• Pitch your business idea

Create a business plan

create a business plan template free

You've been dreaming of starting your own business. You've started with some concrete steps, and you're ready to put your proposal together. But how do you start, and how do you know when you have the right information?

How to get it done

Create a business plan with templates in Word:

Your browser does not support video. Install Microsoft Silverlight, Adobe Flash Player, or Internet Explorer 9.

Start with a template

Download these templates from the Office Templates site to create your plan:

Fill in your Business plan .

Analyze your market with the Business market analysis template .

Detail your financials in a Financial plan .

Divide up the work and track deliverables with this Business plan checklist .

Wrap up with this Business startup checklist .

Need a little help?

Learn how to:

Start a document from a template .

Apply themes to change your plan's look.

Related resources

Related article

Must follow steps for starting a successful business

Buy Microsoft 365

Get Microsoft 365

Get help setting up

Training and in-person help


Need more help?

Want more options.

Explore subscription benefits, browse training courses, learn how to secure your device, and more.

create a business plan template free

Microsoft 365 subscription benefits

create a business plan template free

Microsoft 365 training

create a business plan template free

Microsoft security

create a business plan template free

Accessibility center

Communities help you ask and answer questions, give feedback, and hear from experts with rich knowledge.

create a business plan template free

Ask the Microsoft Community

create a business plan template free

Microsoft Tech Community

create a business plan template free

Windows Insiders

Microsoft 365 Insiders

Was this information helpful?

Thank you for your feedback.

create a business plan template free

We use essential cookies to make Venngage work. By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts.

Manage Cookies

Cookies and similar technologies collect certain information about how you’re using our website. Some of them are essential, and without them you wouldn’t be able to use Venngage. But others are optional, and you get to choose whether we use them or not.

Strictly Necessary Cookies

These cookies are always on, as they’re essential for making Venngage work, and making it safe. Without these cookies, services you’ve asked for can’t be provided.

Show cookie providers

Functionality Cookies

These cookies help us provide enhanced functionality and personalisation, and remember your settings. They may be set by us or by third party providers.

Performance Cookies

These cookies help us analyze how many people are using Venngage, where they come from and how they're using it. If you opt out of these cookies, we can’t get feedback to make Venngage better for you and all our users.

Targeting Cookies

These cookies are set by our advertising partners to track your activity and show you relevant Venngage ads on other sites as you browse the internet.

Venngage Business Plan Maker

Create a compelling and convincing business plan online with Venngage. Templates available for your every need, whether it's business plans, financial plans, marketing plans, and more.

create a business plan template free

Not a designer? No problem. With our easy-to-edit templates and online business plan generator, anyone can create a professional business plan for free. Over 40,000 businesses already use and trust Venngage.

Partner Logo

Launch a profitable business with a visually engaging business plan

create a business plan template free

Your business is unique and impactful — so should your business plan. Make sure the plan you share with investors, lenders, and other stakeholders is not only packed with key data and information but visually engaging too.

create a business plan template free

Looking to make your business plan stand out from the pack? Venngage's unique business plan templates add serious style to your ideas. Venngage's Business Plan Builder is a fraction of the cost of hiring a writer — you can even try creating a business plan for free.

create a business plan template free

Whether you're looking for a traditional business plan format or something more creative, Venngage's easy-to-edit business plan templates let anyone design business plans. No experience required. Free business plan templates available.

create a business plan template free

Nothing's better to convince your stakeholders than some sweet data that speaks volume. Engage and persuade your investors by visualizing your business plan data with Venngage's unique charts, graphs and diagrams.

Create a winning business plan with Venngage in 5 steps:

Create a winning business plan with Venngage in 5 steps:

Design an unforgettable and convincing business plan today:

create a business plan template free

Business Plan Templates

Save money and hours of design time with Venngage's easy-to-edit templates and free business plan generator. Free online business plan templates available.

create a business plan template free

Easy-to-Use Editor

Venngage's online business plan builder is intuitive to use. The drag-and-drop editor means faster and better designs even when you don't have design experience.

create a business plan template free

Download Business Plans

Download your document with one click as an image (PNG), PDF, Interactive PDF or PowerPoint file. Add it to your Google Docs or Slides, Word doc or existing PowerPoint slides (paid plans only).

Visualize Business Plan Data

Visualize Business Plan Data

Persuade your stakeholders and tell a story with your business plan data through charts, graphs, maps and diagrams. Copy and paste your data or upload it in a .csv file in one click.

Brand Your Business Plans

Brand Your Business Plans

Use Venngage's My Brand Kit to automatically import your brand identity. Then, add your brand colors and fonts to any business plan designs with one click.

Collaborate In Real Time

Collaborate In Real Time

Collaborate with your whole team with Venngage's real-time collaboration. Leave helpful feedback through comments and create impactful business plans.

create a business plan template free

Easy-to-edit professional business plan templates

One-click branding with My Brand Kit

One-click branding with My Brand Kit

Show off important metrics with professional data visualizations

Collaborate with your whole team throughout the design process.

Collaborate with your whole team throughout the design process

Business Plan Maker FAQs

How much does venngage's business plan builder cost.

Anyone can make a business plan for free and share a link to their work. Our Premium ($19/month) and Business ($49/month) plans include premium, professional business plan templates and features, plus access to multiple download formats.

How can I write my own business plan?

Your business plan can include these sections: executive summary, company description, market analysis, organization management, service/product line, marketing & sales, funding requests, financial projections, etc. Add sections to your business plan as you see fit — depending on the kind of plan you're creating. No matter the type of business plans you're making, Venngage has a template for that.

Can I download my business plan?

Yes! You can download your business plan in PNG, PDF, Interactive PDF, or PowerPoint formats (paid plans only). It's free to share a public link. It's also free to create an account and test out our online business plan maker with a free business plan template.

Wow your clients and investors at first sight — Create a convincing and winning business plan with Venngage's online business plan generator

create a business plan template free

Popular business plan templates you can edit right away

create a business plan template free

Try Microsoft Designer, a new AI-powered graphic design app for creating stunning designs in a flash.

Share this page

Powerful business plan templates

Plan for the future, no matter what your business plans are or the size of your business with these designs and templates. whether it's just one big project or an entire organization's worth of dreams, these templates will keep you and your company on track from ideation to completion..

business cards photo

Put your ideas to work with simple templates for every business plan

Every successful business took a lot of planning to get there, and these templates will be cornerstones of your future success. Whether you’re looking to attract new business, pitch your services or reimagine your company, with these simple, customizable templates at your fingertips you can turn complexity into something tangible. These templates can become marketing assets or simply remain internal touchpoints for your team. And as your dreams change, you’ll always have this template to refer to – it’s easy to change what exists on paper. If you’re a small business, focusing on your niche can help you dominate in your field, and you can forge a plan to figure out exactly what that niche might be and how to target your ideal customer . When it’s time to share your vision with stakeholders, craft a presentation that outlines your plan succinctly and with style. Let these templates from Microsoft Designer be your partner in business strategy for years to come.

Google Translate

Original text

Google Translate

Do you want to increase the odds that your business startup will be a success? Then download this step-by-step business plan template and use it to lay the groundwork for your new business.

Writing a business plan gives you an opportunity to carefully think through every step of starting your company so you can better prepare and handle any challenges.

While a thorough business plan is essential in the financing process, it's helpful even if you don’t need outside financing.

Creating a business plan can:

Laying out a detailed, step-by-step plan gives you a blueprint you can refer to during the startup process and helps you maintain your momentum.

What this business plan template includes

Writing a business plan for a startup can sometimes seem overwhelming. To make the process easier and more manageable, this template will guide you step-by-step through writing it. The template includes easy-to-follow instructions for completing each section of the business plan, questions to help you think through each aspect, and corresponding fillable worksheet/s for key sections.

After you complete the 11 worksheets, you will have a working business plan for your startup to show your SCORE mentor .

The business plan sections covered in this template include:

The Appendices include documents that supplement information in the body of the plan.  These might be contracts, leases, purchase orders, intellectual property, key managers’ resumes, market research data, or anything that supports assumptions or statements made in the plan.

The last section of the template, “Refining Your Plan,” explains ways you may need to modify your plan for specific purposes, such as getting a bank loan, or for specific industries, such as retail or manufacturing.

Complete the Business Plan Template for a Startup Business to create a working business plan for your startup.

Then, contact your local  SCORE mentor  to review and refine your plan either online or in person.

For more than 100 years, Deluxe Corporation has sought to create the tools that help shape our economy. Since 1915, Deluxe has recognized the vital role that small business plays in our communities, from job creation to business development. For these reasons, the Deluxe Corporation Foundation provides financial support to nonprofits that help entrepreneurs and small business owners succeed. Our grants to SCORE have totaled more than $1.5M in recent years, with the majority of these funds supporting the creation and updates of online training and certification for SCORE mentors.   

Business Planning & Financial Statements Template Gallery Download SCORE’s templates to help you plan for a new business startup or grow your existing business.

