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One Page Business Plan for Word, PDF

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Template Highlights

• Eight (short) sections: Business Opportunity, Industry Analysis, Target Market, Company Description, Timeline, Marketing Plan, Financial Plan, and Funding Requirements.
• Easy instructions for each part.
• Zhuzh it up a bit with your company logo and branding.
• Download it as a PDF or Word file.
• Print it, email it, send it via Morse code.

Why all businesses should create a business plan

For startups and enterprises alike, there are many reasons to create a one-page business plan. For example, it can help you:

• Show your progress and how you intend to grow : Your business plan lists vital information on your company, such as your goals, market research results, and success milestones.
• Determine a realistic budget to ensure success : If you don’t create a proper plan, you might underestimate fixed and variable costs and, therefore, lack the financial capacity to succeed.
• Provide concrete information to potential investors : By having a detailed business plan in place, you’ll be able to effectively convey your business goals to internal stakeholders, and you’ll stand a better chance of winning over investors.
• Fulfill the requirements for securing a business loan : Many financial institutions won’t even consider giving you a loan without seeing your plan.

Should you create a business plan from scratch?

You can do this, but it’s often more hassle than it’s worth. If you’ve never made a business plan before, you’ll need to do a lot of research on what to include and ensure you create a professional and eye-catching document.  If you download our free one-page business plan template, you’ll save time and ensure you cover every relevant detail.

How to use the one-page business plan template

Here are the steps for filling out our template:

• Enter your contact details to download the template in Microsoft Word or as a PDF.
• Gather your relevant business documents, such as market research results and financial statements, in case you need to include details from them.  
• Add information to all the fields, including Company Description, Target Market, Industry Analysis, Implementation Timeline, Funding Required, and Financial Summary.
• Get feedback from business partners, employees, or other parties to ensure that all information is correct and up to date.
• Proofread to ensure there are no errors. These look unprofessional, leaving a bad impression of your business.  
• Save your business plan in various locations and formats. This helps you share your plan with stakeholders via email or present it at company meetings.

Template Preview

One page business plan.

One-Page Business Plan Template

This brief business plan template encourages you to stick to your core message and provide investors with just the information they need to know about your new venture.

The Business Opportunity

What is the problem your business will solve? Focus on the customer’s needs.

Give your elevator pitch. Be succinct, clear, and persuasive.

Be sure to include your value proposition -- What do you offer that no one else does?

Industry Analysis

List key factors for success in your industry.

Who is your main competition?

Company Description

Identify important facts about your business:

• Founding date

• Mission statement

• Type of organization

• Core strengths

• Main leadership

Target Market

Describe your customer segments.

Will you serve a particular geographical area?

Implementation Timeline

Provide a brief summary of how you will roll out the business. Consider depicting the different phases in a diagram. You can use the timeline below as a template.

Marketing Plan

Describe what methods you will use to acquire new customers.

Why would your target market prefer your product or service to another option?

Financial Summary

Cost Structure: What are your fixed and variable costs?

Revenue Streams: How will your business make money?

Funding Required

Present the amount of funding that you are seeking from investors and how it will be used.

HubSpot Tip: Be sure to edit and review your plan for typos before distributing it. Errors in a short document can be distracting to the reader and make you look unprofessional.

Frequently Asked Questions

When should i create a business plan, what types of companies need a business plan, how do i write a one page business plan, what should my business plan focus on, is this template free, can i edit this template, related tags:.

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One-Page Business Plan Template

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

Updated September 22, 2023 Reviewed by Brooke Davis

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

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

What is a One-Page Business Plan?

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

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

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

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

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

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

This lets you present your ideas cogently.

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

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

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

Businesses in the ideation stage

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

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

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

Established companies

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

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

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

Step 1 – Business Overview

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

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

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

Step 2 – Market Analysis

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

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

Step 3 – Your Business Model

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

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

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

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

Step 4 – Financial Forecast

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

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

Step 5 – The Team

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

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

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

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

Advantages of Using a One-Page Business Plan:

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

Disadvantages of Using a One-Page Business Plan:

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

Tips for Creating a One-Page Business Plan

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

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

What should a one-page business plan include?

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

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

Can I create my one-page business plan?

