business planner pdf

Free Business Plan Workbook (PDF) for Entrepreneurs

Written by Dave Lavinsky

Are you an aspiring entrepreneur looking to start your own business? Do you have a brilliant business idea but don’t know where to start with planning? Look no further! We are here to help you with our free business planning workbook (PDF) for entrepreneurs. This comprehensive workbook will guide you through the process of developing a solid business plan, which is crucial for the success of any business venture.

The Importance of a Business Plan

A business plan is like a roadmap that outlines your business goals, strategies, and financial projections. It serves as a blueprint for your business and helps you stay focused and organized as you navigate the challenges of starting and running a successful venture. A well-structured business plan is not only essential for securing funding from investors or lenders but also provides you with a clear direction and a solid foundation for making informed decisions for your business.

How Our Business Planning Workbook Can Help

Our free business planning workbook (PDF) is designed to assist entrepreneurs like you in creating a well-structured and comprehensive business plan. This workbook provides step-by-step guidance and exercises to help you gather and organize the necessary information for your business plan. It covers each of the key aspects of business planning, including customer analysis, competitive analysis, marketing strategies, financial projections, and more. Our workbook is easy to use and will save you time and effort in creating a professional business plan that meets the needs of your business.

Get Started with Our Free Business Planning Workbook

Ready to take your business idea to the next level? Download our free business planning workbook (PDF) now and start creating a comprehensive business plan that will set you up for success.

Benefits of Using Our Business Plan Workbook

When it comes to business planning, using our business plan workbook can be a game-changer. It provides a structured approach to developing a comprehensive business plan, ensuring that you cover all the essential elements of a successful plan. Here are some benefits of using our business plan workbook:

• Organized approach: Our business plan workbook provides a step-by-step guide, helping you organize your thoughts and ideas in a systematic manner. It prompts you to think critically about different aspects of your business and ensures that you do not overlook any crucial details.
• Time-saving: Writing a business plan from scratch can be time-consuming, but our business plan workbook streamlines the process by providing pre-designed prompts. This saves you time and effort, allowing you to focus on the content of your plan rather than the formatting.
• Flexibility: Our business plan workbook allows you to customize your plan according to your specific business needs. You can add, remove, or modify sections based on your unique business model, market research, and financial projections.
• Comprehensive coverage: A well-designed business plan workbook like ours covers all the essential elements of a business plan, including market analysis, marketing strategies, financial projections, and more. This ensures that you develop a thorough and well-rounded plan that addresses all aspects of your business.

How to Finish Your Business Plan in 1 Day!

Don’t you wish there was a faster, easier way to finish your business plan?

With Growthink’s Ultimate Business Plan Template you can finish your plan in just 8 hours or less!

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Simple Business Plan Templates

Strategic Plan Template

Focus on the future and keep your company moving forward with Jotform’s Strategic Plan Template. Simply fill in the attached form with your company overview, delve deeper with a SWOT analysis, and finish off by determining your strategic goals, actions, and financial plans. Our fully-customizable template converts submitted information into polished PDFs, which you can download, print, or share instantly.

Single Page Business Plan

Get down to business with a customizable Single-Page Business Plan template from Jotform. Customize your plan in minutes. No coding. Drag and drop to build.

Operational Plan Template

This Operational Plan Sample is structured with important details for your organization. It comes ready to print, but you can simply edit the fields by putting your own organization information.

Marketing Brief Template

Managing a marketing campaign or promotion is a challenging task. You need to have a marketing plan in order to execute the campaign smoothly with the time and budget provided. Creating a Marketing Brief is very beneficial because it summarizes the marketing strategy for a specific campaign.If you are in the advertising agency or part of the marketing department, then this Marketing Creative Brief Template is for you. This well-designed template contains the client information, project information, and the marketing materials that will be used. The project details explain the project title, description, objectives, target audience, budget overview, advertising guidelines, and competitors.

Glamping Business Plan Template

Grab the attention of the investors by using this Glamping Business Plan Template. This business plan is simple yet effective because it contains all the necessary details when building a successful business.

Lean Business Model Canvas Template

See your business from a new perspective with Jotform’s Lean Business Model Canvas Template. Simply fill in a short form with problems your business could solve, how they are currently being solved in the market, and how your company can uniquely work to solve these problems. Our template instantly converts the information into polished PDFs you can download or print for your next big meeting.Our Lean Business Model Canvas Template already looks professional, but you can personalize it further to match your business. Jotform PDF Editor lets you rearrange form fields or add your company logo at the touch of a button! By instantly converting your business model into an accessible PDF format, our Lean Business Model Canvas Template can help you see the bigger picture and determine how to take your business to the next level.

SOP Template

Create a process to organize your employees in managing specific cases or scenarios by using this SOP Template. This template is commonly used in any organization whether it is a small, medium, or large group.

Creative Brief Template

A Creative Brief is used in advertising, branding, and marketing industries. In order to have a strong and outstanding creative campaign, you need to have a game plan to follow. This serves as a guideline that will help in making decisions related to the campaign.This Creative Brief Template PDF discusses the project details like the project name, due date, and project description. The marketing materials that will be used are listed in the document which includes its specifications like the dimension size, the medium that will be used, and the quantity. This is the best Creative Brief Template you can use for your next creative marketing campaign.

Business Model Canvas Template

Our Business Model Canvas Template includes nine segments which are key partners, key activities, value proposition, customer relations, customer segments, key resources, channels, cost structure, and pricing model.

Blog Post Outline Template

Use this Blog Post Outline Template for your blog content in order to get more visitors, followers, shares, and impressions. This template will definitely help your ranking in search engines.

Gym Business Plan Template

Be successful in the gym business that you're building by securing funding or a loan with the help of this Gym Business Plan Template. This PDF can be printed and given to investors or loan applications.

Meeting Minutes Template

Set goals, plan your actions, and update your team members by tracking the team meetings by using this Meeting Minutes Template. This PDF template will surely help the team in terms of planning and productivity.

Memorandum of Understanding Template

Build a harmonious relationship between two or more parties by using this Memorandum of Understanding Template. This template is easy to use and can be customized via the PDF Editor.

Pressure Washing Estimate Template

Create estimates for pressure washing services with the use of web tools. Use this Pressure Washing Estimate PDF template and create instant estimates in PDF format without the trouble of hiring programmers.

Business Hours Template

Announce and let the customers know if your business is open and not by using this Business Hours Template. This PDF template can be customized and personalized by using the PDF Editor.

Scope of Work Template

Establish the responsibilities of the service provider by using this Scope of Work Template. This document will show the list of work and tasks that should be performed by the service provider.

Custom Sales Funnel Plan

Curriculum Vitae

Curriculum Vitae Template will provide you with all the necessary information that you need for your recruitment procedure and automate the job application process of your business.

Preliminary Notice Template

Notify the parties involved like the property owner, hiring party, notifying party, and contractor about the construction project by using this Preliminary Notice Template. This PDF template can be customized if needed via the PDF Editor.

Credit Analysis

Retainer Agreement

Create retainer agreements online. Free, easy-to-customize template. Fill out on any device. Collect e-signatures. Save time with automation tools.

