Operations / On-Site Manager

If you can’t meet company demands – your job is in jeopardy.

You need to better manage change, attract and retain talent, optimize costs, and maximize results.

Your challenges include:

  • Your strategy needs to support corporate’s
  • You need to better communicate and track expectations at the operational / on-site level
  • Common business plan templates and software are too complex
  • Email in-baskets, Excel spreadsheets, electronic and paper notebooks aren’t cutting it

Plan Canvas for SMB

Both a subscription software and a consulting service, Plan Canvas for SMB helps you to better communicate (to corporate, front-line managers and employees), track goals, objectives and actions at the operations / on-site level, and manage client project/order portfolios.


Plan Canvas gives you a central, digital place to stay organized and focused while better communicating expectations of the front-line managers and employees, helping them hold themselves accountable, while giving you greater visibility into the operation as a whole.

But don’t take our word for it. Download a summary Plan Canvas Case Study or detailed White Paper and read these articles by trusted sources.


I wish I had this when I was in operations.

 Todd Brown, Senior Program Manager / Manufacturing Growth Specialist at FASTLANE MEP

Case Studies

Saving the Family Business

Within one month of implementing plans, White’s Chrysler met Chrysler Corp. targets for the first time in over a year.

How I Grew a Business 400% – Summary

Plan Canvas got its start with a process defined and implemented by founder, Jon Umstead, to grow a business to over $80 million in annual revenue. Here’s how.

Outside Resources


Gresham Harkless of CEO Chat interviews Plan Canvas founder Jon Umstead, addressing questions such as:

  • Are business plans dead?
  • Why is it important to develop strategies and plans?
  • What are some common pitfalls of entrepreneurs and business owners?
  • What is your biggest piece of advice for business owners or entrepreneurs?

Plan Canvas is a community and a powerful software for improving your odds of business success and personal fulfillment.

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