15+ Business Plan Books for Free! [PDF]
![business plan workbook free Business Plan Books in PDF](https://www.infobooks.org/wp-content/uploads/2022/05/business-plan-books-1.webp?ezimgfmt=ng%3Awebp%2Fngcb3%2Frs%3Adevice%2Frscb3-1)
Planning in business is of vital importance for the founding of any type of company. This is why we bring you this collection of business plan books in PDF format so you can start your adventure as it should be, with foresight and order.
A business plan is a written document, of a formal nature, with a logical, coherent and progressive order that has the purpose of carrying out a set of actions indicated in it. It is a kind of guide or map that takes into account current and future opportunities and obstacles that may arise in the specific context of the business .
Therefore, we invite you to learn how to make one successfully, using as a guide our selection of more than 15 books of business plans in PDF format , to which you have immediate and free access, below.
![](http://serviteca.online/777/templates/cheerup2/res/banner1.gif)
Here we present our complete selection of Business Plan Books:
South Dublin County Enterprise Board
Les Nunn and Brian McGuire
Cole Ehmke,Jay Akridge
Donald J Reilly
Dongol Rina,Neupane Basudha
Rodney B Holcomb,Philip Kenkel,Linda Blan Byford
University of Cambridge
Rajdhani College
Smt Therese Francis
The Office of the Comptroller of the Currency
Dr Babafemi Oyewole
The Gauteng Enterprise Propeller
Texas A and M AgriLife
Business Plan Guidelines
Esade Library
Beef Cattle Research Council
Community Business Development Corporation
Lake Agassiz Development Group
Do you want more Business and Investment books in PDF format ?
| Audit Books
| Books About Procedure Manuals
| Budgeting Books
| Costs Books
| Entrepreneur Books
| Gastronomic Management Books
| Inventory Books
| Marketing Books
| Organizational Development Books
| Real Estate Books
| Training Books
Art & Photography
Computer Science
LINKS OF INTEREST:
![business plan workbook free YVOXS](https://yvoxs.com/wp-content/uploads/2017/11/YVOXS.png)
The Ultimate Business Planning Workbook (PDF)
Are you thinking of starting your own business? Trying to turn your hobby into an income source? Or an existing business owner trying to re-evaluate your business? Or just trying to re-do your business plan and needing some help?
Regardless of your situation, this FREE business planning workbook is a one-size (workbook)-fits-all solution to writing a fantastic business plan!
A successful business needs forward-thinking and planning in order to minimise initial risks as well as leave room for future growth. And this workbook will prompt you to think about all those little areas of your business that you may accidentally overlook or haven’t even considered.
Plan your business from start to finish with this free 27-page workbook and organise all the brilliant ideas you have.
When you’re done, turn this workbook into your very own final business plan with our Comprehensive Business Plan template !
- Reviews (4)
Product Description
Sections included in this Business Planning Workbook:
- ABOUT THIS WORKBOOK
- THE BUSINESS PLAN STRUCTURE
- About the Business
- About the Product
- About the Market
- About the Money
- Registration and Structure
- The Premises
- Products and Services
- Market Analysis
- Customer Analysis
- The Competition
- SWOT Analysis
- Marketing Strategy
- Startup Capital and Expenses
- P&L and Cash Flow
- The Milestones
Additional information
Document Type |
|
---|---|
Number of Pages | 27 |
Number of Files | There is ONE file included in this download. |
4 reviews for The Ultimate Business Planning Workbook (PDF)
Jolly Wong – 14.11.17
I feel more confidant about turning my blog into a real business now, nice!
frankie riley – 13.11.17
awesome workbook for free
Elsie Pitts – 7.11.17
This workbook and the ideal customer workbook make me feel like I know everything there is to know about business strategy haha!
Maria Denton – 3.11.17
This is SO detailed and every single section is explained SO thoroughly!! Great value! 🙂
You must be logged in to post a review.
Related products
![business plan workbook free](https://i0.wp.com/yvoxs.com/wp-content/uploads/2017/08/Three-Year-Plan-Quarterly-Black-YVOXS.png?resize=660%2C660&ssl=1)
The One-Page 3-Year Plan – Quarterly
![business plan workbook free](https://i0.wp.com/yvoxs.com/wp-content/uploads/2017/09/Letterhead-Style-3-YVOXS.png?resize=660%2C660&ssl=1)
Letterhead Style #3
![business plan workbook free](https://i0.wp.com/yvoxs.com/wp-content/uploads/2017/08/Five-Year-Plan-Quarterly-Black-YVOXS.png?resize=660%2C660&ssl=1)
The One-Page 5-Year Plan – Quarterly
![business plan workbook free](https://i0.wp.com/yvoxs.com/wp-content/uploads/2017/08/Competitive-Analysis-YVOXS.png?resize=660%2C660&ssl=1)
Competitive Analysis Worksheet
Here is your workbook . We really hope this is useful for you and your business!
If you experience any issues downloading or using this workbook, please let us know at [email protected]!
Enter your details below to download this workbook and get notified when we have other cool new stuff!
If you opt in above we use this information send related content, discounts and other special offers.
Free Business Plan Template
One of the reasons that so many small businesses fail is that they don't do the necessary up front work to create an accurate and realistic business plan. Creating a business plan doesn't guarantee success, but the process of writing a plan is critical for any successful new business. It isn't our goal to try to tell you everything you need to know about creating a business plan. Instead, our goal is to make the process easier by providing a professionally designed business plan template that you can edit easily using Word and Excel .
Business Plan Template
![business plan workbook free Business Plan Template](https://cdn.vertex42.com/WordTemplates/images/business-plan-template-word-excel.png)
License : Private Use (not for distribution or resale)
Authors : Jon Wittwer and Jim Wittwer
Update (7/22/2016) : We've added a basic break-even analysis worksheet to the companion Excel workbook.
Description
This template provides a business plan outline with sample questions, tables, and a working table of contents. It was created for newer versions of Word and Excel (Office 2007 or later) so that you can easily change the fonts and color scheme and the file will be compatible with the mobile and web-based Word & Excel apps.
It is best to use Excel for financial statements, data tables and charts. So, we have provided a companion Excel workbook with these sample financial statements and other tables and graphs that you can copy and paste into your Word document.
The companion workbook combines many of the different spreadsheets you can find on Vertex42.com, but customized specifically for inclusion in a business plan.
Using the Business Plan Template
Editing headings and table of contents.
Word allows you to assign format Styles to text and paragraphs, and we've designed the template to use these Styles for defining headings, sub-headings, and figure captions.
If you want to add a new section so that the Table of Contents updates correctly, just add a new heading in the body of the document and assign it the Heading 1 or Heading 2 style.
To update the Table of Contents, go to the References tab and within the Table of Contents group of buttons, click on Update Table and then "Update entire table."
Copy/Paste From Excel to Word
For simple tables, you can use Copy/Paste (Ctrl+c / Ctrl+v) to copy a table from Excel to Word. This will typically paste the data as a formatted and editable table in Word, though none of the formulas will be functional within Word (and the table will not be linked to Excel). If you don't want the table to be editable in Word, you can "Paste as a Picture" using Paste Special or by choosing the "Picture" option when you right-click in Word to paste the table.
Important : When you paste a chart object into your business plan, make sure to "Paste as a Picture" because pasting the chart as an embedded object means that the entire spreadsheet becomes embedded in your Word document (even though what you see is only the chart).
If you want to insert a table into Word as a "Linked Object" so that when you edit Excel, the table in Word will update automatically, you may have a more difficult time preserving the formatting of the original. However, at the least the entire spreadsheet won't be embedded within your business plan Word document.
More Related Templates
![business plan workbook free Thumbnail - Business Startup Costs Template](https://cdn.vertex42.com/ExcelTemplates/Images/business-startup-costs_180.png)
Resources for Writing a Business Plan
- Write Your Business Plan at SBA.gov - Anybody starting a business should become familiar with the SBA (small business association). SBA.gov also has an online tool for creating a business plan .
- YouTube: How to Write a Business Plan - Business Wales (3 minutes) - This video offers a quick overview and tips for the essential parts of a business plan.
- YouTube: How to Write a Business Plan - Berkeley-Haas (71 minutes) - This presentation offers both the venture capitalist and entrepreneur perspective on how to write a business plan that can successfully attract funding.
- Write Your Business Plan at Entrepreneur.com - A book written by the staff of a company that should know what they are talking about.
- Sample Business Plans at bplans.com - Finding a business plan for similar businesses in your industry is a great way to get ideas for what to include in your plan. This site is a great resource for not only finding sample plans, but also for creating a business plan online using their step-by-step approach.
Other Free Business Plan Templates
- Business Planning Template Gallery at SCORE.org - This nonprofit organization (supported by the SBA) has provided expertise and free mentorship for millions of small business owners. They also have a useful collection of templates.
- Develop Your Business Plan at business.gov.au - This Australian Government site provides a really good business plan template for Word, including a detailed guide, questions to answer, and sample financial statements.
