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Free Business Plan Templates Google Docs

Ajay Jagtap

• December 29, 2023

12 Min Read

We know you—this may be your first visit to our site, but we know exactly who you are.

You must be an aspiring entrepreneur, small business owner, or perhaps a business student looking for a customizable Google Docs business plan template to draft your very first business plan— but no luck so far .

Since you’ve already been down that road—you know preparing a detailed business plan from scratch is no walk in the park.

It requires thorough market research, validated data, and thoughtful analysis of various aspects of an enterprise to put together a well-written plan.

A well-written plan that’s no paper stack collecting dust on your desk, but a business document that helps strategize business growth and secure funds.

Although it’s no easy feat—using a Google Docs template can make things a lot easier.

A professional business plan template can help you refine your strategies, organize ideas, and outline the structure of your plan through step-by-step instructions.

In this article, we’ll discuss the top 5 free business plan templates available in Google Docs, their features, benefits, and how you can use them to simplify your business planning process.

Ready to get started? Let’s dive right in.

Understanding Business Plan Templates

As you already know—your business plan is a document that summarizes your business objectives and outlines strategies or plans to achieve them.

In contrast, a business plan template is a format that helps entrepreneurs prepare a structural outline while drafting a perfect business plan.

It’s not that you can’t create a plan without using a business plan template.

However, having a well-structured template can help you develop a detailed and visually appealing plan and make sure you won’t miss out on any critical information.

Let’s quickly overview the key components of a business plan template:

Key components of a business plan template

While there could be multiple types of business plans, the standard outline is almost similar for business plans across industries. The following are the key components of a business plan template.

Executive Summary:

Company overview:, market analysis:, products and services:, sales and marketing strategies:, operations plan:, management team:, financial plan:.

That’s pretty much it about the components of a business plan template. Let’s move ahead and discuss the top #5 Google Docs templates for business planning.

Download Top Business Plan Templates in Google Docs

Considering different business plan types, multiple templates are available in Google Docs, but do you know which one you need?

Well done if you do, and don’t worry if you don’t.

The following are the top Google Docs business plan templates you can download for free. While we will share access to them, we’ll also discuss which will suit your requirements the best.

So let’s cut to the chase.

Template #1: Startup Business Plan Template

As its name suggests, a startup business plan template is specifically designed to meet the specific needs of new startups.

This ultimate template can help new-age entrepreneurs predict challenges, achieve their business objectives and goals, understand business financials, and revise strategies—in short, it is a roadmap for them to get started.

The primary objective of a startup business plan is to put forth the steps to get a business up and running.

A startup business plan template emphasizes providing detailed information about the startup, its product or service offerings, a thorough industry, market, SWOT, and competitive analysis, marketing strategies, management team, operational plan, and financial projections.

Best for : New entrepreneurs and small business owners seeking investment or bank loans.

Template #2: Lean Business Plan Template

Consider a lean business plan template as a condensed version of a traditional one—that’s the best way to put it. It’s a shorter version of a business plan highlighting and summarizing all its sections.

A lean business plan primarily focuses on critical elements, including strategies, tactics, metrics, and finances.

Since it’s comparatively shorter, drafting a lean business plan is easier, quicker, and efficient compared to a traditional plan. It’s flexible enough to update and revise, providing sufficient room for improvisation.

It consists of short texts and mainly represents relevant information using bullet points.

While a lean business plan template is for businesses uncertain about the business planning process, it’s ideal for everyone to use a lean business plan template to create the first draft of their business plan—and then move ahead with creating a detailed one.

Best for: Businesses in fast-changing industries, startups with limited resources, sole proprietors, and internal planning.

Template #3: One Page Business Plan Template

A one-page business is a condensed, simplified, and one-page version of a standard business plan. Consider this as an outline of a lean business plan.

(that we discussed earlier)

A one-page plan is often used to present a quick overview of your business to your employees, partners, and vendors and as a summary to banks and investors.

It’s just a one-page plan, so it doesn’t mean it’s only for a specific group of people or businesses—no.

In fact, a one-page plan can be a viable option in multiple scenarios. It can be used by idea-stage businesses, startups & pre-revenue businesses, and businesses planning to expand for various purposes.

If you need a plan for internal use or don’t intend to share lots of details while sharing with outside vendors—a one-page business plan will do.

However, companies seeking outside investment or bank loans must prepare a detailed business plan—there’s no other way around.

Best for : Idea stage startups, side-hustlers, solopreneurs, micro-businesses, and business idea testing.

Template #4: Business Plan Template For Small Business

If you plan to start a small business or grow an existing one, this is the free business plan template you need for your small business.

This template gives you a layout for your business plan to get started that you can easily customize depending on your requirements, ensuring you won’t miss out on any critical information.

Similar to a traditional business plan, the key elements of a small business plan template include an executive summary, company overview, products and services, sales and marketing strategy, operations plan, management team, and financial projections.

Best for : Small business owners seeking funding or bank loans.

Template #5: Restaurant Business Plan Template

Every successful business requires a business plan, and your restaurant is no exception. Whether you plan to open a new restaurant or grow an existing one, this template can help you lay out a perfect plan for your business.

This restaurant business plan is specifically designed for restaurant businesses, so it’s a no-brainer; it covers all the essential elements of a restaurant business plan that go into making a restaurant a success.

These elements include restaurant concept, target market, sample menu, marketing strategy, and others.

That’s not it—this comprehensive restaurant business plan template comes with step-by-step instructions, so you can start writing a plan in no time.

Best for : Small to medium-sized restaurant and food-based business owners

That was the list of top Google Docs business plan templates, but that’s not it. Let’s move forward to discussing the Google Sheets financial forecast template.