Business Plan Financial Template

Create a business plan financial template with Jotform Sign. Drag and drop to customize. Fill out and e-sign from any smartphone, tablet, or desktop.

Transaction Summary

Code of Conduct Template

Create a professional code of conduct to send to your employees. Can be signed from any smartphone, tablet, or computer. Easy to customize and share. No coding.

About Simple Business Plan Templates

Plans, strategies, roadmaps – Businesses rely on these things to gain perspective on what’s about to happen. Milestones laid down in strategic and careful planning for growth and expansion, visions of where the company’s headed 10 years from now, goals that should meet timelines, all these require a smart, prudent and calculated planning.

Whether you’re a startup, an SMB, or close to a Fortune 500, a solid business plan is crucial. And of course, writing business plans is a huge task. But, what if you needed something that requires input from others though? Say, an online form or a PDF template where responses from your colleagues and managers matter? Well, here’s a collection of PDF templates for business planning.

These are beautifully designed templates, specifically tailored for businesses and companies who don’t know where to start. The hard part was already done and that’s designing the template. These will serve as boilerplates for whatever milestone your business needs. You won’t need to worry on building something from scratch, you just need to focus on the content. Some of these templates will contain or collect executive summaries, opportunities, expectations, execution, financial plans, forecasts, the whole nine yards.

Business plan templates help give a clear vision of what lies ahead. They help you get things organized, planned out, and help you check off items from your to-do list more efficiently.

Frequently Asked Questions

1) what are the seven parts of a business plan.

• Executive summary. This is an overview of your business plan. The executive summary should include your company’s offerings, mission, goals, and projections. Think of it as the elevator pitch for your business plan. If you can’t get investors interested here, it’s unlikely they’ll want to keep reading.
• Company description and history. Describe your business’s legal structure and history in addition to what you do. If you just started this business, you may replace company history with your leadership team’s experience. The purpose of this section is to explain the company structure and build confidence in the people running the company.
• Products and services. Talk about what your company offers, whether that’s products, services, or a combination of the two. Describe your products and services in detail. Explain what makes your offering unique, what your profit margins are, what kind of demand you’re seeing for it, etc.
• Market and competitor research. Investors want to know if there’s demand for your offering. Describe the target market and how your product or service benefits potential customers. Include projections of where the industry is headed over the next few years. Additionally, detail your competitors and how saturated the market is.
• Sales and marketing strategy. This part of the business plan explains how you’ll promote your product. Outline elements such as your ideal customer profile (ICP) as well as your marketing channels, budget, and methods.
• Operations and logistics. Explain how you’ll source materials if you sell products as well as the technology you need to deliver such products and services. Also, provide details about your team, like how many people you’ll need and how you’ll manage employees.
• Financial plan and projections. It’s crucial to prove that your business will be financially viable. For this, you’ll need revenue and expense projections. Many investors want to see sample account statements, balance sheets, and cash flow projections.

2) How do you write a business plan?

Your business plan should be a realistic roadmap that helps you build a successful company. When writing it, take a balanced approach so that you’re not blind to the potential pitfalls and risks. You’ll draft each of the seven sections previously discussed.

Tackling these sections can be overwhelming, so some people like to start with a one-page business plan that includes short paragraphs for each element. Another way to give yourself a head start is by working from a business plan template. Once you have a good start, you can expand each section to make a compelling case for your business.

3) Can I write a business plan myself?

Yes, you can. However, depending on your writing experience and goals, you may want outside help. If the business plan is for internal use with the purpose of improving business functions, you’ll likely be OK tackling it alone. But if you’re trying to secure funding from a bank or investors, a professional business plan writer can give you a leg up.

Even if you decide to do it yourself, have a trusted friend or business mentor review your plan and provide feedback. An objective point of view will help you refine your work.

4) What are the four types of business plans?

• One-page or mini business plan. The one-page option is a great way to improve the focus of your business plan and highlight the essential elements. It can be an effective way to workshop your company’s plan or quickly give others a rundown of your entire business.
• Traditional business plan. The traditional business plan is more in-depth than its one-page counterpart and will be more thorough in each section (often, plans exceed 40 pages). For example, it may contain detailed financials, branding samples, and competitive research documents.
• Business model canvas (BMC). The business model canvas is a more visual representation of your business architecture. It includes sections for infrastructure, offering, customers, finances, etc. Many businesses find the BMC appealing since it can be summarized in a single page.
• Strategic business plan. The strategic business plan can have different purposes, like proving feasibility, discussing planning operations, or projecting growth. It will outline the company’s goals, its strategy for reaching them, and the company structure. The main difference between this and the traditional plan is its focus on specific strategic initiatives.

5) What are the common mistakes in business plans?

• Poor writing. Sloppy writing may suggest that you’re not serious about your business or you lack the needed professionalism.
• Unrealistic expectations. While you should be optimistic about your business, if your financial projections reflect your hopes more than reality, people may hesitate to back your business.
• Lack of supporting documentation. People reviewing your business plan want to see how you back up your claims. You can include research docs, sample financials, and estimates to make your case.
• Failing to define the target audience. For a successful marketing plan, you need to define your target audience. Investors and financial institutions need to see if you’re confident about who you’re selling to.
• Unbalanced. It’s important to lay out the risks and potential upsides. This analysis shows investors that you’re considering the whole picture regarding your business.

These templates are suggested forms only. If you're using a form as a contract, or to gather personal (or personal health) info, or for some other purpose with legal implications, we recommend that you do your homework to ensure you are complying with applicable laws and that you consult an attorney before relying on any particular form.

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FREE Printable Small Business Planner 2021

Do you have dreams of beginning a side hustle or small business but feel overwhelmed with all the start-up tasks you need to do?

Whether you decide to start a small business at home or do work-at-home jobs for extra money, you can get your work organized — and prioritized — with this free printable small business planner.

How Does This Free Business Planner Printable Help You?

~ This article may contain affiliate links. I only suggest product or services I believe will benefit my readers. All opinions are 100% mine! Read the full privacy policy here ~

Research shows that when you keep track of anything, you are more likely to achieve the outcome you are working toward. Writing down your goals and then making a plan toward them each day means your work will have greater impact on a daily basis.

Have you ever tried to lose weight? Or run a race? Maybe pay off debt or save money? The only way you achieve your goal is to think about it daily and take action toward it. You probably had a healthy eating plan, workout plan, race training schedule, or budget for your finances.

The same thing goes for your small business goals. Even if you have a good business plan, you need a way to achieve it.

The key to achieving your big goals in a small business or side hustle is to take small steps toward your BIG goal each day. And to do that, you need to make a deliberate plan and start tracking goals. This free printable for small business planning helps you stay focused on your long term plan while taking daily steps toward it .

How Planning Ahead Helps Your Small Business Grow

Before you can really get started with your business planning, set a goal for your first 3 months .

(There is an excellent book called the 12 week year that explains how you can get more done by setting big goals in smaller chunks through out the year. Having that smaller time frame makes pursuing your goals feel more achievable.

