templates of business plan pdf

Business Plan Templates

Free Download

2 Essential Templates For Starting Your Business. Available as an interactive PDF or a Google Docs template.

With this business plan template, you'll be able to:

• Write a company description that sells your story
• Plan for the future: lay out goals and metrics for success
• Describe your product line in detail and plan for how to stand out from competitors
• Consider any legal formalities that require attention when starting your business
• Put together necessary financial projections to make a strong start
• Create your buyer persona and determine your product/marketing fit

Build A Business Plan That Works

Available as a one-page interactive PDF and a full template on both Google Docs and Microsoft Word!

Whether you’re starting a business or drafting a formalized document with  your current business goals, it’s important to clearly defi ne the scope of all aspects of the venture — from mission, to target customers, to fi nances, and beyond.

When just starting out, it can be tempting to think of a business plan as simply your company’s name and a description of your product or service. But in reality, planning a business involves thinking through a lot more details.

In this business plan template we’ll guide you through the steps of writing company and product descriptions, setting sales and marketing goals and plans, and thinking through legal and fi nancial logistics. We've included a  plain text, designed , and  completed example version of this template. 

Frequently Asked Questions (FAQs)

How do you write a business plan.

A business plan is a formal written document that you can use to identify the purpose of your company, make important decisions about your future and help grow your company. HubSpot's free business plan templates provides guidance to establishing your company mission, customer research, competition, and a business strategy to profitability.

Why do I need to fill out the information requested?

We will always keep your personal information safe..

We ask for your information in exchange for a valuable resource in order to (a) improve your browsing experience by personalizing the HubSpot site to your needs; (b) send information to you that we think may be of interest to you by email or other means; (c) send you marketing communications that we think may be of value to you. You can read more about our privacy policy here .

Where can I get a free business plan template?

HubSpot's Free Business Plan Templates are the best way to create a professional, thorough business plan. The templates include instructions and everything you need to know about starting your company.

Is this really free?

Absolutely.

Just sharing some free knowledge that we hope you’ll find useful. Keep us in mind next time you have marketing questions!

What are the basic format of a business plan?

A business plan is a written document that outlines the company's goals, strategy and implementation. The format of the plan varies depending on the type of organization (e.g., for-profit or nonprofit) and size, but most plans share some common features such as an overview, executive summary, and financial information.

What is the best business plan template?

A great business plan template clearly defines the scope of the venture -- from mission, to target customers, to finances, and beyond. HubSpot's business plan template will guide you through the steps of writing company and product descriptions, setting sales and marketing goals and plans, and thinking through legal and financial logistics.

What is needed to start a business?

If you're thinking about starting a business, you'll need to do some research first. You can't just start a business without doing any market research. Market research will tell you if there's an opportunity to turn your idea into a successful business. After that, write your business plan so that you know how much money and time it will take for the project to succeed. Use HubSpot's free business plan template today!

Set yourself up for success with this business plan template

Download the free business plan template.

All fields are required.

Easily create great, effective landing pages for free

• Customer Reviews
• Net 30 Account
• Wise Services
• Steps & Timeline
• Work at a Glance
• Market Research at a Glance
• Business Plan Writing Services
• Bank Business Plan
• Investor Business Plan
• Franchise Business Plan
• Cannabis Business Plan
• Strategic Business Plan
• Corporate Business Plan
• Merge and Acquisition Business Plan (M&A)
• Private Placement Memorandums (PPM)
• Sample Business Plans
• Professional Feasibility Study
• PowerPoint Presentations
• Pitch Deck Presentation Services
• Business Plan Printing
• Market Research
• L-1 Business Plan
• E-2 Business Plan
• EB-5 Business Plan
• EB-5 Regional Centers
• Immigration Attorneys
• Nonprofit Business Plan
• Exit Business Planning
• Business Planning
• Business Formation
• Business License
• Business Website
• Business Branding
• Business Bank Account
• Digital Marketing
• Business Funding Resources
• Small Business Loans
• Venture Capital
• Net 30 Apply

Free Simple Business Plan Templates

Are you a business startup and want to get a free business plan template for your business? If yes, then you are at the right place. As a business plan writing company , we list out professional business plan templates for you so you can write your business plan easily. We have shared a wide range of templates for diversified business needs. You can choose one that suits your requirements

Free One Page Business Plan Template

Utilize this concise Free one-page business plan to systematically record your essential concepts. This template assists in constructing a simplified overview of your business plan, making it easily digestible for stakeholders. Consider this one-page plan as a starting point, serving as a reference for developing a more comprehensive business blueprint.

Simple Business Plan Template

This template guides you step by step through all the elements of a small business plan , covering areas like the company’s history, introducing the management team, conducting market analysis, presenting product or service details, outlining financial projections, and more. Additionally, it includes a pre-built table of contents to maintain the structure of your plan, and it’s fully adaptable to suit your specific needs.

Lean Startup Business Plan Template

The lean business plan template offers a simplified alternative to the traditional business plan Template. It includes concise sections for your company’s overview, industry context, problem-solving approach, unique value proposition, target market, and essential performance metrics. Additionally, there’s space to map out a timeline of crucial activities.

Free Business Plan Template

Boost your business with our collection of easy-to-use templates designed just for you.

Business Plan Templates By Business Category​

Potential Issues with Business Plan Templates & How to Address Them

Generic templates vs. industry specificity.

• Issue: One-size-fits-all business plan templates might not capture industry-specific details crucial for investors.
• Solution: Look for templates with industry-tailored sections or customize existing ones to highlight your industry’s nuances.

Lack of Financial Expertise

• Issue: Users might struggle with financial projections or terminology.
• Solution: Include clear instructions and financial guidance within the simple business plan template.. Users can also consult free online resources or financial advisors.

Data Accuracy and Consistency

• Issue: Inaccurate or inconsistent data can mislead investors.
• Solution: Double-check all data entries and ensure consistency across the plan. Consider using real financial data from your business (if applicable).

Overreliance on Templates

• Issue: Business Plan Templates shouldn’t replace critical thinking and analysis specific to your business.
• Solution: Use the template as a framework, but personalize it with your unique value proposition, competitive landscape analysis, and strategic goals.

Formatting and Readability

• Issue: Poor formatting can make your plan look unprofessional.
• Solution: Pay attention to formatting elements like fonts, spacing, and visuals. Ensure the plan is clear, concise, and easy to read.

Remember: Our Page includes 45 different kinds of business plan templates tailored for specific industries, So you can choose any format that suits your business with your ease.

Get Your One Page Business Plan Template from Wisebusinessplan Today!

Essential elements of a business plan.

• Executive Summary
• Business Description
• Market Analysis
• Competitive Analysis
• Marketing and Sales Strategy
• Organization and Management
• Product or Service Line
• Financial Projections
• Funding Request
• Appendix (optional)

Tips for Creating a Business Plan

Creating a business plan can seem like a daunting task, but the following tips aim to simplify the process as you develop your plan:

• Utilize a business plan template (choose from the options above) or refer to the previous section to establish a standard outline for your plan.
• Adapt your outline to suit the specific needs of your business. If you’re using a standard business plan outline, remove any sections that don’t apply to your situation or aren’t vital for running your business.
• Begin by gathering all the information you currently have about your business. Then, use this information to complete each section in your plan outline.
• Leverage available resources and conduct additional research to fill in any remaining gaps. (Note: You don’t have to fill out your plan in sequence, but remember that the executive summary, which summarizes key points, should be completed last.)
• Ensure your plan effectively conveys the interplay between your marketing, sales, and financial objectives.
• Include details in your plan that outline your strategic course of action, looking ahead three to five years.
• Regularly revisit your plan as strategies and objectives evolve.

At the very least, ensure your business plan addresses the following questions:

• What product or service are we offering?
• Who is the product or service for?
• What problem does our product or service solve?
• How will we deliver the product or service to our target customers?
• What makes our product or service superior to alternatives?
• How can we surpass our competitors?
• What is our unique value proposition?
• When will tasks be completed, and who is responsible for them?
• If funding is needed, how will it be utilized?
• When are payments due, and when will income be received?
• What is the ultimate purpose of your business?

To determine the type of business plan that suits your needs and for more helpful guidance, consult our guide on crafting a concise business plan.

Benefits of Using a Business Plan Template

Developing a business plan can be a time-consuming task, particularly if you’re unsure how to get started. However, utilizing the right template tailored to your business needs can prove highly advantageous. Here’s how using a business plan template, as opposed to starting from scratch, can be particularly helpful:

Facilitates Organized Planning

A template allows you to promptly jot down your thoughts and ideas in an orderly fashion. It provides a structured framework that simplifies the planning process.

Provides Clarity and Structure

Using a template gives your plan a clear structure, helping you outline your business objectives, strategies, and goals with greater precision.

Time and Resource Efficiency

Templates save you precious time and resources. They eliminate the need to create every section from the ground up, enabling you to focus on the content and strategy, rather than the format.

Prevents Oversight

Templates serve as comprehensive guides, helping you cover all the essential details your business plan should encompass. This reduces the risk of omitting crucial elements vital to your business’s success.