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

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

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Single Page Business Plan

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ABC Transport Company

A single page business plan is just as it sounds: a summary of business objectives displayed on a single page. Single page business plans are typically used to pitch ideas before writing longer, more detailed business plans for potential investors and partners. Instead of starting from scratch, use our free Single Page Business Plan PDF Template to outline company goals in a professional, accessible PDF document. Once you’ve filled out a simple form with details regarding your company’s overview, objectives, challenges, and strategies, this Single Page Business Plan Template will automatically convert that information into a professional PDF that can be read at a glance. With your single page business plan saved as a PDF, you can easily download it for your records, email the file to coworkers, or print out copies for company meetings.

This Single Page Business Plan Template already has a stunning design, but you can quickly customize it to meet your business needs with our drag-and-drop PDF Editor. Easily add fields for additional information such as milestones, market or competitive analysis, and financial summary. Don’t forget to represent your business by adding your logo and changing the fonts and colors to match your branding. No matter what modifications you make, your custom Single Page Business Plan Template will create an impressive, brief breakdown of business objectives to help steer your company in the right direction.

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Single Page Business Plan FAQs

1) what is a single-page business plan.

A single-page business plan is a compressed version of a traditional business plan that is designed to fit on one page. It gives a succinct overview of your business concept to potential investors or partners so that they can quickly understand your key goals, strategies, and mission in a format that’s easily accessible.

2) Why should I use a single-page business plan?

Consider using a single-page business plan to pitch your business to investors, partners, or stakeholders more effectively by communicating your goals succinctly. The single-page business plan requires you to clarify and condense the key elements of your business so you can better articulate your vision, mission, and core values to important players — which helps you streamline your goals. While this short version can’t fully replace a long-form business plan, it’s useful for introductory meetings.

3) What are the key components of a single page business plan?

Every single-page business business plan should include these key components:

Mission and vision statement

Start your plan with a brief statement that describes the purpose and core values of your proposed business. This section typically also includes a comprehensive description that outlines exactly what your business will do and the target market it will reach.

Value proposition

This section outlines the problem that your business is trying to solve, its unique selling points, and its customer benefits. Be specific about the value that your business will provide.

Objectives overview

Lay out the specific short-term and long-term goals of your business. These goals should be reasonable based on the resources currently available to you. This section also includes key metrics, timelines, and cost structures.

Strategies and action plan

This area outlines your market analysis and marketing approach, as well as the key activities that will drive operations. The action plan may also include an overview of how your business will generate revenue.

4) How do I create a single-page business plan using a template?

Creating a single-page business plan with Jotform’s free template is beyond easy! Simply click Use Template , and fill out the form with your own information to populate the document. You can then add or edit sections, change fonts and colors, and add your own logo with our intuitive drag-and-drop form builder. Once you’ve adjusted the template to your liking, you can forward it via email or link, or save it as a PDF.

5) Can a single-page business plan template be used for any type of business?

The beauty of the single-page business plan template is that you can customize it to any type of business or industry. Whether you’re in technology, retail, entertainment, healthcare, or marketing, the single page business plan template will help you succinctly communicate your business to the world.

6) Is a single-page business plan template suitable for startups?

The single-page business plan template is perfect for startups. Companies that are in the early stages of development constantly need to pitch their concept to potential investors and venture capitalists — which is where the single-page business plan template comes in. Investors are busy people, and our template is useful for presenting your startup’s value proposition, market opportunity, and growth potential to these individuals.

Additionally, constantly recreating lengthy business plans for different audiences can be resource-intensive, especially for startups with few employees. But you can easily adapt the single-page business plan template to address feedback, changes in the market, or other circumstances.

7) How often should I update my single-page business plan?

You should update your single-page business plan any time there are changes to your mission, vision, goals, strategies, or market. The single-page business plan should accurately reflect the trajectory of your business, so consider doing periodic reviews, such as whenever you reach milestones.

8) What are the advantages of using a single-page business plan over a traditional business plan?

Ultimately, the single-page business plan is a time-saving tool for businesses that need to pitch their concept thoroughly and quickly. On top of that, the plan helps identify and distill the key elements of the business. The single-page business plan can be easily adapted to reflect changes in the market or feedback from periodic assessments. Lastly, because it’s only one page, the plan is easy to share and digest.

These templates are suggested forms only. If you're using a form as a contract, or to gather personal (or personal health) info, or for some other purpose with legal implications, we recommend that you do your homework to ensure you are complying with applicable laws and that you consult an attorney before relying on any particular form.

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Get down to business with a customizable Single-Page Business Plan template from Jotform. Customize your plan in minutes. No coding. Drag and drop to build.

