Free PDF Business Plan Templates and Samples
By Joe Weller | September 9, 2020
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We’ve gathered the most useful collection of business plan PDF templates and samples, including options for organizations of any size and type.
On this page, you’ll find free PDF templates for a simple business plan , small business plan , startup business plan , and more.
Simple Business Plan PDF Templates
These simple business plan PDF templates are ready to use and customizable to fit the needs of any organization.
Simple Business Plan Template PDF
This template contains a traditional business plan layout to help you map out each aspect, from a company overview to sales projections and a marketing strategy. This template includes a table of contents, as well as space for financing details that startups looking for funding may need to provide.
Download Simple Business Plan Template - PDF
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. There is also space to include key performance metrics and a timeline of activities.
Download Lean Business Plan Template - PDF
Simple 30-60-90 Day Business Plan Template PDF
This template is designed to help you develop and implement a 90-day business plan by breaking it down into manageable chunks of time. Use the space provided to detail your main goals and deliverables for each timeframe, and then add the steps necessary to achieve your objectives. Assign task ownership and enter deadlines to ensure your plan stays on track every step of the way.
Download Simple 30-60-90 Day Business Plan Template
PDF | Smartsheet
One-Page Business Plan PDF Templates
The following single page business plan templates are designed to help you download your key ideas on paper, and can be used to create a pitch document to gain buy-in from partners, investors, and stakeholders.
One-Page Business Plan Template PDF
Use this one-page template to summarize each aspect of your business concept in a clear and concise manner. Define the who, what, why, and how of your idea, and use the space at the bottom to create a SWOT analysis (strengths, weaknesses, opportunities, and threats) for your business.
Download One-Page Business Plan Template
If you’re looking for a specific type of analysis, check out our collection of SWOT templates .
One-Page Lean Business Plan PDF
This one-page business plan template employs the Lean management concept, and encourages you to focus on the key assumptions of your business idea. A Lean plan is not stagnant, so update it as goals and objectives change — the visual timeline at the bottom is ideal for detailing milestones.
Download One-Page Lean Business Plan Template - PDF
One-Page 30-60-90 Day Business Plan Template
Use this business plan template to identify main goals and outline the necessary activities to achieve those goals in 30, 60, and 90-day increments. Easily customize this template to fit your needs while you track the status of each task and goal to keep your business plan on target.
Download One-Page 30-60-90 Day Business Plan Template
For additional single page plans, including an example of a one-page business plan , visit " One-Page Business Plan Templates with a Quick How-To Guide ."
Small Business Plan PDF Templates
These business plan templates are useful for small businesses that want to map out a way to meet organizational objectives, including how to structure, operate, and expand their business.
Simple Small Business Plan Template PDF
A small business can use this template to outline each critical component of a business plan. There is space to provide details about product or service offerings, target audience, customer reach strategy, competitive advantage, and more. Plus, there is space at the bottom of the document to include a SWOT analysis. Once complete, you can use the template as a basis to build out a more elaborate plan.
Download Simple Small Business Plan Template
Fill-In-the-Blank Small Business Plan Template PDF
This fill-in-the-blank template walks you through each section of a business plan. Build upon the fill-in-the-blank content provided in each section to add information about your company, business idea, market analysis, implementation plan, timeline of milestones, and much more.
Download Fill-In-the-Blank Small Business Plan Template - PDF
One-Page Small Business Plan Template PDF
Use this one-page template to create a scannable business plan that highlights the most essential parts of your organization’s strategy. Provide your business overview and management team details at the top, and then outline the target market, market size, competitive offerings, key objectives and success metrics, financial plan, and more.
Download One-Page Business Plan for Small Business - PDF
Startup Business Plan PDF Templates
Startups can use these business plan templates to check the feasibility of their idea, and articulate their vision to potential investors.
Startup Business Plan Template
Use this business plan template to organize and prepare each essential component of your startup plan. Outline key details relevant to your concept and organization, including your mission and vision statement, product or services offered, pricing structure, marketing strategy, financial plan, and more.
Download Startup Business Plan Template
Sample 30-60-90 Day Business Plan for Startup
Startups can use this sample 30-60-90 day plan to establish main goals and deliverables spanning a 90-day period. Customize the sample goals, deliverables, and activities provided on this template according to the needs of your business. Then, assign task owners and set due dates to help ensure your 90-day plan stays on track.
