1 page business plan sample

One-Page Business Plan Templates with a Quick How-To Guide

By Joe Weller | April 6, 2020

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In this article, we’ve gathered a variety of free, one-page business plan templates for you to download in Excel, Word, and PDF formats. 

Included on this page, you’ll find a one-page business plan template for a service business , business plan template for a product business , business plan for a real estate agent , a Lean business plan template , and more. To help get you started, we’ve also included an example of a one-page business plan , and  a quick guide on how to create your one-page business plan .

One-Page Business Plan Template

Download One-Page Business Plan Template

Excel  | Word  |  PDF | Smartsheet

Use this one-page business plan template — designed to be simple, organized, and easy to use — to immediately get started on your plan. Write down your thoughts and key ideas as you decide if your business concept is viable, and adjust it as circumstances change. You can also use this template as a basis to build a more detailed and elaborate plan.

One-Page Business Plan for a Service Business Template

Download One-Page Business Plan for a Service Business Template

Excel | Word | PDF

This business plan template is designed specifically for businesses that provide a service. The one-page plan provides space to list the essential information about your strategy, including the service you offer, the problem you are solving for customers, your mission and vision statements, target audience, staffing requirements, key objectives, and much more. This template also includes a timeline at the bottom for you to add key milestones.

One-Page Business Plan for a Product Business Template

Download One-Page Business Plan for a Product Business Template

Use this one-page template to develop a strategic roadmap for your organization’s product offerings. This template provides space for you to include a business overview, a description of your target market, your competitive advantage, a list of marketing channels and materials you plan to utilize, as well as your pricing strategy, distribution channels, and success metrics. You can also use the visual timeline of milestones at the bottom to enter key dates and events.

One-Page Business Plan for Real Estate Agents Template

Download One-Page Business Plan for Real Estate Agents Template

This one-page business plan template is created for real estate agents to set objectives and put together an action plan. Enter your overarching goal at the top of the template, and establish three high-level activities you need to complete to achieve the goal. The template also includes a strategic action plan that breaks down each high-level activity into tasks and deadlines, with an accompanying visual timeline to ensure you stay on track.

One-Page Business Plan for Nonprofit Organization Template

Download One-Page Business Plan for Nonprofit Organization Template

This one-page business plan is designed for a nonprofit organization, with space to detail your mission, vision, and purpose statements, as well as who you serve, the problem(s) you solve, and programs and resources you offer. Additionally, the template includes space to detail your financial plan, marketing activities, costs, and more.

One-Page Business Plan for Startup Template

Download One-Page Business Plan for Startup Template

This one-page business plan template is intended for an entrepreneur or a small startup business to document a plan as they determine if an idea is feasible. This template provides space to describe the problem and solution, the product or service, the target customer, existing alternatives, the unique value proposition, a marketing and sales plan, success metrics, and other information. You’ll also find room to detail sources of funding and how the funds will be used.

One-Page Business Plan for Small Business Template

Download One-Page Business Plan for Small Business

Use this one-page small business plan template to outline the essential aspects of your business strategy. Provide details on your organization’s vision, mission, product or service offering, and management team. Then identify the target audience, market size, competitor offerings, and your competitive advantage. This plan also includes room to detail your marketing and sales strategy, key objectives, and financial plan.

One-Page Lean Business Plan Template

Download One-Page Lean Business Plan Template

This one-page template uses a Lean approach to develop your business plan. Use this customizable template to detail the crucial elements of your strategy, including a brief business and industry overview, your product or service offering, options from your competitors, and your competitive advantage. Plus, this template includes room to detail your marketing plan, success metrics, financial plan, and a visual timeline of milestones.

One-Page Business Planning Template with Timeline

Download One-Page Business Planning Template with Timeline

Excel | Smartsheet

Use this business planning template to organize and schedule key activities for your business. Fill in the cells according to the due dates, and color-code the cells by phase, owner, or category to provide a visual timeline of progress.

One-Page Business Plan Example

This one-page business plan covers all the essential elements and offers a visually appealing presentation. Information for each aspect of the plan is concise, with details about the business mission, management team, product offerings, key marketing activities, competitors, and financial projections. This plan also provides links to additional resources so that stakeholders can easily find information to support the specifics of the plan.

How to Write a One-Page Business Plan (with Sample Outline)

A one-page business plan takes a standard business plan and extracts the fundamental aspects, then condenses the essential information down to one page. To determine the key elements to emphasize in your one-page plan, consider the type of business you operate, as well as the financial (and other resources) needs of your business.

To streamline your business plan into a one-page document, follow the steps below.

• Create a simple outline for your plan using bullet points. Below, you’ll find an example of an outline for a one-page business plan. You can add or remove sections according to the needs of your business. 
• Business mission
• Problem you are solving
• Funds needed (if applicable)
• Product or service positioning statement
• Unique value proposition
• Target customers
• Market size
• SWOT analysis
• Direct competitors
• Existing alternatives
• Competitive advantage
• Key marketing strategy (e.g., channel or method that will yield the best results)
• Key sales strategy
• Specialized equipment or facilities
• Staffing requirements (e.g., key personnel, skills, and training needs)
• Distribution method
• Sales projection
• Profit and loss projection 
• Gather all your findings on your business and industry.

Compile all the current information you have gleaned from market research, interviews, surveys, and various teams in your business (e.g., the marketing and finance teams). Comb through each document and extract the information that is fundamental to your business’s operation and relevant to the bullet points on your outline.

• Write two to three brief sentences for each main bullet point.

Once you create your outline and gather information, write two to three sentences for each main bullet point that expands on and summarizes the sub-bullet points for that section. For example, the plan summary section could say the following:

Donny’s Food Truck will offer a variety of fresh food at an affordable price in a convenient location. Increased traffic in the Hungry Town area, combined with severely limited dining options, provides an opportunity to offer customers a quick, nutritious meal at a competitive price. A food truck with the necessary equipment has already been acquired, so we are seeking $200,000 to cover wages, emergency repairs, and licenses needed to fund our first year of operations.

• Ensure you are able to support all the information provided in your plan.

Since a one-page plan omits many of the details provided in a traditional business plan, be sure you have market research and other supporting documentation on hand to show stakeholders in case they have questions as they review your plan. In addition, make sure you thoroughly understand the supporting information and know how to restate it in your own words before you disburse the plan. 

• Ensure your plan answers all the vital questions .

At a minimum, an effective one-page business plan should answer the following questions:

• What product or service do we offer?
• Who will use the product or service?
• What problem does our offering solve?
• How will the product or service get to our customers?
• What alternatives do our customers use, and why are we superior?
• What is our unique value proposition?
• What strengths and opportunities can we use to our advantage?
• What resources do we need to get up and running?
• What will our sales look like for the first few years?
• When do we expect to be profitable?

In addition to the steps provided above, you can save time and get started on your plan by downloading one of the templates provided on this page. You can also check out “ Free Executive Summary Templates ,” which can serve the same purpose as a one-page business plan.

Benefits of a One-Page Business Plan

Organizations and stakeholders can unite behind a strategic direction when they have a business plan in place. Developing a traditional business plan can be a daunting task, so many entrepreneurs, small startups, graphic designers, freelancers, and consultants find a one-page business plan a less intimidating place to start. 

Creating a one-page business plan benefits your organization in the following ways:

• Push you to prioritize and focus on key ideas.
• Enable your audience to quickly scan and grasp the core concepts of your plan.
• Allow you to easily share and pitch your business idea to prospective investors and stakeholders (e.g., email attachment, single piece of paper).
• Accelerate business setup, especially businesses that don’t need a loan or investment to get going.
• Provide a solid starting point to expand upon at a later time.
• Enable you to document your thoughts and ideas to see if you have a feasible plan.

Tips for Creating a One-Page Business Plan

Now that you know how to create a one-page plan and the benefits in doing so, here are some tips to get you started:

• Set a time limit (up to one hour) to focus and work on your plan.
• Use a one-page business plan template (you can choose from the options above), or refer to the sample outline provided on this page.
• Ensure your plan details only the core aspects that are fundamental to running and operating your business. 
• Remember that this is a living document — continue to revisit and adjust it as strategies and objectives change.
• Expand on your plan as your business size and needs grow. 

When the time comes that you need more space to lay out your goals and strategies, choose from our variety of free simple business plan templates . You can learn how to write a successful simple business plan here . 

Visit this free non-profit business plan template roundup  or download a  fill-in-the-blank business plan template  to make things easy. If you are looking for a business plan template by file type, visit our pages dedicated specifically to  Microsoft Excel ,  Microsoft Word , and  Adobe PDF  business plan templates. Read our articles offering  startup business plan templates  or  free 30-60-90-day business plan templates  to find more tailored options.

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One-Page Business Plan Templates

One-Page Business Plan Templates for Entrepreneurs

Susan Ward wrote about small businesses for The Balance for 18 years. She has run an IT consulting firm and designed and presented courses on how to promote small businesses.

Having a business plan is a must , whether your goal is to start a one-person freelancing business or a multi-million dollar enterprise. However, if you are looking to start a simple product or service business as a sole proprietor or one-person corporation you don't need a 50-page business plan . A shorter plan will suffice. A quick and easy one-page business plan templates can get you started. 

If your business is a partnership  or requires multiple employees, you may need a more robust business plan. Similarly, a one-page plan will not be sufficient if you are in need of  debt  or  equity financing  and wish to impress financial institutions or potential investors. Lenders and investors will require you to provide more in-depth information in the plan such as:

• Your relevant industry background, business, and management experience 
• A more thorough description of your target market , proof of sufficient demand for your products or services, and how you will meet that demand and turn a profit
• Thorough analysis of the competition and how you will compete in the marketplace
• Detailed, realistic financial projections , including projected income statements, cash flow projections, and  breakeven analysis
• An in-depth operating section with details on facilities, leases, equipment, and staffing.

Step-by-step guidance on how to write a business plan  can lead you through each section of a full-sized plan.

Keep in mind that a business plan is a living document and you can always start with a one-page plan and enlarge it with additional detail as required. You may be able to articulate the business overview, vision , objectives, and concise action items in a single page, but you might want more detail in the financial and marketing sections. For example, you might want to add an extra page to your pricing strategy section for income and  cash flow statements and another for breakeven analysis in advertising and promotion.

Structure of a Business Plan

A one-page business plan needs to provide concise answers to several basic questions that must be addressed such as:

• What is the need for your product or service?
• What is your competition and how will you differentiate yourself in the marketplace ?
• How will you make money, for example, in terms of sales versus expenses?
• How will you market your business?
• How will you get started? What are your  capital  requirements?

How to Use the Templates

The sample templates can be copied into a Word, Excel or similar office document by selecting the text and using copy/paste—using Windows, outline the text to be selected with the mouse, and hit CTRL-C to copy and CTRL-V to paste. 

One-Page Business Plan Template for a Service Business

This template is suitable for freelance businesses that provide services, such as consultants, graphic designers, landscapers, and delivery services. For a one-page plan, the answers to questions should be one or two sentences.

One-Page Business Plan Template for a Product Business

This template is suitable for businesses that sell products, such as food services, beauty products, and bike shops. For a one-page plan, the answers to questions should be one or two sentences.

How to Write a One-Page Business Plan

Written by Dave Lavinsky

The one-page business plan is one of the most popular tools for entrepreneurs, startups, and established companies. It’s also one of the simplest to develop. This article will walk you through a description of a one-page business plan, the purpose of this type of plan, and how to create a one-page business plan for your company.  

