Free Microsoft Word Business Plan Templates
By Joe Weller | September 22, 2020
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Weâve compiled a variety of expert-approved business plan templates and samples for Microsoft Word. There are options for organizations of any size and type â from coffee shops and hair salons to professional services, and everything in between.
Included on this page, youâll find Word business plan templates for small businesses , startup businesses , product and service businesses , and more.
Simple Business Plan Word Templates
These customizable business plan templates come professionally designed and ready to use, and are available to download in Microsoft Word format.
Simple Business Plan Template
Use this template as a basis for creating an organized and thorough business plan. Customize the built-in table of contents to suit your needs, and use the space included to detail the nature of your business, the solution to the problem youâre solving, a market analysis, key performance indicators (KPIs), financial forecasts, and more.
Download Simple Business Plan Template â Word
Simple 30-60-90 Business Plan Template
This template is ideal for developing a 90-day action plan to create and implement your business plan in manageable, 30-day chunks. Use the document to outline your main goals and deliverables, and then assign key business activities and deadlines to ensure your plan stays on track.Â
Download Simple 30-60-90-Day Business Plan Template
Word  | Smartsheet
For more 30-60-90Â business plan templates, visit our "Free 30-60-90-Day Business Plan Templates and Samples" article.
Simple Business Plan Outline Template
This template provides a standard outline for a traditional business plan, which you can use to guide your research and develop your plan. Easily modify the provided information to include information that is relevant to your business.Â
Download Simple Business Plan Outline Template â Word
For additional downloadable resources in a variety of formats, visit, â Simple Business Plan Templates .â
One-Page Business Plan Word Templates
These single page business plan templates in this section provide a useful way to organize ideas. Companies can use these templates to develop a pitch document for potential partners and investors.
One-Page Business Plan Template
Use this template to capture the main details of your business concept, including your product or service offering, who it benefits, how it helps your target buyer, the pricing structure, income streams, and key milestones. Thereâs also room at the bottom to include a SWOT analysis .
Download One-Page Business Plan Template
Word | Smartsheet
One-Page Lean Business Plan
This template utilizes a Lean approach to help you showcase the core concepts of your business idea in a scannable format. Provide a brief overview of your company and industry, the unique benefits your product or service possesses, distribution strategy, key objectives and success metrics, and a financial plan. Use the visual timeline at the bottom to display dates and milestones.
Download One-Page Lean Business Plan Template -Â Word Â
One-Page 30-60-90 Day Business Plan Template
A 30-60-90-day template is useful for developing an actionable plan. Simply add your main goals and the activities required to achieve them in 30-day increments. Update the status of each goal regularly to ensure your plan stays on track.
Download One-Page 30-60-90 Day Business Plan Template
For additional single page plans, along with an example of a business plan , visit " One-Page Business Plan Templates with a Quick How-To Guide ."
Small Business Plan Word Templates
These customizable business plan templates are especially useful for small businesses to develop a roadmap for structuring, operating, and growing their organization.
Small Business Plan Template
This comprehensive business plan template is ideal for small businesses that want to thoroughly document key goals and the associated activities. Add essential information to each section to keep your plan clear and concise â and pay special attention to the financial section and provide details that will validate your plan.
Download Small Business Plan Template â Word
Fill-In-the-Blank Small Business Plan Template
This fill-in-the-blank template is useful for small business owners that need some guidance adding details to the various elements of their business plan. Each section of this standard business plan comes with pre-filled content that you can expand on and customize to reflect the specific needs and details of your business.Â
Download Fill-In-the-Blank Small Business Plan Template â Word
Additional Fill-in-the-Blank Business Plan templates can be found here .Â
One-Page Small Business Plan Template
Small businesses can use this template to articulate business ideas in a succinct, easily digestible manner. There is space to include a business overview, key team members, a market analysis, marketing and sales plans, objectives and success metrics, and a financial plan.
Download One-Page Business Plan for Small Business â Word
Startup Business Plan Word Templates
These business plan templates are ideal for entrepreneurs to assess the viability of their idea and gain buy-in from prospective investors and stakeholders.
Startup Business Plan Template
Use this startup business plan template to create a strong and detailed roadmap of your concept and related goals. The template includes space for an executive summary, business description, summary of product or service offerings, pricing structure, marketing strategy, competitive analysis, startup expenses, funding sources, and more to ensure you have a thorough plan in place.
Download Startup Business Plan Template
Sample 30-60-90-Day Business Plan for Startup
This 30-60-90-day business plan template is versatile, and can be used to develop an actionable plan for virtually any business activity. This sample contains pre-filled information to help you explain the organizationâs main goals and deliverables, as well as to assign key tasks, ownership, and deadlines.Â
âDownload Sample 30-60-90 Day Business Plan for Startup Template
For additional resources to create your plan, visit â Free Startup Business Plan Templates and Examples .â
Product and Service Business Plan Word Templates
These business plan templates are designed for a product or service-focused business to use to develop a workplan that articulates its vision and objectives.
Business Plan Template for Professional Services
Entrepreneurs offering professional services can use this document to outline the main goals and objectives associated with their business, as well as how they plan to achieve them. This template comes with a built-in table of contents and includes all the components of a traditional business plan, including the company background, market and industry analysis, competitive analysis, service offering details, promotional plan, sales forecasts, financial statements, and more.
Download Business Plan Template for Professional Services â Word
One-Page Business Plan for Service Business
This business plan template is ideal for a service-type business owner who needs a basic plan to jot down core business concepts. This single-page template has room to include the business mission and vision, service provided, target market, competitive advantage, marketing and sales plan, and key objectives. There is also a visual timeline of milestones included at the bottom of the template for tracking progress.
Download One-Page Business Plan Template for Service Business â Word
One-Page Business Plan for a Product Business
Use this one-page business plan to outline the key details related to your product-focused idea. Articulate the purpose and vision of your business, the problem your product solves, potential customers, how you will get your product to buyers, pricing strategy, main objectives, and success metrics. The timeline of milestones at the bottom of the template automatically creates a visual display of noteworthy activities.Â
Download One-Page Business Plan for Product Business â Word
Fill-In-the-Blank Business Plan Word Templates
Use these pre-filled business plan templates as a basis to build a thorough plan that keeps your strategy aligned with sales, promotional, and financial objectives.
Simple Fill-In-the-Blank Business Plan
This fill-in-the-blank template features a traditional business plan layout, and includes pre-filled content in each section. Outline the key components of a well-rounded business plan, and add a company overview, market analysis, marketing and sales plan, operations plan, financial statements, supporting documentation, and more.
Download Simple Fill-In-the-Blank Business Plan Template â Word
Lean Fill-In-the-Blank Business Plan
This Lean business plan has all the necessary parts to articulate your business vision and strategy. Add information about the problem you aim to solve, your product or service offering, unique value proposition, target customers, cost structure, revenue streams, and a timeline of milestones.
Download Fill-In-the-Blank Lean Business Plan Template â Word
For additional resources, visit " Free Fill-In-the-Blank Business Plan Templates ."
For more free, downloadable templates for all aspects of your business, take a look at â Free Business Templates for Organizations of All Sizes .â
Empower Your Teams to Implement Your Business Plan with Smartsheet
Empower your people to go above and beyond with a flexible platform designed to match the needs of your team â and adapt as those needs change.Â
The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed.Â
When teams have clarity into the work getting done, thereâs no telling how much more they can accomplish in the same amount of time. Try Smartsheet for free, today.
Discover why over 90% of Fortune 100 companies trust Smartsheet to get work done.
Create a business plan
You've been dreaming of starting your own business. You've started with some concrete steps, and you're ready to put your proposal together. But how do you start, and how do you know when you have the right information?
How to get it done
Create a business plan with templates in Word:
Start with a template
Download these templates from the Office Templates site to create your plan:
Fill in your Business plan .
Analyze your market with the Business market analysis template .
Detail your financials in a Financial plan .
Divide up the work and track deliverables with this Business plan checklist .
Wrap up with this Business startup checklist .
Need a little help?
Learn how to:
Start a document from a template .
Apply themes to change your plan's look.
Related resources
Related article
Must follow steps for starting a successful business
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10 Free Business Plan Templates in Word, Excel, & ClickUp
Praburam Srinivasan
Growth Marketing Manager
February 13, 2024
Turning your vision into a clear and coherent business plan can be confusing and tough.Â
Hours of brainstorming and facing an intimidating blank page can raise more questions than answers. Are you covering everything? What should go where? How do you keep each section thorough but brief?
If these questions have kept you up at night and slowed your progress, know youâre not alone. Thatâs why weâve put together the top 10 business plan templates in Word, Excel, and ClickUpâto provide answers, clarity, and a structured framework to work with. This way, youâre sure to capture all the relevant information without wasting time.Â
And the best part? Business planning becomes a little less âugh!â and a lot more âaha!â đ¤Š
What is a Business Plan Template?
