business plan template ms word

Create a business plan

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:

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

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Free Microsoft Word Business Plan Templates

By Joe Weller | September 22, 2020

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We’ve compiled a variety of expert-approved business plan templates and samples for Microsoft Word. There are options for organizations of any size and type — from coffee shops and hair salons to professional services, and everything in between.

Included on this page, you’ll find Word business plan templates for small businesses , startup businesses , product and service businesses , and more.

Simple Business Plan Word Templates

These customizable business plan templates come professionally designed and ready to use, and are available to download in Microsoft Word format.

Simple Business Plan Template

Use this template as a basis for creating an organized and thorough business plan. Customize the built-in table of contents to suit your needs, and use the space included to detail the nature of your business, the solution to the problem you’re solving, a market analysis, key performance indicators (KPIs), financial forecasts, and more.

Download Simple Business Plan Template — Word

Simple 30-60-90 Business Plan Template

This template is ideal for developing a 90-day action plan to create and implement your business plan in manageable, 30-day chunks. Use the document to outline your main goals and deliverables, and then assign key business activities and deadlines to ensure your plan stays on track. 

Download Simple 30-60-90-Day Business Plan Template

Word  | Smartsheet

For more 30-60-90 business plan templates, visit our "Free 30-60-90-Day Business Plan Templates and Samples" article.

Simple Business Plan Outline Template

This template provides a standard outline for a traditional business plan, which you can use to guide your research and develop your plan. Easily modify the provided information to include information that is relevant to your business. 

Download Simple Business Plan Outline Template — Word

For additional downloadable resources in a variety of formats, visit, “ Simple Business Plan Templates .”

One-Page Business Plan Word Templates

These single page business plan templates in this section provide a useful way to organize ideas. Companies can use these templates to develop a pitch document for potential partners and investors.

One-Page Business Plan Template

Use this template to capture the main details of your business concept, including your product or service offering, who it benefits, how it helps your target buyer, the pricing structure, income streams, and key milestones. There’s also room at the bottom to include a SWOT analysis .

Download One-Page Business Plan Template

Word | Smartsheet

One-Page Lean Business Plan

This template utilizes a Lean approach to help you showcase the core concepts of your business idea in a scannable format. Provide a brief overview of your company and industry, the unique benefits your product or service possesses, distribution strategy, key objectives and success metrics, and a financial plan. Use the visual timeline at the bottom to display dates and milestones.

Download One-Page Lean Business Plan Template - Word  

One-Page 30-60-90 Day Business Plan Template

A 30-60-90-day template is useful for developing an actionable plan. Simply add your main goals and the activities required to achieve them in 30-day increments. Update the status of each goal regularly to ensure your plan stays on track.

Download One-Page 30-60-90 Day Business Plan Template

For additional single page plans, along with an example of a business plan , visit " One-Page Business Plan Templates with a Quick How-To Guide ."

Small Business Plan Word Templates

These customizable business plan templates are especially useful for small businesses to develop a roadmap for structuring, operating, and growing their organization.

Small Business Plan Template

This comprehensive business plan template is ideal for small businesses that want to thoroughly document key goals and the associated activities. Add essential information to each section to keep your plan clear and concise — and pay special attention to the financial section and provide details that will validate your plan.

Download Small Business Plan Template — Word

Fill-In-the-Blank Small Business Plan Template

This fill-in-the-blank template is useful for small business owners that need some guidance adding details to the various elements of their business plan. Each section of this standard business plan comes with pre-filled content that you can expand on and customize to reflect the specific needs and details of your business. 

Download Fill-In-the-Blank Small Business Plan Template — Word

Additional Fill-in-the-Blank Business Plan templates can be found here . 

One-Page Small Business Plan Template

Small businesses can use this template to articulate business ideas in a succinct, easily digestible manner. There is space to include a business overview, key team members, a market analysis, marketing and sales plans, objectives and success metrics, and a financial plan.

Download One-Page Business Plan for Small Business — Word

Startup Business Plan Word Templates

These business plan templates are ideal for entrepreneurs to assess the viability of their idea and gain buy-in from prospective investors and stakeholders.

Startup Business Plan Template

Use this startup business plan template to create a strong and detailed roadmap of your concept and related goals. The template includes space for an executive summary, business description, summary of product or service offerings, pricing structure, marketing strategy, competitive analysis, startup expenses, funding sources, and more to ensure you have a thorough plan in place.

Download Startup Business Plan Template

Sample 30-60-90-Day Business Plan for Startup

This 30-60-90-day business plan template is versatile, and can be used to develop an actionable plan for virtually any business activity. This sample contains pre-filled information to help you explain the organization’s main goals and deliverables, as well as to assign key tasks, ownership, and deadlines. 

‌Download Sample 30-60-90 Day Business Plan for Startup Template

For additional resources to create your plan, visit “ Free Startup Business Plan Templates and Examples .”

Product and Service Business Plan Word Templates

These business plan templates are designed for a product or service-focused business to use to develop a workplan that articulates its vision and objectives.

Business Plan Template for Professional Services

Entrepreneurs offering professional services can use this document to outline the main goals and objectives associated with their business, as well as how they plan to achieve them. This template comes with a built-in table of contents and includes all the components of a traditional business plan, including the company background, market and industry analysis, competitive analysis, service offering details, promotional plan, sales forecasts, financial statements, and more.

Download Business Plan Template for Professional Services — Word

One-Page Business Plan for Service Business

This business plan template is ideal for a service-type business owner who needs a basic plan to jot down core business concepts. This single-page template has room to include the business mission and vision, service provided, target market, competitive advantage, marketing and sales plan, and key objectives. There is also a visual timeline of milestones included at the bottom of the template for tracking progress.

Download One-Page Business Plan Template for Service Business — Word

One-Page Business Plan for a Product Business

Use this one-page business plan to outline the key details related to your product-focused idea. Articulate the purpose and vision of your business, the problem your product solves, potential customers, how you will get your product to buyers, pricing strategy, main objectives, and success metrics. The timeline of milestones at the bottom of the template automatically creates a visual display of noteworthy activities. 

Download One-Page Business Plan for Product Business — Word

Fill-In-the-Blank Business Plan Word Templates

Use these pre-filled business plan templates as a basis to build a thorough plan that keeps your strategy aligned with sales, promotional, and financial objectives.

Simple Fill-In-the-Blank Business Plan

This fill-in-the-blank template features a traditional business plan layout, and includes pre-filled content in each section. Outline the key components of a well-rounded business plan, and add a company overview, market analysis, marketing and sales plan, operations plan, financial statements, supporting documentation, and more.

Download Simple Fill-In-the-Blank Business Plan Template — Word

Lean Fill-In-the-Blank Business Plan

This Lean business plan has all the necessary parts to articulate your business vision and strategy. Add information about the problem you aim to solve, your product or service offering, unique value proposition, target customers, cost structure, revenue streams, and a timeline of milestones.

Download Fill-In-the-Blank Lean Business Plan Template — Word

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

For more free, downloadable templates for all aspects of your business, take a look at “ Free Business Templates for Organizations of All Sizes .”

Empower Your Teams to Implement Your Business Plan with Smartsheet

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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.

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Free Business Plan Template

One of the reasons that so many small businesses fail is that they don't do the necessary up front work to create an accurate and realistic business plan. Creating a business plan doesn't guarantee success, but the process of writing a plan is critical for any successful new business. It isn't our goal to try to tell you everything you need to know about creating a business plan. Instead, our goal is to make the process easier by providing a professionally designed business plan template that you can edit easily using Word and Excel .

Business Plan Template

License : Private Use (not for distribution or resale)

Authors : Jon Wittwer and Jim Wittwer

Update (7/22/2016) : We've added a basic break-even analysis worksheet to the companion Excel workbook.

Description

This template provides a business plan outline with sample questions, tables, and a working table of contents. It was created for newer versions of Word and Excel (Office 2007 or later) so that you can easily change the fonts and color scheme and the file will be compatible with the mobile and web-based Word & Excel apps.

It is best to use Excel for financial statements, data tables and charts. So, we have provided a companion Excel workbook with these sample financial statements and other tables and graphs that you can copy and paste into your Word document.

The companion workbook combines many of the different spreadsheets you can find on Vertex42.com, but customized specifically for inclusion in a business plan.

Using the Business Plan Template

Editing headings and table of contents.

Word allows you to assign format Styles to text and paragraphs, and we've designed the template to use these Styles for defining headings, sub-headings, and figure captions.

If you want to add a new section so that the Table of Contents updates correctly, just add a new heading in the body of the document and assign it the Heading 1 or Heading 2 style.

To update the Table of Contents, go to the References tab and within the Table of Contents group of buttons, click on Update Table and then "Update entire table."

Copy/Paste From Excel to Word

For simple tables, you can use Copy/Paste (Ctrl+c / Ctrl+v) to copy a table from Excel to Word. This will typically paste the data as a formatted and editable table in Word, though none of the formulas will be functional within Word (and the table will not be linked to Excel). If you don't want the table to be editable in Word, you can "Paste as a Picture" using Paste Special or by choosing the "Picture" option when you right-click in Word to paste the table.

Important : When you paste a chart object into your business plan, make sure to "Paste as a Picture" because pasting the chart as an embedded object means that the entire spreadsheet becomes embedded in your Word document (even though what you see is only the chart).

If you want to insert a table into Word as a "Linked Object" so that when you edit Excel, the table in Word will update automatically, you may have a more difficult time preserving the formatting of the original. However, at the least the entire spreadsheet won't be embedded within your business plan Word document.

