page Business Plan for my company, Placemaking Group, and the non-profit that I chair."

Dennis Erokan
Placemaking Group
Oakland, CA



“The One Page Business Plan is an out and out winner. Period. It makes great sense to me as a so-called ‘business thinker’. But the acid test was applying it to a start-up I co-founded. We spent several days drafting our one pager — and have been editing it ever since. It is a powerful, living document, the very nature of which has led us to important new insights. One Page Business Plan = the proverbial better mousetrap!”

Tom Peters
Author, “Thriving on Chaos”
and Co-Author of “In Search of Excellence”


"In a few short hours I had a solid draft and was able to review it with my team. Then they wrote plans with Point, Click, Plan!. In a couple of days, the entire team had solid plans ready for review and alignment. This is the new way to plan! No wasted time! Time previous spent on planning is now being spent on execution. We have procedures in place to revisit the plans quarterly, and we look forward to putting together next years plan even quicker.
"

Craig Peddie
VP and General Manager
AOL


"We have found the web-based One Page Planning and Performance System valuable in managing our core business over the past two years. It provides a useful structure for our quarterly review meetings that helps us better focus on those things that make a real difference in our company!"

Tom McKee
CEO
The Ken Blanchard Companies


"One Page Business Planning has brought coordinated planning and organization to our diverse holdings of several different companies; it has given us a common language and culture."

Bob Esperti
CEO, QA3
National Financial Services Corporation



"This is the ultimate management tool for a multi-branch, multi-division company! Our team is fully aligned and focused on what counts because of the One Page Planning and Performance System!"

Rodney Wray
CEO and President, SanAct Inc., (California, Nevada
and Hawaii Roto-Rooter Franchisee)



"In my first meeting with investment bankers, I was armed with a wonderfully intricate business plan. Before I even got to show them the second page, they ask me to get to the point. I now know firsthand that the One Page Business Plan is simply a "must have" for a corporate deal".

Jeremiah Archambault
Vice-President
Rhone Alternative Investment Products
Vancouver, BC, Canada

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