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Without a business plan, you have nothing more than an idea. A business plan helps you define key goals and milestones — and drives better execution. You can use this template with your team to plan and define a framework for your business. Feel free to add your own columns and fields as needed.

Business Plan

Without a business plan, you have nothing more than an idea. A business plan helps you define key goals and milestones — and drives better execution. You can use this template with your team to plan and define a framework for your business. Feel free to add your own columns and fields as needed.

Business Plan

Executive Summary

  • Primary activities, location and facilities
  • Key management and staffing strategy
  • Advisors (strategic, financial and/or legal)
  • Business relationships
  • Past & present performance

Define the Business

  • Define the company
  • Define mission statement
  • What is the primary business problem being solved?

Products & Services

  • Description
  • Market analysis
  • Competitive analysis
  • Projections and objectives
  • Threats

Marketing

  • Customer profile
  • Strategy
  • Key factors influencing market
  • Pricing
  • Competition
  • Advertising & promotion
  • Sales & distribution

Industry Analysis

  • Overview
  • Trends and growth
  • Price sensitivity

Financial Information

  • Current position
  • Plans to raise capital
  • Income & expenditure projection
  • Profit & Loss (P&L)
  • Balance sheet
  • Cash flow forecast
  • Break even analysis