More Related Templates

Resources for Writing a Business Plan

• Write Your Business Plan at SBA.gov - Anybody starting a business should become familiar with the SBA (small business association). SBA.gov also has an online tool for creating a business plan .
• YouTube: How to Write a Business Plan - Business Wales (3 minutes) - This video offers a quick overview and tips for the essential parts of a business plan.
• YouTube: How to Write a Business Plan - Berkeley-Haas (71 minutes) - This presentation offers both the venture capitalist and entrepreneur perspective on how to write a business plan that can successfully attract funding.
• Write Your Business Plan at Entrepreneur.com - A book written by the staff of a company that should know what they are talking about.
• Sample Business Plans at bplans.com - Finding a business plan for similar businesses in your industry is a great way to get ideas for what to include in your plan. This site is a great resource for not only finding sample plans, but also for creating a business plan online using their step-by-step approach.

Other Free Business Plan Templates

• Business Planning Template Gallery at SCORE.org - This nonprofit organization (supported by the SBA) has provided expertise and free mentorship for millions of small business owners. They also have a useful collection of templates.
• Develop Your Business Plan at business.gov.au - This Australian Government site provides a really good business plan template for Word, including a detailed guide, questions to answer, and sample financial statements.

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35+ Best Business Plan Templates for Word 2024

Are you writing a business plan for a brand new startup? Or updating an old business plan for an established brand? Then this collection of MS Word business plan templates will definitely come in handy.

The key to making an effective business plan brochure that wins over investors and inspires employees is to use a modern and attractive design.

No one wants to read through a 100-page brochure that looks like a VCR manual from the 1960s. Today, people prefer cleaner brochure layouts with proper paragraph formatting that offer a much smoother reading experience.

Designing such modern business plan documents is not that difficult. In fact, you can easily create them using Word templates.

In this post, we showcase high-quality business plan templates for Word that have been designed by professionals. They feature modern designs and clean layouts that are perfect for all kinds of startups, businesses, and corporate companies. Have a look.

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Explore Word Templates

Education Business Plan Word Template

This Word template is designed for making business plan documents related to educational brands and businesses. However, you can easily customize the design to make business plans for various other industries. The template includes 20 unique page layouts with modern designs.

Business Plan & Proposal Template for Word

You can use this Word template to make both business proposals and business plans. It has a very flexible page design that you can change to make brochures for startups, agencies, and other businesses. There are 20 pages in this template in A4 size.

Bold Business Plan Word Template

If you want to make a bold business plan with a high-end luxury feel, this Word template will come in handy. It features a dark color theme that will fit in nicely with luxury brands, hotels, corporate agencies, and more. The template has 56 different page layouts. It comes in Word, Apple Pages, and InDesign formats.

Big Business Plan Brochure Template for Word

Get started with this Word template to make business plan documents with clean and minimal design. It includes 28 unique pages with easily editable layouts. You can change its colors, fonts, and images with ease. The template is available in multiple formats, including Word, InDesign, Affinity Publisher, and more.

Free Simple Business Plan Word Template

While this free business plan template only has 4 page layouts and a simple design, it’s more than enough for making a basic business plan document for a small business. It comes in Word and Apple Pages formats.

Tropo – Minimalist Business Plan for Word

Tropo is a minimalist business plan template designed for Microsoft Word. It’s user-friendly, designed with organized files for effortless customization, and is suitable for creating business proposals. Tropo offers 32 editable pages, customizable fonts, and colors, well-organised layers, and is print-ready.

Business Proposal Template for Word

This is a professional-quality business proposal template for Word that offers flexibility and ease of customization. This 20-page template can be easily edited to suit your unique business needs without jeopardizing the layout or the readability. It’s fully customizable, well-layered, and organized.

This is an adaptable template, perfect for showcasing your unique services and business plans to new clients. It’s a user-friendly, customizable template, enabling designers to express their brand and work competence professionally. The pack includes a 20-page InDesign and Microsoft Word templates.

Business Proposal Template for Word & InDesign

A versatile business proposal template ideal for constructing thorough business plans or proposals. Compatible with Microsoft Word 2010 and higher, as well as Adobe InDesign CS4 and above, the template offers a comprehensive 16-page document that can adapt for print or digital output.

Business Plan & Project Proposal Template

This is a comprehensive business proposal template for Word. Boasting 40 pages of editable sections such as company details, project timelines, budget specifics, and more, the template utilizes a structured editorial layout to organize information efficiently.

Multipurpose Business Brochure Word Template

This brochure template features multipurpose page layouts. This means you can edit and customize each page to make many different types of documents, including business plans and proposals. It has 20 unique pages in A4 size.

Creative Business Plan Template for Word

This is a massive business plan template that comes with more than 60 different page layouts to choose from. It’s especially suitable for agencies and startups for making a high-quality business plan document. The template is available in Word and InDesign formats.

Company Proposal & Business Plan Word Template

Whether you want to make a business plan or a proposal document, this Word template can handle both. It features a modern and professional layout for making documents for corporate businesses. The template includes 20 pages in A4 size.

Education School Plan Template for Word

You can use this Word template to make a stylish business plan or educational plan for a school. The template has fully customizable paragraph styles, editable colors, fonts, images, and much more. It has 20 page custom layouts.

Free Agency Business Plan Word Template

This free business plan template includes 5 page layouts with very simple and basic designs. You can use it to make business plan documents for advertising and design agencies. It’s available in Apple Pages format too.

Modern Business Plan Template for Word

A business plan document is about presenting your goals, missions, and vision for the company in an appealing way. Having a great-looking design is a must for achieving that task. This Word template will help you create such a business plan document. It includes 20 different page layouts with modern designs. And you can edit it using either MS Word or InDesign.

Clean Business Plan Microsoft Word Template

If you want to make sure your business plan looks more professional, a clean and minimal design is the best choice for your brochure. With this template, you can design a clean and professional-looking business plan to showcase your business goals. It includes 16 page layouts with fully customizable designs. You can also choose from 3 different color schemes to design your document.

Simple Business Plan Template for Word

This Word business plan template uses a very simple design. It doesn’t have too many design elements, images, or lots of colors. Instead, the design puts more focus on the contents of the document. This approach makes it a great template for designing a highly effective business plan for many different types of businesses. It includes 12 page layouts as well.

Business Plan Brochure Template for Word

If you want to make an impressive and attractive business plan brochure for a big company or a corporate brand, this Word template will come in handy. It features 48 different page layouts with modern and stylish designs. The template is available in both MS Word and InDesign formats. And, as a bonus, you also get letterhead and business card templates.

One Page Business Plan Template for Word

Sometimes a simple one-page document is more than enough to highlight the key points of a business plan. This template is ideal for making such brochures. The template comes with 4 page layouts but you can easily customize it to create one-page or even multi-page documents.

Professional Services Free Business Plan Word Template

This free business plan template for Word comes directly from the official MS Office templates directory. It’s free to download and features page layouts with modern designs. It’s ideal for creating a business plan for small agencies.

Free Word Business Plan Template for Freelancers

Another free Word business plan template from the Office directory. This template is designed with freelancers and agencies that specialize in home-based professional services. It includes a fully editable layout as well.

Editable Business Plan Template for Word

Every Word template should give you the freedom to edit, customize, and do anything you want with the design. This template lets you do all that and more. It features a fully editable layout that you can customize to your preference. The template also includes 40 page layouts that come in A4 and US Letter sizes.

Minimal Business Plan Word Template

Looking for a clean, simple, and minimalist business plan template? Then this Word template is made just for you. It has a very light and simple layout that allows you to showcase all elements of your business plan in a professional way. The template includes 32 page layouts and it’s available in Word and InDesign formats.

Startup Business Plan Word Template

This Word business plan template is designed specifically for startups and agencies. It features a set of modern page layouts, 20 custom page designs to be exact. You can also customize each page layout by changing colors and fonts. It comes in US Letter and A4 sizes as well.

4-Page Business Plan Template for Word

You can create a powerful four-page business plan using this Word template. It features an effective page design that is ideal for creating a summary of your business plan. The template is fully customizable and it’s available in Word, IDML, and INDD formats.

One Page Simple Business Plan Word Template

This simple and minimal business plan template is perfect for making a one-page brochure or even a two-page document. The template comes with 2 page layouts that you can use to create a simple double-sided one-page business plan. Or you can print them separately too. It’s very basic but quite effective at the same time.

Free Simple Business Plan Template for Word

A free business plan template that you can edit and customize in Word. This template has a very basic and blank design that you can use however you like. You can make this template your own by adding a few design elements as well.

Free One-Page Business Plan Template for Word

This is a free one-page business plan template that has a minimal layout for making a straightforward business plan brochure. It includes multiple sections for detailing different aspects of your business plan.

Marketing & Sales Plan Word Template

Marketing and sales plans are also part of a business plan, especially for marketing agencies. With this Word template, you can design an effective sales plan for your business. The template features 32 different page layouts in A4 size. It comes in Word and InDesign versions as well.

Real Estate Business Plan Template for Word

This Word template features a very clean and visual-centric design that’s ideal for making business plans for real estate and rental property businesses. There are more than 30 unique page layouts in this template with easily editable designs. You can change colors, fonts, and paragraphs however you like to fit your brand.

Basic Microsoft Word Business Plan Template

If you want to make a simple and basic business plan for a small company, this Word template is for you. It features a minimal layout with a basic design for making a small brochure. You can use 4 different page layouts to create your business plan. And it’s fully customizable too.

Simple Word Business Plan Template

This business plan template also features a simple design. It’s ideal for startups, agencies, and even small businesses for making a business plan to motivate employees and even set goals for your future. The template includes 4 page designs in A4 size.

A creative business plan Word template that comes with more than 50 different page designs. With this template, you can make all kinds of business plan brochures for various types of brands. The template also includes editable colors, paragraphs, objects, free fonts, and so much more.

Business Project Plan Template for Word

A simple business plan template for small brands. This template includes 3 unique page layouts for crafting a basic business plan. It’s ideal even for solopreneurs and freelancers for creating a strategy for your business. It comes in A4 size.

