business plan word doc

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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Powerful business plan templates

Plan for the future, no matter what your business plans are or the size of your business with these designs and templates. whether it's just one big project or an entire organization's worth of dreams, these templates will keep you and your company on track from ideation to completion..

Put your ideas to work with simple templates for every business plan

Every successful business took a lot of planning to get there, and these templates will be cornerstones of your future success. Whether you're looking to attract new business, pitch your services or reimagine your company, with these simple, customizable templates at your fingertips you can turn complexity into something tangible. These templates can become marketing assets or simply remain internal touchpoints for your team. And as your dreams change, you'll always have this template to refer to – it's easy to change what exists on paper. If you're a small business, focusing on your niche can help you dominate in your field, and you can forge a plan to figure out exactly what that niche might be and how to target your ideal customer . When it's time to share your vision with stakeholders, craft a presentation that outlines your plan succinctly and with style. Let these templates from Microsoft Designer be your partner in business strategy for years to come.

35+ Best Business Plan Templates for Word 2024

Are you writing a business plan for a brand new startup? Or updating an old business plan for an established brand? Then this collection of MS Word business plan templates will definitely come in handy.

The key to making an effective business plan brochure that wins over investors and inspires employees is to use a modern and attractive design.

No one wants to read through a 100-page brochure that looks like a VCR manual from the 1960s. Today, people prefer cleaner brochure layouts with proper paragraph formatting that offer a much smoother reading experience.

Designing such modern business plan documents is not that difficult. In fact, you can easily create them using Word templates.

In this post, we showcase high-quality business plan templates for Word that have been designed by professionals. They feature modern designs and clean layouts that are perfect for all kinds of startups, businesses, and corporate companies. Have a look.

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Explore Word Templates

Education Business Plan Word Template

This Word template is designed for making business plan documents related to educational brands and businesses. However, you can easily customize the design to make business plans for various other industries. The template includes 20 unique page layouts with modern designs.

Business Plan & Proposal Template for Word

You can use this Word template to make both business proposals and business plans. It has a very flexible page design that you can change to make brochures for startups, agencies, and other businesses. There are 20 pages in this template in A4 size.

Bold Business Plan Word Template

If you want to make a bold business plan with a high-end luxury feel, this Word template will come in handy. It features a dark color theme that will fit in nicely with luxury brands, hotels, corporate agencies, and more. The template has 56 different page layouts. It comes in Word, Apple Pages, and InDesign formats.

Big Business Plan Brochure Template for Word

Get started with this Word template to make business plan documents with clean and minimal design. It includes 28 unique pages with easily editable layouts. You can change its colors, fonts, and images with ease. The template is available in multiple formats, including Word, InDesign, Affinity Publisher, and more.

Free Simple Business Plan Word Template

While this free business plan template only has 4 page layouts and a simple design, it’s more than enough for making a basic business plan document for a small business. It comes in Word and Apple Pages formats.

Tropo – Minimalist Business Plan for Word

Tropo is a minimalist business plan template designed for Microsoft Word. It’s user-friendly, designed with organized files for effortless customization, and is suitable for creating business proposals. Tropo offers 32 editable pages, customizable fonts, and colors, well-organised layers, and is print-ready.

Business Proposal Template for Word

This is a professional-quality business proposal template for Word that offers flexibility and ease of customization. This 20-page template can be easily edited to suit your unique business needs without jeopardizing the layout or the readability. It’s fully customizable, well-layered, and organized.

This is an adaptable template, perfect for showcasing your unique services and business plans to new clients. It’s a user-friendly, customizable template, enabling designers to express their brand and work competence professionally. The pack includes a 20-page InDesign and Microsoft Word templates.

Business Proposal Template for Word & InDesign

A versatile business proposal template ideal for constructing thorough business plans or proposals. Compatible with Microsoft Word 2010 and higher, as well as Adobe InDesign CS4 and above, the template offers a comprehensive 16-page document that can adapt for print or digital output.

Business Plan & Project Proposal Template

This is a comprehensive business proposal template for Word. Boasting 40 pages of editable sections such as company details, project timelines, budget specifics, and more, the template utilizes a structured editorial layout to organize information efficiently.

Multipurpose Business Brochure Word Template

This brochure template features multipurpose page layouts. This means you can edit and customize each page to make many different types of documents, including business plans and proposals. It has 20 unique pages in A4 size.

Creative Business Plan Template for Word

This is a massive business plan template that comes with more than 60 different page layouts to choose from. It’s especially suitable for agencies and startups for making a high-quality business plan document. The template is available in Word and InDesign formats.

Company Proposal & Business Plan Word Template

Whether you want to make a business plan or a proposal document, this Word template can handle both. It features a modern and professional layout for making documents for corporate businesses. The template includes 20 pages in A4 size.

Education School Plan Template for Word

You can use this Word template to make a stylish business plan or educational plan for a school. The template has fully customizable paragraph styles, editable colors, fonts, images, and much more. It has 20 page custom layouts.

Free Agency Business Plan Word Template

This free business plan template includes 5 page layouts with very simple and basic designs. You can use it to make business plan documents for advertising and design agencies. It’s available in Apple Pages format too.

Modern Business Plan Template for Word

A business plan document is about presenting your goals, missions, and vision for the company in an appealing way. Having a great-looking design is a must for achieving that task. This Word template will help you create such a business plan document. It includes 20 different page layouts with modern designs. And you can edit it using either MS Word or InDesign.

Clean Business Plan Microsoft Word Template

If you want to make sure your business plan looks more professional, a clean and minimal design is the best choice for your brochure. With this template, you can design a clean and professional-looking business plan to showcase your business goals. It includes 16 page layouts with fully customizable designs. You can also choose from 3 different color schemes to design your document.

