business plan powerpoint or word

Create a business plan

You've been dreaming of starting your own business. You've started with some concrete steps, and you're ready to put your proposal together. But how do you start, and how do you know when you have the right information?

How to get it done

Create a business plan with templates in Word:

Start with a template

Download these templates from the Office Templates site to create your plan:

Fill in your Business plan .

Analyze your market with the Business market analysis template .

Detail your financials in a Financial plan .

Divide up the work and track deliverables with this Business plan checklist .

Wrap up with this Business startup checklist .

Need a little help?

Learn how to:

Start a document from a template .

Apply themes to change your plan's look.

Related resources

Related article

Must follow steps for starting a successful business

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How to Make a Killer Business Plan Presentation (+Templates)

Learn how to make a business plan presentation with tips for slide design, structure, and engaging examples, as well as templates to bring your vision to life.

7 minute read

helped business professionals at:

Short answer

What slides should a business plan presentation include?

• Opening slide
• Your Unique Selling Proposition (USP)
• Business overview
• The challenge you're addressing
• Market analysis
• Your solution
• Marketing and sales strategy
• Goals and Key Performance Indicators (KPIs)
• Team composition
• Funding request and allocation

Your business plan presentation needs to be as strong as your idea

Having a well-crafted business plan is crucial, but if it's not presented effectively, it's like having a treasure map that no one can read.

Even the best ideas can fall flat if they're not communicated clearly, potentially burying your chance of getting your business off the ground.

Remember, presenting a business plan is more than just sharing facts and figures. It's about engaging your audience, whether they're investors or stakeholders, and making them believe in your vision.

But don't worry, you're not alone in this. This guide is here to help you master the art of business plan presentation. You'll learn how to structure your presentation, design slides that captivate, and conclude in a way that leaves a lasting impact and drives action.

Let's dive in!

What to include in a business plan presentation?

A business plan presentation is your chance to delve deep, showcasing not just the what and the how, but also the why of your business. It's your strategic playbook that can persuade investors, guide your team, and set the foundation for your business's success.

11 essential slides of a business plan presentation:

Opening slide: Set the tone with an engaging first impression.

Your Unique Selling Proposition (USP): Define what sets your business apart.

Business overview: Offer a concise snapshot of your company.

The challenge you're addressing: Describe the problem your business solves.

Market analysis: Demonstrate your understanding of the industry and market trends.

Your solution: Detail how your product or service addresses the problem you’ve identified.

Marketing and sales strategy: Outline your approach to winning and keeping customers.

Goals and Key Performance Indicators (KPIs): Specify your objectives and how you’ll measure success.

Team composition: Introduce key team members, their roles, and expertise.

Funding request and allocation: Explain your financial requirements and how the funds will be utilized.

Next steps: Guide the reader on the next steps after reviewing your plan, whether it's a meeting request, further discussion, or a specific action you want them to take.

What does a business plan presentation look like?

In today's fast-paced business world, static business plan presentations are losing their edge. Imagine having to constantly pinch and zoom on a mobile device just to see the details. It's frustrating and distracting.

People also get disengaged when faced with walls of text. They're there to hear a story, not read a novel.

Interactive presentations, on the other hand, bring your business plan to life. They encourage audience participation, adapt to the flow of discussion, and make complex ideas more digestible and memorable.

You can see what an interactive business plan presentation looks like below:

How to turn a business plan into a presentation

Transforming your business plan into a presentation is a crucial step in bringing your vision to life. It's not just about having a plan; it's about presenting it in a way that resonates with investors and partners.

Start by distilling the essence of your plan, focusing on key points like your mission, market analysis, and financial projections. Use engaging visuals and a clear narrative to make complex information accessible.

For detailed insights on how to write a business plan , check out our guide.

How to make a business plan presentation in 6 easy steps

Crafting a business plan is about blending vision and strategy into a narrative that captivates your audience. With Storydoc's AI business presentation maker, creating this narrative becomes intuitive and easy.

In the guide below, we'll show you how to turn your plan into an engaging presentation in 6 simple steps. Stick around to see how seamlessly Storydoc can bring your business story to life.

1) Describe your presentation’s objective

Kick things off by sharing with our AI the type of business plan you're looking to create. This is like setting the GPS for your journey, ensuring every part of your plan is aligned with your end goal.

2) Give an overview of yourself, your organization, and your offering

Introduce the essence of your business - who you are, what your company stands for, and the unique value of what you offer. This sets the stage for a personalized and relevant presentation.

3) Select a suitable design template

Dive into our collection of design templates and pick one that resonates with your business's personality.

4) Tailor your business plan presentation to your needs

Now, here’s where you add your personal touch. Fill in your details, tweak the design, and watch the magic happen as the template adapts to your content. This is where your business plan presentation starts to take on a life of its own.

Then, you can either upload your own multimedia elements or sit back as our AI assistant generates some for you.

5) Add personalized elements

Next up, sprinkle in some personalization. It works just like personalizing a newsletter - you can insert dynamic variables that automatically fill up with your recipient's data.

This level of customization not only makes your presentation feel tailor-made for each reader but also adds a layer of engagement. As a matter of fact, it can get 68% more people to read your deck in full , and share it internally 2.3x more often!

6) Review and refine your business plan presentation

Finally, take a step back and review your plan. Ensure it looks good, flows well, and clearly conveys your message.

The beauty of Storydoc is that it's a living document – if you spot a mistake or need to update information after sharing, you can. You're in control, ensuring your audience always sees the most polished and up-to-date version of your business plan presentation.

Business plan design principles to turn average into impressive

Designing a business plan presentation is about more than just putting words on a page; it's about creating an experience that captures and holds attention. In today's digital age, the way you present your plan can be just as important as the content itself.

Let's explore how to design a business plan presentation that stands out in the modern business landscape.

1) Move from static to interactive

Gone are the days of static, text-heavy business plan presentations. Today's plans are interactive, engaging readers with clickable elements, dynamic charts, and even embedded videos.

This interactivity not only makes your plan more interesting but also allows readers to engage with the content in a more meaningful way.

Here's a great example of an interactive business plan presentation:

2) Use scroll-based design

Forget the hassle of pinching and zooming on a PDF. A scroll-based design, similar to a modern website, offers a fluid reading experience.

It's straightforward and aligns with how we naturally consume content online, making your business plan presentation easier and more enjoyable to read.

Here's an example of scroll-based design:

3) Make sure your business plan presentation is mobile-friendly

With so many people reading on their phones, your business plan presenttion needs to look good on any device.

Responsive design means your plan is easily readable on a phone, tablet, or computer, ensuring that your message is clear no matter how your audience accesses it.

4) Shift from local files to online documents

Step away from traditional Word docs or PDFs and embrace online documents. They're great for sharing, updating in real time, and collaborating with others.

Plus, they're accessible from anywhere, which is perfect for busy investors who are always on the move.

For more information, check out our comparison of the best business plan document types .

5) Embrace visual storytelling

Use visuals like infographics and charts to tell your business's story. They can turn complex data into easy-to-understand, engaging information. A well-placed visual can often do a better job of explaining your points than text alone.

Here's a great example of visual storytelling:

Best business plan software

Selecting the right tool to create your business plan presentation is vital for any startup. To ease your journey, I've compiled a list of the top business plan software, each designed to cater to different needs.

From comprehensive platforms guiding you step-by-step to dynamic tools that add interactive elements to your presentation, there's something for every entrepreneur.

The best business plan software currently available:

LivePlan.com

BizPlan.com

Upmetrics.co

GoSmallBiz.com

Business Sorter

MAUS Master Plan Lean

For a deep dive into each tool and to find the one that best fits your business's needs, explore our detailed guide to the best business plan software .

Interactive business plan presentation templates

The pressure to get your business plan presentation right can be overwhelming. After all, in many cases, you only get one shot to impress.

These business plan presentation templates offer a framework that takes care of the structure and design, allowing you to focus solely on fleshing out your strategy.

Whether you're pitching to investors, partners, or stakeholders, these templates give you the confidence that your plan is presented in the best possible light.

Grab one and see for yourself.

Hi, I'm Dominika, Content Specialist at Storydoc. As a creative professional with experience in fashion, I'm here to show you how to amplify your brand message through the power of storytelling and eye-catching visuals.

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13 Free Business Plan Powerpoint Templates To Get Now

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By Iveta Pavlova

in Freebies

4 years ago

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Are you looking for business plan PowerPoint templates to grab right away and blow your audience away? In this selection, we’ve gathered 12 modern and completely free business plan PowerPoint templates designed according to the latest trends . The templates include everything you need in order to impress your potential partners with your business planning. They are easily editable, certainly memorable, and completely free to download.

You may also be interested in The Best Free PowerPoint Templates to Download in 2022

1. Strategic Business Free Powerpoint Template

An attractive template for Powerpoint made to help you present your business plan and strategies. The template comes with 25 handy slides that can be edited according to your needs. Plus, you have over a hundred business icons and high-quality vector graphics to depict your concepts and ideas.

• 25 different slides
• PPT file format
• 16:9 aspect ratio
• 100 business icons and high-quality vector graphics

2. Voodoo 2.5 Free Powerpoint Template with Animations

• 10 slides in the free version: 5 presentation slides and 5 infographic slides
• a modern, clean business design with smooth animations
• fully editable graphic elements and free fonts
• includes a dark version, as well

3. Investment Business Plan Template for Google Slides & Powerpoint

A minimalist business plan Powerpoint template made in a modern style and a classy grayscale color theme. The template includes 30 different slides with super useful layouts. Pretty much, you’ve got all you need to present your business overview, market analysis and competition, marketing, management, operating, and financial plans, and more.

• 30 different slides for various purposes
• 16:9 widescreen format
• compatible with PowerPoint and Google Slides
• graphics, maps, and over 1000 icons
• attribution is required (in the final slide)

4. Insurance Business Plan Template for Google Slides & Powerpoint

A business plan presentation template is available with versions for PowerPoint and Google Slides. This template is made in a modern corporate style and is suitable for serious topics. With 30 different templates and customizable assets, you can easily include your business overview, present your sales, management, and financial plans, and more.

• 30 slides in a modern corporate style
• PowerPoint and Google Slides compatibility
• graphics, maps, and 1000+ icons for customization

5. Clean Corporate Biz Free Powerpoint Template

A clean Powerpoint template with 10 different slides for professional business presentations. In this short template, you will find all you need to present your business objectives, business plan, key features, and more. Loaded with useful graphs and charts, you will easily visualize your data, as well.

• 10 unique slides with a corporate feel
• 16:9 widescreen layout
• includes charts, graphs, maps, and more

6. A Free PowerPoint Template “Investor”

• a professional corporate design
• 15 free slides in 16:9 widescreen aspect ratio

7. Marketing Plan Free Powerpoint Template

A tastefully prepared business-themed presentation template for Powerpoint in a blue-and-green color scheme. This template is available in two aspect ratios: 4:3 and 16:9. It also contains useful data visualization tools like charts, graphs, tables, and more.

• 26 business-themed slides
• 4:3 and 16:9 aspect ratios
• includes tables, flowcharts, graphs, and more

8. Business Idea Free Powerpoint Template

A rich business plan template consisting of 31 unique and useful slides. The design is available in 27 color schemes, so you can customize it according to your brand. You will find all kinds of charts, graphs, infographic slides, SWOT analysis slides, and more useful content.

• 31 useful slides
• 27 color options

9. “Nook” Minimalist Pitch Deck Powerpoint Template

This template will allow you to make a quick overview of your company and business plan. With 12 attractively designed slides, made in a gold, white, and black color scheme, you will definitely impress with style and modern vision. Easy to edit with high-quality vector graphics included.

• 12 different slides with modern designs

10. Free Simple Business Plan Presentation Template

A simple and practical business plan template suitable for presentations in most PowerPoint versions, Keynote, and Google Slides. The 8 slides included are designed to be useful and effective in presenting your company data. You will find high-quality vector shapes, diagrams, charts, and infographics. The slides are versatile and can serve various purposes.

• 8 slides that can be edited easily
• compatible with PowerPoint, Keynote, Google Slides
• design with modern gradients
• free to download (requires your email)

11. Free ‘Xe’ PowerPoint Modern Business Minimal Template

• 42 unique free slides with a modern, relaxing design
• includes animations, transitions, and video placeholders
• PPTX file format

12. Free Modern Business Powerpoint Template

A two-color design choice of light or dark including charts, maps, diagrams, and other useful slides for multipurpose presentations. a smooth, consistent, well-ordered look.

• Resolution – High 16:9
• Number of slides – 2 color versions of 34
• Color themes – white/light blue or dark/blue

13. Corporate Presentation Free Template

Clean and classic design suitable for presenting your business. The pack has 85 different slides for you to customize and adapt to your brand.

• Auto-animated
• Font file included

That’s all!

Fingers crossed that this collection helped you find the right free business plan Powerpoint tutorial for your needs. With their modern design and fully editable content, you are on the way to success for sure.

Would you like to browse even more freebies? Check out these suggestions:

• The Best Minimalist Powerpoint Templates for Free Download
• Top Resume Powerpoint Templates to Help You Stand Out
• The Best Free Infographic Templates in 2022 for Every Software

Premium: MultiSplash PowerPoint Templates

A professionally designed PowerPoint template with 77 slides for every type of presentation – report, marketing, educational, product introduction, plans, and more.

• 77 multipurpose presentation slides
• 120 Icons and illustrations included

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Home Blog Business How To Craft & Deliver an Effective Business Plan Presentation (Quick Guide)

How To Craft & Deliver an Effective Business Plan Presentation (Quick Guide)

A vital element in today’s highly competitive business landscape is the ability to craft and deliver a business plan presentation. This applies to both entrepreneurs and corporate leaders. 

This guide describes essential aspects required to build a business plan presentation and deliver it to stakeholders. 

Table of Contents

What is a Business Plan Presentation?

Is a business plan presentation the same as a business presentation, executive summary, justification of the business proposal, swot analysis, the niche of the proposal & actors in the industry, competitors, competitive intensity, trend analysis and critical variables, value chain, market analysis, jobs-to-be-done, value proposition, revenue streams, cost structure, distribution channels, key partnerships for the business model, organizational structure & management, go to market and marketing plan, development plan, qa, and continuous improvement model, distribution plan, inventory management, initial funding and financing structure, projection of income and costs.

• Evaluation of Projected Return vs. Required

Risk Evaluation

Sensitivity to critical variables, how to present bibliographical information in a business plan presentation, how to deliver a business plan presentation.

A business plan presentation is the medium we use to communicate a business plan to an audience. 