An Easier Way to Prepare Your Business Plan -The Business Model Canvas The Business Model Canvas (BMC) is a one-page business plan that allows you to test and validate the key parts of your business in a manageable format.

Copyright © 2023 SCORE Association, SCORE.org

Funded, in part, through a Cooperative Agreement with the U.S. Small Business Administration. All opinions, and/or recommendations expressed herein are those of the author(s) and do not necessarily reflect the views of the SBA.

Simple Business Plan Templates

By Joe Weller | April 2, 2020

Link copied

In this article, we’ve compiled a variety of simple business plan templates, all of which are free to download in PDF, Word, and Excel formats.

On this page, you’ll find a one-page business plan template , a simple business plan for startups , a small-business plan template , a business plan outline , and more. We also include a business plan sample and the main components of a business plan to help get you started.

Simple Business Plan Template

Simple Business Plan Template

Download Simple Business Plan Template

This simple business plan template lays out each element of a traditional business plan to assist you as you build your own, and it provides space to add financing information for startups seeking funding. You can use and customize this simple business plan template to fit the needs for organizations of any size.

One-Page Business Plan Template

create a business plan template free

Download One-Page Business Plan Template

Excel | Word | PDF  | Smartsheet

Use this one-page business plan to document your key ideas in an organized manner. The template can help you create a high-level view of your business plan, and it provides easy scannability for stakeholders. You can use this one-page plan as a reference to build a more detailed blueprint for your business. 

For additional single page plans, take a look at " One-Page Business Plan Templates with a Quick How-To Guide ."

Simple Fill-in-the-Blank Business Plan Template

Simple Fill In The Blank Business Plan Template

Download Simple Fill-in-the-Blank Business Plan Template

Use this fill-in-the-blank business plan template to guide you as you build your business plan. Each section comes pre-filled with sample content, with space to add customized verbiage relevant to your product or service.

For additional free, downloadable resources, visit " Free Fill-In-the-Blank Business Plan Templates ."

Simple Business Plan for Startup

Start-Up Business Plan Template

‌ Download Startup Business Plan Template — Word

This business plan template is designed with a startup business in mind and contains the essential elements needed to convey key product or service details to investors and stakeholders. Keep all your information organized with this template, which provides space to include an executive summary, a company overview, competitive analysis, a marketing strategy, financial data, and more. For additional resources, visit " Free Startup Business Plan Templates and Examples ."

Simple Small-Business Plan Template

Small Business Plan Template

Download Simple Small-Business Plan Template

This template walks you through each component of a small-business plan, including the company background, the introduction of the management team, market analysis, product or service offerings, a financial plan, and more. This template also comes with a built-in table of contents to keep your plan in order, and it can be customized to fit your requirements.

Lean Business Plan Template

Lean Business Plan Template

Download Lean Business Plan Template

This lean business plan template is a stripped-down version of a traditional business plan that provides only the most essential aspects. Briefly outline your company and industry overview, along with the problem you are solving, as well as your unique value proposition, target market, and key performance metrics. There is also room to list out a timeline of key activities.

Simple Business Plan Outline Template

Simple Business Plan Outline Template

Download Simple Business Plan Outline Template

Word  | PDF

Use this simple business plan outline as a basis to create your own business plan. This template contains 11 sections, including a title page and a table of contents, which details what each section should cover in a traditional business plan. Simplify or expand this outline to create the foundation for a business plan that fits your business needs.

Simple Business Planning Template with Timeline

Simple Business Planning Template with Timeline

Download Simple Business Planning Template with Timeline

Excel | Smartsheet

This template doubles as a project plan and timeline to track progress as you develop your business plan. This business planning template enables you to break down your work into phases and provides room to add key tasks and dates for each activity. Easily fill in the cells according to the start and end dates to create a visual timeline, as well as to ensure your plan stays on track.

Simple Business Plan Rubric Template

create a business plan template free

Download Simple Business Plan Rubric

Excel | Word | PDF | Smartsheet

Once you complete your business plan, use this business plan rubric template to assess and score each component of your plan. This rubric helps you identify elements of your plan that meet or exceed requirements and pinpoint areas where you need to improve or further elaborate. This template is an invaluable tool to ensure your business plan clearly defines your goals, objectives, and plan of action in order to gain buy-in from potential investors, stakeholders, and partners.

Basic Business Plan Sample

Basic Business Plan Sample

Download Basic Business Plan Sample

This business plan sample serves as an example of a basic business plan that contains all the traditional components. The sample provides a model of what a business plan might look like for a fictional food truck business. Reference this sample as you develop your own business plan.

For additional resources to help support your business planning efforts, check out “ Free Strategic Planning Templates .”

Main Components of a Business Plan

The elements you include in your business plan will depend on your product or service offerings, as well as the size and needs of your business. 

Below are the components of a standard business plan and details you should include in each section:

Tips for Creating a Business Plan

It’s easy to feel overwhelmed at the thought of putting together a business plan. Below, you’ll find top tips to help simplify the process as you develop your own plan. 

To identify which type of business plan you should write, and for more helpful tips, take a look at our guide to writing a simple business plan .

Benefits of Using a Business Plan Template

Creating a business plan can be very time-consuming, especially if you aren’t sure where to begin. Finding the right template for your business needs can be beneficial for a variety of reasons. 

Using a business plan template — instead of creating your plan from scratch — can benefit you in the following ways:

Limitations of a Business Plan Template

A business plan template can be convenient, but it has its drawbacks — especially if you use a template that doesn’t fit the specific needs of your business.

Below are some limitations of using a business plan template:

Improve Your Business Plan with Real-Time Work Management in Smartsheet

Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change. 

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. 

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time.  Try Smartsheet for free, today.

Discover why over 90% of Fortune 100 companies trust Smartsheet to get work done.

Business plan template

If you’re looking for a way to start your business off on the right foot, a business plan template can help you establish the foundation for your strategy. Get started in a few clicks with Asana’s free business plan template.


Recommended apps.

You’re pumped—you just thought of the greatest business idea ever. You want to get started, but you don’t have a plan laid out. You need a loan to get your idea off the ground, and the bank wants to see an in-depth business plan. We’re here to help.

What is a business plan template?

A business plan template is a framework that helps you solidify your ideas in an organized format. Our free business plan template walks you through how to create a new business from scratch, or re-imagine your existing business in a new market.

What components are included in a business plan template?

Our business plan template covers what an organization wants to achieve within three to five years. By using our template, you’ll have a place to capture all of the major information you need in order to complete your business plan. That includes:

Company description : Information like your executive summary , your company’s mission statement and vision, and your founder’s bio. 

Product and services: A high-level overview of what your company provides, including core products or services. This may also include how your product is developed, any potential screenshots or prototypes of your product, and pricing plans.

Marketing plan: How you plan to bring your product into market at a high level. You can add information like a SWOT analysis , target market research, and brand positioning in this section.

Financial plan: Important financial information such as balance sheets, a break-even analysis, and your cash flow projections. 

Management and organization information: Information on your company’s founders, executive team, and the board of directors.

How to use our free business plan template

Using Asana’s free business plan template is simple. Start by creating a new project with our free template. From there, add relevant information for your specific business plan in the sections provided in our template. If there’s more information you want to include in your business plan, you’re free to add sections, custom fields, or additional tasks to make this template fit your needs.

Integrated features

Goals . Goals in Asana directly connect to the work you’re doing to hit them, making it easy for team members to see what they’re working towards. More often than not, our goals live separate from the work that goes into achieving them. By connecting your team and company goals to the work that supports them, team members have real-time insight and clarity into how their work directly contributes to your team—and company—success. As a result, team members can make better decisions. If necessary, they can identify the projects that support the company’s strategy and prioritize work that delivers measurable results. 

Reporting . Reporting in Asana translates project data into visual charts and digestible graphs. By reporting on work where work lives, you can reduce duplicative work and cut down on unnecessary app switching. And, because all of your team’s work is already in Asana, you can pull data from any project or team to get an accurate picture of what’s happening in one place.

Milestones . Milestones represent important project checkpoints. By setting milestones throughout your project, you can let your team members and project stakeholders know how you’re pacing towards your goal. Use milestones as a chance to celebrate the little wins on the path towards the big project goal. 

Project Overview . Project Overview is your one-stop-shop for all important project context. Give your team a bird’s-eye view of the what, why, and how of your project work. Add a project description to set the tone for how you’ll work together in Asana. Then, share any important resources and context—like meeting details, communication channels, and project briefs—in one place.

Microsoft Teams . With the Microsoft Teams + Asana integration, you can search for and share the information you need without leaving Teams. Easily connect your Teams conversations to actionable items in Asana. Plus, create, assign, and view tasks during a Teams Meeting without needing to switch to your browser.

Slack . Turn ideas, work requests, and action items from Slack into trackable tasks and comments in Asana. Go from quick questions and action items to tasks with assignees and due dates. Easily capture work so requests and to-dos don’t get lost in Slack. 

Google Workplace . Attach files directly to tasks in Asana with the Google Workplace file chooser, which is built into the Asana task pane. Easily attach any My Drive file with just a few clicks.