Simple Business Plan Template for Word

This Word business plan template uses a very simple design. It doesn’t have too many design elements, images, or lots of colors. Instead, the design puts more focus on the contents of the document. This approach makes it a great template for designing a highly effective business plan for many different types of businesses. It includes 12 page layouts as well.

Business Plan Brochure Template for Word

If you want to make an impressive and attractive business plan brochure for a big company or a corporate brand, this Word template will come in handy. It features 48 different page layouts with modern and stylish designs. The template is available in both MS Word and InDesign formats. And, as a bonus, you also get letterhead and business card templates.

One Page Business Plan Template for Word

Sometimes a simple one-page document is more than enough to highlight the key points of a business plan. This template is ideal for making such brochures. The template comes with 4 page layouts but you can easily customize it to create one-page or even multi-page documents.

Professional Services Free Business Plan Word Template

This free business plan template for Word comes directly from the official MS Office templates directory. It’s free to download and features page layouts with modern designs. It’s ideal for creating a business plan for small agencies.

Free Word Business Plan Template for Freelancers

Another free Word business plan template from the Office directory. This template is designed with freelancers and agencies that specialize in home-based professional services. It includes a fully editable layout as well.

Editable Business Plan Template for Word

Every Word template should give you the freedom to edit, customize, and do anything you want with the design. This template lets you do all that and more. It features a fully editable layout that you can customize to your preference. The template also includes 40 page layouts that come in A4 and US Letter sizes.

Minimal Business Plan Word Template

Looking for a clean, simple, and minimalist business plan template? Then this Word template is made just for you. It has a very light and simple layout that allows you to showcase all elements of your business plan in a professional way. The template includes 32 page layouts and it’s available in Word and InDesign formats.

Startup Business Plan Word Template

This Word business plan template is designed specifically for startups and agencies. It features a set of modern page layouts, 20 custom page designs to be exact. You can also customize each page layout by changing colors and fonts. It comes in US Letter and A4 sizes as well.

4-Page Business Plan Template for Word

You can create a powerful four-page business plan using this Word template. It features an effective page design that is ideal for creating a summary of your business plan. The template is fully customizable and it’s available in Word, IDML, and INDD formats.

One Page Simple Business Plan Word Template

This simple and minimal business plan template is perfect for making a one-page brochure or even a two-page document. The template comes with 2 page layouts that you can use to create a simple double-sided one-page business plan. Or you can print them separately too. It’s very basic but quite effective at the same time.

Free Simple Business Plan Template for Word

A free business plan template that you can edit and customize in Word. This template has a very basic and blank design that you can use however you like. You can make this template your own by adding a few design elements as well.

Free One-Page Business Plan Template for Word

This is a free one-page business plan template that has a minimal layout for making a straightforward business plan brochure. It includes multiple sections for detailing different aspects of your business plan.

Marketing & Sales Plan Word Template

Marketing and sales plans are also part of a business plan, especially for marketing agencies. With this Word template, you can design an effective sales plan for your business. The template features 32 different page layouts in A4 size. It comes in Word and InDesign versions as well.

Real Estate Business Plan Template for Word

This Word template features a very clean and visual-centric design that’s ideal for making business plans for real estate and rental property businesses. There are more than 30 unique page layouts in this template with easily editable designs. You can change colors, fonts, and paragraphs however you like to fit your brand.

Basic Microsoft Word Business Plan Template

If you want to make a simple and basic business plan for a small company, this Word template is for you. It features a minimal layout with a basic design for making a small brochure. You can use 4 different page layouts to create your business plan. And it’s fully customizable too.

Simple Word Business Plan Template

This business plan template also features a simple design. It’s ideal for startups, agencies, and even small businesses for making a business plan to motivate employees and even set goals for your future. The template includes 4 page designs in A4 size.

A creative business plan Word template that comes with more than 50 different page designs. With this template, you can make all kinds of business plan brochures for various types of brands. The template also includes editable colors, paragraphs, objects, free fonts, and so much more.

Business Project Plan Template for Word

A simple business plan template for small brands. This template includes 3 unique page layouts for crafting a basic business plan. It’s ideal even for solopreneurs and freelancers for creating a strategy for your business. It comes in A4 size.

Free Healthcare Business Plan Word Template

This free business plan template is made with businesses and companies in the healthcare industry. It features a clean design with several page layouts you can use to craft an effective business plan.

Free Editable Business Plan Template for Word

Another blank and basic business plan Word template you can download for free. This template has very simple page layouts but they are ideal for creating an effective business plan brochure for small businesses.

Be sure to check out our best Word templates collection for more design inspiration.

Free Business Plan Template

One of the reasons that so many small businesses fail is that they don't do the necessary up front work to create an accurate and realistic business plan. Creating a business plan doesn't guarantee success, but the process of writing a plan is critical for any successful new business. It isn't our goal to try to tell you everything you need to know about creating a business plan. Instead, our goal is to make the process easier by providing a professionally designed business plan template that you can edit easily using Word and Excel .

Business Plan Template

License : Private Use (not for distribution or resale)

Authors : Jon Wittwer and Jim Wittwer

Update (7/22/2016) : We've added a basic break-even analysis worksheet to the companion Excel workbook.

Description

This template provides a business plan outline with sample questions, tables, and a working table of contents. It was created for newer versions of Word and Excel (Office 2007 or later) so that you can easily change the fonts and color scheme and the file will be compatible with the mobile and web-based Word & Excel apps.