In essence, a well-designed business plan template streamlines the planning process, making it more efficient and ensuring that your plan is both thorough and well-organized.

Restrictions of Business Plan Templates

While a business plan template can be a helpful starting point, it comes with certain limitations, particularly if the template doesn’t align precisely with your business’s unique requirements. Here are some drawbacks to consider:

Lack of Customization

Every business is distinct, and your business plan should reflect that individuality. A template may not adequately cater to your specific needs, potentially resulting in an ill-fitting plan.

Impaired Collaboration

Using a template may hinder effective collaboration among different teams involved in the plan’s development, such as sales, marketing, and accounting teams. It might not be conducive to seamless teamwork.

Data Dispersal

Templates can lead to the creation of multiple files stored in various locations. This can make it challenging to maintain a centralized and up-to-date plan.

Chart and Graph Creation

Templates often require you to manually generate charts and graphs to support your strategic points. This adds an extra layer of work and complexity.

Multiple Updates

Keeping your plan, spreadsheets, and supporting documents synchronized can be cumbersome when using a template. Changes made may not automatically update across all documents, potentially causing version control issues.

In summary, while business plan templates can be a useful starting point, it’s essential to be aware of their limitations, especially when your business has specific requirements that may not be accommodated by a generic template.

A business plan template is a pre-written document that provides a structure and outline for writing a business plan. It can help businesses of all sizes save time and effort, ensure completeness, improve consistency, and make a better impression on potential investors and lenders.

To write a business plan using a template, simply follow the structure and outline provided. Fill in the blanks with information about your company, its products or services, its target market, its financial projections, and its marketing and sales strategies. Be sure to customize the template to fit the specific needs of your business.

The best business plan templates for small businesses are those that are tailored to the specific needs of small businesses. Some popular options include:

• Lean Startup Canvas
• Business Model Canvas
• One-Page Business Plan
• SBA Business Plan Template
• SCORE Business Plan Template

To customize a business plan template, simply add or remove sections as needed to fit the specific needs of your business. You can also change the wording and formatting of the template to match your company’s brand voice.

Here are a few tips for writing a successful business plan using a template:

• Be honest and realistic in your projections.
• Be clear and concise in your writing.
• Be specific about your goals and objectives.
• Tailor your plan to your target audience.
• Proofread your plan carefully before submitting it to potential investors or lenders.

Here are a few examples of good business plans written using templates:

• Tesla Business Plan
• Airbnb Business Plan
• Warby Parker Business Plan
• Glossier Business Plan
• Spotify Business Plan

Download Pack of 3 Business Plan Templates

One Page Business Plan + Lean Business Plan + Simple Business Plan Template

Have Questions? Get in Touch!

Why choose wise business plans.

Wise Business Plans develops bank ready business plans that raise capital reliably.

Quick Links

• Investor Business Plans
• M&A Business Plan
• Private Placement
• Feasibility Study
• Hire a Business Plan Writer
• Business Valuation Calculator
• Business Plan Examples
• Real Estate Business Plan
• Business Plan Template
• Business Plan Pricing Guide
• Business Plan Makeover
• SBA Loans, Bank Funding & Business Credit
• Finding & Qualifying for Business Grants
• Leadership for the New Manager
• Content Marketing for Beginners
• All About Crowdfunding
• EB-5 Regional Centers, A Step-By-Step Guide
• Logo Designer
• Landing Page
• PPC Advertising

• Business Entity
• Business Licensing
• Virtual Assistant
• Business Phone
• Business Address
• E-1 Visa Business Plan
• EB1-A Visa Business Plan
• EB1-C Visa Business Plan
• EB2-NIW Business Plan
• H1B Visa Business Plan
• O1 Visa Business Plan
• Business Brokers
• Merger & Acquisition Advisors
• Franchisors

Proud Sponsor of

• 1-800-496-1056

• (613) 800-0227

• +44 (1549) 409190

• +61 (2) 72510077

Download Business Plan Templates

Your Full Name

Create, share, and e-sign documents in minutes using Jotform Sign.

• Integrations
• Legality Guide
• Signature Creator
• Real Estate
• See all solutions

Automatically create polished, designed documents

• PDF Templates
• Fillable PDF Forms
• Sign Up for Free

Simple Business Plan Templates

Strategic Plan Template

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

Single Page Business Plan

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

Operational Plan Template

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

Marketing Brief Template

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

Glamping Business Plan Template

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

SOP Template

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

Lean Business Model Canvas Template

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

Creative Brief Template

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

Business Model Canvas Template

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

Blog Post Outline Template

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

Gym Business Plan Template

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

Meeting Minutes Template

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

Pressure Washing Estimate Template

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

Business Hours Template

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

Memorandum of Understanding Template

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

Scope of Work Template

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

Custom Sales Funnel Plan

Curriculum Vitae

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

Preliminary Notice Template

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

Credit Analysis

Retainer Agreement

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

Business Plan Financial Template

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

Transaction Summary

Employee Code of Conduct Template

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

About Simple Business Plan Templates

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

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

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

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

Frequently Asked Questions

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

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

2) How do you write a business plan?

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

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

3) Can I write a business plan myself?

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

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

4) What are the four types of business plans?

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

5) What are the common mistakes in business plans?

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

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

Access our library of 133 Business Templates

Wow you’ve unlocked access to our library of 133 business templates.

Get started by checking out some of our top business templates:

Featured business templates

Weekly Schedule Template

Tracking employees’ work time and wages is easy with this free weekly schedule template.

Monthly Report

Provide a professional, concise summary of project activities with this monthly report template.

One Page Business Plan

Need to write a business plan but don’t know where to begin? Download our free 1-page business plan ...

6 Free Business Plans | PDF Templates & Examples

All business plans | pdf business templates..

Showing 1 - 6 of 6

Business Case

Executive Summary Template

Simple Business Plan Template

Startup Business Plan Template

Strategic Planning

Explore template collections.

Customer Service

Spreadsheets

Get all Business Plans | PDF templates and more.

• Skip to primary navigation
• Skip to main content
• Skip to primary sidebar
• Skip to footer

Legal Templates

Home Business Plan

Business Plan Templates

Use our template to make an investment-worthy business plan.

Updated December 8, 2023 Written by Sara Hostelley | Reviewed by Brooke Davis

A business plan is a document outlining a company’s operations, strategies, goals, and objectives. It’s crucial to guide you through each stage of starting and growing your business.

Templates (8)

What is a business plan, why is a business plan essential, components of a business plan, how to write a business plan, business plan sample.

Below, you can find free business plan templates for specific business types. You can also find more in-depth information on writing a plan for your business, whether it’s a food truck, restaurant, real estate business, or another entity:

Create a detailed plan that lays out the details of how your business will achieve it's objectives.

Traditional Business Plan

Create a simplified version of a traditional business plan.

One-Page Business Plan

Create a Non-Profit Business Plan and learn how to write one.

Create a Daycare Business Plan and learn how to write one.

Create a Restaurant Business Plan and learn how to write one.

Create a Real Estate Business Plan and learn how to write one.

Real Estate

Create a Food Truck Business Plan and learn how to write one.

A business plan is a document detailing how a business, whether it’s a new or existing company, will achieve its goals and objectives. It guides you through every step of starting and running a company.

A business plan can be the foundation of your business, serving as a written roadmap that covers all aspects of how to structure, run, and grow your business. You can also refer back to it as your business progresses to track its growth and success.

In addition to being a helpful document internally, a business plan is also vital for a company to communicate its success to external parties that may influence its future success.

Consider some of the main reasons why large and small business owners alike use business plans:

1. Use As a Roadmap

A business plan sets specific, measurable, and time-bound goals. Having these goals helps you track progress, evaluate performance, and adjust as necessary.

By laying out goals, you have a clear and attainable plan of action with the ability to see and monitor your progress.

2. Plan Strategies For Potential Challenges

A business plan can help you think objectively about your business’s key elements and inform your decision-making as you move forward.

A detailed plan can provide a semblance of control over a potentially cumbersome process. Formulating a plan can improve your ability to make choices and decisions for yourself and the business. This approach is much better than suddenly making a critical decision without time to evaluate or haphazardly letting others decide for you.

3. Get Funding or Bring on New Business Partners

An accurate business plan is essential whether or not you need to secure a business loan. Investors and lenders often require a business plan before they commit capital. A solid plan demonstrates your commitment, viability, and potential return on investment.

Create a business plan that grabs the attention of potential investors and provides them with enough structure and confidence that they will move forward and grant funding and support to your business.

You can use your business plan to highlight how the proposed business will be successful and profitable.

4. Discover Any Weaknesses

A business plan includes a strengths, weaknesses, opportunities, and threats (SWOT) analysis that helps identify potential risks and challenges. It is essential to allocate resources and demonstrate monthly profit or loss. By recognizing these elements early, you can develop strategies to mitigate or address them.

5. Analyze the Market and Competition

Market research within the plan helps you better understand your target audience, competition, and industry trends. This knowledge is crucial for making informed business decisions.