This Operational Plan Sample is structured with important details for your organization. It comes ready to print, but you can simply edit the fields by putting your own organization information.

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About Simple Business Plan Templates

Plans, strategies, roadmaps – Businesses rely on these things to gain perspective on what’s about to happen. Milestones laid down in strategic and careful planning for growth and expansion, visions of where the company’s headed 10 years from now, goals that should meet timelines, all these require a smart, prudent and calculated planning.

Whether you’re a startup, an SMB, or close to a Fortune 500, a solid business plan is crucial. And of course, writing business plans is a huge task. But, what if you needed something that requires input from others though? Say, an online form or a PDF template where responses from your colleagues and managers matter? Well, here’s a collection of PDF templates for business planning.

These are beautifully designed templates, specifically tailored for businesses and companies who don’t know where to start. The hard part was already done and that’s designing the template. These will serve as boilerplates for whatever milestone your business needs. You won’t need to worry on building something from scratch, you just need to focus on the content. Some of these templates will contain or collect executive summaries, opportunities, expectations, execution, financial plans, forecasts, the whole nine yards.

Business plan templates help give a clear vision of what lies ahead. They help you get things organized, planned out, and help you check off items from your to-do list more efficiently.

Frequently Asked Questions

1) what are the seven parts of a business plan.

• Executive summary. This is an overview of your business plan. The executive summary should include your company’s offerings, mission, goals, and projections. Think of it as the elevator pitch for your business plan. If you can’t get investors interested here, it’s unlikely they’ll want to keep reading.
• Company description and history. Describe your business’s legal structure and history in addition to what you do. If you just started this business, you may replace company history with your leadership team’s experience. The purpose of this section is to explain the company structure and build confidence in the people running the company.
• Products and services. Talk about what your company offers, whether that’s products, services, or a combination of the two. Describe your products and services in detail. Explain what makes your offering unique, what your profit margins are, what kind of demand you’re seeing for it, etc.
• Market and competitor research. Investors want to know if there’s demand for your offering. Describe the target market and how your product or service benefits potential customers. Include projections of where the industry is headed over the next few years. Additionally, detail your competitors and how saturated the market is.
• Sales and marketing strategy. This part of the business plan explains how you’ll promote your product. Outline elements such as your ideal customer profile (ICP) as well as your marketing channels, budget, and methods.
• Operations and logistics. Explain how you’ll source materials if you sell products as well as the technology you need to deliver such products and services. Also, provide details about your team, like how many people you’ll need and how you’ll manage employees.
• Financial plan and projections. It’s crucial to prove that your business will be financially viable. For this, you’ll need revenue and expense projections. Many investors want to see sample account statements, balance sheets, and cash flow projections.

2) How do you write a business plan?

Your business plan should be a realistic roadmap that helps you build a successful company. When writing it, take a balanced approach so that you’re not blind to the potential pitfalls and risks. You’ll draft each of the seven sections previously discussed.

Tackling these sections can be overwhelming, so some people like to start with a one-page business plan that includes short paragraphs for each element. Another way to give yourself a head start is by working from a business plan template. Once you have a good start, you can expand each section to make a compelling case for your business.

3) Can I write a business plan myself?

Yes, you can. However, depending on your writing experience and goals, you may want outside help. If the business plan is for internal use with the purpose of improving business functions, you’ll likely be OK tackling it alone. But if you’re trying to secure funding from a bank or investors, a professional business plan writer can give you a leg up.

Even if you decide to do it yourself, have a trusted friend or business mentor review your plan and provide feedback. An objective point of view will help you refine your work.

4) What are the four types of business plans?

• One-page or mini business plan. The one-page option is a great way to improve the focus of your business plan and highlight the essential elements. It can be an effective way to workshop your company’s plan or quickly give others a rundown of your entire business.
• Traditional business plan. The traditional business plan is more in-depth than its one-page counterpart and will be more thorough in each section (often, plans exceed 40 pages). For example, it may contain detailed financials, branding samples, and competitive research documents.
• Business model canvas (BMC). The business model canvas is a more visual representation of your business architecture. It includes sections for infrastructure, offering, customers, finances, etc. Many businesses find the BMC appealing since it can be summarized in a single page.
• Strategic business plan. The strategic business plan can have different purposes, like proving feasibility, discussing planning operations, or projecting growth. It will outline the company’s goals, its strategy for reaching them, and the company structure. The main difference between this and the traditional plan is its focus on specific strategic initiatives.

5) What are the common mistakes in business plans?