What is a One-Page Business Plan?

A one-page business plan is a compressed version of a traditional business plan that fits neatly into a single page. Creating a one-page business plan requires significant research, strategizing and financial modeling on the front end to be effective. In that respect, rather than being easier or simpler to create than a full-length business plan, the single-page business plan actually requires an additional distillation effort for the entrepreneur.

Download our Ultimate Business Plan Template here >

As always, utilizing a business plan template provides the basis for you to clearly communicate your value proposition, business concept, business strategy, services, product offerings, etc., and improve your business planning process. ​  

Benefits of Using a One-Page Plan

A one-page plan is easier to read, share and understand.

By boiling down your business plan into one page with only the most important elements, you are better able to 1) focus on the key action items your business must accomplish and 2) present your vision and plan to your team in a way that won’t overwhelm them and will allow them to most easily understand it.

The reward is that the brevity of a 1 page business plan is very attractive to prospective investors, who are usually pressed for time. Because it is so brief, it is also an effective tool to share among your management team and employees to get your team motivated and working towards the same goals. A strong one-page business plan proves you grasp the crux of your business and appreciate what is most critical for audiences to quickly understand about it.

Below, we walk through the content of a one-page business planning template.  

The One-Page Business Plan Template

Whether you are starting a service business or a product-focused business, your one-page business plan should include the following 7 items:

• Business Model
• Market Analysis
• Competitor Analysis
• Financial Projections
• Funding Required & Uses of Funds

Each of these items are detailed below.

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How to Create a One-Page Business Plan

Each of the key elements included in a traditional business plan retains its position in the 1 page business plan. You need only provide a few words, phrases, or sentences in the description for each of the sections and move on to the next. The following are the essential elements:

For example, Netflix in its budding days identified a problem with video stores. It was time consuming and inconvenient to go to the video store every time you felt like watching a new movie.

2. Solution

Again, looking at Netflix, the company initially solved the problem of time consumption and inconvenience by delivering movies directly to customers’ homes.

3. Business Model

Consider the example of YouTube. YouTube’s business model hinges on users who by and large engage on the platform for free. YouTube leverages this ever-increasing user base to attract advertisers, which provides revenues.

4. Market Analysis

For example, Swedish furniture brand Ikea’s US target market could be described as urban young professionals who like the Scandinavian style and are willing to put in a little setup work themselves to save money on quality furnishings. These individuals spend, on average, $8,000 on furnishing when they move into a new home or apartment.

5. Competitive Analysis

Take the example of coffee giant Starbucks. Their competitor analysis would yield large brands like Dunkin’ Donuts, Panera Bread and McDonald’s McCafé, as well as boutique coffee shops on a neighborhood by neighborhood basis. Starbucks differentiates itself through providing specialty coffee products of consistent quality under a national brand.

6. Financial Plan & Projections

See below for example graphs that show a growth in topline revenues year over year as well as the projected revenue distribution by service area for a hair salon:

7. Funding Required & Uses of Funds

See below for an example table of fund uses for a startup hair salon:

Free Downloadable One-Page Business Plan Example PDF

Download our one page business plan template pdf here.

Download Growthink’s One-Page-Business-Plan-Template for Microsoft Word  

Final Thoughts

Remember to focus on your business’ strengths as much as you can. If your market analysis reveals you have a strong position then highlight it more in the single-page plan. Likewise, if your financial projections come out stronger then elongate the financial section.

Editing the enormity of a business plan into a single page is a daunting task but doing so will bring clarity to the core idea and value of your business and help you pitch well in front of potential investors.  

One-Page Business Plan FAQs

What are the benefits of one-page business plans.

Traditional business plans are sometimes 25-50 pages long. It's hard to read that many pages for one company, let alone dozens of them.

One-page business plans are more digestible. 

They provide key points on what you do, why you do it, and how you plan for growth. 

What is the difference between a one-page business plan and a lean business plan?

A one-page business plan is a reduced version of a traditional business plan that can be easily wrapped onto a single sheet of paper.

The key elements included in a one-page business plan are:

On the other hand, a lean business plan is a short-term planning method that allows you to more quickly and accurately develop your business plan based on actual customer feedback and interactions. A lean business plan is focused more on helping you build a better business and testing a variety of strategies to assess if they are effective for your chosen business model. 

Also in a single-page format, the key elements included in this type of plan are:

• Business Overview
• Value Proposition
• Key Partnerships
• Key Activities
• Key Resources
• Customer Relationships
• Customer Segments & Channels
• Cost Structure
• Revenue Streams

A typical rule of thumb for these types of plans is that every sentence should be meaningful and useful for orientation purposes in order to appease investors in an efficient way while retaining their interest long enough to make an informed decision about investing in your business. 

Looking for more information? Lean Business Plan: How-To Guide & Template

OR, Let Us Develop Your Plan For You

Since 1999, Growthink has developed business plans for thousands of companies that have gone on to achieve tremendous success.

Click here to see how Growthink’s professional business plan consulting services can create your business plan for you.

Other Helpful Business Plan Articles & Templates

One-Page Business Plan Template (with Examples)

The first step of scaling a business is planning, and one of the easiest ways to create a scaling plan is to use the One-Page Strategic Plan (OPSP). Originally introduced by Verne Harnish in his books Mastering the Rockefeller Habits and Scaling Up , the One-Page Strategic Plan makes it simple to keep everyone on the same page to achieve business goals.

We’ll share with you how to create your own One-Page Strategic Plan, how companies have used these plans to scale a business , and templates to guide the strategy of managing people and processes.

These templates can be used throughout the rest of the Hub articles on scaling a business to help you implement your calling with more success. Let’s start by examining what is included in the One-Page Strategic Plan.

One-Page Strategic Plan (OPSP)

The One-Page Strategic Plan is normally two pages, but I guess the decision was made to call it a One-Page Strategic Plan because it sounds better. The first page focuses on people and long-term vision, while the second focuses on processes and quarterly results. We’ll look at each page separately.

Download the OPSP . If you print it, please use landscape mode and fit-to-page for the best results. Then use the template to follow along.

Long Term Plan

The first page of the One-Page Strategic Plan is focused on people and is broken into six sections:

• Strengths and Weaknesses
• People that Drive Your Reputation
• Core Values
• 3 to 5-Year Targets
• 1-Year Goals

We’ll look at each of these to help you understand how they help business leaders scale a business for success.

Strengths and Weaknesses (Bottom)

I’ve included the strengths and weaknesses first because the One-Page Strategic Plan (OPSP) was created with the intent for people to work their way from the bottom to the top. The first step of solving any problem is recognizing there is one.

Given that we’re using it to scale a business, you’ll probably want to focus on areas where you are:

• Struggling to meet core customer demands
• Spending too much time
• Reaching a point that you need to hire more people

If your strength is serving customers but you’re spending 20 hours a week performing accounting tasks, your weakness is likely your accounting process. By reducing the time spent on accounting, you can focus more on serving your core customer base.

Take this portion seriously, as it will drive the rest of the plan. While you’re working on it, check out our interview with Mike about writing business plans.

People Drive Reputation (Top)

People are the key to running a successful business. Whether the people are employees, customers, or owners, they can impact the business’s success. Let’s look at each concept and how they affect planning to scale a company.

The creator of the One-Page Strategic Plan intends for you to use metrics that show the company is succeeding, but you need to understand the stakeholder expectations to create meaningful metrics. So we’ll discuss expectations.

Employees (1st Question)

If the scaling opportunity you are working on only involves certain employees or divisions, you might want to include who they are in this section. You will probably want to consult with employees as you develop the scaling strategy because they will be the key to success during the implementation stages. 

The Harvard Business Review outlines why change management fails —ultimately, all of the reasons focus on the inability of management to get employees to buy into the strategic plan. Include employees early and often to get the most out of your scaling plan.

If it is the whole company, you may want to include information on how you measure success. If you have never created metrics before, the Academy to Innovate HR lists 21 employee performance metrics that help measure employee success. I suggest reading it.

Customers (2nd Question)

Without customers, there is no company. It’s just a glorified hobby. You’ll want to include customers in various ways when scaling a business. Consider drawing upon customer knowledge and opinion in the following ways:

• Customer service surveys
• Beta testing
• Market research
• Requests for new product features. Craft.io has a blog on collecting feedback , and it sounds like many product managers love their feedback portals.

If you’re going to include customer metrics in this section, you may want to have ones like Net Promoter Score, Customer Satisfaction Score, and Churn Rate. Check out Hubspot’s 15 customer success metrics to learn more about customer metrics .

Owners and debt holders (3rd-6th Question)

This section was called shareholders in the original One-Page Strategic Plan, but in today’s business world, there are many more potential stakeholders than just shareholders.

Scaling opportunities might need approval for business decisions from:

• Shareholders
• Debt holders

You may also need to disclose your new strategies and risks in quarterly or annual reports.

Make sure to include anyone who can help or hinder your scaling strategies. The executive team will be the driver that ties the company’s core values with the brand promises and a Big Hairy Audacious Goal® (BHAG). Without them on board, this powerful tool may not achieve the key results.

Boston Research Group surveyed 60 CEOs to understand what the most important metrics are for new members of their executive teams and found that the three most important measures of executive success are:

• Exceeding performance goals
• Establishing a reputation as an expert, both within the company and externally
• Fitting the company’s culture

The same can be used to establish whether owners provide measurable results to help the company achieve scaling goals that improve revenue and profitability. Keep reading for information on how core values guide a growing firm.

Core Values (Column 1)

Core values are the first column in an OPSP tool because the scaling strategy owners implement should stay in line with the core values and vision. Reminding the team of how the company sees the world is key to keeping the implementation in line with the company’s focus.

If you have a mission statement and values, include them in this column. Also, include behaviors and values the team should and should not emulate as they implement the strategy. Here is an example of an email Elon Musk sent emphasizing how important it is for every team member to keep the brand promise:

Be clear, compassionate, and honest when communicating core values with your company and customers. This column and the next are driven entirely by the small business owners, CEOs, or the executive team.

Keep reading to learn about how the purpose column fits into the one-page personal plan and how it guides the company scaling strategy.

Purpose (Column 2)

The purpose column in the one-page plan focuses on why you are doing what you are doing. It is meant to be inspirational. When originally written, the column was meant to be worked on from bottom to top. It takes an approach where you must build the foundation first and then build upon it. 

The foundation is a Big Hairy Audacious Goal ®, a term registered by Jim Collins and introduced in his book Built to Last . The next step is how the company wants to measure profits, followed by actions, and finally, the purpose, which is the summary.

An example of what the purpose might look like would look something like the statement below:

“XYZ LLC aims to triple the number of millionaires in the US by providing content that makes starting and running a business more profitable. To drive revenue, we partner with companies with a Trust Pilot score of 4.5 or higher and provide referrals that help clients and partners create better results.

We are looking to scale the company revenue by using AI to identify, apply, and insert referral links into our blogs in meaningful places.”

The above statement summarizes how a company might try to scale revenue from blogging.

Big Hairy Audacious Goal ®

Big Hairy Audacious Goal ® is simply a statement of how you will change the world. An example is Meta’s (formerly Facebook) intended goal “to give people the power to build community and bring the world closer together.” It’s big and nearly impossible to achieve fully without merging us all as one.