Follow Us On ...
![business plan workbook free Business Templates by Vertex42.com](https://cdn.vertex42.com/Images/features/sidebar-business-templates.png)
Related Templates
![business plan workbook free Thumbnail - SWOT Analysis Template](https://cdn.vertex42.com/ExcelTemplates/Images/swot-analysis-template-with-questions_180.png)
Financial Statements
BUSINESS STRATEGIES
How to write a business plan in 7 easy to follow steps
- Amanda Bellucco Chatham
![business plan workbook free Free business plan template for your new business](https://static.wixstatic.com/media/1f6616_4f9ca8ede74442ee8cbb6796460290b8~mv2.png/v1/fill/w_46,h_30,al_c,q_85,usm_0.66_1.00_0.01,blur_2,enc_auto/1f6616_4f9ca8ede74442ee8cbb6796460290b8~mv2.png)
Creating a successful business is about more than launching a business website or hanging a shingle on your front door. It requires a well-crafted plan that keeps you on track, anticipates obstacles and acts as a concrete roadmap for launching or improving your small business.
Business planning allows you to clarify your vision while providing information to both intrigue and reassure potential investors. The process may seem daunting, but creating a business plan isn’t difficult—and templates like the one below can help simplify the process even further.
Ready to launch your business? Create a website today.
What is a business plan?
A business plan is used by small business owners and entrepreneurs when starting a new business venture. It’s a strategic document that outlines the goals, objectives and strategies of your new or expanding business, including the company's vision, target market, financial projections and operational plans.
A business plan can attract potential partners, convince investors and banks to help you raise capital, and serve as a resource for future growth. Most importantly, you’ll be able to use your business plan as a roadmap for how to structure, operate and manage your new venture, whether it’s a sole proprietorship, a partnership or something larger.
Who needs a business plan?
Every business owner needs a business plan. They’re an essential tool for any person or entity interested in starting a business . There are many benefits, including:
Defining your business idea
Clarifying the market and competitive landscape
Outlining your marketing strategy
Stating your value proposition
Identifying/anticipating potential risks
Seeking investments from banks and other sources
Setting benchmarks, goals and key performance indicators (KPIs)
A business plan also gives you a way to assess the viability of a business before investing too much time or money into it. While all business involves risk, taking the time to create a plan can help mitigate fallout and avoid potentially costly mistakes.
When creating a business plan, it's important to establish your business goals up front and be prepared to spend time researching the market, performing a competitor analysis and understanding your target market .
How to write a business plan in 7 steps
In terms of types of business plans , there are two main formats to choose from: traditional and lean. Here we'll rundown the most traditional plan first, while touching on how to write a more lean business plan for a startup.
A traditional business plan includes every detail and component that defines a business and contributes to its success. It's typically a sizable document of about 30 to 50 pages. Here are the steps to creating one.
Executive summary
Company description, market analysis, organization and management, service or product line, marketing and sales strategies, financial projections and funding requests, 01. executive summary.
Your executive summary should contain a high-level overview of everything included in the plan. It generally provides a short explanation of your business and its goals (e.g., your elevator pitch ). Many authors like to write this section last after fleshing out the sections below.
02. Company description
A company description should include essential details like your business name, the names of your founders, your locations and your company’s mission statement .
Briefly describe your core services (or products if you’re writing an eCommerce business plan ), but don't go into too much detail since you’ll elaborate on this in the service/product section.
Wix offers some helpful mission statement examples if you get stuck. It’s also a good idea to create a vision statement . While your mission statement clarifies your company’s purpose, a vision statement outlines what you want your company to achieve over time.
03. Market analysis
One of the most extensive sections of the business plan, this section requires that you conduct market research and write your conclusions. Include findings for the following: industry background, a SWOT analysis , barriers/obstacles, target market and your business differentiators.
04. Organization and management
This is where you outline how your business is structured and who's in charge, including founders, executive team members, board members, employees and key stakeholders. To this end, it can be helpful to create a visual layout (e.g., org chart) to illustrate your company structure.
05. Service or product line
Create a detailed list of your current and future products and services. If you’re still working on your idea, create a concept statement to describe your idea or product. You should also include a proof of concept (POC), which demonstrates the feasibility of your idea. Wherever applicable, include diagrams, product images and other visual components to illustrate the product life cycle.
06. Marketing and sales strategies
Detail how your business idea translates into selling and delivering your offerings to potential customers. You can start by outlining your brand identity, which includes the colors and fonts you plan to use, your marketing and advertising strategy, and details about planned consumer touchpoints (like your website, mobile app or physical storefront).
07. Financial projections and funding requests
Include financial statements, such as a balance sheet, profit-and-loss statement (P&L), cash flow statement and break-even analysis. It's not uncommon for a business plan to include multiple pages of financial projections and information. You’ll also want to mention how much funding you seek and what you plan to do with it. If you’ve already secured funding, provide details about your investments.
![business plan workbook free essential parts of a business plan](https://static.wixstatic.com/media/1f6616_7fb418f888974a9a8d8a43218c04ae79~mv2.png/v1/fill/w_46,h_27,al_c,q_85,usm_0.66_1.00_0.01,blur_2,enc_auto/1f6616_7fb418f888974a9a8d8a43218c04ae79~mv2.png)
Lean startup business plan format
A lean startup business plan—also referred to as a “lean canvas”—is presented as a problem/solution framework that provides a high-level description of your business idea. A lean plan is a single-page document that provides a basic overview of the most essential aspects of your business. It’s a good way to dip a toe into business planning since it doesn't require the same level of detail as a traditional plan. This includes:
Problem: What problem does your product or service solve, or what need does it fulfill?
Solution: How do you intend to solve it?
Unique value proposition (UVP): Why should people use your product or service versus someone else’s?
Unfair advantage: What do you have that other companies don’t?
Customers: Who are your ideal customers?
Channels: How will those customers find you?
Key metrics: How do you define success? How will you track and measure it?
Revenue streams: How will your business make money?
Cost structure: What will you spend money on (fixed and variable costs)?
Sample business plan for a small business
Want to see what a business plan should look like? We've put together this sample plan, for a beauty business to show you.
Our beauty studio, aims to establish a luxury beauty salon in a prime location, offering a range of premium beauty services and products to cater to upscale clientele. With a focus on exceptional customer service, professional expertise and a relaxing atmosphere, ABC Beauty Studio seeks to become a top destination for people seeking high-quality treatments and personalized care.
Our beauty studio will be a full-service salon offering a variety of beauty services, including skincare treatments, hair styling, makeup services and nail care. Our team of experienced beauty professionals will provide customized solutions to meet each client's unique needs and preferences. The salon will feature a modern and elegant design to create a luxurious and tranquil environment for clients to relax and rejuvenate.
The beauty industry is a thriving market with a growing demand for quality beauty services and products. The target market for our beauty studio includes affluent individuals who value premium beauty experiences and are willing to invest in high-end treatments. The salon's strategic location in a busy shopping district with high foot traffic and visibility will help attract a steady flow of clientele.
ABC Beauty Studio will be led by a team of seasoned beauty professionals with expertise in various areas of the industry, including skincare, haircare, makeup, and business management. The management team will focus on delivering exceptional service, fostering a positive work culture, and implementing effective operational strategies to ensure the salon's success.
Our service line will include facial treatments, haircuts and styling, bridal makeup, manicures and pedicures, waxing services and retail products from top beauty brands. We will also offer personalized beauty consultations to help clients create customized beauty routines and achieve their desired look.
Our beauty studio will implement a multi-faceted marketing approach, including social media campaigns, influencer partnerships, local advertising and promotional events to build brand awareness and attract new clients. We'll also focus on building customer loyalty through loyalty programs, referral incentives, and exclusive promotions.
Initial funding of $200,000 is sought to cover start-up costs, including leasehold improvements, equipment purchases, inventory, marketing expenses, and working capital. Financial projections indicate a steady revenue growth over the first three years, with a focus on achieving profitability by the end of year 2. Sales are forecasted to increase through the expansion of services, repeat business, and targeted marketing initiatives. Continued funding may be required for future growth and expansion plans, including additional locations and service offerings.
Download Wix’s free business plan template
Creating a successful business plan is no easy feat. That’s why we’ve put together a simple, customizable, and free-to-download business plan template that takes the guesswork out of getting started. Use it to create a new business plan or to refresh an existing one.
![business plan workbook free Download your free Wix business plan template](https://static.wixstatic.com/media/6542d9_ad35fe6bfcf9456aa2ee1e93db4ea719~mv2.jpg/v1/fill/w_139,h_11,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/6542d9_ad35fe6bfcf9456aa2ee1e93db4ea719~mv2.jpg)
What are the main benefits of writing a business plan?
Writing a business plan offers a range of benefits that can significantly impact the success and sustainability of a business. Here are the main advantages of creating a well-thought-out one:
Clarity and focus: A business plan helps clarify your company's mission, vision, goals, and strategies, providing a clear roadmap for your business's direction and focus. This can be what takes your business idea from just an idea, to an actual business so it's important.