Free Healthcare Business Plan Word Template

This free business plan template is made with businesses and companies in the healthcare industry. It features a clean design with several page layouts you can use to craft an effective business plan.

Free Editable Business Plan Template for Word

Another blank and basic business plan Word template you can download for free. This template has very simple page layouts but they are ideal for creating an effective business plan brochure for small businesses.

Be sure to check out our best Word templates collection for more design inspiration.

Free Business Plan Template

Download a free business plan template for Word. Includes frequently asked questions about business plans.

Updated on September 17th, 2023

The SMB Guide is reader-supported. When you buy through links on our site, we may earn an affiliate commission. Learn more

A business plan template is a pre-formatted business plan that contains an outline for a synopsis of your business details, goals, and measurable steps you are planning to take to achieve these. A business plan is vital to obtain financing for your business and should be the foundation of your pitch deck.

Below is our free downloadable business plan template. This plan can be tailored to your specific business and the stage it is in, as well as for the intended audience.

Business Plan Template - Free Download

Download this blank business plan template in Word format and create your own business plan.

Benefits of Using a Business Plan Template:

• Ensure that your plan is presented in a standard format.
• Uncover the right information before your business is launched.
• Create a professional document without outsourcing.

See our template .

Why You Should Use a Business Plan Template:

Business plan templates allow entrepreneurs and small business owners to save time by working off of a pre-formatted document. With a professional template, you can add specific information about your business without having to start from scratch.

Writing a business plan is a time-consuming process, even if you use a template. However, using a template ensures that you add all of the content that you need before you make your business pitch. Working through a template one section at a time can help you to gather all of the information that you need.

Generally, it's a good idea to write your Executive Summary last. This way, you will have a much better idea of how to summarize and describe your business.

Download our template to get started.

Business to Business

Discover more about Business to Business (B2B) - what it means and how it affects your business. Includes an overview and frequently asked questions.

Jan 11, 2022

How do you write a business plan?

You can use a template , or start from scratch. Either way, your business plan should include a summary of your business, financial projections, details about marketing, a description of your products/services, and a SWOT analysis.

What is a business plan template?

A business plan template is a pre-formatted document that already contains an outline and basic details. You can customize a template to create a business plan for your own business.

How do I write a business plan for a startup?

Planning for a startup is the same as planning for any new business venture. You need a detailed business plan that is focused primarily on the financial needs of your new business. This will help to attract investors and give you a realistic picture of how much capital you need to succeed.

How do I write a 5-year business plan?

A 5-year business plan is typically written the same way as a normal business plan, except the financial projections from one year to the next may go into more detail. The plan may also include special projects/developments that you want to invest in during the first five years of operation.

What are the three main purposes of a business plan?

• Create a roadmap for the growth of your business.
• Demonstrate to lenders and investors that you have a path to success.
• Gather and evaluate all of the information needed to make decisions.

What should a business plan include?

• Executive Summary.
• Business Overview.
• Operations.
• Market Analysis.
• Products and Services.
• Competition.
• Management.
• Financial Plan.
• Projected Revenue.
• Appendices.

How do you write a successful business plan?

Successful business plans are well researched, including supporting documentation (financial statements, graphs, etc), demonstrate a keen understanding of the target market, and have a multi-faceted marketing strategy.

What do you title a business plan?

Business plans usually have a cover page with a prominent title that includes the company name and the words "Business Plan" either above or below the name. The cover page may also include contact information or a business address.

What are the types of business plans?

• Startup business plan.
• Growth business plan.
• Strategic business plan.
• Feasibility business plan.
• Internal business plan.
• Operations business plan.

How long is a business plan?

The length of your business plan is less important than the quality of the content that is contained within it. However, business plans generally vary in length from 20 to 50 pages depending on the spacing, size of the font, visual elements, and detail of each section.

How much does it cost to get a business plan written?

On the low end, freelancers may charge several hundred dollars to write a business plan, while professionals and consultants may charge several thousand. If you are going to outsource the creation of your business plan, make sure you hire someone who has lots of experience.

How do you write an executive summary for a business plan?

An executive summary should contain the following:

• Introduction.
• Company strengths.
• Explanation of product/service and how it meets a need or solves a problem.
• Conclusion emphasizing the importance/value of the business.

You should try to be concise when you're writing your executive summary since the rest of your business plan will provide more explanation for readers. The point is to draw people in and give them a 1000-foot view of what you are doing. It is generally agreed that the executive summary should make up no more than 5 - 10% of your entire business plan.

8 Business Plan Templates You Can Get for Free

8 min. read

Updated April 10, 2024

A business plan template can be an excellent tool to simplify the creation of your business plan. 

The pre-set structure helps you organize ideas, covers all critical business information, and saves you time and effort on formatting.

The only issue? There are SO many free business plan templates out there. 

So, which ones are actually worth using? 

To help remove the guesswork, I’ve rounded up some of the best business plan templates you can access right now. 

These are listed in no particular order, and each has its benefits and drawbacks.

What to look for in a business plan template

Not all business plan templates are created equal. As you weigh your options and decide which template(s) you’ll use, be sure to review them with the following criteria in mind:

• Easy to edit: A template should save you time. That won’t be the case if you have to fuss around figuring out how to edit the document, or even worse, it doesn’t allow you to edit at all.
• Contains the right sections: A good template should cover all essential sections of a business plan , including the executive summary, product/service description, market/competitive analysis, marketing and sales plan, operations, milestones, and financial projections. 
• Provides guidance: You should be able to trust that the information in a template is accurate. That means the organization or person who created the template is highly credible, known for producing useful resources, and ideally has some entrepreneurial experience.
• Software compatibility: Lastly, you want any template to be compatible with the software platforms you use. More than likely, this means it’s available in Microsoft Word, Google Docs, or PDF format at a minimum. 

1. Bplans — A plan with expert guidance

Since you’re already on Bplans, I have to first mention the templates that we have available. 

Our traditional and one-page templates were created by entrepreneurs and business owners with over 80 years of collective planning experience. We revisit and update them annually to ensure they are approachable, thorough, and aligned with our team’s evolving best practices.  

The templates, available in Word, PDF, or Google Doc formats, include in-depth guidance on what to include in each section, expert tips, and links to additional resources. 

Plus, we have over 550 real-world sample business plans you can use for guidance when filling out your template.

Download: Traditional lender-ready business plan template or a simple one-page plan template .

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2. SBA — Introduction to business plans

The U.S. Small Business Administration (SBA) offers two different business plan templates along with a short planning guide. 

While not incredibly in-depth, it’s enough to help you understand how traditional and lean plans are structured and what information needs to be covered. The templates themselves are more like examples, providing you with a finished product to reference as you write your plan.

The key benefit of using these templates is that they were created by the SBA. While they may provide less guidance, you can be assured that the information and structure meet their expectations.

Explore: The SBA’s planning guide and free templates

3. SCORE — Planning workbook

SCORE’s template is more like a workbook. It includes exercises after each section to help you get your ideas down and turn them into a structured plan.

The market research worksheets are especially useful. They provide a clear framework for identifying your target market and analyzing competitors from multiple angles. Plus, they give you an easy way to document all the information you’re collecting.

You will likely have to remove the exercises in this template to make it investor-ready. But it can be worth it if you’re struggling to get past a blank page and want a more interactive planning method.

Download: SCORE’s business plan template

4. PandaDoc — A template with fillable forms

PandaDoc’s library offers a variety of industry-specific business plan templates that feature a modern design flair and concise instructions. 

These templates are designed for sharing. They include fillable fields and sections for non-disclosure agreements, which may be necessary when sending a plan to investors.  

But the real benefit is their compatibility with PandaDoc’s platform. Yes, they are free, but if you’re a PandaDoc subscriber, you’ll have far more customization options. 

Out of all their templates, the standard business plan template is the most in-depth. The rest, while still useful, go a bit lighter on guidance in favor of tailoring the plan to a specific industry.

Explore: PandaDoc’s business plan template library  

5. Canva — Pitch with your plan

Canva is a great option for building a visually stunning business plan that can be used as a pitch tool. It offers a diverse array of templates built by their in-house team and the larger creative community, meaning the number of options constantly grows.

You will need to verify that the information in the template you choose matches the standard structure of a traditional business plan. 

You should do this with any template, but it’s especially important with any tool that accepts community submissions. While they are likely reviewed and approved, there may still be errors.

Remember, you can only edit these templates within Canva. Luckily, you only need a free subscription, and you may just miss out on some of the visual assets being used. 

To get the most value, it may be best to create a more traditional planning document and transfer that information into Canva. 

Explore: Canva’s business plan gallery

6. ClickUp — The collaborative template

Out of all the project management tools that offer free business plan templates, ClickUp’s is the most approachable.

Rather than throwing you into all the features and expecting you to figure it out—ClickUp provides a thorough startup guide with resource links, images, and videos explaining how to write a plan using the tool. 

There’s also a completed sample plan (structured like an expanded one-page plan) for you to reference and see how the more traditional document can connect to the product management features. You can set goals, target dates, leave comments, and even assign tasks to someone else on your team. 

These features are limited to the ClickUp platform and will not be useful for everyone. They will likely get in the way of writing a plan you can easily share with lenders or investors. 

But this is a great option if you’re looking for a template that makes internal collaboration more fluid and keeps all your information in one place.

Sign Up: Get a free trial of ClickUp and explore their template library

7. Smartsheet — A wide variety of templates

I’m including Smartsheet’s library of templates on this list because of the sheer number of options they provide. 

They have a simple business plan template, a one-page plan, a fill-in-the-blank template, a plan outline, a plan grading rubric, and even an Excel-built project plan. All are perfectly usable and vary in visual style, depth of instructions, and the available format.