Gmail . With the Asana for Gmail integration, you can create Asana tasks directly from your Gmail inbox. Any tasks you create from Gmail will automatically include the context from your email, so you never miss a beat. Need to refer to an Asana task while composing an email? Instead of opening Asana, use the Asana for Gmail add-on to simply search for that task directly from your Gmail inbox. 

How do I create a business plan template?

Instead of taking the time to create a business plan from scratch, start the process off with Asana’s free template.To further customize your template, add evergreen information about your specific business, such as your business model, company name, address, mission statement, value proposition, or target audience. Adding these details to your template lets you avoid documenting this information from scratch every time you create a new business plan.

What components should I include in a business plan template?

Business plan templates typically contain five main sections: a company description, products and services, a marketing plan, basic management and organization information, and your current financial plan.

How long should my business plan be?

Short answer—as long as you need it to be. The long answer is that your business plan should have the answers to specific questions on how your business is run, from the perspective of an investor. The goal of a business plan is to highlight your business strategy for the next three to five years. This means any important operational, financial, and strategic information should be included. 

Related templates

Operational plan template banner image

Operational plan template

Learn how Asana’s operations team uses standardized processes to streamline strategic planning—no matter how many stakeholders are involved.

Project reporting template card image

Project reporting

Stay on top of your project’s performance. Keep everyone on the same page about what’s been completed and where your project is headed.

GTM strategy template banner image

Go-to-market strategy template

Simplify your GTM strategy with a go-to-market strategy template that aligns teams and keeps work on track. Learn how in Asana.

Action plan template banner image

Action plan template

Taking action has never been easier. Learn how to create a reusable action plan template in Asana to take the guesswork out of strategic planning.

PEST analysis template banner image

PEST analysis

A PEST analysis template helps compile info on the external environment affecting your business. Learn how to prevent risk with a PEST analysis template.

Strategic planning template article banner image

Strategic planning template

When you’re launching a new product, team, or even a new business, strategic planning templates keep you laser-focused and on task.

Objectives and key results (OKR) template card image

Objectives and key results (OKR) template

Learn how to create an OKR template in Asana so you can standardize the goal-setting process for everyone.

Punch list template banner image

Creating a digital punch list template can help streamline the final bits of a project for your team. Here’s how to create one.

Cost benefit analysis template card image

Cost benefit analysis template

Digital cost benefit analysis templates are a useful framework to see if a new project or idea is viable. Learn how to create your own in a few simple steps, with Asana.

Contingency plan template banner image

Contingency plan

Using a contingency plan template will help you create well-developed strategies to help you protect your business from potential risk. Learn how Asana can help.

Requirements traceability matrix template banner image

Requirements traceability matrix

A requirements traceability matrix template is a tool to help organize project requirements in a concise manner. Learn how to create one for your team.

Annual planning template banner image

Annual planning template

Set clear goals and streamline your planning process—so every level of your company is aligned on what’s important.

Competitive analysis template banner image

Competitive analysis template

The more you know about your competitors, the better your strategy will be. Competitive analysis templates use a data-driven approach to see exactly how your business, products, and features compare to your competition.

Program roadmap template banner image

Program roadmap

Create a program roadmap template and know the exact structure of each program, how they operate, and their future plans—company-wide.

Crisis management plan template banner image

Crisis management plan

Does your team know what to do during a crisis? Using a crisis management plan template can help keep all your employees on the same page.

SIPOC template banner image

SIPOC template

Use your SIPOC template to ensure that the processes outlined in your SIPOC diagrams are consistent and up to your standards.

Marketing strategy template card image

Marketing strategy

A marketing strategy template is a useful tool that helps your marketing team achieve their goals. Learn how to create your marketing strategy with Asana.

Project closure template card image

Project closure template

Endings are important. Create a project closure template to help your team tie up loose ends and finish their projects with confidence.

Nonprofit business plan template banner image

Nonprofit business plan template

Success doesn’t just happen—it’s planned. Stay focused on your most crucial work with a custom nonprofit business plan template.

Small business, big goals

Coming up with your business strategy can be daunting, but Asana helps businesses of all sizes track and hit their goals. See how with a free trial.

create a business plan template free

Premier Agent Toolkit

How to create a real estate agent business plan.

In this article:

Why agents need a real estate business plan

How to write a real estate business plan, free real estate business plan template.

Every agent needs a plan to succeed. A real estate business plan keeps you accountable and on track. An optimal business plan for real estate agents includes firm goals, but it’s also fluid — you’ll want to update your real estate business plan as you grow and the market evolves.

A real estate business plan allows you to stay current with market trends and ahead of the competition. It also helps you track results over time, test lead generation strategies and develop new marketing approaches. Zillow’s Bret Calltharp, a former training leader for a large brokerage group, saw his agents’ business increase by an average of 27% when implementing a business plan for the first time.

Here’s what a good real estate agent business plan will show you:

The benefits are clear, and you’re convinced — but where do you start? Here are our recommended steps for creating a business plan for real estate agents:

Write an executive summary

Real estate business planning should always start with a summary of who you are, what services you offer, where you operate and who you serve.

Define your mission statement

Your mission statement is the foundation that supports your entire real estate business plan. It should clearly state your guiding principles and goals.

Create a team management summary

If you’re working with a team, include all members who contribute to your success and how they help. Create a table that shows their roles, responsibilities and time frames for specific tasks.

A team management summary table for your real estate business plan.

Know your target client

Determine who your target client is and figure out their story. The more personal you can get, the better you’ll serve your clients.

Who, specifically, is your target client? This could be a first-time home buyer, a home seller, a renter — or a more specific subset like retirees or investors.

What is your target client’s story? Ask your clients specific questions and create a strategy based on their answers. Where do they want to live? What is their annual household income? What do they want from their home?

A table of your target client's story for your real estate business plan.

Outline SMART business goals

Your goals should be specific, measurable, attainable, realistic and timely — in other words, SMART . Once your real estate business goals are SMART, break down each goal into objectives. These should be the specific tasks and activities required to accomplish the goal.

Map out your keys to success

Every real estate agent business plan template should include a table that lists the top three ways to achieve business success — and more importantly, the actions required to fulfill them.

A table mapping out the keys to success for your real estate agent business plan.

Breakeven analysis

A critical part of real estate business planning is determining your breakeven point. What average commission rate do you need to achieve per unit to break even each month? How many homes must you sell at your average commission rate to break even by your target goal?

Understand your market

It’s crucial to stay on top of your target client’s market. A successful agent will know how the market has behaved in the past few years, as well as where it’s headed (and why).

Segment your market

Let’s look at a target client in a sample real estate business plan.

Suppose the target client is a first-time home buyer. How can we segment that market further to include even more detailed and relevant information? Here are two potential market segments for our first-time home buyer:

Plan for market growth

Map out how much growth you anticipate in your market, and use it to forecast the number of potential clients over the next few years.

Track market trends in your real estate business plan with a table listing possible outcomes on the right and trends on the left.

A table showing the anticipated market growth for your real estate business plan.

Track market trends

What market trends do you foresee impacting your business and market segments? Here’s a real estate business plan sample that projects a possible outcome for a rise in multigenerational living:

A real estate business plan table for tracking market trends.

Develop a SWOT analysis

Every business plan needs a SWOT analysis: strengths, weaknesses, opportunities and threats. Some sample real estate business plan SWOT questions include:

A real estate business plan table for tracking strengths, weaknesses, opportunities and threats.

Recognize your competition

Who’s your primary competition in your target market, and what makes them your primary competition? How will you outperform them?

A table showing primary competitors included in your real estate business plan template.

Create a marketing strategy

Every real estate business plan template needs a marketing strategy table. Highlight your resources and key features, like this sample:

A table of resources and key features included in your real estate business plan marketing strategy.

List ways to generate leads

Always keep a list of effective methods to generate leads , and always update the list when new strategies come up. The lead generation list in your real estate development business plan is as simple as this:

A lead generation table for tracking leads in your real estate business plan.

Project yearly sales forecast

Use market growth, trends and other real estate marketing strategies to predict your annual sales for the next three years. Here’s an example table from our real estate business plan PDF:

A real estate business plan table for projecting yearly sales over the next three years.

Outline your personnel expenses

Knowing what you’ll spend in a year will help you determine your breakeven point and set reasonable expectations for growth. A simple expense table, like this one from our free real estate business plan, allows you to project your personnel expenses through the next three years:

A table outlining personnel expenses for your real estate business plan.

Measure client experience

Keep track of all the services you offer — and measure how quickly you deliver them. This is crucial in any real estate business planning document, as it helps you build a strong client relationship and track the results over time. Here’s an example for measuring response time:

A table that measures client experience to include in your real estate business plan.

Use a client relationship management (CRM) tool

There are many CRM tools out there, so it’s easy to find one that fits your needs. Do you want to track analytics? Use it for email marketing? Keep track of property and listing details? Automate your marketing efforts?

As a Zillow Premier Agent , you can use a CRM to manage all your leads and connections, along with their progress through the real estate journey. You can prioritize leads who are actively looking, submitting offers and under contract. Jot down other tools you’re using, especially transaction management tools and their specific functions.