• Poor writing. Sloppy writing may suggest that you’re not serious about your business or you lack the needed professionalism.
• Unrealistic expectations. While you should be optimistic about your business, if your financial projections reflect your hopes more than reality, people may hesitate to back your business.
• Lack of supporting documentation. People reviewing your business plan want to see how you back up your claims. You can include research docs, sample financials, and estimates to make your case.
• Failing to define the target audience. For a successful marketing plan, you need to define your target audience. Investors and financial institutions need to see if you’re confident about who you’re selling to.
• Unbalanced. It’s important to lay out the risks and potential upsides. This analysis shows investors that you’re considering the whole picture regarding your business.

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Free One-Page Business Plan Template Download

Download our free one-page business plan template.

Writing a business plan doesn’t have to be complicated. That’s why we created this template for a one-page business plan—a business plan that you can write on a single page.

Building a one-page business plan has a lot of benefits:

• It’s fast: Documenting your business strategy shouldn’t take hours or days. Use our one page] plan format to develop an initial business plan in less than 30 minutes.
• It’s easy: Unlike a traditional business, there’s not a lot to write or any complex formatting. Anyone can document their business strategy using the one-page business plan.
• It’s shareable: Getting feedback on a detailed business plan can be a challenge. On the other hand, sharing a one-page plan is easy and you’ll get immediate feedback from business partners and advisors.
• It’s impressive: Getting potential investors to read a detailed business plan can be a challenge. But, a one-page plan is something that every investor has time to read.

How to complete the one-page  business plan template

You’ll start with your business strategy – this is what you’re going to do and what your goals are. You’ll document the following:

• Identity: This is a short summary of what you do.
• Problem: Describe the problem that your business solves.
• Solution: Describe how your business solves the problem.
• Target Market: Who are your customers? Try to be as specific as possible.
• Competition: How do customers solve their problem today? Are there alternatives?

Next, you’ll go on to describe your business tactics. While strategy describes “what” you’re going to do, tactics describe “how” you’re going to do it.

• Sales: How will you sell your solution to your customers?
• Marketing: Describe your key marketing activities.
• Team: Potentially the most important part of the plan is who is going to help you implement the plan.
• Partners & Resources: What else do you need to turn your plan into a business?

Your business model is how your business will make money. The first time you work on a business plan, you can just describe how you make money and what your key expenses are. Eventually, you’ll want to develop a complete financial plan.

• Revenue: Describe the key ways that you’ll make money.
• Expenses: List your primary expenses. You don’t need to go into a lot of detail with a one-page plan.

Finally, you’ll want to develop a list of your key achievements.

• Milestones: These are the key achievements that you hope to accomplish. Be specific.

This is just a quick summary of how to build your one-page business plan. You can get additional detail in our guide to growth planning.

Download a free digital version of the one-page business plan template:

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• Fill in the blanks – Outline
• Financial Tables

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

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

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

How Can a One-Page Business Plan Help You?

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

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

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

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

One Page Business Plan Outline

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

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

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

How to Write a One Page Business Plan?

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

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

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

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

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

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

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

Target Market

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

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

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

Market Needs

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

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

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

Marketing Plan

A marketing plan is immensely helpful for any business.

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

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

Obstacles/Challenges

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

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

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

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

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

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

Competition

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

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

Funding Needs

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

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

Download a sample one-page business plan

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

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

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

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

One Page Business Plan Summary

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

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

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

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

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

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How to Write a One-Page Business Plan

Written by Dave Lavinsky

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

What is a One-Page Business Plan?

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

Download our Ultimate Business Plan Template here >

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

Benefits of Using a One-Page Plan

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

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

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

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

The One-Page Business Plan Template

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

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

Each of these items are detailed below.

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How to Create a One-Page Business Plan

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

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

2. Solution

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

3. Business Model

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

4. Market Analysis

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

5. Competitive Analysis

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

6. Financial Plan & Projections

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

7. Funding Required & Uses of Funds

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

Free Downloadable One-Page Business Plan Example PDF

Download our one page business plan template pdf here.

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

Final Thoughts

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

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

One-Page Business Plan FAQs

What are the benefits of one-page business plans.

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

One-page business plans are more digestible. 

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

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

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

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

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

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

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

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

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

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

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

Other Helpful Business Plan Articles & Templates

Starting a Business | How To

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

Published July 2, 2020

Published Jul 2, 2020

WRITTEN BY: Blake Stockton

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

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

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

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

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

Question: What problem will your business solve?