Download the Financial Forecast Template In Google Sheets

You must be like— yeah, got a Google Docs template to write a business plan , but what about financial forecasts and statements? Worry not—we’ve got you covered.

Since we can’t prepare financial statements in Google Docs, we’ve created a Google Sheet for you. This financial statement template includes a balance sheet, income, and cash flow statement.

You can download and use this template to forecast cash flow, create balance sheets, and prepare income statements that provide detailed information about your revenue and expenses. So what are you waiting for?

How to Use a Google Docs Business Plan Template

We talked about so many things in this article so far—business plan template, its key elements, top Google Docs templates, and so forth. It’s time we learn how to use a Google Docs template to create a business plan.

Ready? Here’s how to use a Google Docs business plan template:

Download a Google Docs Template

You need to download the template first to use it, right? So, download one of the top 5 templates we discussed earlier in the article.

Make sure you have a Google Account to open this document.

(That’s obvious, of course!)

We can proceed to the next step once you download and access the template.

Customize the Template

It’s time to customize the template to turn it into a business plan.

You can make modifications to the design, update the logo and company details, and follow step-by-step instructions and the outline while modifying text.

We never said that customizing it would be an easy deal—there will be some serious legwork. However, there’s another way around it.

Need a way out from manual editing and business plan writing work?

Get Upmetrics’ business plan template, import data directly into the editor, and start editing using Upmetrics AI Assistant.

Start Planning Now

Understood how to use a Google Docs template? Great. Let’s discuss the benefits of using these templates to prepare a business plan.

Benefits of Using Google Docs Business Plan Templates

Following are the key benefits of using a Google Docs template to prepare a business plan.

Real-time Collaboration

Google Docs makes collaborating with your team members or partners in real-time while working on your plan easier.

The real-time collaboration feature helps team members make the most of available resources and develop a business plan in the present moment, ensuring the best results.

Access Control

In extending to real-time collaboration, Google Docs allows you to control your team members’ access. So, you can grant role-based access to your team members (view, edit, or comment)

Comments and Suggestions

Google Docs also allows readers or reviewers to comment or suggest any changes in the document. So, you can share your plan with your partners or mentors, asking for their suggestions or input.

Version History

Remember the days when we had to start over if we forgot to save a Word file or could not recover it if it was altered unnecessarily? Well, that’s not the case with Version history.

This incredible feature enables you to revisit the previous version of your documents and even restore them. So, don’t worry if you made any unnecessary changes—you can always go back in time.

Offline Access

Although Google Workspace is a cloud-based solution, you can access and update your document offline with “Offline Access”. Just make sure your browser is up-to-date, and you’ve installed and turned on the Google Docs offline access extension.

Ease of Use

Using a Google Docs template for business planning is one of the easiest methods for creating a business plan. There’s no extraordinary learning curve, and you won’t need any technical skills to get started—it’s pretty simple and easy to use.

Cost Efficient

Upmetrics offers free business plan templates, while Google Docs is free for individual users. This is what makes this business planning method ideal for beginners.

That’s it, now you know the benefits too. This brings us to the conclusion.

To conclude, using these Google Docs templates is an easy and cost-effective way to develop your business plan. Is it the best? Not sure. These templates are free versions of Upmetrics’ comprehensive business plan templates, so you may not make the most of them.

Google Docs may also fall short when forecasting financials or preparing complex sections and visual reports— business plan software is necessary for detailed business planning by all means.

A business planning tool like Upmetrics could be an incredible choice, it comes with 400+ business plan examples and an AI writing assistant to write sections of your plan.

Anyway, I hope you found what you were looking for. Start planning!

Make your plan in half the time & twice the impact with Upmetrics

Fill-in-the-blanks, AI-assistance, and automatic financials make it easy.

Frequently Asked Questions

How do i create a business plan using google docs.

Using any one of Upmetrics’ business plan templates could be an easy way to create a business plan using Google Docs.

Can I customize a business plan template in Google Docs to fit my specific needs?

Indeed. Once you download a Google Docs business plan template, you can easily customize it to fit your specific business needs.

Can I share my business plan with others using Google Docs?

Of course, you can easily share your business plan with others using Google Docs. All you need to do is enter the email address of the person you want to share it with under the section “share with people and groups”.

Are there any free business plan templates available in Google Docs?

Yes, Upmetrics offers 5 free Google Docs business plan templates to download and use. You can easily download any one of them that best fits your needs and start writing your plan.

About the Author

Ajay is a SaaS writer and personal finance blogger who has been active in the space for over three years, writing about startups, business planning, budgeting, credit cards, and other topics related to personal finance. If not writing, he’s probably having a power nap. Read more

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Best Business Plan Templates for Google Docs

In today’s highly competitive business environment, crafting a well-structured and detailed business plan is essential for success. The significance of these plans extends beyond mere documentation; they are critical tools for strategic planning, securing funding, and guiding business growth. Realizing this need, Google Docs has become a valuable tool for developing many free business plan templates. These templates are designed to cater to a wide array of business needs, enabling entrepreneurs and business owners to develop comprehensive plans with ease and efficiency.

The beauty of these Google Docs Business Plan Templates lies in their blend of simplicity and effectiveness. They are more than mere placeholders for text; they are thoughtfully designed frameworks that guide users through the essential components of a business plan. From market analysis and financial planning to marketing strategies and operational structures, these templates cover all critical aspects of business planning. This article delves into the best business plan templates available on Google Docs this year, highlighting their unique features and suitability for different business scenarios.

1. One Page Business Plan Template

This concise template is ideal when you need to highlight key points succinctly. It includes a single page where you can list up to five main points, covering areas like company activities, values, market analysis, marketing strategies, and expected rewards​​.

