business plan template office 365

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 .”

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How to Choose an Office 365 Business Plan. A Detailed Guide

Understanding the differences between Office 365 plans can help you find the set of functions you need to support your organization’s operations and team interactions. At the same time, by carefully reviewing the plans that Microsoft offers, you avoid paying for unnecessary features.

In this guide, we cover Microsoft Office 365 plans, the differences, and the elements of every package to help you choose the Office 365 business plan that works for your organization.

Step 1: Office 365 Plans. Brief Overview

Microsoft provides a set of Office 365 plans for organizations and individuals. Four options are available for those who need an enterprise-level subscription plan for a business:

Office 365 E1 delivers an entry-level services pack.

Apps. The plan offers web-based tools for emailing, work management and collaboration, and storage. Desktop apps are not available.

Security. Security and monitoring layers for data safety are here along with the guarantee of 99.9% financially-backed uptime, meaning that the yearly cloud services downtime is nearly 8 hours.

Price. $10 per user/month

Office 365 E3 is a more advanced package that offers app client versions to install, additional safety services, and compliance tools.

Apps. The plan includes a set of cloud-based productivity services and applications and Office desktop apps, which can be installed on five PCs, five phones, and five tablets per user.

Security. Compliance features (mailbox hold, eDiscovery) and additional data protection compared to E1.

Price. $23 per user/month

Office 365 E5 offers the complete set of apps and services to satisfy the needs of the most demanding enterprise organizations.

Apps and security. The plan is the full-pack solution including web and desktop Office (again five PCs, five phones, and five tablets per user), advanced communication, data analytics, data safety, and compliance tools.

Price. $38 per user/month.

Office 365 F3 is designed for frontline staff and fits the organizations that need an affordable all-in-one toolset to facilitate internal workflows.

Apps. The plan is a minimalistic solution that includes the web and mobile versions of Office and Outlook, along with most web services to organize internal workflows (such as To Do, Stream, Bookings, and Teams).

Security. Also, this plan includes five security and monitoring layers helping to ensure data safety. The majority of safety and management possibilities are excluded.

Price. $4 per user/month.

Step 2: Office 365 Applications Overview

Here is a shortlist of the main Office 365 categories and apps they include:

• Office Apps . Word, Excel, PowerPoint, OneNote, and Access (PC only)
• Email and calendar . Outlook, Office Delve, Microsoft Bookings, Exchange Online
• Meetings and voice. Teams
• Social and intranet . Yammer, SharePoint Online
• Files and content . Microsoft OneDrive for work, Microsoft Sway, Microsoft Stream
• Work management . Power Apps for Microsoft 365, Power Automate for Microsoft 365, Power Virtual Agents for Teams, Microsoft Forms, Microsoft Planner, Microsoft To Do
• Advanced analytics . MyAnalytics, Power BI Pro
• Device and app management . Shared computer activation, Group Policy Support, Microsoft Graph API
• Threat protection . Microsoft Defender for Office 365
• Information protection . Office 365 Cloud App Security, Azure Information Protection
• Advanced compliance . Office 365 Advanced Compliance, Archiving and Mailbox Hold, eDiscovery

Step 3: Office Apps

Included in E3, E5.

Note: E1 and F3 only include web and mobile versions of Outlook, Word, Excel, PowerPoint, and OneNote.

Office applications from Microsoft’s portfolio have been known for decades, and it does not require an in-depth description. Office 365 is the pack containing:

• Word - document editor
• Excel - spreadsheet app
• PowerPoint - presentation creator
• OneNote - notes organizer
• Access - database management

Step 4: Outlook

Included in E1, E3, E5, F3.

With Outlook, you have your calendar and emails organized and available in one pane of glass. The app’s interface is intuitive, enabling easy tracking and connecting to events or appointments along with organizing and managing email messages’ data and attachments.

Step 5: Exchange Online

Included in E1 (50 GB), E3 (100 GB), E5 (100 GB), F3.

Exchange Online is an alternative email and calendar organizer. In general, this solution outperforms Outlook in many ways. The inner Exchange dashboard includes a diverse set of tools required to control and manage the email data of an organization. Additionally, you can send larger messages with Exchange Online. Lastly, the security of this solution is also more advanced, especially regarding compliance and email filtering.