What makes a good business plan template, 1. clickup business plan template, 2. clickup sales plan template, 3. clickup business development action plan template, 4. clickup business roadmap template, 5. clickup business continuity plan template, 6. clickup lean business plan template, 7. clickup small business action plan template, 8. clickup strategic business roadmap template , 9. microsoft word business plan template by microsoft, 10. excel business plan template by vertex42.
A business plan template is a structured framework for entrepreneurs and business executives who want to create business plans. It comes with pre-arranged sections and headings that cover key elements like the executive summary , business overview, target customers, unique value proposition, marketing plans, and financial statements. Â
A good business plan template helps with thorough planning, clear documentation, and practical implementation. Hereâs what to look for:
- Comprehensive structure: A good template comes with all the relevant sections to outline a business strategy, such as executive summary, market research and analysis, and financial projectionsÂ
- Clarity and guidance: A good template is easy to follow. It has brief instructions or prompts for each section, guiding you to think deeply about your business and ensuring you donât skip important details
- Clean design: Aesthetics matter. Choose a template thatâs not just functional but also professionally designed. This ensures your plan is presentable to stakeholders, partners, and potential investors
- Flexibility : Your template should easily accommodate changes without hassle, like adding or removing sections, changing content and style, and rearranging parts đ ď¸Â
While a template provides the structure, itâs the information you feed it that brings it to life. These pointers will help you pick a template that aligns with your business needs and clearly showcases your vision.
10 Business Plan Templates to Use in 2024
Preparing for business success in 2024 (and beyond) requires a comprehensive and organized business plan. Weâve handpicked the best templates to help you guide your team, attract investors, and secure funding. Letâs check them out.
If youâre looking to replace a traditional business plan document, then ClickUpâs Business Plan Template is for you!
This one-page business plan template, designed in ClickUp Docs , is neatly broken down into the following sections:
- Company description : Overview, mission, vision, and team
- Market analysis : Problem, solution, target market, competition, and competitive advantage
- Sales and marketing strategy : Products/services and marketing channels
- Operational plan : Location and facilities, equipment and tools, manpower, and financial forecasts
- Milestones and metrics: Targets and KPIs
Customize the template with your company logo and contact details, and easily navigate to different sections using the collapsible table of contents. The mini prompts under each section guide you on what to includeâwith suggestions on how to present the data (e.g., bullet lists, pictures, charts, and tables).Â
You can share the document with anyone via URL and collaborate in real time. And when the business plan is ready, you have the option to print it or export it to PDF, HTML, or Markdown.
But thatâs not all. This template is equipped with basic and enterprise project management features to streamline the business plan creation process . The Topics List view has a list of all the different sections and subsections of the template and allows you to assign it to a team member, set a due date, and attach relevant documents and references.
Switch from List to Board view to track and update task statuses according to the following: To Do, In Progress, Needs Revision, and Complete.Â
This template is a comprehensive toolkit for documenting the different sections of your business plan and streamlining the creation process to ensure itâs completed on time. đď¸
If youâre looking for a tool to kickstart or update your sales plan, ClickUpâs Sales Plan Template has got you covered. This sales plan template features a project summary list with tasks to help you craft a comprehensive and effective sales strategy. Some of these tasks include:
- Determine sales objectives and goals
- Draft positioning statement
- Perform competitive analysis
- Draft ideal customer persona
- Create a lead generation strategy
Assign each task to a specific individual or team, set priority levels , and add due dates. Specify what section of the sales plan each task belongs to (e.g., executive summary, revenue goals, team structure, etc.), deliverable type (such as document, task, or meeting), and approval state (like pending, needs revisions, and approved).
And in ClickUp style, you can switch to multiple views: List for a list of all tasks, Board for visual task management, Timeline for an overview of task durations, and Gantt to get a view of task dependencies.Â
This simple business plan template is perfect for any type of business looking to create a winning sales strategy while clarifying team roles and keeping tasks organized. â¨
Thinking about scaling your businessâs reach and operations but unsure where or how to start? It can be overwhelming, no doubtâyou need a clear vision, measurable goals, and an actionable plan that every member of your team can rally behind.Â
Thankfully, ClickUpâs Business Development Action Plan Template is designed to use automations to simplify this process so every step toward your business growth is clear, trackable, and actionable.
Start by assessing your current situation and deciding on your main growth goal. Are you aiming to increase revenue, tap into new markets, or introduce new products or services? With ClickUp Whiteboards or Docs, brainstorm and collaborate with your team on this decision.
Set and track your short- and long-term growth goals with ClickUpâs Goals , break them down into smaller targets, and assign these targets to team members, complete with due dates. Add these targets to a new ClickUp Dashboard to track real-time progress and celebrate small wins. đ
Whether youâre a startup or small business owner looking to hit your next major milestone or an established business exploring new avenues, this template keeps your team aligned, engaged, and informed every step of the way.
ClickUpâs Business Roadmap Template is your go-to for mapping out major strategies and initiatives in areas like revenue growth, brand awareness, community engagement, and customer satisfaction.Â
Use the List view to populate tasks under each initiative. With Custom Fields, you can capture which business category (e.g., Product, Operations, Sales & Marketing, etc.) tasks fall under and which quarter theyâre slated for. You can also link to relevant documents and resources and evaluate tasks by effort and impact to ensure the most critical tasks get the attention they deserve. đ
Depending on your focus, this template provides different views to show just what you need. For example, the All Initiatives per Quarter view lets you focus on whatâs ahead by seeing tasks that need completion within a specific quarter. This ensures timely execution and helps in aligning resources effectively for the short term.
This template is ideal for business executives and management teams who need to coordinate multiple short- and long-term initiatives and business strategies.
In business, unexpected threats to operations can arise at any moment. Whether itâs economic turbulence, a global health crisis, or supply chain interruptions, every company needs to be ready. ClickUpâs Business Continuity Plan Template lets you prepare proactively for these unforeseen challenges.
The template organizes tasks into three main categories:
- Priorities: Tasks that need immediate attention
- Continuity coverage: Tasks that must continue despite challenges
- Guiding principles: Resources and protocols to ensure smooth operations
The Board view makes it easy to visualize all the tasks under each of these categories. And the Priorities List sorts tasks by those that are overdue, the upcoming ones, and then the ones due later.
In times of uncertainty, being prepared is your best strategy. This template helps your business not just survive but thrive in challenging situations, keeping your customers, employees, and investors satisfied. đ¤
Looking to execute your business plan the âleanâ way? Use ClickUpâs Lean Business Plan Template . Itâs designed to help you optimize resource usage and cut unnecessary stepsâgiving you better results with less effort.
In the Plan Summary List view, list all the tasks that need to get done. Add specific details like whoâs doing each task, when itâs due, and which part of the Business Model Canvas (BMC) it falls under. The By Priority view sorts this list based on priorities like Urgent, High, Normal, and Low. This makes it easy to spot the most important tasks and tackle them first.
Additionally, the Board view gives you an overview of task progression from start to finish. And the BMC view rearranges these tasks based on the various BMC components.Â
Each task can further be broken down into subtasks and multiple checklists to ensure all related action items are executed. âď¸
This template is an invaluable resource for startups and large enterprises looking to maximize process efficiencies and results in a streamlined and cost-effective way.
The Small Business Action Plan Template by ClickUp is tailor-made for small businesses looking to transform their business ideas and goals into actionable steps and, eventually, into reality.Â
It provides a simple and organized framework for creating, assigning, prioritizing, and tracking tasks. And in effect, it ensures that goals are not just set but achieved. Through the native dashboard and goal-setting features, you can monitor task progress and how they move you closer to achieving your goals.
Thanks to ClickUpâs robust communication features like chat, comments, and @mentions, itâs easy to get every team member on the same page and quickly address questions or concerns.
Use this action plan template to hit your business goals by streamlining your internal processes and aligning team efforts.
For larger businesses and scaling enterprises, getting different departments to work together toward a big goal can be challenging. The ClickUp Strategic Business Roadmap Template makes it easier by giving you a clear plan to follow.
This template is packaged in a folder and split into different lists for each department in your business, like Sales, Product, Marketing, and Enablement. This way, every team can focus on their tasks while collectively contributing to the bigger goal.
There are multiple viewing options available for team members. These include:
- Progress Board: Visualize tasks that are on track, those at risk, and those behind
- Gantt view: Get an overview of project timelines and dependencies
- Team view: See what each team member is working on so you can balance workloads for maximum productivity
While this template may feel overwhelming at first, the getting started guide offers a step-by-step breakdown to help you navigate it with ease. And like all ClickUp templates, you can easily customize it to suit your business needs and preferences.