Honestly, the only drawback (which is also the core benefit) is that the amount of templates can be overwhelming. If you’re already uncertain which plan option is right for you, the lengthy list they provide may not provide much clarity.

At the same time, it can be a great resource if you want a one-stop shop to view multiple plan types.

Explore: Smartsheet’s business plan template library  

8. ReferralRock affiliate marketing business plan

I’m adding ReferralRock’s template to this list due to its specificity. 

It’s not your standard business plan template. The plan is tailored with specific sections and guidance around launching an affiliate marketing business. 

Most of the template is dedicated to defining how to choose affiliates, set commissions, create legal agreements, and track performance.

So, if you plan on starting an affiliate marketing business or program, this template will provide more specific guidance. Just know that you will likely need to reference additional resources when writing the non-industry sections of your plan.

Download: ReferralRock affiliate marketing business plan template

Does it matter what business plan template you use?

The short answer is no. As long as the structure is correct, it saves you time, and it helps you write your business plan , then any template will work. 

What it ultimately comes down to, is what sort of value you hope to get from the template. 

• Do you need more guidance? 
• A simple way to structure your plan? 
• An option that works with a specific tool?
• A way to make your plan more visually interesting?

Hopefully, this list has helped you hone in on an option that meets one (or several) of these needs. Still, it may be worth downloading a few of these templates to determine the right fit. 

And really, what matters most is that you spend time writing a business plan . It will help you avoid early mistakes, determine if you have a viable business, and fully consider what it will take to get up and running. 

If you need additional guidance, check out our library of planning resources . We cover everything from plan formats , to how to write a business plan, and even how to use it as a management tool . 

If you don’t want to waste time researching other templates, you can download our one-page or traditional business plan template and jump right into the planning process.

See why 1.2 million entrepreneurs have written their business plans with LivePlan

Kody Wirth is a content writer and SEO specialist for Palo Alto Software—the creator's of Bplans and LivePlan. He has 3+ years experience covering small business topics and runs a part-time content writing service in his spare time.

Table of Contents

• Qualities of a good template
• ReferralRock
• Does the template matter?

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Template Highlights

• Ten sections: Company description, Opportunity, Industry Analysis, Target Market, Management Team, Marketing Strategy, Timeline, Financial Plan, Conclusion. Bonus Appendices section, if you want to get fancy
• Detailed instructions for each section
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Simple business plan template.

Business Plan Template

Executive Summary

Begin with a brief description of your company to give background and context. Tell the reader why you have embarked on this new venture.

Then, move into a description of the opportunity. Explain your project from the broadest to most narrow context. Tell readers what product or service you plan to offer, how it fits into the industry you’ll operate within, who your target customers are, and what you expect from the market in the future. Explain your value proposition, and give an overview of the market.

Briefly describe your management team to help potential investors understand the skills and experience your company brings to the table. Next, move into a description of how your business will operate on a day-to-day basis.

Then, describe how you will promote your new product/service. You don’t need to go into detail here, but you should provide enough information to illustrate the marketing methods you will use and how you will attract new customers.

Describe the cost structure and financial aspects of the business. You’ll need to explain the kind and amount of investment that you need, what you will use the money for, and how you envision your business becoming profitable.

Next, you should move into a description of how you will implement your business plan. How will you roll out your new business? What is the expected timeline?

Finally, close this section with a clear, pithy explanation of your project, why it is needed, and how it will benefit future customers and investors.

HubSpot Tip: Write this section last, after you have written all of the other sections. It should summarize your entire business plan in a page or two (at most).

Company Description

Provide a description of your organization. Include the company’s name, what type of entity it is, who owns it, and note any significant assets.

This is a good place to talk about why you do what you do. What is your company’s mission statement? What are your goals and objectives?

What product or service do you provide? Who are your customers? Do you have a geographic focus? If so, where?

Briefly describe the industry, the opportunities it offers, and the growth it is experiencing.

Note some of your company’s main strengths and briefly explain where you fit into the industry. You will delve more deeply into this later.

HubSpot Tip: Keep this section brief. You will have plenty of time to talk about the details of your company and the business opportunity later in the document.

The Opportunity

Describe the need in the market that your business idea will fill. How did this need arise and why has it not been filled yet?

Explain how you identified the need and how your product/service will meet it.

Describe your products/services here. You can include diagrams or pictures to help illustrate your offering.

You should also include a description of the features and benefits of your product/service to your customer. Consider capturing this in a simple table like the one below.

Product/Service Feature

Benefit to the Customer

HubSpot Tip: Be sure to include your value proposition in this section – describe how your service/product is attractive to customers.

Industry Analysis

In this section, you’ll want to talk about the key environmental trends in your industry. What are the barriers to entry (e.g., high production or marketing costs, tariff barriers, regulatory challenges, extensive training)? How is the industry progressing? What is changing?

Then think about your business’ competitive advantage. Are there other companies providing the same good/service that you will be offering? If so, are customers likely to switch to your product/service? How do you compare with your competitors?

HubSpot Tip: Note the key factors for success in this industry, and show that your company has them.

Target Market Research and Definition

Based on the market research that you previously conducted, provide an explanation of the market in which your business will reside. How big is the market? How fast is it growing? Will your product/service be a major factor in the market?

Define your target customers. Who do you expect to buy your product/service?

You should identify and describe your major competitors in this section, as well.

Identify what defines your product/service in the marketplace. What distinctive competencies or offerings do you offer that other companies do not?

HubSpot Tip: Though you want to mention some competitors, make sure the focus is on your business and how it will serve your target customers.

Management Team & Organization

Your readers will want to know that your team has the skills and qualifications to implement what you have outlined in the business plan. Include brief biographical sketches of your leadership, including the board of directors (if you have one) and any high-level external advisors that your company uses.

Include their educational credentials and a description of the relevant work they have done and accomplishments they have achieved. You can also personalize this section with headshots of your staff to help put faces to the names.

If you have a complicated management structure, consider including an organizational chart like the one shown below. Tailor it to include the names and roles of your leadership team.

HubSpot Tip: You don’t need to include descriptions of every position in the company, just high-level management.

Operations Plan

In this section, describe how you will manage your business and what daily operations will look like. You should cover at least the following topics, and any other relevant information that might be unique to your industry:

• Staffing – How many employees will you have? Where will they be located? What kinds of skills and certifications do they need?

• Infrastructure – What kind of physical space will your company occupy? Describe your business locations. What kinds of technologies will you require?

• Legal Structure – Legal issues are important in every industry. Describe the unique aspects of yours and how you will address them.

• Regulatory – Regulations also play a key role in most businesses. Include a discussion of the regulatory issues faced in your industry and how you will handle them.

• Certifications or Accreditations - Does your company require any special documentation to do business? If so, describe how you’ll attain the required certification or accreditation.

• Product/Service Delivery Process – Describe your business processes. These might include inventory, supply chain, and accounts payable and receivable.

HubSpot Tip: This list is not exhaustive, so be sure to include enough information to help potential investors understand how your business will operate.

Marketing Strategy

Marketing is a crucial to the success of any business. Building on what you described in the Target Market Research and Definition section, define the components of your strategy to market your product/service.

Describe any challenges, including barriers to entering the market. What potential problems do you foresee? How will you address them?

Explain why you have chosen to operate your business in the selected location. Are there cost savings involved in choosing this location? Does it bring you closer to your customer base?

What is your pricing strategy? Explain and provide clear evidence for why the pricing structure you selected will lead customers to buy your products/services and will, at the same time, result in a profit for your business and investors.

Describe your plan for promoting your new business, product, or service. Will you use print, radio, television, or social media? Will you hire a marketing manager?

Be sure to indicate the budget for your marketing strategy and where you will obtain the funding for this important aspect of your business. You may need to employ consultants or an advertising agency – be sure to include these costs.

HubSpot Tip: Consider including a few mockups of your logos, packaging, and even advertisements to give potential investors a preview of your company’s marketing materials.

Implementation Plan And Timeline

Describe the phases in which your business will be rolled out. Indicate which phase you are in currently, and how long it will take to bring your product/service to market.

Consider including a timeline like the one below to illustrate the steps in the process. Customize it with your dates and the specific steps for your business.

HubSpot Tip: While aiming to please potential investors, be sure to set reasonable deadlines that you are able to meet.

Financial Plan

Tell your potential investors the amount of funds you have received thus far and who provided them. How much more funding do you require?

Describe how you will use each part of the funding you are requesting. Investors often feel more comfortable if they know exactly how their money will be used.

Give readers a peek into your company’s projected financial future. Include the following as appendices, but describe them in this section:

• Cash flow projection – An estimate of how much money you expect to flow in and out of your business.

• Capitalization plan – Lists the sources and uses of capital that your business plans to amass.

• Break-even analysis – A determination of what you need to sell in order to cover the costs of doing business.

In addition to the above, you’ll need to include an income statement and balance sheet. Since these could be long and were likely developed in Excel or an accounting software, you should reference them here and include them in an appendix.

You will also want to explain any assumptions that you have made that affect your financial information. Later you will be able to point to these to explain why something may have turned out differently than expected.

HubSpot Tip: This is one of the most important sections of your business proposal. If you are not an expert in finance, be sure to seek assistance from someone who is.

In a few sentences, summarize the main point that you would like the reader to understand about your business. Aim to convince them that they should invest!

Describe the next steps, and give detailed contact information so that they can get in touch with you easily.

HubSpot Tip: This section should incite the reader to act. Make it easy for your potential investors by including in this section all of the information they need to move forward.

Include any supporting documents for the previous sections here. You can reference them in the text and use them to provide additional detail without breaking up the flow of your business plan text.

HubSpot Tip: Some items you could include are: marketing materials, maps of the business location, background research, articles that have been written about the company, and financial documents.