Presenters commonly ask what is the target length of a business plan presentation in terms of slides. Our expertise in this field tells us it’s advisable to work between 13-20 slides, remaining as concise as possible and using the help of visual aids. Let the graphics speak rather than fill your slides with text blocks.

No. A business plan presentation is used to communicate an identified business opportunity and how it is planned to be served in a way that generates profit. A business presentation is a more generic term, explained in our article about business presentation examples . 

How to Create a Business Plan Presentation

This section will list our recommended content for a successful business plan presentation. We broke it down into four stages which help the presenter build the story backing the business: a-. The opportunity and the competitive landscape analyzed, b- the business model designed and tested to serve the opportunity, c- the implementation plan of the business model, and finally, d- the financial and economic projections estimated that show the profitability of the opportunity.

For the purpose of this guide, the slides will refer to a case study of photo editing software. To replicate this slide deck creation process, you can speed up design decisions by working with the SlideModel AI Presentation Maker and tailoring it to your project.

So, how to make a business plan presentation? Let’s see a step by step guide.

Stage 1 – Identifying the Opportunity

After the title slide that defines how to start a presentation , any business plan should proceed by introducing the executive summary in a concise but impactful format.

The purpose of the executive summary is to inform the audience what to expect from the presentation and its conclusion.

Work with a maximum of two slides for this section, highlighting the key elements through visual cues. Check our guide on how to present an executive summary .

The next slide should disclose all the reasoning behind the business plan proposal, why this plan is being presented at this present moment, and projections of how the plan aligns with the current market trends.

Presenters can share the analysis done by the Market research team as long as it’s made clear which problem is relevant to the current market trends that this business plan aims to solve.

Mention all the references used to arrive at the conclusions expressed so data is backed with meaningful sources.

Any corporate PPT template can help you craft this slide, but presenters can also boost their performance through the use of infographics . If your solution for the selected problem involves a complex process, consider using a process flow template to expose the step-by-step justification of this proposal.

Use a SWOT template to showcase the Strengths, Weaknesses, Opportunities, and Threats of this business opportunity.

Make sure the SWOT diagram is legible. Work your way to meet the same aesthetic style despite speeding up the process with templates. Mention the tools used for gathering the information for this SWOT Analysis in the footnote and ensure the audience understands which information elements help you reach conclusions in each quadrant. Check our guide on how to create a SWOT analysis and see if your business plan requires a SWOT or SOAR analysis . 

Every business plan is scoped under a niche or industry sector. With this slide, describe the sector in which the proposal is immersed. Communicate its value,  list the actors involved, and describe their high-level relationships.

List the analyzed competitors. Communicate their attributes. The competitors’ comparison in business plan presentation can be visually explained using tools from the Blue Ocean Strategy framework, like the Strategy Canvas . 

The competitive intensity of an industry sector is studied through the Porter’s 5 Forces model. This intensity expresses how attractive the industry is. Explain the conclusion in each force showcasing the model.

First, introduce the variables identified as important for the industry sector, citing the insight’s source. Secondly, drill down each variable and break down the different trend dimensions ( PESTEL ) 

• Use a highly visual slide, like a dashboard template , to introduce factual data regarding the trends over a specific time period. Growth rates must be represented in time frames of over 180 days to evaluate the trend accurately.
• List the critical variables (consumers, product, production capability, and financing) briefly.
• Disclose how each variable can affect pricing and your position within the niche for that trend. Presenters can refer to case studies from successful competitor stories on how they responded to trend changes in the niche.

When presenting the value chain, we ought to articulate the sequence of activities the company handles to create value within the business plan. Start by breaking down the value chain into its key components, briefly explaining the stages from inbound logistics all the way through customer service. It is important to highlight the linking point between each stage and express the value of coordinating team activities to enhance overall efficiency.

We can use flowchart diagram templates as visual aids for the audience so they can understand the process sequence. Check our guide on how to make a flowchart .

Present the identified Market and its Segments. Continue explaining how conclusions were driven through the analysis and sizing of the market.

Presenters can use target market analysis templates , market segmentation templates , or TAM SAM SOM templates to compare their target market with the total available market. 

We recommend you check our guide on market segmentation for this process.

Then drill down with a Persona definition.

This study can be made by creating ideal customers, describing their demographics and psychological factors that make them prospective candidates to purchase the product or service this business plan presentation refers to.

Here is our guide on creating buyer personas . 

The Jobs-to-be-Done theory explains why certain customers are attracted to products and services and how those elements solve core problems in the consumers’ lives. 

A Perceptual Map is a tool we can use to measure the consumer perception of different products/services in the same market. This can be particularly useful if our value proposal is to brand ourselves as cheaper alternatives to already existing solutions. Check our guide on perceptual maps for further information.

Check our guide on the Jobs-to-be-Done framework and add suggestions to the business plan presentation.

Stage 2 – Business Model

To describe the  Business Model in your Business Plan Presentation, use the business model canvas analysis tool. Display your design in one slide.

For specific sections of the BMC, you can add slides if you need to drill down for further details. In our experience, the following sections require a deeper level of explanation.

List the Segments targeted in your Business Model. You can include a slide with additional information and segment size. Reference the Market analysis explained earlier to justify the selection or which were the pivots applied.

In order to explain the reasoning behind the Value Proposition and how it serves the segments selected, you can use the Value Proposition Canvas tool to explain the logic behind this selection.

The Value Proposition outlines the unique benefit our product or service offers the market and why customers should choose our offer over potential alternatives. Since we have already analyzed the potential buyers and presented the market, it’s time to deliver that value proposition using our best assets: customer testimonials, report data, surveys, etc.

As testimonials often weigh the most in established brands, be sure to present this information through a narrative that showcases why your product or service had a positive impact on the life of that customer. You can use customer testimonial templates to give an extra boost through visual aids.

Explaining how much the customers will pay for the product/services is critical to understanding the viability and profitability of the business. Showcase for each segment the pricing model and the engagement terms.

The Income Model expresses the sources of revenue for our business plan. This has to be in relationship with the pricing strategy for established businesses. Lean startups can work concerning their minimum viable product (MVP) and then elaborate with projections for future releases or changes in their income stream structure.

At this point, companies need to present the sources of revenue depending on their origin:

• Product Sales
• Subscription Model
• Freemium Model
• Partnerships with other brands in different niches
• Advertising and Sponsorships
• Monetization

Check our guide on pricing strategy models for more information about how to present this point. You can use revenue stream templates to represent this data in style.

Drill down the cost structure categories and relate them to the Value Chain explained earlier. Show a cost breakdown chart to make it easier for the audience to understand their weight in the total costs.

As this step can be a bit complex to articulate, we recommend you check our guide on Cost Structure to see how you can resume all that information in one slide.

At the business model stage, distribution channels should be briefly introduced since they will be mentioned again in the Distribution Plan . In some industries, it is important to highlight which channels are chosen over others for the sake of revenue and faster operation.

Our Distribution Channels PowerPoint Template is a perfect resource for this.

Presenting the strategic partnerships for the business plan is a way to prove the plan’s potential reach and success factor. On this behalf, companies must list which resources they are sharing with their business partners regarding expertise, technology, distribution channels, or capital, as these elements will impact the cost structure.

You can use the Business Partnership PowerPoint Template to present this information in a professional-looking format.

Stage 3 – Implementation

The business plan is designed to offer a product, deliver a service, or combine both. At this stage, the business plan presentation drills down on how the organization will build/deliver the product/service implementing the business model outlined earlier.  

Describe how the company operates regarding human capital and its roles. Presenters must describe to the audience the hierarchical structure, responsibilities, and how they play a role within the value chain.

You can use Org Charts to represent the roles and responsibilities in the organization visually. It is also advisable to highlight the expertise and experience of the management team, as it helps to build trust.

The Human Resource Plan must refer to your planned recruitment, training, and employee onboarding. Which talent will be required, and how is it planned to build the different teams of the structure.

Check the Go To Market Strategy guide and describe how the Business Plan will enter the market and overcome the initial barriers. Continue with the Marketing Plan limited to 1-2 slides resuming the plan’s tactics to increase brand awareness and the selected channels for this strategy. 

You can use the Marketing Plan Templates help to speed up the process by focusing on the content to fill rather than the design or creating complex charts from scratch.

Present the sales plan describing the full sales process, lead generation, nurturing customers, and conversion strategies.

Use Sales PowerPoint Templates to visually illustrate your sales process, like the Sales Pipeline Slide Template for PowerPoint , which depicts the process from lead acquisition to a closed deal.

Check our guide on Sales Plan for further information on this topic.

This step refers to presenting the product/service development plan, the Quality Assurance processes behind its validation, and your company’s commitment to a continuous improvement process based on surveyed data or customer feedback.

We can refer to testimonials, user case experiences our team successfully troubleshot, or experiences we learned from competitors in the same niche.

Presenting the distribution plan involves addressing logistics topics, supply chain , and sharing fulfillment strategies. Although we already presented the potential distribution channels, this is the step in which you detail how each will interact and their impact on the estimated revenue. 

Present one slide mentioning your company’s approach to these channels, if applicable:

• Direct Sales (either physical store or e-commerce)
• Retail Partnerships
• Wholesalers or Distributors
• E-Commerce marketplaces

This step involves two different approaches depending on the kind of industry we’re in. For traditional business, inventory management in a business plan presentation must highlight how the inventory will be handled to minimize transportation costs or overproduction. Projections must be shown per quarterly period and take into account seasonality if it has a significant impact on the required storage capacity.

On the other hand, e-commerce companies have to present their online infrastructure to secure the product’s availability 24/7, how customer tickets are handled when the customer cannot access the product, server costs, and how we prevent online leaks.

Stage 4 – ROI and Risk Evaluation

This section will outline the Financial Plan of your Business.

Showcase the financial structure, including equity, debt, and potential investors, at the moment of kick-starting this business. It is a good practice to consider the initial funding slide to be a brief summary of those points, with particular emphasis on the funding needs.

Cash Flow Diagrams , Comparison Chart templates , and Timeline templates to showcase when funds help to meet each of the plan’s milestones are good ideas to represent the elements on this slide.

Income and expense projections must be presented over a defined time period by using graphs or charts to clearly visualize the trends supporting each change.

Break down the revenue sources with clear, identifiable icons to showcase: product sales, subscription fees, advertisement, affiliates, etc. Sales estimations have to be realistic and conservative, as they will be contrasted with the production, marketing, administrative, and personnel costs to leave a gross profit margin calculation. 

Evaluation of Projected Return vs. Required 

Demonstrate the feasibility of your business plan. Start by presenting the profit margins in relation to the projection of income and expenses, then introduce the break-even analysis .

Presenters can make their message more relevant by presenting an ROI calculation and contrasting it with industry benchmarks in the same niche. By following this approach, presenters prove how the ROI offered by this business plan aligns with the investment’s risk projection.

Presenting a risk evaluation analysis in a business plan presentation involves introducing both risks and their mitigation strategies. 

Risk Management templates , like the ROAM framework, can help organize potential risk sources by their severity and impact on the organization. A pyramid diagram can be used to demonstrate how risk management can be delegated across the organization to completely eradicate the risk factor depending on its severity. 

The elements you should consider presenting are mainly regulatory changes, market changes, competitors (new or existing), and financial crises. 

The final point in our business plan presentation involves summarizing how key variables can influence the projected returns in our plan. Examples of these variables can be sudden increases in raw materials (affecting production costs and sales prices), a new pandemic (affecting workforce capacity and shortage of raw materials), geopolitical situations like war, etc.

We highly recommend presenting these critical variables using scenario analysis techniques according to measured data. Introduce best-case, worst-case, and most likely-case to give a full panorama of how your organization is prepared against any contingency.

An often overlooked point in a business plan presentation comes when listing the bibliographical information used to craft the business plan. Follow these steps to ensure a professional outcome for this slide or document.

• Use a title like: “Bibliography,” “Source Credits,” or “References.” If your business plan presentation cites examples from other companies, use a “Works Cited” section.
• References are usually shown in the APA style, but the MLE or Chicago style can be requested depending on your location or situation.
• Maintain a consistent style in terms of reference style used, font, text size, and formatting options across the entire slide deck. Footnotes or in-text citations can be used for important data.
• Verbally acknowledge your sources when required throughout the course of your presentation. This helps to establish credibility and respect for other people’s work rather than just dropping a slide with chunks of text.

This section will cover the most commonly asked questions on delivering a business plan presentation.

How many slides should my business plan presentation list?

This will depend entirely on your niche and the complexity of the business plan. Generally, work with at least 15 slides and no more than 30. It is best to use an extra slide rather than overcrowd an existing slide with tons of information.

What is the best format to present a business plan?

There are different options to present any business plan, so the selected option will mostly consist of the presenter’s preferred style and the audience’s age and interests.

• PowerPoint Presentation : You can start from a blank slide and go all the way through a professionally designed PPT template . PowerPoint documents allow you to present images, text, audio, videos, and any kind of graphic to help you convey the core ideas behind the business plan. They can work with any PC or Mac device, as well as mobile devices.
• PDF Documents: This can be a choice made in a hurry or by preference. Sharing a PDF document can work, but you must include the fonts used in the original document, as some compatibility issues can be present. 
• Pitch Deck : Rather than doing a lengthy business plan presentation, a pitch deck consists of a maximum of 15 slides to deliver your proposal concisely. This is the typical approach we can see in TV shows like Shark Tank. 
• Video Presentation : In some cases, using a video in a business plan presentation is relevant, especially if we are to introduce an innovative product in the market. You can use videos to showcase features, present services in a live format, introduce your team, and plenty of other options.

Are printables required in business plan presentations?

Although they are not required, using supplementary material in business plan presentations can be useful. You can prepare reference material for investors, especially involving complex data like graphs in an amplified format (and reference the slide in which they appear and vice versa).

Providing a printable to accompany your business plan presentation helps to give an image of professionalism and respect to your proposal.

What are the don’ts of writing a business plan?

The main purpose of this article is to craft and deliver a business plan presentation. Still, we would like to clarify some common errors seen in business plans that typically affect the performance of the presentation.

• Using overcomplicated language : Jargon or unnecessary acronyms may confuse spectators who are not in touch with all the details relevant to a particular industry. 
• Ignoring the audience : Not considering the variety of interests among investors, partners, and team members can hinder your presentation.
• Neglecting/underestimating competitors : Any realistic business plan considers the existing competitors in their niche and perhaps potential newcomers. Not doing so will leave you unprepared to present a doable business plan.
• Ignoring Risk Assessment : Omitting the Risk Assessment analysis and mitigation strategies does not respect the value investors and your team have. 

How long should the business plan presentation be?

As a general guideline, try to fit your business plan presentation between 20-30 minutes. Some complex plans may require additional time to be presented.