Microsoftâs 20-page traditional business plan template simplifies the process of drafting comprehensive business plans. Itâs made up of different sections, including:
- Executive summary : Highlights, objectives, mission statement, and keys to success
- Description of business: Company ownership and legal structure, hours of operation, products and services, suppliers, financial plans, etc.
- Marketing: Market analysis, market segmentation, competition, and pricing
- Appendix: Start-up expenses, cash flow statements, income statements, sales forecast, milestones, break-even analysis, etc.
The table of contents makes it easy to move to different sections of the document. And the text placeholders under each section provide clarity on the specific details requiredâmaking the process easier for users who may not be familiar with certain business terminology.
No business template roundup is complete without an Excel template. This business plan template lets you work on your business financials in Excel. It comes with customizable tables, formulas, and charts to help you look at the following areas:
- Highlight charts
- Market analysis
- Start-up assets and expenses
- Sales forecasts
- Profit and loss
- Balance sheet
- Cash flow projections
- Break-even analysis
This Excel template is especially useful when you want to create a clear and visual financial section for your business plan documentâan essential element for attracting investors and lenders. However, there might be a steep learning curve to using this template if youâre not familiar with business financial planning and using Excel.
Try a Free Business Plan Template in ClickUp
Launching and running a successful business requires a well-thought-out and carefully crafted business plan. However, the business planning process doesnât have to be complicated, boring, or take up too much time. Use any of the above 10 free business plan formats to simplify and speed up the process.
ClickUp templates go beyond offering a solid foundation to build your business plans. They come with extensive project management features to turn your vision into reality. And thatâs not allâ ClickUpâs template library offers over 1,000 additional templates to help manage various aspects of your business, from decision-making to product development to resource management .
Sign up for ClickUpâs Free Forever Plan today to fast-track your businessâs growth! đ
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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 â 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.
Free Business Plan Template
One of the reasons that so many small businesses fail is that they don't do the necessary up front work to create an accurate and realistic business plan. Creating a business plan doesn't guarantee success, but the process of writing a plan is critical for any successful new business. It isn't our goal to try to tell you everything you need to know about creating a business plan. Instead, our goal is to make the process easier by providing a professionally designed business plan template that you can edit easily using Word and Excel .
Business Plan Template
License : Private Use (not for distribution or resale)
Authors : Jon Wittwer and Jim Wittwer
Update (7/22/2016) : We've added a basic break-even analysis worksheet to the companion Excel workbook.
Description
This template provides a business plan outline with sample questions, tables, and a working table of contents. It was created for newer versions of Word and Excel (Office 2007 or later) so that you can easily change the fonts and color scheme and the file will be compatible with the mobile and web-based Word & Excel apps.
It is best to use Excel for financial statements, data tables and charts. So, we have provided a companion Excel workbook with these sample financial statements and other tables and graphs that you can copy and paste into your Word document.
The companion workbook combines many of the different spreadsheets you can find on Vertex42.com, but customized specifically for inclusion in a business plan.
Using the Business Plan Template
Editing headings and table of contents.
Word allows you to assign format Styles to text and paragraphs, and we've designed the template to use these Styles for defining headings, sub-headings, and figure captions.
If you want to add a new section so that the Table of Contents updates correctly, just add a new heading in the body of the document and assign it the Heading 1 or Heading 2 style.
To update the Table of Contents, go to the References tab and within the Table of Contents group of buttons, click on Update Table and then "Update entire table."
Copy/Paste From Excel to Word
For simple tables, you can use Copy/Paste (Ctrl+c / Ctrl+v) to copy a table from Excel to Word. This will typically paste the data as a formatted and editable table in Word, though none of the formulas will be functional within Word (and the table will not be linked to Excel). If you don't want the table to be editable in Word, you can "Paste as a Picture" using Paste Special or by choosing the "Picture" option when you right-click in Word to paste the table.
Important : When you paste a chart object into your business plan, make sure to "Paste as a Picture" because pasting the chart as an embedded object means that the entire spreadsheet becomes embedded in your Word document (even though what you see is only the chart).
If you want to insert a table into Word as a "Linked Object" so that when you edit Excel, the table in Word will update automatically, you may have a more difficult time preserving the formatting of the original. However, at the least the entire spreadsheet won't be embedded within your business plan Word document.
More Related Templates
Resources for Writing a Business Plan
- Write Your Business Plan at SBA.gov - Anybody starting a business should become familiar with the SBA (small business association). SBA.gov also has an online tool for creating a business plan .
- YouTube: How to Write a Business Plan - Business Wales (3 minutes) - This video offers a quick overview and tips for the essential parts of a business plan.
- YouTube: How to Write a Business Plan - Berkeley-Haas (71 minutes) - This presentation offers both the venture capitalist and entrepreneur perspective on how to write a business plan that can successfully attract funding.
- Write Your Business Plan at Entrepreneur.com - A book written by the staff of a company that should know what they are talking about.
- Sample Business Plans at bplans.com - Finding a business plan for similar businesses in your industry is a great way to get ideas for what to include in your plan. This site is a great resource for not only finding sample plans, but also for creating a business plan online using their step-by-step approach.
Other Free Business Plan Templates
- Business Planning Template Gallery at SCORE.org - This nonprofit organization (supported by the SBA) has provided expertise and free mentorship for millions of small business owners. They also have a useful collection of templates.
- Develop Your Business Plan at business.gov.au - This Australian Government site provides a really good business plan template for Word, including a detailed guide, questions to answer, and sample financial statements.
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Free Business Plan Template
Download a free business plan template for Word. Includes frequently asked questions about business plans.
Updated on September 17th, 2023
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A business plan template is a pre-formatted business plan that contains an outline for a synopsis of your business details, goals, and measurable steps you are planning to take to achieve these. A business plan is vital to obtain financing for your business and should be the foundation of your pitch deck.
Below is our free downloadable business plan template. This plan can be tailored to your specific business and the stage it is in, as well as for the intended audience.
Business Plan Template - Free Download
Download this blank business plan template in Word format and create your own business plan.
Benefits of Using a Business Plan Template:
- Ensure that your plan is presented in a standard format.
- Uncover the right information before your business is launched.
- Create a professional document without outsourcing.
See our template .
Why You Should Use a Business Plan Template:
Business plan templates allow entrepreneurs and small business owners to save time by working off of a pre-formatted document. With a professional template, you can add specific information about your business without having to start from scratch.
Writing a business plan is a time-consuming process, even if you use a template. However, using a template ensures that you add all of the content that you need before you make your business pitch. Working through a template one section at a time can help you to gather all of the information that you need.
Generally, it's a good idea to write your Executive Summary last. This way, you will have a much better idea of how to summarize and describe your business.
Download our template to get started.
Business to Business
Discover more about Business to Business (B2B) - what it means and how it affects your business. Includes an overview and frequently asked questions.
Jan 11, 2022
How do you write a business plan?
You can use a template , or start from scratch. Either way, your business plan should include a summary of your business, financial projections, details about marketing, a description of your products/services, and a SWOT analysis.
What is a business plan template?
A business plan template is a pre-formatted document that already contains an outline and basic details. You can customize a template to create a business plan for your own business.
How do I write a business plan for a startup?
Planning for a startup is the same as planning for any new business venture. You need a detailed business plan that is focused primarily on the financial needs of your new business. This will help to attract investors and give you a realistic picture of how much capital you need to succeed.
How do I write a 5-year business plan?
A 5-year business plan is typically written the same way as a normal business plan, except the financial projections from one year to the next may go into more detail. The plan may also include special projects/developments that you want to invest in during the first five years of operation.
What are the three main purposes of a business plan?
- Create a roadmap for the growth of your business.
- Demonstrate to lenders and investors that you have a path to success.
- Gather and evaluate all of the information needed to make decisions.
What should a business plan include?
- Executive Summary.
- Business Overview.
- Operations.
- Market Analysis.
- Products and Services.
- Competition.
- Management.
- Financial Plan.
- Projected Revenue.
- Appendices.
How do you write a successful business plan?
Successful business plans are well researched, including supporting documentation (financial statements, graphs, etc), demonstrate a keen understanding of the target market, and have a multi-faceted marketing strategy.
What do you title a business plan?
Business plans usually have a cover page with a prominent title that includes the company name and the words "Business Plan" either above or below the name. The cover page may also include contact information or a business address.
What are the types of business plans?
- Startup business plan.
- Growth business plan.
- Strategic business plan.
- Feasibility business plan.
- Internal business plan.
- Operations business plan.
How long is a business plan?
The length of your business plan is less important than the quality of the content that is contained within it. However, business plans generally vary in length from 20 to 50 pages depending on the spacing, size of the font, visual elements, and detail of each section.