Calculate your business plan performance

The final step in your real estate business plan template is measuring the plan’s performance. Track performance-related questions and how you’ll measure them. Here’s a sample question and measurement example that many agents use for real estate business planning:

A table that calculates your real estate business plan performance.

Our customizable template helps you create a real estate business plan that outlines what success looks like — for you and your clients — so you can have your best year yet. This sample real estate business plan gives clear examples and allows for complete customization to your personal goals and your real estate market. Jot down your real estate business goals, clarify the state of your finances, profile your target customers and track other data that’s vital to successful real estate business planning.

Best of all — you can get started today! Just download our free real estate business plan template and add your own goals, projections, expenses and data. Don’t forget to update it regularly to accurately track your progress, evolve with the market and stay current with your target client’s needs.

create a business plan template free

Related Resources

How to Create a Real Estate Marketing Plan

How to Create a Real Estate Marketing Plan

Learn how to write a real estate marketing plan with a free template, and meet your goals.

A couple of buyers looking at real estate flyers.

Real Estate Flyer Template

Real estate listing flyers are an essential part of promoting your property listings. Here are 3 templates to streamline the process.

Woman looks at real estate postcards.

Real Estate Postcards (Free Templates)

Learn how to make real estate postcards, and use our real estate postcard templates to get the most return for your investment.

Get the real estate agent tools you need to win and wow your clients.

create a business plan template free

Get free scripts to help you convert leads and connect with clients.

create a business plan template free

Free real estate templates to make you more efficient.

create a business plan template free

Get free client handouts to exceed your clients’ expectations.

Become a Zillow Premier Agent today

Get in front of buyers and sellers in the largest online real estate network.

or call 855-885-0115

We respect your privacy. See our privacy policy .

By pressing 'Get started', you agree that Zillow Group may contact you via phone/text about your inquiry, which may involve the use of automated means. You are not required to consent as a condition of purchasing any goods or services. Message/data rates may apply.

Cookies on GOV.UK

We use some essential cookies to make this website work.

We’d like to set additional cookies to understand how you use GOV.UK, remember your settings and improve government services.

We also use cookies set by other sites to help us deliver content from their services.

You have accepted additional cookies. You can change your cookie settings at any time.

You have rejected additional cookies. You can change your cookie settings at any time.

create a business plan template free

Write a business plan

Download free business plan templates and find help and advice on how to write your business plan.

Business plan templates

Download a free business plan template on The Prince’s Trust website.

You can also download a free cash flow forecast template or a business plan template on the Start Up Loans website to help you manage your finances.

Business plan examples

Read example business plans on the Bplans website.

How to write a business plan

Get detailed information about how to write a business plan on the Start Up Donut website.

Why you need a business plan

A business plan is a written document that describes your business. It covers objectives, strategies, sales, marketing and financial forecasts.

A business plan helps you to:

You’ll need a business plan if you want to secure investment or a loan from a bank. Read about the finance options available for businesses on the Business Finance Guide website.

It can also help to convince customers, suppliers and potential employees to support you.

Related content

Is this page useful.

Help us improve GOV.UK

Don’t include personal or financial information like your National Insurance number or credit card details.

To help us improve GOV.UK, we’d like to know more about your visit today. We’ll send you a link to a feedback form. It will take only 2 minutes to fill in. Don’t worry we won’t send you spam or share your email address with anyone.

Copyright © 2023 Entrepreneur Media, Inc. All rights reserved. Entrepreneur® and its related marks are registered trademarks of Entrepreneur Media Inc.

Create a Retirement Plan in 15 Minutes (Free Template) According to a 2021 survey conducted by the Federal Reserve, approximately 36% of non-retired adults in the United States felt that their retirement savings were on track, while 45% felt...

By John Rampton • May 16, 2023

This story originally appeared on Due

According to a 2021 survey conducted by the Federal Reserve, approximately 36% of non-retired adults in the United States felt that their retirement savings were on track, while 45% felt they were somewhat or far behind. If you don’t want to enlist in the latter group, plan your retirement strategically.  

However, you may find the process procrastinating, and that’s where this 15-minute retirement plan template comes in. This user-friendly template will help you quickly organize your thoughts and set realistic retirement goals. By the end of this post, you’ll have a solid plan in place and be well on your way to achieving your retirement dreams.

Define Your Retirement Goals

Before diving into the nitty-gritty of retirement planning, it’s essential to establish clear goals. First things first, decide when you would like to retire. The average retirement age in the United States is about 65. Remember that life expectancies are increasing. Presently, the average life expectancy in the US is around 79 years. So you may have a longer retirement than previous generations. Consider your health, desired lifestyle, and career satisfaction when choosing your retirement age.

Desired Retirement Income: To maintain your current lifestyle in retirement, financial experts often recommend aiming for an annual retirement income between 70-85% of your pre-retirement salary. However, this is just a guideline, and individual circumstances will vary. The median household income in the United States is approximately $68,700 as of 2019.

To determine your retirement income, consider your current lifestyle costs. This will give you a baseline for estimating your retirement expenses. Next, you need to project future expenses and lifestyle changes. This will help you adjust your projected retirement expenses accordingly. 

Retirement Savings Target: Once you’ve determined your desired retirement income , you can set a savings target. You can start estimating your total retirement savings. Leverage a retirement calculator to estimate how much money you’ll need to save to generate your desired retirement income. Consider factors such as inflation, which historically averages around 3% annually , and investment returns, which have averaged around 7% for the S&P 500 index over the long term. In addition, consider potential sources of income in retirement. They may include Social Security, pensions, or a part-time job. Statistics reveal that Social Security provided an average monthly benefit of $1,543 in 2021 .

Assess Your Current Financial Situation

Now that you’ve defined your retirement goals, it’s time to take a snapshot of your current financial situation. Start by compiling a list of your current retirement accounts, savings, and investments. This will give you a clearer picture of your progress toward your retirement goals . Your retirement accounts may include employer-sponsored retirement plans (e.g., 401(k), 403(b)) and Individual Retirement Accounts (IRAs). 

Understanding risk tolerance is also crucial for making informed investment decisions. You can fill out a risk tolerance questionnaire to assess your investment risk profile. Once you identify your risk tolerance, align your portfolio with it. Consider rebalancing your assets while adjusting your investment strategy when carrying out this task. 

Suppose you have high-risk tolerance and wish to take on more risk to achieve higher returns potentially. In this case, you may allocate a higher percentage of your investment portfolio to stocks with higher returns and volatility historically . A possible allocation could be:

On the other hand, if you have a lower risk tolerance , you might prefer allocating a higher percentage of your portfolio to bonds and other more conservative investments. A possible allocation for someone with low-risk tolerance could be:

Remember that these percentages are just examples, and you should adjust them according to your preferences, financial goals, and time horizons. It is essential to periodically review and rebalance your portfolio to ensure that your asset allocation aligns with your risk tolerance and financial objectives.

Develop a Retirement Savings Strategy

You should select your investment vehicles smartly. The standard options you will come across may include the following – 

Determine Your Savings Rate

Your savings rate is essential to your retirement strategy. It represents the percentage of your income that you save for retirement. To determine your optimal savings rate, consider the following example:

Your annual income is $60,000, and your goal is to retire with an annual income of $45,000 (75% of your pre-retirement income) at age 65. Assuming you’re currently 30, you have 35 years to save for retirement. You’ll need approximately $1.2 million in retirement savings to generate $45,000 annually, accounting for inflation and an average annual return of 7% on your investments.

If you’re starting with no retirement savings and plan to save consistently for the next 35 years, you’ll need to save around $7,200 per year, or $600 per month, which translates to a 12% savings rate ($7,200/$60,000*100).

Health & Life Insurance 

Health issues come unannounced. Therefore, always keep your healthcare fund handy. You can invest in a high-deductible health savings account as it offers fantastic tax benefits and covers qualified medical expenses. In addition, you should invest in long-term care insurance, which will pay the cost of in-facility or hospice care . 

Besides health insurance, you should consider life insurance. Everyone wants to spend their retirement with their loved ones, but life is unpredictable. In the unfortunate event of your sudden demise, your loved ones shouldn’t suffer adverse financial consequences. Thus, calculate your life insurance needs to determine the coverage you need to replace your income, cover debts, and fulfill your family’s financial requirements. 

To make an intelligent decision, always compare term and whole life insurance. While term insurances offer coverage for a stipulated period, the whole life ones ensure lifelong coverage followed by a cash value component. 

Optimize Social Security Benefits

The role of Social Security in a retirement plan can vary depending on individual circumstances, such as age, work history, and financial goals. These benefits are designed to replace a portion of your pre-retirement income, providing a financial safety net to help cover expenses during retirement. Besides, Social Security benefits are adjusted for inflation, which can help maintain your living expenses in retirement.

Maximizing your Social Security benefits can significantly impact your retirement income. Understanding your options and making informed decisions can ensure you get the most out of this valuable resource. Furthermore, pay attention to determining your Full Retirement Age (FRA). This refers to when you become eligible for 100% of your Social Security benefits. 