Edit Template

2. Marketing Strategy Business Plan Template

The Marketing Strategy Business Plan Template is a comprehensive tool for sculpting your path to success. It includes sections for executive summary, market analysis, and financial planning, providing a detailed framework for crafting an effective marketing strategy​​.

3. Restaurant Business Plan Template

Tailored for the food and beverage industry, this template is perfect for creating business plans for restaurants, cafes, and other catering establishments. It features sections for establishment name, concept, detailed strategy, and allows for photo and text integration​​.

4. Simple Business Plan Template 

Designed for efficiency and ease of use, this template is ideal for entrepreneurs who need a straightforward and concise business plan. It covers the essentials like business goals, target market, and basic financial planning, making it perfect for small startups or solo entrepreneurs looking for a no-fuss approach to business planning.

5. Lean Business Plan Template

The Lean Business Plan Template is versatile, fitting any business sector. It features a large chart, numbered list for structuring information, a gradient background in blue shades, and a low-key style, with ample space for all the important details​​.

6. Business Plan Outline Template

This template is designed to make a strong impression on banks and investors for your business. It’s a well-layered template that is fully customizable and easy to edit in MS Word or Pages. It can be downloaded instantly and features business standard fonts to ensure a fully formal plan with carefully crafted summaries and descriptions​​.

7. Attractive Business Plan Template 

This is a visually appealing template designed for creating a detailed business plan. It’s suitable for presenting your business vision and strategy in a professional manner.

8. Editable Trucking Business Plan Template 

This template is specifically tailored for outlining a trucking venture. It allows you to seamlessly integrate vital details such as company overview, financial projections, and operational strategies. It’s an editable and comprehensive document that provides a clear roadmap for success in the dynamic transportation industry​​.

9. Score Business Plan Template 

Ideal for small business owners, this template guides you through the process of creating a comprehensive business plan. It includes sections for market analysis, company structure, and financial projections, ensuring a well-rounded and professional plan.

10. Marketing Business Plan Template 

This template is designed for marketing professionals and businesses looking to outline their marketing strategies. It features segments for market research, target audience, branding, and a variety of marketing channels, making it a versatile tool for planning.

11. Photography Business Plan Template 

Ideal for photographers and photography businesses, this template helps outline your business goals, strategies, and financial forecasts in an organized way.

12. Business Plan Document Template 

Suitable for both startups and established businesses, this template helps structure your business vision, market strategies, and financial goals. It’s a key tool for attracting investments and presents data in a clear, understandable format. 

13. Trucking Business Plan Template 

Designed specifically for the trucking industry, this template guides you in detailing your business objectives, operational strategies, and financial projections. 

14. Example Business Plan Template 

A perfect starting point for new entrepreneurs, this template provides a standard structure for a business plan with example content. It covers areas like executive summary, market analysis, and operational strategies, offering a solid foundation for customization.

15. Bakery Business Plan Template 

Tailored for bakery owners, this template focuses on the unique aspects of running a bakery. It includes sections for menu offerings, supplier details, and bakery-specific marketing strategies, helping bakers craft a targeted business plan.

16. Construction Strategic Business Plan Template 

Specially designed for the construction industry, this template helps outline a strategic approach to business planning. It covers project management, resource allocation, and risk assessment, essential for construction businesses.

17. Bar Business Plan Template 

This template is perfect for bar owners and entrepreneurs. It includes specialized sections for bar operations, liquor inventory management, and customer engagement strategies, ensuring a comprehensive plan for running a successful bar.

18. Sample Business Plan Template 

A general template suitable for various business types. It provides a basic structure with key sections like company overview, market analysis, and financial planning, offering a flexible framework for different business models.

Each of these Google Docs templates offers unique features and layouts suited to different business needs. Whether you’re drafting a concise one-page summary or a detailed marketing strategy, these templates provide the framework to present your ideas clearly and effectively. They simplify the planning process, allowing you to focus more on strategy and less on formatting. With these tools, crafting a compelling and comprehensive business plan has never been easier.

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One Page Business Plan Template for Google Docs

Are you looking for a One Page Business Plan Template for Google Docs?

While there are many free business plan templates available online, most of them are quite detailed, spanning 3-4 pages.

To address this, I have created a new template that covers everything about your business plan in just one single page.

In this article, I will be sharing a free One Page Business Plan Template for Google Docs.

Also read (opens in new tab) : Google Docs Envelope Template 3×5 Index Card Template Google Docs Pleading Paper Template Google Docs 4×6 Note Card Template Google Docs Index Card Template Google Docs

This template is fully editable!

To use the template, click the “Get this template” button below, and then click on the “GET TEMPLATE” button located on the top right of the page.

Please ensure that you have a Google Account to edit the template.

You can modify the color of the tables by placing the cursor inside the table or cell, right-clicking, and selecting “Table properties” from the context menu.

Then, choose the “Color” settings and select a color from the palette or enter your custom color code.

Author: Shubham Calmblay

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Google Docs Business Plan Template

In today’s fast-paced and ever-evolving business landscape, having a comprehensive and well-structured business plan is crucial for success. Whether you’re a seasoned business owner or just starting your entrepreneurial journey, a Google doc business plan template offers a valuable resource to help you organize your ideas, refine your strategies, and present a compelling roadmap for your business. In this article, we’ll explore the features and benefits of a business plan template using Google docs and how it can enhance your business planning process.

Following a step-by-step business plan creates an all-in-one solution for small business owners and entrepreneurs. And, by using a pre-designed framework, you can craft your business plan to focus on the “why” behind your business and the steps you’ve already taken to make your business a true success. In the following, we’ll show you exactly how to create your compelling plan. Let’s get started: 

Download our Google Docs Business Plan Template here >

Google Doc Business Plan

Executive summary.