Does the presentation need to be tailored to different audiences? 

Using this tactic can be a winning factor for both investors and your team, as you prioritize effective communication for the roles they are relevant. Take these items into consideration for tailoring the presentation for specific needs.

In-Company Presentation

The focus should be on goal accomplishment and the strategies targeted to the team’s roles. Emphasize how teamwork is the pathway to success and how each individual contributes to the bigger picture.

If new technologies or knowledge are required as part of the business plan implementation, then this is the moment to disclose that information and inform the process to coach the team into it.

Board Meeting

Whenever delivering the business plan presentation to a board of directors, focus on the strategic goals, financial projections, and KPIs. 

Showcase how this business plan aligns with the company’s core values, mission, vision, and long-term strategy. 

Potential Investors

Presenting your unique value proposition, potential ROI, and highlighting the market opportunity is extremely important. Focus on selling your business model and vision with accurate financial projections and growth strategy. 

Dedicate some minutes to present your industry’s competitive landscape and answer why your product or service is a better offering than what competitors produce.

As we can see, creating a business plan presentation is a process that can be time-consuming if we lack the required business plan presentation tools to turn data into visually appealing formats. 

Remember to work concisely without losing the big picture of what you intend to explain. Your presentation is the entry point into the heart of your business; therefore, by adopting a structured approach, you can deliver an experience that engages, inspires, and builds confidence. 

Finally, let’s see some business plan PowerPoint presentation examples & business plan templates that you can use to speed up the presentation design process and save time.

1. Coffee Shop Illustration Business Plan Slides

Create your new business plan presentation with quality vector illustrations for Coffee Shops. Ideal for cafeterias, coffee bars, barista giftshop stores, bookshops and more.

Use This Template

2. Real Estate Business Plan PowerPoint Template

Realtors looking to start their own agencies should take a look at this attractive selection of slides with tailored real estate vector illustrations. These presentation plan slides show the different stages that a prospective buyer may incur, from hiring the services of a Real Estate agent, checking different properties, to finally buying a home.  Graphs and charts are included in vivid colors that are fully editable to meet the required branding.

3. Restaurant Business Model PowerPoint Template

As we’ve seen with the previous cases, these vector images depicting typical restaurant activities can help us build a business plan presentation sample to discuss with our team prior to an important meeting. Save time and money by introducing these professional designs into your presentation.

4. One Pager Business Plan PowerPoint

To briefly summarize the objectives of your business plan, work in-team with this one-pager business plan slide. Ideal to take notes, give a general picture of the current status of the business plan and key growth opportunities.

5. Business Plan PowerPoint Templates

If you want to create the best business plan presentation, this slide deck can make that task 100% easier. Containing all the elements described in this guide, introduce your data and prepare to deliver a powerful speech.

6. Flat Bold Business Plan PowerPoint Template

Another slide deck intended for those looking at how to make a business plan presentation that delivers a memorable experience. With a minimalistic design approach, it perfectly balances formal elements and impactful visual cues to help increase your audience’s retention rate.

7. Car Sharing Business Plan PowerPoint Template

Create the next Uber-like car-sharing service with the help of these carpooling vector illustrations perfectly arranged in a cohesive business plan slide deck. Presenters can explain the ins and outs of their business model with highly detailed graphics that grab the attention of potential investors. Check it out now!

8. Beauty Salon Business Plan PowerPoint Template

Business plan presentations don’t have to look formal or boring. This slide deck is geared towards beauty salon businesses, especially for those targeted to women. Chic design, bold color scheme, and extremely useful tools like a pricing list to present an idea like a subscription-based model where consumers see the total value of their investment.

9. CrossFit Business Plan PowerPoint Template

Finally, we list an option filled with tools and gym vector illustrations for those looking to start a gym business or CrossFit academy. These illustrations were crafted with care to express the core idea on every single slide, such as human-shaped graphs to present relevant KPIs.

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Business Planning, Business Presentations Filed under Business

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The Easy Guide to Making a Business Plan Presentation

Failing to plan is planning to fail.

That’s why a business plan is crucial to your business. If you want to make sure that the promising business idea in your head is feasible, you have to start with a business plan .

Visuals make anything easier to understand. That’s why including them in your business plan presentation is a foolproof way to ensure that it’s readily welcomed by your audience and digested without confusion.

By no means is this business plan template limited to presentations; you can also include these diagrams in your business plan documents to make them more readable.

Following are downloadable Simple Business Plan Templates

• Business Plan Template PDF
• Business Plan Template Word
• Business Plan Template PowerPoint

What is a Business Plan?

Benefits of using a business plan presentation, executive summary, company profile, customer profiles.

• Perpetual Map
• Porter’s Five Forces

SWOT Analysis

Pest analysis, competitor profile.

• Competitive Intelligence

Marketing and Sales Strategies

Organizational structure and management, product canvas, value proposition canvas.

• Financial plan

Common Mistakes to Avoid When Creating a Business Plan Presentation

Faqs about business plan presentations, want to extend the guide to creating a business plan presentation.

Let’s start by clarifying the business plan definition.

A business plan is a document that describes your business in terms of what it does, the products and services it offers, your business strategy and business goals, and your action plan outlining how you plan to achieve your goals and earn money.

The main purposes of a business plan are to

• Show the future financial performance of the company and its economic situation for the owners and investors.
• Help identify risks that may affect the growth of the company and provide strategies to overcome them.
• Help make predictions about market trends, competitor behavior, customer requirements and define and prioritize key business objectives .
• Serve as a key resource for developing budgets

Clarity and Communication

A business plan presentation helps you communicate your business idea, goals, and strategies with clarity. It allows you to distill complex information into concise and visually appealing slides, making it easier for your audience to understand and grasp the key points. Presenting your business plan in a structured and organized manner enhances clarity and ensures that your message is effectively communicated.

Engaging and Persuasive

A well-designed and well-delivered business plan presentation can be highly engaging and persuasive. By using visual aids, such as graphs, charts, and images, you can capture the attention of your audience and create a memorable impact. Effective storytelling and compelling visuals can help you convey the value proposition of your business, showcase market opportunities, and convince investors, stakeholders, or potential partners to support your venture.

Feedback and Interaction

Presenting your business plan allows you to receive immediate feedback and engage in discussions with your audience. This feedback can be invaluable in refining your business strategy , identifying potential gaps or weaknesses, and addressing questions or concerns. The interactive nature of a presentation enables you to have a dialogue, gather insights, and build relationships with key stakeholders. It also provides an opportunity to demonstrate your expertise, passion, and confidence, which can further strengthen your credibility and increase the likelihood of securing support or funding for your business.

The Key Elements of a Business Plan

A business plan should contain the following key components.

• Executive summary
• Company profile
• Market analysis
• Marketing and sales strategies
• Organizational structure and management
• Services and products

Although this comes first, it’s smarter to write it at the end. The executive summary of your business plan should explain what is great about your business model and its products or services.

It should be concise and appealing to the reader. And it’s easier to write a meaningful summary once you have filled in the rest of your plan.

Your company profile should provide details on,

• Company history
• Overview of the company
• Mission Statement
• Key resources
• Business contact information
• Products or services
• Location details
• The market you serve
• Your key customers
• The customer issue you seek to solve

All these details can be presented in a much nicer way with an infographic like the one below. It’s easier to read and understand and more compact and clearer than paragraphs of detail.

Market Analysis

Through a market analysis , you can find enough detail to define your target market, its size, customer segments, and their needs.

Your market analysis should also include a competitor analysis, where you will research your key competitors in terms of their influence in the market, their strengths and weaknesses, the threats they pose to you, their products and services, their pricing plans, their marketing strategies etc.

Some visual techniques you can use in this section to present your data are

These aptly summarize all your findings on your customers such as their demographic details, jobs, responsibilities, needs, challenges etc.

Perceptual Map

This tool helps you depict and analyze how your (potential) target customer perceives the brands or products of your competitors. It helps you make sense of your product or service’s competitive positioning through the survey data at your hand.

Porter’s Five Forces

This tool is used to assess your business competitive strength and position against your competitors. Using it you can understand whether your new product or service is profitable.

SWOT analysis is a great way to determine the strengths and weaknesses of your competitors and the opportunities and threats they bring to you within the industry. You can also use it to assess the capabilities of your own company.

More on SWOT Analysis: What, Why and How to Use Them Effectively

PEST stands for Political, Economic, Socio-Cultural and Technological factors. It’s a great way to examine how the external forces in your market can impact your company. It will also help you shape your marketing strategy and develop your risk management plan.

View More More on SWOT Analysis: PEST Analysis Tools

All the details you have gathered on your competitors, such as their sales numbers, strategies, partners, suppliers etc. can be organized here. It’s a great way to prepare your competitor analysis data to be added to your business plan presentation.

View More Competitor Analysis Tools

Competitive Intelligence Mind Map

Or you can convey these data in a mind map. You can use Creately Viewer to add this to your online documents, websites, intranet, Wiki, or business plan presentations. This way you can view any links included in the mind map and navigate through it easily.

You can learn how to use these tools along with other useful techniques in more detail in;

View More Market Strategy Planning Tools

This is where you outline how you plan to market and sell your product. It’s easier to do now as you have extensive knowledge about your market, target customer and your competitors.

With your marketing strategy, you have to consider factors like your marketing or communication channels, marketing goals, marketing budgets, resources etc.

With your sales plan , pay attention to your sales targets, sales tools, resources etc.

You can use mind maps to visualize all this data to your audience. You can either use two mind maps to outline your sales and marketing strategies separately or a single mind map to showcase both.

Marketing and Sales Plan Template

If you want separate a marketing plan and sales plan, check out the templates below,

• Marketing Plan Template for Business Plan Presentation
• Sales Plan Template for Business Plan Presentation

Who are the key personnel involved in your organization? List them down in this section along with their expertise.

Use an organizational chart to represent your team, their roles and skills. It can help you highlight the hierarchy of your organizational structure as well.

Services and Products

This section explains your services or products and how they can benefit the customers. Here are some visualizations you can use to make this section more interesting to your audience.

Product canvas is a tool used to map, design and describe your product strategy. It takes into consideration your target audience, the important features of your product decided by storyboards , epics, design sketches, mockups , and the tasks you need to carry out to build the product.

Learn about this in more detail here .

It’s a tool you can use to ensure that your product or service fits the requirements of your customer. It helps you look into

• The value you can deliver to the customer via your product or service
• Which customer problems/s that you are trying to solve
• Which is the job that your product helps the customer to finish
• Which customer needs you are satisfying
• What are the different products you are offering to each customer segment

Financial Plan

This is the section where you provide all financial information related to your business. This section is required if you are presenting your business plan to investors.

It will include both historical data such as cash flow statements,profit and loss statements, income statements etc. and financial projections based on the impact of your new product.

If you are pitching a new product to your investors, you may also want to include your funding requirements.

For a business plan presentation, you can use a digital database of your financial information with a simple Creately mind map. You can link up all your financial statements on your mind map.

This way anyone who refers to the mind map can easily access the linked resources from one single place.

Overloading with Information

One of the most common mistakes is including too much information on each slide. This overwhelms the audience and makes it difficult for them to follow along. Keep your slides concise and focused on key points. Use bullet points or visuals to convey information effectively.

Lack of Visual Appeal

A presentation that lacks visual appeal can fail to engage the audience. Avoid using too much text and opt for visually appealing elements such as images, graphs, and charts. Use a consistent color scheme and fonts that are easy to read. Make sure your visuals support your message rather than distract from it.

Ignoring the Audience’s Needs

It’s essential to consider the needs and interests of your audience when creating a presentation. Tailor your content to address their concerns and provide relevant information. Avoid using jargon or technical terms that your audience may not understand. Focus on presenting the most compelling aspects of your business plan that align with their interests.

Lack of Practice and Rehearsal

Presenting a business plan without sufficient practice and rehearsal can lead to a lack of confidence and a disjointed delivery. Practice your presentation multiple times to become familiar with the content, timing, and transitions. Rehearse in front of a mirror or a small audience to receive feedback and improve your delivery.

By avoiding these common mistakes, you can create a compelling and effective presentation that effectively communicates your business plan to your audience.

In this post we have explained how to create a business plan presentation step-by-step. Make use of the templates that are provided to make your presentation more eye-catching and easy-to-understand.

Here are some more tips on making your presentation a hit.

Join over thousands of organizations that use Creately to brainstorm, plan, analyze, and execute their projects successfully.

More Related Articles

Amanda Athuraliya is the communication specialist/content writer at Creately, online diagramming and collaboration tool. She is an avid reader, a budding writer and a passionate researcher who loves to write about all kinds of topics.

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Business Plan Presentation templates

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10 Tips for Creating a Winning Business Plan in PowerPoint If you're presenting your business plan in PowerPoint format, read this first.

By Entrepreneur Staff Feb 10, 2015

In their book Write Your Business Plan , the staff of Entrepreneur Media offer an in-depth understanding of what's essential to any business plan, what's appropriate for your venture, and what it takes to ensure success. In this edited excerpt, the authors offer some quick-hitting tips that can help you create an effective PowerPoint presentation for your business plan.

Creating a PowerPoint presentation, or deck, for your business plan is a quick, to-the-point means of revealing your best selling points to those reviewing it, while still sending over your more detailed plan.

The question is, how do you organize and minimize the breadth of a business plan into a short PowerPoint presentation? First, it's recommended that you use the 10–20–30 rule: 10 slides, 20 minutes and a minimum 30-point font.

Follow these additional tips to create a winning deck:

1. Your first slide is your title slide, which provides the name of the business, your name, title and contact information, plus a slogan if you have one. During the presentation, you can read the slide and add in a sentence that describes what it is you do.

2. The next slide should introduce a problem that persists and is relatable to your target market. Statistics can help you support your comments, but cite only a couple at best. You want the audience to relate to the problem or at least understand how it affects others.

3. The third slide should get to your solution. Briefly describe in simple terms how your business has figured out how to alleviate the problem you mentioned in slide 2. Make sure the audience understands that you have a unique approach. You might also add a few words to support your overall value proposition.

4. Next, you want to explain how you'll make money. What are your revenue sources? Who are your customers? What is your pricing structure? Then talk briefly about how you expect to profit.

5. Now present a little more detail on your operating plan. How does it all work? Self -service? Kiosks? Personal service? From buying the goods to marketing them to sales and shipping, give your audience a short summary of how it all works. Include a little technology—remember, "a little!" This is where you may need a second, visual slide to show how it all works.

6. Now it's time to present your marketing plan in a few short words. After all, if you're going to create dynamic advertising and promotional campaigns, what better way to start than briefly explaining how you plan to market the business? Give some specifics, rather than saying "on the Internet" or "on TV." Let your audience know you have a plan for marketing and can keep it within a reasonable budget.