It’s important to choose a project that is achievable and measurable. Try thinking of something that feels a little out of your comfort zone … but not completely out of reach. Something that is related to experience you have had in your business and an area you could stretch.

For example, over the next 3 months it would be impossible for me to become a country music singer. I would need serious music lessons that would take longer than 3 months to prepare me to sing in front of anyone! And it’s not related to my business at all!

However, creating a goal to make an extra $1,000 per month in my business is a great goal. It’s measurable and achievable. I can think of several ways to create more income, and it would take about 3 months’ worth of work to hit that number.

Some Project Ideas for Big Goals

• Landing a higher paying side hustle
• Signing 4 new clients in my service based business
• Starting a new side hustle
• Building a team of 4 in my network marketing business
• Developing a new product
• Growing my email list to 1000 subscribers
• Growing my social media to 1000 followers

What’ll yours be?

How to Use This Free Business Planner Printable to Stay on Track

Now that you have a 3 month goal in mind, our free small business management planner includes a place to record your BIG goal along with monthly steps to reach your goal. Then, you can break down your steps into smaller weekly actions that will push you to stay focused every day .

One of the best benefits of this printable is that it’s a visual cue to not lose sight of your business plan. (This is why I like having a printable planner rather than using a goal setting app or business plan software.) Using the printable template, update your goals each week. Keep your weekly business plan somewhere highly visible so you have to look at it every day.

Then, as you plan your days, break down your weekly goal into 3 actionable daily steps that will help move you toward accomplishing your project.

Our lives are very full. We all have things that pull our attention away from our business — whether it is work, family, friends, or just life in general. Make your daily 3 count! These are the non-negotiable things you will do each day to work on your business.

When you try to include more than 3 priorities on your “to do list,” things eventually fall apart. Usually it’s because you don’t have enough time to do all the things you want to do, and more than 3 means that your BIG goal isn’t specific enough.

Remember, we want you to stretch but we also want you to make a real impact in your business !

This planner includes:

• Monthly Goal Setting
• Weekly Goal Setting
• Monthly Income Tracker
• Monthly Expenses Tracker

Not sure what side hustle you want to start? Take the FREE Side Hustle Quiz so you can get started creating a life you love! 

Tracking Income With a Business Planner

Our monthly income tracker sheet is designed to help you keep track of how much money you’re actually making each month.

One of the things I’ve noticed working in small business is that I didn’t keep track of how many hours I was working on a project. So even if I made $100, I wasn’t sure if it was a good income for the amount of time I invested into the project.

Let’s say the project took 10 hours to create — that means I was working for $10 an hour.

Small business owners should be making about $25 per hour because of things like taking out taxes, paying for your own health insurance, covering your materials, etc. So $10 an hour isn’t great!

Keeping track of your income can help you earn more money when you analyze how much you are working, your expenses, and the pay.

One other key item on the monthly income tracking sheet is the “paid” column. It’s important to keep track of who has paid you and who hasn’t. This will help you determine who you want to work with again in the future … the ones who pay on time. And you can keep track of who you need to collect payments. Again, this is a benefit of using a printable planner rather than relying only on accounting software to keep tabs on your net income .

Tracking Expenses With a Business Planner

Our monthly expense tracking sheet is a great way to get insight into your spending habits.

You can see things like…

• ways you can save money on business expenses
• how much you are actually making after expenses

If you are making $1,000 per month but your business expenses are $800, you may want to re-evaluate your business plan. $200 in profit may not be worth the effort depending on how much time you invested in the project .

Tips for Small Business Owners

Get really clear about what you want to achieve with your business, and make it a daily habit to go after it.

It’s never too late to start creating goals for your business. We often think our goals should start in January, but really, goal tracking can start any time.

When I started tracking specific goals in my business, I saw those areas grow! I was amazed that simply focusing on the thing that I wanted to happen helped me to get where I wanted to be.

I hope this side hustle planner helps you get started with growing your income!

Download the FREE small business planner printable

Do you run a small business or have a side hustle?

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Working for Appen

I can’t seem to download the planner. It goes to Dropbox and then it says the page I am looking for does not exist. Can you please help?

I’m not able to download it either

I really enjoyed reading this i just started my side hustle and I don’t really read blogs or anything. I was needing inspiration and wanted to start the new year fresh and organized so i was looking for a planner. This one caught my eye and just reading the blog made me more interested. Thank you for that!

For some reason i couldn’t download the planner

I’m an ebay reseller and this planner looks like it would be perfect for me but the link is broken. Can you fix it, please? Thanks!

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Simple Business Plan Template for Word, PDF

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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
• Add new sections or delete unnecessary ones -- the template is your oyster
• Make it yours with your logo and branding
• Download it as a PDF or Word file
• Print it, email it, send it by carrier pigeon if that's your jam

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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

How do i write a simple business plan, is this template free, can i edit this template, related tags:.

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Any person who runs their own business or communicates with investors and employees and has a lot of significant work should know the importance of planning. A well-designed, conveniently structured, and easy-to-understand plan will make any work much easier. Moreover, it will add motivation in achieving any goals, as well as help you become much more effective in both personal and business areas of life. That is why we have created a new category where everyone can select the proper business planner template for themselves.

Our professional designers with extensive experience in this field know exactly what you may need to operate with maximum comfort on any of your plans. We have highly specialized options that are suitable for task distribution, organizing business meetings, and adaptive options that you can use in any area of ​​life. With such a wide variety of templates from our company, their built-in toolkit, and other advantages of our platform, you will be able to achieve the desired result in any endeavor.

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Free Small Business Plan Templates and Examples

By Kate Eby | April 27, 2022

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We’ve compiled the most useful collection of free small business plan templates for entrepreneurs, project managers, development teams, investors, and other stakeholders, as well as a list of useful tips for filling out a small business template.

Included on this page, you’ll find a simple small business template and a one-page small business plan template . You can also download a fill-in-the-blank small business plan template , and a sample small business plan template to get started.

Small Business Plan Template

Download Small Business Plan Template Microsoft Word | Adobe PDF | Google Docs  

Use this small business plan template to identify trends and demographics in the company overview. Highlight how your product or service uniquely benefits consumers in the offerings section, and note your proposed timeline, milestones, and the key performance metrics (KPIs) you will use to measure your success. This template has all the components of a standard business plan, from the executive summary through financing details.

Small Business Plan Sample Template

Download Small Business Plan Sample Microsoft Word | Adobe PDF | Google Docs  

Use this small business plan sample template to draft the subsections and headings of the contents of your plan. This template provides editable sample text that shows you how to organize and create a ready-to-be-implemented business plan. This sample template helps remove the guesswork of what to include in a small business plan.

Simple Small Business Plan Template

Download Simple Small Business Plan Template Microsoft Word | Adobe PDF

Use this streamlined, customizable, simple small business plan template to chart revenue, expenses, and net profit or loss forecasts with sample graphics. Order your small business plan with numbered subsections and list them in a table of contents. Supplement the plan with additional information in the appendix for a complete business plan that you can present to investors.