It is best to use Excel for financial statements, data tables and charts. So, we have provided a companion Excel workbook with these sample financial statements and other tables and graphs that you can copy and paste into your Word document.

The companion workbook combines many of the different spreadsheets you can find on Vertex42.com, but customized specifically for inclusion in a business plan.

Using the Business Plan Template

Editing headings and table of contents.

Word allows you to assign format Styles to text and paragraphs, and we've designed the template to use these Styles for defining headings, sub-headings, and figure captions.

If you want to add a new section so that the Table of Contents updates correctly, just add a new heading in the body of the document and assign it the Heading 1 or Heading 2 style.

To update the Table of Contents, go to the References tab and within the Table of Contents group of buttons, click on Update Table and then "Update entire table."

Copy/Paste From Excel to Word

For simple tables, you can use Copy/Paste (Ctrl+c / Ctrl+v) to copy a table from Excel to Word. This will typically paste the data as a formatted and editable table in Word, though none of the formulas will be functional within Word (and the table will not be linked to Excel). If you don't want the table to be editable in Word, you can "Paste as a Picture" using Paste Special or by choosing the "Picture" option when you right-click in Word to paste the table.

Important : When you paste a chart object into your business plan, make sure to "Paste as a Picture" because pasting the chart as an embedded object means that the entire spreadsheet becomes embedded in your Word document (even though what you see is only the chart).

If you want to insert a table into Word as a "Linked Object" so that when you edit Excel, the table in Word will update automatically, you may have a more difficult time preserving the formatting of the original. However, at the least the entire spreadsheet won't be embedded within your business plan Word document.

More Related Templates

Resources for Writing a Business Plan

• Write Your Business Plan at SBA.gov - Anybody starting a business should become familiar with the SBA (small business association). SBA.gov also has an online tool for creating a business plan .
• YouTube: How to Write a Business Plan - Business Wales (3 minutes) - This video offers a quick overview and tips for the essential parts of a business plan.
• YouTube: How to Write a Business Plan - Berkeley-Haas (71 minutes) - This presentation offers both the venture capitalist and entrepreneur perspective on how to write a business plan that can successfully attract funding.
• Write Your Business Plan at Entrepreneur.com - A book written by the staff of a company that should know what they are talking about.
• Sample Business Plans at bplans.com - Finding a business plan for similar businesses in your industry is a great way to get ideas for what to include in your plan. This site is a great resource for not only finding sample plans, but also for creating a business plan online using their step-by-step approach.

Other Free Business Plan Templates

• Business Planning Template Gallery at SCORE.org - This nonprofit organization (supported by the SBA) has provided expertise and free mentorship for millions of small business owners. They also have a useful collection of templates.
• Develop Your Business Plan at business.gov.au - This Australian Government site provides a really good business plan template for Word, including a detailed guide, questions to answer, and sample financial statements.

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Related Templates

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Simple Business Plan Templates

By Joe Weller | April 2, 2020

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In this article, we’ve compiled a variety of simple business plan templates, all of which are free to download in PDF, Word, and Excel formats.

On this page, you’ll find a one-page business plan template , a simple business plan for startups , a small-business plan template , a business plan outline , and more. We also include a business plan sample and the main components of a business plan to help get you started.

Simple Business Plan Template

Download Simple Business Plan Template

This simple business plan template lays out each element of a traditional business plan to assist you as you build your own, and it provides space to add financing information for startups seeking funding. You can use and customize this simple business plan template to fit the needs for organizations of any size.

One-Page Business Plan Template

Download One-Page Business Plan Template

Excel | Word | PDF  | Smartsheet

Use this one-page business plan to document your key ideas in an organized manner. The template can help you create a high-level view of your business plan, and it provides easy scannability for stakeholders. You can use this one-page plan as a reference to build a more detailed blueprint for your business. 

For additional single page plans, take a look at " One-Page Business Plan Templates with a Quick How-To Guide ."

Simple Fill-in-the-Blank Business Plan Template

Download Simple Fill-in-the-Blank Business Plan Template

Use this fill-in-the-blank business plan template to guide you as you build your business plan. Each section comes pre-filled with sample content, with space to add customized verbiage relevant to your product or service.

For additional free, downloadable resources, visit " Free Fill-In-the-Blank Business Plan Templates ."

Simple Business Plan for Startup

‌ Download Startup Business Plan Template — Word

This business plan template is designed with a startup business in mind and contains the essential elements needed to convey key product or service details to investors and stakeholders. Keep all your information organized with this template, which provides space to include an executive summary, a company overview, competitive analysis, a marketing strategy, financial data, and more. For additional resources, visit " Free Startup Business Plan Templates and Examples ."

Simple Small-Business Plan Template

Download Simple Small-Business Plan Template

This template walks you through each component of a small-business plan, including the company background, the introduction of the management team, market analysis, product or service offerings, a financial plan, and more. This template also comes with a built-in table of contents to keep your plan in order, and it can be customized to fit your requirements.

Lean Business Plan Template

Download Lean Business Plan Template

This lean business plan template is a stripped-down version of a traditional business plan that provides only the most essential aspects. Briefly outline your company and industry overview, along with the problem you are solving, as well as your unique value proposition, target market, and key performance metrics. There is also room to list out a timeline of key activities.

Simple Business Plan Outline Template

Download Simple Business Plan Outline Template

Word  | PDF

Use this simple business plan outline as a basis to create your own business plan. This template contains 11 sections, including a title page and a table of contents, which details what each section should cover in a traditional business plan. Simplify or expand this outline to create the foundation for a business plan that fits your business needs.