Strategic planning : It enables the identification of strengths, weaknesses, opportunities and threats (SWOT analysis), allowing for informed decision-making, effective resource allocation and proactive risk management. When running a business, the more prepared you are for any eventuality, the more successful you're likely to be long term — a business plan helps you plot the potential risks or downturns.
Goal setting: Writing a business plan helps set measurable objectives, timelines, and key performance indicators (KPIs) to track progress and evaluate the business's performance against targets.
Communication and alignment: A business plan serves as a communication tool to share the company's vision, objectives, and strategies with stakeholders, employees, investors and partners, ensuring alignment and shared understanding.
Attracting funding and investment : Investors, lenders and potential partners often require a detailed business plan to assess the viability, potential return on investment, and growth prospects of the business.
Continuous improvement: Regularly reviewing and updating the business plan facilitates ongoing evaluation, adjustment and improvement of strategies, operations, and goals to adapt to changing market conditions and drive long-term success.
Tips for filling out your business plan
The hardest part of a journey is always the first step, or so the saying goes. Filling out your business plan can be daunting, using a template helps and we would always recommend doing that.
Remember also, these are best practices—they’re not rules. Do what works for you. The main thing to remember is that these tips can help you move more easily through the planning process, so that you can advance onto the next (exciting) step, which is launching your business.
Consider your goals
What's the purpose of your business? Are you looking to expand, launch a new product line or fund a specific project? Identifying your goals helps you prioritize important information in your business plan.
Fill out what you can
You may already have a vague—or specific—idea of what you want your business to achieve. Go through each section of the template and fill out what you can. We suggest leaving the executive summary blank for now, since it'll be the last thing you write. At the same time be realistic, even though this document is meant to serve as a marketing tool for potential investors, don't exaggerate any numbers or make any false promises.
Dig into the research
Nothing's more motivating than getting some intel about your competitors and your market. If you're truly stuck, a little research can help motivate you and provide valuable insight about what direction to take your business. For example, if you plan to start a landscaping business, learn about the specific pricing offered in your area so that you can differentiate your services and potentially offer better options.
Get help from others
Bouncing your ideas off a friend, mentor or advisor is a great way to get feedback and discover approaches or products to incorporate into your plan. Your network can also give you valuable insight about the industry or even about potential customers. Plus, it's nice to be able to talk through the challenges with someone who understands you and your vision.
Revise and review your business plan
Once complete, step back from your plan and let it "cook." In a day or two, review your plan and make sure that everything is current. Have other people review it too, since having another set of eyes can help identify areas that may be lacking detail or need further explanation.
Once you’ve completed your business plan template, it can become a meaningful resource for developing your mission statement, writing business proposals and planning how to move forward with the marketing, distribution and growth of your products and services.
After launch, you can also analyze your value chain to identify key factors that create value for your customers and maximum profitability for you. This can help you develop a more effective business plan that considers the entire value chain, from research and development to sales and customer support.
Business plan template FAQ
What is the easiest way to write a business plan.
The easiest way to write a business plan is to utilize a template. Templates provide a structured format and guide you through each section, simplifying the process of creating a comprehensive plan.
Is there a template for how to write a business plan?
What are the 7 essential parts of a business plan, related posts.
How to create a plumbing business plan (with templates)
How to create a virtual assistant business plan
How to create a defensible eCommerce business plan
Was this article helpful?
![business plan workbook free Stratechi.com](https://www.stratechi.com/wp-content/uploads/2023/12/Stratechi-Logo-w-Tagline.png)
- What is Strategy?
- Business Models
- Developing a Strategy
- Strategic Planning
- Competitive Advantage
- Growth Strategy
- Market Strategy
- Customer Strategy
- Geographic Strategy
- Product Strategy
- Service Strategy
- Pricing Strategy
- Distribution Strategy
- Sales Strategy
- Marketing Strategy
- Digital Marketing Strategy
- Organizational Strategy
- HR Strategy – Organizational Design
- HR Strategy – Employee Journey & Culture
- Process Strategy
- Procurement Strategy
- Cost and Capital Strategy
- Business Value
- Market Analysis
- Problem Solving Skills
- Strategic Options
- Business Analytics
- Strategic Decision Making
- Process Improvement
- Project Planning
- Team Leadership
- Personal Development
- Leadership Maturity Model
- Leadership Team Strategy
- The Leadership Team
- Leadership Mindset
- Communication & Collaboration
- Problem Solving
Decision Making
People Leadership
- Strategic Execution
- Executive Coaching
- Strategy Coaching
- Business Transformation
- Strategy Workshops
- Leadership Strategy Survey
- Leadership Training
- Who’s Joe?
FREE BUSINESS PLANNING & LEADERSHIP TEMPLATES & WORKSHEETS
Our mission is to empower you to develop your own business strategies and leadership competencies. We offer dozens of free PowerPoint & Excel business planning templates to jumpstart whatever you are working on. We only ask that you "like" us on social media or share the content.
If you want to learn more about business and strategic planning , we cover dozens of different strategies . We also cover many of the top leadership and business skills .
And, before you click BOOKMARK this page for future reference. Too much good free stuff and we're always coming up with new free strategy and leadership guides, templates, and worksheets at Stratechi.com.
If you are trying to tackle a tough issue or big opportunity and want to tap into some on-demand coaching with Joe Newsum , the founder of Stratechi.com and a McKinsey alum.
Enjoy the free business planning, strategy and leadership templates and check out some of our starter strategy presentation templates.
BUSINESS & STRATEGY TEMPLATES
- 600+ PAGES - THE $150 VALUE PACK
- 168-page Compendium of Strategy Frameworks
- 186-page HR & Org Strategy Presentation Template
- 121-page Strategic Plan & Company Overview
- 100-page Sales Strategy Plan Presentation
- 114-page Market & Competitive Analysis Template
FREE BUSINESS PLANNING TEMPLATES
- 18-page Business Model PowerPoint Template
- Business Model One-Pager
- Sustainable Competitive Advantage
- Customer Value Worksheets
- Org Design Strategy
- HR Strategy - Employee Journey & Culture
- Geographic Expansion Strategy
- Partner / Procurement Strategy
- Balanced Scorecard
- Three Horizons of Growth
FREE LEADERSHIP TEMPLATES
Problem Solving & Goals
- Problem Statement Worksheet
- Hypothesis Trees
- Prioritization Worksheet
- SMART Goals Worksheet
- KPI Worksheet
- Synergy Worksheet
- Profit Tree Template
Competitive & Market Analysis
- PESTLE Analysis Worksheet
- Porter's 5 Forces Template
- SWOT Analysis Templates
- Ansoff Matrix Template
- Competitive Benchmarking Template
Planning & Projects
- Project Charter
- Project Plan
- Roadmap Templates
- Project Management Template
- Change Management Game Plan
- Decision Matrix
- Prioritization Matrix
- Negotiation Game Plan
- Governance Plan
- Risk Management Worksheet
Charts & Analysis
- Business Charts & Graphs
- Excel Model Template
- Pareto AnalysisÂ
- Process Maps & Icons
- Process Maturity Worksheet
- 8 Forms of Waste Identification
- Use Case & Requirements Template
- Demand Management Cost Cutting Template
- Will Skill Assessment
- Job Definition Worksheet
- Personal Power Plan
DOWNLOAD STRATEGY PRESENTATION TEMPLATES
THE $150 VALUE PACK - 600 SLIDES 168-PAGE COMPENDIUM OF STRATEGY FRAMEWORKS & TEMPLATES 186-PAGE HR & ORG STRATEGY PRESENTATION 100-PAGE SALES PLAN PRESENTATION 121-PAGE STRATEGIC PLAN & COMPANY OVERVIEW PRESENTATION 114-PAGE MARKET & COMPETITIVE ANALYSIS PRESENTATION 18-PAGE BUSINESS MODEL TEMPLATE
JOE NEWSUM COACHING
![business plan workbook free Newsum Headshot small](https://www.stratechi.com/wp-content/uploads/2019/05/Newsum-Headshot-small.jpg)
EXECUTIVE COACHING STRATEGY COACHING ELEVATE360 BUSINESS TRANSFORMATION STRATEGY WORKSHOPS LEADERSHIP STRATEGY SURVEY & WORKSHOP STRATEGY & LEADERSHIP TRAINING
THE LEADERSHIP MATURITY MODEL
Explore other types of strategy.