7. Mention your key competitors—but be nice. Then explain what gives you the competitive edge.

8. Talk about your team. Remember, people invest in other people. This is where you introduce your team, with a few very brief highlights (one line) of each member's background that relates to the business at hand.

9. This next slide should show a clear financial projection with a three-to-five-year forecast. Explain the method you used to arrive at your numbers.

10. Finally, show them where you are at present. What have you done thus far, and how are you looking to move forward sooner rather than later? Present a positive call to action based on what you've accomplished to date and what you'll accomplish in the future.

There are many ways to go about putting together your deck. And yes, if you need to go to 12 slides, do so, but try not to go longer.

A few additional tips:

• Don't use jargon. Not everyone is deeply embedded in your industry.
• Don't post slides, then read them word for word. Your audience can read. Show something that's easy for them to digest, and use your comments to provide a little deeper explanation. This way, you present more information, some printed and some verbally.
• Take a breath between slides so you don't start motoring along.
• Don't focus on technology, technology and more technology even if you're a technology company.
• Don't overload slides with too much material—people can only read and digest so much.
• Remember, less is more. Don't try to pack too much into a PowerPoint presentation—your listeners can always read the full plan for more details.

Entrepreneur Staff

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35+ Best Business Plan Presentation Templates

We handpicked a collection of modern and creative business plan PowerPoint templates you can use to walk through a pitch, investor presentation, or an overview of your business plan. The perfect way to present your next business plan in style!

Corporate Business Plan Template

With this template, you can create business plans, pitch decks, slides for reports, guidelines, and much more with ease. All of the slides are customi...

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Planr Business Plan Presentation Template

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FAQs About Business Plan Presentation Templates

What is a business plan presentation template.

A Business Plan Presentation Template is a pre-made design framework meant to showcase a business plan in a well-structured, visually appealing manner. These templates provide a standard layout that aims to present the content of the business plan efficiently and compellingly, making it easier for the audience to understand and retain key information.

These templates often include slides for detailing the company overview, mission statement, market and competition analysis, marketing and sales strategy, financial projections, etc. Since they are customizable, they allow personalization to cater to specific business needs or personal preferences.

Why should a company use a Business Plan Presentation Template?

Using a Business Plan Presentation Template comes with several advantages for a company. Firstly, it saves time and effort since it eliminates the need to create a presentation from scratch. Companies can instead focus on just inputting accurate, insightful information about their business plan.

Secondly, the professional design of the template ensures a positive impression on the target audience, be it potential investors, partners, or employees. The standardized format allows for easy understanding, making the presentation more effective in conveying the message.

How can I customize a Business Plan Presentation Template?

Typically, Business Plan Presentation Templates come with editable elements. These range from texts to images, graphical elements, color schemes, and more. You can modify these as per your business needs. For instance, you can substitute placeholder texts with your company's real data, change colors to match your brand identity, or adjust graphs to represent your financial figures.

Most editing can be done directly in the software tool where the template was created (like MS PowerPoint or Google Slides). For more complex modifications or if you're unable to do it yourself, you can hire a graphic designer or use design platforms like Canva.

Where can I find Business Plan Presentation Templates?

There are many platforms on the internet where you can access Business Plan Presentation Templates, both free and paid. Online office suites like Microsoft Office and Google Workspace offer a wide variety of business-related templates, including those for business plans. Other platforms like Canva, Template.net, and SlideModel specialize in providing professionally-designed presentation templates.

Before selecting, ensure that the template is appropriate for your business type and model, and that it includes all the necessary sections required in your business plan. Also, check if the template is compatible with the software you intend to use for your presentation.

What should be included in a Business Plan Presentation Template?

A comprehensive Business Plan Presentation Template should include several key sections. These typically comprise an Introduction or Company Overview, Executive Summary, Mission and Vision Statements, Detailed Business Description, Market Analysis, Organization and Management Structure, and Description of Products or Services.

Furthermore, it should include sections for Marketing and Sales Strategy, Funding Request (if applicable), Financial Projections, and a Conclusion or Summary. However, the sections might vary depending on the needs of the business or the specific purpose of the plan.

How to Make a Business Plan in PowerPoint

• Small Business
• Business Planning & Strategy
• Making Business Plans
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The Best Way to Save a Word Document Into a PowerPoint Document

How to enable developer on the ipad, how to transfer from powerpoint to flash drives.

• How to Remove a Hidden Footer From Microsoft PowerPoint
• How to Convert a PowerPoint to Word and Make It Editable

Business professionals commonly use Microsoft PowerPoint to present general information regarding a finding or concept. It is also a powerful tool for presenting a business plan. Making your plan in PowerPoint instead of a standard word processing document allows you to discuss your plan while others view it on a screen.

Load PowerPoint and press "CTRL + N" to start a new document. Click "From Designer Template" from the "New" panel.

Choose a template consistent with the theme of your business plan. For instance, if your business plan is regarding a phone business try to find a professional template that contains a picture of a phone. Most PowerPoint templates come with three main elements — a cover slide, title page slides and content slides where you can place your bulleted lists of information.

Enter the title of your business plan on the cover page of the chosen template. Add the name of each proposed business owner along with the date.

Enter each section of your business plan on each title page slide of the presentation. That includes the executive summary business description and marketing plan.

Summarize the details of each section of your business plan using bullet points on each content slide. PowerPoint requires brief concise bullet points. Focus on the most important details and expand on the information later when you perform your presentation.

Create your financial statements and any charts in Microsoft Excel, which is PowerPoint's sister program. Copy (CTRL+C) the information you've entered in Excel, then paste (CTRL+V) it to a blank PowerPoint slide in your "Financials" section toward the end of the presentation.

Save your PowerPoint business plan and update as needed.

• The University of Texas at Austin: Getting Started with Microsoft PowerPoint
• Compose a full written plan in a word processing document to supplement your presentation.

Louise Balle has been writing Web articles since 2004, covering everything from business promotion to topics on beauty. Her work can be found on various websites. She has a small-business background and experience as a layout and graphics designer for Web and book projects.

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How To Write a Business Plan On Just One PowerPoint: A Free Template

StrategyPunk

Business plans are a great way to map out the future of your business and how you can reach your goals. They help you clarify your ideas, set realistic objectives, and identify potential challenges upfront.

A well-written business plan will help you sell your company and attract investors or backers. It’s also crucial to finding funding for new operations and expansion opportunities. A business plan is not just for the big businesses either; even start-ups need to know where they're going and how they’ll get there.

Introduction

A business plan is a roadmap for your company. It will help you determine where to take your business, what that looks like, and how you’ll get there.

A business plan can also serve as an outline of all the activities and information your company needs to provide investors to entice them to finance your venture or give you money for expansion. In other words, a business plan is your company’s sales pitch—or, more accurately, it’s the main reason why anyone should trust your company enough to hand over their capital investment or trust-based service contract.

A well-written business plan will help you sell your business idea and attract investors or backers. It’s also vital to finding funding for new operations and expansion opportunities.

If you don’t have time to create one from scratch, we have good news: you can start with our FREE PowerPoint template .

What is a Business Plan?

A business plan is a comprehensive document outlining a company's future and its products or services. It is a strategic blueprint for a business venture or expansion. The document outlines the financial forecast, the strategy for marketing and distribution, and the targeted customer base.

A business plan is not a marketing plan. Business plans highlight the strategic and financial aspects of a venture, while marketing plans determine how an idea will be promoted and executed.

Tips for writing a good business plan

Business plans are mainly written for potential investors, lenders, and potential employees.

Avoid jargon

Investors want to read something easy to understand. Jargon may sound impressive, but no one will understand it, so it will confuse the reader.

Avoid using too many numbers.

The business plan is mainly about presenting data, so it is better to use many charts and graphs to make it easier for investors to understand.

You can use a structured writing style.

Structured writing is the preferred style for business plans. It contains the following elements: introduction, overview, strategies, organization, performance, and conclusions.

Could you make sure your plan is actionable?

Business plans should be able to get the reader excited and lead them to take concrete actions in the form of action steps.

Steps and Questions to Write a Business Plan

Define your business.

What is the product or service offering? Who is the targeted audience? What will customers get from this product or service?

Analyze your industry

What is the current market condition? What are the competitors’ pricing strategies? What are the customer demands? What are the customers’ buying behaviors? How is the product or service positioned against competitors? What is the business model?

Create a strategic plan.

What are the goals and milestones for each financial forecast? What is the business model? What are the marketing strategies? Who are the potential customers? What are their buying behaviors?

Create the financial plan.

What is the profit/loss (p&l) forecast? What are the costs? What are the cost drivers? What are the expenses? What are the expenses drivers? What are the key performance indicators? What are the control measures? What are the assumptions?

Create the human resources plan.

Who are the stakeholders? Who are the key players? What are the challenges? How will those challenges be addressed? What are the milestones for each challenge?

Create the product/service development plan.

What are the features/benefits of the product/service? What are the timelines? What are the customer feedback/reviews? Could you tell me the key features to be added/improved are?

Create the marketing plan.

What are the marketing strategies? Who are the potential customers? How will they be reached? What are the advertisements? What are the promotional activities? What are the customer service/support channels?

Create the financial analysis plan.

What are the fundamental financial metrics? What are the assumptions? What are the key assumptions? What are the critical economic drivers? What are the indicators? What are the risks? What is the sensitivity analysis?

Finally, summarize everything in the one-page business plan template

Summarize the complete business plan in a one-page document.

What to Include in a One-Page Business Plan

A few components are vital to every business plan, no matter what industry or funding stage you’re seeking.

You immediately want to grab the reader’s attention in the one-page business plan. This is your one-two-punch pitch: On one page, tell them what you’re trying to achieve and how you will do it. Our one-page business plan template includes:

Problem to Solve

Problem statement - Which problem are you trying to solve? Identifying and having a good understanding of the problem is crucial before you get started on your business.

Mission & Vision

Could you explain the purpose and direction of your business?

Market Analysis

Could you explain the attractiveness and the dynamics of the market?

Competitor Analysis

Could you identify the main competitors to determine their strengths and weaknesses?

Customer Segments

Could you explain to the customer groups or businesses that you aim to sell your products or services?

Marketing Strategy

Detail the strategy to market the products or services to customers.

Business Structure

Could you explain to me the entity you want to form and the organizational setup?

Key Financials

Summary of the critical financial information and financial projections for the future Of course, there are different types of information and content to explain your business plan in a one-page form. You can adjust the categories to your needs. Our PowerPoint template is fully editable.

You aim to provide or pitch information management, and investors must decide on your company. You don’t want to overwhelm them with unnecessary details or make them work too hard to find the information they need.

A sample one-page business plan template

If you’re still having trouble combining all these components into one document, don’t worry.

We’ve developed a great template that offers all the standard business plan components and an outline for filling them in. This free PowerPoint template is 100% editable.

Why should you write your business plan in PowerPoint?

If you’re writing your business plan on PowerPoint, you can mix your text and bullet points to create a visual presentation. This is an excellent way to break down some of the more significant components in your business plan, like the company overview or marketing plan.

Yet, PowerPoint presentations are challenging to distribute, and if you want to share your business plan with others, you’ll need to convert it to PDF.

How do you write a business plan for one page?

What should I include in a one-page business plan? Describe the issues your business and product will address, the state of the industry, your target audience, the critical facts about your business, your launch plan, how you will sell your product, the financial plan, how much investment you need, and why now is the right time to start.

A business plan is a crucial part of any company’s growth strategy. It can help you secure funding, attract investors, and attract potential employees.

It’s also a great way to organize your thoughts and set goals for your company's future. We’ve found some free templates to help you get started, and we’ve also provided a few tips for keeping your business plan short, clear, and compelling.

This one-page business plan template is perfect for anyone who wants to start a business but needs more funds to hire a professional to create a plan. It's 100% free, fully editable, and includes a free PowerPoint template for easily creating a professional-looking presentation. So what are you waiting for?

Get started on your business presentation today with this free business plan template!

One-Page Business Plan Template 

Powerpoint template and google slides, please subscribe and sign in for a free download of the template in google slides or powerpoint format..

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Free PowerPoint Strategic Planning Templates

By Courtney Patterson | May 30, 2024

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We've collected the top dynamic, editable strategic planning templates in PowerPoint for business strategists, project managers, and executives. 

Included in this article, you’ll find the following:  

• Basic strategic plan template
• 3-year strategic plan template  
• 5-year strategic plan template
• Annual strategic plan template
• Strategic plan progress review template
• Growth strategic plan template

PowerPoint Basic Strategic Plan Template

Download the Basic Strategic Plan Template for PowerPoint

When to Use This Template:  Use this template when you need to communicate a clear strategic plan on a single slide. It's perfect for startup pitches, team meetings, or any scenario that requires a straightforward, impactful presentation of your strategy. 

Notable Template Features:  This template helps small business owners and startup founders distill complex strategic concepts into a digestible, one-page format. Its streamlined design ensures that essential information is conveyed clearly and succinctly, making strategic planning accessible and actionable. 

Dive into this collection of  free strategic planning templates , where you'll find helpful frameworks to implement your strategic vision.

PowerPoint 3-Year Strategic Plan Template

Download the 3-Year Strategic Plan Template for PowerPoint

When to Use This Template:  Use this template when your business is ready to map out the next three years with specific goals and plans. It's great for use when you step into a new phase of growth and need a clear path forward. 

Notable Template Features:  This template’s straightforward layout makes it easy for midsize businesses to track their progress and adjust plans over a three-year period. Each section is designed for clarity, helping you break down goals into yearly milestones and actions. 

Explore these  free nonprofit strategic plan templates , featuring resources for crafting and executing strategic plans in the nonprofit sector.

PowerPoint 5-Year Strategic Plan Template

Download the 5-Year Strategic Plan Template for PowerPoint  

When to Use This Template:  Use this template when deciding where you want your business to be in five years. It's perfect for use when you're setting big goals, such as expanding your company or launching new products.

Notable Template Features:  This five-year strategic plan template is packed with features to help you lay out every step of your journey to success, including an easy-to-follow implementation roadmap. It also features sections for an executive summary and key objectives and initiatives, as well as detailed instructions to help users outline annual goals, actionable steps, and key performance indicators (KPIs). 

See these  free workforce planning templates for help navigating the workforce planning process.

PowerPoint Annual Strategic Plan Template

Download the Annual Strategic Plan Template for PowerPoint

When to Use This Template:  Use this template at the start of the year or any time your team needs to reset and focus on what's coming up in the next 12 months. This template can also be useful at the end of a fiscal year to evaluate progress and set new goals. 