By learning about your competition, you can help make your goods or services stand out and help validate your business idea.

You should update a business plan as you go, altering your goals as necessary and being mindful of any changes of direction in your business.

A typical business plan includes the following sections:

• Executive Summary
• Management Team
• Products and Services
• Customers and Marketing
• SWOT Analysis

Our business plan template includes all of the above, so you won’t have to worry about missing out on essential sections.

Step 1 – Create an Executive Summary

An executive summary is the first section of a traditional business plan, serving as the first impression of your business. Please give a brief overview of your company, including its mission, key goals, and a snapshot of your financial projections.

You can skip this step if you’re writing a lean business plan for a startup. Instead, replace it with a few sentences outlining the problem your startup aims to solve and the solution you will provide.

Executive Summary Example:

Market research indicates there are a growing number of dog owners in Tallahassee who want to train their animals. Consumer surveys indicate that most consumers don’t have the time or resources to train their animals themselves.

Consumers have also expressed a desire for combined dog walking and training services to help discipline their animals.

Pawsitive Strides Canine Coaching & Walks provides a convenient service for customers with furry friends and disposable incomes.

Tips for Writing an Executive Summary

• Define a problem in your market and state how your business will solve it.
• Limit your executive summary to one page.
• Use a tone appropriate for your audience.

Step 2 – Describe Your Company’s Team

A professional business plan will include a statement about your company’s team and management.

Describe your startup’s legal structure. After that, you can insert a chart to show the hierarchical structure of your company. Show and name your C-suite executives, management team, and key employees. Include short biographies and links to their resumes and LinkedIn profiles to give the reader a complete picture of your staff’s qualifications.

If you have a smaller staff, you can highlight the founder and CEO and your staff members who perform the services or create your business’s products.

Example for Company’s Team Statement:

Jamie Clayton, Founder and CEO

• Board-certified veterinarian.

Pawsitive Strides Canine Coaching & Walks’s dog walkers and trainers

• 14 full-time staff members.
• 26 part-time staff members.
• All staff members have the Certified Professional Dog Trainer-Knowledge and Skills Assessed (CPDT-KSA) credential from the Certification Council for Professional Dog Trainers.

Tips for Writing about Your Company Management and Team

• Include any roles you’d like to hire to grow your company, if applicable.
• Highlight expertise and awards one to show your staff’s capabilities.

Step 3 – Summarize Market Analysis and Potential

Your business plan must also thoroughly analyze your target market and customer base. The goal here is to show that you understand your market and target audience and that there is a viable market for your business.

Market Analysis Example:

Pawsitive Strides Canine Coaching & Walks’s ideal customer is a dog owner between the ages of 25 and 65 with a high disposable income. They’re ideally a working professional or have recently retired from the workplace. They love their dog (or dogs) and want them to be well-behaved and have an outlet for all their energy.

Market research shows that Pawsitive Strides Canine Coaching & Walks has ample opportunities in the Tallahassee area:

• The total revenue for dog walking services in the U.S. increased from $900 million in 2019 to $1.1 billion in 2023.
• Dog ownership has increased by 20% over the last five years.
• Online search volume for “dog walkers in Tallahassee” is up by 10% since last year.
• 19% of Tallahassee’s residents have a household income of $125,000 or more (compared to the average of 5% across the U.S.).

Tips for Writing a Market Analysis

• Use reliable sources for acquiring data.
• Conduct consumer surveys to hear from people in your target area.
• Focus on the demand in your area and the growth potential.
• Include revenue and expense projections based on market data.

Step 4 – Describe Your Product or Service

Describe the products and services you offer. Pinpoint the value they provide to current and future customers and share your plans for research and development.

The main goal of this section is to convince the reader and yourself that your business is viable and that you have enough resources, time, and energy to achieve your goals.

Product Description Example:

Pawsitive Strides Canine Coaching & Walks isn’t an ordinary dog walking service. When a customer signs up for our monthly subscription plan, we have one of our certified dog walkers go to their house 12 times a month on a schedule that works for them.

Our dog walker takes their dog on a 30-minute walk and corrects their behavior. Their dog learns how to walk on a leash calmly and be around cars and people. Not only does the dog get some exercise and fresh air, but they also learn discipline, meaning the customer doesn’t have to worry about training their dog in this sense.

Tips for Writing a Product/Service Description

• Highlight cross-sell and upsell opportunities, if applicable.
• Emphasize what distinguishes you from other companies providing similar services/products.
• Include details for updating your offerings in the future.

Step 5 – Plan Your Marketing Strategy

Discuss the brand vision you want to cultivate, the metrics you’ll track, and the channels you’ll use to reach your target audience. Outlining how you plan to collect and retain customers will help you experience growth in the long term.

Marketing Strategy Example:

Pawsitive Strides Canine Coaching & Walks will focus on social media and direct mail marketing as its two main forms of advertising. We’ll track customer referrals to determine how many current customers are satisfied with our services.

On our social media platforms, including Instagram and Facebook, we’ll track our audience growth rate, bounce rate, and click-through rate.

Tips for Writing a Marketing Strategy

• Add the budget/resources you have, if applicable.
• Create strategies for marketing to different segments within your main target audience.

Step 6 – Conduct SWOT Analysis

Organizations use SWOT analyses to determine how closely a business will adhere to its growth trajectories. This analysis involves looking at a company’s SWOTs, which are:

• Strengths: Strengths are things your company does well. Examples include having a unique selling proposition, standout brandings, or human resources, like your employees and C-class executives.
• Weaknesses:  These barriers prevent your project or company from reaching certain milestones. Examples include financial limitations, a shortage of skilled professionals, and unclear selling propositions.
• Opportunities:  These positive external factors could give you a competitive edge. For instance, if you’re a manufacturer and the federal government cuts tariffs, you can export your products into a new market to boost market share and sales.
• Threats:  These are events, competitors, and situations that pose a risk to your company and the goals you’ve set for it. Typical threats include negative media coverage, changing customer demands, emerging competitors, and new rules and regulations.

SWOT Analysis Example:

• Appeals to people who don’t have the time or resources to train their pets.
• Low startup costs.
• Finding enough certified employees to meet the anticipated demand.
• Dealing with aggressive animals may be challenging for newer employees.

Opportunities

• Offering multiple subscription packages for customers who want more frequent training sessions for their pets.
• BehaviorBuddies is a dog walking service in Bradfordville that may take away customers.

Tips for Writing a SWOT Analysis

• Be honest with your business’s weaknesses and threats.
• Capitalize on opportunities you find through market analysis.

Step 7 – Develop a Strategy for Operations

Your business plan needs to include a thorough operations plan. This section reveals your manufacturing, fulfillment, managing, staffing, hiring strategies, and all the other processes you go through when running your business daily.

Operations Strategy Example:

Jamie Clayton will oversee the hiring of all employees, and the team lead will train all employees for at least one month to ensure they have the knowledge necessary to deal with animals of all temperaments.

The team lead will also organize the dog walking schedule to ensure all team members have enough time to arrive at customers’ houses and complete the dog walking/training sessions thoroughly.

Tips for Writing a Business Strategy

• Consider what your business needs to thrive on a daily basis.
• Account for inventory and supplies, even if your business is service-based.

Step 8 – Compile Your Business Financials

Create financial projections, including income statements, balance sheets, and cash flow statements for the first few years of operation. If you need funding, specify the amount and how you plan to use it.

Financial Statement Example:

Income Statement for the Year Ended December 31, 2023

• Revenue: $150,000
• Cost of Goods Sold: $30,000
• Gross Profit: $120,000
• Operating Expenses: $80,000
• Net Operating Income: $40,000
• Other Income/Expenses: -$2,000
• Net Income: $38,000

Tips for Writing a Financial Section

• Double-check the accuracy of financial information.
• Demonstrate how the proposed funding aligns with your company’s goals.
• Forecast future financial performance.

Step 9 – Explain Your Funding Request

If you’re seeking funding or investment for your business, explain the amount you need and how you intend to use it. Be transparent about the terms you’re offering to investors or lenders.

Funding Request Example:

Pawsitive Strides Canine Coaching & Walks has already hired a team to serve our existing customers. Once we scale to $500,000 in annual revenue over the next two years and at a 10% profit margin, our primary ongoing annual expenses (not including taxes) will total $350,000.

While already profitable, we are requesting $200,000 in the form of a business loan to buy two additional company vehicles. These vehicles will improve our employees’ ability to get to customers’ homes, and the remaining money will go toward maintaining current company vehicles.

Tips for Writing a Funding Request

• Add a timeline so investors know your goals and how you plan to use the money.
• If you seek funding in the form of an exchange for equity, an investor may expect to gain decision-making powers in your company. Plan for this situation accordingly.

Step 10 – Compile an Appendix for Official Documents

Include relevant documents, such as resumes of key team members, legal agreements, market research data, product design mock-ups, and your business’s legal structure documents.