Step 6: Microsoft Bookings

Included in E3, E5, F3.

With Microsoft Bookings, you can manage and organize appointments more efficiently. The functionality enables customizing event details and specifying the service provider along with other info you might need. Microsoft Bookings is integrated with a calendar, and you can avoid double-booking and find and distribute free time better.

Step 7: Office Delve

Included in: E1, E3, E5

Delve helps you optimize and simplify the processes of document depiction and organization. Connect to colleagues, view the topical content, and find the required documents and connections at once. Delve is a file organizing instrument enabling you to group files into boards to speed up searching through documents and make it more efficient.

Step 8: Teams

Included in: E1, E3, E5, F3

Microsoft Teams, a collaboration app, unites calls, video meetings, chats, and a file exchange platform. With Teams, you can improve teamwork and employee involvement. Launch video conferences with a single click, perform real-time file management, and share ideas using voicemail or text messages.

Step 9: SharePoint Online

SharePoint is another app enabling and empowering communication and teamwork processes inside an organization’s infrastructure. Use the app for data sharing, resource management, fast file search, and collective knowledge spreading that can improve employees, departments, or an entire organization’s performance.

Step 10: Yammer

If you ever tried to imagine the internal social media solution for an organization, then the concept would most probably look like Yammer. Yammer enables the delivery of live events, setting up internal connections throughout an organization, and data sharing. Host meetings with up to 20,000 attendees and increase team involvement with the use of video through web and mobile applications. With the analytical data available in the Office admin center, you can understand the activity and measure the impact after the meeting.

Step 11: Microsoft OneDrive for Business

Included in: E1 (1 TB), E3 (1-5+ TB), E5 (1-5+ TB), F3 (2 GB per user)

With OneDrive, you can connect data throughout the Microsoft 365 infrastructure used. File sharing between apps, resource uploading, library synchronization, and team cooperation on any device are available. For file protection and recovery, an admin can set and change security policies directly in OneDrive.

Nevertheless, don’t forget that OneDrive is not a backup feature, and using this Microsoft solution instead of implementing actual data backups is not a solid choice for data protection.

Step 12: Microsoft Stream

Stream by Microsoft is a universal app gathering all videos from the organization in one place. Organize live streams with up to 10,000 visitors, share group meeting recordings, and deliver education videos to add knowledge to the corporate base and boost your team’s performance.

Step 13: Microsoft Sway

Sway is a comprehensive instrument to create visual materials such as documentation, newsletters, and presentations. The difference from PowerPoint is in the improved intuitiveness of Sway. Additionally, the solution’s drag-and-drop builder along with customizable layouts make it easy to use.

Step 14: Power Apps and Power Automate for Microsoft 365

This is a set of low-code instruments to assist with solving organizational challenges. With Power Automate, you can simplify tasks through workflow automation and operational processes’ interconnection. Simultaneously, by using Power Apps, you can develop applications that are usable across various devices.

Step 15: Microsoft Forms

Microsoft Forms is a feedback collection app facilitating the creation of quizzes, surveys, and polls within minutes. The data can be visualized and analyzed conveniently with automated reports and real-time charts you can export to Excel. Use Microsoft Forms to track employee satisfaction and customer feedback, which are critical to developing your organization.

Step 16: Microsoft Planner

With Planner, you can set and control task management and teamwork efficiently. This intuitive app allows you to create visual boards with checklists, labels, and files to boost staff productivity and make collaboration more convenient.

Step 17: Microsoft To Do

The other daily planner app is Microsoft To Do that enables cross-platform management of tasks. Communicate with team members, narrow down job tasks, set reminder messages to have deadlines, and keep track of the progress. Use personalized recommendations to update tasks and remain updated all the time with mobile and desktop applications synchronized.

Step 18: MyAnalytics

With MyAnalytics, you can explore and upgrade the organization’s workflows and patterns. With the built-in AI solution, the app analyzes the focus points based on calls, chats, meetings, and emails. Then, you can use that data to improve the productivity of staff members. The MyAnalytics data is available only to you because the point is to figure out working routine solutions suiting your own requirements and job habits.