Simple Business Planning Template with Timeline

Download Simple Business Planning Template with Timeline

Excel | Smartsheet

This template doubles as a project plan and timeline to track progress as you develop your business plan. This business planning template enables you to break down your work into phases and provides room to add key tasks and dates for each activity. Easily fill in the cells according to the start and end dates to create a visual timeline, as well as to ensure your plan stays on track.

Simple Business Plan Rubric Template

Download Simple Business Plan Rubric

Excel | Word | PDF | Smartsheet

Once you complete your business plan, use this business plan rubric template to assess and score each component of your plan. This rubric helps you identify elements of your plan that meet or exceed requirements and pinpoint areas where you need to improve or further elaborate. This template is an invaluable tool to ensure your business plan clearly defines your goals, objectives, and plan of action in order to gain buy-in from potential investors, stakeholders, and partners.

Basic Business Plan Sample

Download Basic Business Plan Sample

This business plan sample serves as an example of a basic business plan that contains all the traditional components. The sample provides a model of what a business plan might look like for a fictional food truck business. Reference this sample as you develop your own business plan.

For additional resources to help support your business planning efforts, check out “ Free Strategic Planning Templates .”

Main Components of a Business Plan

The elements you include in your business plan will depend on your product or service offerings, as well as the size and needs of your business. 

Below are the components of a standard business plan and details you should include in each section:

• Company name and contact information
• Website address
• The name of the company or individual viewing the presentation
• Table of Contents
• Company background and purpose
• Mission and vision statement
• Management team introduction
• Core product and service offerings
• Target customers and segments
• Marketing plan
• Competitive analysis
• Unique value proposition
• Financial plan (and requirements, if applicable)
• Business and industry overview
• Historical timeline of your business
• Offerings and the problem they solve
• Current alternatives
• Competitive advantage
• Market size
• Target market segment(s)
• Projected volume and value of sales compared to competitors
• Differentiation from competitors
• Pricing strategy
• Marketing channels
• Promotional plan
• Distribution methods
• Legal structure of your business
• Names of founders, owners, advisors, etc.
• Management team’s roles, relevant experience, and compensation plan
• Staffing requirements and training plans
• Physical location(s) of your business
• Additional physical requirements (e.g., warehouse, specialized equipment, facilities, etc.)
• Production workflow
• Raw materials and sourcing methods
• Projected income statement
• Projected cash flow statement
• Projected balance sheet
• Break-even analysis
• Charts and graphs
• Market research and competitive analysis
• Information about your industry
• Information about your offerings
• Samples of marketing materials
• Other supporting materials

Tips for Creating a Business Plan

It’s easy to feel overwhelmed at the thought of putting together a business plan. Below, you’ll find top tips to help simplify the process as you develop your own plan. 

• Use a business plan template (you can choose from the variety above), or refer to the previous section to create a standard outline for your plan.
• Modify your outline to reflect the requirements of your specific business. If you use a standard business plan outline, remove sections that aren’t relevant to you or aren’t necessary to run your business.
• Gather all the information you currently have about your business first, and then use that information to fill out each section in your plan outline.
• Use your resources and conduct additional research to fill in the remaining gaps. (Note: It isn’t necessary to fill out your plan in order, but the executive summary needs to be completed last, as it summarizes the key points in your plan.)
• Ensure your plan clearly communicates the relationship between your marketing, sales, and financial objectives.
• Provide details in your plan that illustrate your strategic plan of action, looking forward three to five years.
• Revisit your plan regularly as strategies and objectives evolve.
• What product or service are we offering?
• Who is the product or service for?
• What problem does our product or service offering solve?
• How will we get the product or service to our target customers?
• Why is our product or service better than the alternatives?
• How can we outperform our competitors?
• What is our unique value proposition?
• When will things get done, and who is responsible for doing them?
• If you need to obtain funding, how will you use the funding?
• When are payments due, and when do payments come in?
• What is the ultimate purpose of your business?
• When do you expect to be profitable?

To identify which type of business plan you should write, and for more helpful tips, take a look at our guide to writing a simple business plan .

Benefits of Using a Business Plan Template

Creating a business plan can be very time-consuming, especially if you aren’t sure where to begin. Finding the right template for your business needs can be beneficial for a variety of reasons. 

Using a business plan template — instead of creating your plan from scratch — can benefit you in the following ways:

• Enables you to immediately write down your thoughts and ideas in an organized manner
• Provides structure to help outline your plan
• Saves time and valuable resources
• Helps ensure you don’t miss essential details

Limitations of a Business Plan Template

A business plan template can be convenient, but it has its drawbacks — especially if you use a template that doesn’t fit the specific needs of your business.

Below are some limitations of using a business plan template:

• Each business is unique and needs a business plan that reflects that. A template may not fit your needs.
• A template may restrict collaboration with other team members on different aspects of the plan’s development (sales, marketing, and accounting teams).
• Multiple files containing different versions of the plan may be stored in more than one place.
• You still have to manually create charts and graphs to add to the plan to support your strategy.
• Updates to the plan, spreadsheets, and supporting documents have to be made in multiple places (all documents may not update in real time as changes are made).

Improve Your Business Plan with Real-Time Work Management in Smartsheet

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The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. 

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time.  Try Smartsheet for free, today.

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Free Download

Business Plan Template for Small Businesses

Business planning can feel complicated. it doesn't have to be. start putting pen to paper today with your free business plan template download..

Available formats:

Downloads: 929,261

Our free template includes:

• Fill-in-the-blanks simplicity

You don't need to be an expert. This template makes business planning easy.

All 100% free. We're here to help you succeed in business, no strings attached.