BIG PICTURE WHAT IS STRATEGY? BUSINESS MODEL COMP. ADVANTAGE GROWTH
TARGETS MARKET CUSTOMER GEOGRAPHIC
VALUE PROPOSITION PRODUCT SERVICE PRICING
GO TO MARKET DISTRIBUTION SALES MARKETING
ORGANIZATIONAL ORG DESIGN HR & CULTURE PROCESS PARTNER
EXPLORE THE TOP 100 STRATEGIC LEADERSHIP COMPETENCIES
TYPES OF VALUE MARKET ANALYSIS PROBLEM SOLVING
OPTION CREATION ANALYTICS DECISION MAKING PROCESS TOOLS
PLANNING & PROJECTS PEOPLE LEADERSHIP PERSONAL DEVELOPMENT
![business plan workbook free sm icons linkedIn In tm](https://www.stratechi.com/wp-content/uploads/2019/01/sm-icons-linkedIn-In-tm.png)
![Free business plan template for small businesses. Updated for 2024. Free business plan template for small businesses. Updated for 2024.](https://web-cdn.bplans.com/bplans/content/uploads/2024/03/06105312/Free-business-plan-template-2024.png?format=auto&width=493&height=410)
Free Download
Business Plan Template for Small Businesses
Business planning can feel complicated. it doesn't have to be. start putting pen to paper today with your free business plan template download..
Available formats:
![Google Icon Google Icon](https://web-cdn.paloalto.com/bplans/downloads/redesign/google-icon.png?format=auto&width=32&height=32)
Downloads: 950,430
Our free business plan template includes:
![Paper with pencil represents documenting information. business plan workbook free](https://web-cdn.bplans.com/bplans/content/uploads/2023/08/10141205/icon-scenario.png?format=auto&width=50&height=50)
Fill-in-the-blanks simplicity
You don't need to be an expert. This business plan template makes business planning easy.
![Money-Back Guarantee business plan workbook free](https://web-cdn.bplans.com/bplans/content/uploads/2023/08/10141246/icon-competition.png?format=auto&width=50&height=50)
All 100% free. We're here to help you succeed in business, no strings attached.
Why you need a business plan template
Writing a business plan can seem like a big task, especially if you’re starting a business for the first time and don’t have a financial background. After all, business plans have changed over the years, and what lenders and investors expect now is different than it was even just 10 years ago.
But using a business plan template will help you:
- Develop a strategy for success
- Reduce the risk of starting a business
- Explore new business ideas
- Attract investors and get funding
Learn more about how you can get value out of your business plan .
What is included in this free business plan template?
This business plan template includes definitions, guidance, and examples for every business plan component needed to start, fund, and grow your business.
After downloading the full template of a business plan, you’ll receive instructions on how to fill out each of the following sections.
Executive summary
The brief summary of your business plan introduces everyone to your business, the problem you solve, and what you’re asking from your readers. It’s the first chapter of your business plan and the last thing you write once you have the details from your full plan.
Problem & solution
More than a simple description of your products and services – here you define the problem you’re solving and the value you provide. It’s also your chance to showcase any initial traction that shows you’re on the right track.
Market analysis and target market
A detailed assessment of the market you intend to enter, including the size and value of the market, potential customer segments, and their buying patterns.
Competition
Show that you know who your competitors are, what advantages you have, and how you’re positioning your business to be competitive.
Marketing & sales
Describe how you’ll reach and sell to potential customers with a detailed sales plan and chosen marketing channels.
What makes your business run? Outline the day-to-day workflows and what needs to be set up for your business to deliver a product or service.
Milestones & metrics
Set goals for your business that include the dates and people responsible for accomplishing them. This is what you’ll use to manage responsibilities, track growth, and execute your larger strategy.
Company overview and team
Provide a brief rundown of the legal and structural components of your company, including your history, current team, and gaps you need to fill.
![](http://serviteca.online/777/templates/cheerup2/res/banner1.gif)
Financial plan
Create well-structured and accurate financial statements to help you pitch to investors, land funding, and achieve long-term success. All without the help of a financial advisor or a degree in accounting.
While not required, this last section of your business plan is a great place to drop in additional documents that support and strengthen the rest of your plan.
How do you write a simple business plan?
If you’re exploring a business idea and don’t plan to pursue funding, then you actually don’t need to write a traditional business plan. Instead, opt for a one-page plan , which is far easier to create but just as effective.
To write a simple one-page business plan, follow the same core sections as a traditional plan. But instead of lengthy paragraphs and multiple pages covering each area of your business, stick with single sentences and bulleted lists.
If a one-page plan sounds like a better option, download our free simple one-page business plan template to get started.
Start your business plan today
Whether you're writing a business plan to validate your business idea, secure funding, or grow your existing business – our free business plan template will help you achieve your goals.
![Woman smiling with graphics overlayed Woman smiling with graphics overlayed](https://web-cdn.bplans.com/bplans/content/uploads/2023/08/10140908/start-today.jpg?format=auto&width=320&height=321)
Business plan template FAQ
What file formats are available for this business plan template?
Our free business plan template is available to download in a number of common file formats including Google Docs, Microsoft Word (doc.x), or as a free business plan PDF . You only have to provide your email address once in order to access all file types for this business plan template.
Can you print out this template for a business plan?
This is a printable business plan template—no matter if you download it as a pdf or word document, or access via Google Docs. The template is pre-formatted and structured to fit lender and investor standards, but can be edited and adjusted to suite your needs before printing. Just be aware that any changes may unintentionally break the template, so make sure to review before printing.
Why should I start with a business plan template?
You should start with a good business plan template (like this one) to avoid having to make guesses about what to include in your business plan and how to structure the document. This business plan template helps you organize your thoughts, and provides guidance, instructions, and examples to create an investor-ready and SBA-approved business plan format. It really speeds up the planning process. Oh, and it's 100% free!
Can I write a business plan myself?
You can absolutely write a business plan by yourself. Millions of entrepreneurs have been in your exact situation and have been able to write complete, detailed, and useful business plans. By using a business plan template, you can speed up the writing process, avoid costly mistakes, and write your business plan without having to pay for additional support.
What are the steps to write a business plan?
The steps to write a business plan include:
- Defining the opportunity: Explain the problem your business solves, the solution you offer, your target market, and the competitive landscape.
- Describing how you'll execute: Outline your marketing and sales strategies, operational plan, milestones, and success metrics.
- Adding company details: Provide information about your business structure, ownership, and team.
- Creating a financial plan and forecasts: Include detailed financial statements, forecasts, and funding requirements.
- Adding supplementary info to your appendix: Add any additional information, such as resumes, permits, and other relevant documents.
- Summarizing your plan: While it may be first, do your executive summary last. In it, you'll briefly summarize your business, highlighting key points such as mission, product/service, and basic financial information.
For additional information, check out our full step-by-step guide to write a business plan .
How many hours does it take to write a business plan?
It can take as little as 30-minutes to write a fully functioning business plan. However, if you need to create a more detailed business plan it can take multiple hours to actually write the full document. To save yourself time, be sure to pick an appropriate business plan type for your intended use case. Additionally, do any necessary research and collect your notes and other documentation beforehand so that you can focus all your effort on writing your business plan.
How can I write a simple business plan?
To write a simple business plan it's best to use a one-page business plan format. A one-page business plan includes all of the same components as a more detailed business plan but is designed to fit on a single page—making it more useful as an internal planning tool. If you still want to use a traditional business plan template, just focus on using bulleted lists and short sentences while writing to create a simpler business plan.
Is writing a business plan easy?
Writing a business plan can be easy if you use the right tools, understand your business, and come in prepared to write your business plan. Using a business plan template can make writing a business plan easier. Additionally, if you focus on just getting your information down quickly, with the expectation that you'll revisit and revise your plan, you can speed up and simplify the process .
Can someone else write my business plan for me?
Yes, you can hire a professional business plan writer to write your business plan for you. Working with a professional can be especially useful if you're still struggling to write your business plan even when using a template for your business plan. Just be prepared to talk about your business, provide the appropriate details, and review the finished business plan to be sure it actually reflects your business. If you need help vetting professional business plan writers, check out our free resource to help you ask just the right questions  of potential plan writers.
![business plan workbook free](https://no-cache.hubspot.com/cta/default/467363/interactive-171182264238.png)
Related Resources
![Female african american entrepreneur enjoying a calming yoga session, confident they will have a finished business plan created by a professional plan writer. business plan workbook free](https://web-cdn.bplans.com/bplans/content/uploads/2023/08/10141540/sample-plans.png?format=auto&width=300&height=230)
Work With a Professional Plan Writer
Your business plan template is ready
Edit in Google Docs
Download as Docx
Download as PDF
![LivePlan on a computer LivePlan on a computer](https://web-cdn.paloalto.com/bplans/downloads/redesign/liveplan-computer.png?format=auto&width=225&height=165)
Finish your business plan faster
Get an exclusive 14 day free trial to the world's #1 business planning software.
![Garrett's Bike Shop Garrett's Bike Shop](https://web-cdn.paloalto.com/oim-units/investor-pitch/garrett-card.png?format=auto&width=267&height=185)
The quickest way to turn a business idea into a business plan
Fill-in-the-blanks and automatic financials make it easy.
No thanks, I prefer writing 40-page documents.