Small Business Plan Chart Template

Download Small Business Plan Chart Template Microsoft PowerPoint | Google Slides

Use this small business plan chart template to plan and track month-by-month and annual business planning. The flexible color-coded bar chart simplifies tracking and allows you to customize the plan to meet your needs. Add tasks, track owner status, and adjust the timeline to chart your progress with this dynamic, visually rich small business planning tool.

Small Business Plan Outline Template

Download Small Business Plan Outline Template Microsoft Word | Adobe PDF | Google Docs

Use this small business plan outline template to jumpstart a plan for your small business. This template includes the nine essential elements of a traditional business plan, plus a title page, a table of contents, and an appendix to ensure that your document is complete, comprehensive, and in order. Easily simplify or expand the outline to meet your company’s needs.

Printable Small Business Plan Template

Download Printable Small Business Plan Template  Microsoft Word | Adobe PDF | Google Docs

This print-friendly small business plan template is ideal for presentations to investors and stakeholders. The customizable template includes all the standard, critical business plan elements, and serves as a guide for writing a complete and comprehensive plan. Easily edit and add content to this printable template, so you can focus on executing the small business plan.

Small Business Startup Plan Template

Download Small Business Startup Plan Template Microsoft Word | Adobe PDF | Google Docs  

Use this small business startup plan template to draft your mission statement and list your keys to business success, in order to persuade investors and inform stakeholders. Customize your startup plan with fillable tables for sales revenue, gross profit margin, and cost of sales projections to secure your business's pricing structure.

Fill-in-the-Blank Small Business Plan Template

Download Fill-in-the-Blank Small Business Plan Template  Microsoft Word | Adobe PDF

This small business plan template simplifies the process to help you create a comprehensive, organized business plan. Simply enter original content for the executive summary, company overview, and other sections to customize the plan. This fill-in-the-blank small business plan template helps you to maintain organization and removes the guesswork in order to ensure success.

One Page Small Business Plan Template

Download One Page Small Business Plan Template  Microsoft Excel | Microsoft Word | Adobe PDF

This one page small business plan template is ideal for quick, simple presentations. Use this template to summarize your business overview, market analysis, marketing, and sales plan, key objectives and success metrics, and milestones timeline. Complete the fillable sections to educate investors and inform stakeholders.

One Page Small Business Plan Example

Download One Page Business Plan Example Microsoft Excel | Microsoft Word | Adobe PDF

This one page small business plan example prompts you to list your vision, mission, product or service, team member names, roles, and relevant experience to promote your small business. Use the market analysis, marketing, sales plan sections to detail how you aim to sell your product or service. This small business plan features fillable tables for key objectives and success metrics. Plus, you’ll find space for your financial cost structure and revenue sources to show how your business will remain profitable.

What Is a Small Business Plan Template?

A small business plan template is a roadmap for defining your business objectives and detailing the operational, financial, and marketing resources required for success. Use a small business plan template to strategize growth, forecast financial needs, and promote investment. 

A small business plan template organizes and outlines the content needed to achieve goals for growth and profit, including marketing and sales tactics. As opposed to starting from scratch, using a template makes it easy to organize the information and customize the plan to meet your needs. 

A small business plan template includes standard business plan sections, as well as the following sections: 

• Executive Summary: Summarize the key points in your small business plan in two pages or less to hold your reader's attention and promote buy-in. Write this section last to capitalize on your understanding of the small business plan.
• Company Overview: Describe the nature of your small business, the industry landscape and trends, demographics, and economic and governmental influences. List your location, product or service, and goals to show what makes your small business unique.
• Problem and Solution: Identify and explain the problem your product or service will solve and its costs. Propose and describe your solution and its benefits. Conclude this section with a summary of the problem and solution.
• Target Market: Identify your small business's target market by researching your product and service to determine the most likely demographic. Explain your target market's motivations for buying your product or service.
• Competition: Note the other competitor product or service offerings, pricing, and company revenues to understand how to outperform your competitors. Detail your small business's competitive advantages, based on research.
• Product or Service Offerings: Describe your product or service, how it benefits your target market, and what makes it unique. Highlight how your product or service will outsell competitors.
• Marketing: Detail your marketing plan with objectives and strategy, including goals, costs, and an action plan. A successful marketing plan reduces costs and boosts your product or service sales.
• Timeline and Metrics: Break down your small business plan into smaller activities. Describe these activities (and the performance metrics you intend to use to track them) and list a completion date for each.
• Financial Forecasts: Explain how your organization uses past performance and market research to inform your business's economic forecasts. Estimate growth and profits based on your informed assumptions.
• Financing: List your funding sources and how you intend to use the funds to keep your company on track as it grows. Smart financing at the planning stage prepares your organization for unexpected challenges and helps to mitigate risk.

A small business plan template enables you to complete your business plan quickly and comprehensively, so you can achieve your goals and turn your product or service idea into a profitable reality.

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Problem Statement

Business Description

Mission Statement

Business Model

Products and Services

Additional Features

Revenue Model

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Market Size and Segments

Unique Value Proposition

Risks and Mitigations

Identified Risks

Mitigation Strategies

Financial Overview

Income Statement

Marketing and Sales Plan

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Ai editing companion.

Modify and regenerate sections of your business plan using premade or custom prompts. Our AI will help you refine your plan to perfection.

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Invite team members with easy sharing to collaborate on your business plan in real-time. Communicate and make changes together. Collaborate with your partners in real-time as you perfect your plan.

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We recommend a variety of useful tools and resurces that help sustain your growth. We only recommend the best in the business. Filter your needs and equip yourself with the best tools.

Your plan in your language. We offer a choice of over 150 worldwide languages to ensure the best fit for your business plan.

Financial Projections

Take an additional questionnaire about your financial trajectory and get a detailed financial projection + 3 year income statement for your business.

Tools and Templates

Plannit's comprehensive suite that accompany business planning. From pitch decks to financial models, we have you covered.

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Download your business plan in an editable .docx format. Fully edit & share your plan with investors, partners, and stakeholders.

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PLANNIT BUSINESS ECOSYSTEM

Frequently Asked Questions (FAQ)

