If you are interested in starting your own business, creating an official plan is a crucial step.
A business plan outlines your intent, goals and milestones, and anticipated revenue. Said simply, a business plan template can get you off to the right start.
Plans to Start With
The intent of these first templates is to help you through the planning process. They will prompt you to think about statements and answer questions, putting systematic thought into your overall plan. If you are just starting to document your business ideas, these templates are for you.
A terrific template to start your reflections comes from Template.net. Beginning with your vision, mission, and goals, you will work your way through thought-provoking statements and questions.
What makes a template like this useful is that it poses mission critical questions you may not have thought to ask yourself yet.
A similar template from Tidy Forms is formatted in clear, uncomplicated sections. Remember that the purpose is to make you really think about your business and your plan. So, moving through the segments one-at-a-time can be helpful to your process.
Once you have completed your plan with this template, you can easily convert it to an official document with simple adjustments to the sections and titles.
Specifically for Startups
Created for startups, these next templates give you the basics you need. You can use these in their entirety or remove sections as needed. The useful explanations and helpful tips make creating a business plan for your startup easy.
Score offers a simple template with a built-in table of contents. You will find the tips helpful which encourage you to begin with the refining the plan section at the end. This area includes specifics that can help you emphasize certain areas throughout the plan per your business type.
From Template.net, this template also includes a handy table of contents. The research and development section includes a patents, copyrights, and brands area. This makes it ideal for small businesses and startups selling products.
Template.net offers a variety of additional business plans from standard options to those specifically for a restaurant or social enterprise.
These business plan templates work for most any industry, business size, or type of venture. They each offer organized layouts and attractive appearances.
Including Excel Workbooks
The business plan template available from Vertex42 works with Microsoft Word and has an Excel workbook accompaniment for the data. This template has a clean outline format, beginning with the summary and ending with projections.
The comprehensive sections, built-in table of contents, useful charts, and tabled data, all create an organized business plan. With 19 total pages, you can easily remove sections if needed. You can use this template for most any type of business.
The Excel supplement for this template includes the same charts and tables. It simply offers a more efficient way of editing that data for your plan. Each spreadsheet in the workbook is labeled per the template section. And the Help makes copying and pasting your items into Word more convenient.
The additional Excel piece for this business plan is optional. So, if you prefer to edit your charts and tables directly in Word, you can certainly do so.
Including a Confidentiality Agreement
The next template from Tidy Forms is similar to the one offered by Vertex42 in that it is an official plan that includes helpful explanations. This is an elegant option with a Century Gothic font style and no colors. It may look simple, but it does include all necessary sections for your plan.
This one begins with a confidentiality agreement and has sections for research and development, a sales pipeline, and funding requirements. This is a good plan template for a business that sells products, although it is suitable for any industry.
Word 2016 Templates
If you use Word 2016, there is a very nice business plan template available. To access this option, select File > New to open the template section. In the search box, type in the words Business Plan and you’ll see all available templates.
This template has 18 pages that include tables, charts, notes, and tips for your plan. You will find helpful features like a built-in table of contents and designated spot for your logo. You will also notice that the template switches pages from portrait to landscape view to better accommodate sections.
With a detailed description of your business, you can include everything from products and suppliers to a sales forecast and break-even analysis. If this template provides more detail than your business plan requires, you can edit it easily.
Blank Business Plans
With a blank business plan template, you will not see explanations, notes, or tips as you create your plan. The template merely lays out the sections and details that you need to include.
You can easily move through the creation of your plan with the extremely organized layout. Each section provides structured boxes for you to enter your business details.
This template from Tidy Forms would work well for those who have experience with business plans or do not need explanations or tips for the necessary details.
While using PowerPoint for a business plan is a bit out of the ordinary, it can serve as a lovely addition to your official plan. Plus, if you must present your plan to a group, this option provides an organized and attractive appearance.
The Microsoft Office template store has a PowerPoint business plan which you can download or use with PowerPoint Online. The template has 14 slides and you can edit them for look and feel with the colors or fonts you prefer.
You have all of the basics you need, from a market summary to competition details to an organizational chart for your team. Each slide also offers useful tips on the type of information to include.
Are Business Plan Templates Helpful?
Using a template in business has become a norm to ease the creation of all kinds of documents. A business plan template is no different.
Have you created a business plan using a template? Did you find it to be a help or a hindrance to the process? Share your thoughts in the comments below!