6+ FREE Multipage Business Plan Templates: Your Path to Business Excellence

Why is a business plan called the “foundation” of a business, download business plan templates in ms word format.

free-business-plan-samples-examples-and-templates

#1 – General Business Plan Format

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#2 – Business Plan Template with Sample Data

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Helpful Video Tutorial

#3 – nonprofit business plan.

nonprofit-business-plan-template-cover-page

#4 – Small Business Plan

small-business-plan-template-cover-page

#5 – Startup Business Plan

startup-business-plan-template-cover-page

#6 – Business Continuity Plan

business-continuity-plan-template-cover-page

How does a business plan help you start and manage your business?

Serves as your light in the tunnel:, earns you triple the outcomes:, helps you in proving your efficacy:, helps you in securing investments and funding:, brings the right team on board:, how does one jump into the process of business plan designing.

  • The Concept and idea behind your business
  • Identifying your potential Clients or Customers
  • Carving the Cashflow trails that can be expected

How do we organize a business plan for maximum efficiency?

  • Executive summary – company’s goals (short-term as well as long-term), missions, and objectives
  • Company and enterprise description – the structure, nature, history, mission, goals, and strategies. Explain what your enterprise aims to achieve and the industry it operates in.
  • Products/services – What offerings will you provide to your market?
  • Market Analysis – Understand your targeted customer base, industry knowledge, marketing data, and insights into your competitors.
  • SWOT analysis – Analyzing your strengths, weaknesses, opportunities, and threats to refine your strategy.
  • Strategy and Implementation – Craft a sales and marketing strategy, plan for business promotion, navigate market entry, manage production and delivery, and outline your workforce strategies.
  • Legal considerations – Address the legal matters essential for legitimizing your enterprise.
  • Financial plans and projections – Detail profit and funding generation, strategies for sales maximization, cash flow management, and income statement projections.
  • Timeline – Establish a timeline to track milestones and goals for your enterprise’s development.
  • Appendix – Include additional supporting documents and resources.

How to choose the most appropriate plan for one’s business?

  • A strategic plan can be chosen when you specifically want to focus on the organization’s vision and properties.
  • A traditional plan can be selected when you wish to stick to the basic, standard template
  • A lean plan can be your out-of-the-box thinking, helping you formulate a document based on new ideas. It takes less time to be formulated and is a summarized document.

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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.

6,000+ Word Templates & More With Unlimited Downloads

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Certificates

Certificates

Traditional & modern.

Resume & CVs

Resume & CVs

Unique & pro.

Invoices

Bill in Style

Letterheads

Letterheads

Simple & professional.

eBook Templates

eBook Templates

Readable layouts.

Magazine Templates

Magazine Templates

For word & indesign.

Explore Word Templates

Education Business Plan Word Template

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

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

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

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

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 - 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

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.

Business Proposal Template for Word

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

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

 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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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 & 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

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

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

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.

Creative Business Plan Template for Word

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

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

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

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

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

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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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Business Templates by Vertex42.com

Related Templates

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Financial Statements

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.

Nov 28, 2023

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.

microsoft word business plan template free download

Microsoft 365 Life Hacks > Writing > Writing and Formatting a Successful Business Plan

Writing and Formatting a Successful Business Plan

Whether you’re an experienced business person or a first-time entrepreneur, a business plan presents an important opportunity to showcase your unique business ideas and make a plan for how it will it function and operate.

Because of its importance, it can sometimes appear to be an overwhelming task. However, with some guidance on business plan formatting and a breakdown of the plan’s most essential components, you can make the task more manageable and more easily get started on your own plan—bringing the possibility of your grand opening ever closer.

Business professionals discussing a blueprint at conference table in an office.

What Is a Business Plan?

A business plan usually serves either or both of two purposes: Sometimes it’s used to court potential investors in a business. Other times, it sets out guidelines and a strategy for initial members of a business’s team to follow as they get things up and running. In either case, this formal document maps out the purpose, goals, finances, and future plans of a new or existing business.