Step 19: Power BI

Included in: E5

Another analytics solution in the Microsoft package is Power BI. You can receive insights and in-depth analytics of data sources, including Google Analytics, Microsoft Exchange, CRM systems, and Excel, among others. The data can be easily visualized and systemized with a customizable dashboard and interactive reports to simplify perception and improve understanding.

Step 20: Microsoft Defender for Office 365

To react to malware protection requests such as email compromise, malware, ransomware, and phishing attacks, Microsoft developed the Defender service for Office 365.

With Microsoft Defender for Office 365, you have at your disposal tools for the entire cyberattack cycle:

Prevention . Built-in default features and capabilities can protect the organization’s infrastructure and data from a significant amount of malicious solutions.

Detection . With the assistance of AI algorithms, malware can be detected early into the attack to mitigate negative impacts and block data breaches.

Investigation and hunting . Here, Microsoft Defender is supposed to track and investigate threats. Then, the solution should prevent the further spreading of malware strains across the infrastructure.

Response and remediation . You can react to threats effectively and quickly with automated workflows.

Awareness and training . You can facilitate employee training and boost awareness of malware threats.

Secure posture . Improve security by keeping up with the security recommendations and templates offered by Microsoft.

Step 21: Office 365 Cloud App Security

Microsoft Cloud App Security (MCAS) is created to identify and counter cyber threats throughout cloud services. Control and manage resources and ensure regulatory compliance with native integration for the solution.

Microsoft offers a flexible set of plans for organizations to choose from. To choose the correct Office 365 plan, consider the current needs of your organization and your plans for business development. The careful analysis of added value per additional price of every plan is the way to get the functionality you need without investing in the features you are not going to use.

Office 365 services can contain a wide range of data that is critical for an organization. But you still need a reliable third-party backup solution to protect this data (do not treat cloud storage in Exchange Online along with OneDrive as such). To implement Microsoft 365 data protection and avoid accidental or malicious deletion of files, use NAKIVO Backup & Replication. With this all-in-one data protection solution, you can effortlessly backup and near-instantly recover your Microsoft 365 items, including Exchange Online, OneDrive for Business, SharePoint Online, and Microsoft Teams data.

Download the [Free Trial of NAKIVO Backup & Replication] ( Download Free Trial | NAKIVO Backup & Replication ) to try the solution’s functionality and advanced Microsoft 365 protection features right away.

Thank you for the write-up. One of my clients is looking to 365 for their office tools, migrating away from on-prem applications and this helps break it down so they will be able to make a better decision as to their needs.

Excellent article. If anyone needs more detailed information on Office 365’s plans and features, then read another important article Overview Microsoft 365 Suite: Features, Plans, Advantages

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Plan your setup of Microsoft 365 for business

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Check out all of our small business content on Small business help & learning .

Check out Microsoft 365 small business help on YouTube.

This article is for people who have subscribed to a Microsoft 365 for business plan.

Before moving your organization to Microsoft 365, there are requirements you need to meet, info you need to have on hand, and decisions you have to make.

Choosing the right business subscription

When signing up for Microsoft 365 Business Standard, Microsoft 365 Business Basic, Microsoft Apps for Business or the trial versions, you have two options for how to get started. Evaluate three key factors to choose which best meets your needs:

Which apps and services do you want to use straight away?

How much technical skill do you have?

Do you need Microsoft to act as a processor for your data?

The table below outlines each choice.

Use these three factors to determine which of the two options is best for your business needs. For more info see:

Sign up for a Microsoft 365 Business Standard subscription

Sign up for Microsoft 365 Business Basic

Sign up for Microsoft 365 Apps for business

Overview of Microsoft 365 for business setup

Check out this video and others on our YouTube channel .

Congratulations on your decision to move your business to the cloud with Microsoft 365! Whether you have one person in your business or 20, doing a little planning will help you get the most out of Microsoft 365 for business.

Info to have on hand before you run the setup wizard

When you're ready to run the setup wizard and move your domain to Microsoft 365, here's the info you'll need to have on hand:

List of people you want to add to Microsoft 365. Even if you've already added them to Microsoft 365, if you're updating your domain information, you need to enter their names here.

How you're going to notify your employees of their user ID and password so they can sign in. Are you going to call them with the info? Or send it to their personal email address? They won't have access to their email, so you can't use that.