Notable Template Features:  This template simplifies yearly planning, featuring sections for establishing distinct goals, actions, and deadlines. The visually engaging slides include space to write a detailed introduction, vision and mission statements, market analysis, SWOT analysis, year-over-year strategic focus, and more. 

Explore our detailed  guide to using strategic planning frameworks and models for a wide range of complimentary resources and advice from experts.

PowerPoint Strategic Plan Progress Review Template

Download the Strategic Plan Progress Review Template for PowerPoint    

When to Use This Template:  This template is perfect for strategy updates or project milestone assessments. It’s specifically suited for strategy officers, project managers, or team leaders aiming to provide a snapshot of progress and plan for the future. 

Notable Template Features:  This template includes easy-to-understand visual aids, such as charts and progress indicators. It enables quick identification of successes and challenges, streamlining the decision-making process so that you can keep all teams strategically aligned.

PowerPoint Growth Strategic Plan Template

Download the Growth Strategic Plan Template for PowerPoint  

When to Use This Template:  Use this template for strategic planning sessions focused on scaling your business, especially when you're eyeing new markets or aiming to boost your company's footprint. Growth strategists and business development managers will find this template particularly useful when plotting the course for expansion and revenue growth. 

Notable Template Features:  This template includes dedicated sections for mapping out market opportunities, defining growth strategies, and setting clear, measurable targets. Designed for clarity and impact, it includes visual aids such as growth trajectory charts and action plan timelines, making it a powerful tool for teams driving business expansion.

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65 Free Action Plan Templates For Excel, Word, PDF, PowerPoint, and Google Docs

Last Updated on April 1, 2024 by Owen McGab Enaohwo

Featured Bonus Content: Get 65 Free Action Plan Templates! Click Here To Download It.

If you don’t want to spend years wishing you achieved your goals, you need to act on them now. The best way to do so is to have an action plan.

Having a long list of tasks to complete can be overwhelming. As you see the list grow, you may lose the motivation to do any of them. That said, if you have a step-by-step action plan that spells out your chores in achievable pieces, you can accomplish them without noticing.

Action plans assist in keeping track of your work progress. With an action plan in place, you’ll have an official start and end date, as well as an estimate of how long each step will take. You won’t have to spend mental energy each day trying to decide when and how to start. 

Also, you can use an action plan to keep track of your project budget and determine whether you need to change your time or resource estimates.

In this in-depth post, you’ll learn what an action plan is, why you need one, and how to make action plan templates on Microsoft Excel, Word, PDF, PowerPoint, and Google Docs.

We’ll also answer some frequently asked questions about action plans. Finally, we’ll give you access to 65+ free, editable, and downloadable action plan templates for Word, Excel, PowerPoint, PDF, and Google Docs.

Let’s get started.

Chapter One: What is an Action Plan and Why Do You Need One?

Chapter Two: Action Plan Templates For Excel

Chapter Three: Action Plan Templates For Word

Chapter Four: Action Plan Templates For PDF

Chapter Five: Action Plan Templates For PowerPoint

Chapter Six: Action Plan Templates for Google Docs

Chapter Seven: How to Make an Action Plan on Excel, Word, and Google Docs

Chapter eight: action plan templates frequently asked questions (faqs), chapter nine: create and manage your action plans using sweetprocess.

Every situation benefits from having an action plan. It is a simple success roadmap if used judiciously. In your job, business, or personal endeavor, a well-designed action plan will highlight what to do at every point and assist you in tracking achieved tasks. 

For instance, do you want to switch to a tech career by a specific age? An action plan helps you consider your existing qualifications, identify your existing strengths, and point you to the courses you’re going to need to take to successfully achieve this transition. You can also include the top tech organizations you’ll hopefully transition into.  

If you’re working on a project, the action plan forces you to consider the number of resources you have at your disposal, the complexity of the project or objective at hand, and the level of detail necessary when executing the project. 

What is an Action Plan?

Action plans are communication tools that simplify complex tasks and initiatives. It is an organizational strategy framework for identifying steps that you must take to achieve a goal. 

When using an action plan, you should consider and map out specific tasks to help the organization set quality standards and save costs. This enables you to avoid trial and error as much as possible. 

An action plan is a social planning tool. With it, you can document actions that serve as a symbol of a company’s or nation’s accountability. 

For instance, an action plan might be used by a city to express plans to enhance a neighborhood. This could involve plans for adding green spaces, services, living streets, and better rail service.

Why You Need an Action Plan

Many companies have a growth strategy, but nothing gets done at the end of the day. This happens because they have no action plan to follow to provide a roadmap for how and when to complete each task. 

Your action plan is a working document that makes your strategy a reality. As a result, you achieve your tasks and allocate resources to your team for efficient job implementation.

You need an action plan so you can:

• Focus on specific goals

Action plans provide you with the framework to efficiently execute specific tasks, so you complete your work without distractions. 

• Logically complete tasks

It assists you in completing your tasks in a logical order and ensures that you do not overlook or miss any essential steps. 

• Effectively delegate tasks

Action plans make it easy to determine when you need to delegate or outsource tasks. The document quickly points you to what job to outsource and how to do it. That way, you’ll save time and effort as you’re able to delegate tasks that slow your progress or do not achieve the end goal for your business. 

• Efficiently keep records 

Having an action plan lets you document the time and resources you’ll likely spend on tasks. This way, you stay motivated and ensure that you complete your job in as short a period as possible.

• Avoid procrastination

With an effective action plan, you’ll avoid procrastination. This is because an action plan provides you with a visual map that documents achievement in a structured manner. As a result, it helps you see your progress when you need to complete each job faster. 

What You Should Include in Your Action Plan

Action plans are likely to fail for two reasons: You may not take action as written on the document, or you fail to include the essential points to make the path to success clear in the action plan.

When creating an action plan, here are the specifics to include to use it efficiently.

Define your goal

You need to understand your goal before creating an effective action plan. Having this at the top of your action plan motivates you to keep moving forward.

State the actions 

Write out the step-by-step actions that are involved in doing every task. This will help you to achieve your set goals and minimize decision fatigue.

List the persons in charge 

Mention the employees who will be handling each step. This introduces accountability to your action plan and creates a sense of responsibility in the mind of stakeholders.

Timeline 

You’ll be less likely to achieve your goals if you don’t attach your set goals to a particular deadline. Having a deadline for each step keeps you on your toes to effectively deliver your tasks.

Resources 

Identify the assets you need to allocate for each step. When resources are not available, your action plan will experience a delay. Therefore, in your action plan, ensure that you include plans to acquire the necessary resources to meet your project delivery deadline. 

Potential barriers 

Be mindful of the factors that can potentially hinder the completion of each step. Considering this will force you to have mitigation strategies in place for every foreseeable problem that arises.

Track your progress

It won’t be fair to realize that your goals won’t be met at the end of your task. You should track your progress to avoid this. Not tracking each process leads to mistakes and inefficiencies, and you’ll waste time going back to fix your errors. 

Why Use an Action Plan Template?

Are you a worker who wishes to enhance your job performance, or a project manager whose task is to delegate responsibilities to team members? 

You need an action plan to help organize human and material resources. With this, you can identify a clear route to meet your objectives and confidently manage related tasks in the most effective sequence to attain your goal.

But creating an action plan from scratch could be time-consuming for you. Hence, the need for an action plan template.

Action plan templates are industry-specific, ready-made documents that you can instantly download and use. 

You need to use action plan templates because they not only help you stay motivated and track your progress toward your goals, but they also help you save time as you can adopt them very quickly.

Whether you’re working alone or with others, action plan templates guide you in all categories of your work and can be a reference for those who should be held responsible for each task. Using an action plan template helps you prevent delays and errors.

Action plan templates enable you to transform your vision into attainable objectives and tasks. 

How to Make an Effective Action Plan

To make an action plan, here are steps to consider:

Step 1: Define the problem

The first step to solving a problem is to understand what it is. By identifying the problem, you can assess the circumstances surrounding the problem and examine possible solutions.

At this point, you’ll consider all ideas and ask for feedback from your team and the parties interested in solving the problem. 

Step 2: Gather and analyze information

The next step is to gather and analyze the collected data to support or reject whether the problem exists or has a different root cause than you anticipated. 

You would figure this out by asking questions like: 

• What is the root source of the problem?
• What do others think about the situation? 

Step 3: Define and prioritize the problems

In cases where you find there are more problems than the ones you envisioned, there is a need to prioritize them so that you may focus on the most pressing issues first. 

Ask yourself the following questions to assist you in sorting the concerns:

• Which issue is likely to cause more problems?
• Which problems have the most considerable influence on the operation’s long-term financial stability?

Step 4: Write a goal statement for each solution

Now that you’ve identified the problems and gathered information associated with it, write out the goals’ statement for each solution using the S.M.A.R.T framework. Setting S.M.A.R.T. objectives or goals means the goals are specific, measurable, attainable, realistic, and timely. 

You should then look through the solutions and analyze them for difficulties. If you identify any, then find a solution as you proceed.

Step 5: Put solutions into action—the action plan

Next is to itemize the actual steps to solve the issues. 

An action plan developed this way will let you complete your tasks effectively and efficiently. It will also transform your elusive goal or strategy into a people-oriented solution. 

Then create your resulting action plan. This should answer what, when, how, where, and who.

Step 6: Evaluate your process

Walk through each action’s process. Evaluating the process is the best strategy to determine if the goal and action plan effectively resolve the issue. 

Sticking to a well-designed monitoring technique will assist you and your team in determining when the action plan requires revision.

Chapter Two: Action Plan Templates for Excel

Excel is an intuitive tool for creating an action plan template. We’ve compiled some free action plan templates for Excel below, which you can download, tweak, and use for your organization.

• Work action plan template 

Click here to download the Work Action Plan Template

The work action plan template contains a list of actions you must complete to accomplish a simple project. In addition, it has sections documenting needed resources, possible difficulties, and results. 

You can use your action plan to structure tactics and modest stages toward reaching long-term objectives. 

• Corrective action plan template

The corrective action plan template lets you spell out the steps needed to deal with an issue disrupting your organization’s operations. 

Businesses can streamline their procedures and remove errors when they use these templates. Corrective action can take numerous forms, including training, product redesigns, and other enhancements. This template enables users to make a cohesive action plan. 

• Mentoring action plan template

A mentoring action plan template identifies the mentor and mentee relationship’s actions and goals. With this template, you’ll have the themes to focus on to help your mentee define their professional goals.

• Excel sales action plan template

The Excel sales action plan template helps you plan your sales targets using the built-in flexibility of an Excel spreadsheet. This sales plan template is segmented into 12 months and divided into product lines. 

It includes columns for last year’s performance, current sales goals, and outcomes. It also lets you create a yearly sales strategy and compare statistics across products and over time.

• Maintenance action plan template

A maintenance action plan template is a document that outlines what must be done to keep assets in a facility in good working order. The information in the template will assist you in ensuring that an asset is used to its full potential. You can keep track of maintenance schedules using the estimated time column, and check and record accountability when the task is complete.

Chapter Three: Action Plan Templates for Word

Microsoft Word is one of the most straightforward tools for making an action plan template. It provides you with easy-to-use features to achieve an easy-to-read, comprehensive document.

Here are some free action plan templates for Word, which you can

download, tweak, and use for your organization.

• Project action plan template

The project action plan template provides you with a place to document the steps needed to finish a simple project or goal. In addition, it identifies the vital tasks you need to focus on to deliver your projects within timelines successfully. 

• Blank action plan template

The blank action plan template outlines a series of stages or activities that must be done to complete the work or task correctly. It helps you keep track of task accomplishments and the money and equipment needed to execute the action. 

• Sales action plan template

A sales action plan template outlines what you’ll do to meet your sales objectives, with an emphasis on the transactions and relationships you can build with clients.

Things included in this template are: 

• Who your top customer segments are
• Your revenue target
• How to structure your teams for success 
• Sample corrective action plan template

A sample corrective action plan template helps you lay out the process of prioritizing and correcting specific hazards or deficiencies in running your organization. In addition, it helps you to deal with any issue that may disrupt your workflow. 

It has sections to streamline your work process while eliminating errors.

• Startup action plan template

This startup business plan template includes the essential elements you’ll need to pitch investors and stakeholders on your business idea and strategy. 

An executive summary, a financial overview, a marketing plan, specifics on product or service offerings, and more are all included in the template.

• Personal development action plan template

The personal development action plan template provides you with an assessment for personal growth in the context of professional goals, education, relationship, or self-improvement. This is usually based on awareness, values, reflection, goal setting, and planning.

• Non-profit action plan template

A nonprofit action plan template outlines your organization’s current state and lays out a strategy for the next three to five years. It also details your objectives and plans for achieving your organizational goals. 

You need to consistently update your charity business plan to reflect your changing goals and circumstances.

• Account action plan template

The account action plan template provides your sales team with practical and effective strategies for transforming major account relationships into long-term partnerships. 

It serves as a tool for the sales team to plan and manage the account and keeps critical developments up to date for management. It’s also used to maintain control of the account’s performance.

• Basic action plan template

The basic action plan template contains sections to focus on when achieving your fundamental goals. It allows you to create action stages that you can prioritize and keep track of when completing your project while you measure progress and evaluate performance. 

• Education action plan template

An education action plan template allows you to monitor the progress of a new educator through the set objectives toward a goal of achieving professional growth. Also, it provides instructional assistance and comprehensive assessment across educational boards. 

•   Sample action plan template

This sample action plan template allows you to manage your work and complete tasks on schedule. It provides you with information such as the purpose of your plan, instructions for using it, goals, and action items. 

It also allows you to add the timeframe for completion, who is responsible, resources, potential hurdles, communication strategy, evaluation method, and so on.

•   Simple action plan template

The simple action plan template allows you to keep track of the tasks that must be accomplished daily to achieve a larger goal. You can document your objectives, task list, success criteria, timeframe, and available resources. Each page has a label where you may enter information about your firm in addition to tables and images.

Chapter Four: Action Plan Templates for PDF

You can easily create your action plan templates in PDF format. We’ve compiled 20+ free action plan templates for PDF, which you can

•  Recruitment action plan template

The recruitment action plan template helps you recruit potential partners for your company. It includes responsibilities for recruitment and appointment, and recruitment timing so that potential partners are tracked and approached on time.

• Team action plan template

The team action plan template includes sections for listing team members and keeping track of attendance at multiple planning sessions. 

It also includes all of the necessary components for producing an effective action plan for a team with a straightforward layout that makes group work more accessible. 

•   Epilepsy action plan template 

The epilepsy action plan template includes a section for healthcare providers and patients to collect data about the patient’s health. 