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Formatting Your Business Plan

Before you get started on writing your business plan, it’s useful to understand the formatting of a typical business plan. Not only will this help you make sure you ultimately deliver the information that potential investors or teammates are expecting, but it will also help you see where you might need to do more research or spend more time.

Typically, all business plans contain each of the following parts:

Executive Summary

Company description, business goals, market and opportunity analysis, competitive analysis, execution plan, marketing plan, financial analysis and projections.

Below, we sum up what these sections entail to help you craft each of them according to your own business’s needs.

Business plans usually open with what’s called an executive summary. Typically taking up no more than about half of a page, this summary should include the most essential information about your business and highlights from the plan that follows, including:

  • Your organization’s mission statement
  • A description of the products and services your business offers
  • The purpose of your business plan
  • Any major achievements your business has made so far
  • An overview of your business’s financial health

A company description should include both basic information about your organization—its registered name, physical location, and a short history of the company—as well as more detailed info about how your business intends to succeed. In other words, once you’ve touched on the very basics, this is your chance to hook readers of your business plan. To do so, it can be helpful to set the stage for your readers: consider the answers to questions like, “Why did you start this business?”, “What unique problems does your business solve?”, and “What makes your company different from others like it?”

Sometimes referred to as an “objective statement,” this section of your business plan should clearly outline your company’s goals—over both the short and long term. If you’re making an appeal to investors, this is also your chance to include some persuasive writing and describe to them how their investments are critical to helping you meet these goals.

This section requires keen research skills: Bring in all of your knowledge of the market your business is working in to show investors and potential partners where the opportunity lies. Show that you have an understanding of the market’s past, present, and future—and understand the unique risks that businesses in this space face. Additionally, you will want to show what typical types of customers in this market are like with information on key demographics and customer behaviors that your business will market itself to.

Moving past the broad view of the overall market, your business plan should include an analysis of the business models or examples of your closest competitors in the space. Showing how these other organizations operate, how they’ve fared over their histories, and how they market themselves to customers can help you make the case for how your business will do these things both differently and successfully.

The execution plan section should provide a window into how your business will operate behind the scenes: How will you and your employees be organized? Who will handle what tasks? Why are they the right people to do so? Answer these questions by providing thorough details on who will be doing the work and how they will be structured while getting it done.

Every business needs to have a plan on how they position and promote their offerings, as well as attract and retain customers. With this section of your business plan, explain to potential stakeholders and financiers what your initial marketing strategy is and how it will change and scale over time.

Especially for business owners seeking additional financing and investment, the financial portion of your business plan is critical in showing how your business has generated and managed income, plus deliver insight into how it will continue doing so.

This section should include a breakdown of your organization’s sales, expenses, and profits. If you’re applying for a loan or seeking investment, include an overview of what your company’s financials would look like over the next period of years if you were to receive that financial backing. In addition, you should outline a clear plan for how and when you will pay back these creditors.

Crafting a Business Plan That Succeeds

While the particulars of every business plan will be different, there are some aspects that should be common to all business plans:

  • Be Concise: The writing in a business plan needs to be persuasive for its intended audience, but it needs to do so efficiently. Use clear and concise writing that communicates your ideas and plans effectively.
  • Use Data for Support: Even if your writing is persuasive, it won’t be as effective as it can be without relevant data and hard numbers that back up your insights.
  • Get Rid of Errors: In most cases, your audience is only going to read your business plan once. Make sure you present a tidy image of your business through your business plan writing by catching and fixing all of your typos and grammatical errors. Use a digital writing assistant like Microsoft Editor to help spot these mistakes, along with any slips in the formal tone that a business plan requires.
  • Keep It Real: Avoid exaggeration, whether it’s in your sales projections, market opportunity, or elsewhere.

Creating a successful business plan requires pulling together a lot of disparate information, which takes a diverse set of skills to pull off. Whether you’re new to new businesses or this is just your latest and greatest project, this can always be a tall order.

Make it easier on yourself by using all of the tools you have at your disposal to help. In addition to the guidelines above, explore a wide range of business plan templates available from Microsoft 365, including everything from complete business plans to individual components like revenue forecasts .