![LivePlan pitch example LivePlan pitch example](https://web-cdn.paloalto.com/bplans/lp-footer/garrett.png?format=auto&width=265&height=151)
Discover the world’s #1 plan building software
![business plan workbook free](https://web-cdn.paloalto.com/bplans/lp-footer/minimize-white.png?format=auto&width=20&height=12)
Free Business Plan Templates in Excel
By Joe Weller | September 27, 2020
- Share on Facebook
- Share on LinkedIn
Link copied
In this article, we’ve rounded up an extensive list of free business plan templates and samples for organizations of all sizes. You can download all of the plans in Excel.Â
Included on this page, you’ll find business plan templates in Excel , business plan checklists in Excel , business plan financial templates in Excel , and more.
Business Plan Templates in Excel
These Excel business plan templates are designed to guide you through each step of a well-rounded strategy that supports your marketing, sales, financial, and operational goals.
Business Plan Template in Excel
![business plan workbook free Business Plan Template](https://www.smartsheet.com/sites/default/files/2020-11/IC-Business-Plan-Template.png)
This Excel business plan template has all the traditional components of a standard business plan, with each section divided into tabs. This template includes space to provide the executive summary, target audience characteristics, product or service offering details, marketing strategies, and more. The plan also offers built-in formulas to complete calculations for sales forecasting, financial statements, and key business ratios.
Download Business Plan Template
Excel | Smartsheet
One-Page Business Plan in Excel
![business plan workbook free business plan workbook free](https://www.smartsheet.com/sites/default/files/IC-One-Page-Business-Plan-Template.jpg)
To check the feasibility of your business concept, use this single-page business plan template. The template allows you to jot down the core details related to your idea. This template also includes room for you to provide concise information about what you do, how you do it, why you do it, who your idea serves, your competitive advantage, your marketing strategies, and your success factors. At the bottom of this one-page plan, you’ll find a table to conduct a SWOT (strengths, weaknesses, opportunities, and threats) analysis. Find more downloadable single-page plans and examples at “ One-Page Business Plan Templates with a Quick How-To Guide .”
Download One-Page Business Plan
Excel | Word | PDF | Smartsheet
Sample 30-60-90-Day Business Plan for Startup in Excel
![business plan workbook free Sample 30 60 90 Day Business Plan for Startup Template](https://www.smartsheet.com/sites/default/files/2020-11/IC-Sample-30-60-90-Day-Business-Plan-for-Startup-Template.png)
This 90-day business plan is designed for startup companies to develop a 90-day action plan. This template gives you room to outline the following: main goals and deliverables for each 30-day increment; key business activities; task ownership; and deadlines. This template also includes a built-in Gantt chart that adjusts as you enter dates. Visit “ 30-60-90-Day Business Plan Templates and Samples ” to download more free plans.
Download 30-60-90-Day Business Plan for Startup
For more free business plans in a wider variety of formats, visit “ Simple Business Plan Templates .”
Business Plan Checklists in Excel
These business plan checklists are useful for freelancers, entrepreneurs, and business owners who want to organize and track the progress of key business activities.
Business Planning Checklist with Timeline in Excel
![business plan workbook free Business Planning Checklist with Timeline](https://www.smartsheet.com/sites/default/files/2020-11/IC-Business-Planning-Checklist-with-Timeline.png)
Use this checklist to keep your business planning efforts on track. This template enables you to add tasks according to each phase of your plan, assign an owner to each task, and enter the respective start and end dates. The checklist also enables you to create and color-code a visual timeline when you highlight the start and end dates for each task.
Download Business Planning Checklist with Timeline Template
Business Plan Checklist with SWOT Analysis in Excel
![business plan workbook free Business Planning Checklist with SWOT Analysis](https://www.smartsheet.com/sites/default/files/2020-11/IC-Business-Planning-Checklist-with-SWOT-Analysis.png)
Use this business plan checklist to develop and organize your strategic plan. Add the name of the business activity, along with its status, due date, and pertinent notes. This template also includes a separate tab with a SWOT analysis matrix, so you can evaluate and prioritize your company’s strengths, weaknesses, opportunities, and threats.
Download Business Plan Checklist with SWOT Analysis - Excel
Business Startup Checklist in Excel
![business plan workbook free business plan workbook free](https://www.smartsheet.com/sites/default/files/IC-Business-Startup-Checklist-Template.jpg)
This checklist template is ideal for startup organizations. It allows you to list and categorize key tasks that you need to complete, including items related to research, strategic relationships, finance, development, and more. Check off each task upon completion to ensure you haven’t missed or overlooked any important business activities. Find additional resources by visiting “ Free Startup Plan, Budget & Cost Templates .”
‌Download Business Startup Checklist Template
Business Plan Financial Templates in Excel
Use these customizable templates to develop your organization’s financial plan.
Business Startup Costs Template in Excel
![business plan workbook free business plan workbook free](https://www.smartsheet.com/sites/default/files/IC-Business-Startup-Costs-Template.jpg)
Use this template to estimate and track your startup and operational costs. This template gives you room to list line items for both funding and expenses; you can automatically calculate totals using the built-in formulas. To avoid overspending, compare budgeted amounts against actual amounts to determine where you can cut costs or find additional funding.
Download Business Startup Costs Template
Small-Business Budget Template in Excel
![business plan workbook free business plan workbook free](https://www.smartsheet.com/sites/default/files/IC-Small-Business-Budget-Template.jpg)
This simple business budget template is designed with small businesses in mind. The template helps you track the income and expenses that you accrue on a monthly and yearly basis. To log your cash balances and transactions for a given time frame, use the tab for cash flow recording.
Download Small-Business Budget Template - Excel
Startup Financial Statement Projections Template
![business plan workbook free Startup Financial Projections Template](https://www.smartsheet.com/sites/default/files/2020-07/IC-Startup-Financial-Projections-Template.png)
This financial statement projections template includes a detailed profit and loss statement (or income statement), a balance sheet with business ratios, and a cash flow statement to analyze your company’s current and future financial position. This template also comes with built-in formulas, so you can calculate totals as you enter values and customize your statement to fit the needs of your business.
‌ Download Startup Financial Statement Projections Template
For additional templates to help you produce a sound financial plan, visit “ Free Financial Templates for a Business Plan .”
Business Plan Marketing and Sales Templates in Excel
Use these downloadable templates to support and reinforce the marketing and sales objectives in your business plan.
Sales Forecast Template in Excel
![business plan workbook free business plan workbook free](https://www.smartsheet.com/sites/default/files/IC-Sales-Forecast-Template.png)
This sales forecast template allows you to view the projected sales of your products or services at both individual and combined levels over a 12-month period. You can organize this template by department, product group, customer type, and other helpful categories. The template has built-in formulas to calculate monthly and yearly sales totals. For additional resources to project sales, visit “ Free Sales Forecasting Templates .”
Download Sales Forecast Template
Marketing Budget Plan in Excel
![business plan workbook free Marketing-Budget-Plan-Template](https://www.smartsheet.com/sites/default/files/IC-Marketing-Budget-Plan-Template.jpg)
This marketing budget plan template helps you organize and plan your campaign costs for key marketing activities, such as market research, advertising, content marketing , and public relations. Enter the projected quantity and cost under each campaign category; the built-in formulas enable you to calculate projected subtotals automatically. This template also includes a graph that auto-populates as you enter values, so you can see where your marketing dollars are going.
Download Marketing Budget Plan Template
Other Business Plans in Excel
Use these business plan templates to conduct analyses and develop a plan of action that aligns your strategy with your main business objectives.
Business Action Plan Template in Excel
![business plan workbook free business plan workbook free](https://www.smartsheet.com/sites/default/files/business-action-plan.jpg)
Use this basic action plan template to develop a roadmap for reaching your goals. Add a description of each action item, assign the responsible party, and list the required resources, potential hazards, key dates, and desired outcome. You can use this template to develop an action plan for marketing, sales, program development, and more.Â
Download Business Action Plan Template
Business Plan Rubric in Excel
![business plan workbook free business plan workbook free](https://www.smartsheet.com/sites/default/files/IC-Business-Plan-Rubric-Template.png)
Once you complete your business plan, use this rubric template to score each section to ensure you include all the essential information. You can customize this rubric to fit the needs of your organization and provide insight into the areas of your plan where you want to delve more deeply or remove unnecessary details. By following these steps, you can make certain that your final business plan is clear, concise, and thorough.
Download Simple Business Plan Rubric
Competitive Analysis Template in Excel
![business plan workbook free business plan workbook free](https://www.smartsheet.com/sites/default/files/IC-Competitive-Analysis-Template.jpg)
This template enables you to analyze the competitive landscape and industry for your business. By providing details related to your company and competitors, you can assess and compare all key areas, including the target market, marketing strategies, product or service offerings, distribution channels, and more.
Download Competitive Analysis Template
Excel  | Smartsheet
For additional free templates for all aspects of your business, visit “ Free Business Templates for Organizations of All Sizes .”
Turbo-Charge Your Business Plans with Templates from Smartsheet
Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change.Â
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.Â
When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time. Try Smartsheet for free, today.