Why you need a business plan

Writing a business plan can seem like a big task, especially if you’re starting a business for the first time and don’t have a financial background. After all, business plans have changed over the years, and what lenders and investors expect now is different than it was even just 10 years ago.

What hasn’t changed is that writing a business plan will help you:

• Develop a strategy for success
• Reduce the risk of starting a business
• Explore new business ideas
• Attract investors and get funding

Learn more about how you can get value out of your business plan .

What is included in this business plan template?

This template includes definitions, guidance, and examples for every business plan component needed to start, fund, and grow your business.

After downloading the full template, you’ll receive instructions on how to fill out each of the following sections.

Executive summary

The brief summary of your business plan introduces everyone to your business, the problem you solve, and what you’re asking from your readers. It’s the first chapter of your business plan and the last thing you write once you have the details from your full plan.

Problem & solution

More than a simple description of your products and services – here you define the problem you’re solving and the value you provide. It’s also your chance to showcase any initial traction that shows you’re on the right track.

Market analysis and target market

A detailed assessment of the market you intend to enter, including the size and value of the market, potential customer segments, and their buying patterns.

Competition

Show that you know who your competitors are, what advantages you have, and how you’re positioning your business to be competitive.

Marketing & sales

Describe how you’ll reach and sell to potential customers with a detailed sales plan and chosen marketing channels.

What makes your business run? Outline the day-to-day workflows and what needs to be set up for your business to deliver a product or service.

Milestones & metrics

Set goals for your business that include the dates and people responsible for accomplishing them. This is what you’ll use to manage responsibilities, track growth, and execute your larger strategy.

Company overview and team

Provide a brief rundown of the legal and structural components of your company, including your history, current team, and gaps you need to fill.

Financial plan

Create well-structured and accurate financial statements to help you pitch to investors, land funding, and achieve long-term success. All without the help of a financial advisor or a degree in accounting.

While not required, this last section of your business plan is a great place to drop in additional documents that support and strengthen the rest of your plan.

How do you write a simple business plan?

If you’re exploring a business idea and don’t plan to pursue funding, then you actually don’t need to write a traditional business plan. Instead, opt for a one-page plan , which is far easier to create but just as effective.

To write a simple one-page business plan, follow the same core sections as a traditional plan. But instead of lengthy paragraphs and multiple pages covering each area of your business, stick with single sentences and bulleted lists.

If a one-page plan sounds like a better option, download our free simple business plan template to get started.

Start your business plan today

Whether you're writing a business plan to validate your business idea, secure funding, or grow your existing business – our template will help you achieve your goals.

Business plan template FAQ

What file formats are available for this business plan template?

You can download and use this business plan template as a Google Doc, .docx (Microsoft Word), or PDF.

Can you print out this template?

This is a printable business plan template that can be downloaded and printed no matter which format you choose.

Why should you start with a business plan template?

Starting with a good business plan template (like this one) includes everything you need to get started. It helps you organize your thoughts, and provides guidance, instructions, and examples to create an investor-ready and SBA-approved business plan format. It really speeds up the planning process. Oh, and it's 100% free!

Is writing a business plan easy?

Using a business plan template can make writing a business plan easier. Additionally, if you focus on just getting your information down quickly, with the expectation that you'll revisit and revise your plan, you can speed up and simplify the process .

Can someone write your business plan for you?

If you're still struggling to write your business plan even when using a template, you can look into hiring a professional business plan writer. We even have a free resource to help you ask just the right questions  to make sure you find the right plan writer.

A faster way to plan.

LivePlan is the #1 planning tool for over 1 million businesses.

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10 Free Business Plan Templates in Word, Excel, & ClickUp

ClickUp Contributor

February 13, 2024

Turning your vision into a clear and coherent business plan can be confusing and tough. 

Hours of brainstorming and facing an intimidating blank page can raise more questions than answers. Are you covering everything? What should go where? How do you keep each section thorough but brief?

If these questions have kept you up at night and slowed your progress, know you’re not alone. That’s why we’ve put together the top 10 business plan templates in Word, Excel, and ClickUp—to provide answers, clarity, and a structured framework to work with. This way, you’re sure to capture all the relevant information without wasting time. 

And the best part? Business planning becomes a little less “ugh!” and a lot more “aha!” 🤩

What is a Business Plan Template?

What makes a good business plan template, 1. clickup business plan template, 2. clickup sales plan template, 3. clickup business development action plan template, 4. clickup business roadmap template, 5. clickup business continuity plan template, 6. clickup lean business plan template, 7. clickup small business action plan template, 8. clickup strategic business roadmap template , 9. microsoft word business plan template by microsoft, 10. excel business plan template by vertex42.

A business plan template is a structured framework for entrepreneurs and business executives who want to create business plans. It comes with pre-arranged sections and headings that cover key elements like the executive summary , business overview, target customers, unique value proposition, marketing plans, and financial statements.  

A good business plan template helps with thorough planning, clear documentation, and practical implementation. Here’s what to look for:

• Comprehensive structure: A good template comes with all the relevant sections to outline a business strategy, such as executive summary, market research and analysis, and financial projections 
• Clarity and guidance: A good template is easy to follow. It has brief instructions or prompts for each section, guiding you to think deeply about your business and ensuring you don’t skip important details
• Clean design: Aesthetics matter. Choose a template that’s not just functional but also professionally designed. This ensures your plan is presentable to stakeholders, partners, and potential investors
• Flexibility : Your template should easily accommodate changes without hassle, like adding or removing sections, changing content and style, and rearranging parts 🛠️ 

While a template provides the structure, it’s the information you feed it that brings it to life. These pointers will help you pick a template that aligns with your business needs and clearly showcases your vision.