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

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

2. Solution

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

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

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

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

3. Business Model

Question: How will your business make money?

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

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

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

4. Target Customers

Question: Who will purchase your products or services?

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

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

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

5. Promotion

Question: How will target customers learn about your business?

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

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

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

6. Competitive Advantage

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

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

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

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

7. Financial Projections

Question : How much money do you need to start?

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

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

Question : How much will you spend every month?

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

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

Question : How much will you earn every month?

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

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

8. Funding Required

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

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

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

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

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

The One-Page Business Plan Alternative

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

Bottom Line

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

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

About the Author

Find Blake On LinkedIn Twitter

Blake Stockton

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

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How to Write a One-Page Business Plan?

One-page business plan template.

• General Business Forms
• Starting a Business
• Business Plan Template

A One-Page Business Plan is a proposal that individuals can use when they would like to start a business and involve more people or investment in it. The purpose of the document is to gather all of the necessary information about a business, systematize it, and present it in the form of a summary.

This type of short business proposal is a simplified version of a standard business plan and can be more convenient for those individuals who would like to open a small business rather than a big company. With this plan, you can apply for a loan at a bank, introduce your future operation to potential investors, or share your commercial ideas with your prospective business partners . If you would like to make this kind of business plan but do not know where to start, you can check out our One-Page Business Plan template which can be downloaded below .

Writing a One-Page Business Plan can be challenging for those individuals who have never done it before because you are supposed to compile all of the essential information on only one page . It is up to you what to include and what to leave behind, nevertheless, there are some parts that will define your company better than others. If you want your project plan to be beneficial then it should include the sections described below:

• Identifying Information . You can start your One-Page Business Plan by introducing your future operation. Here, you can state the potential name of the company, its vision, mission, and other defining details. It will help individuals who will read your plan understand what your future enterprise presents, what problems it solves, how it will solve them, etc.
• Goals and Strategies . One of the most important aspects of your proposition is what kind of goals your company will try to reach and what exactly shall be done to reach them. Answers to these questions will be different for each operation, however, here you should be specific and indicate measurable goals and exact strategies.
• Market Analysis . This section of your commercial scheme can contain information about your target customers, clients, or audience, your main competitors and their advantages, the demand on the product you are going to make (or services you are going to provide).
• The Timeline . To describe how your enterprise will be developing over time you can use a timeline with indicated milestones on it. The milestones can represent the goals that you plan to achieve in a specific period of time. Generally, the milestones on a timeline represent profit, nevertheless, you can tie your goals to other figures as well.

Haven't found what you're looking for? Take a look at the related templates below:

• Generic Business Plan ;
• Consulting Business Plan ;
• Farm Business Plan .

Download One-Page Business Plan Template

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Easy-to-use one-page business plan template

A one-age business plan is a useful tool for providing an overview of your goals and targets and how you and your team will achieve them. Before you get into the details, a one-page business plan can help you feel out your ideas, set priorities, and provide an outline for a more extensive standard business plan.

You can also keep your single-page plan on hand to keep you laser-focused on the scope and objectives of your business at all times.

In this article, we’ll show you how to use a one-page business plan to create a robust foundation for your business and share some ready-to-use business plan templates .

Get the template

What is a one-page business plan template?

A one-page business plan encompasses your entire business strategy condensed onto one-page. A one-page business plan template is a document that outlines a business’s strategies and goals.

A traditional business plan goes into great detail and could be dozens of pages long. With a one-pager, the idea is to condense all the important information into one high-level document.

However, if it’s a one-page business plan to hand out to prospective investors, you’ll likely focus more on something like financial projections .

In general, your one-page business plan can include:

• Vision statements and strategic objectives of your business
• Customer segments your business will serve
• Overview of the product or service you’ll provide
• Sales goals and marketing strategy
• High-level business overview of financial projections

Why use a one-page business plan template?

Understanding the benefits of writing a single-page business plan helps keep you focused when condensing lots of important information onto a one-page template.

Provide an overview of your business plan

A one-page plan provides you with an overview of everything you need to consider about your business venture. One-page plans provide a snapshot of multiple moving parts of your strategy and operations to keep you focused on what matters.

One-page business plan templates are a very useful starting point for developing a more detailed standard business plan . By creating a high-level document, you can begin to sketch out your ideas and assumptions and test them before spending lots of time developing a long business plan that you end up rewriting. Once you’re satisfied with your one-page plan, you have a step-by-step outline for a more in-depth version.