Remember that each business plan is unique, so tailor your content to your venture and audience. Your business plan should effectively communicate your vision, strategy, and financial viability to potential investors, partners, and stakeholders.

Combine the appendix with a table of contents and footnotes section so you can reference it throughout your document.

You can download a free business plan template below in PDF or Word format:

Related Documents

• Business Continuity Plan : Outline how your business will run in the event of a range of disaster scenarios with a business continuity plan.
• One-Page Business Plan : A simplified version of a traditional business plan that outlines the basics of your business.
• LLC Operating Agreement : An internal written document among members of a Limited Liability Company (“LLC”).
• Business Proposal : Use this document to form new relationships with other businesses and organizations.
• Request for Proposal : Download this form to allow you to collect offers from various vendors who can provide goods or services your business needs.
• Legal Resources
• Partner With Us
• Terms of Use
• Privacy Policy
• Cookie Policy
• Do Not Sell My Personal Information

The document above is a sample. Please note that the language you see here may change depending on your answers to the document questionnaire.

Thank you for downloading!

How would you rate your free template?

Click on a star to rate

8 Business Plan Templates You Can Get for Free

8 min. read

Updated July 3, 2024

A business plan template can be an excellent tool to simplify the creation of your business plan. 

The pre-set structure helps you organize ideas, covers all critical business information, and saves you time and effort on formatting.

The only issue? There are SO many free business plan templates out there. 

So, which ones are actually worth using? 

To help remove the guesswork, I’ve rounded up some of the best business plan templates you can access right now. 

These are listed in no particular order, and each has its benefits and drawbacks.

What to look for in a business plan template

Not all business plan templates are created equal. As you weigh your options and decide which template(s) you’ll use, be sure to review them with the following criteria in mind:

• Easy to edit: A template should save you time. That won’t be the case if you have to fuss around figuring out how to edit the document, or even worse, it doesn’t allow you to edit at all.
• Contains the right sections: A good template should cover all essential sections of a business plan , including the executive summary, product/service description, market/competitive analysis, marketing and sales plan, operations, milestones, and financial projections. 
• Provides guidance: You should be able to trust that the information in a template is accurate. That means the organization or person who created the template is highly credible, known for producing useful resources, and ideally has some entrepreneurial experience.
• Software compatibility: Lastly, you want any template to be compatible with the software platforms you use. More than likely, this means it’s available in Microsoft Word, Google Docs, or PDF format at a minimum. 

1. Bplans — A plan with expert guidance

Since you’re already on Bplans, I have to first mention the templates that we have available. 

Our traditional and one-page templates were created by entrepreneurs and business owners with over 80 years of collective planning experience. We revisit and update them annually to ensure they are approachable, thorough, and aligned with our team’s evolving best practices.  

The templates, available in Word, PDF, or Google Doc formats, include in-depth guidance on what to include in each section, expert tips, and links to additional resources. 

Plus, we have over 550 real-world sample business plans you can use for guidance when filling out your template.

Download: Traditional lender-ready business plan template or a simple one-page plan template .

Brought to you by

Create a professional business plan

Using ai and step-by-step instructions.

Secure funding

Validate ideas

Build a strategy

2. SBA — Introduction to business plans

The U.S. Small Business Administration (SBA) offers two different business plan templates along with a short planning guide. 

While not incredibly in-depth, it’s enough to help you understand how traditional and lean plans are structured and what information needs to be covered. The templates themselves are more like examples, providing you with a finished product to reference as you write your plan.

The key benefit of using these templates is that they were created by the SBA. While they may provide less guidance, you can be assured that the information and structure meet their expectations.

Explore: The SBA’s planning guide and free templates

3. SCORE — Planning workbook

SCORE’s template is more like a workbook. It includes exercises after each section to help you get your ideas down and turn them into a structured plan.

The market research worksheets are especially useful. They provide a clear framework for identifying your target market and analyzing competitors from multiple angles. Plus, they give you an easy way to document all the information you’re collecting.

You will likely have to remove the exercises in this template to make it investor-ready. But it can be worth it if you’re struggling to get past a blank page and want a more interactive planning method.

Download: SCORE’s business plan template

4. PandaDoc — A template with fillable forms

PandaDoc’s library offers a variety of industry-specific business plan templates that feature a modern design flair and concise instructions. 

These templates are designed for sharing. They include fillable fields and sections for non-disclosure agreements, which may be necessary when sending a plan to investors.  

But the real benefit is their compatibility with PandaDoc’s platform. Yes, they are free, but if you’re a PandaDoc subscriber, you’ll have far more customization options. 

Out of all their templates, the standard business plan template is the most in-depth. 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. It offers a diverse array of templates built by their in-house team and the larger creative community, meaning the number of options constantly grows.

You will need to verify that the information in the template you choose matches the standard structure of a traditional business plan. 

You should do this with any template, but it’s especially important with any tool that accepts community submissions. While they are likely reviewed and approved, there may still be errors.

Remember, you can only edit these templates within Canva. Luckily, you only need a free subscription, and you may just miss out on some of the visual assets being used. 

To get the most value, it may be best to create a more traditional planning document and transfer that information into Canva. 

Explore: Canva’s business plan gallery

6. ClickUp — The collaborative template

Out of all the project management tools that offer free business plan templates, ClickUp’s is the most approachable.

Rather than throwing you into all the features and expecting you to figure it out—ClickUp provides a thorough startup guide with resource links, images, and videos explaining how to write a plan using the tool. 

There’s also a completed sample plan (structured like an expanded one-page plan) for you to reference and see how the more traditional document can connect to the product management features. You can set goals, target dates, leave comments, and even assign tasks to someone else on your team. 

These features are limited to the ClickUp platform and will not be useful for everyone. They will likely get in the way of writing a plan you can easily share with lenders or investors. 

But this is a great option if you’re looking for a template that makes internal collaboration more fluid and keeps all your information in one place.

Sign Up: Get a free trial of ClickUp and explore their template library

7. Smartsheet — A wide variety of templates

I’m including Smartsheet’s library of templates on this list because of the sheer number of options they provide. 

They have a simple business plan template, a one-page plan, a fill-in-the-blank template, a plan outline, a plan grading rubric, and even an Excel-built project plan. All are perfectly usable and vary in visual style, depth of instructions, and the available format.

Honestly, the only drawback (which is also the core benefit) is that the amount of templates can be overwhelming. If you’re already uncertain which plan option is right for you, the lengthy list they provide may not provide much clarity.

At the same time, it can be a great resource if you want a one-stop shop to view multiple plan types.

8. ReferralRock affiliate marketing business plan

I’m adding ReferralRock’s template to this list due to its specificity. 

It’s not your standard business plan template. The plan is tailored with specific sections and guidance around launching an affiliate marketing business. 

Most of the template is dedicated to defining how to choose affiliates, set commissions, create legal agreements, and track performance.

So, if you plan on starting an affiliate marketing business or program, this template will provide more specific guidance. Just know that you will likely need to reference additional resources when writing the non-industry sections of your plan.

Download: ReferralRock affiliate marketing business plan template

Does it matter what business plan template you use?

The short answer is no. As long as the structure is correct, it saves you time, and it helps you write your business plan , then any template will work. 

What it ultimately comes down to, is what sort of value you hope to get from the template. 

• Do you need more guidance? 
• A simple way to structure your plan? 
• An option that works with a specific tool?
• A way to make your plan more visually interesting?

Hopefully, this list has helped you hone in on an option that meets one (or several) of these needs. Still, it may be worth downloading a few of these templates to determine the right fit. 

And really, what matters most is that you spend time writing a business plan . It will help you avoid early mistakes, determine if you have a viable business, and fully consider what it will take to get up and running. 

If you need additional guidance, check out our library of planning resources . We cover everything from plan formats , to how to write a business plan, and even how to use it as a management tool . 

If you don’t want to waste time researching other templates, you can download our one-page or traditional business plan template and jump right into the planning process.

Kody Wirth is a content writer and SEO specialist for Palo Alto Software—the creator's of Bplans and LivePlan. He has 3+ years experience covering small business topics and runs a part-time content writing service in his spare time.

Table of Contents

• Qualities of a good template
• ReferralRock
• Does the template matter?

Related Articles

6 Min. Read

Business Plan vs Business Model Canvas Explained

2 Min. Read

How Long Should a Business Plan Be?

11 Min. Read

Use This Simple Business Plan Outline Example to Organize Your Plan

10 Min. Read

14 Reasons Why You Need a Business Plan

The LivePlan Newsletter

Become a smarter, more strategic entrepreneur.

Your first monthly newsetter will be delivered soon..

Unsubscribe anytime. Privacy policy .

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.

Discover the world’s #1 plan building software

Finish your demo booking

Looks like you haven't picked a time for your personalized demo. Pick a time now.