How much does it cost to get a business plan written?
On the low end, freelancers may charge several hundred dollars to write a business plan, while professionals and consultants may charge several thousand. If you are going to outsource the creation of your business plan, make sure you hire someone who has lots of experience.
How do you write an executive summary for a business plan?
An executive summary should contain the following:
- Introduction.
- Company strengths.
- Explanation of product/service and how it meets a need or solves a problem.
- Conclusion emphasizing the importance/value of the business.
You should try to be concise when you're writing your executive summary since the rest of your business plan will provide more explanation for readers. The point is to draw people in and give them a 1000-foot view of what you are doing. It is generally agreed that the executive summary should make up no more than 5 - 10% of your entire business plan.
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Microsoft 365 Life Hacks > Writing > Writing and Formatting a Successful Business Plan
Writing and Formatting a Successful Business Plan
Whether youâre an experienced business person or a first-time entrepreneur, a business plan presents an important opportunity to showcase your unique business ideas and make a plan for how it will it function and operate.
Because of its importance, it can sometimes appear to be an overwhelming task. However, with some guidance on business plan formatting and a breakdown of the planâs most essential components, you can make the task more manageable and more easily get started on your own planâbringing the possibility of your grand opening ever closer.
What Is a Business Plan?
A business plan usually serves either or both of two purposes: Sometimes itâs used to court potential investors in a business. Other times, it sets out guidelines and a strategy for initial members of a businessâs team to follow as they get things up and running. In either case, this formal document maps out the purpose, goals, finances, and future plans of a new or existing business.
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Formatting Your Business Plan
Before you get started on writing your business plan, itâs useful to understand the formatting of a typical business plan. Not only will this help you make sure you ultimately deliver the information that potential investors or teammates are expecting, but it will also help you see where you might need to do more research or spend more time.
Typically, all business plans contain each of the following parts:
Executive Summary
Company description, business goals, market and opportunity analysis, competitive analysis, execution plan, marketing plan, financial analysis and projections.
Below, we sum up what these sections entail to help you craft each of them according to your own businessâs needs.
Business plans usually open with whatâs called an executive summary. Typically taking up no more than about half of a page, this summary should include the most essential information about your business and highlights from the plan that follows, including:
- Your organizationâs mission statement
- A description of the products and services your business offers
- The purpose of your business plan
- Any major achievements your business has made so far
- An overview of your businessâs financial health
A company description should include both basic information about your organizationâits registered name, physical location, and a short history of the companyâas well as more detailed info about how your business intends to succeed. In other words, once youâve touched on the very basics, this is your chance to hook readers of your business plan. To do so, it can be helpful to set the stage for your readers: consider the answers to questions like, âWhy did you start this business?â, âWhat unique problems does your business solve?â, and âWhat makes your company different from others like it?â
Sometimes referred to as an âobjective statement,â this section of your business plan should clearly outline your companyâs goalsâover both the short and long term. If youâre making an appeal to investors, this is also your chance to include some persuasive writing and describe to them how their investments are critical to helping you meet these goals.
This section requires keen research skills: Bring in all of your knowledge of the market your business is working in to show investors and potential partners where the opportunity lies. Show that you have an understanding of the marketâs past, present, and futureâand understand the unique risks that businesses in this space face. Additionally, you will want to show what typical types of customers in this market are like with information on key demographics and customer behaviors that your business will market itself to.
Moving past the broad view of the overall market, your business plan should include an analysis of the business models or examples of your closest competitors in the space. Showing how these other organizations operate, how theyâve fared over their histories, and how they market themselves to customers can help you make the case for how your business will do these things both differently and successfully.
The execution plan section should provide a window into how your business will operate behind the scenes: How will you and your employees be organized? Who will handle what tasks? Why are they the right people to do so? Answer these questions by providing thorough details on who will be doing the work and how they will be structured while getting it done.
Every business needs to have a plan on how they position and promote their offerings, as well as attract and retain customers. With this section of your business plan, explain to potential stakeholders and financiers what your initial marketing strategy is and how it will change and scale over time.
Especially for business owners seeking additional financing and investment, the financial portion of your business plan is critical in showing how your business has generated and managed income, plus deliver insight into how it will continue doing so.
This section should include a breakdown of your organizationâs sales, expenses, and profits. If youâre applying for a loan or seeking investment, include an overview of what your companyâs financials would look like over the next period of years if you were to receive that financial backing. In addition, you should outline a clear plan for how and when you will pay back these creditors.
Crafting a Business Plan That Succeeds
While the particulars of every business plan will be different, there are some aspects that should be common to all business plans:
- Be Concise: The writing in a business plan needs to be persuasive for its intended audience, but it needs to do so efficiently. Use clear and concise writing that communicates your ideas and plans effectively.
- Use Data for Support: Even if your writing is persuasive, it wonât be as effective as it can be without relevant data and hard numbers that back up your insights.
- Get Rid of Errors: In most cases, your audience is only going to read your business plan once. Make sure you present a tidy image of your business through your business plan writing by catching and fixing all of your typos and grammatical errors. Use a digital writing assistant like Microsoft Editor to help spot these mistakes, along with any slips in the formal tone that a business plan requires.
- Keep It Real: Avoid exaggeration, whether itâs in your sales projections, market opportunity, or elsewhere.
Creating a successful business plan requires pulling together a lot of disparate information, which takes a diverse set of skills to pull off. Whether youâre new to new businesses or this is just your latest and greatest project, this can always be a tall order.
Make it easier on yourself by using all of the tools you have at your disposal to help. In addition to the guidelines above, explore a wide range of business plan templates available from Microsoft 365, including everything from complete business plans to individual components like revenue forecasts .
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Business Plan Template
Use this free Business Plan Template for Word to manage your projects better.
To start your business journey on the right foot, download our free business plan template and break down your business goals into actionable components.
Before you can start your business, you need to find your niche, seek financial backing and create a business plan to bring your idea to fruition. Our free business plan template will guide you through every step of the way. But first, letâs quickly define what a business plan is.
What Is a Business Plan?
A business plan is a document that explains how a business will operate and establish itself in the market to generate profits. Business plans are usually created before a new business starts, to make sure there are no loose ends that could affect its profitability or ability to operate. They can also be created for business improvement purposes.
Business plans are also crucial for raising funds for new business ventures, as theyâre used to provide the key details an investor should know to determine whether or not a business is a sound investment.
What Is a Business Plan Template?
Our business plan template outlines the business, product or service that you want to launch. It also details the market youâre targeting, the goals and objectives of the venture and how you propose to achieve them.
The business plan is one of the three pillars that any new idea must stand on to be successful. The other two are a marketing plan and a financial plan. These will be touched upon in part within the business plan template and included in full as supporting documents.
What Should Be Included In a Business Plan Template?
Business plans vary from one organization to another. However, there are key elements that any business plan should have to provide a clear picture of a business, especially if youâre creating a business plan to request funding from investors. Hereâs an outline that includes some of the most fundamental aspects to add to your business plans.
- Executive summary
- Company description
- Market analysis
- Marketing & sales strategy
- Operational plan
- Financial projections
- Organizational structure and management
- Legal structure
While you can decide how thorough you want your business plan to be, you’ll want to provide as many details as possible. A detailed business plan can reveal significant flaws in your business model. Business planning flaws such as ignoring industry trends can cost your company money, or could even lead to bankruptcy, so itâs important that you take your time when making a business plan.
How to Use This Free Business Plan Template
Now, letâs dive into each of those sections to have a better idea of how to use this business plan template for Word.
Executive Summary
Hereâs where you lay out your idea. Your executive summary is the elevator pitch, something that encapsulates your business plan contents in just one page or a couple of paragraphs.
The main purpose of your executive summary is to highlight the key elements from your business plan thatyou wish to communicate to investors or stakeholders such as the market opportunity, an overview of how youâll manage the venture, competitive advantages, key aspects of the company background, etc.
Company Description
This section explains what your company does and what it intends to achieve.
- Mission statement: The mission statement is a short action declaration that explains the purpose of your business and what it does. It should be one or two sentences long.
- Vision statement: The vision statement is similar to your mission statement in terms of length, but the vision statement states the future goals of the organization.
- Value proposition: The value proposition explains how your company will offer value to customers in a unique way that differentiates it from the competition.
- Core values: The core values are the guiding principles that shape your companyâs organizational culture, such as integrity, innovation and collaboration.
Market Analysis
This section should explain to readers how your company intends to compete and position itself in a particular market. To do so, you should include the following:
- Industry analysis: Provide an overview of your business industry. Briefly explain if there are any current trends that might affect your business, either positively or negatively, such as new competitors, new technologies or any other changes. You should include statistics to explain how your industry has grown over the years to convince stakeholders of its value.