Strategies for Claiming Social Security Benefits

There are several strategies to consider when claiming your Social Security benefits .

Claiming early: You can start claiming benefits as early as age 62. However, in that case, your benefits will be reduced for each month you claim before your FRA. To clarify, If your FRA is 66 (for those born between 1943 and 1954), your benefits will be reduced by 25%. If your FRA is 67 (for those born in 1960 or later), your benefits will be reduced by 30%. For those with an FRA between 66 and 67 (born between 1955 and 1959), the reduction will fall within the 25% to 30% range. However, claiming early may be viable if you’re in poor health or have vigorous financial needs.

Claiming at FRA: Claiming at your FRA ensures you’ll receive 100% of your benefits. This is a good option if you’re otherwise healthy and have enough retirement savings to cover your expenses until your FRA.

Delaying your claim: Each year you delay claiming your benefits past your FRA (up to age 70), your benefits increase by 8%. Suppose your FRA is 66, and your monthly benefit at FRA is $2,000. If you delay claiming your benefits until you hit 70, your benefits will increase by 8% annually for four years. Here’s how the calculation works:

By waiting until age 70 to claim your benefits, your monthly benefit will increase by 36% – from $2,000 to $2,721.98. This higher monthly benefit will continue for the rest of your life, and it could result in a higher lifetime benefit if you have a longer life expectancy.

Spousal and Survivor Benefits

Understanding spousal and survivor benefits can help you and your spouse optimize your combined Social Security benefits.

Spousal benefits: If you’re married or were previously married for at least 10 years, you may be eligible for spousal benefits . These benefits are equal to half of your spouse’s or ex-spouse’s benefits, provided they’re higher than yours. For example,  you and your spouse are 66, and your Full Retirement Age (FRA) is 66. Your spouse’s monthly Social Security benefit at FRA is $2,400, while your own benefit is $800. As a spouse, you may be eligible for a spousal benefit equal to 50% of your spouse’s benefit, which would be $1,200 ($2,400 x 0.5) in this case. Since the spousal benefit of $1,200 is higher than your $800, you would receive the spousal benefit instead of your own.

Survivor benefits: If your spouse passes away, you may be eligible for survivor benefits . These benefits allow you to receive the higher of your or your deceased spouse’s benefits. Suppose you and your spouse are 68, and your Full Retirement Age (FRA) is 68. Your spouse’s monthly Social Security benefit at FRA is $2,500, while your own benefit is $1,500. Unfortunately, your spouse passes away. As a surviving spouse, you would be eligible for survivor benefits. In this case, since your deceased spouse’s benefit of $2,500 is higher than your own benefit of $1,500, you would receive the higher amount of $2,500 as your survivor benefit.

It’s important to note that the benefit amount will be reduced if you claim survivor benefits before your FRA. For example, if you claim survivor benefits at age 62 and your FRA is 66, you would receive about 71.5% of your deceased spouse’s benefit, approximately $1,787.50 in this scenario.

Seek Professional Advice When Needed

Retirement planning may seem intimidating; however, investing a little time in wrapping up this daunting job is crucial for securing your financial future. You can create a foolproof retirement plan using the above-mentioned strategies and recommendations. Remember, the key elements of a smart retirement strategy include clear goals, consistent savings, and a committed approach toward your planning. 

If you find it extremely challenging to plan your retirement, contact a professional financial planner. You should look for someone with a fiduciary duty. This will help you choose someone legitimate and qualified. You should also consider their fees to ensure their services fit well with your budget.

Frequently Asked Questions

1. how can you catch up on retirement savings if you start late.

Don’t panic if you’re starting your retirement savings journey later in life, don’t panic. You can leverage simple strategies like increasing your savings rate,  reducing expenses, and boosting income. Besides, You should harness catch-up contributions for retirement accounts like 401(k)s and IRAs if you’re 50 or older. Finally, you can retire a little late to save more time. 

2. What is the best way to withdraw money from my retirement accounts?

You should design a strategic withdrawal plan to minimize taxes and preserve savings. For example, you can start by withdrawing from taxable accounts and then move to tax-deferred accounts (traditional IRA) and tax-free accounts (Roth IRA).  Moreover, you should abide by the IRA’s specific minimum distribution guidelines ( Required Minimum Distribution or RMD ). If you find everything pretty daunting, consider contacting a professional advisor. 

3. Can you still retire comfortably if you have debt?

While carrying debt into retirement isn’t ideal, it’s still possible to retire comfortably with proper planning and management. You should always prioritize paying off high-interest debts, such as credit cards. Once you manage them efficiently, close your lower-interest credits like student loans, mortgages, etc. In addition, consider creating a detailed debt repayment plan and adjust your retirement savings strategy to accommodate debt payments.

4. How can you minimize taxes in retirement?

To minimize taxes in retirement , you should always choose tax-efficient investment accounts. Besides, consider managing your withdrawal strategically. If you are open to relocation, move to a state with lower income tax. 

The post Create a Retirement Plan in 15 Minutes (Free Template) appeared first on Due .

Editor's Pick Red Arrow

Related topics red arrow, most popular red arrow, 'please feel free to correct me': mark cuban slams elon musk over 'free speech' on twitter.

Cuban has long been critical of Musk's decisions with the social media platform after purchasing it.

Working Remote? These Are the Biggest Dos and Don'ts of Video Conferencing

As more and more businesses go remote, these are ways to be more effective and efficient on conference calls.

The Best Way to Run a Business Meeting

All too often, meetings run longer than they should and fail to keep attendees engaged. Here's how to run a meeting the right way.

This Simple Hack Will Get You Into Costco Without A Membership Card

TikTokers have found a way to beat the system at the warehouse chain.

Ask Co-Founder of Netflix Marc Randolph Anything: How to Watch

How to watch the new live streaming episode of 'Ask Marc.'

Fans Are Trying To Sell Rainwater From Taylor Swift's 'Rain Show' Concerts For Hundreds of Dollars

The listing came after Swift performed in the pouring rain for hours on Saturday night at Gillette Stadium in Foxborough, Massachusetts.

Successfully copied link


Send us an email

How to craft an effective social media content strategy

Written by by Sarah Aboulhosn

Published on  May 2, 2023

Reading time  10 minutes

The content you post on social media can turn your brand into a household name and your followers into fans. This kind of impact only comes from having a solid social media content strategy .

The best way to stand out on social media is to identify specific goals, create valuable posts that align with them and distribute the right content on the right platforms.

There isn’t one cookie-cutter social media strategy that will guarantee success. Your strategy will differ depending on your industry, audience and performance over time. There are, however, specific ways to build a long-term plan that grows your brand and business.

In this article, you’ll learn how to create a content strategy for social media. Feel free to jump ahead with this list:

Free social media content strategy templates

Putting it all together: craft your social media content plan, 1. identify and set goals.

The first step toward a long-term social media strategy is to set your content goals . Having goals in mind will help you start planning out the type of content to create.

A graphic illustrating the top goals for social marketers on social. The starts read as follows: 70% increase brand awareness, 59% sales/lead generation, 48% increase community engagement, 46% grow my brand's audience and 45% increase web traffic.

This process involves digging deep into your brand values as well as researching your audience.

Start by getting clear on your overall marketing goals and how you want your social media content strategy to serve them. The more specific your marketing goals are, the better you will be able to tailor your social media content to meet them.

For example, if your main marketing goal is to convert more sales from social media, then your strategy should incorporate publishing and promoting posts that move people to a landing page or another part of your social media marketing funnel —like including a link CTA in your content.

A screenshot of a Tweet on Chewy's Twitter highlighting a promo on their website. The posts reads, Happy #NationalPetMonth! Let the spoiling begin! Snag yourself a free $30 egift card when you spend $100 + we'll donate to pets in need. They've included a link to their website after the copy.

2. Research your audience

You can’t create great social content without knowing who it’s for. Having buyer personas for social—or fictional representations of your ideal customers—will help guide your social media content plan.

Start by using your data to surface basic demographic information like age and location. Then take this further by gathering insights about how your ideal customers talk about your brand, industry and products—this will help you paint a clearer picture of who they are, what they care about and what kind of content they might want to see from you.

Sprout’s social listening solution helps you take this further by surfacing brand keywords and conversations—even when you’re not tagged—that can reveal pain points and opportunities for your content to fill.

A screenshot of Sprout Social's Listening tool. In the screenshot, there are words in a word cloud like #coffee, morning and drinking. At the bottom of the page, related keywords and hashtags are listed and analyzed.

Additionally, talk to your customer care team to hone in on your audience’s common FAQs, what they love and what frustrates them.

3. Analyze your social media competitors

To understand how your social media content strategy is performing, you need to look beyond your own data. A competitive analysis will help spark ideas for your content (i.e. what are they doing that you can do better? What formats do they use?) and create better benchmarks and goals for your strategy.

The right tool will make pulling insights from your competitors (for example: average engagements, growth rate and top content) at scale easy by automating the process. All of which helps you shape data-driven goals and strategies to make better content.