• Initiate with Your Business Concept: Lay the Groundwork: Start by introducing your business idea into Plannit AI's Business Plan Generator. This first step is crucial, as it sets the tone for a tailored, insightful business plan that truly resonates with your vision. Capture the Essence: Our platform is designed to grasp the nuances of your concept, ensuring that the generated plan accurately reflects the core and potential of your business.
• Navigate Through the AI-Guided Questionnaire: Tailored Interactive Experience: Plannit AI’s AI-guided questionnaire is your interactive guide through the planning process. It meticulously gathers information about your business's objectives, strategies, and market positioning, ensuring a comprehensive and reflective plan. Intelligent Feedback and Suggestions: As you progress through the questionnaire, benefit from smart prompts and suggestions, ensuring that your plan is not just detailed but also strategically sound and aligned with industry standards.
• Generate Your Plan with Advanced AI: Intuitive Plan Creation: With the questionnaire complete, Plannit AI's advanced algorithms intelligently analyze your responses. They then craft a detailed, customizable, and strategically aligned business plan, providing you with a structured, coherent, and actionable format. Benefit from AI-Powered Insights: Plannit AI offers AI-driven insights and suggestions, ensuring your plan is not just a document but a strategic tool equipped with tailored AI prompts and an in-app plan editor. Get inspired by browsing through our sample business plans, a collection of successful strategies across various industries.
• Finalize Your Plan with Confidence: Dynamic Adaptation and Refinement: Plannit AI recognizes that a business plan is a living document. Our platform allows for continuous adaptation and refinement, ensuring your strategy remains agile, relevant, and aligned with your evolving business goals. Professional Presentation and Sharing: Once your plan meets your standards, utilize Plannit AI's export features to present your plan professionally. Choose between various formats for exporting your business plan, ready to impress stakeholders, attract investors, or guide your team. Review and Adapt: Ensure your business plan is a living document, ready to evolve with your growing business. Plannit AI's dynamic platform allows you to adapt your strategy as new opportunities or challenges arise.
• Roadmap for Success: At its core, a business plan acts as a strategic guide, providing detailed steps on how your business will achieve its objectives. It helps you navigate the startup phase, manage growth effectively, and tackle unforeseen challenges with a well-thought-out strategy.
• Securing Funding: For startups and businesses looking to expand, a business plan is crucial for securing loans or attracting investors. It demonstrates to potential financial backers that your business has a clear vision, a solid strategy for profitability, and a plan for delivering returns on their investment.
• Informed Decision-Making: A well-prepared business plan offers valuable insights into your market, competition, and potential challenges. This information is vital for making informed decisions, from day-to-day operations to long-term strategic shifts.
• Market Analysis and Strategy: It allows you to conduct an in-depth analysis of your target market, understand customer needs, and position your product or service effectively. The marketing strategy outlined in your business plan helps in identifying the best channels and tactics to reach your audience and achieve market penetration.
• Financial Planning: One of the most critical components of a business plan is the financial forecast. It outlines your funding requirements, expected revenue, profit margins, and cash flow projections. This section is essential for budgeting, financial management, and ensuring the financial viability of your business.
• Goal Setting and Performance Measurement: A business plan sets clear, measurable goals and objectives. It provides a framework for monitoring performance, measuring success, and making necessary adjustments to stay on track.
• Aspiring Entrepreneurs: If you're at the idea stage, looking to transform your vision into a viable business, Plannit AI offers the tools and guidance to bring your concept to life. Our platform helps you articulate your business idea, define your target market, and develop a solid plan to turn your dream into reality.
• Students and Educators: For students delving into the intricacies of business planning and educators teaching the fundamentals of entrepreneurship, Plannit AI serves as an invaluable resource. It provides a practical, hands-on tool for learning and teaching how to create detailed business plans, analyze markets, and understand financials in a real-world context.
• Startup Founders: In the dynamic startup environment, Plannit AI is the ideal partner for founders looking to pivot quickly, secure funding, or understand their competitive landscape. With our AI-driven insights and market analysis tools, startups can make informed decisions and adapt their strategies to thrive in competitive markets.
• Small Business Owners: For small business owners seeking to optimize their operations, expand their customer base, or explore new markets, Plannit AI offers targeted solutions. Our platform simplifies the planning process, enabling owners to focus on growth while managing the day-to-day challenges of running their business.
• Consultants and Freelancers: Consultants and freelancers specializing in business development, strategic planning, or financial advising will find Plannit AI a powerful addition to their toolkit. It allows them to provide clients with comprehensive, data-driven business plans and strategies, enhancing the value of their services.
• Non-Profit Organizations: Leaders of non-profit organizations can leverage Plannit AI to plan initiatives, secure funding, and manage resources more efficiently. Our platform helps non-profits articulate their mission, set achievable goals, and measure their impact, ensuring they can make a difference in their communities.
• Innovators and Inventors: Individuals looking to commercialize innovative products or technologies can use Plannit AI to navigate the complexities of bringing new ideas to market. From patent strategies to go-to-market plans, our platform covers all bases, ensuring innovators can focus on what they do best.
• Small Business Development Centers (SBDCs) and Government Agencies: Government and SBA backed entities can greatly benefit from integrating Plannit AI into their services, enhancing their ability to support a larger number of clients more efficiently. By facilitating quicker, more in-depth business plan development, these organizations can spend more time assisting with plan execution and less time on creation, ultimately serving their communities more effectively.
• Anyone with a Business Idea: Ultimately, Plannit AI is for anyone with a business idea, regardless of industry, experience, or stage of business development. Our mission is to democratize business planning, making it accessible, understandable, and actionable for everyone.
• Interactive Questionnaire and ChatGPT Integration: Plannit AI transforms the business planning process into an engaging conversation. Through our advanced ChatGPT integration, we offer a questionnaire that dynamically adapts to your responses, ensuring your plan is personalized, comprehensive, and aligned with your business goals.
• Dynamic Planning Environment: Unlike static templates provided by many, Plannit AI introduces a living platform that grows with your business. It features real-time updates, strategic insights, and a feedback mechanism that keeps your business plan current and actionable.
• Extensive Educational Resources: Our Education Center is packed with articles, guides, and sample plans to bolster your planning process. It's designed to arm you with the knowledge to navigate the complexities of your industry confidently.
• Enhanced Collaboration and Customization: Recognizing the collaborative essence of business planning, Plannit AI supports team efforts with multi-user editing, annotations, and feedback features, ensuring a comprehensive approach to your strategy.
• Customer Success Stories: Our users' achievements are a testament to Plannit AI's effectiveness. These success stories illustrate how diverse businesses have utilized our platform for strategic planning and growth.
• Tailored Business Plan Creation: Our platform stands out with its tailored approach, featuring customizable templates that directly cater to your business type and industry, making plan creation straightforward and relevant.
• Content Generation:: ChatGPT helps draft various sections of a business plan, from executive summaries to marketing strategies, by providing structured and coherent text based on the prompts given.
• Strategic Insights: It can offer suggestions on business strategies by analyzing trends and providing examples from a wide range of industries.
• Financial Planning: While it can't replace professional financial advice, ChatGPT can guide the structure of financial projections and statements, helping you consider important financial aspects of your plan.

Take The First Step Towards Success With our AI-Generated Business Plans

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Download a free business plan in pdf or word doc format to make writing a plan fast and easy, find your sample plan.

Discover the sample plan that best fits your business. Search our gallery of over 550 sample business plans and find the one that's right for you.

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What You'll Get:

A complete business plan Unlike other blank templates, our business plan examples are complete business plans with all of the text and financial forecasts already filled out. Edit the text to make the plan your own and save hundreds of hours.

A professional business plan template All 550 of our business plans are in the SBA-approved format that’s proven to raise money from lenders and investors.

Instructions and help at every step Get help with clear, simple instructions for each section of the business plan. No business experience necessary.

A Word doc you can edit We don’t just have PDF documents that make editing a challenge. Each plan is available in Word format so you can start editing your business plan example right away.

Key Sections Included in our Example Business Plans:

Executive Summary : A quick overview of your plan and entices investors to read more of your plan.

Company : Describes the ownership and history of your business.

Products and Services : Reviews what you sell and what you’re offering your customers.