• Product overview
• Security & compliance
• Document generation
• CPQ configure price quote
• Smart content
• Automations
• Approval workflow
• Tracking & analytics
• All features
• vs DocuSign
• vs Dropbox Sign
• vs Adobe Sign
• vs Proposify
• eSignatures
• All use cases
• Software & technology
• Professional services
• Construction
• All industries
• Customer success
• Signature certificate
• Two-factor authentication
• GDPR compliance
• HIPAA compliance
• Salesforce CPQ
• Authorize.net
• QuickBooks Payments
• Google Workspace
• Microsoft Word
• All integrations
• Customer stories
• Learning academy
• Help center
• Onboarding services
• Premium support
• Document embedding
• Documentation

Business plan templates

From competitive analysis to financial projections, business plans give your new business a roadmap for success. Download one of our free business plan templates and take your company to the next level.

Big Data Startup Business Plan Template

Create a professional Big Data Startup business plan with our customizable Startup Business Plan Template.

Virtual Assistant Business Plan

Strategize your way to success with this customizable AI virtual assistant business plan template.

Virtual Reality (VR) Business Plan

Our free virtual reality (VR) business plan helps you customize your document and create a winning strategy to land investors.

Get unlimited eSignatures

Create, manage, and eSign documents for only $19 per month.

No credit card required

Laundromat Business Plan

Create your success roadmap with a laundromat business plan template, designed to arrange the essentials of the laundry business.

5-Year Business Plan Template

Empower your path to long-term success with our 5-year business plan template.

Car Wash Business Plan Template

Launch and grow your car wash business with our customizable plan template.

Airbnb Business Plan Template

Unlock your path to success with our Airbnb business plan template, made to guide you in structuring the fundamental aspects of your Airbnb business.

Clothing Line Business Plan

Use this free and customizable clothing line business plan to appeal to investors and set up your fashion brand.

Gym Business Plan Template 

The Panda tips in this gym business plan template guide you through the process of researching and presenting information necessary to secure funding and partners for your business.

Handyman Business Plan Template

Start a new handyman business using a well-researched handyman business plan template to meet your goals faster.

Vending Machine Business Plan Template

If you’re starting a new vending machine business, a well-rounded vending machine business plan can improve your chances of success.

Bar Business Plan Template

Create your path to success with our bar business plan template, designed as a valuable tool to help entrepreneurs organize the bar business.

Massage Therapy Business Plan

This massage therapy business plan template helps you cover the basics of starting or expanding a massage business.

Bed and Breakfast Business Plan Template

Use a complete bed and breakfast business plan template to set up your business for growth and success.

Catering Business Plan

Chart your path to success with our catering business plan template designed to help entrepreneurs organize their catering business.

Event Venue Business Plan Template

Launch and grow your event venue with our customizable business plan template.

Event Planning Business Plan 

Prepare your event planning business for success with our ready-to-fill and easily downloadable event planning business plan template.

Rental Property Business Plan

Develop a rental property business plan tailored to serve as a valuable resource for entrepreneurs to organize their rental business.

Coaching Business Plan Template

If you want to grow your new or existing coaching business, use our free coaching business plan template as a roadmap to success.

Lawn Care Business Plan

Use a comprehensive lawn care business plan template that includes guidance and all critical information.

T-shirt Business Plan Template 

Craft a winning T-shirt business plan in a structured business format that attracts investors and funding.

Candle-Making Business Plan Template

Use a candle-making business plan template to get together all of the information you need to ensure that your candle business succeeds.

SBA Business Plan Template

Use our free and fully customizable SBA business plan template to get started when writing a successful proposal for an SBA loan.

Cleaning Business Plan Template

Discover a hassle-free way to document a roadmap for your cleaning business with this free business plan template.

Real Estate Business Plan Template

Start off your new real estate business on the right foot by using a real estate business plan template to ensure your goals, visions, and finances are sorted.

Trucking Business Plan Template

Empower your journey to success with our trucking business plan template, designed as a valuable tool to organize the essentials of your trucking business.

Food Truck Business Plan Template

Find a fully customizable, free food truck business plan template that helps you create an effective proposal for interested investors.

Simple Business Plan Template

This simple business plan template walks you through the stages of establishing a successful business or seeking funding.

Solar Farm Business Plan

Give your solar farm business the best start by creating a professional business plan to keep your company on the right track.

Ecommerce Business Plan Template

This Ecommerce Business Plan Template is tailored particularly to e-commerce companies, and all you require to do is add the elements related to your business.

Accounting Firm Business Plan

Use this Accounting Firm Business Plan to achieve your goals. Accounting firms are comparable to other industries and need the Business Plan to help their development.

Campground Business Plan Template

This PandaDoc Campground Business Plan Template has all the essential information to help you develop a successful business strategy.

Firewood Business Plan

This Firewood Business Plan Template perfectly outlines the company structure of a probable firewood venture. It highlights the budgets needed to start and manage the unique business.

Funeral Home Business Plan

A Funeral Home Business Plan covers detailed data on the courtesies offered by the company, market analysis, administration strategies, personnel procedures, budget and financing plans, and other applicable topics.

Community Center Business Plan

You can use this Community Center Business Plan Template, it is perfect for anyone desiring to open and run a society center. It gives the center’s owner an outline of areas that must be disseminated with the investors to earn an acquisition.

Gas Station Business Plan

Take the first step towards success in the fuel industry with our professionally crafted Gas Station Business Plan template.

Beauty Supply Store Business Plan

This Beauty Supply Store Business Plan Template covers all the appropriate sections needed to invest in a beauty supply store. The template will help you to raise money for your business.

Flower Shop Business Plan Template

The Flower Shop Business Plan Template is organized to help you achieve the awareness of various investors to invest in your company.

Electrical Contractor Business Plan

This Electrical Contractor Business Plan template include information about the services you offer, who your target consumers are, why they should prefer you over your opponents and how much capital you require to get started.

Car Dealership Business Plan

A Car Dealership Business Plan is a detailed plan that will help you take your business to the next level. Use this template to create your plan.

Farm Business Plan

Farm Business Plan gives an overview of the company, including corporation history, owner backgrounds, creations and more. Use this template to quickly develop your farm company plan.

Consultant Business Plan Template

An example of a document outlining your strategy for launching or expanding your consulting firm is a Consultant Business Plan Template. The essential elements include a summary of the company, team, sector, rivals, target audience, and an operations and marketing strategy.

Construction Company Business Plan

The objectives and tactics of a construction company are described in a business plan for a construction company. For the creation of your business plan, use this Construction Company Business Plan Template.

Fashion Business Plan Template

Structural and action plans for a fashion firm are laid out in the fashion business plan template.

Daycare Business Plan

The creation of a business strategy is the first step in starting a daycare. Use this Daycare Business Plan Template to describe your company’s objectives, as well as your target market, potential rivals, and your financing strategy.

Convenience Store Business Plan

Do you need a Convenience Store Business Plan Template? This plan includes all the details and information needed to secure funding for a convenience store.

Startup Business Plan Template

We offer you the steps and the tools to create a fantastic business plan. Attract investors with this sleek and free startup business plan template.

Business Plan Template

This business plan template is a great tool for your startup to customize to reflect your strong qualifications, experienced team, and marketable business idea.

What is a business plan?

A business plan is a document that helps small business owners determine the viability of their business idea. Combining market research and financial analysis, a professional business plan helps startup CEOs and potential investors determine if the company can compete in the target market.

Typically, a good business plan consists of the following:

• Executive summary
• Company description
• Mission statement
• Product and services
• Marketing plan
• Operations plan
• Management organization
• Financial plan
• Conclusion & appendix

Every section involved in a business plan is designed to help startup businesses reach their target market.

A business plan asks founders and entrepreneurs to detail their business strategy in a step-by-step process that makes sense from an operational perspective. This is essential if a startup is seeking a business loan or an investment from a venture capital firm.

However, even small businesses that are already economically viable can benefit from creating a business plan, since it encourages business owners and their management teams to examine their business model and reevaluate the best ways to reach their target customers.

Should I use a business plan template?

Yes.  If you’ve never written one, a business plan can be challenging to write.

Creating a successful plan that you can use to grow your small business can require weeks of market analysis and financial preparation. You may spend time using Microsoft Excel or Powerpoint in order to create documentation which better supports our operational decisions.

However, almost every professional business plan is structured in the same way and most ask for the same information. Because of this, using a business plan template is advisable to save time, money, and effort.

Business plan templates for free

Rather than spending time trying to figure out how to write a business plan , use a free template as a guide to completion.

Business plan templates from PandaDoc can help you reach an effective go-to-market strategy even faster by asking you to provide all the relevant information you need when creating an effective business plan.

Grab a free template to get started!

Frequently asked questions

How many pages should my business plan be.

This depends on the kind of business plan you need to write and how you intend to use the plan that you create.

For example, a plan for a small business seeking potential investors or a business loan will need to provide income statements, cash flow statements, and a balance sheet (usually for a three-year or five-year forecast period).

These financial statements can be omitted if a small business owner isn’t seeking funding and is instead planning to use their business plan as a guiding document for themselves and their management team members.

Some business plans may only run a few pages. Fully-developed business plans can be as long as 50 pages. Much of this depends on the type of business, the operational strategy, and the level of detail that goes into developing the business plan.