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8 Business Plan Templates You Can Get for Free

Author: Kody Wirth

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

Preview of Bplans' free business plan template download asset.

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

microsoft word business plan template free download

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

microsoft word business plan template free download

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

microsoft word business plan template free download

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

A sample of the 696 free business plan templates available from Canva. The templates represented here are for a restaurant and two options designed around a minimalist beige aesthetic.

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

Preview of ClickUp's business plan template within the project management platform. It includes a number of fillable cells to help guide the creation process.

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

A preview of the Smartsheet business plan template. It provides a preview of the cover page, directory, and small views of the remaining template pages.

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

Preview of the ReferralRock affiliate marketing business plan template. It just represents the cover page of the full template.

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.

Content Author: Kody Wirth

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.

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Table of Contents

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

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

Praburam Srinivasan

Growth Marketing Manager

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.

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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.

ClickUp Business Plan Template

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. 🗓️

ClickUp Sales Plan Template

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. ✨

ClickUp Business Development Action Plan Template

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 Business Roadmap Template

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.

ClickUp Business Continuity Plan Template

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. 🤝

ClickUp Lean Business Plan Template

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.

ClickUp Small Business Action Plan Template

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.

ClickUp Strategic Business Roadmap Template 

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 Word Business Plan Template by Microsoft

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.

Excel Business Plan Template by Vertex42

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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Microsoft business plan template – 24+ free word, excel, pdf format download.

Business plans make it easier for you to run your business, as they help in giving you better ideas on how to reach your goals perfectly. A business plan is a document that summarizes the financial, marketing and sales objectives of a business. It also contains all the detailed budgets that have to be fulfilled as a part of the goals and objectives of the organization. It acts as a stepping stone and a map for the success of your business.

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Sample Business Plan Template

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Small Business Plan Template

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Business Plan Guidelines Template

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Create a Business Plan in 5 Steps:

Step 1: research and analyze the market, step 2: add the summary and description, step 3: marketing strategies and sales plan, step 4: design the business structure, step 5: calculate the budget, business plan template for online start-up.

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Simple Business Plan in Word

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Catering Business Plan

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Editable Business Action Plan

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Sample One Page Business Plan Template

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Business Development Plan in Word

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Business Plan Template Word 2007

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How to Write a Microsoft Business Plan

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Microsoft Business Plan Template

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Microsoft Office Business Plan Template 2007

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Microsoft Office Business Plan Template

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Microsoft Word Business Plan Template

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Simple Business Plan Template Word

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Final Thoughts:

General faqs, 1. what is a business plan, 2. what is the purpose of a business plan, 3. what are the elements of a business plan.

  • Executive summary
  • Market analysis
  • A snapshot of your company details
  • Marketing and sales management
  • Product and service description
  • Financials of the company, etc.

4. What is a Good Business Plan?

5. what are the advantages of a business plan.

  • You can get funding from the outside
  • You gain an understanding of the market you work in
  • You focus on your strategies and objectives
  • You can check your financial numbers and be careful about your expenses and income.

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Free Microsoft Word Marketing Plan Templates

By Joe Weller | December 3, 2023

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You can use a marketing plan template to establish your business goals and satisfy your customers’ demands. We’ve collected free, editable marketing plan templates in Microsoft Word, plus tips on when to use a marketing plan and how to create one. 

Included on this page, you’ll find a digital marketing plan template , a one-page marketing plan template in Word , and a marketing plan with a schedule . You’ll also learn why you need a marketing plan , how to create a marketing plan , and more.

Microsoft Word Basic Marketing Plan Template

Basic Marketing Plan Example Template Word

Download the Sample Basic Marketing Plan Template for Microsoft Word   Download the Blank Basic Marketing Plan Template for Microsoft Word  

Use this basic marketing plan template in Microsoft Word, available with or without sample data, to showcase your marketing plan in a simple yet effective format. The information you enter for your marketing mix (product, price, place, and promotion) is valuable for explaining your target customers’ needs, regardless of industry. The Marketing Channels section provides ample space to describe your channel strategies and their costs, so you can show stakeholders how you're utilizing the marketing budget.