Most people will create a BHAG using four strategies:

• Numerical: Hit a specific revenue, profit, or customer number.
• Aspirational: Attempt to be like another company, for instance, become the “Nike” of backpacks.
• Market Leader: General Electric once aimed to be one of the top two companies in the industry or exit the business.
• Transformational: Change how the industry operates. For instance, Airbnb and Uber changed their industries by making it so that homeowners and restaurants can earn additional income. Both companies’ main asset is tech playing the middleman between consumers and owners.

When you started your company, you probably had a meaningful reason. What was that reason? Write it down on your OPSP template.

We’ve given you a few ideas of what you should include as the foundation, so let’s go to the next section of the One-Page Strategic Plan, measuring profits.

Measuring Profits

Measuring profits can be done in a variety of ways, but the goal is to give a meaningful way of defining how much profit you want to make from a venture. For scaling a business, the primary goal, as discussed in The Ultimate Guide to Scaling a Business , is to reduce the marginal cost of sales. That means you might want to consider profit metrics like:

• Profit per Customer
• Profit per Transaction
• Profit per Employee
• Profit per Piece of Content

Once you’ve defined how to measure profits as the company grows, it’s time to look at the actions to achieve success.

The actions are the changes you make to reduce the marginal cost of increasing revenue. Include the high-level goals of your scaling projects in this section, such as comparing automated accounting, training people on process changes,  and implementing dashboards to monitor progress.

Paul Akers encourages focusing on making improvements that save 2 seconds per task completed. He finds this a great strategy to improve his company and life using LEAN mindsets. Listen to our interview with Paul to hear how easy it is for small improvements to build up.

Once you have some high-level priorities outlined, it’s time to look at what you want the company to look like in a few years.

3 to 5-Year Targets (Column 3)

In this column, you want to get more specific about where you want to be in the next three to five years.  At the top is a box for the date you want to accomplish everything by, the revenue you want to generate, profit margins, market cap, or cash on hand.

This column will consist of brand promises, Key Performance Indicators (KPIs) to measure them, primary capabilities, and the sandbox. Start from the bottom and work your way up. You’ll also want to update this section when the execution of the action items is complete.

Let’s look at each.

Brand Promises (Column 3, Bottom)

Brand promises are what you agree to deliver. The specifics will vary by industry, but there are six main ways of differentiating your company from competitors:

• Product: Explain your product features, performance, efficiency, warranty, etc.
• Service: Explain how your services compare to the industry.
• Channel: Explain how you deliver your product or service to the customer.
• Relationship: Explain how your customer service differs from the competition. Are you faster or friendlier? For instance, the HVAC company One Hour Air promises “ALWAYS ON TIME…OR YOU DON’T PAY A DIME!®”
• Reputation: This can be accomplished through marketing or by combining the differentiation strategies so when people ask about your service, your clients immediately think of you.
• Price: Are you a premium brand, a low-cost provider, or priced based on client needs?

Check out 6 Ways to Differentiate Your Business by MarketResearch.com to learn more about these strategies.

Once you have established your brand promises, it’s time to create KPIs to measure their success.

Measuring Brand Promises with Key Performance Indicators

Promises are only as good as the emphasis put behind them. To fulfill a brand promise, you’ll need to measure the results across the entire organization using key metrics. Jack Welch once said:

There are only three measurements that tell you nearly everything you need to know about your organization’s overall performance: employee engagement, customer satisfaction, and cash flow.

No company, small or large, can win over the long run without energized employees who believe in the mission and understand how to achieve it.

Your business may need more KPIs than employee engagement, customer satisfaction, and cash flow to identify whether you are meeting the brand promise. Datapine has a list of over 300 KPIs to consider based on the job, industry, and technology you are using. Find the ones that drive your business to match the company identity you are trying to create.

Keep reading for information on how to define the primary capabilities of your organization.

Primary Capabilities

Primary capabilities are focused on what you want the organization to be able to achieve. As it relates to scaling, these might be steps like:

• Automate fulfillment
• Start using a phone app for employees to input receipts into the accounting system
• Create a database for customer feature requests

These are also referred to as key thrusts. As long as they align with the core purpose and can be verified with a measurable target, they should help the team complete its business goals.

The owner of Urbanity wrote nearly 100 page business plan and got a business loan without any experience in the boutique business. Find out how below.

Keep reading to learn how the sandbox impacts the ability to scale a business.

Sandbox (aka Target Market)

The sandbox is a term used in Mastering the Rockefeller Habits to describe what we more commonly call the target market. You likely already know the target market because most people looking to scale a business have already reached their ideal customers. The focus here is to remind the team of who the organization serves and who it doesn’t.

Keep reading to define the annual goals of an organization.

1 Year Goals (Column 4)

Fast-growing firms can see over 100% growth per year. An organization growing at this rate will need to define its goals and fast-track them to maintain the customer service and quality control level executives expect. 

The top of the column has space to input the targets for financial targets and should be updated before the beginning of each year. To give even more clarity to employees, I suggest including the percentage change over the last year, which we’ve included in the templates. The picture below shows what direction I would expect each to move.

This column includes sections on initiatives, critical personnel goals, and critical profit and loss numbers that the company needs to meet. We’ll look at each to help you create a strategic plan to scale a business.

Key Initiatives

Key initiatives break down the primary capabilities into smaller, more manageable tasks. For instance, you may want to break down fulfillment automation into:

• Research alternatives
• Plan layout for implementation
• Implement a fulfillment automation plan
• Train employees on the process

Critical Personal Numbers (Columns 4, 5, and 7)

In this section, you’ll want to include critical numbers for hiring to meet your annual revenue targets. Make sure to break it down to the skills, too. For instance, a construction company might want to add:

• 50 general construction workers
• Four project managers
• Two accountants
• Four delivery drivers

Verne Harnish’s OPSP separates critical numbers into four categories:

• Dark green: Meets 100% of the goal
• Light green: Can successfully meet the goal, over 75%
• Yellow: 25% to 75% of the goal
• Red: Under 25% of the way to the goal

You can use the color coding in an online dashboard to help the executive team quickly review the execution of the plan on a routine basis. Don’t check them daily, but weekly or monthly would make sense. You can emphasize action items with your team to meet the critical numbers based on the information in the dashboard.

Critical Profit  and Loss Numbers (Columns 4, 5, and 7)

Like the critical number for hiring, profit and loss numbers help identify what has been completed and what should be emphasized to meet future growth. In this section, you are looking for leading indicators that show whether the work is being performed to meet the objectives.

Some examples of leading indicators are:

• Emails collected
• Requests for bids
• Phone calls received
• The number of people who click on your ads
• Anything that can be used with other data to approximate the number of sales you can expect

Most industries average a 5% to 10% closing rate. Hubspot industry data shows that a 2% growth in traffic creates a 1% increase in transactions, but analytics will show better estimates.

That concludes the first page of the One-Page Strategic Plan. The second page focuses more on the actual actions to meet future growth expectations. Let’s look at the processes plan.

Process Plan

The process plan is where you get into the real details of how to scale your business. It covers industry trends, productivity drivers, quarterly actions, the theme of the quarter or year, and how to measure each person’s success. Create this page before the beginning of each quarter or after you successfully build the processes.

Let’s look at each to see how the One-Page Strategic Plan can help you scale a small business.

Trends (Bottom)

The process plan starts with a solid foundation at the bottom of the page. In every industry, some trends occur. How well you can recognize and respond to trends impacts how profitable the company can be.

List the ones you see going on in this section. If you aren’t already keeping up with the pulse of your industry, I suggest becoming more active on:

• Trade Organizations
• Location of searches
• Historical trends
• Related topics
• Related search terms
• Check out the picture below for what comes up with eCommerce:

Keep reading for more information about using a strategic plan to scale an organization.

Productivity Drivers (Top)

The top of the page is broken into three categories that drive productivity:

Make or Buy

Record and report.

Each of these should be focused on meaningful results that will help drive revenue and profitability during the quarter.

This section is focused on inventory and manufacturing. You may want to measure metrics like inventory per SKU, turnover per SKU, gross margin percentage, and loss. Remember, the goal is to increase revenue and profit by becoming more efficient.

In this section, you’ll focus on growth statistics in sales and marketing. You may want to include the sales leads, consultations, and closing percentages. You might also want to have or review metrics like average transaction value, average discount, and revenue per employee.

This section focuses on accounting and should include items like how long it takes for accounts receivable to be paid, EBITDA , and other metrics that show the company’s financial health.

Quarterly Actions (Column 5)

Column 5 is focused on the quarterly results. It includes a table with the financial goals for the quarter, followed by your “Rocks” and critical numbers. We discussed the critical numbers earlier, but be aware that each column will have different critical numbers.

Keep reading to learn about what Verne Harnish calls rocks.

Rocks are the goals you must accomplish to stay on track. They are things like hiring a new developer, increasing your seller ranking on Amazon, or completing 20 consultations with prospective clients. You will have some goals with which you must succeed. If you fail to meet those goals, you may have to cancel the initiative.

Make sure to specify who is responsible for each Rock.

Quarterly and Annual Theme (Column 6)

The theme needs to focus on helping motivate employees. It consists of a theme name, scoreboard design, celebration, and reward for meeting the goals. Depending on your company size, you might need to have a single theme or a theme for each division.

Your theme name should be catchy to get people’s attention. For instance, if you run a business in which most of the revenue is generated during the summer, you might want to run a quarterly theme in the spring called “Heating Up,” then “It’s a Scorcher” for the summer months. If the reward is specific, you can base the name on that, too.

Scoreboard Design

A scoreboard is a fun way to measure progress and what it should look like as you go. Common methods of showing the progress are with a thermometer scoreboard like the one pictured below. Alternatively, you can use a baseball diamond or a football field if you plan to take the team to a game.

You can also have a graphic designer and developer create something to view it in the company’s tech stack. Get creative and fun with it for the best results, but don’t spend a lot of time overcomplicating it.

Celebration and Reward

A celebration and a reward are similar but different. A celebration might be a pizza party, while a reward would be a bonus or taking the team to a sporting event. Doing both is a way of thanking the team and each individual. If you do a reward for individuals, try to make it something meaningful to them.

Keep reading for info on the accountability column.

Accountability (Column 7)

Accountability is about the individual and their performance. It should include the KPIs for the team and break them up based on each person. In addition, this section should spell out what each worker’s priorities are. At the bottom, it will include the critical numbers to meet.

Let’s look at individual KPIs and priorities to see how they impact when you scale a business.

Personal KPIs

You’ll want Personal KPIs that are meaningful to each position. As a writer, I might be judged on words per article, affiliate links clicked per blog, or an average Google ranking.

KPIs and priorities should be the basis for your promotions, reviews, and bonuses. Otherwise, they aren’t significant or specific and might easily be overlooked.

Personal Priorities

Personal priorities are the specific tasks to be accomplished for an employee to be successful. When focusing on how to scale a business, an accountant might need to have a personal priority of categorizing all vendor spending within the first eight weeks of the quarter. A salesperson might need to increase sales by 10%.

Scaling a business means you’ll consistently improve the processes, but that doesn’t mean you need an overly complex business plan to get great results. Once you’ve created the first page, you can use it until you surpass your three-to-five-year goals. Then, you just need to use the second page to plan new and improved processes. If you’re applying for financing you might want to go with a more traditional business plan .

What KPIs do you find most useful for scaling and managing your business?

Brandon Boushy

Brandon Boushy lives to improve people’s lives by helping them become successful entrepreneurs. His journey started nearly 30 years ago. He consistently excelled at everything he did, but preferred to make the rules rather than follow him. His exploration of self and knowledge has helped him to get an engineering degree, MBA, and countless certifications. When freelancing and rideshare came onto the scene, he recognized the opportunity to play by his own rules. Since 2017, he has helped businesses across all industries achieve more with his research, writing, and marketing strategies. Since 2021, he has been the Lead Writer for UpFlip where he has published over 170 articles on small business success.