This template encourages healthcare practitioners to use a shared decision-making approach that allows the person with epilepsy and their family to engage as partners in all healthcare decisions in a collaborative relationship.

•   Emergency action plan template

The emergency action plan template outlines detailed procedures for dealing with any work-related situation that is likely to occur. An emergency action plan is a written strategy that specifies the proper response to several unforeseen emergencies. 

This template makes it easy to create and share emergency action plans that include names and phone numbers for emergency personnel, utility company emergency contacts, and training plans.

• Business action plan template

A business action plan template lays out the needed resources to achieve a goal, creates a timeframe for completing specific activities, and determines the resources required to achieve the business’s aim. 

This template has sections for recording required resources, future challenges, and ultimate outcomes. Successful completion of an action item may be the end outcome, or you might have discovered more actions needed during the process. 

• Incident action plan template

The incident action plan template is a written document that outlines the incident objectives and the techniques used to manage them over the operating time. 

It contains critical information on who to contact in an emergency, task assignments, resources, and safety requirements, based on the incident objectives.

• 90-day action plan template

A 90-day action plan template contains a framework for onboarding, acclimating, and educating new team members. It establishes expectations for what the person is expected to do in the first 90 days including learning and performance objectives.

A 90-day action plan template helps you set short- and long-term goals for new employees.

• Affirmative action plan template

An affirmative action plan template defines your company’s attempt to provide equitable employment opportunities and encourage employee progress regardless of gender, ethnicity, disability, or veteran status. Based on federal rules, affirmative action should be reviewed and updated at least once a year.

• Strategic action plan template

A strategic action plan template provides you with steps needed to achieve strategic actions. It allows you to mobilize the resources needed to carry out those activities to ensure timely task delivery. 

• Housekeeping action plan template

The housekeeping action plan template shows how to recruit and train housekeeping staff. It delineates the goals and objectives for training as well as the training stages. 

• Human resources action plan template

The human resource action plan template provides a continual process of systematic planning beforehand to ensure that the organization’s most important asset (quality employees) are used to their full potential. 

Human resource planning ensures that employees and jobs are a good match while preventing labor shortages or surpluses.

• Church emergency action plan template

A church emergency action plan template is a document that provides answers to all questions of what, where, when, how, and who in a church emergency event. 

The more detailed the plan is, the less valuable time will be lost in a calamity. In addition, this plan can provide information on a familiar gathering spot in an emergency, ensuring that no one is left behind.

• Physical fitness action plan template

The physical fitness action plan template allows you to complete the daily fitness routine. By completing the fitness action plan you reduce the chances of developing certain illnesses and diseases that may arise due to inactivity. Physical activity aids in the maintenance of healthy bones, muscles, joints, as well as weight management. 

• Company emergency action plan template

The company emergency action plan template documents all the critical and significant information to create a solid emergency action plan. This template comes with various headers, sections, and fields that you can modify to suit your company’s specific needs.

• Discipline action plan template

A discipline action plan template contains the information necessary to maintain a company’s or organization’s standards of behavior. In the workplace, the purpose of discipline is to correct wrong behavior step-wise and document each step in the process. 

A disciplinary action policy can shield you from legal implications while also preventing issues from impacting your staff and company. 

•   Diving emergency action plan template

The diving emergency action plan template provides explicit instructions to help uneducated witnesses contact emergency personnel and provide them with details about diving accidents.

In an emergency, processing too much information wastes time. So information that includes a scuba-specific emergency hotline, standard emergency numbers, and diving locations are essential. 

• Personal mental health action plan template

The personal mental health action plan template makes personal health goals simpler for you, although planning personal health does take time and effort. 

Still, the template emphasizes the significance of prevention while also recognizing the critical role of mental health in achieving health for all individuals.

• Early years action plan template

The preschool or early years action plan template allows you to create the school action plan for your children, making it easier for them to learn and grow. 

As a teacher, you must establish an action plan for your students to benefit both the students and yourself.

• Library action plan template

The library planning action plan templates aid institutions in addressing broader shifts in how information is sought, accessed, and consumed so that students prepare ahead for success in an increasingly data- and knowledge-based world. 

Higher education institutions can use library strategic planning to save money, control rising student fees, and meet accreditation requirements.

• Presentation action plan template

The presentation action plan template provides a blueprint to prepare slides or collections of slides that you can use for a meaningful presentation. It includes layouts, colors, fonts, effects, background styles, and content to guide your presentation.

• Gender action plan template

The gender action plan template contains a road map for gender activities that a company or organization has adopted. 

Its goal is to make institutions’ operations more gender-responsive, transformative, effective, efficient, and successful by redressing existing gender disparities and redefining women’s and men’s gender roles and relationships through gender mainstreaming guidelines.

• Church mission action plan template

A church mission action plan template provides a hopeful and optimistic glimpse into the future. It’s the church’s inspiring, long-term plan for what they’ll be able to do, who they’ll help, and how they’ll be seen in the future. 

• Wellness recovery action plan template

A wellness recovery action plan template is a framework that teaches how to make positive personal adjustments in your feelings and how you respond to life’s obstacles. 

It is a self-designed preventive and wellness planning technique based on mutuality, self-determination, and the concept that resilience, recovery, and wellness have no bounds.

• Employee action plan template

An employee action plan template contains an incorporated performance planning process that maps out the steps an employee plans in order to achieve a particular goal or objective. 

It provides a process that an organization must develop to identify and prioritize their actions and identify quick and simple changes to demonstrate to employees that it is committed to implementing an action plan in response to employee engagement feedback.

• Family emergency action plan template

The family emergency plan template is a valuable document that helps you identify each family member’s roles in an emergency and guides you and your family members to work together as a team in the event of a disaster. 

It’s an essential aspect of any preparedness strategy and may help protect people’s lives, limbs, and property before, during, and after a disaster.

• Advertising action plan template

A marketing action plan template is a crucial tool that can assist your marketing department in determining the subsequent measures to take to improve the company’s marketing procedures. 

It has both a marketing strategy and an action plan. The vision, goals, and target audience of your organization are defined in the strategic component of the design.

• Printable action plan template

The printable action plan template provides you with a solid reference point for gathering and printing actual copies of action plans without the need for any special software or device. In addition, it gives ease in writing on them and highlighting essential portions of relevant themes. 

• Internal audit corrective action plan template

The internal audit corrective action plan template helps you adhere to the step-by-step instructions to conduct the financial inspection of your company. In addition, it allows you to determine cost-saving strategies and reveal spending deficiencies.

It is the state where you can discover the answer to your financial situation’s nonconformity. The strategy aims to avoid and regulate the recurrent problem. It addresses the issue at its source and reduces the likelihood of recurrence.

Chapter Five: Action Plan Templates for PowerPoint

PowerPoint helps you visualize your action plan. Here are some free and downloadable action plan templates for PowerPoint, which you can download, tweak, and use for your organization.

• Meeting minutes action plan template

The meeting minutes action plan template contains written notes taken during a meeting. They emphasize the essential subjects debated, motions made or voted on, and activities carried out. 

You can use the meeting minute template to keep track of your project or company meetings. This easy-to-follow, step-by-step template for minutes contains a formatting style that everyone in the conference will appreciate.

• Task action plan template

A task action plan template is a document that outlines the steps necessary to achieve your goal. A solid action plan will specify all of the required procedures to attain your goal and assist in reaching your target efficiently by giving each stage in the process a start and end date. It also breaks down the goal into short, quantifiable activities, which might assist in achieving your objectives. 

• Project planning timeline

A project planning timeline template encompasses the whole duration of your project, from beginning to end, and includes the dates of each deliverable and project milestone in chronological sequence. It allows the project manager to see all the tasks in one spot, making planning easy.

Chapter Six: Action Plan Templates for Google Docs 

Google Docs helps you create action plan templates for your business

from scratch. Here are some editable and downloadable action plan

templates for Google Docs, which you can download, tweak, and use for

your organization.

• Retention action plan template

The employee retention action plan template contains an easy-to-edit format to assist with adjustments to the employer-employee contract. Using retention action plan templates makes it easy to keep your valuable human resources team . 

Some of the standard components of the retention action plan include survey and exit interview analyses, the employer’s strengths and weaknesses, the retention plan’s purpose, and finally, the exact measures to be implemented.

• Reading action plan template

The reading action plan template outlines the steps you’ll take to reach your reading objective. This involves the reading exercise, rewriting the learned concepts through the recall process, and taking meaningful notes. Maybe you need to ace an exam or teach an idea to others; the reading action plan template is a tool to achieve reading success.

• One-page action plan template

A one-page action plan template allows every organization, particularly new start-ups, to quickly develop new versions of their business plan to keep track of the most recent assumptions and strategy changes. 

Sequential planning is essential when you’re starting your business plan. List your original assumptions, and then try to validate the assumptions. Most of your premises will be incorrect, and you will need to shift course.

• Employee engagement survey action plan template

As the name implies, an employee engagement action plan template provides a strategy that necessitates deliberate action. The goal of an employee engagement action plan is to help your team members become more engaged, have a better working environment, and increase staff retention. 

An employee engagement action plan is an essential process that organizations should go through to determine the activities to improve the organization’s structure. However, you must demonstrate the changes to your staff through employee feedback and meetings.

• Work action plan template

The work action plan template is a detailed work plan template that guides you in achieving success in your initiatives. The steps of the work plan, as well as critical data, are clearly described. The template also makes it easier to focus on the most vital issues like: 

• What resources are available?
• What resources are required? 
• What are the points of resistance you must address? 
• What is your strategy for each step’s communication?
• Change management action plan template

A change management action plan template can assist you in document management including tracking document owners and responsible parties. 

You’ll need a change management strategy to thrive in business. During the control and execution stage of your change management plan, this template describes all of your duties in managing and controlling change.

•   Company action plan template

The company action plan template sets out every piece of a standard business plan to help you develop your own. It includes space for companies seeking investment to add finance information. 

• Personal action plan template

If you want to achieve your goals systematically, use the personal action plan template. A personal action plan template can influence you to achieve more productive and efficient results. 

• Sales and marketing action plan template

The sales and marketing action plan template outlines how you intend to attract, engage, and convert prospects into paying customers. The template directs marketing and sales in their day-to-day actions, assisting them in defining agreed goals, and strategies for achieving them.

• Compliance corrective action plan template

Compliance corrective action plan template includes compliance action plans to ensure that your organization and staff follow the standards you’ve set for a work environment, as well as the standards set by local and national governments. 

The contents, such as actions and tasks, must be as precise as possible so that your team members understand what needs to be done right away.

• Easy action plan template

An easy action plan template consists of a list of actions or tasks that must be accomplished to achieve the goals you’ve set. This easy action plan template will guide you to get through the disorderly situation and help you reach your goals faster. 

• Stay interview action plan template

A stay interview action plan template includes a planned conversation that a leader has with each employee to understand the precise steps that must be taken to improve the organization’s engagement and retention.

•   Rescue diver emergency action plan template

The rescue diver emergency action plan template provides potential diving accident victims the aid and guidance to help themselves and assist rescuers during response.

• 100-day action plan template 

A 100-day action plan template provides you with a structure to onboard, accommodate, and educate new team members. It outlines expectations for what the person should do in the first 100 days, including learning and performance goals.

• 30-day action plan template 

A 30-day action plan template provides you with a structure for figuring out how to onboard and educate new team members . In addition, it defines expectations for the individual in the first 30, 60, and 90 days as they learn to manage social media.

• Case management action plan template

A case management action plan template allows case managers to record, plan and execute case actions. It includes the overall administration of cases and ongoing monitoring and evaluation of service needs.

• First aid action plan template 

The first aid action plan template assists you in dealing with a health crisis. Following it helps keep a person breathing, lessen their discomfort, or mitigate the effects of an accident or unexpected sickness before the ambulance comes.

You can take first aid training so you can recognize an emergency and provide basic first aid until expert help comes.

Below are some ways to make an action plan template. 

How to Make an Action Plan in Word

Word is a popular commercial word processor created by Microsoft. It is included in the Microsoft Office productivity package and is available as a standalone application.

You can create an action plan on Microsoft Word.

Here is how to do so:

• Open your Microsoft Word application

Select a blank document on your Microsoft Word application home tab and click on create. This will create a new Word application for you.

• Insert table into the document

Next is to click on the “Insert” tab, then select “Insert Table.” Create a table of five columns and five rows.

• Type text into your table

Insert text headers: Action, Who, Due Date, Status, and Additional Action to your table. 

Then, under each header, state the action you want to achieve, who’s responsible for achieving it, the due date for completing the action, its current status, and additional tasks or actions that may arise from that task.

Below is a video tutorial that walks you through how to do this:

How to Make an Action Plan in Excel

Excel is a spreadsheet tool available as a web, mobile, and desktop application. It’s perfect for creating an action plan and similar to Google Sheets.

This is the step-by-step process for creating an action plan in Excel.

• Open an Excel spreadsheet

Open your Microsoft Excel spreadsheet and click on the “New” tab. Then double click on a blank document or click on the “Create” tab.

• Select a portion of the sheet 

Left-click, hold, and drag your cursor to the portion of the Excel spreadsheet that you want to use as your action plan.

• Give your area selection a border

After selecting, click on the icon as shown in the image below, then select “All Borders.” This will give the selected area a nice full border, making your selected area stand out from the entire spreadsheet.

As shown in the image below, type text in the headers of your table and label each as What, Who, When, Status and Comments.

Now you can fill in what your action is, who will be in charge of it, when the action should be completed, the status of the completion, and any needed comments.

This video tutorial below shows how to create an action plan on Microsoft Excel:

How to Create an Action Plan in Google Docs

Google Docs is a word processing tool that comes with Google’s free,

web-based Google Workspace suite. It’s perfect for creating an action plan template similar to Microsoft Word. Its sweet spot is that it allows you to share the document with your team easily.

This is the process for creating an action plan on Google Docs.

• Open Google Docs from Drive

Make sure that you log in to your Google accounts. Then, from Google applications, open Drive, then open Google Docs as shown in the image below. 

• Title your action plan

Give your action plan a befitting title. 

• Insert a table

Now click on Insert, then Table. 

• Type in header text

After that, type in the header text and label each, as shown in the image below.

Below is a video tutorial on how to create and share action plan templates with your team:

Here are the answers to some frequently asked questions about action plan templates.

How do I make a simple action plan?

To make a simple action plan template, you need to: 

• Determine your goals. State what you want to achieve with your action plan. 
• Write down your objectives. It will be challenging to track what you want to achieve if you don’t write it down.
• Establish a deadline. Setting a deadline is the next step.
• Make a checklist. Create a list of your actions. 

What is a good action plan template?

A good action plan template guides you to achieve your goals and objectives and evaluate your progress.