Manage operations and finances

As you grow your business, the operations and finances side of things often become more complex and difficult to manage. In times like these, when you need to make important decisions, a one-page business plan helps keep the core objectives of your venture in mind at all times. Nailing down your template means you don’t waste time deciding what the most important details are, so you can focus your time and energy into growing your business instead.

Synthesize business information

Another key benefit of having a one-page business plan on hand is the ability to provide anyone with a snapshot of your business whenever needed. This situation could apply to your management team, potential business partners, or potential investors who want a fast, easy-to-digest rundown of your business.

While you might have an elevator pitch ready, a one-page plan helps back up your claims, especially when it comes to items like financial projections or your cash flow statement . A one-page business plan template means it’s easy for you to quickly synthesize relevant information for the required audience. Simply drop the latest information into your template and get ready to present.

What are some examples of one-page business plans?

Before you write a one-page business plan, it’s helpful to get familiar with the various types of templates available and decide which one is best for your needs.

Startup one-page business plan template

Writing a business plan for a startup is a very different process than creating a plan for an established business. Startups are beginning from the very start of their journey with little historical data to go on. By nature, they need to be a lot more flexible with their ideas and decisions as they decide what works.

( Image Source )

So a one-page plan for startups is more about laying the groundwork for more in-depth strategic analysis and taking an agile approach to developing a business model.

Business model canvas

The business model canvas is a well-known template for business plans. A single page is divided into squares, with each square representing an important component of the business strategy.

With a business model canvas, you’ll be able to quickly outline items like your target markets, value proposition, and revenue streams. Writing and comparing these sections on one-page allows you to validate your business model against your market analysis and quickly iterate on different elements of your business strategy .

Business idea action plan template

While many business plan templates focus on strategy and high-level objectives, some businesses require more focus on operations and action right from the start. In those instances, a business idea action plan template can be more beneficial.

This type of one-page business plan focuses on what you are going to do and how you are going to do it, rather than analysis and projections. It enables business owners to develop tactics for how they’ll design, develop, market, and sell their products or services.

Small business plan template

Small businesses are often operating with limited funding and narrow profit margins. These constraints make revenue targets and cost-effective operations critically important to success, especially for a service business.

When this is the case, a shorter business plan template for small businesses which focuses on defining your business niche, setting clear targets, and creating detailed timelines keeps your strategy aligned to the bottom line at all times.

monday.com’s one-page business plan template

Building a one-page business planning template from scratch involves a lot of key elements for consideration, but it doesn’t have to be a tricky process. Having a template to keep you on track enables you to effectively shape your strategy, goals, key activities, and targets in one place.

monday.com has created a one-page business plan template to help you create an effective one-page business plan that will keep your goals and targets at the front of your mind as you grow your business. The monday.com template includes:

• Digital visualization of your entire business strategy in one location, so you can easily share your plan and make updates
• Extensive customization options so you can create a business plan that aligns fully with your company branding
• The ability to add your own visuals such as tables, images, and videos that are relevant to your business plan
• The ability to collaborate in real-time with business partners and senior management on the creation and development of your one-page plan
• Integrations with popular business tools such as Excel and Outlook so you can move your business plan seamlessly from creation to execution

Have your one-page business plan created quickly and seamlessly with monday.com. Sign up for our free trial and select the one-page business plan template to stay aligned with your business objectives and core goals.

One-page business plan tips & tricks

Although a one-page business plan is not as extensive as a full-length business plan, there are some best practices you should follow to get the most out of it. With these tips and tricks, you’ll have a one-page business plan that’s realistic, accurate, and functional.

Understand your target market

Before you start outlining your business activities and tactics, it’s imperative that you fully understand your target market and your product-market fit. This understanding includes considerations such as customer price sensitivity, buying preferences, demographics, and more.

Without understanding your target market, building a business model can lead to sales targets and timelines that don’t materialize, a marketing plan or marketing materials that miss the mark, and unrealistic financial projections.

Fine-tune your products and services

Another key element of your business plan is the outline of the products and services you’ll offer. In this area, business owners need to thoroughly understand the cost of production, how to price products and services so they remain profitable, and how your offering measures up against competitors in the market.

By getting a firm grasp of your value offering, you can more accurately project costs, revenue, and profitability over the long term.

Keep your goals and projections realistic

When creating your one-page business plan, use the hard numbers regarding costs and budget to remain realistic about your business goals.