Download Sample 30-60-90 Day Business Plan for Startup Template
For additional resources to create your plan, visit “ Free Startup Business Plan Templates and Examples .”
Nonprofit Business Plan PDF Templates
Use these business plan PDF templates to outline your organization’s mission, your plan to make a positive impact in your community, and the steps you will take to achieve your nonprofit’s goals.
Nonprofit Business Plan Template PDF
Use this customizable PDF template to develop a plan that details your organization’s purpose, objectives, and strategy. This template features a table of contents, with room to include your nonprofit’s mission and vision, key team and board members, program offerings, a market and industry analysis, promotional plan, financial plan, and more. This template also contains a visual timeline to display historic and future milestones.
Download Nonprofit Business Plan Template - PDF
One-Page Business Plan for Nonprofit Organization PDF
This one-page plan serves as a good starting point for established and startup nonprofit organizations to jot down their fundamental goals and objectives. This template contains all the essential aspects of a business plan in a concise and scannable format, including the organizational overview, purpose, promotional plan, key objectives and success metrics, fundraising goals, and more.
Download One-Page Business Plan for Nonprofit Organization Template - PDF
Fill-In-the-Blank Business Plan PDF Templates
Use these fill-in-the-blank templates as a foundation for creating a comprehensive roadmap that aligns your business strategy with your marketing, sales, and financial goals.
Simple Fill-In-the-Blank Business Plan PDF
The fill-in-the-blank template contains all the vital parts of a business plan, with sample content that you can customize to fit your needs. There is room to include an executive summary, business description, market analysis, marketing plan, operations plan, financial statements, and more.
Download Simple Fill-In-the-Blank Business Plan Template - PDF
Lean Fill-In-the-Blank Business Plan PDF
This business plan is designed with a Lean approach that encourages you to clarify and communicate your business idea in a clear and concise manner. This single page fill-in-the-blank template includes space to provide details about your management team, the problem you're solving, the solution, target customers, cost structure, and revenue streams. Use the timeline at the bottom to produce a visual illustration of key milestones.
Download Fill-In-the-Blank Lean Business Plan Template - PDF
For additional resources, take a look at " Free Fill-In-the-Blank Business Plan Templates ."
Sample Business Plan PDF Templates
These sample business plan PDF templates can help you to develop an organized, thorough, and professional business plan.
Business Plan Sample
This business plan example demonstrates a plan for a fictional food truck company. The sample includes all of the elements in a traditional business plan, which makes it a useful starting point for developing a plan specific to your business needs.
Download Basic Business Plan Sample - PDF
Sample Business Plan Outline Template
Use this sample outline as a starting point for your business plan. Shorten or expand the outline depending on your organization’s needs, and use it to develop a table of contents for your finalized plan.
Download Sample Business Plan Outline Template - PDF
Sample Business Financial Plan Template
Use this sample template to develop the financial portion of your business plan. The template provides space to include a financial overview, key assumptions, financial indicators, and business ratios. Complete the break-even analysis and add your financial statements to help prove the viability of your organization’s business plan.
Download Business Financial Plan Template
PDF | Smartsheet
For more free, downloadable templates for all aspects of your business, check out “ Free Business Templates for Organizations of All Sizes .”
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ROYAL Q - Explanation of the Compensation Plan
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Business Plans
As an agency of the Government of Ontario, the Royal Ontario Museum is required to follow the policies and procedures set out in the Agencies and Accountability Directive. To meet this directive an annual business plan, approved by a Minister, is made publicly available on our website.
Archived Business Plans
Public Business Plan Fiscal 2021-22 (PDF) ROM Mandate Letter, 2021-22 (PDF) ROM Mandate Letter, 2020-21 (PDF) Public Business Plan Fiscal 2020-21 (PDF) Public Business Plan Fiscal 2019-20 (PDF) Public Business Plan Fiscal 2017-18 (PDF) Minister Letter to the ROM Chair, November 23, 2016 (PDF) Public Business Plan Fiscal 2016-17 (PDF) Public Business Plan Fiscal 2015-16 (PDF)
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Real Estate Agency Business Plan PDF Example
- May 7, 2024
- Business Plan
Creating a comprehensive business plan is crucial for launching and running a successful real estate agency. This plan serves as your roadmap, detailing your vision, operational strategies, and financial plan. It helps establish your real estate agency’s identity, navigate the competitive market, and secure funding for growth.