Market Analysis : Describes your customers and the size of your target market.

Strategy and Implementation : Provides the details of how you plan on building the business.

Management Team : An overview of the people behind the business and why they’re the right team to make the business a success.

Financial Plan : A complete set of forecasts including a Profit and Loss Statement, Cash Flow Statement, and Balance Sheet.

Looking for a sample business plan PDF? You can download a few PDF examples below:

• Accounting and Bookkeeping Sample Business Plan PDF
• Agriculture Farm Sample Business Plan PDF
• Cleaning Service Sample Business Plan PDF

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18 Must-Have Best Planners for Entrepreneurs (2024)

This post contains affiliate links and I may receive a small commission (at no extra cost to you) if you sign up or purchase products or services mentioned. Read the full disclosure here.

Last Updated on October 19, 2023

Looking for the best planners for entrepreneurs to make your 2024 business year the most organized yet? This list is packed full of planners to fit any business owner’s busy lifestyle!

As a busy entrepreneur, you know it’s an absolute must to have proper planning tools. Having the right planner can make or break your productivity, so it’s important to choose the BEST planner that’s most tailored to your needs and lifestyle.

But there are SO many planners out there, so how can you know which one is best for you?! 

Don’t fret, I’ve compiled this list of the best planners for entrepreneurs in 2024 so you can sort through them all in one place! It’s a one-stop-shop over here!

I’m including the best daily planners, weekly planners, business planners for professionals, and productivity/goal setting planners for entrepreneurs! Of all the options, you’re sure to find the planner that’s the perfect fit.

Table of Contents

Top 3 Business Planner Picks

• 2024 Business Digital Planner Bundle – Best Work/Business Planner
• Clever Fox PRO Undated Planner – Best Weekly Planner
• 2024 Daily Simplified Planner – Best Daily Planner

This post is all about the best planners for entrepreneurs

Different types of planners for entrepreneurs.

The best planners for entrepreneurs can come in a few different formats. Are you a pen + paper type of person? Love having everything online in one place? Want something you can print yourself on the cheap? There’s a planner for that!

Whether you need help planning how to start a business or you’re a seasoned pro, you’ve gotta have a format that works for you.

Planner Types by Format

Format and convenience are everything when you think about your day-to-day routine with your planner. Do you hate having to grab your physical planner from another room? If so, digital might be your pick. Do you feel motivated by the feeling of pen and paper? Then you may not want to miss out on a beloved physical planner! 

• Physical planners – this is your traditional planner in paper format, typically with the pages bound together. These may come with pre-printed, pre-dated pages, or undated pages so that you fill in the dates and content yourself. 
• Digital planners – If you hate having to carry something around or dislike being unable to access your planner across devices, a digital planner is perfect for you. There are many apps that sync from your phone, to your tablet, to your laptop! This can be as simple as Google Calendar, or you can purchase curated digital planners that are essentially a traditional planner in digital format. 
• Printable planners – one type of planner you may not have thought about is a printable planner. These types of planners allow more room for your own decoration and are frequently found on Etsy. You can print the pages as many times as you like, too! 

Planner Types by Layout

Many planners may be a mix of more than one of these elements, but sometimes they specialize in one layout in particular. Think about your preferences and needs when it comes to the layout and focus of your planner!

• Daily planners – Daily planners can be as general as an overview of your daily plans, goals, and priorities, or they can get as specific as planning by the hour! Think about your preferences on those as you browse the daily planners for entrepreneurs in this post. If you’re a time blocker, you’ll want the hourly. But if that’s too intense, stick with a general daily overview!
• Weekly planners – If you like to take things week by week and plan all your days out in advance, you’ll want to opt for a planner that has a focused weekly format. I find that these are best during years where I anticipate having a lot of appointments. No one likes a dreadful doctor’s appointment creeping up on them day-of!
• Dedicated business planners – yes, standard daily and weekly planners may do the job, but they don’t include the more business-specific things we need to think about to stay on top of our business. As you get more serious about your business, you’ll certainly appreciate having a wide array of business templates in your planner!
• Goal setting planners – Many generic planners have some space for jotting down your goals, but they stop there. They pay no attention to all the systems that need to be in place in order to work toward the goal! That’s why finding a planner with a detailed goal-setting focus, where you can create an action plan and stay accountable, just makes sense!

Format and layout can make or break your schedule, so choose wisely when choosing among these best planners for entrepreneurs.

Want a quick, free, one-page daily planner you can print again and again? Make sure you grab my FREE printable productive day planner below! It’s perfect to use in a pinch before you decide on the perfect planner!

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Top 18 best 2024 planners for busy entrepreneurs

Don’t forget about these life changing planners for entrepreneurs! Pin ’em to come back later!

Best Daily Planners for Entrepreneurs

1. the high performance undated planner.

Starting off this list of the best planners for entrepreneurs, we’ve got a half journal, half planner, full performance agenda!

Start this undated daily planner at any time. You get to work out your day schedule alongside morning + evening mindset journal prompts to keep you focused and aware of what each day brings.

And that’s only the tip of the iceberg. You also get daily goal boxes, weekly habit assessments, monthly project planning, and proprietary whole life balance sheets. Before you know it, you’ll be prioritizing your work/life schedule like a pro!

What’s inside:

• 2-in-1 planner with daily schedule + morning and evening journal prompts
• 60 days, undated, so you can start whenever it’s convenient for you
• Daily pages with morning mindset activities and evening review scorecard
• Weekly pages that allow you to assess your high performance habits
• Monthly Pages that help you strategically outline your long-term goals
• BONUS: you get a free online assessment to track your habits!

RELATED: Gifts for Female Business Owners: 20 Insanely Useful Things She’ll Love

2. Happy Planner Undated Wellness Planner

A very creative option, the Happy Planner has so many cute accessories, stickers, and embellishments perfect for the creative entrepreneur!

This planner is here to help you prioritize wellness in your busy entrepreneur life as you organize your year, reflect on your gratitudes, and practice mindfulness. Undated planners like this one are also perfect if you ever fall off track from your planning because you’ll never waste pages. You just fill in the dates as you go.

• Undated pages
• Unlabeled dividers with month stickers for your own labeling
• Space to write down ways you’re moving, nourishing yourself, staying motivated, and setting intentions.
• Wellness journal sections with reflections, impressions of the day, focuses, grateful moments, and the things you’re loving.

3. Simplified Planner 2024 Daily

What better way to simplify your life than to use a planner MADE for such a thing?! It’s designed minimally on purpose so that you can cut to the chase and get started planning your day the easy way. Pretty much feels the same as starting your day with a breath of fresh air!

• Space for schedule, to-do, notes and meals
• One day per page + shared weekend pages
• Full month views
• 4 notes pages in the front
• Hourly schedule from 6am to 9pm
• 4 pages of Simplified Prep-Work
• Monthly Simplicity Tips
• NEW colorful sticker sheet design
• Pocket inside the front cover

RELATED: New Month Journal Prompts for Goal Setting

4. Daily Planning Package (+ Clipboard + Pen!)

If you’re looking for the full package, this has all of your business planning needs covered! Not only do you get a detailed daily planner notepad, BUT you even get a companion weekly planner.