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How to write a One Page Business Plan: templates, ideas, and a step-by-step guide

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Download our FREE one page business plan template + guide

The problem with business plans, using a one page business plan, vs. using no business plan at all, vs. a lengthy, drawn out business plan, the one page business plan bias, so what should you include in a one page business plan, examples of successful one page business plans, chris guillebeau’s one page business plan from the $100 startup, fizzle’s one page business sketch template, bplan’s one page business plan template, how to write a one page business plan from patrick bet-david of valuetainment, millo’s own one page business plan template & step-by-step guide, some final encouragement about your one page business plan, show me your one page business plans.

Writing a one page business plan (instead of a hundred-page, in-depth business plan no one will ever read) has become a popular and efficient way to get your small business moving in the right direction.

This article is meant to be an all-inclusive resource for anyone wanting to write their own one page business plan and use it to actually start a business .

I’ll include links to quality one page business plan templates, ideas for what to include in a business plan, and more resources to walk you through the process of building a one page business plan yourself.

If you’re ready to skip all of this and just want to download our one page business plan completely free, you can enter your email below and we’ll send it to you asap. Otherwise, keep reading.

Here’s the fundamental problem with business plans—I’m not talking about a one page business plan here, I’m talking about the typical business plan you might see in silicon valley or presented to a bank loan officer.

Therein lies the issue: if you’re looking for a one page business plan template, you’re most likely not headed to the bank to try and get some huge loan to start your business.

Like millions of people around the world, you’re probably a freelancer, a side-hustler, a solopreneur or aspiring to be one of these.

You’re not trying to start the next huge corporation. You just want to make some extra money on the side—and maybe eventually quit your job and work for yourself.

For this much more common purpose, a one page business plan is the exact perfect remedy.

Why? Because by putting all your business plans onto just one single page, you’re forced to do a few things:

• Prioritize: Limiting your business plan to one page means you can only include the most important elements of your new small business.
• Simplify: When you’re dreaming up what your business might look like in the future it can be really easy to get carried away. By limiting your business plan to one page, you force yourself to keep it simple.
• Organize: Instead of letting all your dreams and plans swirl around in your brain, putting them down into a simple one page business plan allows you to quickly organize and move forward.

By forcing yourself to prioritize, simplify, and organize, you’ll find you can get down to what’s more important in your business: actually getting work done and getting paid for the work you do.

Let’s compare what your first 6-12 months of business might look like with a one page business plan vs. no business plan at all vs. a lengthy, drawn out traditional business plan.

Your first 6-12 months might look something like this if you choose to develop a one page business plan:

You come up with an interesting business idea that you want to explore. You jot down a few ideas including how you’ll make money, what you’ll be selling, and how much you’d like to make doing what you’re doing.

After just a couple of hours total working on your one page business plan, you’re ready to get to work on the tasks that actually move your business forward.

Your first 6-12 months might look something like this if you choose to use no business plan at all:

You come up with an interesting business idea that you’d like to explore. Instead of writing anything down, you decide to sketch out what your logo might look like.

The logo sketching leads to a dead end but reminds you of another business idea you once had in college. So you talk to your friends about that business idea for a while.

A year later, you’ve followed a similar pattern with dozens of potential ideas, but without a business plan, none of them ever came to fruition.

Your first 6-12 months might look something like this if you choose to use a long, drawn-out business plan instead of something that fits on one page:

You come up with an interesting business idea that you’d enjoy exploring further. You start to crunch the numbers on what this might look like if it gets really big and successful.

Knowing you’ll need funding from angels or the bank, you decide to draft up a large document explaining what actions your small company will take over the next 5-10 years to ensure your lenders get their money back.

You go through so many revisions of this hundred-page document, you finally burn out and decide it’s easier just to keep your day job.

Ok, obviously, I’m biased toward the one page business plan scenario. It’s clean, it’s easy, it’s simple. But most of all, it gets you to take action…quickly!

When I was contemplating taking my own business full-time, I called up my dad who, my whole life, has been talking about entrepreneurship and inventing. If I had a dollar for every time my dad said something like “that’s a great business idea” or “I can’t believe no one has made a business out of that yet,”….well, I would never need to work again.

But my dad…he’s not in business for himself.

He never has been, really. He’s always been at a desk job. And I admire him for his persistence in taking care of our family.

One day I called him up and asked him: “why did you never try to build a business of your own?”

His response, among other things, was he couldn’t wrap his brain around how to build a business plan, get funding, and find the right manufacturing (all of which, might I add, were infinitely harder 30 years ago than they are today).

Why do I tell you this story? Because I’ve seen it a thousand times in lots of variations: people get overwhelmed with what they think they need in order to start a business.

One of those overwhelming tasks: building a 40-page business plan complete with competitive SWAT analysis, positioning statement, and blah blah blah.

So it kills your idea.

On the other hand, using a one page business plan lights a fire under you and pushes you forward into the work that matters more than the planning: the actual doing.

Okay, enough talking about a one page business plan. You’re convinced. Putting all your plans down on one simple piece of paper is going to be better than any other option.

But where do you start? What exactly do you put down in your one page business plan to really make it effective without being too complicated?

Remember, a one page business plan is much different from a 70-page plan primarily because this plan isn’t meant to be shown off to other people in an effort to gain support or get funding.

This business plan is primarily for one person: you.

That means there are lots of things you might find are recommended to go in a typical business plan. But that doesn’t mean they should be in your one page plan. Examples include “Executive Summaries,” “Management Organization” or “Funding Requests.”

Don’t waste your time on that kind of thinking for now.

Instead, include the most important elements of your new business only. Here are a just a few ideas to get you started:

• Company Description: What will your company do? What exactly will your company sell? Will you provide a service? Sell a product? To whom? Why?
• Products or Services: What products or services will you offer? How much will they cost in the beginning?
• Marketing and Sales: How will you get your first customers? Who will pay you for your service or product?
• Goals and Milestones: How many customers do you need to make this business “successful”? How long will it take to get the ideal number of customer or monthly revenue?

There are countless examples of business plans on the internet, but below, I’d like to highlight a few of my favorite approaches to one page business planning from some of the smartest people I personally know in the world of solopreneurship and small business.

Note: PLEASE don’t pay for an app or software to help you write a one page business plan. Maybe down the road you’ll need something like that, but keep it simple and download one of the free options below or just get out a blank sheet of paper and create your own.

Chris Guillebeau, author of one of my all-time favorite business books, The $100 Startup , offers a free one page PDF that’s pretty great.

It asks simple questions like: What will you sell? Who will buy it? And How will your business idea help people?  

I also love how Chris’s one page business plan focuses on success metrics—or what the business will look like if it’s “successful.” Will have it have a certain number of customers? A certain amount of monthly revenue?

This allows you to put an actual end point or goal on your one page business plan so that you know exactly what you’re working toward.

You can access Chris’s one page business plan here .

Another great resource to get you moving quickly toward your business goals is the Business Sketch Template provided my my friends at Fizzle.co.

Here’s what they have to say about one page planning:

“It might seem surprising or impossible to imagine that all of the most crucial pieces of your business can fit onto one page. At Fizzle, we call this plan a sketch: it’s meant to be completed quickly, if not a bit roughly, but the objective is still to put pencil to paper.”

What I like about Fizzle’s business sketch template is that it starts with the center focus on Key Metrics and prompts you to ask questions like “What will you measure to determine that this audience has this problem and wants this solution?”

As big proponents of building a small, lifestyle business, It’s no surprise this template also includes some unique sections like “personal fit” which force you to ask questions about how the business will interact with your daily life, personal passions, and life goals.

You can access Fizzle’s one page business sketch template here .

Another potential one page business plan is presented by Bplan.

Here’s what they have to say about “a new kind of business planning.”

“A business plan no longer needs to be a long document that takes weeks to write and research. It’s not something that you print, bind professionally, and then stick on a shelf. You probably only need a formal, traditional business plan if you’re seeking a bank loan or outside investment—you’ll be expected to provide one in those instances.”

With that, they offer some great advice on how to write a business plan in under 1 hour .

You can download their “lean business plan” template here .

If you prefer to learn by watching a video, I found this video is a pretty great resource to help you with your one page business plan. I don’t agree 100% with everything he says, but I like his overall approach to tackling business planning.

After studying this topic extensively—reading hundreds of articles and looking at lots of one page business plan templates, we’ve decided to include a free download of one of our own templates as well.

Our one page business plan template is tailored particularly to freelancers and solopreneurs—one-person businesses who want to stay small and build a healthy revenue for themselves and their loved ones.

Our one page business plan template is designed to be completed in less than 45 minutes and give you the ammunition you need to hit the ground running—instead of getting stuck in the details of starting a business.

You can download our free one page business plan template by entering your email below:

Before you go, here are some final words of encouragement and advice when it comes to planning your business.

First of all, you can plan everything you need to on just one page. At least for now.

Sure, one day you might need a more lengthy, in-detail plan to present to someone else, but for now, give yourself a break. You don’t have to write a plan that Mark Cuban would be proud of. You just have to write a plan that helps you get from point A to point B.

Secondly, don’t get stuck at this phase. If you have to, time yourself. Set a time limit of 45 minutes (or whatever amount makes sense for you). And when the timer’s up, it’s time to get back to work actually starting or building your business.

Finally, use this one page business plan as a compass, but be flexible. The point is to give yourself a roadmap, but just like your GPS has to “reroute” when there’s an unexpected obstacle, you might also need to pursue a different path, different method, or different goals as you go along.

In fact, I’d say it’s next to impossible to build a business plan of any kind and then stick to it 100% over any significant amount of time.

There will always be unforeseen obstacles and changes. There will always be hiccups. The idea is to just write your business plan .

Roll with the punches and something as simple as a one page business plan can take you far.

After you draft up your one page business plan, I’d love to see what you landed on. Share a link with me in our mastermind group , by leaving a comment below, or sharing on twitter .

I can’t wait to see what you’ve done. Good luck!

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Written by Preston Lee

Editor at millo.co.

Preston Lee is the founder of Millo where he and his team have been helping freelancers thrive for over a decade. His advice has been featured by Entrepreneur , Inc , Forbes , Adobe, and many more.

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One Page Business Plan

Writing a 30-page long business plan can look like a huge hassle if you are just starting with your business. You might even feel like skipping the planning process altogether.

But you don’t have to. There’s a quick and easy solution to your problem.

Free One Page Business Plan Template

Download our free business plan template now and pave the way to success. Let’s turn your vision into an actionable strategy!

• Fill in the blanks – Outline
• Financial Tables

With the help of a page-long plan, you’ll neither have to spend days planning your business nor skip the planning process completely.

A business plan can be of great help to your business, and a one-page plan can become your plan’s foundation as you expand your business.

Read on to find out everything about a one-page business plan.

How Can a One-Page Business Plan Help You?

A one-page business plan can help you with the following:

• It can help you understand the market you are getting into.
• It can help you set clear and precise goals for your business.
• It gives form and structure to your business idea.
• It acts as a foundation stone for your business model.

And most importantly, a page-long plan can be written in a short time.

Although you’ll eventually need a detailed and comprehensive plan in the future, a one-page plan is a good place to start.

One Page Business Plan Outline

This is the standard one-page business plan outline which will cover all important sections that you should include in your business plan.