- Target market: The target market section should explain the ideal customer for your products. Your marketing activities will be focused on this type of customer, so it should be the most profitable customer to serve. You can easily express what your target market is by creating buyer personas.
- Direct competitors: Direct competitors are businesses that offer exactly the same type of product you do and also serve the same target market. For this reason, you should use your unique value proposition to differentiate from them. Think about two different brands of soda. They offer the exact same product to the same market, at the same place.
- Indirect competitors: Indirect competitors are businesses that offer substitute products to your target market, which means they donât offer the same product as you do, but their product could also be used to satisfy the same customer need. Now think about butter and margarine. While the product isn’t exactly the same, it can be purchased by customers to satisfy the same need.
- SWOT analysis: SWOT stands for strengths, weaknesses, opportunities and threats. A SWOT analysis is a very important part of a business plan because it allows you to do a quick assessment of your current competitive position by looking at the internal strengths and weaknesses of your business while also considering any opportunities and threats from the external environment, such as the risk of new competitors or the opportunity of an underserved market.
Marketing & Sales Strategy
The purpose of this section is to explain how your company will market the product to your customers. It uses the 4 Ps of marketing as the guiding principle.
- Product: Explain what your product is, how it works and how itâs meant to be used. Also, explain some of the main attributes or features that make it superior to other products on the market. This can be anything such as lower production costs , durability or ease of use.
- Price: Pricing is an important part of your marketing strategy. Use this template to indicate your estimated profit margin along with a general description of the expected costs.
- Place: Place simply refers to two main things. Your sales channels, which are the methods you use to sell your product, such as online e-commerce platforms or brick-and-mortar locations and your distribution channels, which are the methods of transportation youâll use to bring your product from the production line to the final customer.
- Promotion: Use this section to explain the various methods you’ll use to advertise your product, such as websites, social media platforms or traditional methods such as TV, newspaper or radio ads.
Operational Plan
This section should provide a quick overview of how your business will operate by outlining the following areas:
- Day-to-day operations: Briefly explain how your business will serve customers or manufacture products. The goal is to provide a quick overview of the daily operations of your business for stakeholders and investors.
- Supply chain: Every business needs to purchase raw materials, parts and components to deliver products or services to its target market. Use this section to explain the key steps in your supply chain , and who are your key suppliers.
- Permits and regulatory compliance: Use this section to list any permits or regulatory compliance standards your products should meet, if any.
Financial Projections
Use this section to attach any financial documents you might have. If youâre starting a new business you can use financial forecasts. Here are some of the financial documents you can include.
- Income statements
- Balance sheets
- Cash flow statements
- Capital expenditure budgets
- Cost forecasts
- Gross profit projections
- Profit & loss statement
- Projected balance sheet
In addition to these documents, itâs advisable to include an exit strategy. The exit strategy is a contingency plan that’s executed to minimize losses for investors and business owners in the event of bankruptcy or if the business must be terminated at some point. Use this section to briefly explain how you’d execute your exit strategy.
Management Team and Key Personnel
It helps to build confidence and give investors a sense of the risk theyâre dealing with if you can provide profiles of your executive and management team. In fact, anyone who will be instrumental in executing the business plan should be included. Their skills and experience can go a long way to realizing your business plan.
Legal Structure
Last but not least, use this section to explain whether your business is a sole proprietorship, partnership, corporation or any other type of legal structure.
While you can decide how thorough you want your business plan to be, the more details you provide the better, as a detailed business plan can reveal significant flaws in your business model. Business planning flaws such as ignoring industry trends can cost your company money, or could even lead to bankruptcy, so itâs important that you take your time when making a business plan.
Why Should You Use a Business Plan Template?
The main reason for a business plan template is to show off your idea in the best possible way to attract investors by collecting the points that show why your business, product or service is viable.
The other reason is that nothing is possible without a plan. Launching a new business, product or service is a project, and a project without a plan is like a boat without a rudder. It might not sink, but itâs unlikely to get where you want it to go.
There are more detailed reasons to take the time and effort required to fill in our business plan template. For example, a bank and investors won’t let you in the door without a business plan. The same is true for any potential partners.
On top of that, the template provides broad strokes as to how to implement your idea . This is vitally important if you sway your investors and need to make the plan a reality.
Once you have investors on board, you need to turn your business plan into a viable project. Project management software like ProjectManager can help. Our Gantt charts can organize tasks, track costs, allocate resources and more. Plus, live dashboards give you a high-level view of performance to catch issues before they become problems. With project management software, you can plan, track and report on everything that matters. Weâll help you make your business plan a successful venture.
When Should You Use This Free Business Plan Template for Word?
You should use a business plan template when youâre getting ready to shop your idea for the bank, investors or a partner. Before using our template, youâll want to have done all the necessary due diligence.
In other words, once you have an idea for the business, product or service, you need to do market research to see where it fits in the larger commercial landscape. Then, youâll need to figure out how much capital youâll need to realize the idea.
Once you have all the work done for your proposal, then you can start the process of filling in the business plan template. The more thorough your preparation, the more convincing your plan and the more likely youâll get it off the ground.
Who Should Use This Free Business Plan Template for Word?
Anyone who is planning to run a business needs to use our business plan template. Itâs your roadmap  and provides you with a plan forward by outlining objectives, establishing priorities and more.
Youâll also need this business plan template if you already have an established business and are looking for buyers to sell it to. This is also true if youâre looking to determine the value of your business says for taxes or estate planning.
How to Track the Execution of Your Business Plan With ProjectManager
ProjectManager is award-winning software that helps you organize your plan and execute it more effectively. Once youâve filled in your business plan template, the real work begins. Our tool helps you create a schedule and manage your resources to successfully deliver your plan.
Gantt Charts to Plan
Use our Gantt chart project view to input your tasks or import the task list from any spreadsheet. You can also use one of the many industry-specific templates loaded into the tool to get you started. Then add durations for your tasks and theyâll populate the timeline side of the Gantt, giving you a full picture of the plan laid out chronologically.
Dashboards to Track Progress
When you execute your plan, you need to monitor its actual progress to make sure youâre on track. Our real-time dashboard collects status updates and automatically monitors your schedule, costs and other vital metrics, displaying them in easy-to-read graphs and charts. This high-level view helps you catch issues before they become problems.
Reports for Your Stakeholders
Keeping executives and other stakeholders in the loop is important. One-click reporting makes it simple to get data on the performance of your plan as itâs executed and then share those reports. They can even be filtered to give stakeholders the only information they want.
Thereâs so much more that ProjectManager does to make sure your plan is a success. From unlimited file storage to resource and team management, we allow you to make your business plan and implement it successfully.
What Other Free Excel Templates Can Help You Build a Business Plan?
Our business plan template collects a lot of information, but in order to have a thought-through plan, youâll want to use some of the other free project management templates we have free on our website.
Project Charter Template
For your plan to work, you need to have a project charter. Our free project charter template helps you figure out the scope of your project, identify objectives and deliverables and even start figuring out the tasks, resources and costs for the work to come.
Statement of Work Template
The statement of work outlines the course of your project plan, including activities, deliverables and the timetable. It defines these essential components of any plan and acts as the first step in your journey to creating a project plan. The free statement of work (SOW) template lays it all out for you.
Project Proposal Template
Before the plan comes the proposal. Itâs the pitch to get your project approved so you can then create a plan. The free project proposal template sets the stage and all you have to do is add the details. When approved you have already made the first step towards a plan, which makes it that much easier.
Related Business Planning Resources
If youâre looking for more information about business and planning, then check out the resources page on our website. We have tutorial videos, blog posts and guides that address every aspect of project management. Here are just a few relevant articles.
- 15 Free Word and Excel Templates for BusinessÂ
- Strategic Planning in Business
- Why You Need a Reliable Business Continuity Plan
- How to Choose a Project Planner Thatâs Right for You
ProjectManager is an online tool that gives you real-time data to make better decisions when managing your project. Organize your teams, help them collaborate and drive your project more efficiently to a successful end. Join the tens of thousands of teams that already use ProjectManager and take your free 30-day trial today.
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Deliver faster, collaborate better, innovate more effectively â without the high prices and months-long implementation and extensive training required by other products.
Download Free Business Plan Examples
Download a free business plan in pdf or word doc format to make writing a plan fast and easy, find your sample plan.
Discover the sample plan that best fits your business. Search our gallery of over 550 sample business plans and find the one that's right for you.
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What You'll Get:
A complete business plan Unlike other blank templates, our business plan examples are complete business plans with all of the text and financial forecasts already filled out. Edit the text to make the plan your own and save hundreds of hours.
A professional business plan template All 550 of our business plans are in the SBA-approved format thatâs proven to raise money from lenders and investors.