The first few pages of your business plan contain the executive summary. It highlights the key points, findings and recommendations inside your business plan google docs template. Why create a summary when the business plan holds all the details? We’re glad you asked. The executive summary allows busy executives to quickly grasp the main ideas and make informed decisions about your business concepts and plans. It serves as a snapshot of the document, capturing its essence and presenting it in a clear and concise manner. By providing an executive summary, you’re allowing decision-makers to first discover a “teaser” bit about your business, and then become more intrigued as the full plan is unveiled. 

Company Overview

The next portion of your free business plan template google docs is composed of a full company overview. You’ll establish facts, explain the company history, outline the services or products to be offered, and detail the milestones you’ve already achieved to get your business started. This is the “big-picture” story and it’s integral to your plan, as it contains the “why” behind your business. You’ll want to provide details in this portion of the business plan, such as descriptions of your products or services, a brief description of your management team, the issues or problems that brought you to the place of finding the best solutions, and other factors that are singular to your business and your vision for the future. You’ll also include any partnerships, you’ll detail innovative products or ideas, and you’ll emphasize that your goal is to drive positive change.

Industry Analysis

The next section of your business plan, the industry analysis, reveals crucial insights into the current state and future prospects of your industry sector. An industry analysis requires market research to help show market trends, competitors, customer preferences and regulatory influences. The analysis within your business plan also provides a solid depth of understanding regarding the dynamics of the industry and it helps identify growth potential, possible risks, and key challenges that may be ahead. And, finally, after reviewing the results of the analysis, a business leader repositions plans as needed and makes informed choices to move ahead with clarity. 

Customer Analysis

In the customer analysis section of the business plan, the vital component of your business strategy is revealed: valuable insights into the behavior, preferences, and needs of customers are detailed. And, with that reveal, a deeper understanding of the target market is gained, enabling your business to better tailor products, services and your initial marketing efforts accordingly. Gathering and analyzing data offers a sneak peek at the purchasing choices of consumers, and with that snippet of knowledge, you’ll be able to better meet that need, solve that pain, or serve that drive for satisfaction. Whether your target market analysis is extensive or defined, you’ll want to include all of the information gleaned from it in the business plan template google docs for optimal results.

Competitive Analysis

With the industry and customer analyses section of the business plan template complete; it’s the right time to examine the competitive analysis, as well. A data-driven study of competitors is a critical component of any business strategy, as it provides valuable insights into the strengths and weaknesses of key competitors operating in the same market. By evaluating and understanding the competitive landscape, businesses can identify opportunities for differentiation to gain that much-desired competitive edge. Your competitive analysis should reveal everything available about your competitors, including their brand reputation, customer loyalty, distribution channels and the financial resources they hold. Because your goal is to capitalize on market opportunities, you’ll want to understand the environment of every competitor your company may have. 

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You can download Growthink’s Ultimate Business Plan Template (including a full, customizable financial model) and finish your plan in just 8 hours or less!

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Marketing Plan

The next step in building the business plan is found in creating a strategic marketing plan. This involves using the data compiled from the analyses to create a targeted and compelling message to consumers. Your marketing plan will outline the goals and tactics to promote your product or service in the most effective marketing strategy possible. And, tailoring marketing efforts to meet the parameters of the data and industry findings guarantees a better result in the marketing strategies utilized. In short, your marketing strategy will encompass various elements such as branding, advertising, digital marketing, public relations, and social media to create a cohesive and impactful marketing campaign. The ultimate objective of marketing plans is to achieve your desired business outcomes. As it should.

Operations Plan

The operations plan outlines the specific actions and strategies required to achieve the goals and objectives of the business. It provides a roadmap for how the business will carry out its daily operations, deliver products or services, and meet customer demands. It typically includes several key components; operational goals and objectives, desired outcomes, and performance metrics. This helps align the activities of different departments or teams with the broader organizational objectives. Processes and procedures are the highlights of the operations plan, along with the timelines and scheduling of implementing those objectives. Knowing how your business will actually conduct business is the perfect starting place for your success. 

Management Team

Comprised of experienced professionals, the management team brings together a shared commitment to excellence. They will understand the collaboration and strong leadership skills needed to effectively manage the entire team, and they will be guided by a customer-centric approach. A brief sketch of the management leaders and their relevant professional backgrounds completes this section of the business plan. 

Financial Plan

The financial plan completes the final section of the business plan template. It is a summary of the financial goals, along with the strategies and actions needed to achieve them. It also outlines key aspects, such as budgeting, savings, investment plans, and debt management that can adapt to changing circumstances and maximize financial stability and growth. Ultimately, the financial plan serves as a roadmap for informed decision-making and long-term financial success. Important financial projections such as a balance sheet and a cash flow statement can be made using google sheets

Crafting a well-thought-out, professional google docs business plan is vital for any entrepreneur or business owner. Using business plan template free google docs makes the effort less stressful, more cohesive, and simply inviting for potential stakeholders to review. We trust the creation of your business plan will lead to new beginnings, new directions and sustained long-term growth in your successful business ahead. 

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One Page Business Plan Template

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Why build a one-page business plan?

You don’t need days or even hours. In less than 30 minutes, you can develop an initial business plan.

Skip the 40-page detailed plan. Anyone can document their business strategy using the one-page business plan.

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Need quick feedback from business partners, potential customers, or friends? Provide them with a one-page plan.

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One-page business plan FAQ

What is a one-page business plan?