As if that wasn’t awesome enough… it also comes with a durable clipboard and pen! I don’t think I’ve ever seen a planner come with both a pen AND a clipboard, so this is truly a unique deal.

• 1-Year Daily Planner – 350 pages (50 tear-off pages x 7 days)
• 1-Year Weekly Planner – 50 pages (two-week break for rest!)
• Highly durable clipboard and pen, both made with vegan leather
• Undated and ready to be filled with your dreams, goals, and daily activities

RELATED: Journaling for Entrepreneurs: 40 Business Savvy Prompts

Best Weekly Planners for Entrepreneurs

5. erin condren weekly lifeplanner.

Extremely popular, the Erin Condren Weekly Planner is SO well-designed and ultra-customizable. Aims to keep you organized, reduce stress, and achieve your goals. With its many customization options, you can build the perfect planner that fits your style and schedule!

Also, the covers on these are insanely durable and built to last. I used this planner in high school and would 100% recommend it for any stage in your life, even as an adult. This is one of the best basic entrepreneur planners for 2024!

• Mini months
• Monthly quotes
• Monthly notes and productivity pages
• Dated monthly, weekly spreads
• Additional notes in the back
• Contacts page
• 4 planning sticker sheets
• 1 double-sided pocket folder
• 1 perpetual calendar
• Snap-in ruler

6. Clever Fox PRO Weekly Undated Planner

Straightforward, uncluttered, and easy to use is the Clever Fox PRO planner. I’ve had this planner for years and it never fails me! The weekly view includes everything I could ever want with daily priorities, weekly planning, goals, to-do lists, and habit tracking!

• Short and long term goal planning pages
• Productivity sections
• Undated so you don’t waste pages!
• Vision board pages
• Quarterly goals and mind map
• Monthly review sheets
• 50 dot grid pages in the back for notes

7. Ban.do Weekly Undated Planner

Okay, first things first…what business owner DOESN’T need the reminder on the front of this planner?! I am always having to remind myself that progress is more important than perfection. Anyway…

Ban.do’s planner is perfect for anyone who’s more flexible with their planning needs. They feature weekly note pages, to-do lists, and spaces for reflection. I like that you get the opportunity to think over what went well today and what could be better for tomorrow.

• Artsy cover design
• Concealed spiral
• Sticker page
• Pocket on the inside front cover
• 73 perforated weekly pages and 73 list pages
• Primary layout includes a weekly view on one page and a to-do list on the other

8. Leather 2024 Snap Planner

K, I’ll be honest, you’re going to spend a pretty penny on this planner–but that’s because of the durable full grain leather design (and if you’re on the go a lot, trust me, it’s well worth the money! Nothing worse than torn up planner corners when it’s only halfway through the year.)

This covers all your weekly, monthly, and yearly planning needs. And if you’re a list lover, you will loveee the lists and notes pages for extra checklists, projects, and reminders. This is one classy, high-end planner no doubt!

• 12 month dated calendar agenda
• Full grain durable leather
• 1-Year in Review spread and monthly goals pages for important dates, tasks, and other priorities
• Monthly calendar view and weekly agenda pages for your appointments, meetings, and to-dos
• Lists and Notes pages
• Gold foil stamping on front and back cover; covers made of black cardstock
• Can be personalized

What planners do CEOs use?

Best planners for business owners and entrepreneurs at work, 9. 2024 digital planner bundle for business owners.

This digital business planner has IT ALL! If you need an entrepreneur planner that covers your life and business from A-Z, you’ll want this. There are literally 1,000,000 digital planners in different variations to choose from (yup, you read that right, 1 MILLION!).

It’s highly customizable with 11 different weekly layouts, 8 different daily layouts, and business templates galore. It also helps promote work-life balance by including sections for wellness, fitness, and nutrition too!

Seriously, whatever your business needs are, whether you’re a small business owner or you’re growing like crazy, this will fit them!

• Many business templates like target audience, business goals, sales tracker, tax deductions, content analysis, and so much more
• Productivity, Wellness, Fitness, Nutrition & Finances sections
• Goals section linked to 8 goals pages
• Projects section linked to 8 project pages
• 50,000 stickers in Goodnotes + PNG format
• 500 cover designs

10. Ultimate Business Planner

Rather than a daily/weekly/monthly planner, this business planner takes on a slightly different approach. While it does offer daily and weekly planning and to-do lists, it also goes one step further by including sections for business branding, website building, and social media planning. One of the most comprehensive and best planners for entrepreneurs!

• Over 280 business planner printable pages
• Business planning pages
• Order forms and shipment logs
• Inventory logs
• Business finance planner
• Website building
• Blog planner
• Email planner
• Social media planner
• A year in review

11. Small Business Planner

Unlike the other two business planners and organizers from Etsy, this one is a physical planner! This offers weekly and monthly planning as well as business specifics like branding planning, social media goals, online stats, product idea pages, and more!

• Year At-A-Glance
• Quick Contacts for business-related contacts
• Branding and Demographic visioning
• Revenue chart for a quick look at your profits and expenses
• Recurring Payments tracker
• Social Media goals
• Online Stats tracking
• Events listing/stats and Supply List
• Product Price List
• Product idea pages

Best Productivity Planners for Entrepreneur Goal Setting

12. full focus planner.

This planner stands out because not only does it allow you to plan out your week (as any planner does), but it takes things a step further by helping you reflect on your week in terms of what worked and what didn’t. There is a lot of focusing on properly preparing you for the week ahead, instead of just going through the motions!

Another key feature is the “key projects” pages where you can map out all of your projects for the quarter. Very goal-oriented for sure!

• Designed with a structured achievement program
• Sections for weekly and quarterly previews
• Unique daily framework, separating your highest-leverage activities from your list of daily tasks
• Dedicated goal-setting and project planning sheets

RELATED: 65 Affirmations for Female Entrepreneurs

13. Cultivate What Matters PowerSheets Goal Planner 2024

This results-backed goal planner is organized into 90-day segments–the perfect amount of time to make progress!

This planner prides itself on intention-setting opportunities for choosing the right goals for this season in your life. It also gives you opportunities to revisit and refocus those goals throughout the year.

Before each 90-day window, you can hit the reset button by planning your best routines for the season ahead!

• Streamlined monthly and weekly planning, designed specifically to help you live more intentionally
• Dated weekly planning pages – Monday through Sunday
• Space for your to-do list, top priorities, habit tracking, and a small nudge to tend to what matters most!
• Segmented into 90-day windows with seasonal routine planning

14. BestSelf Journal Goal Setting Planner

This 13-week goal planner is backed by science and psychology, so you know you’ll see results in your productivity. Perfectly designed to better optimize your day, help you crush those goals, and overall live a more fulfilling life!

The Self Journal boasts overcoming “decision fatigue” and helps you focus on what matters most. It’s all about prioritizing your workload, building good habits, and making every day count! This is easily one of the best planners for entrepreneurs. It sets you up for true success.