Discover why over 90% of Fortune 100 companies trust Smartsheet to get work done.
You might be using an unsupported or outdated browser. To get the best possible experience please use the latest version of Chrome, Firefox, Safari, or Microsoft Edge to view this website. |
Simple Business Plan Template (2024)
![business plan workbook free Krista Fabregas](https://thumbor.forbes.com/thumbor/fit-in/x/https://www.forbes.com/advisor/wp-content/uploads/2022/04/Krista-Fabregas_CBheadshot-88x88.jpeg)
Updated: May 4, 2024, 4:37pm
![business plan workbook free Simple Business Plan Template (2024)](https://thumbor.forbes.com/thumbor/fit-in/900x510/https://www.forbes.com/advisor/wp-content/uploads/2022/10/Simple_Business_Plan_-_article_image.jpg)
Table of Contents
Why business plans are vital, get your free simple business plan template, how to write an effective business plan in 6 steps, frequently asked questions.
While taking many forms and serving many purposes, they all have one thing in common: business plans help you establish your goals and define the means for achieving them. Our simple business plan template covers everything you need to consider when launching a side gig, solo operation or small business. By following this step-by-step process, you might even uncover a few alternate routes to success.
Featured Partners
ZenBusiness
$0 + State Fees
Varies By State & Package
![business plan workbook free ZenBusiness](https://thumbor.forbes.com/thumbor/fit-in/x/https://thumbor.forbes.com/thumbor/fit-in/200x/https://thumbor.forbes.com/thumbor/fit-in/150x/https://www.forbes.com/advisor/wp-content/uploads/2022/01/Zenbusinessnew.png)
On ZenBusiness' Website
![business plan workbook free LegalZoom](https://thumbor.forbes.com/thumbor/fit-in/x/https://thumbor.forbes.com/thumbor/fit-in/200x/https://thumbor.forbes.com/thumbor/fit-in/150x/https://www.forbes.com/advisor/wp-content/uploads/2023/10/image-15.png)
On LegalZoom's Website
Northwest Registered Agent
$39 + State Fees
![business plan workbook free Northwest Registered Agent](https://thumbor.forbes.com/thumbor/fit-in/x/https://thumbor.forbes.com/thumbor/fit-in/200x/https://thumbor.forbes.com/thumbor/fit-in/150x/https://www.forbes.com/advisor/wp-content/uploads/2022/06/northwest-registered-agent.png)
On Northwest Registered Agent's Website
$0 + State Fee
On Formations' Website
Whether you’re a first-time solopreneur or a seasoned business owner, the planning process challenges you to examine the costs and tasks involved in bringing a product or service to market. The process can also help you spot new income opportunities and hone in on the most profitable business models.
Though vital, business planning doesn’t have to be a chore. Business plans for lean startups and solopreneurs can simply outline the business concept, sales proposition, target customers and sketch out a plan of action to bring the product or service to market. However, if you’re seeking startup funding or partnership opportunities, you’ll need a write a business plan that details market research, operating costs and revenue forecasting. Whichever startup category you fall into, if you’re at square one, our simple business plan template will point you down the right path.
Copy our free simple business plan template so you can fill in the blanks as we explore each element of your business plan. Need help getting your ideas flowing? You’ll also find several startup scenario examples below.
Download free template as .docx
Whether you need a quick-launch overview or an in-depth plan for investors, any business plan should cover the six key elements outlined in our free template and explained below. The main difference in starting a small business versus an investor-funded business is the market research and operational and financial details needed to support the concept.
1. Your Mission or Vision
Start by declaring a “dream statement” for your business. You can call this your executive summary, vision statement or mission. Whatever the name, the first part of your business plan summarizes your idea by answering five questions. Keep it brief, such as an elevator pitch. You’ll expand these answers in the following sections of the simple business plan template.
- What does your business do? Are you selling products, services, information or a combination?
- Where does this happen? Will you conduct business online, in-store, via mobile means or in a specific location or environment?
- Who does your business benefit? Who is your target market and ideal customer for your concept?
- Why would potential customers care? What would make your ideal customers take notice of your business?
- How do your products and/or services outshine the competition? What would make your ideal customers choose you over a competitor?
These answers come easily if you have a solid concept for your business, but don’t worry if you get stuck. Use the rest of your plan template to brainstorm ideas and tactics. You’ll quickly find these answers and possibly new directions as you explore your ideas and options.
2. Offer and Value Proposition
This is where you detail your offer, such as selling products, providing services or both, and why anyone would care. That’s the value proposition. Specifically, you’ll expand on your answers to the first and fourth bullets from your mission/vision.
As you complete this section, you might find that exploring value propositions uncovers marketable business opportunities that you hadn’t yet considered. So spend some time brainstorming the possibilities in this section.
For example, a cottage baker startup specializing in gluten-free or keto-friendly products might be a value proposition that certain audiences care deeply about. Plus, you could expand on that value proposition by offering wedding and other special-occasion cakes that incorporate gluten-free, keto-friendly and traditional cake elements that all guests can enjoy.
![business plan workbook free](https://thumbor.forbes.com/thumbor/fit-in/x/https://www.forbes.com/advisor/wp-content/uploads/2022/10/Value_Proposition.jpg)
3. Audience and Ideal Customer
Here is where you explore bullet point number three, who your business will benefit. Identifying your ideal customer and exploring a broader audience for your goods or services is essential in defining your sales and marketing strategies, plus it helps fine-tune what you offer.
There are many ways to research potential audiences, but a shortcut is to simply identify a problem that people have that your product or service can solve. If you start from the position of being a problem solver, it’s easy to define your audience and describe the wants and needs of your ideal customer for marketing efforts.
Using the cottage baker startup example, a problem people might have is finding fresh-baked gluten-free or keto-friendly sweets. Examining the wants and needs of these people might reveal a target audience that is health-conscious or possibly dealing with health issues and willing to spend more for hard-to-find items.
However, it’s essential to have a customer base that can support your business. You can be too specialized. For example, our baker startup can attract a broader audience and boost revenue by offering a wider selection of traditional baked goods alongside its gluten-free and keto-focused specialties.
4. Revenue Streams, Sales Channels and Marketing
Thanks to our internet-driven economy, startups have many revenue opportunities and can connect with target audiences through various channels. Revenue streams and sales channels also serve as marketing vehicles, so you can cover all three in this section.
Revenue Streams
Revenue streams are the many ways you can make money in your business. In your plan template, list how you’ll make money upon launch, plus include ideas for future expansion. The income possibilities just might surprise you.
For example, our cottage baker startup might consider these revenue streams:
- Product sales : Online, pop-up shops , wholesale and (future) in-store sales
- Affiliate income : Monetize blog and social media posts with affiliate links
- Advertising income : Reserve website space for advertising
- E-book sales : (future) Publish recipe e-books targeting gluten-free and keto-friendly dessert niches
- Video income : (future) Monetize a YouTube channel featuring how-to videos for the gluten-free and keto-friendly dessert niches
- Webinars and online classes : (future) Monetize coaching-style webinars and online classes covering specialty baking tips and techniques
- Members-only content : (future) Monetize a members-only section of the website for specialty content to complement webinars and online classes
- Franchise : (future) Monetize a specialty cottage bakery concept and sell to franchise entrepreneurs
Sales Channels
Sales channels put your revenue streams into action. This section also answers the “where will this happen” question in the second bullet of your vision.
The product sales channels for our cottage bakery example can include:
- Mobile point-of-sale (POS) : A mobile platform such as Shopify or Square POS for managing in-person sales at local farmers’ markets, fairs and festivals
- E-commerce platform : An online store such as Shopify, Square or WooCommerce for online retail sales and wholesale sales orders
- Social media channels : Facebook, Instagram and Pinterest shoppable posts and pins for online sales via social media channels
- Brick-and-mortar location : For in-store sales , once the business has grown to a point that it can support a physical location
Channels that support other income streams might include:
- Affiliate income : Blog section on the e-commerce website and affiliate partner accounts
- Advertising income : Reserved advertising spaces on the e-commerce website
- E-book sales : Amazon e-book sales via Amazon Kindle Direct Publishing
- Video income : YouTube channel with ad monetization
- Webinars and online classes : Online class and webinar platforms that support member accounts, recordings and playback
- Members-only content : Password-protected website content using membership apps such as MemberPress
Nowadays, the line between marketing and sales channels is blurred. Social media outlets, e-books, websites, blogs and videos serve as both marketing tools and income opportunities. Since most are free and those with advertising options are extremely economical, these are ideal marketing outlets for lean startups.
However, many businesses still find value in traditional advertising such as local radio, television, direct mail, newspapers and magazines. You can include these advertising costs in your simple business plan template to help build a marketing plan and budget.