• What will you sell?
• Who will buy it?
• How will your business idea help people?
• What will you charge?
• How will you get paid?
• How else will you make money from this project?
• How will customers learn about your business?
• How can you encourage referrals?
• The project will be successful when it achieves these metrics
• Specific concern or question #1
• The proposed solution to concern #1

Say goodbye to boring templates

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Plans starting from $7/month

Now, let’s understand in detail what you should write each section of this business plan.

How to Write a One Page Business Plan?

Though, you might wonder, is it even possible to fit all the details about a business on just one page?

It surely is. Also, it is a more compact and faster way of writing a business plan.

The following sections will help you write a compact and well-rounded business plan:

This section would consist of a brief overview of all that your business stands for. It would mainly include your vision and mission statement.

As your business plan is going to be super short, you need to sum up this section in two to three lines. Remember to be as clear and precise as possible.

For example, if you are a fashion designer, your business’s overview might look like this.

“ We design clothes to give something new and something special to everyone.”

Target Market

Including information about the target market is crucial for any business plan.

Knowing your target market not only helps you serve them better, but also helps you in streamlining your marketing efforts.

You can separate your target market based on age, gender, income, geographical location, and occupation.

Market Needs

Before you enter any market, it is a good practice to evaluate how valid your business idea is.

Also, what market needs does your product or service fulfill? In this section, you’ll precisely cover the market gap that exists. And how do you aim to fulfill it with your product or service?

Writing this section helps you understand how much optimization your product needs. And if it is needed in the market at all.

Marketing Plan

A marketing plan is immensely helpful for any business.

It helps you decide how you will reach out to your target audience and how you’ll convince them to buy your product or use your service.

It is also important to evaluate whether your marketing campaign would resonate with your target audience or not.

Obstacles/Challenges

This section would consist of the potential market threats that your business would have to face, and how would you overcome them.

For this section, you can carry out a SWOT analysis and include its results in your plan.

Knowing the threats that exist in the market helps you in being better prepared while facing them.

Having milestones to achieve helps you keep better track of your business journey.

Milestones give you something tangible to work upon. Hence, you become more organized and motivated.

Moreover, it also helps you in knowing whether you are working in the right direction or not. In this way, it helps you steer clear of roadblocks and dead ends in your business journey.

Competition

Before you enter any industry or market, it is important to analyze your competitors .

Include what are their strengths and weaknesses. Also, include what sets you apart from them and would help you create your unique place in the market.

Funding Needs

The financial section consists of the funds you’ll need to keep your business going. Writing this section clearly and backed with strong facts can help you in getting funded.

Especially when you are just starting, getting funded can act as a big plus.

Download a sample one-page business plan

Need help writing your business plan from scratch? Here you go;  download our free one-page business plan pdf  to start.

It’s a modern business plan template specifically designed for your one-page business. Use the example business plan as a guide for writing your own.

The Quickest Way to turn a Business Idea into a Business Plan

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

One Page Business Plan Summary

All in all, summing up your entire business idea on a single page is very much possible and feasible.

A plan can give form and structure to your idea even if it is only a page long.

After getting started with Upmetrics , you can copy this sample one-page business plan template into your business plan and modify the required information and download your one page business plan pdf or doc file.

It’s the fastest and easiest way to start writing a business plan.

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Upmetrics is the #1 business planning software that helps entrepreneurs and business owners create investment-ready business plans using AI. We regularly share business planning insights on our blog. Check out the Upmetrics blog for such interesting reads. Read more

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Starting a Business | How To

One-Page Business Plan: The Step-By-Step Guide

Published July 2, 2020

Published Jul 2, 2020

WRITTEN BY: Blake Stockton

This article is part of a larger series on Starting a Business .

Right now you likely have a business idea. Awesome! Now you need to think through that idea by getting your thoughts on paper. The One-Page Business Plan will walk you through each step of planning your business idea. Once you know your financial projections, you can finish the basics of this plan in less than 15 minutes. Planning is a great way to thoroughly understand the costs and income potential of your business idea.

Before continuing, download our one-page business plan template:

Download the template and save it to your desktop for easy access. The fields in the PDF are editable. You can also print out the document and write by hand. Answer each question with one or two sentences—feel free to write in incomplete sentences.

If you need additional space to write then place your basic ideas on the template, and continue writing on a personal document.

Question: What problem will your business solve?

Every business solves a problem. What specific problem will your business solve for a customer? Try to get down to the core issue your customer is having.

For example, for a landscape company, “time wasted” maintaining a lawn may be a problem for your customer; however, if possible, make it more specific. For example, the specific problem may be an unkempt lawn. You can visually see an unkempt lawn—it’s much harder to see “time wasted.”

2. Solution

Question: What will your business provide to solve that problem?

You’ve identified the problem, now you need the solution. What specific action will you take to resolve the customer’s issue? This solution is your product or service. Don’t be afraid to get specific with your solution.

Going back to the landscaping example, your solution is to improve an unkempt lawn and maintain it. However, I challenge you to go one step further with your solution. Perhaps you’re creating a lawn that makes neighbors jealous, which is a solution tied to an emotion—very powerful.

Tip: If you’re starting a new type of business , try to test your solution on a small scale without spending a lot of money. This test makes sure customers will pay you for the solution. In entrepreneurship, a common saying for a struggling new business is that it created “a solution to a problem that doesn’t exist.” Don’t be that business.

3. Business Model

Question: How will your business make money?

For many businesses, its business model is straightforward. A product is sold or service is provided, and the company is paid.

You also want to outline how and where the products and services will be sold. Will they be sold in your own business or office. Someone else’s store or office? Will you be engaging in ecommerce—on your own website or an online marketplace such as Amazon?

During this step, you should also set your pricing—which basically means, how much will you charge? This can be difficult to figure out. Consider browsing competitor websites for pricing. You may want to call a competitor and ask for a quote.

4. Target Customers

Question: Who will purchase your products or services?

Your target customers are your ideal customers. The worst answer to who is your target customer is “everyone.” Not even some of the most popular companies started out for everyone—Facebook was for college students, Amazon sold books. Also, a common marketing saying is that if you’re “marketing to everyone, you’re marketing to no one.”

When thinking about who your target customers are, think demographics. Think about features such as age, income, gender, hobbies, and location.

When you’re clear on your target customers, your marketing strategy will become apparent as well—you’ll understand where and how to spend your marketing dollars.

5. Promotion

Question: How will target customers learn about your business?

List any strategies you will use to get potential customers to learn about your business. As a new business, it may be challenging to reach and persuade your first customers. How will you do it?

In-person networking and marketing for your business are often more effective than online marketing. However, some online marketing is free and can have the ability to reach a lot of people.

If looking for local customers, consider claiming and optimizing your free Google My Business (GMB) listing . Additionally, once you create your GMB listing, set up your free one-page website. Affordable!

6. Competitive Advantage

Question: What will your business do better than the competitors?

Before you can state your competitive advantage, study your competitors—learn their strengths and weaknesses. Once you know you can do better than competitors, choose one or two areas where you know you can outperform them.

For example, if you notice they have poor online reviews, you can have exceptional customer service. In fact, your marketing can even call that out, such as a satisfaction guarantee.

Or maybe you can be faster than your competitors—“done in two days or less!” Don’t be afraid to call out your competitors and state why your business has the best “X.”

7. Financial Projections

Question : How much money do you need to start?

One part of financial projections is called startup costs —how much money you need to open your doors. For this cost, simply list all the items and services you need to get your business started.

When estimating the startup cost, you’ll want to overestimate on the amount, rather than underestimate. Often, a new business owner may be unaware of certain startup costs. If you underestimate costs, you could run out of cash before you get your first customer.

Question : How much will you spend every month?

Calculate how much money your business is likely to spend every month. Make the calculations for the first 12 months.

This may take research. You may have to pick up the phone and request a quote for items such as raw materials, equipment, and insurance.

Question : How much will you earn every month?

Now for the fun part—the amount of money you expect to make. How many customers do you plan on having every month for the first 12 months? You should have your pricing from the business model step. Take the number of customers times the price to come up with an estimated income every month.

Depending on your type of business, you may expect to grow your customer base every month. You may expect to only have a few customers in your first month—by 12 months, dozens of new customers. However, you don’t have to grow. Some companies may be content with a few consistent customers every month.

8. Funding Required

Question: How much money do you need to both start and operate your business?

Funding required is the total amount of money you need to start and operate your business for at least six months. You typically should have more funding than just the amount to start.

What if the company doesn’t get the sales you initially predicted? Or a natural disaster hits such as a hurricane or pandemic? Does your business have enough funds saved up to get through a difficult time?

Now that you have the amount of funding required to start and operate for at least six months, you can go out and raise that money through various sources, such as:

• Personal funds
• Family and friends
• Crowdfunding
• Business credit cards
• Personal loan

The One-Page Business Plan Alternative

If you’d like to create a more in-depth business plan after reading through this guide, remember, there are different types of business plans . For example, if you’re seeking funding from a bank or investor, you will need to create a traditional business plan . This type of plan requires more thorough market research and financial forecasting.

Bottom Line

Now that you have your one-page business plan created don’t put it in a drawer never to be looked at again! As you move forward with your business, revisit your plan often.

It’s a best practice to keep track of your income and expenses to see if your predictions played out correctly. Did you outperform your goals? What’s working well or not so well? Use your one-page business plan to reflect on your business’s current state and update it if necessary.

About the Author

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Blake Stockton

Blake Stockton is a staff writer at Fit Small Business focusing on how to start brick-and-mortar and online businesses. He is a frequent guest lecturer at several undergraduate business and MBA classes at University of North Florida . Prior to joining Fit Small Business, Blake consulted with over 700 small biz owners and assisted with starting and growing their businesses.

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One-Page Business Plan Template

Focus on the core aspects of your business using a one-page business plan.

Updated September 22, 2023 Reviewed by Brooke Davis

A One-Page Business Plan is a concise and summarized version of a comprehensive business plan. It captures the essential elements of a business idea or proposal on a single page, serving as a high-level overview of its vision, objectives, strategies, and action points.

The brevity of a one-page plan makes it especially useful for quickly conveying a business idea without overwhelming the reader.

What is a One-Page Business Plan?

When to use a one-page business plan, who should use a one-page business plan, how to write a one-page business plan, one-page business plan sample, advantages and disadvantages of a one-page business plan, frequently asked questions.

A one-page business plan is a simplified version of a complete business plan. Although the plan is shorter, it still outlines the basics of your future company. It follows the same structure as the standard version but with less detail.

The one-page plan allows you to condense and present the information in an easy-to-read format.

Similar plans like a lean business plan or executive summary also allow you to present your business in a condensed format.

However, an accurate one-page business plan must fit on one page. It must also use a legible font size of 11 or 12 points.

A one-page business plan would be best when ready to present your ideas to others, such as potential investors. Instead of filling out an extensive business plan, you can start small to get started.

This lets you present your ideas cogently.

You should use a one-page business plan template to:

• Present a simple version of your business plan to interested investors
• Get started on writing a more comprehensive business plan
• Create a plan for a small business or one with a simple purpose
• Focus on your key ideas to generate interest
• Brainstorm and plan for your future company

One-page business plans aren’t limited to just one type of business; they can be used in a multitude of scenarios, including:

Businesses in the ideation stage

A one-page business plan is ideal for building a quick overview for people and businesses still brainstorming ideas. A simple plan allows it to be amended and updated as the concept is developed and keeps all the ideas on a single page.