10 Business Plan Templates to Use in 2024

Preparing for business success in 2024 (and beyond) requires a comprehensive and organized business plan. We’ve handpicked the best templates to help you guide your team, attract investors, and secure funding. Let’s check them out.

If you’re looking to replace a traditional business plan document, then ClickUp’s Business Plan Template is for you!

This one-page business plan template, designed in ClickUp Docs , is neatly broken down into the following sections:

• Company description : Overview, mission, vision, and team
• Market analysis : Problem, solution, target market, competition, and competitive advantage
• Sales and marketing strategy : Products/services and marketing channels
• Operational plan : Location and facilities, equipment and tools, manpower, and financial forecasts
• Milestones and metrics: Targets and KPIs

Customize the template with your company logo and contact details, and easily navigate to different sections using the collapsible table of contents. The mini prompts under each section guide you on what to include—with suggestions on how to present the data (e.g., bullet lists, pictures, charts, and tables). 

You can share the document with anyone via URL and collaborate in real time. And when the business plan is ready, you have the option to print it or export it to PDF, HTML, or Markdown.

But that’s not all. This template is equipped with basic and enterprise project management features to streamline the business plan creation process . The Topics List view has a list of all the different sections and subsections of the template and allows you to assign it to a team member, set a due date, and attach relevant documents and references.

Switch from List to Board view to track and update task statuses according to the following: To Do, In Progress, Needs Revision, and Complete. 

This template is a comprehensive toolkit for documenting the different sections of your business plan and streamlining the creation process to ensure it’s completed on time. 🗓️

If you’re looking for a tool to kickstart or update your sales plan, ClickUp’s Sales Plan Template has got you covered. This sales plan template features a project summary list with tasks to help you craft a comprehensive and effective sales strategy. Some of these tasks include:

• Determine sales objectives and goals
• Draft positioning statement
• Perform competitive analysis
• Draft ideal customer persona
• Create a lead generation strategy

Assign each task to a specific individual or team, set priority levels , and add due dates. Specify what section of the sales plan each task belongs to (e.g., executive summary, revenue goals, team structure, etc.), deliverable type (such as document, task, or meeting), and approval state (like pending, needs revisions, and approved).

And in ClickUp style, you can switch to multiple views: List for a list of all tasks, Board for visual task management, Timeline for an overview of task durations, and Gantt to get a view of task dependencies. 

This simple business plan template is perfect for any type of business looking to create a winning sales strategy while clarifying team roles and keeping tasks organized. ✨

Thinking about scaling your business’s reach and operations but unsure where or how to start? It can be overwhelming, no doubt—you need a clear vision, measurable goals, and an actionable plan that every member of your team can rally behind. 

Thankfully, ClickUp’s Business Development Action Plan Template is designed to use automations to simplify this process so every step toward your business growth is clear, trackable, and actionable.

Start by assessing your current situation and deciding on your main growth goal. Are you aiming to increase revenue, tap into new markets, or introduce new products or services? With ClickUp Whiteboards or Docs, brainstorm and collaborate with your team on this decision.

Set and track your short- and long-term growth goals with ClickUp’s Goals , break them down into smaller targets, and assign these targets to team members, complete with due dates. Add these targets to a new ClickUp Dashboard to track real-time progress and celebrate small wins. 🎉

Whether you’re a startup or small business owner looking to hit your next major milestone or an established business exploring new avenues, this template keeps your team aligned, engaged, and informed every step of the way.

ClickUp’s Business Roadmap Template is your go-to for mapping out major strategies and initiatives in areas like revenue growth, brand awareness, community engagement, and customer satisfaction. 

Use the List view to populate tasks under each initiative. With Custom Fields, you can capture which business category (e.g., Product, Operations, Sales & Marketing, etc.) tasks fall under and which quarter they’re slated for. You can also link to relevant documents and resources and evaluate tasks by effort and impact to ensure the most critical tasks get the attention they deserve. 👀

Depending on your focus, this template provides different views to show just what you need. For example, the All Initiatives per Quarter view lets you focus on what’s ahead by seeing tasks that need completion within a specific quarter. This ensures timely execution and helps in aligning resources effectively for the short term.

This template is ideal for business executives and management teams who need to coordinate multiple short- and long-term initiatives and business strategies.

In business, unexpected threats to operations can arise at any moment. Whether it’s economic turbulence, a global health crisis, or supply chain interruptions, every company needs to be ready. ClickUp’s Business Continuity Plan Template lets you prepare proactively for these unforeseen challenges.

The template organizes tasks into three main categories:

• Priorities: Tasks that need immediate attention
• Continuity coverage: Tasks that must continue despite challenges
• Guiding principles: Resources and protocols to ensure smooth operations

The Board view makes it easy to visualize all the tasks under each of these categories. And the Priorities List sorts tasks by those that are overdue, the upcoming ones, and then the ones due later.

In times of uncertainty, being prepared is your best strategy. This template helps your business not just survive but thrive in challenging situations, keeping your customers, employees, and investors satisfied. 🤝

Looking to execute your business plan the “lean” way? Use ClickUp’s Lean Business Plan Template . It’s designed to help you optimize resource usage and cut unnecessary steps—giving you better results with less effort.

In the Plan Summary List view, list all the tasks that need to get done. Add specific details like who’s doing each task, when it’s due, and which part of the Business Model Canvas (BMC) it falls under. The By Priority view sorts this list based on priorities like Urgent, High, Normal, and Low. This makes it easy to spot the most important tasks and tackle them first.