If you have a domain name for your organization (such as contoso.com) and you plan on using Microsoft email, you'll need to know where your domain is registered and have sign-in information.

What happens when you run the Microsoft 365 setup wizard

The setup wizard walks you through installing the apps in Microsoft 365 on your computer, adding and verifying your domain, adding users and assigning licenses to them, and connecting your domain.

If you need to Assign admin roles in Microsoft 365 for business to the users you add in the wizard, you can do that later on the Users page.

If you don't complete the setup wizard, you can complete setup tasks at any time from admin center > Setup . From here you can migrate email and contacts from another email service, change the domain of your admin account, manage your billing information, add or remove users, reset passwords, and do other business functions. For more information about the differences between the setup wizard and the Setup page, see Differences between the Microsoft 365 setup wizard and the Setup page .

If you get stuck at any point, call us. We're here to help! .

When not to use the setup wizard: Active Directory synchronization and hybrid environments

There are a couple of scenarios that include either migrating data or users from on-premises environments or setting up a hybrid system that includes directory synchronization. If you're in either category, follow the instructions in these articles:

To set up directory synchronization with your on-premises Active Directory, see Set up directory synchronization for Microsoft 365 , and to understand the different identity models in Microsoft 365, read Deploy your identity infrastructure for Microsoft 365 .

To set up an Exchange hybrid, the full set of instructions that guide you through all the different ways of setting up a hybrid exchange (including setting up DNS records) can be found here: Exchange Server Deployment Assistant

To set up a SharePoint hybrid, particularly hybrid search and site features, see Hybrid Search in SharePoint .

Move to Microsoft 365 all at once or in stages

Do you want to move your organization to Microsoft 365 all at once? If so, then plan to move your domain to Microsoft 365 right away. Start by running the Microsoft 365 setup wizard; it will prompt you to set up your domain.

Do you want to move to Microsoft 365 gradually? If you want to move to Microsoft 365 in stages, then skip running the Microsoft 365 setup wizard and consider adopting Microsoft 365 features in the following order:

Add your employees to Microsoft 365 so they can download and install the apps.

Download and install the Microsoft 365 productivity apps to use Word, Excel, and PowerPoint on your computer and devices.

Set up Microsoft Teams to use for your meetings.

Move your content to Microsoft 365 cloud storage (OneDrive or SharePoint team sites).

When you're ready, in the admin center , select Setup in the left navigation pane, and use the Setup page to move your domain and email .

Check that your devices meet system requirements

Each person in your organization can install the Microsoft 365 productivity apps (Word, Excel, PowerPoint, and so on) on up to five PCs and Macs. See the operating system and computer requirements for installing Microsoft 365 for business.

Mobile apps can be installed on iOS, Android, and Windows devices. You can find information on mobile device and browser support in System requirements for Microsoft 365 .

Plan for email

If you're planning to move from an existing email service to Microsoft 365, it usually takes two days to make the switch.

Plan for email downtime

If you're going to use Microsoft 365 for your email:

To move your business email address (such as [email protected] ) from another email service to Microsoft 365, you need to direct your mail to be delivered to your new Microsoft 365 mailbox. You do this by selecting Migrate your users' data on the Setup page, where we guide you through the updates you need to make at your domain host, step by step.

After you update your domain host, the changes typically take effect in just an hour or two. But be aware that it can sometimes take up to 72 hours for the changes to update across the internet.

Because you might have email downtime, we recommend you plan to switch to Microsoft email during an evening or weekend when you receive fewer emails.

Plan to move your existing email, contacts, and calendar

If you're going to use Microsoft 365 for your email account, you can bring your existing email, contacts, and calendar with you. The Setup page helps you move your existing email and contacts for most scenarios. We also have step-by-step guides to move one or many mailboxes.

Plan for file storage and migration

Microsoft 365 provides cloud storage for individuals, small organizations, and enterprises. For guidance about what to store where, see Where you can store documents in Microsoft 365 .

You can move hundreds of files to OneDrive or to a SharePoint team site . You can upload 100 files at a time. Avoid uploading files larger than 2 GB, which is the maximum file size by default.