The one-page business plan is a simplified version of traditional operational plans that focuses on the core aspects of your business. While it may be a shorter business plan, it still follows the structure of a standard business plan and serves as a beefed-up pitch document.

There’s really not a lot of difference between a single-page business plan and a good executive summary. In fact, as you create a more detailed plan you may even be able to use it as your executive summary .

Who should use a one page business plan?

A one-page plan is useful for business owners that are mulling over ideas, just starting, actively managing, or looking to grow a business. It can help validate a business idea, work as an internal strategy document, or as a flexible management tool that can be adapted over time.

How do I write a business plan on one page?

You can use the one-page business plan template, or a tool like LivePlan that saves you time by guiding you through each step of writing your one-page plan and pitch.

Why choose this one-page business plan template?

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

Written by planning experts: This one-page business plan template wasn't just thrown together. It was crafted by seasoned planning experts with a combined 40 years of experience writing and reviewing business plans. Throughout this template, you find their expert tips and tricks, along with detailed instructions.

Works with other Bplans resources: Need additional guidance to write your business plan? Our free one-page business planning guide is built to support this template—giving you even more detailed walkthroughs for each section.

What is included in this one-page business plan template?

This template includes definitions, guidance, and examples to complete your one-page business plan. After downloading the template, you'll receive instructions for how to fill out each of the following sections:

Identity What does your company do or offer and to whom?

Problem worth solving What challenges does your company solve?

Our solution How does your company solve those challenges?

Target market Who makes up your target audience? Who are your ideal segments, personas, or customers?

Competitive landscape Who are your competitors? What makes them successful in your industry?

Sales channels How will you get your product/service to customers?

Marketing activities How will you get your product/service in front of potential customers?

Revenue What goods/services will drive revenue?

Expenses What items will cost you money?

Funding required Have what funding total you need front and center to clearly display what you are asking from investors.

Milestones What projects or tasks must be completed in order to reach your goals?

Team and roles Who is a critical part of your internal team (name/role)?

Partners and resources Who else is supporting your venture/business?

Can you print out this template?

This is a printable business plan template that can be downloaded and printed no matter which format you choose.

Why should you start with a one-page business plan?

There are plenty of good reasons why your first step should be writing a one-page plan.

1. It’s faster Instead of slogging away for hours, days, or even weeks tackling a formal business plan—the one-page format helps you get your ideas down much faster. It removes the complex formatting,

2. A great format for feedback Need quick feedback from business partners, colleagues, potential customers, or your spouse? Provide them with a one-page plan instead of a lengthy in-depth version for better results.

The one-page plan is more likely to be read and reviewed. And since all of your business information is available at a glance, you’ll receive far more valuable and timely feedback.

3. Easy to update Entrepreneurs never get things right the first time. You’ll constantly be learning and receiving feedback—requiring you to iterate and revise your business concept. Instead of updating a large document every time, you can do it in minutes with a one-page plan.

4. Direct and to-the-point Learning to communicate your ideas clearly and directly is critical. You need to be sure that anyone can really understand the essence of your business. Delivering your entire business concept on a single page is a great way to practice this, as it forces you to be succinct.

5. Works as an idea validation tool Initially, your business is just a set of assumptions that you need to validate. Do your potential customers have the problem you assume they have? Do they like your solution and are they willing to pay for it? What marketing and sales tactics will work?

As you validate these assumptions, you leave them in your plan. But, assumptions that end up being wrong will quickly fall off the page.

6. Becomes an outline for your detailed plan By “detailed” we don’t mean “long.” If you do need to create a detailed business plan document for investors or business partners, you can use your one-page plan as your core outline. You will just expand and provide more details for each section.

7. No one really reads long business plans A common problem with traditional business plans is that they are simply too long and overly complex. Even when investors ask for a detailed document, chances are that they won’t actually read every word. They may read certain sections, but often just want to see if you’ve thought through the details of your business, how it will operate, and how it will grow.

8. Useful for any business stage A one-page plan is useful for business owners that are mulling over ideas, just starting, actively managing, or looking to grow a business. It can help validate a business idea, work as an internal strategy document, or as a flexible management tool that can be adapted over time.

Is there a better way to write my one-page business plan than with this template?

While this template will help you get started, using the #1-rated business planning software, LivePlan has step-by-step guidance, support from our business planning experts, and powerful planning tools like AI-powered writing assistance, automatic forecasting, industry benchmark data, and more.

Can someone write your business plan for you?

If you're still struggling to write your business plan even when using a template, you can look into hiring a professional business plan writer. We even have a free resource to help you ask just the right questions to make sure you find the right plan writer.

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

Praburam Srinivasan

Growth Marketing Manager

February 13, 2024

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

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

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

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

What is a Business Plan Template?

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

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

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

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

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

10 Business Plan Templates to Use in 2024

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

The template organizes tasks into three main categories:

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Try a Free Business Plan Template in ClickUp

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

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

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

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Free Google Docs Project Plan Templates

By Kate Eby | May 25, 2022

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We’ve rounded up the most comprehensive selection of project plan templates for Google Docs. Plus, get helpful tips on how to use each Google Docs project plan template.  

Included on this page, you'll find a simple project plan template , a Gantt chart project planner , a one-page project plan , an IT project plan template , and a project planning timeline template , among others. You’ll also get details on what to include in a project plan template .

Simple Project Plan Template

Download Simple Project Plan Template — Google Docs  

Use this simple, comprehensive project plan template to keep all team members and stakeholders on the same page as your project progresses. Enter the name of your project, as well as the key deliverable(s), a scope statement, and project start and end dates. The template also provides space for you to list each project task, assign a task owner, and set start and end dates. This project plan template will help the project team remain aware of what is due when in one centralized, easily updatable document. 