Frequently Asked Questions

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Microsoft 365 Life Hacks > Writing > Writing and Formatting a Successful Business Plan

Writing and Formatting a Successful Business Plan

Whether you’re an experienced business person or a first-time entrepreneur, a business plan presents an important opportunity to showcase your unique business ideas and make a plan for how it will it function and operate.

Because of its importance, it can sometimes appear to be an overwhelming task. However, with some guidance on business plan formatting and a breakdown of the plan’s most essential components, you can make the task more manageable and more easily get started on your own plan—bringing the possibility of your grand opening ever closer.

What Is a Business Plan?

A business plan usually serves either or both of two purposes: Sometimes it’s used to court potential investors in a business. Other times, it sets out guidelines and a strategy for initial members of a business’s team to follow as they get things up and running. In either case, this formal document maps out the purpose, goals, finances, and future plans of a new or existing business.

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Formatting Your Business Plan

Before you get started on writing your business plan, it’s useful to understand the formatting of a typical business plan. Not only will this help you make sure you ultimately deliver the information that potential investors or teammates are expecting, but it will also help you see where you might need to do more research or spend more time.

Typically, all business plans contain each of the following parts:

Executive Summary

Company description, business goals, market and opportunity analysis, competitive analysis, execution plan, marketing plan, financial analysis and projections.

Below, we sum up what these sections entail to help you craft each of them according to your own business’s needs.

Business plans usually open with what’s called an executive summary. Typically taking up no more than about half of a page, this summary should include the most essential information about your business and highlights from the plan that follows, including:

• Your organization’s mission statement
• A description of the products and services your business offers
• The purpose of your business plan
• Any major achievements your business has made so far
• An overview of your business’s financial health

A company description should include both basic information about your organization—its registered name, physical location, and a short history of the company—as well as more detailed info about how your business intends to succeed. In other words, once you’ve touched on the very basics, this is your chance to hook readers of your business plan. To do so, it can be helpful to set the stage for your readers: consider the answers to questions like, “Why did you start this business?”, “What unique problems does your business solve?”, and “What makes your company different from others like it?”

Sometimes referred to as an “objective statement,” this section of your business plan should clearly outline your company’s goals—over both the short and long term. If you’re making an appeal to investors, this is also your chance to include some persuasive writing and describe to them how their investments are critical to helping you meet these goals.

This section requires keen research skills: Bring in all of your knowledge of the market your business is working in to show investors and potential partners where the opportunity lies. Show that you have an understanding of the market’s past, present, and future—and understand the unique risks that businesses in this space face. Additionally, you will want to show what typical types of customers in this market are like with information on key demographics and customer behaviors that your business will market itself to.

Moving past the broad view of the overall market, your business plan should include an analysis of the business models or examples of your closest competitors in the space. Showing how these other organizations operate, how they’ve fared over their histories, and how they market themselves to customers can help you make the case for how your business will do these things both differently and successfully.

The execution plan section should provide a window into how your business will operate behind the scenes: How will you and your employees be organized? Who will handle what tasks? Why are they the right people to do so? Answer these questions by providing thorough details on who will be doing the work and how they will be structured while getting it done.

Every business needs to have a plan on how they position and promote their offerings, as well as attract and retain customers. With this section of your business plan, explain to potential stakeholders and financiers what your initial marketing strategy is and how it will change and scale over time.

Especially for business owners seeking additional financing and investment, the financial portion of your business plan is critical in showing how your business has generated and managed income, plus deliver insight into how it will continue doing so.

This section should include a breakdown of your organization’s sales, expenses, and profits. If you’re applying for a loan or seeking investment, include an overview of what your company’s financials would look like over the next period of years if you were to receive that financial backing. In addition, you should outline a clear plan for how and when you will pay back these creditors.

Crafting a Business Plan That Succeeds

While the particulars of every business plan will be different, there are some aspects that should be common to all business plans:

• Be Concise: The writing in a business plan needs to be persuasive for its intended audience, but it needs to do so efficiently. Use clear and concise writing that communicates your ideas and plans effectively.
• Use Data for Support: Even if your writing is persuasive, it won’t be as effective as it can be without relevant data and hard numbers that back up your insights.
• Get Rid of Errors: In most cases, your audience is only going to read your business plan once. Make sure you present a tidy image of your business through your business plan writing by catching and fixing all of your typos and grammatical errors. Use a digital writing assistant like Microsoft Editor to help spot these mistakes, along with any slips in the formal tone that a business plan requires.
• Keep It Real: Avoid exaggeration, whether it’s in your sales projections, market opportunity, or elsewhere.

Creating a successful business plan requires pulling together a lot of disparate information, which takes a diverse set of skills to pull off. Whether you’re new to new businesses or this is just your latest and greatest project, this can always be a tall order.

Make it easier on yourself by using all of the tools you have at your disposal to help. In addition to the guidelines above, explore a wide range of business plan templates available from Microsoft 365, including everything from complete business plans to individual components like revenue forecasts .

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10 Free Business Plan Templates in Word, Excel, & ClickUp

Praburam Srinivasan

Growth Marketing Manager

February 13, 2024

Turning your vision into a clear and coherent business plan can be confusing and tough. 

Hours of brainstorming and facing an intimidating blank page can raise more questions than answers. Are you covering everything? What should go where? How do you keep each section thorough but brief?

If these questions have kept you up at night and slowed your progress, know you’re not alone. That’s why we’ve put together the top 10 business plan templates in Word, Excel, and ClickUp—to provide answers, clarity, and a structured framework to work with. This way, you’re sure to capture all the relevant information without wasting time. 

And the best part? Business planning becomes a little less “ugh!” and a lot more “aha!” 🤩

What is a Business Plan Template?

What makes a good business plan template, 1. clickup business plan template, 2. clickup sales plan template, 3. clickup business development action plan template, 4. clickup business roadmap template, 5. clickup business continuity plan template, 6. clickup lean business plan template, 7. clickup small business action plan template, 8. clickup strategic business roadmap template , 9. microsoft word business plan template by microsoft, 10. excel business plan template by vertex42.

A business plan template is a structured framework for entrepreneurs and business executives who want to create business plans. It comes with pre-arranged sections and headings that cover key elements like the executive summary , business overview, target customers, unique value proposition, marketing plans, and financial statements.  

A good business plan template helps with thorough planning, clear documentation, and practical implementation. Here’s what to look for:

• Comprehensive structure: A good template comes with all the relevant sections to outline a business strategy, such as executive summary, market research and analysis, and financial projections 
• Clarity and guidance: A good template is easy to follow. It has brief instructions or prompts for each section, guiding you to think deeply about your business and ensuring you don’t skip important details
• Clean design: Aesthetics matter. Choose a template that’s not just functional but also professionally designed. This ensures your plan is presentable to stakeholders, partners, and potential investors
• Flexibility : Your template should easily accommodate changes without hassle, like adding or removing sections, changing content and style, and rearranging parts 🛠️ 

While a template provides the structure, it’s the information you feed it that brings it to life. These pointers will help you pick a template that aligns with your business needs and clearly showcases your vision.

10 Business Plan Templates to Use in 2024

Preparing for business success in 2024 (and beyond) requires a comprehensive and organized business plan. We’ve handpicked the best templates to help you guide your team, attract investors, and secure funding. Let’s check them out.

If you’re looking to replace a traditional business plan document, then ClickUp’s Business Plan Template is for you!

This one-page business plan template, designed in ClickUp Docs , is neatly broken down into the following sections:

• Company description : Overview, mission, vision, and team
• Market analysis : Problem, solution, target market, competition, and competitive advantage
• Sales and marketing strategy : Products/services and marketing channels
• Operational plan : Location and facilities, equipment and tools, manpower, and financial forecasts
• Milestones and metrics: Targets and KPIs

Customize the template with your company logo and contact details, and easily navigate to different sections using the collapsible table of contents. The mini prompts under each section guide you on what to include—with suggestions on how to present the data (e.g., bullet lists, pictures, charts, and tables). 

You can share the document with anyone via URL and collaborate in real time. And when the business plan is ready, you have the option to print it or export it to PDF, HTML, or Markdown.

But that’s not all. This template is equipped with basic and enterprise project management features to streamline the business plan creation process . The Topics List view has a list of all the different sections and subsections of the template and allows you to assign it to a team member, set a due date, and attach relevant documents and references.

Switch from List to Board view to track and update task statuses according to the following: To Do, In Progress, Needs Revision, and Complete. 

This template is a comprehensive toolkit for documenting the different sections of your business plan and streamlining the creation process to ensure it’s completed on time. 🗓️

If you’re looking for a tool to kickstart or update your sales plan, ClickUp’s Sales Plan Template has got you covered. This sales plan template features a project summary list with tasks to help you craft a comprehensive and effective sales strategy. Some of these tasks include:

• Determine sales objectives and goals
• Draft positioning statement
• Perform competitive analysis
• Draft ideal customer persona
• Create a lead generation strategy

Assign each task to a specific individual or team, set priority levels , and add due dates. Specify what section of the sales plan each task belongs to (e.g., executive summary, revenue goals, team structure, etc.), deliverable type (such as document, task, or meeting), and approval state (like pending, needs revisions, and approved).

And in ClickUp style, you can switch to multiple views: List for a list of all tasks, Board for visual task management, Timeline for an overview of task durations, and Gantt to get a view of task dependencies. 

This simple business plan template is perfect for any type of business looking to create a winning sales strategy while clarifying team roles and keeping tasks organized. ✨

Thinking about scaling your business’s reach and operations but unsure where or how to start? It can be overwhelming, no doubt—you need a clear vision, measurable goals, and an actionable plan that every member of your team can rally behind. 

Thankfully, ClickUp’s Business Development Action Plan Template is designed to use automations to simplify this process so every step toward your business growth is clear, trackable, and actionable.