4. Audit your current social content

Once clear on your audience and goals, it’s time to conduct a social media content audit on what you’ve created so far.

A content audit is one of the best ways to know how to create a content strategy for social media that fits your brand. This will help you substantiate what you think is working well with quantitative data that shows you how each post performs.

Look at which posts performed well, which ones didn’t and what you posted on each platform. What you look for in the audit should align directly with your content goals. For example, if one of your goals is to improve brand awareness, look at your follower count and impressions or reach on each platform, and identify which posts resulted in new followers.

If you’re using a social media management platform like Sprout Social, you can look at all of your social media data and analytics in one place. Use Sprout’s Report Builder for a holistic view of how all of your posts are performing.

A screenshot of Sprout's custom report builder where you can create custom reports based on the data that matters most to you.

Even without a social media tool, you can analyze your data by exporting each platform’s analytics into a spreadsheet . Facebook, Twitter, Pinterest Business and LinkedIn Business accounts let you easily export your post and page analytics directly from the platform.

You might notice a disconnect between posts you think should do well and the actual top performers. In this case, look closely at the language and tone you’re using on the underperforming content. You may have strayed away from your brand’s authentic voice . Your followers may interpret those posts as inauthentic or irrelevant, causing a decrease in engagement. Or, there may be new or trending content formats that your audience prefers. According to The Sprout Social Index™ , 66% of consumers think short-form video is the most engaging in-feed content. Are you keeping up with what your audience likes?

Graphic of most engaging types of in-feed social media content, where short form video is at the top followed by images and live video.

Some posts serve to help you meet bigger marketing goals. But even promotional content should be on brand and true to your voice. Remember: Your audience began following you for a reason. Stick with your unique voice and style as much as possible and create content that authentically markets your brand. For example, the Oklahoma Department of Wildlife Conservation has a witty, comedic voice on Twitter—a voice that not all similar organizations share.

A tweet from the Oklahoma department of wildlife conservation that says if this gets 1M likes our boss will let us name her baby "armadillo." Twitter do your thing.

While you’re doing research, also take note of which platforms your content succeeds most on. You might want to target every social platform but it’s unrealistic to expect to perform well on all of them. You want to allocate your resources to the platforms that serve your brand and your audience the most.

5. Choose your content types

This is where you can have fun with data-driven creativity. We already mentioned that short-form video is extremely popular—but when crafting your social media content plan, think back to the social buyer personas you set up, and think about what formats they’re likely consuming.

Change up the types of content you’re publishing, as well. According to the Sprout Social Index™ 2022, consumers like to see brands they follow highlighting their product, service or personality, or posting demos and customer testimonials.

A data chart from The 2022 Sprout Social Index™ that reads: Types of content consumers like to see from brands they follow on social. Posts highlighting products or services is first at 51%. Customer testimonials and demos is the second most popular with 39%.

Repetitive or overly promotional posts may turn fans away. So change up your content. Here are a few ideas:

The best way to know what content types and formats will work for you is to dig into your data. Looking at your most successful posts will help you decide what to create. For example, Sprout’s Post Performance Report enables you to analyze your most successful posts across all of your channels, sorted by your top metrics.

Sprout's Post Performance Report, which shows your top performing content across all of your social channels, individually or all together.

6. Build a content calendar

Once you know what performs best and you’ve identified your primary goals, it’s time to build a social media content calendar . A calendar will let you take a big-picture approach to your social media content plan. It will help you visualize your ideas and organize them, making your strategy easier to execute. Your content calendar will be a hub for everything you post.

The publishing calendar in Sprout Social where posts are being dragged and dropped into different days.

When planning content, don’t be afraid to repurpose content and schedule it across different platforms to get the most out of it. When deciding where to post what content, also consider what performs well on that platform based on your audit.

Keep in mind that there are best practices when it comes to the best times to post on each platform . If you want to make finding the right posting times easier, Sprout’s ViralPost® feature collects data from your followers and puts together reports that tell you when you post to achieve the most reach.

Sprout Social Viral Post feature and publishing calendar.

Your strategy will involve the collective knowledge of a lot of different people within your organization. A content calendar makes it easier to collaborate on social media posts with different people across your company. This also aids in cross-team collaboration to create a more well-rounded plan.

A data visualization that reads "Teams that contribute to their organization's social strategy." The chart demonstrates that customer service, corporate communications, product, HR and R&D teams contribute to their company's social strategy.

7. Promote and distribute your content

Your social media strategy goes beyond what you post on your social channels. A good strategy involves finding ways to actively distribute your content to maximize brand awareness. Here are a few ways to plan your distribution:

Schedule your content ahead of time

Social media tools, like Sprout’s scheduling and publishing features, make content distribution a no-brainer—especially if you post multiple times a day, like Netflix does on Twitter . Plus, this helps you post at the right time.

A tweet from Netflix announcing the return of the show Our Planet.

Recognizing when your audience is active and sharing posts at the right time will help you reach more people. If you’re only posting on social media the minute content goes live, you’re missing out on a massive opportunity for optimizing your reach.

Encourage others to share your posts

Other people sharing your content is excellent social proof as well. Your social media content strategy should include responding to or reposting people who share your content. Encourage your audience to engage with your content by asking a question and encouraging them to share their answers, on social media or in the comments section of a blog post.

And leverage your company’s employees to spread the word, as well. An employee advocacy strategy can drastically increase the reach of your company’s content. Employees are, in a way, “influencers” for your brand. A tool like Sprout’s Advocacy platform enables you to scale your program, and integrates your advocacy workflow into your social workflow seamlessly.

A screenshot of a Sprout post on LinkedIn reshared by an employee.

Use platform-specific features

Individual social media platforms have ways to help you maximize reach, as well. On platforms like Twitter and Instagram, utilizing hashtags  is a great way to distribute your content further. Hashtags help you reach people who not only follow you but are following a specific trend or interest. On LinkedIn and Facebook, join groups related to your industry and share content when it relates to the conversation.

Collaborate with creators

Another good distribution strategy involves networking with bloggers and content creators in your niche. Other brands are more likely to share your content with their audience if you have a relationship and will return the favor. Just remember that anything you share with your audience should still be valuable to them and relate to your brand.

@sproutsocial How to become a content creator with tips from @J A Y D E. ✨ creator creatorrevolution creatoreconomy socialmediamarketing socialmediamanager socialmediatips ♬ Aesthetic – Tollan Kim

8. Measure results

The last step to an effective social media content strategy is measuring the results. Proper tracking is vital to creating a strategy with longevity. Keeping detailed metrics will help you tweak and optimize your plan over time.

You can also use your results to A/B test types of content. The  Atlanta Hawks , for example, tested whether polished or more casual videos performed better on social. They discovered that casual content was a winner for them.

A screenshot of a TikTok video from the Atlanta Hawks social account highlighting a Hawks superfan in a casually-filmed vertical video.

Analyze your content every month to keep track of what’s working. Take a top-level view of how each piece of content performed and the variables that contributed to it. Assess how well the content supported the goals you set in step one. A few of the most important social media metrics to measure include:

Sprout’s Competitors by Network or Cross-Network Reports make it easy to set benchmarks for yourself on Facebook, Instagram and Twitter with a top-level, quantitative look at how your channels, and your content, stack up.

Screenshot of Sprout Social Instagram Competitor Report.

And the Competitor Analysis within the social listening solution reveals qualitative insights on how your audience feels about your competitors vs. you and your share of voice in the industry.

A screenshot of the competitive analysis in Sprout's listening tool. This page shows a graphic breaking down a brand's share of voice, engagements, sentiment and potential impressions vs the brand's competitors.

Like you did with the content audit, relate the analytics to your overall marketing goals. Using your goals as an anchor can help you accurately adjust your strategy. By measuring analytics each month, you’ll just have to make small tweaks to keep optimizing your social media content strategy.

When it comes to enhancing your strategy or building an entirely new one, getting started is the hardest part. So we have a number of social media content strategy templates that will help you dive in right away.

Use these templates to start growing your strategy:

Content strategy templates

Content templates

Reporting and analytics tracking templates

Effectively planning a social media content strategy is an ongoing cycle, but it doesn’t have to be overwhelming. Plan your process with the ideas and resources above and stick to these essential strategic steps to develop great content.

Streamline your entire strategy and set yourself (and your channels) up for long-term success by trying Sprout Social free for 30 days . From measuring content and scheduling posts at optimized times to facilitating employee advocacy, Sprout will help you manage and scale your strategy end-to-end.

[Toolkit] Communications Toolkit to Safeguard Your Brand

Find Your Next Social Media Management Tool With This Scorecard

How to ladder up your brand’s social media maturity

3 Social media executives share what it takes to build a long-term career in social

10 advanced social media copywriting best practices

What you need to know about social media copyright

Content creators: Who they are, what they do and how they partner with brands

How to use ephemeral content in your marketing strategy

Build and grow stronger relationships on social

Sprout Social helps you understand and reach your audience, engage your community and measure performance with the only all-in-one social media management platform built for connection.

Download your free template now

Download in your preferred format:

Additionally, you can find your business plan template download in your inbox.