Who needs a business plan?

Every business should have a business plan. This is an essential guidance document for any founder or CEO.

Good business plans help a company determine the viability of its place in the market and can help the business develop better strategies for differentiating itself from its competitors.

Business planning also forces business owners to evaluate their marketing strategy, the cost of customer acquisition and retention, and how they plan to grow their business over time.

What is the best business plan template?

Business plans come in all shapes and sizes. The best business plan template for your business is one that you understand and that matches the size and legal structure of your operation.

If you’re a sole proprietor, a business plan template designed for a big corporation probably doesn’t make sense. However, a business plan that helps you build an effective roadmap to grow your business while protecting your intellectual property is a good starting point.

PandaDoc offers specialized business plan templates for common industries along with tips to help you get started with business planning.

Should I hire someone to write my business plan for me?

No. You’ll find freelance writers and business strategy companies out there who are happy to write your business plan for a fee.  These resources can guide you through the process, but you should write (or be heavily involved in) the creation of your business plan.

The reason for this is simple: You know the most about your business, and your business needs you to succeed.

A writer can work with you to make your business plan sound better to investors, and a consultant can help you fill in knowledge gaps — like how to conduct a SWOT analysis — and point out weaknesses in your plan. But, at the end of the day, you need to use the business plan to pitch investors and run your business.

Those ideas and guiding principles aren’t something you can outsource.

Should I use business planning software?

Software isn’t required when creating an effective business plan. Most business planning software is designed to help you navigate the outlining and writing process more effectively.

You don’t need software to write a professional business plan, but a solid template can help you get started. Download a free template from PandaDoc today and take your business to the next level.

Get started with PandaDoc today

Powerful business plan templates

Plan for the future, no matter what your business plans are or the size of your business with these designs and templates. whether it's just one big project or an entire organization's worth of dreams, these templates will keep you and your company on track from ideation to completion..

Put your ideas to work with simple templates for every business plan

Every successful business took a lot of planning to get there, and these templates will be cornerstones of your future success. Whether you're looking to attract new business, pitch your services or reimagine your company, with these simple, customizable templates at your fingertips you can turn complexity into something tangible. These templates can become marketing assets or simply remain internal touchpoints for your team. And as your dreams change, you'll always have this template to refer to – it's easy to change what exists on paper. If you're a small business, focusing on your niche can help you dominate in your field, and you can forge a plan to figure out exactly what that niche might be and how to target your ideal customer . When it's time to share your vision with stakeholders, craft a presentation that outlines your plan succinctly and with style. Let these templates from Microsoft Designer be your partner in business strategy for years to come.

Simple Business Plan Template (2024)

Updated: May 4, 2024, 4:37pm

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

On ZenBusiness' Website

On LegalZoom's Website

Northwest Registered Agent

$39 + State Fees

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.

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.

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:

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:

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?

What Is SNMP? Simple Network Management Protocol Explained

What Is A Single-Member LLC? Definition, Pros And Cons

What Is Penetration Testing? Definition & Best Practices

What Is Network Access Control (NAC)?

What Is Network Segmentation?

How To Start A Business In Louisiana (2024 Guide)

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 Templates in PDF

Discover the perfect Business Plan template for your needs among Template.net's extensive collection of professional designs. Elevate your presentations and impress your audience with a template tailored to your business strategy.

• Business Action Plan
• Business Activity Plan
• Business Agenda
• Business Agreement
• Business Analysis
• Business Analyst
• Business Analyst Cover Letter
• Business Apology Letter

Business Plan Layout Template

Clothing Manufacturing Business Plan Template

Business Plan Chart Template

Downloadable Business Plan Template

Market Analysis Template In Business Plan

One Page Business Plan Template

Gym Business Plan Template

Daycare Business Plan Template

Bakery Business Plan Template

Financial Business Plan Template

Simple Business Plan Financial Template

Sales Business Plan Template

Simple Business Plan Budget Template

Startup Business Plan

Business Plan Startup Costs Template

Business Plan Startup Cost Template

Simple Startup Business Plan Template

Consulting Startup Business Plan Template

Business Plan Proposal Template

Business Plan Template

Printable Business Plan Template

Business Plan Format Template

New Small Business Plan Template

Simple Business Plan Template

Blank Business Plan Template

Marketing Strategy Template In Business Plan

Restaurant Business Plan Financial Template

Restaurant Business Operational Plan Template

Online Shoe Store Business Plan Template

Email Marketing Business Plan Template

Business Plan Outline Template

Business Plan Template In Entrepreneurship

Disaster Recovery and Business Continuity Plan Template

Financial Plan for Startup Business Example Template

Trucking Business Plan Template

Basic Business Activity Plan Template

Real Estate Agent Marketing Plan Template

Lean Startup Business Plan Template

Business Plan Layout Design Template

90 Day Business Action Plan Template

Online Marketplace Business Plan Template

Online Business Plan Template

Online Retail Store Business Plan Template

Online Boutique Business Plan Template

Coaching Business Plan Template

Online Store Business Plan Template

Business Plan PESTLE Analysis Template

Business Plan Financial Template

Whether you are running or managing a small business or an established one, you need a concrete and well-made business plan to ensure success. Creating this essential document from scratch can be complicated and time consuming. Which is why it is more ideal to make use of ready-made templates. Luckily for you, we have a full collection of Business Plan Templates which are fully accessible and downloadable in Adobe PDF format available for you to use.

Our trove of printable and editable business plan templates can be used for various businesses such as real estate, restaurants, construction, interior design, coffee shops, and advertising agencies, including non-profit organizations. All of our ready-made business plan templates contain preformatted layouts along with well-written sample content and descriptions which are fully editable using our new and improved editor tool.

All you have to do is download the business plan template that is relevant to your needs and customize it using our user-friendly editing software. Use the provided content as your guide when it comes to incorporating information into your business plan. Once you’re done with that, save all the changes you have made to the template and print it out. With our templates, you can do anything you want. What are you waiting for? Check out our collection of templates now and download what you need!

Get Instant Access to 20,000+ PDF Templates

• Access to 1 Million+ Templates & Tools
• 500,000+ Microsoft 365 Templates including Excel, Powerpoint, Publisher, Outlook & PDF
• Unlimited access to Design & Documents AI editors
• Professionally Made Content and Beautifully Designed
• Instant Download & 100% Customizable

Free All-in-One Office Suite with PDF Editor

Edit PDFs like Word

Convert, merge, split, scan, and sign PDFs

More than PDF: Use Word, Excel, and PPT for FREE

Windows • MacOS • Linux • iOS • Android

• Articles of PDF
• PDF Tutorials

5 Types Business Plan PDF Templates with Free Samples

Creating a business plan can be a daunting task for many entrepreneurs. To make the process easier, having a template to work from can be helpful.

We will outline five popular types of business plan PDF templates and provide free samples for each type. This way, you can get a better understanding of which template is best suited to your business needs and objectives. With a suitable template, you can ensure your business plan is comprehensive and professional.

Read on to discover the five types of business plan PDF templates with free samples.

#1 One Page Business Plan Template PDF

Are you starting a business and want a simple plan? The One Page Business Plan Template PDF is perfect! Here are two templates overview you need to know:

Template 1: Blue Business Plan

The Blue Business Plan is a simple yet professional one-page template perfect for small businesses and startups. It's easy to customize and is available in a PDF format for convenient use.

Template Highlights:

Here are some of its highlights:

Clean and minimalist design that looks professional and modern

It provides space for company summary, product/service description, target market, marketing and sales strategies, and financial projections.

Easy to fill out with a straightforward format that eliminates the need for extensive business planning

Try it out with the free sample and see how it can help your business succeed.

Template 2: One Page Business Plan Workbook

This template is a comprehensive workbook that includes everything you need to create a business plan from start to finish. This business plan workbook is perfect for anyone who wants a complete template that guides them through the process step-by-step.

This template breaks down the business plan into clear and concise sections, making it easy to follow.

Each section includes a corresponding worksheet to help you gather and organize the necessary information for your business plan.

The workbook provides detailed instructions and guidance on how to fill out each section, including tips and examples.

#2  Startup Business Plan Template PDF

A startup business plan template PDF is helpful for those wanting to start their own business. Here are two templates overview you need to know:

Template 1: Fox Gradient Business Presentation

Are you looking for a modern and eye-catching business plan template? The Fox Gradient Business Presentation template might be perfect for you! Whether starting a new business or seeking funding, this Fox Gradient Business Presentation template is a great choice to make a lasting impression.

This template has a professional and sleek design that will make your business plan stand out.

Using gradients and geometric shapes creates a visually stunning effect that will impress your audience.

It features customizable icons, maps, charts, and tables to help you present your information clearly and effectively.

Template 2: Startup Business Aesthetic Report

This business plan template is perfect for those who want to showcase their business visually appealingly. The Business Aesthetic Report template is modern and professional and will impress your potential investors.

The template includes 24 unique slides with different color schemes and layouts, allowing you to choose the one that best suits your needs.

It has placeholders for images, so you can easily add your business photos or graphics.

