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11 worksheets guide you step-by-step through writing a business plan. The template includes easy-to-follow instructions for completing each section of the business plan, questions to help you think through each aspect, and corresponding fillable worksheet/s for key sections.
The business plan sections covered in this template include:
Confidentiality Agreement
I. Instructions: Executive Summary
Executive Summary
II. Instructions: Company Description
Company Description Worksheet
III. Instructions: Products & Services
Product&ServiceDescriptionWorksheet
IV. Instructions: Marketing Plan
SWOT Analysis Worksheet
Competitor Data Collection Plan
Competitive Analysis Worksheet
Marketing Expenses Strategy Chart
Pricing Strategy Worksheet
Distribution Channel Assessment Worksheet
V. Instructions: Operational Plan
VI. Instructions: Management & Organization
Management Worksheet
Organization Chart
VII. Instructions: Startup Expenses & Capitalization
VIII. Instructions: Financial Plan
IX. Instructions: Appendices
X. Instructions: Refining the Plan
Now That You’re (Almost) Finished . . .
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Funded, in part, through a Cooperative Agreement with the U.S. Small Business Administration. All opinions, and/or recommendations expressed herein are those of the author(s) and do not necessarily reflect the views of the SBA.