If you want to move several thousand files to Microsoft 365 storage, review the SharePoint in Microsoft 365 Limits . We recommend that you use a migration tool or consider hiring a partner to help you with the migration. For information about how to migrate a large number of files, see SharePoint in Microsoft 365 and OneDrive Migration User Guide .

Plan for Teams

You can use Microsoft Teams to make calls to other people in your organization who are on your subscription. For example, if your organization has 10 people, you can call and IM each other using Teams without any special setup. For more information, see Get started with Microsoft Teams .

For larger organizations or if you're starting from Skype for Business, on-premises, or hybrid deployments, see How to roll out Microsoft Teams .

Plan for integration with Active Directory or other software

Do you want to integrate with your on-premises Active Directory? You can integrate your on-premises Active Directory with Microsoft 365 by using Microsoft Entra Connect. For instructions, see Set up directory synchronization for Microsoft 365 .

Do you want to integrate Microsoft 365 with software made by other companies? If you need to integrate Microsoft 365 with other software in your organization, we recommend you consider hiring a partner to help you with your deployment.

Do you want someone to help you set up Microsoft 365?

If you have fewer than 50 employees:

• Ask for help and we'll call you . After you buy Microsoft 365, you can access the admin center (you don't need to run setup to get to it). At the bottom of the admin center, select Need help? Describe your problem, and we'll call you.
• Call Microsoft 365 for Business Support with your questions . We're here to help!
• Consider hiring a Microsoft partner . If you're short on time, or have advanced requirements (like moving thousands of files to Microsoft 365 cloud storage or integrating with other software), an experienced partner can be a big help.

If you have more than 50 employees , the FastTrack Onboarding Center is available to help you with your deployment.

Secure your business data with Microsoft 365 for business

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Additional resources

Create an office layout diagram

An office layout in Visio is an overhead view of an office space, complete with walls, windows, doors, furniture, and so on. That space could be a single office, or several offices.

In the Categories list, click the Maps and Floor Plans category.

Double-click the Office Layout template.

By default, this template opens a scaled drawing page in landscape orientation.

If the default drawing scale is not right for your purposes, you can change it to other standard scales or your own custom scale.

Change the drawing scale

Right-click the page tab at the bottom of the drawing area, and then click Page Setup .

In the Page Setup dialog, click the Drawing Scale tab.

Choose one of the pre-defined scales, or select Custom Scale and set your own.

If you add more pages to your diagram, you can set a different drawing scale for each page.

Create the wall structure

You can create the wall structure by using Room shapes and Wall shapes. A good way to work is to use a Room shape to create the basic exterior wall structure of your building, and then add Wall shapes to create individual offices.

Using Room shapes

In the Shapes window, click the title bar of the Walls, Doors and Windows stencil.

Drag one of the Room shapes onto the drawing page.

Resize the room by dragging the control handles and selection handles on individual walls.

Using Wall shapes

Drag Wall shapes onto the drawing page. Resize a wall by dragging an endpoint.

The wall's length is displayed when the wall is selected and is updated when the wall is resized.

Drag an endpoint of one wall to any point on another wall. The endpoint changes color when the walls are glued.

Intersections between two walls are cleaned up automatically.

Add doors and windows

Drop door and window shapes on top of walls. The door or window rotates to align with the wall and fits itself inside the wall, displaying its current size. You can change the size of the door or window by dragging an end point.

Use guides to align room features

If you want the ends of objects across the room from each other to be aligned, such as two windows that face each other, drag a guide onto the drawing where you want the ends to align. A guide is a straight line that goes across the drawing page. By default, shapes snap to guides, so when you drag the shapes close to the guide, they snap into position aligned with each other. Drag guides out from the rulers along the edges of the drawing area:

Hold the mouse pointer over the horizontal or vertical ruler along the edge of the drawing area.

Click and drag out toward the page. A guide will appear on the page.

To delete a guide, select it and then press DELETE.

Furnish the office

Add cubicles, office furniture, and office equipment by dragging shapes from the stencils onto the drawing page.

If you know the real-life dimensions of the furniture you will use, you can set the furniture shapes to be correctly scaled to the room size by using the Size & Position window to specify the exact height and width of the item:

On the View tab, in the Show group, click Task Panes , and then click Size & Position .

On the drawing page, select the shape whose dimensions you want to set.