Instructions and help at every step Get help with clear, simple instructions for each section of the business plan. No business experience necessary.
A Word doc you can edit We donât just have PDF documents that make editing a challenge. Each plan is available in Word format so you can start editing your business plan example right away.
Key Sections Included in our Example Business Plans:
Executive Summary : A quick overview of your plan and entices investors to read more of your plan.
Company : Describes the ownership and history of your business.
Products and Services : Reviews what you sell and what youâre offering your customers.
Market Analysis : Describes your customers and the size of your target market.
Strategy and Implementation : Provides the details of how you plan on building the business.
Management Team : An overview of the people behind the business and why theyâre the right team to make the business a success.
Financial Plan : A complete set of forecasts including a Profit and Loss Statement, Cash Flow Statement, and Balance Sheet.
Looking for a sample business plan PDF? You can download a few PDF examples below:
- Accounting and Bookkeeping Sample Business Plan PDF
- Agriculture Farm Sample Business Plan PDF
- Cleaning Service Sample Business Plan PDF
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35+ Best Business Plan Templates for Word 2024
Are you writing a business plan for a brand new startup? Or updating an old business plan for an established brand? Then this collection of MS Word business plan templates will definitely come in handy.
The key to making an effective business plan brochure that wins over investors and inspires employees is to use a modern and attractive design.
No one wants to read through a 100-page brochure that looks like a VCR manual from the 1960s. Today, people prefer cleaner brochure layouts with proper paragraph formatting that offer a much smoother reading experience.
Designing such modern business plan documents is not that difficult. In fact, you can easily create them using Word templates.
In this post, we showcase high-quality business plan templates for Word that have been designed by professionals. They feature modern designs and clean layouts that are perfect for all kinds of startups, businesses, and corporate companies. Have a look.
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Explore Word Templates
Education Business Plan Word Template
This Word template is designed for making business plan documents related to educational brands and businesses. However, you can easily customize the design to make business plans for various other industries. The template includes 20 unique page layouts with modern designs.
Business Plan & Proposal Template for Word
You can use this Word template to make both business proposals and business plans. It has a very flexible page design that you can change to make brochures for startups, agencies, and other businesses. There are 20 pages in this template in A4 size.
Bold Business Plan Word Template
If you want to make a bold business plan with a high-end luxury feel, this Word template will come in handy. It features a dark color theme that will fit in nicely with luxury brands, hotels, corporate agencies, and more. The template has 56 different page layouts. It comes in Word, Apple Pages, and InDesign formats.
Big Business Plan Brochure Template for Word
Get started with this Word template to make business plan documents with clean and minimal design. It includes 28 unique pages with easily editable layouts. You can change its colors, fonts, and images with ease. The template is available in multiple formats, including Word, InDesign, Affinity Publisher, and more.
Free Simple Business Plan Word Template
While this free business plan template only has 4 page layouts and a simple design, itâs more than enough for making a basic business plan document for a small business. It comes in Word and Apple Pages formats.
Tropo – Minimalist Business Plan for Word
Tropo is a minimalist business plan template designed for Microsoft Word. It’s user-friendly, designed with organized files for effortless customization, and is suitable for creating business proposals. Tropo offers 32 editable pages, customizable fonts, and colors, well-organised layers, and is print-ready.
Business Proposal Template for Word
This is a professional-quality business proposal template for Word that offers flexibility and ease of customization. This 20-page template can be easily edited to suit your unique business needs without jeopardizing the layout or the readability. It’s fully customizable, well-layered, and organized.
This is an adaptable template, perfect for showcasing your unique services and business plans to new clients. It’s a user-friendly, customizable template, enabling designers to express their brand and work competence professionally. The pack includes a 20-page InDesign and Microsoft Word templates.
Business Proposal Template for Word & InDesign
A versatile business proposal template ideal for constructing thorough business plans or proposals. Compatible with Microsoft Word 2010 and higher, as well as Adobe InDesign CS4 and above, the template offers a comprehensive 16-page document that can adapt for print or digital output.
Business Plan & Project Proposal Template
This is a comprehensive business proposal template for Word. Boasting 40 pages of editable sections such as company details, project timelines, budget specifics, and more, the template utilizes a structured editorial layout to organize information efficiently.
Multipurpose Business Brochure Word Template
This brochure template features multipurpose page layouts. This means you can edit and customize each page to make many different types of documents, including business plans and proposals. It has 20 unique pages in A4 size.
Creative Business Plan Template for Word
This is a massive business plan template that comes with more than 60 different page layouts to choose from. Itâs especially suitable for agencies and startups for making a high-quality business plan document. The template is available in Word and InDesign formats.
Company Proposal & Business Plan Word Template
Whether you want to make a business plan or a proposal document, this Word template can handle both. It features a modern and professional layout for making documents for corporate businesses. The template includes 20 pages in A4 size.
Education School Plan Template for Word
You can use this Word template to make a stylish business plan or educational plan for a school. The template has fully customizable paragraph styles, editable colors, fonts, images, and much more. It has 20 page custom layouts.
Free Agency Business Plan Word Template
This free business plan template includes 5 page layouts with very simple and basic designs. You can use it to make business plan documents for advertising and design agencies. Itâs available in Apple Pages format too.
Modern Business Plan Template for Word
A business plan document is about presenting your goals, missions, and vision for the company in an appealing way. Having a great-looking design is a must for achieving that task. This Word template will help you create such a business plan document. It includes 20 different page layouts with modern designs. And you can edit it using either MS Word or InDesign.
Clean Business Plan Microsoft Word Template
If you want to make sure your business plan looks more professional, a clean and minimal design is the best choice for your brochure. With this template, you can design a clean and professional-looking business plan to showcase your business goals. It includes 16 page layouts with fully customizable designs. You can also choose from 3 different color schemes to design your document.
Simple Business Plan Template for Word
This Word business plan template uses a very simple design. It doesnât have too many design elements, images, or lots of colors. Instead, the design puts more focus on the contents of the document. This approach makes it a great template for designing a highly effective business plan for many different types of businesses. It includes 12 page layouts as well.
Business Plan Brochure Template for Word
If you want to make an impressive and attractive business plan brochure for a big company or a corporate brand, this Word template will come in handy. It features 48 different page layouts with modern and stylish designs. The template is available in both MS Word and InDesign formats. And, as a bonus, you also get letterhead and business card templates.
One Page Business Plan Template for Word
Sometimes a simple one-page document is more than enough to highlight the key points of a business plan. This template is ideal for making such brochures. The template comes with 4 page layouts but you can easily customize it to create one-page or even multi-page documents.
Professional Services Free Business Plan Word Template
This free business plan template for Word comes directly from the official MS Office templates directory. Itâs free to download and features page layouts with modern designs. Itâs ideal for creating a business plan for small agencies.
Free Word Business Plan Template for Freelancers
Another free Word business plan template from the Office directory. This template is designed with freelancers and agencies that specialize in home-based professional services. It includes a fully editable layout as well.
Editable Business Plan Template for Word
Every Word template should give you the freedom to edit, customize, and do anything you want with the design. This template lets you do all that and more. It features a fully editable layout that you can customize to your preference. The template also includes 40 page layouts that come in A4 and US Letter sizes.
Minimal Business Plan Word Template
Looking for a clean, simple, and minimalist business plan template? Then this Word template is made just for you. It has a very light and simple layout that allows you to showcase all elements of your business plan in a professional way. The template includes 32 page layouts and itâs available in Word and InDesign formats.
Startup Business Plan Word Template
This Word business plan template is designed specifically for startups and agencies. It features a set of modern page layouts, 20 custom page designs to be exact. You can also customize each page layout by changing colors and fonts. It comes in US Letter and A4 sizes as well.
4-Page Business Plan Template for Word
You can create a powerful four-page business plan using this Word template. It features an effective page design that is ideal for creating a summary of your business plan. The template is fully customizable and itâs available in Word, IDML, and INDD formats.
One Page Simple Business Plan Word Template
This simple and minimal business plan template is perfect for making a one-page brochure or even a two-page document. The template comes with 2 page layouts that you can use to create a simple double-sided one-page business plan. Or you can print them separately too. Itâs very basic but quite effective at the same time.
Free Simple Business Plan Template for Word
A free business plan template that you can edit and customize in Word. This template has a very basic and blank design that you can use however you like. You can make this template your own by adding a few design elements as well.
Free One-Page Business Plan Template for Word
This is a free one-page business plan template that has a minimal layout for making a straightforward business plan brochure. It includes multiple sections for detailing different aspects of your business plan.
Marketing & Sales Plan Word Template
Marketing and sales plans are also part of a business plan, especially for marketing agencies. With this Word template, you can design an effective sales plan for your business. The template features 32 different page layouts in A4 size. It comes in Word and InDesign versions as well.