This article not only breaks down the critical components of a real estate agency business plan, but also provides an example of a business plan to help you craft your own.
Whether you’re an experienced entrepreneur or new to the real estate industry, this guide, complete with a business plan example, lays the groundwork for turning your real estate agency concept into reality. Let’s dive in!
Our real estate agency business plan covers all essential aspects necessary for a comprehensive strategy. It details operations, marketing strategy , market environment, competitors, management team, and financial forecasts.
- Executive Summary : Provides an overview of the real estate agency’s business concept, market analysis , management, and financial strategy.
- Real Estate Brokerage Services & Fees: Describes the brokerage services including property sales and acquisitions, along with a fee structure.
- Property Management Services & Fees: Outlines property management services offered and their respective fees.
- Key Stats : Offers data on industry size , growth trends, and market positioning.
- Key Trends: Highlights significant trends impacting the industry, such as digital transformation and changing buyer preferences.
- Key Competitors : Analyzes primary competitors and differentiates the agency from these competitors.
- SWOT : Analyzes strengths, weaknesses, opportunities, and threats.
- Marketing Plan : Outlines tactics for attracting new clients and maintaining relationships.
- Timeline : Sets out key milestones from inception through the first year of operations.
- Management: Information on the management team and their roles within the agency.
- Financial Plan: Projects the agency’s financial performance over the next five years, detailing revenue, profits, and anticipated expenses.
Real Estate Agency Business Plan
Fully editable 30+ slides Powerpoint presentation business plan template.
Download an expert-built 30+ slides Powerpoint business plan template
Executive Summary
The Executive Summary introduces your real estate agency’s business plan, offering a concise overview of your agency and its services. This section outlines your market positioning, the variety of real estate services offered—including property sales, rentals, and property management—its location, size, and a description of day-to-day operations.
This section should also discuss how your real estate agency will integrate into the local market, including the number of direct competitors within the area, identifying who they are, along with your agency’s unique selling points that differentiate it from these competitors.
Additionally, you should include information about the management and co-founding team, detailing their roles and contributions to the agency’s success. Furthermore, a summary of your financial projections, including revenue and profits over the next five years, should be presented here to provide a clear picture of your agency’s financial plan.
Make sure to cover here _ Business Overview _ Market Overview _ Management Team _ Financial Plan
Dive deeper into Executive Summary
Business Overview
For a Real Estate Agency, the Business Overview section can be concisely divided into 2 main slides:
Real Estate Brokerage Services & Fees
Briefly describe the agency’s professional and welcoming office environment and its conveniently located premises near major residential and commercial areas, which enhances accessibility and client traffic. Detail the range of real estate brokerage services including buying, selling, and leasing properties, and discuss the agency’s fee structure, which is typically based on a percentage of the property sale or lease price, reflecting the high quality of service and market alignment.
Property Management Services & Fees
Describe the comprehensive property management services offered that cover tenant screening, rent collection, maintenance, and financial reporting. The pricing for these services is usually based on a percentage of monthly rental income or a flat monthly fee, with potential additional charges for special services like emergency maintenance or tenant placement, ensuring landlords a hassle-free ownership experience.
Make sure to cover here _ Real Estate Brokerage Services & Fees _ Property Management Services & Fees
Market Overview
Industry size & growth.
In the Market Overview of your real estate agency business plan, start by examining the size of the real estate industry and its growth potential. This analysis is crucial for understanding the market’s scope and identifying expansion opportunities.
Key Market Trends
Proceed to discuss recent market trends , such as the increasing consumer interest in sustainable and eco-friendly properties, the growing demand for smart homes equipped with the latest technology, and the rising popularity of urban living spaces among millennials and young professionals. For example, highlight the demand for properties that cater to specific lifestyle needs, alongside the rising preference for locations with comprehensive amenities and green spaces.
Key Competitors
Then, consider the competitive landscape, which includes a range of agencies from large national firms to local boutiques, as well as online real estate platforms. For example, emphasize what makes your agency distinctive, whether it’s through exceptional customer service, a unique range of property management services, or specialization in certain types of properties such as luxury homes or commercial real estate. This section will help articulate the demand for real estate services, the competitive environment, and how your agency is positioned to thrive within this dynamic market.