Start by assessing your current situation and deciding on your main growth goal. Are you aiming to increase revenue, tap into new markets, or introduce new products or services? With ClickUp Whiteboards or Docs, brainstorm and collaborate with your team on this decision.

Set and track your short- and long-term growth goals with ClickUp’s Goals , break them down into smaller targets, and assign these targets to team members, complete with due dates. Add these targets to a new ClickUp Dashboard to track real-time progress and celebrate small wins. 🎉

Whether you’re a startup or small business owner looking to hit your next major milestone or an established business exploring new avenues, this template keeps your team aligned, engaged, and informed every step of the way.

ClickUp’s Business Roadmap Template is your go-to for mapping out major strategies and initiatives in areas like revenue growth, brand awareness, community engagement, and customer satisfaction. 

Use the List view to populate tasks under each initiative. With Custom Fields, you can capture which business category (e.g., Product, Operations, Sales & Marketing, etc.) tasks fall under and which quarter they’re slated for. You can also link to relevant documents and resources and evaluate tasks by effort and impact to ensure the most critical tasks get the attention they deserve. 👀

Depending on your focus, this template provides different views to show just what you need. For example, the All Initiatives per Quarter view lets you focus on what’s ahead by seeing tasks that need completion within a specific quarter. This ensures timely execution and helps in aligning resources effectively for the short term.

This template is ideal for business executives and management teams who need to coordinate multiple short- and long-term initiatives and business strategies.

In business, unexpected threats to operations can arise at any moment. Whether it’s economic turbulence, a global health crisis, or supply chain interruptions, every company needs to be ready. ClickUp’s Business Continuity Plan Template lets you prepare proactively for these unforeseen challenges.

The template organizes tasks into three main categories:

• Priorities: Tasks that need immediate attention
• Continuity coverage: Tasks that must continue despite challenges
• Guiding principles: Resources and protocols to ensure smooth operations

The Board view makes it easy to visualize all the tasks under each of these categories. And the Priorities List sorts tasks by those that are overdue, the upcoming ones, and then the ones due later.

In times of uncertainty, being prepared is your best strategy. This template helps your business not just survive but thrive in challenging situations, keeping your customers, employees, and investors satisfied. 🤝

Looking to execute your business plan the “lean” way? Use ClickUp’s Lean Business Plan Template . It’s designed to help you optimize resource usage and cut unnecessary steps—giving you better results with less effort.

In the Plan Summary List view, list all the tasks that need to get done. Add specific details like who’s doing each task, when it’s due, and which part of the Business Model Canvas (BMC) it falls under. The By Priority view sorts this list based on priorities like Urgent, High, Normal, and Low. This makes it easy to spot the most important tasks and tackle them first.

Additionally, the Board view gives you an overview of task progression from start to finish. And the BMC view rearranges these tasks based on the various BMC components. 

Each task can further be broken down into subtasks and multiple checklists to ensure all related action items are executed. ✔️

This template is an invaluable resource for startups and large enterprises looking to maximize process efficiencies and results in a streamlined and cost-effective way.

The Small Business Action Plan Template by ClickUp is tailor-made for small businesses looking to transform their business ideas and goals into actionable steps and, eventually, into reality. 

It provides a simple and organized framework for creating, assigning, prioritizing, and tracking tasks. And in effect, it ensures that goals are not just set but achieved. Through the native dashboard and goal-setting features, you can monitor task progress and how they move you closer to achieving your goals.

Thanks to ClickUp’s robust communication features like chat, comments, and @mentions, it’s easy to get every team member on the same page and quickly address questions or concerns.

Use this action plan template to hit your business goals by streamlining your internal processes and aligning team efforts.

For larger businesses and scaling enterprises, getting different departments to work together toward a big goal can be challenging. The ClickUp Strategic Business Roadmap Template makes it easier by giving you a clear plan to follow.

This template is packaged in a folder and split into different lists for each department in your business, like Sales, Product, Marketing, and Enablement. This way, every team can focus on their tasks while collectively contributing to the bigger goal.

There are multiple viewing options available for team members. These include:

• Progress Board: Visualize tasks that are on track, those at risk, and those behind
• Gantt view: Get an overview of project timelines and dependencies
• Team view: See what each team member is working on so you can balance workloads for maximum productivity

While this template may feel overwhelming at first, the getting started guide offers a step-by-step breakdown to help you navigate it with ease. And like all ClickUp templates, you can easily customize it to suit your business needs and preferences.

Microsoft’s 20-page traditional business plan template simplifies the process of drafting comprehensive business plans. It’s made up of different sections, including:

• Executive summary : Highlights, objectives, mission statement, and keys to success
• Description of business: Company ownership and legal structure, hours of operation, products and services, suppliers, financial plans, etc.
• Marketing: Market analysis, market segmentation, competition, and pricing
• Appendix: Start-up expenses, cash flow statements, income statements, sales forecast, milestones, break-even analysis, etc.

The table of contents makes it easy to move to different sections of the document. And the text placeholders under each section provide clarity on the specific details required—making the process easier for users who may not be familiar with certain business terminology.

No business template roundup is complete without an Excel template. This business plan template lets you work on your business financials in Excel. It comes with customizable tables, formulas, and charts to help you look at the following areas:

• Highlight charts
• Market analysis
• Start-up assets and expenses
• Sales forecasts
• Profit and loss
• Balance sheet
• Cash flow projections
• Break-even analysis

This Excel template is especially useful when you want to create a clear and visual financial section for your business plan document—an essential element for attracting investors and lenders. However, there might be a steep learning curve to using this template if you’re not familiar with business financial planning and using Excel.

Try a Free Business Plan Template in ClickUp

Launching and running a successful business requires a well-thought-out and carefully crafted business plan. However, the business planning process doesn’t have to be complicated, boring, or take up too much time. Use any of the above 10 free business plan formats to simplify and speed up the process.

ClickUp templates go beyond offering a solid foundation to build your business plans. They come with extensive project management features to turn your vision into reality. And that’s not all— ClickUp’s template library offers over 1,000 additional templates to help manage various aspects of your business, from decision-making to product development to resource management .

Sign up for ClickUp’s Free Forever Plan today to fast-track your business’s growth! 🏆

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Business Plan Template

Use this free Business Plan Template for Word to manage your projects better.

To start your business journey on the right foot, download our free business plan template and break down your business goals into actionable components.

Before you can start your business, you need to find your niche, seek financial backing and create a business plan to bring your idea to fruition. Our free business plan template will guide you through every step of the way. But first, let’s quickly define what a business plan is.

What Is a Business Plan?

A business plan is a document that explains how a business will operate and establish itself in the market to generate profits. Business plans are usually created before a new business starts, to make sure there are no loose ends that could affect its profitability or ability to operate. They can also be created for business improvement purposes.

Business plans are also crucial for raising funds for new business ventures, as they’re used to provide the key details an investor should know to determine whether or not a business is a sound investment.

What Is a Business Plan Template?

Our business plan template outlines the business, product or service that you want to launch. It also details the market you’re targeting, the goals and objectives of the venture and how you propose to achieve them.

The business plan is one of the three pillars that any new idea must stand on to be successful. The other two are a marketing plan and a financial plan. These will be touched upon in part within the business plan template and included in full as supporting documents.

What Should Be Included In a Business Plan Template?

Business plans vary from one organization to another. However, there are key elements that any business plan should have to provide a clear picture of a business, especially if you’re creating a business plan to request funding from investors. Here’s an outline that includes some of the most fundamental aspects to add to your business plans.

• Executive summary
• Company description
• Market analysis
• Marketing & sales strategy
• Operational plan
• Financial projections
• Organizational structure and management
• Legal structure

While you can decide how thorough you want your business plan to be, you’ll want to provide as many details as possible. A detailed business plan can reveal significant flaws in your business model. Business planning flaws such as ignoring industry trends can cost your company money, or could even lead to bankruptcy, so it’s important that you take your time when making a business plan.

How to Use This Free Business Plan Template

Now, let’s dive into each of those sections to have a better idea of how to use this business plan template for Word.

Executive Summary

Here’s where you lay out your idea. Your executive summary is the elevator pitch, something that encapsulates your business plan contents in just one page or a couple of paragraphs.

The main purpose of your executive summary is to highlight the key elements from your business plan thatyou wish to communicate to investors or stakeholders such as the market opportunity, an overview of how you’ll manage the venture, competitive advantages, key aspects of the company background, etc.

Company Description

This section explains what your company does and what it intends to achieve.

• Mission statement: The mission statement is a short action declaration that explains the purpose of your business and what it does. It should be one or two sentences long.
• Vision statement: The vision statement is similar to your mission statement in terms of length, but the vision statement states the future goals of the organization.
• Value proposition: The value proposition explains how your company will offer value to customers in a unique way that differentiates it from the competition.
• Core values: The core values are the guiding principles that shape your company’s organizational culture, such as integrity, innovation and collaboration.

Market Analysis

This section should explain to readers how your company intends to compete and position itself in a particular market. To do so, you should include the following:

• Industry analysis: Provide an overview of your business industry. Briefly explain if there are any current trends that might affect your business, either positively or negatively, such as new competitors, new technologies or any other changes. You should include statistics to explain how your industry has grown over the years to convince stakeholders of its value.
• Target market: The target market section should explain the ideal customer for your products. Your marketing activities will be focused on this type of customer, so it should be the most profitable customer to serve. You can easily express what your target market is by creating buyer personas.
• Direct competitors: Direct competitors are businesses that offer exactly the same type of product you do and also serve the same target market. For this reason, you should use your unique value proposition to differentiate from them. Think about two different brands of soda. They offer the exact same product to the same market, at the same place.
• Indirect competitors: Indirect competitors are businesses that offer substitute products to your target market, which means they don’t offer the same product as you do, but their product could also be used to satisfy the same customer need. Now think about butter and margarine. While the product isn’t exactly the same, it can be purchased by customers to satisfy the same need.
• SWOT analysis: SWOT stands for strengths, weaknesses, opportunities and threats. A SWOT analysis is a very important part of a business plan because it allows you to do a quick assessment of your current competitive position by looking at the internal strengths and weaknesses of your business while also considering any opportunities and threats from the external environment, such as the risk of new competitors or the opportunity of an underserved market.