Is there an action plan app?

Yes, there are different action plan apps. Examples are the 90 Day Action Plan on Google Playstore, My Action Plan app on AppStore , and InPhase Assurance app. 

You can also use SweetProcess iOS and Android apps as an action plan software to create and manage your company’s processes, procedures, and policies.

How effective are action plans?

Action plans are effective because they make your goals clearer. They also aid in forming consensus toward a goal and foster a sense of responsibility and accountability. 

What is the main purpose of an action plan?

The main purpose of an action plan is to specify the resources you need to achieve your goals and provide a schedule for when you must perform certain activities. 

How do I write a better action plan?

To write a better action plan, you should have a clear idea of what you want to achieve, then make the objectives quantifiable. After this, download the relevant templates specified in this article and tweak them to represent your required actions.

SweetProcess helps organizations document their company’s policies, procedures, and processes.

If you want your team members to achieve their goals on time and become more productive at work, you can use our software to do so.

Here are some companies who have leveraged the power of our software to manage their employees effectively and efficiently in one place.

Spark Marketer is a marketing agency for small- and medium-sized local businesses that want to leverage digital marketing to grow their businesses. Its dedicated team works closely with companies to navigate the digital space and achieve measurable results. 

The Nashville-based company has a track record of success working with chimney businesses in the home services space. It is committed to offering its clientele a custom experience and more than essential online services. They also create marketing campaigns focused on the unique attributes of each business to generate continuous income.

One of the biggest problems Spark Marketer faced was a lack of documentation. As a result, employees depended on tribal knowledge to get things done, which resulted in disorganization in the workplace. 

“When you’re doing work to a standard, then you can measure against that standard. Before, we would have these nebulous conversations when we had to let someone go: ‘Well, we don’t feel like you’re doing the job well.’ ‘Show me where I wasn’t doing it well, and I’ll change.’ This is horrible to admit now. I’m almost ashamed to say it but you know, there was no objectivity,” said Carter Harkins, co-founder of Spark Marketer.

Then they adopted SweetProcess to foster growth . Carter and his partner were introduced to SOPs by a business consultant, and they gave it a shot using Google Docs. However, they soon began to see the importance of documentation, and as their business began to grow, they realized that Google Docs was insufficient to sustain their growth. 

Carter said, “Growth causes you to think differently. You start realizing what got us to this point will not get us to where we want to go, so it’s time to shift gears. It’s time to look for efficiencies, so I started looking for systems that would help us document our processes more easily and more uniformly, and I just literally went out and started scouring the web.”

How SweetProcess Changed the Game at Spark Marketer

SweetProcess has a reputation as a results-oriented software. Like many businesses, the team at Spark Marketer has been enjoying the benefits of the system. Carter provides more details of how the software has improved operations at his organization.

1. Simplified process documentation

Capturing the right amount of information makes the difference in business process documentation . On the other hand, your processes may not be of much help if they are overly detailed and clustered—this is often the case when you use manual tools such as Google Docs for your documentation. 

“In a Google Doc format, you’re grabbing an entire section of text and moving it up above and just trying to organize things, but with SweetProcess, it’s super simple to break things out into new tasks and reorder them so that everything flows in a much more natural way.

2. Decentralized knowledge base

Documenting business processes goes beyond writing a bunch of information. There is a need to sieve out relevant information from the shaft and make it easily accessible by team members using a knowledge base software . 

“The ability to group things into procedural or process-based groupings has been a real change for us. For example, in Google Docs, it was just turned into one folder that was shared with everybody, and nobody knew exactly how to find what they needed.”

All that time spent by employees looking for specific information for their tasks could be used better, and SweetProcess made that possible. 

“SweetProcess not only standardized the format but made it easy to create the teams that we needed so that you only see the processes that you need to see, which makes it so much easier for people to go find what they need.”

Another company, Zen Media , is a public relations (PR) firm specializing in the tech niche. Established in 2009, the Dallas-based organization captures key moments in a brand’s life and turns those moments into the talk of the town. Plus, they have a track record of offering results-driven PR services to B2B and B2C brands worldwide. 

The new generation PR agency gives brands their desired level of exposure and ensures that this translates into money. It uses various techniques to measure the performance of its PR campaigns to understand their efficiency and round up the numbers. 

When Stephanie Chavez resumed her role as the company’s chief marketing officer, she found out that they had a series of great products that catered to their client’s needs but lacked operational structure underneath this excellent performance. 

“We were always producing great products and doing a great job for our clients; that wasn’t debatable. What was debatable was the ‘how can we streamline?’ and so that was one of the first things that I noticed,” Stephanie said. 

In the absence of a central knowledge base , employees relied on tribal knowledge to get by. Little could be done when the people who knew how to perform specific tasks were indisposed, holding the organization hostage. 

“What happens if one of the employees is out or sick? Every client is a little bit different—the way we research their content topics and their hashtags and whatnot, they are all different,” she said. 

Having noticed the structural gap in the organization, Stephanie was keen on finding the right system to resolve the problem. She found her answer when she attended a marketing class organized by a friend on LinkedIn. He recommended SweetProcess as an effective tool for streamlining business operations , and she checked it out. 

“Anthony talked about SweetProcess, and I thought, well, I’m going to check that out, and it’s been really wonderful. I have each department go through it, and we have a list of all the things that they do that are repeatable each month so that I can make sure, ‘Hey, what did you put in this month? Let’s run through it and make sure it makes sense to everyone.’”

How SweetProcess Raised the Bar at Zen Media

Read on to see exactly how SweetProcess facilitated the growth at Zen Media.

1. Employee onboarding and training

Hiring more employees is necessary as a business grows, but it is a challenge for many organizations to bring new hires up to speed with the processes and procedures in place. The team at Zen Media now enjoys a seamless onboarding process thanks to SweetProcess. Rather than going through a rigorous onboarding process, they direct new employees to the standard operating procedures in the system to get all the information they need about their duties.  

“When we hire new interns or employees, I send them to a whole bunch of the SweetProcess steps that we have, and I just send in the email, link it, and say watch all these, go through these processes, and that’s the very first onboarding process.”

Employee training on SweetProcess is not a one-off. New and established team members can always go back to the system if they doubt any process or procedure.

2. Quality control and assurance 

Achieving desired results at the workplace is more feasible when team members operate on the same level and produce consistent results. Beyond creating uniformity in organizational output, quality assurance and quality control help to win customer trust and loyalty as the customers are sure to get great results repeatedly. SweetProcess has helped the company work consistently as a team rather than individually. 

“It helps from a consistency perspective because everyone might be doing something a little bit differently, and I think it’s really hard to scale. Think about McDonald’s: if everyone in every franchise were making their hamburgers a little bit different, it wouldn’t be McDonald’s because you couldn’t expect the same thing every time. So by having everyone on the same page with SweetProcess, they can have a more efficient and predictable result.”

Want to improve efficiency in your team? 

Sign up for a 14-day free trial of SweetProcess today to create

and manage action plans at your organization. The best part? You do not need to add your credit card details to use the software for free.

An action plan helps you to achieve your goals. It transforms your vision into attainable results that boost your company’s growth. It also assists you in staying focused and success hungry. 

In this post, you’ve learned what action templates are and why you must use them to speed up your workflow instead of creating from scratch.

We also showed you 65 free action plan templates which you can download, tweak, and use for your organization.

Want to choose the action plan templates that are best to use for your

company? 

Click here to download the templates relevant to your industry , and get ahead of thousands of other businesses who have to build them from scratch. 

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Microsoft's Copilot tool is already freely available as a dedicated webpage, mobile app, and built-in Windows tool, offering quick and easy access to an AI chatbot that will answer your questions, generate content, and create images. But Microsoft upped its game with a Pro version of Copilot that kicks in more features and better access for $20 per month.

Also: Microsoft adds Copilot Pro support to iPhone and Android apps

The free flavor offers the following features:

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• Copilot availability in core Microsoft 365 desktop and web apps (Microsoft account required).
• Faster AI image creation with 100 boosts (100 images) per day using Designer .
• Ability to resize AI-created images between square and landscape formats without leaving Designer.
• Ability to create and share your own custom and tailored Copilot GPTs via a Copilot Builder tool .

Beyond using Copilot Pro at the Copilot website through any browser, you can launch it directly in Windows 10 or 11. Simply click the Copilot icon on the Taskbar. The Pro flavor is also accessible in the iPhone and Android Copilot apps . You can use Copilot Pro with a Microsoft 365 subscription in Windows, MacOS, and iPadOS. And you can even tap into the Pro flavor with the free Microsoft 365 apps on the web .

You should use Copilot free if…

1. you don't use microsoft 365 on the desktop or on the web.

For most people, the main advantage of Copilot Pro is the support for Microsoft 365. This means you're able to use AI to create and edit text and perform other advanced tasks in Word, Excel, and other apps both in the desktop suite and on the web. If you don't use any of the Microsoft 365 apps, then the other benefits by themselves probably aren't enough to justify the $20-per-month price tag.

2. You can get by with GPT-3.5 and non-peak use of GPT-4

GPT-4 offers some clear benefits over GPT-3.5, including faster and more accurate responses, longer prompts, a better understanding of context and nuance, greater creativity, the ability to solve complex problems, and fewer biased responses and hallucinations.

Also: ChatGPT vs ChatGPT Plus: Is it worth the subscription fee?

You can access both GPT models through the free version, though you may not be able to use GPT-4 during peak load times. In that case, Copilot will drop down to GPT-3.5. For many people, however, the sporadic GPT-4 access should suffice.

3. Your image generation needs are modest

Using the built-in Designer tool with DALL-E 3, Copilot is able to generate images based on your text descriptions. The free flavor limits the number of images you can generate, granting you 15 boosts (15 images) per day. If you don't need more, then the free flavor of Copilot will work just fine.

4. You already subscribe to ChatGPT Plus

ChatGPT Plus duplicates some of the benefits of Copilot Pro and throws in extra features such as the GPT Store and the ability to create your own custom chatbots. If you already pay $20 per month to subscribe to ChatGPT Plus , there's not as much reason to also subscribe to Copilot Pro. Save yourself some money and stick with the free Copilot flavor.

You should use Copilot Pro if…

1. you use microsoft 365 and want generative ai assistance for the apps.

With its AI skills, Copilot Pro will help you write and edit text and summarize documents in Word, generate formulas and analyze data in Excel, create presentations in PowerPoint, compose text in OneNote, and draft replies and organize your inbox in Outlook. If you use Microsoft 365 on the desktop or on the web and those AI smarts will help you write, create, and work faster, then Copilot Pro can easily be worth the price.

2. You rely heavily on GPT-4 and GPT-4 Turbo

With the Pro edition of Copilot, you won't get saddled with GPT 3.5, even during peak times. Instead, you can switch between GPT-4 and the latest GPT-4 Turbo model. 

If you use GPT-4 heavily and frequently throughout the day and require fast and reliable access all the time, then Copilot Pro gets the nod over the free version.

3. You need to generate a lot of images

While the free Copilot limits the number of images you can generate to 15 per day, the Pro version allows as many as 100. Plus, the image creation tends to be much faster. If you need to create batches of artwork, logos, and other images as part of your job, then you won't run into as many roadblocks with the Pro version.

Both the free and paid versions of Copilot let you edit your images inline without leaving the Designer tool. Copilot Pro goes a step further by allowing you to resize and regenerate images between square and landscape formats.

Also: The best AI image generators

4. You don't subscribe to other premium AI services

Depending on your job and workload, a paid AI service can help you be more productive. If you don't already subscribe to ChatGPT Plus, Google's Gemini Advanced , or a similar service, then Copilot Pro could be just what you need. And remember, you can always try it for a month and then decide if you want to continue or cancel.

5. You'd like to create your own custom Copilot GPTs

With Copilot Pro, you're able to create and configure your own Copilot GPT chatbots . You might try this if you want to design a niche and unique GPT devoted to a specific skill or resource. Using the Copilot GPT Builder, you can either chat with Copilot for AI-infused assistance or manually give your GPT a name, description, and instructions. When done, you can preview your GPT to make sure it works and then either restrict access just to yourself or make it available to anyone with whom you share the link.

Now, let's look at how and where to access the free and paid editions of Copilot.

Free version access at the website

To access the free version on the web, browse to the Copilot webpage . Choose a conversation style and then type your question or request at the "Ask me anything" prompt. On the right, you should see specific Copilot GPTs, including Designer for image generation, a vacation planner, a cooking assistant, and a fitness trainer. The website also offers access to Copilot plugins, such as Instacart, Kayak, and Open Table.

Free version access in Windows

More easily, click the Copilot icon on the Windows 10 or 11 toolbar. A similar interface appears where you choose the conversation style and then dive into your questions.

Free version access in the mobile apps

To use Copilot on your mobile device, download the app for iOS or Android. Choose your preferred conversation style and then submit your requests.

Paid version access at the website

To sign up for the paid version of Copilot, browse to Microsoft's Copilot Pro webpage . Click the button for Get Copilot Pro. At the subscription page, confirm your payment method, and then click the Subscribe button. 

Also: This iPhone app fuses AI with web search, saving you time and energy

After the payment process finishes, click the "Get started" button. You're taken to the Copilot webpage where you'll see Pro as part of the Copilot logo. The Copilot GPTs and plugins are all accessible in the Pro model.

Paid version access in Windows

After subscribing on the website, log back into Windows 10 or 11. Click the Copilot Taskbar icon, and the Pro version will pop up.

Paid version access in the mobile apps

Open the iOS or Android Copilot app and you'll see that Pro is now part of the logo, indicating that you're tapping into your Pro subscription.

Artificial Intelligence

Chatgpt vs. copilot: which ai chatbot is better for you, what is copilot (formerly bing chat) here's everything you need to know, chatgpt vs. microsoft copilot vs. gemini: which is the best ai chatbot.

Microsoft Edge for Business: Revolutionizing your business with AI, security and productivity

• Lindsay Kubasik

Safe browsing is more important than ever as today’s digital landscape sees increased hybrid work, growing SaaS adoption and AI integration into daily workflows. It can be a challenge to ensure your organization’s data is protected, no matter the device or user location.

To accomplish this, you need a browser designed to fit your needs, and that’s where Microsoft Edge for Business can help. It’s a secure enterprise browser, optimized for AI, and built for the unique challenges you face today. By tapping into the power of the Microsoft security stack, Microsoft 365 and Copilot with commercial data protection, Edge for Business secures sensitive data, while helping accelerate productivity.

Learn more about the innovations we are sharing at Build today:

Security & AI

Reduce browser data exfiltration with expanded screenshot prevention across more apps and AI tools

Improved leak protection in sensitive word, excel and powerpoint documents in edge, easily keep your estate up-to-date with edge management service, extend mda protections to edge sessions on unmanaged devices.