• Enough pages to guide you through 13 weeks of meeting your goals
• Undated design
• Comprehensive goal-setting page
• Space for everyday bullet journaling
• Space for progress and mindfulness prompts
• Helps to develop daily goal setting and reflection practices through routine encouragement
• Gratitude and self-reflection sections
• Complete guidebook and calendar
• 13-week habit tracker for creating new healthy routines
• Provides space to journal and plan next steps to achieve your goals

15. GoGirl Planner PRO Vertical Hourly Planner

If you love time blocking, this is the planner for you! The GoGirl Planner is a weekly planner with time slots (6am – 9pm) to navigate your daily life the productive way. Also features goal planning pages for all your short and long term goals and helps you create a strategy for achieving those goals. The best perk is that it comes with budget planning pages so you can stay on top of your spending with a monthly financial analysis!

• Weekly planner with vertical time slots + monthly calendar
• Goal setting pages
• Habit tracking pages
• Budget planning sheets
• Comes with a pen holder and 280+ stickers
• Dot-grid pages at the back

16. Poketo Quarterly Goal Planner

Feeling stuck on identifying goals to set? Well, you’re in luck, because this planner has helpful prompts to get your goal ideas flowing!

This quarterly planner is undated and follows all the way through when it comes to goal setting, as you also get to plan the actions you’ll take each week that keep you on track to meet your goals! You get the perfect little game plan to hold yourself accountable for the quarter.

• Quarterly 3 month planner
• Goal setting pages that help you identify potential challenges and plans to celebrate your wins along the way
• Weekly plan that allows space to match your actions/habits to your goals
• Hourly daily layout with short journal prompts to reflect on your day

17. The Daily Grace Quarterly Planner

This quarterly devotional planner promotes spiritual guidance as you navigate your busy life. If you find it tough to manage your business and stay connected to God, this planner will serve as a powerful reminder to prioritize both, if this is your goal!

You’ll get to set quarterly, weekly, and daily goals alongside reflection questions to help you brainstorm those goals and be mindful of your spiritual habits. Includes gospel-centered affirmations to comfort and guide you. 

• Undated devotional planner
• Covers one quarter of the year/roughly 13 weeks
• Monthly spread that gears your attention toward what you wish to accomplish each month
• Weekly actions section with 5 smaller sections: meditate, journal, pray, plan, organize
• Start and end-of-quarter evaluations
• Spiritual disciplines explanation

18. The 12 Week Year Field Guide

This isn’t quite a planner so much as it is a study guide for helping you be efficient and productive. But nonetheless, it is a fantastic business tool you’ll want to have at your fingertips just for the expertise and tips alone!

This is applicable to business growth, career goals, and also just life in general!

Inside, you’ll learn how to…

• Create your own personal and business visions with step-by-step help
• Develop a rock solid 12 week plan for yourself
• Use the many exercises and templates to make your business life a little easier
• Determine a 12 week commitment system that can be applied to your business and life!

Choosing the Right Planner: What to Look For

Every business owner has different needs. When choosing that perfect planner for you out of this list of planners for entrepreneurs, there’s some key features you’ll want to consider before making a decision. Think about what is visually pleasing, what is practical, and what ticks all your boxes!

Dated vs. Undated

When looking at all the planners for entrepreneurs, do you want a planner that already has all the dates filled in for you? Or do you want to be able to pick up and leave off whenever?

Sometimes life gets chaotic and we miss a week or two in our planner. If that tends to happen to you, you may be better off with an undated planner so you don’t waste pages! But if the structure of a dated planner keeps you accountable, that may be your best bet!

The Sections Included

Maybe you want your planner to offer you more than just a calendar. You might want to track expenses, keep lists, track business ideas, brainstorm projects….the list goes on!

If you want a super comprehensive planner that has it all, it may be worth it to seek out a more specialized planner than your run-of-the-mill weekly or monthly planner.

Refillable/Insertable

Some planners allow you to pop in different inserts. This is awesome not only for the customizability, but it’s also far more sustainable, long-lasting, and eco-friendly! Rather than toss out planner after planner each year, you can keep a refillable planner alive forever.

Folders and Pockets

Does the planner feature folders and pockets throughout or in the back? You might not always need these, but they can come in handy for storing business cards, notes, and documents!

Size and Portability

As much as I love a big, large-print planner…sometimes it can get bulky and annoying to carry around.

Especially when it doesn’t fit in my bag! So size and the ability to carry the planner from place to place is definitely something to think about.

If a planner is only going to make your bag that much heavier, it might get old real quick. Think about what will fit in your work bag or backpack and buy accordingly!

Layout Preference

I used to NEED a planner with a vertical, hour-by-hour layout. Now that I use Google Calendar for that function, I like to have my paper planner in horizontal format, where I can just bullet point-list my daily tasks like a to-do list.

Think about what you prefer and what other systems you have in place! If you like to use a digital calendar in conjunction with a paper planner, get a paper planner that offers something your digital calendar doesn’t.

Pro tip: If you’re juggling a ton of tasks, struggling to keep your life organized, AND trying to stay on track with your goals …don’t try to manage your schedule by yourself!

You need to make sure you’re optimizing your time in the best way possible. But what even is “the best way possible”?

Well, you don’t need to waste time figuring that out when the Motion app can literally do it for you.

If you’re sick of feeling like there just aren’t enough hours in the day, Motion can fix that by:

• Automated scheduling that plans your day for you – this app knows exactly how to schedule your daily tasks FOR YOU, in a way that’s most productive for you and your lifestyle.
• Handling emergencies – Motion rearranges everything automatically so that urgent pop-up tasks don’t screw up your day…or your sanity!
• Being a game-changer for ADHD – anyone with ADHD knows the agony of identifying what to prioritize. Motion takes the guesswork out of time management, so you know exactly what to do next!

Motion is the game-changer your schedule has been begging for, so why not give it a shot and lighten your load?

Did these planners for entrepreneurs help you identify the best planner for you?

Whether you’re into goal setting, have a crazy chaotic work schedule, or just want a no-frills simple planner…this list has something for every entrepreneur! From artsy to minimalistic and everything in between, these planners for entrepreneurs offer a huge set of tools to organize your year and make it the best one yet.

Hopefully, your preferences have become a little clearer after weighing all the different variations planners can offer! Because we all know how good it feels to open a fresh new planner that has exactly what we want.

Happy planning!

Don’t forget your FREE productive day planner printable!

More Helpful Tools for Entrepreneurs

Gifts for Female Business Owners: 20 Insanely Useful Things She’ll Love

New Month Journal Prompts for Goal Setting

Journaling for Entrepreneurs: 40 Business Savvy Prompts

65 Affirmations for Female Entrepreneurs

LIKE THESE PLANNERS FOR ENTREPRENEURS? PIN THEM FOR LATER!

Founder & Content Strategist

Hey there! I'm Alexa, and I'm a self-care enthusiast and mental health advocate. At Ambitiously Alexa, I'm here to support women like you who are on a mission to achieve allll the things they're passionate about and make time for self care. I make this balance possible through journal prompts, positive affirmations, and self care ideas you'll love! Here's more about me, including my B.A in Psychology...

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