Microsoft Word Strategic Marketing Plan Template

Strategic Marketing Plan Template Word

Download the Strategic Marketing Plan Template for Microsoft Word  

Use this strategic narrative-style marketing plan template in Microsoft Word as a blueprint for achieving your marketing goals. The table of content provides a list of everything in the document, making it easy to locate information. You have plenty of space to create a comprehensive and thorough plan. You can also use this template to create a competitive analysis using your businesses’s challenges, a SWOT analysis, the marketing capabilities, goals, a financial summary, and more. Each section is broken down into subsections to ensure you cover all areas in detail.

Microsoft Word Digital Marketing Plan Template

Digital Marketing Plan Template Word

Download the Digital Marketing Plan Template for Microsoft Word  

This spreadsheet-style digital marketing plan template provides an organized format to outline an effective marketing strategy. Each section is fully customizable, so you can edit the campaigns, goals, and deliverables. This template also tracks the progress of each digital initiative using a calendar to keep the plan moving forward efficiently.

View this collection of free digital marketing plan templates for managing any digital marketing project.

Microsoft Word One-Page Marketing Plan Template 

One-Page Marketing Plan Template Word

Download the One-Page Marketing Plan Template for Microsoft Word  

If you need a high-level marketing plan to share with your team, this one-page marketing plan template in Word is perfect for simple projects. Use the first section to enter your business summary, your objectives, the problem you’re facing, and more. This information provides your team with a clear understanding of what impacts the plan’s success. Complete the Action Plan section to clarify your team’s strategy by assigning owners, dates, and costs.

Microsoft Word Marketing Plan with Schedule 

Marketing Plan with Schedule Word

Download the Marketing Plan with Schedule for Microsoft Word  

This marketing plan template includes a schedule to keep your project on track. First, fill in your marketing goals, strategy, performance standards, and financial summary. Then complete the schedule using the customizable timeline. Enter each deliverable, its due date, and the owner in the corresponding columns. Share this template with your team so that they have a clear understanding of the marketing efforts and timeline. 

Find helpful tips and templates for managing your marketing projects .

What Is a Marketing Plan? 

A marketing plan is a document that outlines an organization’s strategy for reaching its target audience. It includes marketing goals, deliverables, metrics, and more. The length of the plan varies, depending on the scope and complexity of the business goals.

Why You Need a Marketing Plan

You need a marketing plan to drive revenue to your business. Implementing the plan can lead your target customers to your product or service. Without one, you could be leaving money on the table. 

Here are the reasons why you need a marketing plan:

  • Aligns Marketing Goals with Business Goals: The success of your marketing goals should translate to business success. Aligning the two will narrow your focus, help avoid distractions, and reduce risk by understanding the most profitable areas to pursue.
  • Emphasizes the Value of Your Product or Service: A marketing plan helps you determine the right price for your product or service based on the current market and your customers’ spending habits. 
  • Establishes Accountability: Team members and stakeholders can easily see who is responsible for each task and when the tasks are due. 
  • Identifies the Most Effective Marketing Channels: When your marketing channels are broken down into type, cost, and performance, it’s easy to see which are the most successful and reach the most customers.
  • Identifies the Target Audience: Knowing your audience ensures your marketing strategies are customer-focused. 
  • Identifies Your Competitors: Comparing your strategy to those of your competitors will help you identify your business’s strengths, weaknesses, and areas for growth.     
  • Improves Efficiency: A marketing plan template provides the framework, so all you have to do is fill in the information. You can also reuse the plan for future marketing campaigns, saving time and resources, as well as maintaining consistency. 
  • Keeps Everyone Aligned: Team members and stakeholders have a single source of information that keeps everyone on the same page.  
  • Motivates Your Team: Being able to visualize the big picture of your organization’s goals helps keep the team focused and excited to take part. 
  • Organizes the Strategic Methods: This document outlines the process for reaching your goals and ensures the strategic methods are prepared in a meaningful way. 
  • Promotes Customer Retention: Keeping active customers is vital to a business’s profitability.