When you start, you will want to constantly refer back to your business plan to ensure you stick to your goals and core objectives. A traditional business plan doesn’t quite fit into an agile startup because it can be time-consuming to update and tweak as you grow and learn.

Using a one-page plan means you can edit it easily and either create a traditional plan down the line or, if you’ve already made one, fully update it once you feel more concrete with your goals.

Established companies

A one-page business plan isn’t limited to new and developing businesses. Established companies can take advantage of adding a one-page plan to their business strategy.

You can share your existing strategy internally and externally in a snapshot that will be easily understood by all, helping everyone to get on board with your goals.

Writing a one-page business plan is simple, mainly when you use a template to help you get started. A one-page business plan should cover the following sections:

Step 1 – Business Overview

It would be best if you discussed essential facts about your business and its identifying information, such as:

• Founding date
• Mission statement
• Type of business (LLC, Corporation, Partnership, etc.)
• Owner and leadership contact information
• Service of process information

Makes It Easy to Read: Use a legible and professional font that is easy to read and the right size. Be sure to format your document so it flows well. A template one-page business plan can help with this.

Step 2 – Market Analysis

You need to identify who your customers are and where they are located. This section should also address how many potential customers are available in your business’s geographical area.

This should also include whether you will engage in primarily business-to-consumer (B2C) or business-to-business (B2B) transactions.

Step 3 – Your Business Model

A description of your business model should consist of information like:

• How you will make money
• Costs of production and sales
• Prices customers will pay for products or services
• Will your company sell products online?
• Will you have a storefront presence?

This section could quickly become lengthy. Focus on the critical components of your business for the single-page business plan.

Focus on Your Strengths: This short plan is likely a pitching tool to investors. Lead with the winning aspects of your business that set you apart from the rest—your value proposition.

Step 4 – Financial Forecast

This section should outline critical financial metrics like cash flow, profit and loss, and a sales forecast. This part is often difficult to condense, but you should focus on standard business ratios that help you get the point across.

You can always provide further details if you receive a request for financial projections.

Step 5 – The Team

This final section should detail each team member’s names, roles, and responsibilities.

Keep It Short: Keep each section short and to the point. Sections should be limited to 1 or 2 sentences or between 3 and 4 bullet points.

You can download a free one-page business plan template below, in Word or PDF format:

All types of business plans have their benefits and their drawbacks, including a one-page business plan:

Advantages of Using a One-Page Business Plan:

• See the big picture – There will be plenty of situations through the growth of the business that will require a snapshot of your business venture. A one-page plan shows multiple elements of your strategy but focuses on the big picture and what’s important.
• Consense your thoughts and ideas – Condensing your thoughts and ideas allows you to be more critical of your business and provide a brief overview of your plan. It will enable you to show investors, your management team, and potential partners a quick run-through of your business.
• Faster to create than a traditional business plan – Designed to be completed quickly and easily, a one-page plan is much quicker to produce than a full-length business plan and will see you running through each section of your plan. You’ll likely have to revisit it to make amendments, but luckily, with everything on one page, it won’t be time-consuming.
• Keep your core objectives at the forefront – As your business grows, processes and operations will become more challenging to manage and maintain. But when it comes down to making the big decisions, you can always refer back to your one-page business plan to keep your core business objectives in mind.

Disadvantages of Using a One-Page Business Plan:

• Not suitable for complex business ideas that require lots of supporting data – If your business idea is difficult or your financial projections are detailed, you might struggle to get all the vital information into a one-page plan.
• Not as detailed as a traditional business plan – Squeezing all your business plans onto one page often means you will miss out on essential details that could be crucial to getting investment or bringing additional partners on board.
• Hard to identify weaknesses and potential opportunities – Only seeing a snapshot of your business can make it challenging to identify any potential faults that could harm your business venture. The lack of in-depth customer and competitor information could also result in missing profitable opportunities.

Tips for Creating a One-Page Business Plan

Now that you’re ready to create your one-page business plan, here are a few tips to get you started:

• Use a one-page business plan template to simplify the process; you can download the template above in PDF and Word.
• Make sure your plan focuses on the core information key to running and operating a successful business.
• Revisit, tweak and change. This isn’t a static document; update it as your business grows and develops.
• Before writing your single-page business plan, understand your target market and where your product or service fits. Don’t forget your value proposition.
• Don’t skip the financial projections, especially if you require funding.
• Keep your core goals and objectives realistic and achievable.

What should a one-page business plan include?

A one-page business plan should include the important details about your business. It should contain brief information about the following:

• Business goals and mission statement
• Product or service offerings
• Target market and advertising strategies
• Identifying information
• Financial status and funding needs

Can I create my one-page business plan?

Yes, you can create your one-page plan. Just download the template and start building your business strategy’s big picture.

Alternatively, you could use our document builder, the fastest and easiest way to create your single-page business plan.

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24 of My Favorite Sample Business Plans & Examples For Your Inspiration

Published: February 06, 2024

I believe that reading sample business plans is essential when writing your own.

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As you explore business plan examples from real companies and brands, it’s easier for you to learn how to write a good one.

But what does a good business plan look like? And how do you write one that’s both viable and convincing. I’ll walk you through the ideal business plan format along with some examples to help you get started.

Table of Contents

Business Plan Format

Business plan types, sample business plan templates, top business plan examples.

Ask any successful sports coach how they win so many games, and they’ll tell you they have a unique plan for every single game. To me, the same logic applies to business.

If you want to build a thriving company that can pull ahead of the competition, you need to prepare for battle before breaking into a market.

Business plans guide you along the rocky journey of growing a company. And if your business plan is compelling enough, it can also convince investors to give you funding.

With so much at stake, I’m sure you’re wondering where to begin.

Free Business Plan Template

The essential document for starting a business -- custom built for your needs.

• Outline your idea.
• Pitch to investors.
• Secure funding.
• Get to work!

You're all set!

Click this link to access this resource at any time.

Fill out the form to get your free template.

First, you’ll want to nail down your formatting. Most business plans include the following sections.

1. Executive Summary

I’d say the executive summary is the most important section of the entire business plan. 

Why? Essentially, it's the overview or introduction, written in a way to grab readers' attention and guide them through the rest of the business plan. This is important, because a business plan can be dozens or hundreds of pages long.

There are two main elements I’d recommend including in your executive summary:

Company Description

This is the perfect space to highlight your company’s mission statement and goals, a brief overview of your history and leadership, and your top accomplishments as a business.

Tell potential investors who you are and why what you do matters. Naturally, they’re going to want to know who they’re getting into business with up front, and this is a great opportunity to showcase your impact.

Need some extra help firming up those business goals? Check out HubSpot Academy’s free course to help you set goals that matter — I’d highly recommend it

Products and Services

To piggyback off of the company description, be sure to incorporate an overview of your offerings. This doesn’t have to be extensive — just another chance to introduce your industry and overall purpose as a business.

In addition to the items above, I recommend including some information about your financial projections and competitive advantage here too.:

Keep in mind you'll cover many of these topics in more detail later on in the business plan. So, keep the executive summary clear and brief, and only include the most important takeaways.

Executive Summary Business Plan Examples

This example was created with HubSpot’s business plan template:

This executive summary is so good to me because it tells potential investors a short story while still covering all of the most important details.

Image Source

Tips for Writing Your Executive Summary

• Start with a strong introduction of your company, showcase your mission and impact, and outline the products and services you provide.
• Clearly define a problem, and explain how your product solves that problem, and show why the market needs your business.
• Be sure to highlight your value proposition, market opportunity, and growth potential.
• Keep it concise and support ideas with data.
• Customize your summary to your audience. For example, emphasize finances and return on investment for venture capitalists.

Check out our tips for writing an effective executive summary for more guidance.

2. Market Opportunity

This is where you'll detail the opportunity in the market.

The main question I’d ask myself here is this: Where is the gap in the current industry, and how will my product fill that gap?

More specifically, here’s what I’d include in this section:

• The size of the market
• Current or potential market share
• Trends in the industry and consumer behavior
• Where the gap is
• What caused the gap
• How you intend to fill it

To get a thorough understanding of the market opportunity, you'll want to conduct a TAM, SAM, and SOM analysis and perform market research on your industry.

You may also benefit from creating a SWOT analysis to get some of the insights for this section.

Market Opportunity Business Plan Example

I like this example because it uses critical data to underline the size of the potential market and what part of that market this service hopes to capture.

Tips for Writing Your Market Opportunity Section

• Focus on demand and potential for growth.
• Use market research, surveys, and industry trend data to support your market forecast and projections.
• Add a review of regulation shifts, tech advances, and consumer behavior changes.
• Refer to reliable sources.
• Showcase how your business can make the most of this opportunity.

3. Competitive Landscape

Since we’re already speaking of market share, you'll also need to create a section that shares details on who the top competitors are.

After all, your customers likely have more than one brand to choose from, and you'll want to understand exactly why they might choose one over another.

My favorite part of performing a competitive analysis is that it can help you uncover:

• Industry trends that other brands may not be utilizing
• Strengths in your competition that may be obstacles to handle
• Weaknesses in your competition that may help you develop selling points
• The unique proposition you bring to the market that may resonate with customers

Competitive Landscape Business Plan Example

I like how the competitive landscape section of this business plan below shows a clear outline of who the top competitors are.

It also highlights specific industry knowledge and the importance of location, which shows useful experience in this specific industry. 

This can help build trust in your ability to execute your business plan.

Tips for Writing Your Competitive Landscape

• Complete in-depth research, then emphasize your most important findings.
• Compare your unique selling proposition (USP) to your direct and indirect competitors.
• Show a clear and realistic plan for product and brand differentiation.
• Look for specific advantages and barriers in the competitive landscape. Then, highlight how that information could impact your business.
• Outline growth opportunities from a competitive perspective.
• Add customer feedback and insights to support your competitive analysis.

4. Target Audience

Use this section to describe who your customer segments are in detail. What is the demographic and psychographic information of your audience?

If your immediate answer is "everyone," you'll need to dig deeper. Here are some questions I’d ask myself here:

• What demographics will most likely need/buy your product or service?
• What are the psychographics of this audience? (Desires, triggering events, etc.)
• Why are your offerings valuable to them?

I’d also recommend building a buyer persona to get in the mindset of your ideal customers and be clear on why you're targeting them.

Target Audience Business Plan Example

I like the example below because it uses in-depth research to draw conclusions about audience priorities. It also analyzes how to create the right content for this audience.

Tips for Writing Your Target Audience Section

• Include details on the size and growth potential of your target audience.
• Figure out and refine the pain points for your target audience , then show why your product is a useful solution.
• Describe your targeted customer acquisition strategy in detail.
• Share anticipated challenges your business may face in acquiring customers and how you plan to address them.
• Add case studies, testimonials, and other data to support your target audience ideas.
• Remember to consider niche audiences and segments of your target audience in your business plan.

5. Marketing Strategy

Here, you'll discuss how you'll acquire new customers with your marketing strategy. I’d suggest including information:

• Your brand positioning vision and how you'll cultivate it
• The goal targets you aim to achieve
• The metrics you'll use to measure success
• The channels and distribution tactics you'll use

I think it’s helpful to have a marketing plan built out in advance to make this part of your business plan easier.

Marketing Strategy Business Plan Example

This business plan example includes the marketing strategy for the town of Gawler.

In my opinion, it really works because it offers a comprehensive picture of how they plan to use digital marketing to promote the community.