In the Size & Position window, change the Width and Height properties to match the real size of the item as seen from overhead, and then press ENTER.

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Business plans make it easier for you to run your business, as they help in giving you better ideas on how to reach your goals perfectly. A business plan is a document that summarizes the financial, marketing and sales objectives of a business. It also contains all the detailed budgets that have to be fulfilled as a part of the goals and objectives of the organization. It acts as a stepping stone and a map for the success of your business.

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Step 1: research and analyze the market, step 2: add the summary and description, step 3: marketing strategies and sales plan, step 4: design the business structure, step 5: calculate the budget, business plan template for online start-up.

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Final Thoughts:

General faqs, 1. what is a business plan, 2. what is the purpose of a business plan, 3. what are the elements of a business plan.

• Executive summary
• Market analysis
• A snapshot of your company details
• Marketing and sales management
• Product and service description
• Financials of the company, etc.

4. What is a Good Business Plan?

5. what are the advantages of a business plan.

• You can get funding from the outside
• You gain an understanding of the market you work in
• You focus on your strategies and objectives
• You can check your financial numbers and be careful about your expenses and income.

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Office 365 Family and Business Outlook email together

I have an Office 365 Family subscription, which I shared with my wife. My wife is starting a small business and wants to subscribe for Outlook Business Email only Plan. Will she be able to use the Business Outlook AND the Family Office 365 on the same PC? Appreciate your help.

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• Microsoft Agent |

Dear Balazs Bagyinszki

Thanks for using Microsoft products and posting in the community.

I am fortunate to hear you share with me the good news that your wife is starting a business and wish you all the best!

I need to clarify the following for you regarding your desire to use Business Outlook and Family Office 365 on the same computer:

Because Business Outlook is for businesses and Family Office 365 is for personal accounts, the only way to use Business Outlook and Family Office 365 on the same computer is if you are logged in to two different accounts using two different software (e.g., the Office apps are logged in to your Office 365 Family account, and Outlook is logged into your Business account).

So if you want to use a personal and home only account on the same computer and use Outlook for Business at the same time, it is not possible to do so.

I hope the above information is helpful to you!

If you have any other questions or need further assistance, please feel free to contact us.

Thank you for your support and understanding!

May your every day be full of sunshine and warmth!

Best Regards, 

Maxine | Microsoft Community Support Specialist 

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Home / Adoption Guides / Managing your daily tasks with Microsoft Planner

Managing your daily tasks with Microsoft Planner

Meet Diego, a Product Manager who uses Microsoft Planner and Microsoft Copilot to create, manage, and track his day-to-day work across Microsoft 365 apps. With Planner, Diego stays on top of his projects and accomplishes more every day.

A day in the life of a Product Manager using Microsoft Planner

Diego starts by checking the My Day view in Planner for a quick view of everything he needs to get done today. He sees a new task from his manager, " New product competitive analysis ," marked urgent. To complete it, Diego first needs to perform market research—right after the weekly staff meeting. Diego adds a new task to address this later.

After the meeting, Diego checks the My Tasks view in Planner to see other tasks due this week.

He starts with Flagged Emails . Planner has already created tasks for these, so Diego knows what to prioritize. Next, he selects Assigned to me to see all his tasks from across Planner plans, Microsoft Teams, and Microsoft Loop in one view. He sees a task that a coworker assigned to him. His coworker is adding him to a Sprint Planning workstream for the new product.

Planner shows that another team is leading the Sprint Planning and it’s already in progress. He’s been added as a key contributor.

Diego selects the plan in his My Plans view, where he reviews details such as goals, timeline, and status. By selecting Timeline view,* Diego can see the tasks and timeline displayed visually.

To learn how his contributions fit into Sprint Planning, Diego checks Task Dependencies .* He wants to ensure he’s not blocking anyone from completing their work.

Diego asks Copilot in Planner * to help him break down an assigned tasks into smaller, easy-toaction steps.

While reviewing the Copilot-suggested subtasks , Diego notices that one relies on work from a team spread across time zones. He selects the People view to see the other tasks assigned across the team. Diego notices that his coworker from a previous initiative, Adele, has a related task on the project and she’s only an hour ahead. He messages her using the task’s Teams channel chat to ask his question.