Read our Google Docs and spreadsheet templates article to find additional templates and learn more about getting the most out of your project planning efforts.

Simple Timeline Template

Download Simple Timeline Template — Google Docs

Successfully plan your project with this visually rich, simple project timeline template. The template provides space to list project milestones (e.g., “Kick-Off,” “Proposal,” and “Testing”) on a quarter-by-quarter basis, and then visually represent these milestones in a horizontal, color-coded bar chart to ensure you complete all of your project deliverables. 

Find additional free Google timeline templates, and learn more about getting the most out of your project timelines.

Gantt Chart Template

Download Gantt Chart Template — Google Docs

Capture every phase and task in your project plan with this visually dynamic project planning Gantt chart template. Enter your project title, the project manager, and each phase of the project (e.g., “Project Conception and Initiation,” “Project Definition and Planning,” “Project Launch and Execution,” and “Project Performance/Monitoring”). Then enter each individual task under the applicable project phase, and list the task owner, start and end dates, and percentage of each task complete. This customizable template is presentation-ready and will ensure that you successfully plan and track every component of your project. 

For more helpful project planning templates and resources, see our article on free Google calendar templates .

Agile Project Plan Template

Download Agile Project Plan Template — Google Docs 

Because Agile teams are self-organizing, work cross-functionally with other groups, and strive for continual improvement, it’s especially important that they have a reliable way to plan projects. Ensure timely project delivery with this easy-to-use Agile project plan template. Document your project’s primary features, break down large tasks into individual work items you complete in sprints, and assign an owner to each task. Easily track task-by-task status (e.g., “On Hold,” “Not Started,” “In Progress,” “Overdue,” “Complete”) and the project’s overall progress.

IT Project Plan Template

Download IT Project Plan Template — Google Docs  

Use this template to standardize your information technology (IT) project planning process to ensure that you account for all project components and gain buy-in from all team members and project sponsors. Enter your project title, the name of the project manager, deliverable(s), scope details, start and end dates, and overall project progress. This customizable template enables you to name or number your individual work sprints (and list tasks under the appropriate sprint) to reflect the way your IT department organizes work.

Project Implementation Plan Template

Download Project Implementation Plan Template — Google Docs  

Ensure that you account for every project planning detail with this comprehensive project implementation plan template. In the first section of the template, briefly describe your project’s purpose, assumptions and constraints, and other organizational details. The template provides instructions for the other sections (e.g., “Management Overview,” “Major Tasks,” “Implementation Schedule,” “Acceptance Criteria,” and “Performance Monitoring”) so that you don’t overlook any aspect of your project plan.

Project Execution Plan Template

Download Project Execution Plan Template — Google Docs

Use this all-encompassing project execution plan template to specify project delivery details. Enter the project scope and goals, quality and technical specifications, resource allocation, project schedule, and communication plan details. This template is the perfect tool for you to provide team members and other stakeholders with insight into the detailed plans of your project.

One-Page Project Plan Template

Download One-Page Project Plan Template — Google Docs  

This one-page project plan template includes example text that you can edit to reflect the  details of your project planning efforts. The template prompts you to break down your project plan into individual tasks, assign each task to a team member, set start and end dates, and provide status for each task and the overall project.

Printable Project Plan Template

Download Printable Project Plan Template — Google Docs 

Use this streamlined, print-friendly template to create and assign tasks and subtasks, assign them to team members, track task status, and ensure that all efforts support your project’s deliverables. This condensed template allows you to mark any component that is at risk of not being completed on time, so that project managers, sponsors, and team members are aware of downstream effects and can adjust the project delivery date if necessary.

Program Management Plan Template

Download Program Management Plan Template — Google Docs  

Account for all project planning components with this dynamic, comprehensive program management plan template. The template is perfect for project or program managers to plan large-scale projects and account for every component. The template includes the following sections for thorough project planning: Project Responsibilities, Milestone Chart, Risk Log, Business Case Form, Progress Report, Change Control Form, Project Management Checklist , and more.

Project Action Plan Template

Download Project Action Plan Template — Google Docs  

Make sure that you meet — and exceed — your project quality standards with this comprehensive project action plan template. The template prompts you to break down project planning efforts into manageable parts (e.g., goals, action steps, and tasks). Then assign each section to a team member, and set a priority level, status, and due date.

Business Marketing Project Plan Template

Download Business Marketing Project Plan Template — Google Docs 

Keep your team members, project sponsors, and other stakeholders on track for delivering high-quality marketing projects with this business marketing project plan template. Define the challenge that your project will address, the opportunity it affords, and the core capabilities of your offering, as well as your goals, target market, marketing strategy, performance standards, and measurement methods. Use this comprehensive business marketing project plan template to meet — and beat — your marketing project goals.

What Is a Google Docs Project Plan Template?

A Google Docs project plan template provides a framework to capture all key project plan details. Use a project plan template to list your project goals, objectives, scope, deliverables, features, tasks, due dates, milestones, statuses, and their respective priorities. 

Creating an effective project plan is the first critical step in delivering a successful project to a client, customer, internal stakeholder, or other end user. Without a project plan, the scope and deliverables of your project may be unclear, resources may not be adequately allocated, and task ownership and due dates aren’t defined. 

A clear project plan template helps ensure that you capture all of your project details, including objectives, goals, business opportunities, features, and individual tasks. Plus, most templates will prompt you to schedule tasks and assign them to team members, so that you successfully deliver your project and deliver a win for your organization. 