Real Estate Business Plan Template for Word
This Word template features a very clean and visual-centric design thatâs ideal for making business plans for real estate and rental property businesses. There are more than 30 unique page layouts in this template with easily editable designs. You can change colors, fonts, and paragraphs however you like to fit your brand.
Basic Microsoft Word Business Plan Template
If you want to make a simple and basic business plan for a small company, this Word template is for you. It features a minimal layout with a basic design for making a small brochure. You can use 4 different page layouts to create your business plan. And itâs fully customizable too.
Simple Word Business Plan Template
This business plan template also features a simple design. Itâs ideal for startups, agencies, and even small businesses for making a business plan to motivate employees and even set goals for your future. The template includes 4 page designs in A4 size.
A creative business plan Word template that comes with more than 50 different page designs. With this template, you can make all kinds of business plan brochures for various types of brands. The template also includes editable colors, paragraphs, objects, free fonts, and so much more.
Business Project Plan Template for Word
A simple business plan template for small brands. This template includes 3 unique page layouts for crafting a basic business plan. Itâs ideal even for solopreneurs and freelancers for creating a strategy for your business. It comes in A4 size.
Free Healthcare Business Plan Word Template
This free business plan template is made with businesses and companies in the healthcare industry. It features a clean design with several page layouts you can use to craft an effective business plan.
Free Editable Business Plan Template for Word
Another blank and basic business plan Word template you can download for free. This template has very simple page layouts but they are ideal for creating an effective business plan brochure for small businesses.
Be sure to check out our best Word templates collection for more design inspiration.
25+ Simple Business Plan Templates for Word for Startups + Funding 2024
Business plans are like road maps: itâs possible to travel without one, but that will only increase the odds of getting lost along the way.
A business plan is a 20-30 page document that outlines how you will achieve your business objectives and includes information about your product, marketing strategies, and finances. You should create one when youâre starting a new business and keep updating it as your business grows.
Sometimes, the prospect of cobbling together a business plan from scratch is daunting. Thatâs why templates are the perfect solution in these cases. This roundup of the best Microsoft Word business plan templates gives you plenty of premium and free options to choose from. Read on.
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Minimal business plan word template.
Minimalism is often considered a sign of professionalism and authority. With this business plan template, you can make sure to include both aspects in your brochure design. It comes with a clean yet stylish page design that suits all types of brands. There are 32 different page layouts included in the template.
Modern Business Plan Template for Word
If you prefer to give a more dark and modern look to your business plan brochure, this Word template is perfect for your business. It includes 56 different page layouts with professionally crafted designs. The template is available in Word, InDesign, and Apple Pages formats.
Multipurpose Business Plan Template Word & InDesign
This Word business plan template features a creative design across all of its pages. There are 64 different pages for you to choose from. And it comes in A4 and US Letter sizes as well. You can easily edit the template using MS Word or InDesign.
Simple Business Plan Template for MS Word
You can use this Word template to create a simple and basic business plan document with ease. It includes 4 different page layouts that allow you to create a short and concise business plan. It comes in InDesign and Word formats.
Clean Business Plan Template for Word
This template features a clean and modern design that’s perfect for the business plan of a startup company. It offers 16 unique pages customizable in Microsoft Word and Adobe InDesign. This business plan template Word DOC works well for nearly all kinds of businesses.
MS Word Business Plan Template
This is a solid choice for anyone looking to hunt down the best Microsoft Word business plan templates. It features 20 meticulously designed pages in A4 size, free fonts, and a help file. Use this template to create an impressive business plan.
Simple Business Plan Template Word DOC
Print ready and fully customizable, this business plan template comes with 52 pages of remarkable design. This completely layered template is compatible with Microsoft Word and Adobe InDesign and will make you skate through the tedious task of editing.
Microsoft Word Business Plan Template
If you’re looking for a minimal, and strictly professional business plan template for Word, the above-featured product is an excellent contender for your cash. It will help state your company’s ambitions, strategies, timelines, and finances in the best way possible.
Business Plan Template for Word
Print ready and fully editable, this brochure template includes 28 pages of extraordinary design. It’s Microsoft Word-friendly and completely layered to make your work life a lot easier. So kick-start 2020 with this efficient corporate brochure template.
Create your own opportunities with this awesome business plan template. Originally designed with Adobe InDesign, this template also comes in the latest versions available for Microsoft Word.
Need a creative corporate business plan template? Then check out this next print template created in Adobe InDesign. A special Microsoft Word file has also been included for quick updates. Get 36 custom pages and a premade cover layout.
Professional Business Plan Template for Word
Use this template to prepare a detailed business plan for your startup and probably land funding. It features a modern, and eye-catching design that can be personalized to your branding and aesthetics. You’ll have a difficult time finding free business plan templates for Word with quality this good.
Elegant Business Plan Template Word DOC
If you really want to make a good impression on potential investors, you should take a closer look at this MS Word business plan template. It offers 28 custom pages in A4 size, CMYL color space, free fonts, and more. Try it out, or add it to your shortlist at the very least.
Minimalistic Business Plan Template for Word
This clean, sophisticated design includes 36 pages for you to customize in any way you like. The creative business plan template also includes files for Microsoft Word, for your convenience.
This clean and professional template will help you craft amazing opportunities for your business. Enjoy the stylish design which features a grid-based layout and only free fonts. Invoice and letterhead templates are also included for a well-rounded brand package.
Take control of your business dreams with this professional business plan. Available in both Adobe InDesign and Microsoft Word formats, this brochure features A4 and US Letter sizes with 16 custom pages. Just drag and drop your photos and information to get started.
Enjoy three stunning yet simple color schemes with this next business plan template. This no-hassle design includes a minimalist theme perfect for beginners. Break down your expense reports, project descriptions and more with one helpful set.
Writing your business plans takes up enough time and energy. So cut your worries in half with a professionally designed template you can customize to your needs. This helpful resource comes with fully layered documents and a custom cover design for a fast turnaround.
Highlight your company’s finances with this extraordinary brochure. This template features 22 custom pages designed with intriguing layout options. Enjoy the trendy design with beautiful colors you can update yourself. Check it out!
This professional template includes 16 pages originally designed with Microsoft Word. Describe your company’s strategy, projections, and services with an effective template available in seven color samples.
Get started on your next creative project with this minimalist proposal template. Designed for entrepreneurs and business professionals, this template features 24 fully layered pages in high-resolution formats. Easily access text and paragraph styles for a custom look!
Free Business Plan Templates For Word
Free business plan template for word.
This free business plan template is ideal for making a very basic brochure to showcase your business plan. Itâs made with advertising agencies in mind. The template is available in MS Word, Apple Pages, and Google Docs formats.
Free Simple Business Plan Word Template
You can make a simple business plan brochure for a small business using this free Word template. It includes all the main page layouts youâll need to cover the important aspects of your business plan.
Free Commercial Contractor Business Plan Template Word
This free business plan template is designed with commercial contractors in mind. It includes several useful page layouts with easily editable designs. The template comes in Word, Google Docs, and Apple Pages formats.
Use this professional services business plan template to help you create a solid plan. This business planning template tells the story of your businessâs vision and how you expect to achieve success. Use this professionally written business plan template to clarify your plan and to share with it your team, outside investors, and future leaders.
Define and communicate the vision for your business with this business plan template for Word. This business plan template includes guidance on what makes a great plan using a new coffee shop as an example. Fill in this simple business plan template with the details of your business for a stunning plan you can present to your stakeholders and potential clients.
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Business Plan: What It Is + How to Write One
Discover what a business plan includes and how writing one can foster your businessâs development.
What is a business plan?Â
Think of a business plan as a document that guides the journey to start-up and beyond. Business plans are written documents that define your business goals and the strategies youâll use to achieve those goals. In addition to exploring the competitive environment in which the business will operate, a business plan also analyses a market and different customer segments, describes the products and services, lists business strategies for success, and outlines financial planning. Â
How to write a business planÂ
In the sections below, youâll build the following components of your business plan:
Executive summary
Business descriptionÂ
Products and servicesÂ
Competitor analysisÂ
Marketing plan and sales strategiesÂ
Brand strategy
Financial planning
Explore each section to bring fresh inspiration and reveal new possibilities for developing your business. Depending on your format, you may adapt the sections, skip over some, or go deeper into others. Consider your first draft a foundation for your efforts and one you can revise, as needed, to account for changes in any area of your business. Â
1. Executive summaryÂ
This short section introduces the business plan as a whole to the people who will be reading it, including investors, lenders, or other members of your team. Start with a sentence or two about your business, development goals, and why it will succeed. If you are seeking funding, summarise the basics of the financial plan.Â
2. Business descriptionÂ
Use this section to provide detailed information about your company and how it will operate in the marketplace.Â
Mission statement: What drives your desire to start a business? What purpose are you serving? What do you hope to achieve for your business, the team, and your customers?Â
Revenue streams: From what sources will your business generate revenue? Examples include product sales, service fees, subscriptions, rental fees, licence fees, and more.Â
Leadership: Describe the leaders in your business, their roles and responsibilities, and your vision for building teams to perform various functions, such as graphic design, product development, or sales. Â
Legal structure: If youâve incorporated your business, include the legal structure here and the rationale behind this choice.Â
3. Competitor analysisÂ
This section will assess potential competitors, their offers, and marketing and sales efforts. For each competitor, explore the following:Â
Value proposition: What outcome or experience does this brand promise?