• Make Edge your own with organization branding

Productivity & AI

Get multiple AI services under control with Edge management service

Get videos translated in real time with edge.

• Browse together with Workspaces – now with AI and on mobile

Keep your browser tidy with tab auto-grouping

• Watch Edge for Business: secure, productive, optimized for AI

With a simple screenshot, it can be easy for your organization’s data to be exfiltrated to another party or shared with AI. To help stop this, we’re excited to announce that the data leak control capabilities in Edge for Business are expanding to support screenshot prevention policies. When these policies are set, screenshot attempts while using Edge on desktop will be prevented by showing a black screen instead of the protected content. This protection also applies to Copilot in the Edge sidebar so prompts and responses in Copilot cannot be captured by screenshot. These policies can be set across Microsoft 365, Microsoft Defender for Cloud Apps (MDA), Microsoft Intune Mobile Application Management (MAM) and Microsoft Purview. This will give your organization additional protection to help keep sensitive data from leaking.

Edge for Business support for screenshot prevention will become available in the coming months.

We’re also expanding the ability for Edge for Business to honor usage rights restrictions on Word, Excel and PowerPoint files marked as sensitive. You can now limit the ability for Copilot to reference highly sensitive content via sensitivity labels, as well as restrict screen capture. These advanced restrictions from sensitivity labels have not been possible in any browser until now. This expanded protection will allow Edge to take full advantage of the settings you can already apply to these documents in the desktop apps. It also builds on the editing, printing and copying protections already available in Edge today. With this exclusive and native browser support, you can have a greater peace of mind that your sensitive data has more safeguards when using Edge for Business.

This will be available in the coming weeks.

Ensuring that all browser instances are up-to-date is essential to defend against threat actors. Here’s how we’re making it easier than ever for you. The Edge management service was launched as a reimagining of how browser management and configuration should work for you. We’re continuing to invest in simplifying IT workflows and are excited to share that you can now get a single view into managed Edge instances. You can easily know which instances are up-to-date or not. If you need to enforce actions from there, you can schedule a one-time update or send a recommendation to the user to update their browser to prevent workflow interruptions. You can also add extra browser protections, such as disabling just-in-time JavaScript compilation, by turning on enhanced security mode. With this consolidated view of your Edge instances, you can stay ahead of threats and reduce vulnerabilities on your managed devices.

This will be available in public preview in the coming weeks.

With the rise of hybrid work, you may have noticed more unmanaged devices accessing your network. To help protect your data in Edge beyond managed devices, we have enabled unmanaged device support with Intune MAM to provide app protections and the ability to wipe organizational data.

To bring you even more protection, Edge for Business now has native support for session policies with MDA. This provides granular controls over site protections that let you take actions such as blocking or monitoring file downloads and uploads, clipboard actions and printing on unmanaged devices. These policies will be applied directly to users signed into Edge with their Entra ID. This will achieve better performance since there is no need for the proxy used in other browsers. And with no need for JavaScript-based enforcement controls, you gain better WebApp compatibility and more compliance for work resource access.

This is available in public preview today.

Make Edge for Business your own with organization branding

It’s hard work configuring your browsers to protect your data and provide a unified experience for your organization. To help this, you can customize Edge for Business to make it your own by applying your organization’s branding. Through the Edge management service, you can add your company name, color and logo to customize the look and feel. With visual cues in the profile pill, profile flyout and taskbar icon, your users will know that they are working in the browser you’ve configured to maximize their productivity and safety.

This is available today.

With the Edge management service, you have a one-stop-shop for managing AI in Edge for Business. Within a configuration profile, you can block public AI services that may not be compliant for your organization and also have fine-tune control over Copilot, such as enabling or disabling Copilot from accessing page content. You can also manage the browser’s AI features outside of Copilot, such as enabling or disabling text predictions, “Find on page” suggestions for websites, or AI generated themes.

There’s more video content available than ever, but much of it is inaccessible to large parts of the population due to language barriers and hearing disabilities. Real-time video translation uses AI to translate videos into available preferred languages in real-time through audio dubbing and/or subtitles. With just a few clicks, you’ll be able to open the door to watching many more video across a variety of languages. Simply click on the translate icon, select the current and preferred language, and let AI do the rest.

Real-time video translation is coming soon to popular video websites such as YouTube, LinkedIn, Reuters, CNBC News, Bloomberg, Coursera and more. It’ll be available from English to German, Hindi, Italian, Russian and Spanish, and from Spanish and Korean to English, with additional languages and video websites coming in the future.

Learn more here .

Stay organized with Workspaces – now with AI and on mobile

Workspaces help you organize your tabs by project, so you can quickly pull up a browser window with all the related tabs saved together. And now, Workspaces are getting even better with AI. Copilot and Bing search can create a workspace with pre-populated tabs to help you get started on your projects. In Copilot in Edge, simply type “Create a workspace for,” followed by the topic of your choice, and your workspace is automatically created with a selection of suggested websites. You’ll also see a pop-up box to help you create a workspace when you search your topic in Bing.

Now, you can kickstart your projects more easily while knowing that your work will be automatically saved and kept up to date. Creating a workspace through Bing search is available in preview today, and creating a workspace through Copilot will be available in preview soon.

And in addition to AI, Workspaces will be coming to mobile, so you can take your workspaces with you wherever you go. Workspaces will be in preview for Android mobile devices in the next few months.

If you’re someone who always has lots of tabs open across different topics and interests, we’ve got a fast and easy solution for you. Announced last year, tab auto-grouping uses the power of AI to automatically group your browser tabs by theme with group names and colors to differentiate them. You can either select “Organize tabs” in the tab actions menu or ask Copilot to do it for you. Find your important tabs with ease today!

AI is becoming essential for work to keep pace in today’s digital world. Microsoft Edge for Business is here as your secure enterprise browser, optimized for AI. Check out the announcements to learn more about Copilot with commercial data protection, and refer to this short video for security configuration options for Edge for Business and AI. We appreciate your feedback. We’re inspired by you, our customers, to keep improving Edge for Business so it’s the best browser for your organization.

Watch the video:

Explore how Microsoft's partnership with Khan Academy is enhancing the future of education with AI innovation and tools for teachers >

Watch Reimagine Education and learn what's new with responsible AI in education ›

Office 365 Education

Get started with Office 365 for free

Eligible institutions can sign up for Office 365 Education for the classroom for free, including Word, Excel, PowerPoint, OneNote, and now Microsoft Teams, plus additional classroom tools.

Please enter your school email address (for example, [email protected]).

• Not eligible? See more options
• Learn how to buy for schools
• Microsoft 365 Personal College Student Discount 1

Affordable devices starting at $249

We reimagined Windows for a new era of digital learning, helping educators unlock the full potential of every student, giving them powerful tools to learn, collaborate, and create in a secure and trusted environment.

Powerful tools for the classroom

Office 365 works like you: everywhere. Familiar applications and always-accessible files update in real time to make building your curriculum seamless and easy on Android, iOS or Windows devices.

One place for organization

The ultimate digital notebook, OneNote helps you organize class materials and easily collaborate with students and colleagues.

Access anytime, anywhere, from any device

Bring conversations, content, and apps together all from a single Office 365 Education experience. Collaborate in real time without boundaries, and without worrying about lost formatting.

Simplify class management

Create classes and groups for Teams, Intune for Education, and more for free with School Data Sync.

Tools to save time and money

An affordable suite of powerful tools built for the classroom, Office 365 Education is accessible from your favorite devices.

Equip your school for success today and tomorrow

When you use Office 365 Education in the classroom, you can learn a suite of skills and applications that employers value most. Whether it’s Outlook, Word, PowerPoint, Access or OneNote, prepare students for their futures today with free Office 365 Education for your classroom.

Cloud services to create a modern classroom

Create collaborative classrooms, connect in professional learning communities, and communicate with school staff with the power of OneDrive, Teams, and more -- all from a single experience in Office 365 Education.

School Data Sync

We then saw a major increase in student attendance once we had trained the parents on how to use Microsoft Teams. This helped them better support their children in their learning activities, and keep track of their engagement, progress, grades, and homework. – Omer Faheem: Head of Education Technology, The City School Network

Learn about pricing options

Pick the best pricing option for your budget and needs with free and low-cost plans.

Swipe to view more plans

Includes the web-based version of these apps.

Office apps

• Microsoft Outlook
• Microsoft Word
• Microsoft Excel
• Microsoft PowerPoint
• Microsoft OneNote

Services and Values

• Microsoft Exchange
• Microsoft OneDrive
• Microsoft SharePoint
• Microsoft Teams
• Microsoft Sway
• Microsoft Forms
• Microsoft Stream
• Microsoft Power Automate
• Microsoft Power Apps
• Microsoft School Data Sync
• Microsoft Visio
• Microsoft Yammer

Value for students

• Work together with real-time coauthoring, autosaving, and easy sharing in your favorite web apps, Word, PowerPoint, and Excel.
• Stay on top of your email with Outlook for the web and a 50 GB mailbox. 1
• Leverage Microsoft Teams, your digital hub that integrates the conversations, calls, content, and apps your school needs to be more collaborative and engaged.
• Improve learning outcomes with built-in accessibility features and Learning Tools that support reading, writing, math, and communication.
• Keep organized with OneNote, your digital notebook.
• Stay connected with Class Teams and OneNote Notebooks.
• Take authentic assessments with Forms.
• Enable digital storytelling with Sway.
• Never run out of space with unlimited personal cloud storage. 2
• Create professional-looking, educational diagrams with Visio for the web.

All the features in A1 plus full access to the Office desktop apps and additional management and security tools.

• Microsoft Publisher (PC only)
• Microsoft Access (PC only)
• Microsoft Bookings

Includes all the value for students in A1, plus

• Install Office apps on up to five tablets and five phones per user. 3
• Install Office apps on up to five tablets and five phones per user. 4

All the features in A3 plus Microsoft’s best-in-class intelligent security management, advanced compliance, and analytics systems.

• Microsoft Power BI

Includes all the value for students in A3, plus:

• Microsoft's best-in-class security management.
• Advanced compliance systems.
• Advanced analytics systems.

Values for teachers

• Stay connected with your colleagues with Class, Staff, and PLC Teams and OneNote Notebooks.
• Conduct and take authentic assessments with Forms.

Value for faculty and staff:

• Inform and engage with communication sites and team sites throughout your intranet using SharePoint.
• Support compliance with solutions from the unified eDiscovery center.
• Stay protected with rights management, data loss prevention, and encryption.
• Create, manage, and share videos securely across your school with enterprise video service.
• Develop apps without writing code to extend business data quickly with custom web and mobile apps.
• Utilize workflow automation across apps and services to automate business processes without writing code.
• Communicate easily with HD video conferencing.
• Unlimited email storage with in-place archiving.
• Get advanced email with archiving and legal hold.
• Maximum number of users: unlimited. 
• Create, edit, and collaborate on business processes and communicate them visually to students and teachers.   

Includes all the value for teachers in A1, plus:

• Install the Office desktop apps on up to five PCs or Macs per user. 3

Includes all the value for faculty and staff in A1, plus

• Host meetings for up to 10,000 people with Microsoft Teams live events.
• Help assess risk and gain insight into potential threats with Office 365 Cloud App Security.
• Let parents or guardians and students schedule appointments with faculty online using Microsoft Bookings.
• Gain insight into advanced personal analytics with Microsoft Viva Insights (personal insights).

Includes all the value for teachers in A3, plus:

Includes all the value for faculty and staff in A3, plus:

• Control how support accesses your mailbox with Customer Lockbox.
• Protect against sophisticated threats like phishing and zero-day malware with the ability to investigate and remediate attacks post breach.
• See advanced personal and organizational analytics with Microsoft Viva Insights personal analytics and Power BI Pro.
• Get enhanced visibility and control of your Office 365 environment.
• Create meetings with a dial-in number that attendees can join by telephone with Audio Conferencing.
• Make, receive, and transfer calls across a wide range of devices with an option to add Calling Plan. Learn more .
• Plan schedules and daily tasks with Microsoft Teams.
• Get email with 100 GB mailbox. 1
• Take advantage of unlimited personal cloud storage. 2

Get Office 365 Education for your entire school

Give every educator and student the power of Office 365 Education on all their devices, including Word, Excel, PowerPoint, OneNote, Microsoft Teams, and free classroom tools.

Office + Microsoft 365 Education

The best way to buy Office is with Microsoft 365 Education.

Training and resources

Get help with office.

All the online resources you need to download and install Office, manage your account, and troubleshoot.

Office training tutorials

Learn how to get the most out of your Microsoft Office subscription, for all skill levels.

Office 365 promotional kit

Help students and educators get the full benefits of modern classroom collaboration with this free toolkit.

Office future ready skills

Help students learn the skills and applications that employers value most with Office 365 Education.

Microsoft Learn Educator Center

Learn how to integrate technology in your classroom with free online professional development and networking.

Frequently asked questions

You can use the plan as long as you are working at a qualified school. Your eligibility may be re-verified at any time. When your Office 365 Education plan expires:

• The Office applications enter a reduced-functionality mode, which means that you can view documents, but you cannot edit or create new documents.
• Online services associated with the school email address—for example, Office Online and OneDrive—will no longer work.
• If your plan expires, you can extend your plan by re-verifying your status as an educator, or by moving to an Office 365 personal plan.

In many cases, the response time is instantaneous through an automated verification process. In other cases where an institution needs to be verified, it may take up to a month to confirm eligibility. If you are nearing the end of your 30-day trial and have not received approval of eligibility, please contact customer support .

Office provides a range of options for students, so it’s easy to find one to fit your budget. Learn about ways you can get Office.

Microsoft 365 builds on top of Office 365 apps such as Word, Excel, PowerPoint, and Outlook and provides enhanced management, security, and compliance tools. Learn more about Microsoft 365

The OneDrive account is assigned to you but associated with the school and should be used for school-appropriate content. Permissions and access can be changed by the school’s IT administrator at any time.

Office 365 Education is individually licensed for use only by the eligible teacher. If you have colleagues who want to use Office 365 Education, they can get their own license on the Office 365 Education webpage .

To install Office 365 Education, your PC or Mac must meet the minimum system requirements. View the system requirements .

View the migration guide for: Windows 10 | Windows 8.1 | Windows 7 | Mac

• Have a school-specific email address provided by the school (for example, contoso.edu) that can receive external email.
• Be of legal age to sign up for an online offer individually.
• Have Internet access.
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• MICROSOFT LEARN EDUCATOR CENTER
• CONTACT SALES

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