Additionally, the Board view gives you an overview of task progression from start to finish. And the BMC view rearranges these tasks based on the various BMC components. 

Each task can further be broken down into subtasks and multiple checklists to ensure all related action items are executed. ✔️

This template is an invaluable resource for startups and large enterprises looking to maximize process efficiencies and results in a streamlined and cost-effective way.

The Small Business Action Plan Template by ClickUp is tailor-made for small businesses looking to transform their business ideas and goals into actionable steps and, eventually, into reality. 

It provides a simple and organized framework for creating, assigning, prioritizing, and tracking tasks. And in effect, it ensures that goals are not just set but achieved. Through the native dashboard and goal-setting features, you can monitor task progress and how they move you closer to achieving your goals.

Thanks to ClickUp’s robust communication features like chat, comments, and @mentions, it’s easy to get every team member on the same page and quickly address questions or concerns.

Use this action plan template to hit your business goals by streamlining your internal processes and aligning team efforts.

For larger businesses and scaling enterprises, getting different departments to work together toward a big goal can be challenging. The ClickUp Strategic Business Roadmap Template makes it easier by giving you a clear plan to follow.

This template is packaged in a folder and split into different lists for each department in your business, like Sales, Product, Marketing, and Enablement. This way, every team can focus on their tasks while collectively contributing to the bigger goal.

There are multiple viewing options available for team members. These include:

• Progress Board: Visualize tasks that are on track, those at risk, and those behind
• Gantt view: Get an overview of project timelines and dependencies
• Team view: See what each team member is working on so you can balance workloads for maximum productivity

While this template may feel overwhelming at first, the getting started guide offers a step-by-step breakdown to help you navigate it with ease. And like all ClickUp templates, you can easily customize it to suit your business needs and preferences.

Microsoft’s 20-page traditional business plan template simplifies the process of drafting comprehensive business plans. It’s made up of different sections, including:

• Executive summary : Highlights, objectives, mission statement, and keys to success
• Description of business: Company ownership and legal structure, hours of operation, products and services, suppliers, financial plans, etc.
• Marketing: Market analysis, market segmentation, competition, and pricing
• Appendix: Start-up expenses, cash flow statements, income statements, sales forecast, milestones, break-even analysis, etc.

The table of contents makes it easy to move to different sections of the document. And the text placeholders under each section provide clarity on the specific details required—making the process easier for users who may not be familiar with certain business terminology.

No business template roundup is complete without an Excel template. This business plan template lets you work on your business financials in Excel. It comes with customizable tables, formulas, and charts to help you look at the following areas:

• Highlight charts
• Market analysis
• Start-up assets and expenses
• Sales forecasts
• Profit and loss
• Balance sheet
• Cash flow projections
• Break-even analysis

This Excel template is especially useful when you want to create a clear and visual financial section for your business plan document—an essential element for attracting investors and lenders. However, there might be a steep learning curve to using this template if you’re not familiar with business financial planning and using Excel.

Try a Free Business Plan Template in ClickUp

Launching and running a successful business requires a well-thought-out and carefully crafted business plan. However, the business planning process doesn’t have to be complicated, boring, or take up too much time. Use any of the above 10 free business plan formats to simplify and speed up the process.

ClickUp templates go beyond offering a solid foundation to build your business plans. They come with extensive project management features to turn your vision into reality. And that’s not all— ClickUp’s template library offers over 1,000 additional templates to help manage various aspects of your business, from decision-making to product development to resource management .

Sign up for ClickUp’s Free Forever Plan today to fast-track your business’s growth! 🏆

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A better business plan template to get finished faster

Go beyond a basic business plan template

If you're looking for a business plan template to jumpstart your plan, you're in the right place.

LivePlan is an online, easy–to–use business plan template that walks you step–by–step through the planning process.

With fill-in-the-blank inputs , simple but powerful financial forecasting, and beautiful business plans , you'll go from template to complete business plan in half the time.

Don't forget about the financial forecasts

Creating the right financial forecasts for your business is often the hardest part of writing a business plan.

Crunching the numbers by hand is tough – so much so that most free online templates skip over it completely. LivePlan gives you automated financial forecasting and makes it easy.

So, even if you've never started a business before, you can build all of the financial reports investors expect to see.

You'll get a complete profit & loss statement, cash flow forecasts, balance sheets, and more – all without ever having to look at a spreadsheet or worry about breaking a formula.

How LivePlan compares to free business plan templates:

LivePlan is way more than your basic business plan template. It's a planning tool that takes the pain out of the entire business planning process. You'll track your performance as you grow, define the tasks you need to get your business to the next level, and compare your plan against the competition. No other template comes even close.

LivePlan Makes It Easy

“I was going nuts trying to create charts and properly format them. Then a friend recommended LivePlan! The financials were so easy to use.”

“It's an awesome product. Really walks you through each phase of the business plan process with examples and benchmarks.”

Skip the hassle of Word and Excel Business Plan Templates

You could write your business plan with Word and Excel, but you'll probably end up spending countless extra hours figuring out how to get an impressive–looking document.

You'll see that Word and Excel templates also lack instructions, examples from successful business plans, and they often require in–depth financial knowledge.

Instead, choose an interactive template like LivePlan.

LivePlan's step–by–step business plan template guides you every step of the way, so you don't have to worry about formatting, getting the formulas right in some downloaded spreadsheet, or making sure your plan is in an approved format that banks and lenders expect. If you have questions while writing your plan, our expert team will help you out.

Download a free business plan template

Still want to download a business plan template? Download your free template to start – then try LivePlan risk free . You'll feel the difference right away.