After chatting with Adele, Diego realizes he needs to dedicate two hours of his day tomorrow to the project. He blocks time on his calendar to focus on the deliverable without distractions.

Diego’s team is also in the process of retiring an existing product from market. From My Plans , he selects the "Product Deprecation Plan," and then selects Board view to see all the tasks his team is responsible for.

To visually track tasks, Diego previously created buckets for each phase of the product deprecation process. He adds a task to the “Executing” bucket, so he’ll remember to conduct a team orientation.

Diego completes the market research he started this morning, so he finalizes the analysis report for his manager.

Before heading home, Diego selects the My Tasks view one last time to confirm he has accomplished everything he needed to. Diego signs off, feeling great about his progress today.

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Frequently asked questions, what does a trial of microsoft 365 for business include​.

Trial plans include Microsoft 365 Business Basic, Business Standard, Business Premium, or Microsoft 365 Apps for business. Get full access to the apps included in the selected plan at no cost for the first 30 days, for up to 25 users. After 30 days, your free trial will automatically convert to a paid subscription, and the subscription price will be charged to the payment method you provided at sign-up. Once your trial converts to a paid subscription, you’ll be able to adjust plan options, add more users, or switch to another plan that better suits your needs.

How many users can I add during the free trial of Microsoft 365 for business?​

Add up to 25 users during the trial period. Each user can install Microsoft 365 apps on up to five PCs or Macs, five tablets, and five mobile devices. After the trial period ends, add more users if needed.

How do I get started with a free trial of Microsoft 365 for business?

Select "Try free for one month" and complete the following steps:

Choose the number of users you want to include in your trial (up to 25 users).

Set up your username and password.

Provide payment information to enable future payments and help ensure that you won’t experience service interruptions once your trial period ends. Cancel online any time during the trial period without penalty. Once your payment method is confirmed, you'll be able to sign in to Microsoft365.com to install or start using Microsoft 365 apps.   

Why do I need to provide credit card information?

Providing credit card information helps ensure uninterrupted service once your trial period ends. Your credit card won’t be charged until the end of the trial period. Cancel online any time during the trial period without penalty.

What happens when my free trial of Microsoft 365 for business ends?

Your trial subscription will automatically convert to a paid subscription. You’ll be able to continue using your subscription and won’t need to reinstall Microsoft 365 apps. You may cancel your trial subscription before the free trial period ends to stop future charges. Learn how to turn off recurring billing in the Microsoft 365 admin center.

How do I cancel my subscription before the free trial ends?

To cancel your subscription before the free trial period ends, go to the Microsoft 365 admin center to turn off recurring billing. Learn how to turn off recurring billing in the Microsoft 365 admin center. Once canceled, the subscription will automatically expire at the end of the free trial period, and your credit card won't be charged.

What happens to my data if I cancel my subscription?

Your data is yours. If you cancel your Microsoft 365 trial subscription, you can download your data—for example, your email and documents on team sites—and save it to another location. You should save your data before canceling. After you cancel your subscription, data associated with your Microsoft 365 account will be available to your administrator(s) in an account with limited function for 90 days.

My files are currently hosted on another platform. Can I migrate them to Microsoft 365 as part of the trial?

When you sign up for a trial of Microsoft 365 for business, you’ll be able to migrate your files using the migration tools in the Microsoft 365 admin center. From there, choose your migration path using a step-by-step tool based on where your files are currently hosted, such as Google Workspace, Dropbox, Box, or other file-sharing or email accounts. If you don’t have a Microsoft 365 for business subscription, learn how to migrate your content to Microsoft 365 . If you already have a subscription, sign in to the Microsoft 365 admin center to start migrating your content.

If I don’t like the plan I try, can I switch to another plan for my paid subscription?

Yes, you can switch to another plan in the Microsoft 365 admin center. Learn how to try or buy a subscription of Microsoft 365 for business .

If I’m currently using Microsoft 365 for business, can I try another plan?

If you’re already subscribed to a plan, go to the Microsoft 365 admin center to try a different subscription. When you add a subscription, the new subscription is associated with the same organization or domain as your existing subscription. This makes it easier to move users in your organization between subscriptions or assign them a license for the other products they need.

I have more questions about the free trial of Microsoft 365 for business.

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