This approach applies to your timelines, too. Although your goals and targets may be ambitious, there needs to be an achievable timeline and resource allocation attached to them.

FAQs about one-page business plans

How do you write a business plan in one page.

It might be more beneficial for some business owners to start with a long business plan and then work on synthesizing it into a one-page template. That way, you can gain a deep understanding of your strategy before selecting the most important highlights for your one-page business plan.

You can also use visuals in place of written text where appropriate to save on space. For example, you can condense the highlights of your financial projections onto a single graph that’s understandable at a glance.

What is the primary characteristic of a one-page business plan?

The primary characteristics of a one-page business plan are clarity and brevity. Anyone who picks up your one-page plan should quickly get a clear idea of what your business does, its goals, and how you plan to achieve them. So it’s essential to keep all the information extremely clear and concise. Using a template like one on monday.com already gives you a leg up with a helpful outline.

What should a simple business plan include?

While every business is unique in some way, there are fundamental pieces of information you should incorporate into all simple business plans, including:

• Business mission and objectives
• Target audiences
• Competitor analysis
• Products/services outline
• Key operational considerations
• Time-bound financial projections

Depending on the purpose of your plan, you might choose to leave some items off the page. For example, if it’s for internal use by a wider team, you might omit elements like business financing plans, income statements, cost structure, etc.

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8 Business Plan Templates You Can Get for Free

8 min. read

Updated April 10, 2024

A business plan template can be an excellent tool to simplify the creation of your business plan. 

The pre-set structure helps you organize ideas, covers all critical business information, and saves you time and effort on formatting.

The only issue? There are SO many free business plan templates out there. 

So, which ones are actually worth using? 

To help remove the guesswork, I’ve rounded up some of the best business plan templates you can access right now. 

These are listed in no particular order, and each has its benefits and drawbacks.

What to look for in a business plan template

Not all business plan templates are created equal. As you weigh your options and decide which template(s) you’ll use, be sure to review them with the following criteria in mind:

• Easy to edit: A template should save you time. That won’t be the case if you have to fuss around figuring out how to edit the document, or even worse, it doesn’t allow you to edit at all.
• Contains the right sections: A good template should cover all essential sections of a business plan , including the executive summary, product/service description, market/competitive analysis, marketing and sales plan, operations, milestones, and financial projections. 
• Provides guidance: You should be able to trust that the information in a template is accurate. That means the organization or person who created the template is highly credible, known for producing useful resources, and ideally has some entrepreneurial experience.
• Software compatibility: Lastly, you want any template to be compatible with the software platforms you use. More than likely, this means it’s available in Microsoft Word, Google Docs, or PDF format at a minimum. 

1. Bplans — A plan with expert guidance

Since you’re already on Bplans, I have to first mention the templates that we have available. 

Our traditional and one-page templates were created by entrepreneurs and business owners with over 80 years of collective planning experience. We revisit and update them annually to ensure they are approachable, thorough, and aligned with our team’s evolving best practices.  

The templates, available in Word, PDF, or Google Doc formats, include in-depth guidance on what to include in each section, expert tips, and links to additional resources. 

Plus, we have over 550 real-world sample business plans you can use for guidance when filling out your template.

Download: Traditional lender-ready business plan template or a simple one-page plan template .

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2. SBA — Introduction to business plans

The U.S. Small Business Administration (SBA) offers two different business plan templates along with a short planning guide. 

While not incredibly in-depth, it’s enough to help you understand how traditional and lean plans are structured and what information needs to be covered. The templates themselves are more like examples, providing you with a finished product to reference as you write your plan.

The key benefit of using these templates is that they were created by the SBA. While they may provide less guidance, you can be assured that the information and structure meet their expectations.

Explore: The SBA’s planning guide and free templates

3. SCORE — Planning workbook

SCORE’s template is more like a workbook. It includes exercises after each section to help you get your ideas down and turn them into a structured plan.

The market research worksheets are especially useful. They provide a clear framework for identifying your target market and analyzing competitors from multiple angles. Plus, they give you an easy way to document all the information you’re collecting.

You will likely have to remove the exercises in this template to make it investor-ready. But it can be worth it if you’re struggling to get past a blank page and want a more interactive planning method.

Download: SCORE’s business plan template

4. PandaDoc — A template with fillable forms

PandaDoc’s library offers a variety of industry-specific business plan templates that feature a modern design flair and concise instructions. 