Make sure to cover here _ Industry size & growth _ Key competitors _ Key market trends
Dive deeper into Key competitors
First, conduct a SWOT analysis for the real estate agency , highlighting Strengths (such as experienced realtors and a diverse property portfolio), Weaknesses (including high agent turnover or reliance on local market conditions), Opportunities (for example, the growing demand for rental properties or the potential for tapping into luxury real estate markets), and Threats (such as fluctuations in real estate prices or new housing regulations that may impact operations).
Marketing Plan
Next, develop a marketing strategy that outlines how to attract and retain clients through targeted advertising, promotional events like open houses, an engaging online presence, and community involvement. This strategy should also incorporate using social media platforms to showcase properties and share customer testimonials, enhancing the agency’s visibility and client engagement.
Finally, create a detailed timeline that outlines critical milestones for the real estate agency’s launch, marketing initiatives, client acquisition, and expansion goals. This timeline should ensure that the business moves forward with clear direction and purpose, setting specific objectives for brand establishment, market penetration, and long-term growth.
Make sure to cover here _ SWOT _ Marketing Plan _ Timeline
Dive deeper into SWOT
Dive deeper into Marketing Plan
The Management section focuses on the real estate agency’s management and their direct roles in daily operations and strategic direction. This part is crucial for understanding who is responsible for making key decisions and driving the real estate agency toward its financial and operational goals.
For your real estate agency business plan, list the core team members, their specific responsibilities, and how their expertise supports the business.
Financial Plan
The Financial Plan section is a comprehensive analysis of your financial projections for revenue, expenses, and profitability. It lays out your real estate agency’s approach to securing funding, managing cash flow, and achieving breakeven.
This section typically includes detailed forecasts for the first 5 years of operation, highlighting expected revenue, operating costs and capital expenditures.
For your real estate agency business plan, provide a snapshot of your financial statement (profit and loss, balance sheet, cash flow statement), as well as your key assumptions (e.g. number of customers and prices, expenses, etc.).
Make sure to cover here _ Profit and Loss _ Cash Flow Statement _ Balance Sheet _ Use of Funds
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Business plan template Introduction The structure of this document is a guide only - you may wish to delete (or add) sections depending on your business type or the intended audience of your business plan. If you need more space, just keep typing. Delete the explanatory text and instructions as you go. Business plan for [ENTER BUSINESS NAME HERE]
Your business plan should include the following: An executive summary. The current business environment. An outline of your marketing and pricing strategies. A description of how your business will operate. Details of your financing and cash flow needs. A description of your team (even if it's just you)
Create an executive summary. Describe the current business environment. Outline your marketing and pricing strategies. Describe how your business will operate. Detail your financing and cash flow needs. Describe your team (even if it's just you) Identify risks and how you'll protect your business. Write a conclusion.
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5. Reaching the market. You have described the market, identified your target segment and analysed the competition; now you need to show how you will reach the market. Winning 1% of a large market sounds very little but without clear evidence of how exactly you will get 1%, the target is fanciful.
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.
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Download your full plan details. If you have an insurance plan with us, you can find a handy downloadable PDF below that contains the full details of your plan. Simply navigate to each section to find the relevant plan. If there's more than one document available, your cover summary will tell you which version of the plan details applies to you ...
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A business plan will help you turn an idea into a business. It needs you to think through all the parts of your business to ... The Prince's Trust is a registered charity, incorporated by Royal Charter, in England and Wales (1079675) and Scotland (SC041198). Registered Office: 18 Park Square East, London NW1 4LH. For more information on The ...
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Business Plans. As an agency of the Government of Ontario, the Royal Ontario Museum is required to follow the policies and procedures set out in the Agencies and Accountability Directive. To meet this directive an annual business plan, approved by a Minister, is made publicly available on our website. Public Business Plan Fiscal 2022-23 (PDF ...
business plan and should be short - no longer than two pages. Because it is a summary of your business plan, you should write it last. How to complete this section Do not complete this section until you have finished the rest of your plan. Please follow the steps outlined in the illustration below. EXECUTIVE SUMMARY SECTION ONE 1.1 Business ...
Strategy SWOT. First, conduct a SWOT analysis for the real estate agency, highlighting Strengths (such as experienced realtors and a diverse property portfolio), Weaknesses (including high agent turnover or reliance on local market conditions), Opportunities (for example, the growing demand for rental properties or the potential for tapping into luxury real estate markets), and Threats (such ...