While Google Docs project plan templates vary, they typically include the following components: 

• Project Name: Enter the project name.
• Project Manager: List the name of the project manager.
• Project Deliverables: Provide a brief description of the project’s deliverables (e.g., the product and service). 
• Scope Statement: Describe the defined features of your project’s deliverables, along with the scope of work required to complete it and fulfill its requirements. Also, note what is not in scope of this project.
• Project Start and End Dates: Enter the dates on which the project will begin and end.
• Overall Progress: Note how far along the project is (this is usually expressed as a percent).
• Task Name: Enter the name of each project task.
• Assigned To: Identify an owner for each project task. 
• Task Start Date and End Dates: Enter the dates on which each task will begin and end.
• Task Duration: Review the task duration (the time between the start and end dates of each task).
• Status: Provide a status for each task (e.g., “Not Started,” “In Progress,” “On Hold,” and “Completed”). 
• Priority: Determine a priority level for each task (e.g., high, medium, low) so that you and your team can ensure you complete top-priority tasks first.  
• At Risk: Select this check box if the project task is at risk of not being completed on time, so that you and your team can determine how it affects the project’s due date and deliverables and can make adjustments as necessary
• WBS Number: Enter a work breakdown structure (WBS) number for each task, for easy identification and reference.  

Additionally, some longer-form project plan templates include the following sections: 

• Project Purpose: Describe your project’s objective, including the problem it will solve, the opportunity it affords, and the approach you will use to accomplish the project.  
• Project Goals: Specify what you hope to accomplish through your project. 
• Resource Allocation: Define the personnel, equipment, and other resources your project requires in order to succeed. 
• Project Schedule: Propose a project timeline. Depending on the project, you can define the schedule at the weekly, monthly, or quarterly range, or by each Agile sprint.
• Milestones: Identify the key milestones that you and your team must meet in order to remain on schedule.
• Performance Monitoring: Propose how you will track the project’s long-term success, and list the tools or metrics you will use to measure your achievements.
• Communication Plan: Provide details on how you plan to communicate your project’s status, progress, and other updates to key stakeholders, clients, project board members, and others.
• Project Plan Approval: Once you complete your project plan, have the project sponsor(s) approve it by signing and dating the project plan. At this point, you and your team can begin project work.

Get the Most Out of Your Project Plan with Smartsheet for Project Management

From simple task management and project planning to complex resource and portfolio management, Smartsheet helps you improve collaboration and increase work velocity -- empowering you to get more done. 

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

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

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Introduction

This business plan template is what we used for starting our web & graphic design studio,   Happycry . It doesn’t contain any of our original content (that would be daft), but it does show the structure we used with a short explanation for each section. As our business is web design, it’s geared towards the creative industry but the structure should apply to any businesses with a tweaks here and there.

More details about the plan and why we released it can be found over at   this blog post.

We release this template under a creative commons license . Feel free to use it and share with other people. All we ask for is a link back to the blog post.

Business Plan Template

Insert Business Name Here

1. Confidentiality Agreement

2. executive summary, 3. business focus, 3.1 - mission statement, 3.2 - business details, 3.3 - professional support, 3.4 - personal profiles, 3.5 - operations, 3.6 - operation cycle, 3.7 - payment, 3.8 - aims & objectives, 4. market research, 4.1 - client research, 4.2 - evidence of customer demand, 4.3 - competitor profiling, 4.4 - swot analysis, 5. marketing plan, 5.1 - service, 5.2 - unique selling point, 5.3 - pricing policy, 5.4 - sales & marketing strategy, 6. financial plan, 6.1 - start up costs, 6.2 - sales forecasts, 6.3 - cash-flow forecasts, 6.4 - other financials, 7. appendix.

It’s a good idea here  to put some kind of confidentiality agreement between you and anyone that might read the plan. You don’t want to leave yourself open to people divulging your great business idea to any old Tom, Dick or Harry.

There’s a good example of an agreement on   this A List Apart Article

The Executive Summary simply summarises the entire plan. Not everyone will have time to read every business plan they receive and will therefore use this summary to make a quick decision on whether they need to read all the fine detail or not.

Highlight the key areas of each section here to give readers a quick overview of what to expect.

The business focus section details any aspect of how the business will be run, who will help set it up and any aims & objectives you have.

This describes your overall objectives and aims as a business - or  what you want to achieve and how you will achieve it. It’s the kind of thing you have on the wall in the office to remind you everyday why you’re doing this.

For us, our mission statement and Unique Selling Point (USP) are the same thing, so we just used our URP for this. There’s a great step-by-step guide over at Sitepoint that will help you define a USP:   6 Steps to Creating a USP

A short introduction to the business, the founders, business location, your services and ethos. You can also put your Legal Status  here too (e.g. Sole Trader, Partnership, Limited Liability Company). More info on legal status can be found on the   business link website .

List the details of any professional support you have been receiving from an organisation or individual. For example we had a business advisor and   LJMU  who helped us with business support and funding.

Short profiles of anyone involved in setting up the business. Think of these as an informal CV/Résumé that gives some background on anyone involved in starting the business and why your starting a business.

This section details who will be involved in the operations of the business and what role they will have, e.g:

Bob Smith - Creative Director

details about Bob’s role here…

We used this section to describe the cycle of a typical project, from initial meeting to project completion. This can be helpful for readers of the plan to understand how your business works - they might not be experienced within your industry.

Details of your payment structure. This can include what percentage of payments you will take for deposit and project completion as well as invoice terms.

This section lists what you want to achieve with your business and how you will achieve it. We split this into 3 sections

• Anything you want to achieve within the coming weeks and months (e.g. from now until 3 months).
• Medium Term
• Anything you want to achieve within the first year of operation. An example could be to target a certain turnover.
• We saw these as where we would like to see the company in 1-2 years.