Why Use a Marketing Plan Template

A marketing plan template helps you determine where to focus your efforts. The pre-defined format guides you through key components of the process. If you want to keep current customers and attract new ones, a marketing plan is essential.

How to Create a Marketing Plan 

Creating a marketing plan does not have to be an overwhelming task. Start by writing a business summary. Set goals and objectives, and add market research to support your plan. Add KPIs, and share the document with stakeholders.

Writing a marketing plan is achievable when broken down into steps and if you download a strategic marketing plan template to guide the process. Follow these steps to create an effective marketing plan:

  • Complete a Business Summary: This content includes your organization’s mission statement and vision statement. Be sure to keep the business’s core purpose at the forefront of the marketing decisions. 
  • Conduct Analysis: Include a situational analysis, a competitor analysis, and a SWOT analysis. These analyses help identify revenue-generating opportunities and areas that may need improvement. Learn how to perform a SWOT analysis . 
  • List Core Capabilities: Your core capabilities are what set you apart from competitors. Typically, organizations might list these as the best-quality products or services, the best customer service, the strongest company culture, or the lowest-cost provider. 
  • Set Goals and Objectives: Determine what you want to achieve through your marketing initiatives and list the necessary steps. Include goals for business, sales, finance, marketing, and communication. 
  • Know Your Target Market: Research your customers’ demographics, needs, values, budget, and buying trends. Use these details to provide them with the best experience. 
  • List Strategic Marketing Methods: A marketing strategy can include branding, networking, advertising, press releases, a business website, SEO, and more.
  • Conduct Market Research: Completing this section is important for maintaining a customer-focused approach because it reveals your customers’ wants and needs. To help determine the specific content that interests your customers, check out the top content marketing plan templates, examples, and samples .  
  • Determine Tracking and Performance Methods: Decide which measurements and KPIs you need to effectively monitor for tracking the success of your marketing plan. 
  • Prepare a Budget: A budget creates a financial framework for marketing initiatives and outlines the business’s spending. 
  • List Assumptions: This step will prepare you for possible situations that might require a shift in your marketing strategy, timeline, or budget.

Marketing Plan-Related Templates

Use a variety of marketing plan templates to identify your target audience and the best channels to reach them. Check out these customizable templates designed to organize a strategic course of action for driving more customers to your product or service.

Marketing Plan Template

Free Nonprofit Marketing Plan Templates and Samples

Use one of these nonprofit marketing plan templates to create a successful marketing campaign.

Example Event Marketing Plan Template

Free Event Marketing Templates: Event Marketing Plans, Strategy Documents, and Checklists

This collection of event marketing plan templates include options for event marketing plan, strategy documents, and checklists.

Sample Simple Marketing Action Plan Template

Free Marketing Plan Action Templates 

Use a marketing action plan template to set your marketing goals and clarify the steps to achieve them.

SWOT Competitor Analysis Template

Free SWOT Analysis Template

Use one of these SWOT analysis templates to identify opportunities and areas of improvement for your marketing plan.

Marketing Communications Plan Grid Template

Free Marketing Communications Plan Templates 

Effectively communicate with your target audience using a marketing communications plan template

Easily Manage All Key Aspects of Your Marketing Plan in Smartsheet

The best marketing teams know the importance of effective campaign management, consistent creative operations, and powerful event logistics -- and Smartsheet helps you deliver on all three so you can be more effective and achieve more. 

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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11 Best Word Business Card Template Sites (2024) [FREE]

1. introduction.

In the world of networking and business relationship building, a business card is an essential tool. However, the design and format of the business card can play a significant role in making a positive first impression. This is where a Word business card template site comes into play.

1.1 Importance of Word Business Card Template Site

A Word business card template site provides pre-designed layouts which can be customized according to individual needs. These sites allow for flexibility and creativity while saving time and effort that is usually required in creating a business card from scratch. A well-designed card boosts professional image and helps in standing out amongst the competitors. In addition, these Word business card template sites often provide templates that are compatible with standard business card paper, making the printing process much easier.