![business plan workbook free](https://thumbor.forbes.com/thumbor/fit-in/x/https://www.forbes.com/advisor/wp-content/uploads/2022/10/Social_Media_Marketing.jpg)
5. Structure, Suppliers and Operations
This section of your simple business plan template explores how to structure and operate your business. Details include the type of business organization your startup will take, roles and responsibilities, supplier logistics and day-to-day operations. Also, include any certifications or permits needed to launch your enterprise in this section.
Our cottage baker example might use a structure and startup plan such as this:
- Business structure : Sole proprietorship with a “doing business as” (DBA) .
- Permits and certifications : County-issued food handling permit and state cottage food certification for home-based food production. Option, check into certified commercial kitchen rentals.
- Roles and responsibilities : Solopreneur, all roles and responsibilities with the owner.
- Supply chain : Bulk ingredients and food packaging via Sam’s Club, Costco, Amazon Prime with annual membership costs. Uline for shipping supplies; no membership needed.
- Day-to-day operations : Source ingredients and bake three days per week to fulfill local and online orders. Reserve time for specialty sales, wholesale partner orders and market events as needed. Ship online orders on alternating days. Update website and create marketing and affiliate blog posts on non-shipping days.
Start A Limited Liability Company Online Today with ZenBusiness
Click to get started.
6. Financial Forecasts
Your final task is to list forecasted business startup and ongoing costs and profit projections in your simple business plan template. Thanks to free business tools such as Square and free marketing on social media, lean startups can launch with few upfront costs. In many cases, cost of goods, shipping and packaging, business permits and printing for business cards are your only out-of-pocket expenses.
Cost Forecast
Our cottage baker’s forecasted lean startup costs might include:
Business Need | Startup Cost | Ongoing Cost | Source |
---|---|---|---|
Gross Profit Projections
This helps you determine the retail prices and sales volume required to keep your business running and, hopefully, earn income for yourself. Use product research to spot target retail prices for your goods, then subtract your cost of goods, such as hourly rate, raw goods and supplier costs. The total amount is your gross profit per item or service.
Here are some examples of projected gross profits for our cottage baker:
Product | Retail Price | (Cost) | Gross Profit |
---|---|---|---|
Bottom Line
Putting careful thought and detail in a business plan is always beneficial, but don’t get so bogged down in planning that you never hit the start button to launch your business . Also, remember that business plans aren’t set in stone. Markets, audiences and technologies change, and so will your goals and means of achieving them. Think of your business plan as a living document and regularly revisit, expand and restructure it as market opportunities and business growth demand.
Is there a template for a business plan?
You can copy our free business plan template and fill in the blanks or customize it in Google Docs, Microsoft Word or another word processing app. This free business plan template includes the six key elements that any entrepreneur needs to consider when launching a new business.
What does a simple business plan include?
A simple business plan is a one- to two-page overview covering six key elements that any budding entrepreneur needs to consider when launching a startup. These include your vision or mission, product or service offering, target audience, revenue streams and sales channels, structure and operations, and financial forecasts.
How can I create a free business plan template?
Start with our free business plan template that covers the six essential elements of a startup. Once downloaded, you can edit this document in Google Docs or another word processing app and add new sections or subsections to your plan template to meet your specific business plan needs.
What basic items should be included in a business plan?
When writing out a business plan, you want to make sure that you cover everything related to your concept for the business,  an analysis of the industry―including potential customers and an overview of the market for your goods or services―how you plan to execute your vision for the business, how you plan to grow the business if it becomes successful and all financial data around the business, including current cash on hand, potential investors and budget plans for the next few years.
- Best LLC Services
- Best Registered Agent Services
- Best Trademark Registration Services
- Top LegalZoom Competitors
- Best Business Loans
- Best Business Plan Software
- ZenBusiness Review
- LegalZoom LLC Review
- Northwest Registered Agent Review
- Rocket Lawyer Review
- Inc. Authority Review
- Rocket Lawyer vs. LegalZoom
- Bizee Review (Formerly Incfile)
- Swyft Filings Review
- Harbor Compliance Review
- Sole Proprietorship vs. LLC
- LLC vs. Corporation
- LLC vs. S Corp
- LLP vs. LLC
- DBA vs. LLC
- LegalZoom vs. Incfile
- LegalZoom vs. ZenBusiness
- LegalZoom vs. Rocket Lawyer
- ZenBusiness vs. Incfile
- How To Start A Business
- How to Set Up an LLC
- How to Get a Business License
- LLC Operating Agreement Template
- 501(c)(3) Application Guide
- What is a Business License?
- What is an LLC?
- What is an S Corp?
- What is a C Corp?
- What is a DBA?
- What is a Sole Proprietorship?
- What is a Registered Agent?
- How to Dissolve an LLC
- How to File a DBA
- What Are Articles Of Incorporation?
- Types Of Business Ownership
Next Up In Company Formation
- Best Online Legal Services
- How To Write A Business Plan
- Member-Managed LLC Vs. Manager-Managed LLC
- Starting An S-Corp
- LLC Vs. C-Corp
- How Much Does It Cost To Start An LLC?
![business plan workbook free What Is SNMP? Simple Network Management Protocol Explained](https://www.forbes.com/advisor/wp-content/uploads/2024/08/What-Is-SNMP-Simple-Network-Management-Protocol-Explained-568x322.png)
What Is SNMP? Simple Network Management Protocol Explained
![business plan workbook free AJ Dellinger](https://www.forbes.com/advisor/wp-content/uploads/2023/08/AJ-Dellinger.png)
What Is A Single-Member LLC? Definition, Pros And Cons
![business plan workbook free Evan Tarver](https://www.forbes.com/advisor/wp-content/uploads/2023/06/headshot-1.jpeg)
What Is Penetration Testing? Definition & Best Practices
![business plan workbook free Juliana Kenny](https://www.forbes.com/advisor/wp-content/uploads/2023/06/Juliana.Kenny-headshot.png)
What Is Network Access Control (NAC)?
![business plan workbook free Leeron Hoory](https://www.forbes.com/advisor/wp-content/uploads/2021/05/leeron.jpeg)
What Is Network Segmentation?
![business plan workbook free How To Start A Business In Louisiana (2024 Guide)](https://www.forbes.com/advisor/wp-content/uploads/2024/07/image1-46-568x322.png)
How To Start A Business In Louisiana (2024 Guide)
![business plan workbook free Jacqueline Nguyen, Esq.](https://www.forbes.com/advisor/wp-content/uploads/2022/02/Nguyen-Headshot-1.png)
Krista Fabregas is a seasoned eCommerce and online content pro sharing more than 20 years of hands-on know-how with those looking to launch and grow tech-forward businesses. Her expertise includes eCommerce startups and growth, SMB operations and logistics, website platforms, payment systems, side-gig and affiliate income, and multichannel marketing. Krista holds a bachelor's degree in English from The University of Texas at Austin and held senior positions at NASA, a Fortune 100 company, and several online startups.
![business plan workbook free](https://www.morebusiness.com/wp-content/uploads/2018/04/cropped-MB-logo-for-dark-background-1366px-1024x151.png)
Business Plan Workbook PDF: Easy Step-by-Step Planning eBook
![business plan workbook free business plan workbook pdf](https://www.morebusiness.com/wp-content/uploads/2022/12/business-plan-workbook-pdf.png)
This business plan workbook PDF format takes an innovative approach to writing a business plan that is not only effective, but fun.
![business plan workbook free Download Now](https://www.morebusiness.com/wp-content/uploads/2018/05/download-now-150x46.png)
What’s Inside the Business Plan Workbook PDF
Aspiring and seasoned entrepreneurs can follow the step-by-step process in this business plan workbook to make the task of writing a business plan easier.
This 32-page business plan workbook comes as a PDF eBook that provides proven advice, illustrative examples, and powerful exercises that are geared to help entrepreneurs focus on the core and foundational strategy of their business concepts.
![business plan workbook free business plan workbook PDF ebook](https://www.morebusiness.com/wp-content/uploads/2022/11/business-plan-ebook-screenshot-1024x688.png)
Business Planning Exercises and Sample Text
You’ll get insightful exercises to define your 1-5-10-20-year plan and create a realistic business plan to achieve what you dream.
Plus, copy/paste fully-written examples of elevator speeches for life coaches, financial advisors, software firms, real estate agents and others that you can morph for your own business.
And since getting customers is the most critical part of any business, you’ll see precisely how to identify your ideal client profile along with a clear example of what a good profile looks like.
The exercises in this workbook strip business planning down to the basics in order to create a simple, yet extremely useful business plan.
From comprehensive questions that help you specifically pinpoint your customer base to strategies on how to stand out from your competition, this PDF eBook helps every entrepreneur translate concepts into reality. Inside this workbook, you will find valuable instructions on how to plan a business.
Download this business plan workbook PDF now and walk through:
- Setting tangible goals and milestones
- Creating a powerful elevator speech
- Precisely defining your target customer base
- Intelligently understanding your competition
- Articulately structuring the core of your business plan
- And much more!
This business plan workbook goes beyond the cold numbers to help any entrepreneur plan a business with his or her life ambitions in mind. You’ll be able to crystallize your vision.
