Meet Plan-It Documents: Not Your Average Business Consultant
We love coffee chats, belly laughs, and building work families. We love nurturing organizations to be the best versions of themselves.
Think of us as your friendly sidekick in taking the stress out of project planning, process improvements, and keeping things running smoothly.
We’re not about complicated jargon or endless paperwork; we’re about real solutions that work for your business, whether the project is driving a new software implementation, creating role clarity among your team or creating sustainable processes to set your business up for growth.
We’re here to save your day (and your business!)
Our Philosophy
We believe team members are the heart of any organization. We believe success requires everyone working together.
We know for sure that policies are not punitive but create a framework for collaboration that propels the organization toward success. Solid processes and policies give space for everyone to do what they do best.
About Heather
Heather Chapman has worked in various industries, such as finance, banking, and insurance. Within those industries, she noticed that while heavily regulated, there was very little actual communication with the team about how and why to align with said regulations.
Having worked in heavily regulated industries, Heather discovered a unique knack for cutting through 'corporate-ese' to create straightforward expectations that were easily translatable regardless of language or experience.
In 2020, Heather decided to follow her passion and start her business, supporting small businesses in creating a sound framework to achieve operational greatness. Small businesses can expect to achieve operational greatness through the development of consistent processes and standardized communication.
Known for her sense of humor and her laid-back personality, Heather works with both non-profit and for-profit organizations to help them create harmony and clarity and relieve friction within their organizations.