Tips for Writing Your Marketing Strategy

• Include a section about how you believe your brand vision will appeal to customers.
• Add the budget and resources you'll need to put your plan in place.
• Outline strategies for specific marketing segments.
• Connect strategies to earlier sections like target audience and competitive analysis.
• Review how your marketing strategy will scale with the growth of your business.
• Cover a range of channels and tactics to highlight your ability to adapt your plan in the face of change.

6. Key Features and Benefits

At some point in your business plan, you'll need to review the key features and benefits of your products and/or services.

Laying these out can give readers an idea of how you're positioning yourself in the market and the messaging you're likely to use. It can even help them gain better insight into your business model.

Key Features and Benefits Business Plan Example

In my opinion, the example below does a great job outlining products and services for this business, along with why these qualities will attract the audience.

Tips for Writing Your Key Features and Benefits

• Emphasize why and how your product or service offers value to customers.
• Use metrics and testimonials to support the ideas in this section.
• Talk about how your products and services have the potential to scale.
• Think about including a product roadmap.
• Focus on customer needs, and how the features and benefits you are sharing meet those needs.
• Offer proof of concept for your ideas, like case studies or pilot program feedback.
• Proofread this section carefully, and remove any jargon or complex language.

7. Pricing and Revenue

This is where you'll discuss your cost structure and various revenue streams. Your pricing strategy must be solid enough to turn a profit while staying competitive in the industry. 

For this reason, here’s what I’d might outline in this section:

• The specific pricing breakdowns per product or service
• Why your pricing is higher or lower than your competition's
• (If higher) Why customers would be willing to pay more
• (If lower) How you're able to offer your products or services at a lower cost
• When you expect to break even, what margins do you expect, etc?

Pricing and Revenue Business Plan Example

I like how this business plan example begins with an overview of the business revenue model, then shows proposed pricing for key products.

Tips for Writing Your Pricing and Revenue Section

• Get specific about your pricing strategy. Specifically, how you connect that strategy to customer needs and product value.
• If you are asking a premium price, share unique features or innovations that justify that price point.
• Show how you plan to communicate pricing to customers.
• Create an overview of every revenue stream for your business and how each stream adds to your business model as a whole.
• Share plans to develop new revenue streams in the future.
• Show how and whether pricing will vary by customer segment and how pricing aligns with marketing strategies.
• Restate your value proposition and explain how it aligns with your revenue model.

8. Financials

To me, this section is particularly informative for investors and leadership teams to figure out funding strategies, investment opportunities, and more.

 According to Forbes , you'll want to include three main things:

• Profit/Loss Statement - This answers the question of whether your business is currently profitable.
• Cash Flow Statement - This details exactly how much cash is incoming and outgoing to give insight into how much cash a business has on hand.
• Balance Sheet - This outlines assets, liabilities, and equity, which gives insight into how much a business is worth.

While some business plans might include more or less information, these are the key details I’d include in this section.

Financials Business Plan Example

This balance sheet is a great example of level of detail you’ll need to include in the financials section of your business plan.

Tips for Writing Your Financials Section

• Growth potential is important in this section too. Using your data, create a forecast of financial performance in the next three to five years.
• Include any data that supports your projections to assure investors of the credibility of your proposal.
• Add a break-even analysis to show that your business plan is financially practical. This information can also help you pivot quickly as your business grows.
• Consider adding a section that reviews potential risks and how sensitive your plan is to changes in the market.
• Triple-check all financial information in your plan for accuracy.
• Show how any proposed funding needs align with your plans for growth.

As you create your business plan, keep in mind that each of these sections will be formatted differently. Some may be in paragraph format, while others could be charts or graphs.

The formats above apply to most types of business plans. That said, the format and structure of your plan will vary by your goals for that plan. 

So, I’ve added a quick review of different business plan types. For a more detailed overview, check out this post .

1. Startups

Startup business plans are for proposing new business ideas.

If you’re planning to start a small business, preparing a business plan is crucial. The plan should include all the major factors of your business.

You can check out this guide for more detailed business plan inspiration .

2. Feasibility Studies

Feasibility business plans focus on that business's product or service. Feasibility plans are sometimes added to startup business plans. They can also be a new business plan for an already thriving organization.

3. Internal Use

You can use internal business plans to share goals, strategies, or performance updates with stakeholders. In my opinion, internal business plans are useful for alignment and building support for ambitious goals.

4. Strategic Initiatives

Another business plan that's often for sharing internally is a strategic business plan. This plan covers long-term business objectives that might not have been included in the startup business plan.

5. Business Acquisition or Repositioning

When a business is moving forward with an acquisition or repositioning, it may need extra structure and support. These types of business plans expand on a company's acquisition or repositioning strategy.

Growth sometimes just happens as a business continues operations. But more often, a business needs to create a structure with specific targets to meet set goals for expansion. This business plan type can help a business focus on short-term growth goals and align resources with those goals.

Now that you know what's included and how to format a business plan, let's review some of my favorite templates.

1. HubSpot's One-Page Business Plan

Download a free, editable one-page business plan template..

The business plan linked above was created here at HubSpot and is perfect for businesses of any size — no matter how many strategies we still have to develop.

Fields such as Company Description, Required Funding, and Implementation Timeline give this one-page business plan a framework for how to build your brand and what tasks to keep track of as you grow.

Then, as the business matures, you can expand on your original business plan with a new iteration of the above document.

Why I Like It

This one-page business plan is a fantastic choice for the new business owner who doesn’t have the time or resources to draft a full-blown business plan. It includes all the essential sections in an accessible, bullet-point-friendly format. That way, you can get the broad strokes down before honing in on the details.

2. HubSpot's Downloadable Business Plan Template

We also created a business plan template for entrepreneurs.

The template is designed as a guide and checklist for starting your own business. You’ll learn what to include in each section of your business plan and how to do it.

There’s also a list for you to check off when you finish each section of your business plan.

Strong game plans help coaches win games and help businesses rocket to the top of their industries. So if you dedicate the time and effort required to write a workable and convincing business plan, you’ll boost your chances of success and even dominance in your market.

This business plan kit is essential for the budding entrepreneur who needs a more extensive document to share with investors and other stakeholders.

It not only includes sections for your executive summary, product line, market analysis, marketing plan, and sales plan, but it also offers hands-on guidance for filling out those sections.

3. LiveFlow’s Financial Planning Template with built-in automation

This free template from LiveFlow aims to make it easy for businesses to create a financial plan and track their progress on a monthly basis.

The P&L Budget versus Actual format allows users to track their revenue, cost of sales, operating expenses, operating profit margin, net profit, and more.

The summary dashboard aggregates all of the data put into the financial plan sheet and will automatically update when changes are made.

Instead of wasting hours manually importing your data to your spreadsheet, LiveFlow can also help you to automatically connect your accounting and banking data directly to your spreadsheet, so your numbers are always up-to-date.

With the dashboard, you can view your runway, cash balance, burn rate, gross margins, and other metrics. Having a simple way to track everything in one place will make it easier to complete the financials section of your business plan.

This is a fantastic template to track performance and alignment internally and to create a dependable process for documenting financial information across the business. It’s highly versatile and beginner-friendly.

It’s especially useful if you don’t have an accountant on the team. (I always recommend you do, but for new businesses, having one might not be possible.)

4. ThoughtCo’s Sample Business Plan

One of the more financially oriented sample business plans in this list, BPlan’s free business plan template dedicates many of its pages to your business’s financial plan and financial statements.

After filling this business plan out, your company will truly understand its financial health and the steps you need to take to maintain or improve it.

I absolutely love this business plan template because of its ease-of-use and hands-on instructions (in addition to its finance-centric components). If you feel overwhelmed by the thought of writing an entire business plan, consider using this template to help you with the process.

6. Harvard Business Review’s "How to Write a Winning Business Plan"

Most sample business plans teach you what to include in your business plan, but this Harvard Business Review article will take your business plan to the next level — it teaches you the why and how behind writing a business plan.

With the guidance of Stanley Rich and Richard Gumpert, co-authors of " Business Plans That Win: Lessons From the MIT Enterprise Forum ", you'll learn how to write a convincing business plan that emphasizes the market demand for your product or service.

You’ll also learn the financial benefits investors can reap from putting money into your venture rather than trying to sell them on how great your product or service is.

This business plan guide focuses less on the individual parts of a business plan, and more on the overarching goal of writing one. For that reason, it’s one of my favorites to supplement any template you choose to use. Harvard Business Review’s guide is instrumental for both new and seasoned business owners.

7. HubSpot’s Complete Guide to Starting a Business

If you’re an entrepreneur, you know writing a business plan is one of the most challenging first steps to starting a business.

Fortunately, with HubSpot's comprehensive guide to starting a business, you'll learn how to map out all the details by understanding what to include in your business plan and why it’s important to include them. The guide also fleshes out an entire sample business plan for you.

If you need further guidance on starting a business, HubSpot's guide can teach you how to make your business legal, choose and register your business name, and fund your business. It will also give small business tax information and includes marketing, sales, and service tips.

This comprehensive guide will walk you through the process of starting a business, in addition to writing your business plan, with a high level of exactitude and detail. So if you’re in the midst of starting your business, this is an excellent guide for you.

It also offers other resources you might need, such as market analysis templates.

8. Panda Doc’s Free Business Plan Template

PandaDoc’s free business plan template is one of the more detailed and fleshed-out sample business plans on this list. It describes what you should include in each section, so you don't have to come up with everything from scratch.

Once you fill it out, you’ll fully understand your business’ nitty-gritty details and how all of its moving parts should work together to contribute to its success.

This template has two things I love: comprehensiveness and in-depth instructions. Plus, it’s synced with PandaDoc’s e-signature software so that you and other stakeholders can sign it with ease. For that reason, I especially love it for those starting a business with a partner or with a board of directors.

9. Small Business Administration Free Business Plan Template

The Small Business Administration (SBA) offers several free business plan templates that can be used to inspire your own plan.

Before you get started, you can decide what type of business plan you need — a traditional or lean start-up plan.

Then, you can review the format for both of those plans and view examples of what they might look like.

We love both of the SBA’s templates because of their versatility. You can choose between two options and use the existing content in the templates to flesh out your own plan. Plus, if needed, you can get a free business counselor to help you along the way.

I’ve compiled some completed business plan samples to help you get an idea of how to customize a plan for your business.

I chose different types of business plan ideas to expand your imagination. Some are extensive, while others are fairly simple.

Let’s take a look.

1. LiveFlow

One of the major business expenses is marketing. How you handle your marketing reflects your company’s revenue.

I included this business plan to show you how you can ensure your marketing team is aligned with your overall business plan to get results. The plan also shows you how to track even the smallest metrics of your campaigns, like ROI and payback periods instead of just focusing on big metrics like gross and revenue.

Fintech startup, LiveFlow, allows users to sync real-time data from its accounting services, payment platforms, and banks into custom reports. This eliminates the task of pulling reports together manually, saving teams time and helping automate workflows.

"Using this framework over a traditional marketing plan will help you set a profitable marketing strategy taking things like CAC, LTV, Payback period, and P&L into consideration," explains LiveFlow co-founder, Lasse Kalkar .

When it came to including marketing strategy in its business plan, LiveFlow created a separate marketing profit and loss statement (P&L) to track how well the company was doing with its marketing initiatives.

This is a great approach, allowing businesses to focus on where their marketing dollars are making the most impact. Having this information handy will enable you to build out your business plan’s marketing section with confidence. LiveFlow has shared the template here . You can test it for yourself.