The template also has infographics to help you clearly and concisely present your data.

#3  Small Business Plan Template PDF

If you have a small business, you need a plan! This template can help you get started and achieve your goals. Here are two templates overview you need to know:

Template 1: Weekly Work Plan Summary

This business plan template is perfect for small businesses or entrepreneurs who must organize their weekly tasks and goals. It is simple and easy to understand, even for someone just starting a business.

The Weekly Work Plan Summary template is a one-page document divided into seven days of the week, with sections for morning, afternoon, and evening tasks.

Each day has a space for writing down the top priorities and any additional tasks that must be completed.

There is also a section for noting important weekly meetings or deadlines so everything is organized in one place.

Template 2: Fresh General Plant Work Summary

This Small Business Plan Template PDF is perfect for those who want to focus on their business's operations and daily tasks. Additionally, the financial section provides a clear picture of the company's budget and future revenue projections, making it easier to make informed decisions and plan for growth.

This template includes a one-page summary of the company's operations, sales, marketing, and financial goals.

In addition, it describes the company's products and markets.

The financial section includes a budget for each department and a projection of revenue and expenses for the upcoming year.

#4 Non-profit Business Plan Template PDF

Non-profit businesses also need a plan to reach their goals! Here's a template to help them out. Here are two templates overview you need to know:

Template 1: Store Profit and Loss Analysis Table

This template is perfect for businesses with a physical storefront or online shop. It helps owners track their revenue, expenses, and profits.

The easy-to-read format includes all essential financial information

It helps business owners identify where they can cut costs or increase revenue

Provides a clear snapshot of a business's financial health at a given moment

It can be used to compare performance over multiple periods

It Helps with tax reporting and budget planning

Free sample available for download

Template 2: Profit Financial Management System

The Profit Financial Management System template is essential for businesses looking to manage their finances and track their profits. By providing a clear picture of a business's financial performance, this template can help identify areas for improvement and support financial planning for the future.

This template provides a clear picture of a business's financial performance and can help identify areas for improvement.

Business owners can use the template to set realistic financial goals and track their progress toward meeting them.

The spreadsheet makes it easy to manage finances and track profits, reducing the risk of errors or oversights.

#5 Fill-in-the-blank Business Plan Template PDF

This business plan template is easy to use because it has blanks to fill in with your information. Here are two templates overview you need to know:

Template 1: Modern Black Business Report

The Modern Black Business Report template is a professional and visually appealing option for any business looking to create a comprehensive and attractive business plan. Plus, it's free to download and easily customized to your needs.

Here are the highlights of this template:

This template includes a cover page, executive summary, company description, market analysis, and financial projections.

The cover page has space for your company logo, contact information, and business description.

The market analysis provides an overview of your target market, competitors, and industry trends.

Template 2: Black Business Cover

This business plan template pdf features a stylish, professional-looking cover design, perfect for any business. If you want a professional-looking cover for your business plan that stands out, this black business cover template is ideal for you.

Here are some of the highlights:

The template has a clean and modern black design, making it easy on the eyes and perfect for any business.

The cover is fully editable, so you can add your business name and logo to make it personalized and unique to your company.

The template's sleek and stylish cover gives potential investors and partners a professional impression.

Advantages and Disadvantages of A Business Plan Template

A business plan template's benefits and drawbacks will be discussed here.

Saves Time:

Business plan template PDF files provide a pre-designed structure, making it easier and quicker to create a well-organized plan. This time-saving factor allows entrepreneurs to focus on other critical aspects of their business.

Ensures Comprehensive Planning:

A business plan template PDF prompts entrepreneurs to consider all the essential details and components required for a successful venture. It helps identify potential challenges and solutions, ensuring a more comprehensive planning process.

Professional Formatting:

Using a business plan template PDF ensures that your plan follows a professional format. This consistency helps in presenting your ideas and concepts in a clear and organized manner, making it easier for investors or lenders to understand your vision.

Disadvantages

Lack of Originality:

While templates offer structure and guidance, they may limit creativity and originality. Entrepreneurs may need help to express their unique ideas and differentiate themselves from competitors when using a template.

Not Tailored for Every Business:

Business plan templates are general guidelines that may not address specific industry or business needs. Entrepreneurs must adapt the template to fit their unique circumstances, which can be time-consuming and require additional research.

Potential Inaccuracy:

Templates often provide sample financial projections or market analysis, which may not accurately reflect an entrepreneur's situation. Without in-depth research, relying solely on template data can lead to incorrect assumptions and unrealistic expectations.

Use Word, Excel, and PPT for FREE, No Ads.

Edit PDF files with the powerful PDF toolkit.

Microsoft-like interface. Easy to learn. 100% Compatibility.

Boost your productivity with WPS's abundant free Word, Excel, PPT, and CV templates.

FAQs About Business Plan Template PDF

Q1:what should be included in a business plan pdf.

A business plan template pdf should include details about your business goals, target customers, and marketing plans. It should also have financial projections and an executive summary. Use WPS Office to create or edit your free business plan template pdf.

Q2:How to write a business plan PDF?

To write a business plan PDF, you must start by researching and making a plan.

Look for a free business plan template PDF that fits your needs.

Next, create a clear outline of your business goals and strategies.

Use a startup business plan template PDF or a one-page business plan template PDF to keep it simple.

Remember to include financial projections.

Edit and format your plan using WPS Office, a helpful tool for working with PDF files.

Q3:What are the common mistakes in writing business plan templates?

Some common mistakes are:

Not setting clear goals. Make sure you know what you want to achieve.

Ignoring competition. Research the market and understand who your competitors are.

Underestimating expenses. Be realistic about the costs involved in running a business.

Not including a marketing strategy. Think about how you will promote your business.

You need to update the plan. Your business plan should be a living document that is regularly reviewed and updated.

Q4: How to find a business plan template pdf in WPS Office?

If you need a one-page business plan template pdf, non-profit business plan template pdf, or small business plan template pdf, search online. Once you find a template, use WPS Office to open or edit the PDF file.

A Full-Featured PDF Solution - WPS Office

Are you looking for a simple way to manage your PDFs? Look no further than WPS Office! This software includes all the tools you need to write documents, make spreadsheets, and create presentations, but it also has a powerful PDF toolkit that makes it easy to manage all your PDF files.

With WPS Office, you can do more with your PDFs. Edit, annotate, and even convert them to other file formats. Plus, with a range of customizable templates, you can create professional-looking documents quickly.

If you want to learn more about the benefits of WPS Office's PDF toolkit, check out their website for more information. You can also download their software and explore their templates to find the perfect fit for your business needs.

So why wait? Get started with WPS Office today and take your PDF management to the next level!

• 1. How to Create an Effective Personal Health Plan: a General Writing Guide with Template Samples
• 2. 5 Types of Storyboard Template PDF with Free Samples (2024)
• 3. 14 Popular Types of PDF Receipt Templates: 2024 Free Printable
• 4. 17 Types of Printable Work Order PDF Templates Free (Complete Guide)
• 5. 5 Types of Calendar PDF Template: Free Samples 2024
• 6. Free Project Management plan templates and samples

15 years of office industry experience, tech lover and copywriter. Follow me for product reviews, comparisons, and recommendations for new apps and software.

Discover your ROI with ServiceTitan : Calculate Now

Explore our products

Servicetitan, fieldroutes, get more with pro, marketing pro, pricebook pro, scheduling pro, dispatch pro.

Power your business with a platform designed to give you workflows that encourage productivity.

Residential

Empower your team, gain more insights, and impress homeowners at every part of the job cycle.

Optimize cashflow

Automate your billing processes and reduce overhead costs

Increase productivity

Drive productivity with automated systems and processes that motivate your people

Win more business

Generate more revenue by monitoring pipeline and responding faster to incoming work orders

By Features

Front office features, field ops features, client experience features, management & insights features, maximize business performance.

Accelerate revenue and boost profitability with an all-in-one configurable platform

Grow profitably and scale

Fuel growth by identifying opportunities, improving processes, and replicating success

Deliver customer experience

Coordination, communication, and financing optimized from the same powerful platform

Customer Experience Features

Hvac software, plumbing software, electrician software, garage door, chimney sweep, commercial cleaning, water treatment, pest control.

Why ServiceTitan

Comparisons

Titanadvisor, marketplace, titan intelligence, the toolbox.

A place for contractors to access the best content — articles, webinars, podcasts, industry-leading voices and expert advice, all in one place!

Business Tips

Water Treatment, Technician Tips, Guides, Operations

How to Write a Water Purification Business Plan [With Template]

ServiceTitan Water Treatment Software

ServiceTitan is a comprehensive water treatment business software solution built specifically to help service companies streamline their operations, boost revenue, and achieve growth. Our award-winning, cloud-based platform is trusted by more than 100,000+ contractors across the country.

Related posts

Water Treatment, Operations, Technician Tips, Guides

How to Start a Water Purification Business [Step by Step]

This guide will help you take the first step toward starting and running a successful water purification business. We’ll explore potential startup challenges and give you stra...