This section is all about researching your customers and competitors and evaluating your prospective business against them. You need to show if there are customers  and demand  for your product and service.

Here, we talked about where our client base would be founded and identified some problems they might have that our service could solve. It’s also a good idea to try and identify a typical customer  based on your service and past experience. We found this particularly hard for web design as customers can vary a lot.

Instead of identifying a very specific customer, we identified sectors and markets to target our services and went from there in hope of finding a trend or niche.

To convince banks/investors/partners that your business plan is viable, you need to show that there is demand for your product or service. Evidence is key here, such as pre-agreed contracts or testimonials from previous clients you have worked for.

As well as client research, you’ll need to look into competitors in your local (and, if relevant, national) area. We looked at competitors strengths, weaknesses and pricing, then compared them against ourselves. This was helpful in identifying our main competition in a similar price bracket to ourselves, but also larger companies that might be future competitors.

To do this research you might have to do a bit of digging. You can look at their websites for publicly available information, but details such as their pricing can be difficult to identify. Posing as a potential customer can be an effective way of getting some of their ballpark prices. It might not be totally accurate but it’s a start!

The SWOT analysis is where you use your research to identify 4 things:

• What skills, knowledge, passion and connections do you have that can benefit your business plan and how will you get the maximum out of them to help build your business.
• Example: We are a partnership, so there is only two of us in the business that allows us to bring a personal and flexible approach to our business and clients.
• What are the weaknesses of your business. It’s best to be open and honest about these and then show how you plan to overcome them.
• Example: We didn’t have any previous experiences running a business, which could make us liable to making mistakes. We have tried to overcome this by seeking professional advice where we can, such as business support schemes.
• Opportunities
• What opportunities are out there that you can exploit to establish your business.
• Example: Through previous freelance work, one of us had links working with educational products which we plan to continue and could be a doorway into that sector.
• What are the threats to your business plan and what methods will you use to protect your business against them.
• Example: The design industry is a competitive industry with success rates for start-up business below 15%. To overcome this, we want to establish ourselves as a unique business, in our brand, our customer service and work quality.

The marketing plan is the section where you talk about how you will position and market your services including your USP, pricing policy and sales strategy.

Here, go into detail about the services you plan to offer. It’s important to include enough detail as some people who read the plan might not be experienced in your industry.

We found it useful highlighting particular aspects and principles of our service(s) and relevant examples of previous work.

What makes you different from other companies in your sector and why will customers want to use your service? This can be really difficult, but what we found helpful was identifying the simple things that customers want – unique does not have to mean crazy and different. A lot of companies fail their customers with simple problems such as good  customer service.

As above, we used the the   6 Steps to Creating a USP  article to identify a USP. Using that as a guide we structured it under these headings:

• Our target audience
• The problem we solve
• Three benefits of our service
• What we will offer

Ah, this old chestnut! This is probably the most asked about question on forums, blogs and Twitter for people looking to start out as a small business or freelancer. In reality, it’s not that difficult to devise once you have some sort of formula or logic behind your price.

We’ll be blogging about our formula for pricing in a couple of weeks, so keep an eye on our blog for that. Here are a few links from my Delicious archives that should help you out in the meantime:

How 20 designers charge their clients – part 1

The Fast, Good and Cheap Pricing Method

How Much Should You Charge for a Website?

10 Resources to Help You Decide What To Charge for Design Work

FreelanceSwitch Hourly Rate Calculator

How are you going to market your product or service so that potential customers will know about it? Are you going to create any set packages that customers can buy off the shelf or will it all be on a bespoke basis?

For our marketing strategy, we split our plans up into online  (website, blogging, social networking) and offline  (mail drops, networking events etc.) strategies.

We didn’t have much of a budget for marketing and had to think of creative ways to market our services. You also have to think of methods that are relevant to your business though – For example, I wouldn’t say flyer or billboard advertising are suitable mediums for a web design agency.

This section is all about demonstrating your number crunching wizardry.

Have you identified start-up costs to get the business off the ground and forecasted sales for the first two years or so? The money men will want to see your cash-flow forecasts and make sure your books balance. Ultimately, they’ll be determining whether this is a financially viable business or not.

To accompany this business plan template, there is a financial planning spreadsheet you can use . You’re free to use the spreadsheet to calculate the financials and then copy and relevant tables and graphs here into the business plan.

Illustrate your start-up costs here and demonstrate how you will finance them (you could refer to your cash-flow for this). Startup costs can include:

• Marketing materials

Forecast sales for 1-2 years, or as many years as deemed necessary. This is difficult, but has to be done. It helps to use your knowledge of past clients/experience and then apply this to prospective client projects (e.g. you could generalise projects, such as: basic e-commerce website, branding design package, business card design).

Use your pricing calculations to calculate how many hours you have available in a week/month and how many projects you can fit within these hours. You could use your marketing strategy to illustrate when you expect to see a surge in sales or when you predict there might be a lull (e.g. Christmas period).

Your cash-flow is used to demonstrate your income and expenditure for each year, displayed on a month-by-month basis. Income can include sales, funding, loans etc. and Expenditure  shows your outgoings such as rent, stationary and wages.

There are other tables you can include in your financial plan such as a profit & loss account for each year and a balance sheet. Profit & loss  is fairly self-explanatory and a balance sheet  shows your assets and liabilities.

We got more outside help with these other financial tables/charts than the rest of the business plan. There’s nothing wrong with that and I’d definitely   recommend getting help  with parts you’re uncertain about as well as your start-up plan as a whole.

The appendix is where you put additional information that is referenced in the business plan. This could be things such as:

• Financial charts / graphics
• CV’s / Resumes
• Images of work
• Partnership Agreements

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