2. Lula Body

Sometimes all you need is a solid mission statement and core values to guide you on how to go about everything. You do this by creating a business plan revolving around how to fulfill your statement best.

For example, Patagonia is an eco-friendly company, so their plan discusses how to make the best environmentally friendly products without causing harm.

A good mission statement  should not only resonate with consumers but should also serve as a core value compass for employees as well.

Patagonia has one of the most compelling mission statements I’ve seen:

"Together, let’s prioritise purpose over profit and protect this wondrous planet, our only home."

It reels you in from the start, and the environmentally friendly theme continues throughout the rest of the statement.

This mission goes on to explain that they are out to "Build the best product, cause no unnecessary harm, and use business to protect nature."

Their mission statement is compelling and detailed, with each section outlining how they will accomplish their goal.

4. Vesta Home Automation

This executive summary for a smart home device startup is part of a business plan created by students at Mount Royal University .

While it lacks some of the sleek visuals of the templates above, its executive summary does a great job of demonstrating how invested they are in the business.

Right away, they mention they’ve invested $200,000 into the company already, which shows investors they have skin in the game and aren’t just looking for someone else to foot the bill.

This is the kind of business plan you need when applying for business funds. It clearly illustrates the expected future of the company and how the business has been coming along over the years.

5. NALB Creative Center

This fictional business plan for an art supply store includes everything one might need in a business plan: an executive summary, a company summary, a list of services, a market analysis summary, and more.

One of its most notable sections is its market analysis summary, which includes an overview of the population growth in the business’ target geographical area, as well as a breakdown of the types of potential customers they expect to welcome at the store. 

This sort of granular insight is essential for understanding and communicating your business’s growth potential. Plus, it lays a strong foundation for creating relevant and useful buyer personas .

It’s essential to keep this information up-to-date as your market and target buyer changes. For that reason, you should carry out market research as often as possible to ensure that you’re targeting the correct audience and sharing accurate information with your investors.

Due to its comprehensiveness, it’s an excellent example to follow if you’re opening a brick-and-mortar store and need to get external funding to start your business .

6. Curriculum Companion Suites (CSS)

If you’re looking for a SaaS business plan example, look no further than this business plan for a fictional educational software company called Curriculum Companion Suites. 

Like the business plan for the NALB Creative Center, it includes plenty of information for prospective investors and other key stakeholders in the business.

One of the most notable features of this business plan is the executive summary, which includes an overview of the product, market, and mission.

The first two are essential for software companies because the product offering is so often at the forefront of the company’s strategy. Without that information being immediately available to investors and executives, then you risk writing an unfocused business plan.

It’s essential to front-load your company’s mission if it explains your "Why?" and this example does just that. In other words, why do you do what you do, and why should stakeholders care? This is an important section to include if you feel that your mission will drive interest in the business and its offerings.

7. Culina Sample Business Plan

Culina's sample business plan is an excellent example of how to lay out your business plan so that it flows naturally, engages readers, and provides the critical information investors and stakeholders need. 

You can use this template as a guide while you're gathering important information for your own business plan. You'll have a better understanding of the data and research you need to do since Culina’s plan outlines these details so flawlessly for inspiration.

8. Plum Sample Business Plan

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Knowing the basics of how your business works is the first step to making a great business plan. That’s why we recommend that you start with a simple business plan that fits on a single page. LivePlan will help you clearly explain who your customers are, what your marketing and sales activities will be, and what your product or service offerings will be. It’s the quickest way to get started .

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1-Page Business Plan For Consultants (Template Included)

In 2018, Laura Posey received the worst news you could imagine.

Her partner was diagnosed with cancer.

She could no longer run her company, Simple Success Plans , because her new full-time position was taking care of her partner.

But Laura had something that many consultants don’t — a clear, strategic plan.

Before taking time off to take care of her partner, she gave that plan to her team, and told them to “go make it happen.”

They did just that.

This plan allowed Laura to step out of the business for an entire year.

Everything still got done.

And with her 1-page business plan, she got to do a far more important job.

If you’re feeling “all over the place” in your consulting business and lack a clear plan on how to get to where you want, you need to write that plan.

But not just any plan.

You need a plan that fits on 1-page, forcing you to prioritize what’s truly important to your business and your life.

By the end of this post, you’ll have a 1-page business plan for your consulting business which you will use to achieve your revenue goals — and build the consulting business that supports your desired lifestyle.

Declare Your 5 Core Values

First things first — you must declare the core values of your business.

You’ll write 5 of them. One core value for each finger on one hand, making them easy to remember.

A core value is something that shapes the way you see and behave — similar to a mindset .

Core values often come from the heart. You don’t just think about them — you feel them at your core.

Core values are decision-making criteria. They are a primary filter that makes sure what you do is in alignment with the business that you want to build.

If a new opportunity comes your way, it must be congruent with your core values. If not, you will happily say no to it.

Examples of core values:

• “We will have each other’s back.” This core value is about teamwork. In Laura’s business, if someone needs help or support, they know they can trust in the team to provide that.
• “We will try and figure it out ourselves.” This core value is about delegation. Laura knows she doesn’t have all of the answers. So she trusts her team to solve problems autonomously, without micromanagement. This core value also ensures that they hire problem solvers who want to solve problems on their own.
• “We will support out-of-the-box thinking.” This core value is about creativity, taking chances, and trying new things. If you deeply value-creating new things, even if they might be inefficient, then this would be a good core value for your business.

With your 5 core values in place, you’ll get clear on your business vision .

Get Clear On Your Vision

Where do you want to take your business?

This is your vision .

Imagine how you want your business to look. Imagine how it helps support your desired lifestyle.

Dream big. This is where you picture yourself living the lifestyle that prompted you to start your consulting business in the first place. It’s your source of motivation — your desired future state.

Your vision should include a mix of your business and your personal life.

Here are some examples of vision:

• “I want to be the go-to expert in my industry who is so successful that key industry players come to me first when they are seeking advice.”
• “I want to change the way healthcare is run and convince insurance companies that they should cover preventative and alternative medicine practices.”
• “I want to buy a home for my parents and pay for live-in care so they can grow old comfortably in their own home.”

And one final example from Laura’s business — and a story about how she made it happen.

“I want to build a business where I can work from anywhere and don’t have to travel for work.”

Laura values location independence — the ability to work from anywhere.

Years ago, her business partner was making her miserable. She wanted out.

She called her landlord and asked him “what would it cost to get out of this lease?”

It wasn’t cheap.

To get out of the lease, she had to cut her expenses way, way down.

She wanted a business where she could work from anywhere — so she never felt “trapped” in a single location ever again.

So, she told her clients she was cutting down on travel. Much to her surprise, many of them were delighted.

It would save them a lot of money.

It took her a full year to transition…but she took action to make her vision a reality.

You must state your vision before you can make them real.

Once you’ve done that, you will get more tangible: starting with your long-term targets.

Aim At Your Long Term Targets

Your long-term targets are where you want to be in 3-5 years.

They are medium-resolution — specific enough to give you something to aim at, but vague enough to give you some wiggle room.

Ultimately, these targets are the building blocks of turning your vision into reality.

Examples of long-term targets (3-5 years):

• Hit a revenue of $2M+ (your number may be higher or lower)
• Invest in a second office
• Take 4 weeks of vacation

Once you’ve written down your long-term targets, you can set your short-term goals.

Set Your Short Term Goals

Your short-term goals are goals you want to hit within one year.

Unlike long-term targets, they are very detailed and specific.

When writing them, visualize what they look like once they’re complete.

Like your long-term targets, they should help you fulfill your vision.

Examples of short-term goals (1 year)

• Hire a full-time administrative assistant who handles all of my low-hour tasks
• Create a new productized service with a value of $2500
• Cut my hours to 35/week

After setting your short-term goals, you can narrow down to your daily tasks with a checklist.

Breaking It Down: The Daily Success Checklist

What are you doing today to hit your goals?

To create your vision?

To align with your core values?

The Daily Success Checklist keeps you accountable. It’s something you can follow every day to ensure you hit your goals and create your dream business.

Here’s what it looks like:

The Daily Success Checklist is broken down into these areas:

• Success Habits : The daily habits you must achieve to hit your goals. A good one here is making sure you reach out to a certain amount of ideal clients — what we call your “Magic Number.”
• Goals : You can insert your short-term goals here to keep them in focus.
• Key Three : Your three important areas of focus for today — where you want to improve.
• Other Tasks : Miscellaneous tasks that you must complete to finish the day.
• Reflection : After your day is done, answer these reflection questions. They’ll help you analyze what you did well and how you can improve — and be grateful for another day getting one step closer to your desired life and business.

Just like the strategic plan, this checklist also fits on one page. As you go through your day, check off the tasks you complete.

Do this every day, and you’ll be working towards making your vision a reality.

Action Step: Complete Your 1 Page Business Plan

Your action step for this article is to write your 1 page business plan .

Using the guidelines in this article, write down your…

• 5 core values
• Business vision
• Long-term targets
• Short-term goals

…and then print it out. Put it on your desk, where you can’t miss it.

Finally, download Laura’s Daily Success Checklist , and build a habit of using it every day.

You can find Laura’s strategic plan system here if you’d like to do this with her help.

Until you make your core values, vision, and goals explicit, you’ll never have 100% clarity on what you should be doing in your business — and why.

By getting focused, you’ll put yourself on the path to build the highly profitable business of your dreams.

• What are some examples of your core values?
• What is your vision for your dream business and lifestyle ?
• What are you doing daily to make it all a reality?

Leave a comment below — and join the discussion!

If you’d like to join a like-minded community of consultants who are all helping each other achieve the business of their dreams, check out our Clarity Coaching Program.

“Michael and Sam run a great program. It’s not cookie-cutter. They meet you where you are, listen well, and provide relevant solutions. They plug you into a community of peers, which is so important if you’re just starting out. You don’t have to figure it all out on your own! ”

(Read Mike’s full consulting case study )

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1-Page Business Plan

As a start-up owner, you don’t have time to write a 100-page business plan that meticulously details every strategy and process you’ll use. On the other hand, you can’t afford to skip the step of writing down your intentions either.

This high-level business plan helps you focus on the big picture and save time so you can build your business with confidence.

Keep it simple — then tweak with details, projections and amendments, as necessary.

More resources: 1-Page Marketing Plan lisagoller.com/entrepreneurs

One thought on “ 1-Page Business Plan ”

Hey Lisa, I love this layout and I’m teaching a Practicum of Culinary Arts class. Is there someway I can purchase this template? We are resurrecting our school’s restaurant and I’m having them do a simple business plan. Will cite your information at the bottom of the page.

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1. executive summary.

• Marketing and Sales Strategies
• Competitive Analysis
• Financial Analysis
• Business Plan Implementation
• Business Opportunity
• Business’ Team (Owner and Key Staff)
• Budget and Funding

2. Business/Company Description

• Business/Company Name
• Product/Service
• Target Market
• Goals for your Business
• Company/Business Location
• Vision Statement
• Mission Statement
• Business Structure
• Business Model
• Company/Business History

3. Products and Services

4. market analysis.

• Industry Description and Outlook
• Market Need
• Market Growth
• Market Trends
• Market Research Testing
• Barriers to Entry
• Regulations

5. Marketing Strategy

6. competitive analysis, 7. operations plan, 8. financial plan.

• Executive Summary
• Business/Company Description
• Products and Services
• Market Analysis
• Marketing Strategy
• Operations Plan
• Financial Plan

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