Get the Business Planning eBook for Just $7 (USD) – PDF Download
Business plan writing is no longer a theoretical concept peppered with complicated financial models. Instead, this workbook speaks to entrepreneurs like you who want to plan a business to realize your dreams and fulfill your potential.
Through effective, hands-on exercises, you can instantly practice what you read – which translates into a more engaging, effective business plan writing experience.
After reading this resource, entrepreneurs will be able to plan a business based upon strategic action items that will help you reach your goals. By downloading this business plan workbook, readers will also receive access to free business plan templates , along with a variety of exercises to prepare you to plan a business successfully.
Like this? Share it with your network:
I need help with:, popular topics:.
- Learning SEO
- Generating Sales
- Writing a Marketing Plan
- Writing a Business Plan
- Leading My Team
- Free Marketing Webinars
- Starting My First Business
Got a Question?
Get personalized expert answers to your business questions – free.
Affiliate Disclosure : This post may contain affiliate links, meaning we get a commission if you decide to purchase something using one of our links at no extra cost to you.
You Might Also Like...
![business plan workbook free discount on consulting fees](https://www.morebusiness.com/wp-content/uploads/2024/06/discount-on-consulting-fees.png)
Should I Give a Discount on My Consulting Fees?
![business plan workbook free seo title tag examples](https://www.morebusiness.com/wp-content/uploads/2024/04/seo-title-tag-makeover.png)
SEO Title Tag Makeover: 4 Powerful Examples
![business plan workbook free employee engagement action plan](https://www.morebusiness.com/wp-content/uploads/2023/12/employee-engagement-action-plan.jpg)
5 Steps to Design an Effective Employee Engagement Action Plan
![business plan workbook free find a mentor](https://www.morebusiness.com/wp-content/uploads/2018/02/find-a-mentor.png)
4 Actionable Steps to Find a Mentor for Your Business
![business plan workbook free scheduling tips](https://www.morebusiness.com/wp-content/uploads/2019/12/day-planner-828611_1920.jpg)
5 Effective Scheduling Tips To Boost Your Productivity
![business plan workbook free business coaching vs executive coaching](https://www.morebusiness.com/wp-content/uploads/2024/02/business-coaching-vs-executive-coaching.png)
Business Coaching vs Executive Coaching: 10 Examples
![business plan workbook free employee satisfaction secrets](https://www.morebusiness.com/wp-content/uploads/2024/02/employee-satisfaction-secrets.jpg)
7 Employee Satisfaction Secrets: Nurturing a Happy Small Business Team
![business plan workbook free securing your first 10 investors](https://www.morebusiness.com/wp-content/uploads/2024/02/securing-your-first-10-investors.jpg)
Secure Your First 10 Investors: Step-by-Step Startup Guide
![business plan workbook free](https://www.morebusiness.com/wp-content/uploads/2021/03/MB-pictogram-1366px.png)
SEO Coaching and Marketing Courses
Get More Business
Marketing tools.
- SEO Keyword Tool
- MSP Website Content Kit
- Done-for-You Content
- Graphic Design Tool
- Webinar Automation
- Getting Referrals
- Hubspot Marketing Automation
Popular Downloads
- Marketing Plan Example
- MSP Marketing Plan
- Life Coach Business Plan
- Consulting Business Plan
- How to Write a Business Plan
- Clothing Line Business Plan
- Restaurant Business Plan
- Personal Trainer Business Plan
- Trucking Business Plan
- Pizza Restaurant Business Plan
Free Guides
- B2B SaaS SEO Best Practices
- MSP SEO Marketing Playbook
- Buyer Persona Examples
- How to Increase Google Rankings
- New Client Welcome Package
- How to Create a Happy Customer
- Brand Development Guide
- SaaS Metrics Dashboard
- Marketing and SEO Videos
- Salary Calculator
- Executive Coaching Newsletter
- Contributing Content
- Affiliate Disclosure
![](http://serviteca.online/777/templates/cheerup2/res/banner1.gif)
IMAGES
COMMENTS
Our free business planning workbook (PDF) is designed to assist entrepreneurs like you in creating a well-structured and comprehensive business plan. This workbook provides step-by-step guidance and exercises to help you gather and organize the necessary information for your business plan. It covers each of the key aspects of business planning ...
A good business plan guides you through each stage of starting and managing your business. You'll use your business plan as a roadmap for how to structure, run, and grow your new business. It's a way to think through the key elements of your business. Business plans can help you get funding or bring on new business partners.
A well-crafted plan will continue to serve you throughout the life of your business. Expect to update your document regularly to ensure the information is current and aligns with the overall goals and growth of your organization. Instructions: Use this workbook to solidify and document the core components of your business plan.
Lean Business Plan Template PDF. This scannable business plan template allows you to easily identify the most important elements of your plan. Use this template to outline key details pertaining to your business and industry, product or service offerings, target customer segments (and channels to reach them), and to identify sources of revenue.
15+ Business Plan Books for Free! [PDF] by InfoBooks. Planning in business is of vital importance for the founding of any type of company. This is why we bring you this collection of business plan books in PDF format so you can start your adventure as it should be, with foresight and order. Business plans were born in the mid-20th century, but ...
The rest, while still useful, go a bit lighter on guidance in favor of tailoring the plan to a specific industry. Explore: PandaDoc's business plan template library. 5. Canva — Pitch with your plan. Canva is a great option for building a visually stunning business plan that can be used as a pitch tool.
There are 10 key parts of a business plan you'll need to complete: 1. Executive summary. An executive summary lays out all the vital information about your business within a relatively short space. It's typically one page or less and acts as a high-level overview that summarizes the other sections of your plan.
Business Glossary. Definitions for common terminology and acronyms that every small business owner should know. Bplans offers free business plan samples and templates, business planning resources, how-to articles, financial calculators, industry reports and entrepreneurship webinars.
Download a free download free business plan examples template with SBA-approved format. Includes pre-filled examples and step-by-step guides for a successful start. What You'll Get: A complete business plan Unlike other blank templates, our business plan examples are complete business plans with all of the text and financial forecasts already ...
Plan your business from start to finish with this free 27-page workbook and organise all the brilliant ideas you have. When you're done, turn this workbook into your very own final business plan with our Comprehensive Business Plan template! The Ultimate Business Planning Workbook (PDF) quantity. Add to cart.
Update (7/22/2016): We've added a basic break-even analysis worksheet to the companion Excel workbook.. Description. This template provides a business plan outline with sample questions, tables, and a working table of contents. It was created for newer versions of Word and Excel (Office 2007 or later) so that you can easily change the fonts and color scheme and the file will be compatible with ...
Download Simple Small-Business Plan Template. Word | PDF. This template walks you through each component of a small-business plan, including the company background, the introduction of the management team, market analysis, product or service offerings, a financial plan, and more. This template also comes with a built-in table of contents to ...
Download Wix's free business plan template. Creating a successful business plan is no easy feat. That's why we've put together a simple, customizable, and free-to-download business plan template that takes the guesswork out of getting started. Use it to create a new business plan or to refresh an existing one.
Perhaps most importantly, it includes complete financial projections. You simply enter some numbers (for example the # of products/services you expect to sell and the price), and Growthink's Ultimate Business Plan Template automatically builds your 5-year Income Statement, Balance Sheet and Cash Flow Statement.
BUSINESS & STRATEGY TEMPLATES. 600+ PAGES - THE $150 VALUE PACK. 168-page Compendium of Strategy Frameworks. 186-page HR & Org Strategy Presentation Template. 121-page Strategic Plan & Company Overview. 100-page Sales Strategy Plan Presentation. 114-page Market & Competitive Analysis Template.
Download a free business plan template in Google Doc, Microsoft Word, and PDF formats. Includes expert guidance to help fill out each section. Why you need a business plan template Writing a business plan can seem like a big task, especially if you're starting a business for the first time and don't have a financial background. After all ...
If that's your goal, definitely check this one out. 8. Invoiceberry Templates for Word, Open Office, Excel, or PPT. U.K. online invoicing software brand Invoiceberry offers free business plan ...
Sample 30-60-90-Day Business Plan for Startup in Excel. This 90-day business plan is designed for startup companies to develop a 90-day action plan. This template gives you room to outline the following: main goals and deliverables for each 30-day increment; key business activities; task ownership; and deadlines.
E-book sales: Amazon e-book sales via Amazon Kindle Direct Publishing; ... This free business plan template includes the six key elements that any entrepreneur needs to consider when launching a ...
How to write a business plan in 10 steps. Now, let's dive into the 10 key elements of your business plan. 1. Create an executive summary. Even though it appears first in the plan, write your executive summary last so you can condense essential ideas from the other nine sections. For now, leave it as a placeholder.
By downloading this business plan workbook, readers will also receive access to free business plan templates, along with a variety of exercises to prepare you to plan a business successfully. This business plan workbook normally sells for $99, but you can download it instantly right now for $7 (USD). Get it today and start your business plan ...