Marketing & Sales Strategy

The purpose of this section is to explain how your company will market the product to your customers. It uses the 4 Ps of marketing as the guiding principle.

• Product: Explain what your product is, how it works and how it’s meant to be used. Also, explain some of the main attributes or features that make it superior to other products on the market. This can be anything such as lower production costs , durability or ease of use.
• Price: Pricing is an important part of your marketing strategy. Use this template to indicate your estimated profit margin along with a general description of the expected costs.
• Place: Place simply refers to two main things. Your sales channels, which are the methods you use to sell your product, such as online e-commerce platforms or brick-and-mortar locations and your distribution channels, which are the methods of transportation you’ll use to bring your product from the production line to the final customer.
• Promotion: Use this section to explain the various methods you’ll use to advertise your product, such as websites, social media platforms or traditional methods such as TV, newspaper or radio ads.

Operational Plan

This section should provide a quick overview of how your business will operate by outlining the following areas:

• Day-to-day operations: Briefly explain how your business will serve customers or manufacture products. The goal is to provide a quick overview of the daily operations of your business for stakeholders and investors.
• Supply chain: Every business needs to purchase raw materials, parts and components to deliver products or services to its target market. Use this section to explain the key steps in your supply chain , and who are your key suppliers.
• Permits and regulatory compliance: Use this section to list any permits or regulatory compliance standards your products should meet, if any.

Financial Projections

Use this section to attach any financial documents you might have. If you’re starting a new business you can use financial forecasts. Here are some of the financial documents you can include.

• Income statements
• Balance sheets
• Cash flow statements
• Capital expenditure budgets
• Cost forecasts
• Gross profit projections
• Profit & loss statement
• Projected balance sheet

In addition to these documents, it’s advisable to include an exit strategy. The exit strategy is a contingency plan that’s executed to minimize losses for investors and business owners in the event of bankruptcy or if the business must be terminated at some point. Use this section to briefly explain how you’d execute your exit strategy.

Management Team and Key Personnel

It helps to build confidence and give investors a sense of the risk they’re dealing with if you can provide profiles of your executive and management team. In fact, anyone who will be instrumental in executing the business plan should be included. Their skills and experience can go a long way to realizing your business plan.

Legal Structure

Last but not least, use this section to explain whether your business is a sole proprietorship, partnership, corporation or any other type of legal structure.

While you can decide how thorough you want your business plan to be, the more details you provide the better, as a detailed business plan can reveal significant flaws in your business model. Business planning flaws such as ignoring industry trends can cost your company money, or could even lead to bankruptcy, so it’s important that you take your time when making a business plan.

Why Should You Use a Business Plan Template?

The main reason for a business plan template is to show off your idea in the best possible way to attract investors by collecting the points that show why your business, product or service is viable.

The other reason is that nothing is possible without a plan. Launching a new business, product or service is a project, and a project without a plan is like a boat without a rudder. It might not sink, but it’s unlikely to get where you want it to go.

There are more detailed reasons to take the time and effort required to fill in our business plan template. For example, a bank and investors won’t let you in the door without a business plan. The same is true for any potential partners.

On top of that, the template provides broad strokes as to how to implement your idea . This is vitally important if you sway your investors and need to make the plan a reality.

Once you have investors on board, you need to turn your business plan into a viable project. Project management software like ProjectManager can help. Our Gantt charts can organize tasks, track costs, allocate resources and more. Plus, live dashboards give you a high-level view of performance to catch issues before they become problems. With project management software, you can plan, track and report on everything that matters. We’ll help you make your business plan a successful venture.

When Should You Use This Free Business Plan Template for Word?

You should use a business plan template when you’re getting ready to shop your idea for the bank, investors or a partner. Before using our template, you’ll want to have done all the necessary due diligence.

In other words, once you have an idea for the business, product or service, you need to do market research to see where it fits in the larger commercial landscape. Then, you’ll need to figure out how much capital you’ll need to realize the idea.

Once you have all the work done for your proposal, then you can start the process of filling in the business plan template. The more thorough your preparation, the more convincing your plan and the more likely you’ll get it off the ground.

Who Should Use This Free Business Plan Template for Word?

Anyone who is planning to run a business needs to use our business plan template. It’s your roadmap  and provides you with a plan forward by outlining objectives, establishing priorities and more.

You’ll also need this business plan template if you already have an established business and are looking for buyers to sell it to. This is also true if you’re looking to determine the value of your business says for taxes or estate planning.

How to Track the Execution of Your Business Plan With ProjectManager

ProjectManager is award-winning software that helps you organize your plan and execute it more effectively. Once you’ve filled in your business plan template, the real work begins. Our tool helps you create a schedule and manage your resources to successfully deliver your plan.

Gantt Charts to Plan

Use our Gantt chart project view to input your tasks or import the task list from any spreadsheet. You can also use one of the many industry-specific templates loaded into the tool to get you started. Then add durations for your tasks and they’ll populate the timeline side of the Gantt, giving you a full picture of the plan laid out chronologically.

Dashboards to Track Progress

When you execute your plan, you need to monitor its actual progress to make sure you’re on track. Our real-time dashboard collects status updates and automatically monitors your schedule, costs and other vital metrics, displaying them in easy-to-read graphs and charts. This high-level view helps you catch issues before they become problems.

Reports for Your Stakeholders

Keeping executives and other stakeholders in the loop is important. One-click reporting makes it simple to get data on the performance of your plan as it’s executed and then share those reports. They can even be filtered to give stakeholders the only information they want.

There’s so much more that ProjectManager does to make sure your plan is a success. From unlimited file storage to resource and team management, we allow you to make your business plan and implement it successfully.

What Other Free Excel Templates Can Help You Build a Business Plan?

Our business plan template collects a lot of information, but in order to have a thought-through plan, you’ll want to use some of the other free project management templates we have free on our website.

Project Charter Template

For your plan to work, you need to have a project charter. Our free project charter template helps you figure out the scope of your project, identify objectives and deliverables and even start figuring out the tasks, resources and costs for the work to come.

Statement of Work Template

The statement of work outlines the course of your project plan, including activities, deliverables and the timetable. It defines these essential components of any plan and acts as the first step in your journey to creating a project plan. The free statement of work (SOW) template lays it all out for you.

Project Proposal Template

Before the plan comes the proposal. It’s the pitch to get your project approved so you can then create a plan. The free project proposal template sets the stage and all you have to do is add the details. When approved you have already made the first step towards a plan, which makes it that much easier.

Related Business Planning Resources

If you’re looking for more information about business and planning, then check out the resources page on our website. We have tutorial videos, blog posts and guides that address every aspect of project management. Here are just a few relevant articles.

• 15 Free Word and Excel Templates for Business 
• Strategic Planning in Business
• Why You Need a Reliable Business Continuity Plan
• How to Choose a Project Planner That’s Right for You

ProjectManager is an online tool that gives you real-time data to make better decisions when managing your project. Organize your teams, help them collaborate and drive your project more efficiently to a successful end. Join the tens of thousands of teams that already use ProjectManager and take your free 30-day trial today.

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25+ Simple Business Plan Templates for Word for Startups + Funding 2024

Business plans are like road maps: it’s possible to travel without one, but that will only increase the odds of getting lost along the way.

A business plan is a 20-30 page document that outlines how you will achieve your business objectives and includes information about your product, marketing strategies, and finances. You should create one when you’re starting a new business and keep updating it as your business grows.

Sometimes, the prospect of cobbling together a business plan from scratch is daunting. That’s why templates are the perfect solution in these cases. This roundup of the best Microsoft Word business plan templates gives you plenty of premium and free options to choose from. Read on.

One Subscription: Unlimited Access to Word Templates

Get everything you need to supercharge your Microsoft Word projects. From just $16, get unlimited access to thousands of Word templates and for stationery, reports, invoices, magazines, and so much more.

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Minimal business plan word template.

Minimalism is often considered a sign of professionalism and authority. With this business plan template, you can make sure to include both aspects in your brochure design. It comes with a clean yet stylish page design that suits all types of brands. There are 32 different page layouts included in the template.

Modern Business Plan Template for Word

If you prefer to give a more dark and modern look to your business plan brochure, this Word template is perfect for your business. It includes 56 different page layouts with professionally crafted designs. The template is available in Word, InDesign, and Apple Pages formats.

Multipurpose Business Plan Template Word & InDesign

This Word business plan template features a creative design across all of its pages. There are 64 different pages for you to choose from. And it comes in A4 and US Letter sizes as well. You can easily edit the template using MS Word or InDesign.

Simple Business Plan Template for MS Word

You can use this Word template to create a simple and basic business plan document with ease. It includes 4 different page layouts that allow you to create a short and concise business plan. It comes in InDesign and Word formats.

Clean Business Plan Template for Word

This template features a clean and modern design that’s perfect for the business plan of a startup company. It offers 16 unique pages customizable in Microsoft Word and Adobe InDesign. This business plan template Word DOC works well for nearly all kinds of businesses.

MS Word Business Plan Template

This is a solid choice for anyone looking to hunt down the best Microsoft Word business plan templates. It features 20 meticulously designed pages in A4 size, free fonts, and a help file. Use this template to create an impressive business plan.