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Free Business Plan Template

Download a free business plan template for Word. Includes frequently asked questions about business plans.

Updated on September 17th, 2023

The SMB Guide is reader-supported. When you buy through links on our site, we may earn an affiliate commission. Learn more

A business plan template is a pre-formatted business plan that contains an outline for a synopsis of your business details, goals, and measurable steps you are planning to take to achieve these. A business plan is vital to obtain financing for your business and should be the foundation of your pitch deck.

Below is our free downloadable business plan template. This plan can be tailored to your specific business and the stage it is in, as well as for the intended audience.

Business Plan Template - Free Download

Download this blank business plan template in Word format and create your own business plan.

Benefits of Using a Business Plan Template:

• Ensure that your plan is presented in a standard format.
• Uncover the right information before your business is launched.
• Create a professional document without outsourcing.

See our template .

Why You Should Use a Business Plan Template:

Business plan templates allow entrepreneurs and small business owners to save time by working off of a pre-formatted document. With a professional template, you can add specific information about your business without having to start from scratch.

Writing a business plan is a time-consuming process, even if you use a template. However, using a template ensures that you add all of the content that you need before you make your business pitch. Working through a template one section at a time can help you to gather all of the information that you need.

Generally, it's a good idea to write your Executive Summary last. This way, you will have a much better idea of how to summarize and describe your business.

Download our template to get started.

Business to Business

Discover more about Business to Business (B2B) - what it means and how it affects your business. Includes an overview and frequently asked questions.

Jan 11, 2022

How do you write a business plan?

You can use a template , or start from scratch. Either way, your business plan should include a summary of your business, financial projections, details about marketing, a description of your products/services, and a SWOT analysis.

What is a business plan template?

A business plan template is a pre-formatted document that already contains an outline and basic details. You can customize a template to create a business plan for your own business.

How do I write a business plan for a startup?

Planning for a startup is the same as planning for any new business venture. You need a detailed business plan that is focused primarily on the financial needs of your new business. This will help to attract investors and give you a realistic picture of how much capital you need to succeed.

How do I write a 5-year business plan?

A 5-year business plan is typically written the same way as a normal business plan, except the financial projections from one year to the next may go into more detail. The plan may also include special projects/developments that you want to invest in during the first five years of operation.

What are the three main purposes of a business plan?

• Create a roadmap for the growth of your business.
• Demonstrate to lenders and investors that you have a path to success.
• Gather and evaluate all of the information needed to make decisions.

What should a business plan include?

• Executive Summary.
• Business Overview.
• Operations.
• Market Analysis.
• Products and Services.
• Competition.
• Management.
• Financial Plan.
• Projected Revenue.
• Appendices.

How do you write a successful business plan?

Successful business plans are well researched, including supporting documentation (financial statements, graphs, etc), demonstrate a keen understanding of the target market, and have a multi-faceted marketing strategy.

What do you title a business plan?

Business plans usually have a cover page with a prominent title that includes the company name and the words "Business Plan" either above or below the name. The cover page may also include contact information or a business address.

What are the types of business plans?

• Startup business plan.
• Growth business plan.
• Strategic business plan.
• Feasibility business plan.
• Internal business plan.
• Operations business plan.

How long is a business plan?

The length of your business plan is less important than the quality of the content that is contained within it. However, business plans generally vary in length from 20 to 50 pages depending on the spacing, size of the font, visual elements, and detail of each section.

How much does it cost to get a business plan written?

On the low end, freelancers may charge several hundred dollars to write a business plan, while professionals and consultants may charge several thousand. If you are going to outsource the creation of your business plan, make sure you hire someone who has lots of experience.

How do you write an executive summary for a business plan?

An executive summary should contain the following:

• Introduction.
• Company strengths.
• Explanation of product/service and how it meets a need or solves a problem.
• Conclusion emphasizing the importance/value of the business.

You should try to be concise when you're writing your executive summary since the rest of your business plan will provide more explanation for readers. The point is to draw people in and give them a 1000-foot view of what you are doing. It is generally agreed that the executive summary should make up no more than 5 - 10% of your entire business plan.

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The above sentences clearly depict that planning is everything. Successful organizations credit 90% of their victory for planning. Rest all is to implement the same. They consider the business plan as their most reliable and robust strategic management tool. If a simple business plan is taking much time, that means it will reduce the effort in accomplishing the project. You may also see plan samples .

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> Whole Business Model on One Page

> business model canvas, what is a business plan template, how to make a business plan template, what is the format of a business plan, what is the process of business planning, what needs to be included in a business plan, what are the key elements of a business plan.

• 1. Business overview
• 2. Executive summary
• 3. Market analysis
• 4. Organizational and management plans
• 5. Marketing strategies and sales plans
• 6. Product line
• 7. Financial details
• 8. Team description

How to Write a Business Plan Step by Step?

• 1. First things first, conduct an extensive research of the industry and the market to get a clear picture of what you are getting into and the kind of costs you will have to incur.
• 2. Start by writing a summary of your business plan like what it offers, its benefits etc.
• 3. This should be followed by the company description and what all it will entail.
• 4. Next give an elaborate account of the market analysis and your findings as far as competition, customers and prospects are concerned.
• 5. This should be followed by the structure of your business and how you intend to go about managing it.
• 6. Give a description of your product or service line and how it will be different from the competitor products or services.
• 7. Next, give a detailed account of the strategy that you intend to follow to market your business and get enough sales.
• 8. This should be followed by the details of the finances that you have handy and the requirements.
• Acquiring finances for the business
• Creating alliances in the business arena with experts
• Recruiting expertise for the firm
• Giving a detailed account of the business idea

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