We care about your privacy. See our privacy policy .

Woman working at business

Free Download

Business plan template for small businesses, startups, & entrepreneurs

Business planning can feel complicated. it doesn't have to be. start putting pen to paper today with your free business plan template download..

Available formats:

Google Icon

Downloads: 867,613

Our free template includes:

Detailed instructions.

More than just a template, you'll learn how to write a winning business plan.

SBA-lender approved format

Your plan is formatted the way lenders and investors expect.

Fill-in-the-blanks simplicity

You don't need to be an expert. This template makes business planning easy.

Expert tips & tricks

Get expert guidance sent straight to your inbox!

Money-Back Guarantee

All 100% free. We're here to help you succeed in business, no strings attached.

Start your business plan today

Whether you're writing a business plan to validate your business idea, secure funding, or grow your existing business—our template will help you achieve your goals.

Woman planning her business

Business plan template FAQ

What is a business plan template?

Why choose this business plan template?

There are a few key features that make this business template more functional and effective than your average template.

What is included in this business plan template?

This template includes definitions, guidance, and examples for every business plan component needed to start, fund, and grow your business. After downloading the full template, you'll receive instructions for how to fill out each of the following sections.

Executive summary: The brief summary of your business plan that introduces everyone to your business, the problem you solve, and what you're asking from your readers. It's the first chapter of your business plan and the last thing you write once you have the details from your full plan.

Problem & solution: More than a simple description of your products and services—here you define the problem you're solving and the value you provide. It's also your chance to showcase any initial traction that shows you're on the right track.

Market analysis and target market: A detailed assessment of the market you intend to enter, including the size and value of the market, potential customer segments, and their buying patterns.

Competition: Show that you know who your competitors are, what advantages you have, and how you're positioning your business to be competitive.

Marketing & sales: Describe how you'll reach and sell to potential customers with a detailed sales plan and chosen marketing channels.

Operations: What makes your business run? Outline the day-to-day workflows, and what still needs to be set up for your business to deliver a product or service.

Milestones & metrics: Set goals for your business that include the dates and people responsible to accomplish them. This is what you'll use to manage responsibilities, track growth, and execute your larger strategy.

Company overview and team: Provide a brief rundown of the legal and structural components of your company including your history, current team, and gaps you need to fill.

Financial plan: Create well-structured and accurate financial statements to help you pitch to investors, land funding, and achieve long-term success. All without the help of a financial advisor or a degree in accounting.

Appendix: While not required, this last section of your business plan is a great place to drop in additional documents that support and strengthen the rest of your plan.

What file formats are available for this business plan template?

Can you print out this template?

Why should you start with a business plan template?

Why do you need a business plan?

Is writing a business plan easy?

What are the 5 elements of a business plan?

Can someone write your business plan for you?

A faster way to plan.

LivePlan is the #1 planning tool for over 1 million businesses.

LivePlan on a computer

Related Resources

Woman reading book

Explore 500+ Business Plan Examples

Detail of LivePlan

Try the Planning Software Trusted by 1 Million+ Entrepreneurs

Woman with lightbulb

Free Step-By-Step Business Planning Guide

Woman doing yoga

Work With a Professional Plan Writer

LivePlan screen shots

From template to plan in 30 minutes

create a business plan template free

Plan, fund, and grow.

Easily write a business plan, secure funding, and gain insights.

Achieve your business funding goals with a proven plan format.

create a business plan template free

Business Plan Templates

Free Download


2 Essential Templates For Starting Your Business. Available as an interactive PDF or a Google Docs template.

With this business plan template, you'll be able to:

business plan template

Build A Business Plan That Works

Available as a one-page interactive PDF and a full template on both Google Docs and Microsoft Word!

Whether you’re starting a business or drafting a formalized document with  your current business goals, it’s important to clearly defi ne the scope of all aspects of the venture — from mission, to target customers, to fi nances, and beyond.

When just starting out, it can be tempting to think of a business plan as simply your company’s name and a description of your product or service. But in reality, planning a business involves thinking through a lot more details.

In this business plan template we’ll guide you through the steps of writing company and product descriptions, setting sales and marketing goals and plans, and thinking through legal and fi nancial logistics. We've included a  plain text, designed , and  completed example version of this template. 

Frequently Asked Questions (FAQs)

How do you write a business plan.

A business plan is a formal written document that you can use to identify the purpose of your company, make important decisions about your future and help grow your company. HubSpot's free business plan templates provides guidance to establishing your company mission, customer research, competition, and a business strategy to profitability.

Why do I need to fill out the information requested?

We will always keep your personal information safe..

We ask for your information in exchange for a valuable resource in order to (a) improve your browsing experience by personalizing the HubSpot site to your needs; (b) send information to you that we think may be of interest to you by email or other means; (c) send you marketing communications that we think may be of value to you. You can read more about our privacy policy here .

Where can I get a free business plan template?

HubSpot's Free Business Plan Templates are the best way to create a professional, thorough business plan. The templates include instructions and everything you need to know about starting your company.

Is this really free?


Just sharing some free knowledge that we hope you’ll find useful. Keep us in mind next time you have marketing questions!

What are the basic format of a business plan?

A business plan is a written document that outlines the company's goals, strategy and implementation. The format of the plan varies depending on the type of organization (e.g., for-profit or nonprofit) and size, but most plans share some common features such as an overview, executive summary, and financial information.

What is the best business plan template?

A great business plan template clearly defines the scope of the venture -- from mission, to target customers, to finances, and beyond. HubSpot's business plan template will guide you through the steps of writing company and product descriptions, setting sales and marketing goals and plans, and thinking through legal and financial logistics.

What is needed to start a business?

If you're thinking about starting a business, you'll need to do some research first. You can't just start a business without doing any market research. Market research will tell you if there's an opportunity to turn your idea into a successful business. After that, write your business plan so that you know how much money and time it will take for the project to succeed. Use HubSpot's free business plan template today!

Set yourself up for success with this business plan template

Easily create great, effective landing pages for free

This browser is no longer supported.

Upgrade to Microsoft Edge to take advantage of the latest features, security updates, and technical support.

Intelligent intranet overview

Keep employees informed and engaged by providing a shared place to securely view and collaborate on content, and to connect and communicate with colleagues. Build community and culture within your organization by bringing people together through events, networking opportunities, and strategic communication channels. Personalize, share, and manage organizational news and shared content to drive organizational efficiencies securely on any device.

In this solution

Intelligent intranet overview

Build an intelligent intranet

Learn how to move through the process of creating an intranet for your organization. Get familiar with common intranet planning and creation roles , design stages, and the intranet lifecycle . Learn how to align goals into priority scenarios that you can get started implementing quickly. Then, learn how to engage with viewers and maintain your intranet over time as the organization changes and scales.

Help your organization engage and inform

Use SharePoint and other Microsoft 365 products to create communication channels that serve specific audiences. Learn how to create and share organizational news and use the News web part into key landing pages and portals.

Integrate Yammer and the Yammer web parts to embed conversations and highlights in sites. Use the power of video to share pre-recorded messages and record organizational events for later viewing. Use content services like audience targeting to make sure key audience are targeted specific content.

Enhance collaboration and sharing

Create and increase opportunities to collaborate across your organization. Use Microsoft Lists and document libraries to securely store and dynamically display content that can be accessed on any device. Then, users can view, share, and coauthor content in real time.

Use SharePoint team sites to create secure collaboration spaces for teams to share content, get updates, and news. Consider adding Microsoft Teams to your team site to add real-time chat and virtual meetings.

Achieve specific outcomes

Use SharePoint to achieve specific business outcomes like narrowing the distance between leadership teams and individual contributors by creating a leadership site that encourages sharing news and starting conversations. Use SharePoint to unite and inform groups of people with related interests by setting up news for a hub site. View custom solutions in the look book to help inspire your next site design or get help with new employee onboarding , crisis communication , and more.

Overview of how to set up an intelligent intranet

Harness the power of the intelligent intranet to communicate effectively across the organization, engage employees, and connect with relevant information and knowledge. Learn more about intranet planning and implementation phases and how to get started, and considerations like how to design your home site and use multi-lingual features. Then, use the intranet roadmap to prepare business owners, stakeholders, site owners, and content authors.

Intranet set up overview

1 - Explore what's possible

Start by getting inspired by what you can accomplish with SharePoint by viewing compelling business scenarios , the SharePoint look book , and guided walkthroughs .

Learn more about how to think about your intelligent intranet .

2 - Understand and align

Get started planning your intelligent intranet. Learn more about intranet governance before you start building and ensure you have a plan in place to manage intranet governance. Explore various opportunities to engage viewers in workplace communications using Yammer, Teams, live events, and site templates.

Get familiar with the intranet lifecycle and basic SharePoint intranet and site building blocks .

3 - Implement plans and start building

Start building the home site , hubs , sites , and pages that will make up the framework of your intranet. Consider using Microsoft Purview Information Barriers to ensure confidential content is seen by the right users or use audience targeting to target specific content to certain groups of users.