Water Treatment, Operations, Technician Tips

Water Treatment Business Insurance: Types, Cost & More

Regardless of your company’s size, having an insurance policy to protect your business from the financial burden of such claims is essential. Below, we’ll look at the various...

Electrical, Water Treatment, Management, Operations, Success Story

How becoming a ServiceTitan guru enhanced a career at Franklin Electric

A few years ago, Juan Lopez took a glance at the customer relationship management (CRM) software options that Franklin Electric was considering. One name stood out. “When I s...

Free Work Timetable Templates

By Andy Marker | August 26, 2024

• Share on Facebook
• Share on LinkedIn

Link copied

We’ve gathered the most useful free Agile epic templates in Excel, Microsoft Word, Adobe PDF,  Google Docs, and Google Sheets formats.

Included in this article, you’ll find the following:

• Weekly work timetable template
• Hourly work timetable template
• Monthly employee work shift timetable template
• 24-hour work timetable template
• Work meeting timetable template
• Work event timetable template  

Basic Work Schedule Timetable Template

Download a Blank Basic Work Schedule Timetable Template for Excel  |  Microsoft Word  |  Adobe PDF  | Google Docs | Google Sheets

Download a Sample Basic Work Schedule Timetable Template for Excel  |  Microsoft Word  |  Adobe PDF  | Google Docs | Google Sheets

When to Use This Template : Teams or managers can use this basic work schedule timetable template to allocate daily tasks or projects and to monitor employee hours efficiently. Available with or without data, this template ensures accurate tracking of work assignments and time spent across the week.

Notable Template Features : This template auto-tallies daily hours, providing a clear overview of work distribution and time management and making it easy to track employee productivity and adjust workloads as necessary.

To manage your time and enhance your productivity with a versatile tool, check out these  free weekly schedule templates in Excel .

Hourly Work Timetable Template

Download a Blank Hourly Work Timetable Template for Excel  |  Microsoft Word  |  Adobe PDF  | Google Docs | Google Sheets

Download a Sample Hourly Work Timetable Template for Excel  |  Microsoft Word  |  Adobe PDF  | Google Docs | Google Sheets

When to Use This Template : Use this hourly work timetable template to organize tasks that require precise scheduling throughout the day. This template, available with or without data, enables detailed planning and tracking of hourly activities, along with important notes.

Notable Template Features : Featuring a dedicated to-do list and a section for notes, this template offers a comprehensive view of daily tasks and essential reminders, so it’s ideal for maintaining productivity and capturing critical details throughout the workday.

Discover a variety of  free work schedule templates for Microsoft Word and Excel to suit your specific needs.

Work Meeting Timetable Template

Download a Blank Work Meeting Timetable Template for Excel  |  Microsoft Word  |  Adobe PDF  | Google Docs | Google Sheets

Download a Sample Work Meeting Timetable Template for Excel  |  Microsoft Word  |  Adobe PDF  | Google Docs | Google Sheets

When to Use This Template : Available with or without data, this work meeting timetable template is ideal for planning and organizing meetings that require detailed scheduling and clear communication of objectives. It ensures that you account for all aspects of the meeting, from location to agenda, to promote efficiency and thorough preparation.

Notable Template Features : This template includes sections for key details such as meeting location, start time and end time, and topics of discussion; this provides a structured format for comprehensive planning. The template also features areas for refreshments and notes, ensuring you consider every element of the meeting and making it easier to facilitate productive and well-coordinated sessions. 

Meeting Room Timetable Template

Download the Meeting Room Timetable Template for Excel  |  Microsoft Word  |  Adobe PDF  | Google Docs | Google Sheets

When to Use This Template : This meeting room timetable template is ideal for scheduling and managing room bookings across the week, especially bookings that require precise time allocations in half-hour increments. It helps avoid conflicts and ensures that you utilize meeting spaces efficiently.

Notable Template Features : The template includes a clear layout with sections for room identification and weekly scheduling, so that it’s easy to track and organize room usage. The half-hour time slots allow for detailed scheduling, ensuring that meeting times are planned with precision.

Monthly Employee Work Shift Timetable Template

Download a Blank Monthly Employee Work Shift Timetable Template for Excel  |  Microsoft Word  |  Adobe PDF  | Google Docs | Google Sheets

Download a Sample Monthly Employee Work Shift Timetable Template for Excel  |  Microsoft Word  |  Adobe PDF  | Google Docs | Google Sheets

When to Use This Template : Use this monthly employee work shift timetable template to manage and visualize employee work shifts over the course of a month, with working days, absences, PTO, and holidays clearly identified. Available with or without sample data, this template is ideal for teams that require organized tracking of employee availability using a simple color-coded system.

Notable Template Features : This template includes an employee ID number for easy reference and a legend that clearly defines W for Work, A for Absence, H for Holiday, etc. The color-coded system ensures quick and accurate interpretation of each employee’s monthly schedule, aiding in efficient workforce management.

Enhance your scheduling efficiency with these  free Google Sheets schedule templates that offer real-time collaboration and easy accessibility across devices.

Employee Shift Timetable Template

Download a Blank Employee Shift Timetable Template for Excel  |  Microsoft Word  |  Adobe PDF  | Google Docs | Google Sheets

Download a Sample Employee Shift Timetable Template for Excel  |  Microsoft Word  |  Adobe PDF  | Google Docs | Google Sheets

When to Use This Template : Select this employee shift timetable template to manage and track employee shifts on an hour-by-hour basis and ensure comprehensive coverage of work hours throughout the day. This template, available with or without sample data, is ideal for operations that require precise scheduling and monitoring of staff across various shifts.

Notable Template Features : This template provides a detailed view of employee shifts with hour-by-hour breakdowns, making it easy to refer to and adjust if required. Its structure enables you to efficiently plan shifts and prevent overlaps or gaps in coverage to ensure smooth workflow management.

Find the best options for your scheduling needs with these  free Excel schedule templates designed to simplify your workflow. 

24-Hour Work Timetable Template

Download a Blank 24-Hour Work Timetable Template for Excel  |  Microsoft Word  |  Adobe PDF  | Google Docs | Google Sheets

Download a Sample 24-Hour Work Timetable Template for Excel  |  Microsoft Word  |  Adobe PDF  | Google Docs | Google Sheets

When to Use This Template : Use this 24-hour work timetable template to efficiently manage round-the-clock operations and ensure that all shifts are covered every day of the week. Available with or without sample data, the template is perfect for businesses requiring continuous staffing and allows for precise and consistent scheduling.

Notable Template Features : This template provides a clear, hour-by-hour breakdown for each day of the week, offering a comprehensive view of 24-hour coverage. It’s designed to streamline scheduling across all shifts to make it easier to organize and manage uninterrupted work cycles.

For daily planning, take a look at these  free daily schedule templates that can help you stay organized. 

Weekly Work Timetable Template

Download a Blank Weekly Work Timetable Template for Excel  |  Adobe PDF  | Google Sheets

Download a Sample Weekly Work Timetable Template for Excel  |  Adobe PDF  | Google Sheets

When to Use This Template : Choose this weekly work timetable template to efficiently schedule and track employee work hours throughout the week and ensure accurate calculations. This template is ideal for managers who need a clear overview of employee work patterns and total hours logged.

Notable Template Features : Available with or without sample data, this template includes sections for employee ID numbers and automatically calculates the hours worked by each employee, providing a streamlined approach to weekly time management. It’s designed to facilitate easy tracking and adjustment of work schedules, promoting efficient workforce oversight.

If you’re looking to streamline your weekly planning, explore these  free weekly calendar templates for more options.

Work Event Timetable Template

Download a Blank Work Event Timetable Template for Excel  |  Microsoft Word  |  Adobe PDF  | Google Docs | Google Sheets

Download a Sample Work Event Timetable Template for Excel  |  Microsoft Word  |  Adobe PDF  | Google Docs | Google Sheets

When to Use This Template : Use this work event timetable template with or without sample data to organize and track work-related events in precise half-hour increments and ensure smooth coordination throughout the day. This template is perfect for detailed planning and execution, including scheduling activities and managing event locations.

Notable Template Features : This template provides sections for both location and activity, offering a structured format for planning events with specific time slots. Its half-hour increments allow for granular scheduling, making it easy to manage even the most detailed event timelines.

To manage construction projects effectively, consider using these  free construction schedule templates that help you streamline timelines and improve construction project coordination.

Plan Your Work in Real Time with Timeline View for Smartsheet

Timeline view in Smartsheet empowers users to plan, visualize, and collaborate on date-based work in real-time, enabling you to effortlessly organize tasks, track progress, and communicate status.

In just a few clicks, launch your project’s timeline on any sheet to visualize your work, understand the details, and adjust information, making it easy to track project progress, detect blockers, and communicate statuses.

Discover how timeline view in Smartsheet can help your team visualize date-based work and achieve greater efficiency and transparency across projects.

Learn more about timeline view in Smartsheet .

Discover why over 90% of Fortune 100 companies trust Smartsheet to get work done.