Simple Business Plan Template Word DOC

Print ready and fully customizable, this business plan template comes with 52 pages of remarkable design. This completely layered template is compatible with Microsoft Word and Adobe InDesign and will make you skate through the tedious task of editing.

Microsoft Word Business Plan Template

If you’re looking for a minimal, and strictly professional business plan template for Word, the above-featured product is an excellent contender for your cash. It will help state your company’s ambitions, strategies, timelines, and finances in the best way possible.

Business Plan Template for Word

Print ready and fully editable, this brochure template includes 28 pages of extraordinary design. It’s Microsoft Word-friendly and completely layered to make your work life a lot easier. So kick-start 2020 with this efficient corporate brochure template.

Create your own opportunities with this awesome business plan template. Originally designed with Adobe InDesign, this template also comes in the latest versions available for Microsoft Word.

Need a creative corporate business plan template? Then check out this next print template created in Adobe InDesign. A special Microsoft Word file has also been included for quick updates. Get 36 custom pages and a premade cover layout.

Professional Business Plan Template for Word

Use this template to prepare a detailed business plan for your startup and probably land funding. It features a modern, and eye-catching design that can be personalized to your branding and aesthetics. You’ll have a difficult time finding free business plan templates for Word with quality this good.

Elegant Business Plan Template Word DOC

If you really want to make a good impression on potential investors, you should take a closer look at this MS Word business plan template. It offers 28 custom pages in A4 size, CMYL color space, free fonts, and more. Try it out, or add it to your shortlist at the very least.

Minimalistic Business Plan Template for Word

This clean, sophisticated design includes 36 pages for you to customize in any way you like. The creative business plan template also includes files for Microsoft Word, for your convenience.

This clean and professional template will help you craft amazing opportunities for your business. Enjoy the stylish design which features a grid-based layout and only free fonts. Invoice and letterhead templates are also included for a well-rounded brand package.

Take control of your business dreams with this professional business plan. Available in both Adobe InDesign and Microsoft Word formats, this brochure features A4 and US Letter sizes with 16 custom pages. Just drag and drop your photos and information to get started.

Enjoy three stunning yet simple color schemes with this next business plan template. This no-hassle design includes a minimalist theme perfect for beginners. Break down your expense reports, project descriptions and more with one helpful set.

Writing your business plans takes up enough time and energy. So cut your worries in half with a professionally designed template you can customize to your needs. This helpful resource comes with fully layered documents and a custom cover design for a fast turnaround.

Highlight your company’s finances with this extraordinary brochure. This template features 22 custom pages designed with intriguing layout options. Enjoy the trendy design with beautiful colors you can update yourself. Check it out!

This professional template includes 16 pages originally designed with Microsoft Word. Describe your company’s strategy, projections, and services with an effective template available in seven color samples.

Get started on your next creative project with this minimalist proposal template. Designed for entrepreneurs and business professionals, this template features 24 fully layered pages in high-resolution formats. Easily access text and paragraph styles for a custom look!

Free Business Plan Templates For Word

Free business plan template for word.

This free business plan template is ideal for making a very basic brochure to showcase your business plan. It’s made with advertising agencies in mind. The template is available in MS Word, Apple Pages, and Google Docs formats.

Free Simple Business Plan Word Template

You can make a simple business plan brochure for a small business using this free Word template. It includes all the main page layouts you’ll need to cover the important aspects of your business plan.

Free Commercial Contractor Business Plan Template Word

This free business plan template is designed with commercial contractors in mind. It includes several useful page layouts with easily editable designs. The template comes in Word, Google Docs, and Apple Pages formats.

Use this professional services business plan template to help you create a solid plan. This business planning template tells the story of your business’s vision and how you expect to achieve success. Use this professionally written business plan template to clarify your plan and to share with it your team, outside investors, and future leaders.

Define and communicate the vision for your business with this business plan template for Word. This business plan template includes guidance on what makes a great plan using a new coffee shop as an example. Fill in this simple business plan template with the details of your business for a stunning plan you can present to your stakeholders and potential clients.

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

Download this 40-page MS Word Business Plan template and 10 free Excel spreadsheets  to write your next business plan. Includes sample guidelines and interactive spreadsheets.

Sections include Marketing Plan, Market Analysis, SWOT Analysis, Sales Forecast, Development Plan, Operational Plan, Financial Plan, 12-Month Profit & Loss, Projected Cash Flow, Balance Sheet, Break-Even Analysis, Personal Financial Statement, and Exit Strategy.

Download Now for only $19.99 – Buy Here!

Business Plan Template: Blue Theme

Business plan template: red theme.

You get two templates in the zip file. One blue theme, the other red. The red theme of the MS Word template has the exact same content as the blue theme. You can change the color scheme by updating the styles.

NB: Let me know if you need any help with this.

Executive Summary

Products and Services

Customer Demographics

Competitive Analysis

SWOT Analysis

Sales Forecast

Operational Plan

12 Month Profit & Loss Projection

Projected Cash Flow

Balance Sheet

Break-even Analysis

Business Plan: Free Excel Templates

Some of the Excel spreadsheets include a Balance Sheet, Break-even Analysis, Cash Flow, Competitive Analysis, General Demographic Profile, Personal Financial Statement, Profit and Loss Projections, and Sales Forecast.

Table of Contents

1 Executive Summary 2 Company Description 2.1 Mission Statement 2.2 History 2.3 Markets and Products 2.4 Objectives 2.5 Current Situation

3 Products and Services 3.1 Description of Products/Services 3.2 Production Process 3.3 Distribution/Service Delivery 3.4 New Products

4 Marketing Plan 4.1 Market Analysis 4.1.1 Research Findings 4.1.2 Growth Projections 4.2 Market Trends 4.3 Product 4.4 Customer Demographics 4.5 Competition 4.6 SWOT Analysis 4.7 Marketing Strategy 4.7.1 Positioning 4.7.2 Promotion 4.8 Price Comparison 4.9 Customer Service Plans 4.9.1 Retaining Customers 4.9.2 Customer Complaint Handling 4.10 Sales Forecast

5 Development Plan 5.1 Current Status 5.2 Development Plans 5.3 Development Timetable 5.4 Development Risks

6 Operational Plan 6.1 Current Premises 6.2 Current Premises Financial Details 6.3 Equipment, Vehicles & Fittings 6.4 Insurance Details 6.5 Production 6.6 Future Location 6.7 Legal Environment 6.8 Personnel 6.9 Inventory 6.10 Suppliers

7 Management and Organization 7.1 Professional and Advisory Support 7.2 Key People Details 7.2.1 Key Person 7.2.2 Key Person 7.2.3 Total Salary Costs 7.2.4 Number of Employees

8 Personal Financial Statement 8.1 Methods of Bank Finance 8.2 Assets as Security 8.3 Repayment for Borrowings

9 Financial Plan 9.1 12-Month Profit and Loss Projection 9.2 Projected Cash Flow 9.3 Opening Day Balance Sheet 9.4 Break-Even Analysis 9.5 Exit Strategy

10 Appendices 10.1 Glossary of Terms

Business Plan Template: Contents & Format

The Business Case templates are in Microsoft Word and Excel format (.doc & .xls).

The template pack includes the following documents:

Product Specifications

File Format : The templates are in  Microsoft Word   (.docx) and  Excel  format (.xlsx).

File Size:  The Download file is 2 MBs.

Opening the Files:  You don’t need any special software to unzip the files. To unzip the files, right click on it, then select Extract , and save it to your computer.

Getting Started:  Depending on your MS Office settings, the files may say Read Only when you open them. If this occurs, click  File ,  Save As  and save the files. There are no security settings on any of the files.

Images:  All of the images in the templates are copyright free.

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Who are your Customers?

Here is a sample list of our  customers .

Since 1998, Klariti provided products and services to Accenture, AIG, Bearing Point, Cap Gemini, Cisco, Disney, Ernst & Young, GE, HBO, IBM, J.P. Morgan, KLM, KPMG, Lehman Brothers, LEVI’S, MacDonalds, Macy’s, Mayo Clinic, McCormick, McGrawHill, MEGA, Mesirow , Mitre, NHL, NTL, OmniVision, Oracle, OshKosh, PennWest Energy, Pepico, Performance Technologies, Philips, PriceWaterhouseCoopers, PV Cycle, Raytheon, Reuters, Roche, Rogers, SAAB, Sabre Holding, Safeway, Sagem Morpho, Sara Lee, Shaw, Shell, Siemens, Sikorsky, Sobeys, SpeakEasy, SunPower, Sydney Opera House, Symantec, TATA, Tetra, ThyssenKrupp, TNT, Toyota, Travellers, TYCO, UC Davis, Verizon, Visteon, Vodafone, Wachovia Securities, Wal Mart, Whirlpool, WIPRO, Zurich.

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I am  here  to help you with any questions. You can contact me directly if you need any helping using these templates.

What file formats do the templates work in?

The files work in  MS Word  97, 2003, 2007, Office 2010, Office 2016, Windows 7, XP, Vista, and  Apple iWork  (if you have Word for Mac), and  Google Docs .

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Business proposal templates

Deliver a powerful business proposal with these business proposal templates. each of these free business proposal templates is fully customizable..

Free business proposal templates

If you’re working on growing your business , use these business proposal templates to speed up the process. Each of these professionally designed business templates will help you sell your products or services and make a good impression. There are a wide variety of business proposal templates to choose from. You can use these templates to generate investor proposals, sales proposals, RFP proposals, project proposals, and more. Each of these business proposal templates is fully customizable, so you can change the text and colors. You can also add your business logo for a branded proposal. Customizing your business proposal is easy­—you don’t need to be a graphic designer to do it. Each of these free business proposal templates can be downloaded, so you can share them online or print them out and distribute them in person. Explore more templates that can help you grow your business, such as marketing asset templates , planners and trackers , and more.