Learn more about intranet way finding and how to implement multi-geo features if needed.

4 - Engage and manage

Measure intranet effectiveness by reviewing Microsoft 365 usage analytics and SharePoint hub and page usage analytics . Make sure site owners and authors have appropriate training to create, build, and maintain sites.

Learn more about forming a site owner or intranet champions community to ensure that site owners stay up to date of new capabilities and guidance. Learn more about how to improve SharePoint adoption .

SharePoint intranet key capabilities by enterprise product license

Learn more about microsoft licensing.

Get more information about Microsoft 365 for enterprise Microsoft 365 small business license options

More intelligent intranet resources

How to think about your intelligent intranet

Plan an intelligent SharePoint intranet

Introduction to SharePoint information architecture

Planning intranet governance

Branding your SharePoint site

SharePoint adoption resources

Submit and view feedback for

Additional resources


  1. Basic Business Plan Template

    create a business plan template free

  2. Simple Business Plan Template Free Of 9 Sample Sba Business Plan

    create a business plan template free

  3. Business Plan Templates (40-Page MS Word + 10 Free Excel Spreadsheets

    create a business plan template free

  4. √ 30 Free Printable Business Plan Template in 2020

    create a business plan template free

  5. 20 Printing Business Plan Template in 2020

    create a business plan template free

  6. Free Printable Business Plan Sample Form (GENERIC)

    create a business plan template free


  1. Business plan kaise banaye

  2. Free Business Plan Template

  3. How to create a Business Plan for Beginners #realestateagent #businessideas #entrepreneurship

  4. How to Become Rich

  5. How to write a Business Plan?

  6. How To Create Business Plan Presentation on Microsoft Powerpoint


  1. Write your business plan

    You can search the web to find free templates to build your business plan. We discuss nine components of a model business plan here: Key partnerships ... Example lean business plan. Before you write your business plan, read this example business plan written by a fictional business owner, Andrew, who owns a toy company. ...

  2. Create a business plan

    Start with a template. Download these templates from the Office Templates site to create your plan: Fill in your Business plan. Analyze your market with the Business market analysis template. Detail your financials in a Financial plan. Divide up the work and track deliverables with this Business plan checklist.

  3. Free Business Plan Template

    Apply our simple business plan template to give you a head start. Our business plan software lights the way as you sort through the important elements of creating a business plan. Inject your own creativity into your presentation using our vast library of icons, photos and animations, or keep it simple and clean.

  4. Create Your Custom Business Plan Online

    1. Create a free Venngage account using your email, Google or Facebook profiles. 2. Select the perfect business plan template from our library of professionally designed templates. 3. Use our online Business Plan Creator to add your information, data and more to your business plan template.

  5. Business Plan Design Templates

    Powerful business plan templates. Plan for the future, no matter what your business plans are or the size of your business with these designs and templates. Whether it's just one big project or an entire organization's worth of dreams, these templates will keep you and your company on track from ideation to completion. Category.

  6. Free Business Plan Templates in Excel

    Download free, customizable business plan templates in Excel — for small businesses, startups, and more. Download free, customizable business plan templates in Excel — for small businesses, startups, and more. ... This Excel business plan template has all the traditional components of a standard business plan, with each section divided into ...

  7. How to write a business plan in 10 steps + free template

    Even better, if you're pressed for time, we've compiled the 10 steps and examples into a downloadable (PDF) template. The 10 steps to write a business plan are: Create an executive summary. Compose your company description. Summarize market research and potential. Conduct competitive analysis.

  8. Business Plan Template for a Startup Business

    What this business plan template includes. Writing a business plan for a startup can sometimes seem overwhelming. To make the process easier and more manageable, this template will guide you step-by-step through writing it. The template includes easy-to-follow instructions for completing each section of the business plan, questions to help you ...

  9. How to Write a Real Estate Business Plan + Example Templates

    Embrace online lead generation. Document your entire sales process. Show how you will stay ahead of the market. Understand your customers' needs. Create a financial plan to secure funds. Think long-term. Speak the language of investors. Real estate business plan templates and examples.

  10. Free business budget templates (PDF/Excel) + how to create

    Let's now take a look at the steps you need to take to create one. 1. Calculate all forms of income. Whether you're optimizing your personal spending or building a business budget, your first step should be aggregating all of your forms of income. Your net income determines how much you can afford to spend.

  11. 500+ Free Business Plan Examples and Templates

    The business model canvas is a one-page template designed to demystify the business planning process. It removes the need for a traditional, copy-heavy business plan, in favor of a single-page outline that can help you and outside parties better explore your business idea. The structure ditches a linear format in favor of a cell-based template.

  12. Free Simple Business Plan Templates

    April 2, 2020. Try Smartsheet for Free. In this article, we've compiled a variety of simple business plan templates, all of which are free to download in PDF, Word, and Excel formats. On this page, you'll find a one-page business plan template, a simple business plan for startups, a small-business plan template, a business plan outline, and ...

  13. Simple Business Plan Template (2023)

    5. Structure, Suppliers and Operations. This section of your simple business plan template explores how to structure and operate your business. Details include the type of business organization ...

  14. Free editable and printable business plan templates

    508 templates. Create a blank Business Plan. Geometric Typedriven Business Plan Cover Page. Document by Lectrathink. Blue Modern Business Plan Cover Page. Document by Artplace. Green Minimalist Business Plan Cover Page. Document by Fingerstyle Studio. blue, black, minimalist business plan cover page.

  15. Start Your Business With a Business Plan Template • Asana

    How to use our free business plan template. Using Asana's free business plan template is simple. Start by creating a new project with our free template. From there, add relevant information for your specific business plan in the sections provided in our template. If there's more information you want to include in your business plan, you ...

  16. Business Plan Templates: 9 FREE Samples

    Operations plan. Management organization. Financial plan. Conclusion & appendix. Every section involved in a business plan is designed to help startup businesses reach their target market. A business plan asks founders and entrepreneurs to detail their business strategy in a step-by-step process that makes sense from an operational perspective.

  17. How to Create a Real Estate Agent Business Plan

    Free real estate business plan template. Our customizable template helps you create a real estate business plan that outlines what success looks like — for you and your clients — so you can have your best year yet. This sample real estate business plan gives clear examples and allows for complete customization to your personal goals and ...

  18. Free small business plan templates to edit and print

    26 templates. Create a blank Small Business Plan. Small Business Plan in Purple Lavender Minimal Corporate Style. Document by Canva Creative Studio. Clothing Business Plan in Olive Green Pastel Blue Cream Organic Photocentric Style. Document by Canva Creative Studio. Small Business Plan in Green White Minimal Corporate Style.

  19. Business Plan: Create & Download

    Create a Business Plan in minutes using a step-by-step template. A business plan is a formal document detailing the goals that the business will have. ... and unselfish play were its biggest strengths while free-throw and 3-point shooting some of its greatest weaknesses. Surveying the rest of the NCAA landscape, Logan concluded UK's tough out ...

  20. Write a business plan

    Download free business plan templates and find help and advice on how to write your business plan. Business plan templates. Download a free business plan template on The Prince's Trust website.

  21. Create a Retirement Plan in 15 Minutes (Free Template)

    Suppose your FRA is 66, and your monthly benefit at FRA is $2,000. If you delay claiming your benefits until you hit 70, your benefits will increase by 8% annually for four years. Here's how the ...

  22. How to Craft a Social Media Content Strategy

    In this article, you'll learn how to create a content strategy for social media. Feel free to jump ahead with this list: 1. Identify and set goals. The first step toward a long-term social media strategy is to set your content goals. Having goals in mind will help you start planning out the type of content to create.

  23. Free Business Templates and Resources

    View our gallery of over 500 free sample business plans, and get inspired to write your own! 170,449 Downloads. Planning. Template. Lean Business Plan Template. Download this template to quickly create a lean business plan for your business and document your business model on a single page. 131,984 Downloads.

  24. Free Business Plan Template for Small Businesses

    This simple, modern, investor-approved business plan template is designed to make planning easy. It's a proven format that has helped over 1 million businesses write business plans for bank loans, funding pitches, business expansion, and even business sales. Instructions included More than just a template, you'll learn how to write a winning business plan SBA-lender […]

  25. Free Business Plan Template [Updated for 2022]

    A business plan is a formal written document that you can use to identify the purpose of your company, make important decisions about your future and help grow your company. HubSpot's free business plan templates provides guidance to establishing your company mission, customer research, competition, and a business strategy to profitability.

  26. Simple Business Plan Template for Startups (2023)

    A business plan template helps you write a business plan quickly and efficiently. Increase your odds of success by using our simple business plan template. ... That's why we put together a free business plan template to help you get started. Get the template now. Get the business plan template delivered right to your inbox. Almost there ...

  27. Intelligent intranet overview

    4 - Engage and manage. Measure intranet effectiveness by reviewing Microsoft 365 usage analytics and SharePoint hub and page usage analytics. Make sure site owners and authors have appropriate training to create, build, and maintain sites. Ensure site owners have access to SharePoint training materials. Plan to review site and hub metrics.