These templates are designed for sharing. They include fillable fields and sections for non-disclosure agreements, which may be necessary when sending a plan to investors.  

But the real benefit is their compatibility with PandaDoc’s platform. Yes, they are free, but if you’re a PandaDoc subscriber, you’ll have far more customization options. 

Out of all their templates, the standard business plan template is the most in-depth. The rest, while still useful, go a bit lighter on guidance in favor of tailoring the plan to a specific industry.

Explore: PandaDoc’s business plan template library  

5. Canva — Pitch with your plan

Canva is a great option for building a visually stunning business plan that can be used as a pitch tool. It offers a diverse array of templates built by their in-house team and the larger creative community, meaning the number of options constantly grows.

You will need to verify that the information in the template you choose matches the standard structure of a traditional business plan. 

You should do this with any template, but it’s especially important with any tool that accepts community submissions. While they are likely reviewed and approved, there may still be errors.

Remember, you can only edit these templates within Canva. Luckily, you only need a free subscription, and you may just miss out on some of the visual assets being used. 

To get the most value, it may be best to create a more traditional planning document and transfer that information into Canva. 

Explore: Canva’s business plan gallery

6. ClickUp — The collaborative template

Out of all the project management tools that offer free business plan templates, ClickUp’s is the most approachable.

Rather than throwing you into all the features and expecting you to figure it out—ClickUp provides a thorough startup guide with resource links, images, and videos explaining how to write a plan using the tool. 

There’s also a completed sample plan (structured like an expanded one-page plan) for you to reference and see how the more traditional document can connect to the product management features. You can set goals, target dates, leave comments, and even assign tasks to someone else on your team. 

These features are limited to the ClickUp platform and will not be useful for everyone. They will likely get in the way of writing a plan you can easily share with lenders or investors. 

But this is a great option if you’re looking for a template that makes internal collaboration more fluid and keeps all your information in one place.

Sign Up: Get a free trial of ClickUp and explore their template library

7. Smartsheet — A wide variety of templates

I’m including Smartsheet’s library of templates on this list because of the sheer number of options they provide. 

They have a simple business plan template, a one-page plan, a fill-in-the-blank template, a plan outline, a plan grading rubric, and even an Excel-built project plan. All are perfectly usable and vary in visual style, depth of instructions, and the available format.

Honestly, the only drawback (which is also the core benefit) is that the amount of templates can be overwhelming. If you’re already uncertain which plan option is right for you, the lengthy list they provide may not provide much clarity.

At the same time, it can be a great resource if you want a one-stop shop to view multiple plan types.

Explore: Smartsheet’s business plan template library  

8. ReferralRock affiliate marketing business plan

I’m adding ReferralRock’s template to this list due to its specificity. 

It’s not your standard business plan template. The plan is tailored with specific sections and guidance around launching an affiliate marketing business. 

Most of the template is dedicated to defining how to choose affiliates, set commissions, create legal agreements, and track performance.

So, if you plan on starting an affiliate marketing business or program, this template will provide more specific guidance. Just know that you will likely need to reference additional resources when writing the non-industry sections of your plan.

Download: ReferralRock affiliate marketing business plan template

Does it matter what business plan template you use?

The short answer is no. As long as the structure is correct, it saves you time, and it helps you write your business plan , then any template will work. 

What it ultimately comes down to, is what sort of value you hope to get from the template. 

• Do you need more guidance? 
• A simple way to structure your plan? 
• An option that works with a specific tool?
• A way to make your plan more visually interesting?

Hopefully, this list has helped you hone in on an option that meets one (or several) of these needs. Still, it may be worth downloading a few of these templates to determine the right fit. 

And really, what matters most is that you spend time writing a business plan . It will help you avoid early mistakes, determine if you have a viable business, and fully consider what it will take to get up and running. 

If you need additional guidance, check out our library of planning resources . We cover everything from plan formats , to how to write a business plan, and even how to use it as a management tool . 

If you don’t want to waste time researching other templates, you can download our one-page or traditional business plan template and jump right into the planning process.

See why 1.2 million entrepreneurs have written their business plans with LivePlan

Kody Wirth is a content writer and SEO specialist for Palo Alto Software—the creator's of Bplans and LivePlan. He has 3+ years experience covering small business topics and runs a part-time content writing service in his spare time.

Table of Contents

• Qualities of a good template
• ReferralRock
• Does the template matter?

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1. executive summary.

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2. Business/Company Description

• Business/Company Name
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• Executive Summary
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