Products and services: How does each solve customer pain points and fulfill desires? What are the price points?Â
Marketing: Which channels do competitors use to promote? What kind of content does this brand publish on these channels? What messaging does this brand use to communicate value to customers? Â
Sales: What sales process or buyerâs journey does this brand lead customers through?
4. Products and services
Use this section to describe everything your business offers to its target market. For every product and service, list the following:Â
The value proposition or promise to customers, in terms of how they will experience it
How the product serves customers, addresses their pain points, satisfies their desires, and improves their lives
The features or outcomes that make the product better than those of competitors
Your price points and how these compare to competitors
5. Marketing plan and sales strategiesÂ
In this section, youâll draw from thorough market research to describe your target market and how you will reach it.Â
Who are your ideal customers?  Â
How can you describe this segment according to their demographics (age, ethnicity, income, location, etc.) and psychographics (beliefs, values, aspirations, lifestyle, etc.)?Â
What are their daily lives like?Â
What problems and challenges do they experience?Â
What words, phrases, ideas, and concepts do consumers in your target market use to describe these problems when posting on social media or engaging with your competitors? Â
What messaging will present your products as the best on the market? How will you differentiate messaging from competitors?Â
On what marketing channels will you position your products and services?
How will you design a customer journey that delivers a positive experience at every touchpoint and leads customers to a purchase decision?
6. Brand strategyÂ
In this section, you will describe your businessâs design, personality, values, voice, and other details that go into delivering a consistent brand experience.Â
What are the values that define your brand?
What visual elements give your brand a distinctive look and feel?
How will your marketing messaging reflect a distinctive brand voice, including tone, diction, and sentence-level stylistic choices?Â
How will your brand look and sound throughout the customer journey?Â
Define your brand positioning statement. What will inspire your audience to choose your brand over others? What experiences and outcomes will your audience associate with your brand?Â
7. Financial planning Â
In this section, you will explore your businessâs financial future. Suppose you are writing a traditional business plan to seek funding. In that case, this section is critical for demonstrating to lenders or investors you have a strategy for turning your business ideas into profit. For a lean start-up business plan, this section can provide a useful exercise for planning how to invest resources and generate revenue [ 1 ]. Â
To begin your financial planning, use past financials and other sections of this business plan, such as your price points or sales strategies.Â
How many individual products or service packages do you plan to sell over a specific period?
List your business expenses, such as subscribing to software or other services, hiring contractors or employees, purchasing physical supplies or equipment, etc.
What is your break-even point or the amount you must sell to cover all expenses?
Create a sales forecast for the next three to five years: (No. of units to sell X price for each unit) â (cost per unit X No. of units) = sales forecast
Quantify how much capital you have on hand.
When writing a traditional business plan to secure funding, you may append supporting documents, such as licences, permits, patents, letters of reference, resumes, product blueprints, brand guidelines, the industry awards youâve received, and media mentions and appearances.
Business plan key takeaways and best practices
Remember: Creating a business plan is crucial when starting a business. You can use this document to guide your decisions and actions and even seek funding from lenders and investors.Â
Keep these best practices in mind:
Your business plan should evolve as your business grows. Return to it periodically, such as quarterly or annually, to update individual sections or explore new directions your business can take.
Make sure everyone on your team has a copy of the business plan, and welcome their input as they perform their roles.Â
Ask fellow entrepreneurs for feedback on your business plan and look for opportunities to strengthen it, from conducting more market and competitor research to implementing new strategies for success.Â
Start your business with CourseraÂ
Ready to start your business? Watch this video on the Lean approach from the Entrepreneurship Specialisation on Coursera:Â
Article sources
Inc. â How to Write the Financial Section of a Business Plan , Â https://www.inc.com/guides/business-plan-financial-section.html.â Accessed April 15, 2024.
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This template is ideal for developing a 90-day action plan to create and implement your business plan in manageable, 30-day chunks. Use the document to outline your main goals and deliverables, and then assign key business activities and deadlines to ensure your plan stays on track. Download Simple 30-60-90-Day Business Plan Template.
Download these templates from the Office Templates site to create your plan: Fill in your Business plan. Analyze your market with the Business market analysis template. Detail your financials in a Financial plan. Divide up the work and track deliverables with this Business plan checklist. Wrap up with this Business startup checklist.
In times of uncertainty, being prepared is your best strategy. This template helps your business not just survive but thrive in challenging situations, keeping your customers, employees, and investors satisfied. đ¤. Download This Template. 6. ClickUp Lean Business Plan Template. ClickUp Lean Business Plan Template.
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 ...
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. Category.
This template provides a business plan outline with sample questions, tables, and a working table of contents. It was created for newer versions of Word and Excel (Office 2007 or later) so that you can easily change the fonts and color scheme and the file will be compatible with the mobile and web-based Word & Excel apps. It is best to use ...
A faster way to plan. LivePlan is the #1 planning tool for over 1 million businesses. Create your business plan. Download a free business plan template in Google Doc, Microsoft Word, and PDF formats. Includes expert guidance to help fill out each section.
The point is to draw people in and give them a 1000-foot view of what you are doing. It is generally agreed that the executive summary should make up no more than 5 - 10% of your entire business plan. Download a free business plan template for Word. Includes frequently asked questions about business plans.
Bonus Appendices section, if you want to get fancy. Detailed instructions for each section. Add new sections or delete unnecessary ones -- the template is your oyster. Make it yours with your logo and branding. Download it as a PDF or Word file. Print it, email it, send it by carrier pigeon if that's your jam.
Kick start your business with our hand-curated collection of ready-to-use templates. A collection of professionally designed Business Plans templates available for Word. Download, customize, and send in minutes.
Describe Your Services or Products. The business plan should have a section that explains the services or products that you're offering. This is the part where you can also describe how they fit ...
Use a digital writing assistant like Microsoft Editor to help spot these mistakes, along with any slips in the formal tone that a business plan requires. Keep It Real: Avoid exaggeration, whether it's in your sales projections, market opportunity, or elsewhere. Creating a successful business plan requires pulling together a lot of disparate ...
Use this free Business Plan Template for Word to manage your projects better. Download Word File. To start your business journey on the right foot, download our free business plan template and break down your business goals into actionable components. Before you can start your business, you need to find your niche, seek financial backing and ...
A complete business plan Unlike other blank templates, our business plan examples are complete business plans with all of the text and financial forecasts already filled out. Edit the text to make the plan your own and save hundreds of hours. A professional business plan template All 550 of our business plans are in the SBA-approved format that ...
Tropo is a minimalist business plan template designed for Microsoft Word. It's user-friendly, designed with organized files for effortless customization, and is suitable for creating business proposals. Tropo offers 32 editable pages, customizable fonts, and colors, well-organised layers, and is print-ready.
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This business plan template Word DOC works well for nearly all kinds of businesses. MS Word Business Plan Template. This is a solid choice for anyone looking to hunt down the best Microsoft Word business plan templates. It features 20 meticulously designed pages in A4 size, free fonts, and a help file. Use this template to create an impressive ...
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Whether you are using a personal business plan template or a Manufacturing Business Plan Templates, it is imperative that you include all the key elements in your plan. Though these templates may comprise of all the essential segments, it is a good idea to keep tab of these elements. These include. 1. Business overview.
To achieve such efficiency, you can download our highly editable Business Operational Plan Template, available in all kinds of file formats you wish. We have Google Docs, MS Word, Pages and PDF format as well. So stop worrying too much and click on the download button. 9. Health Business Plan template.
1. Executive summary. This short section introduces the business plan as a whole to the people who will be reading it, including investors, lenders, or other members of your team. Start with a sentence or two about your business, development goals, and why it will succeed. If you are seeking funding, summarise the basics of the financial plan.
Browse Our Collection of Sample Marketing Strategy Plans, Small Business Plans, One Page Business Plans, Project Proposals, Startup Business Plan Formats And More! Download a Free Template Now in Microsoft Word, Excel or Any Available Format.