Word Business Card Template Site Introduction

1.2 Objectives of this Comparison

The goal of this comparison is to provide a detailed review of different Word business card template sites. It includes a thorough examination of the features, pros, and cons associated with each site. The aim is not just to recognize the best site overall, but to identify which site will best meet specific user needs and preferences, taking into account factors like design quality, variety of options, ease of use and cost.

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2. Microsoft Business Card Templates

The Microsoft business card templates are an offering from the renowned Microsoft Corporation. These templates, intended for Word users, provide a variety of designs to suit different professional needs. They offer flexibility in terms of customization and are designed to work seamlessly with Microsoft Word.

The templates provided by Microsoft are both diverse and sophisticated. The designs range from those suitable for corporate professionals to more creative ones for artists. They can be customized to match brand colors, include company logos, and even insert images where necessary. The templates are compatible with standard business card sizes, thus minimizing printing hassles.

Microsoft Business Card Templates

  • Trusted Provider: The templates come from Microsoft itself, ensuring quality and compatibility with Word.
  • Variety: The site offers a multitude of templates to cater to diverse needs.
  • User-friendly: Templates are easy to use and customize according to individual preferences.
  • Printer-friendly: Maintains standard business card size making it compatible with most printers.
  • Limited uniqueness: Given its widespread availability, others might have the same business card design.
  • Lack of advanced design elements: While the templates offer variety, they lack some advanced design elements that more specialized business card template providers might offer.

3. Template.Net Business Card Template In Word

Template.Net offers a wide range of customizable business card templates available in Word format. These templates have a professional aesthetic to accommodate various business requirements with ease.

Template.Net provides a myriad of business card templates that cater to professionals from different sectors such as real estate, healthcare, and IT, among others. These templates are highly customizable and designed to highlight pertinent contact details and company logos effectively. They are downloadable and editable in Word format, which contributes to their easy usability on a platform familiar to many.

Template.Net Business Card Template In Word

  • Extensive catalog: Template.Net offers a large collection of business card templates, catering to a broad spectrum of professional disciplines.
  • Flexible customization: The templates can be extensively personalized to match individual requirements and preferences.
  • Time-efficient: The downloadable and editable nature of these templates allows you to create professional looking business cards quickly.
  • Paid options: While Template.Net offers some free templates, many premium designs require a subscription or individual purchase.
  • Registration required: Users need to register on the site before they download any templates, which might not be preferred by all users.

4. Vertex42 Business Card Template

Vertex42 specializes in providing a diverse catalog of professionally designed business card templates suitable for use with Word. These templates can cater to a multitude of business requirements while maintaining an aesthetic appeal.

Vertex42’s business card templates are available in Word format providing options for standard, alternate, and fold-over style cards. You can personalize the templates with your information and even fine-tune the pre-existing designs to match your brand. The templates can easily be downloaded and worked on, offering a hands-on approach for users.

Vertex42 Business Card Template

  • Wide assortment: Offers a wide assortment of templates, catering to different business and professional needs.
  • Multiple formats: Templates are available in several formats including standard, alternate, and fold-over style cards.
  • Highly customizable: Allows for extensive customization of color, design, and other elements, allowing users to align the business card with their brand identity.
  • Simplicity: While it appeals to many, Vertex42’s relatively simple designs might not cater to those looking for more cutting-edge designs.
  • Limited advanced features: Vertex42 does not offer as many advanced editing features compared to some other business card template providers.

5. WPS Business Card Templates

The WPS Office suite offers a collection of high-quality business card templates compatible with Word. Their templates range from professional and minimalist designs to more creative layouts.

WPS Business Card Templates are part of the WPS template offerings. Aimed at a broad spectrum of users, the templates strike a balance between versatility and ease of use. They cater to various professionals, across different industries and are fully customizable to fit individual business needs.

WPS Business Card Templates

  • Highly Customizable: The templates can be tweaked to adjust colors, font sizes, layouts, etc. to suit personal preferences and corporate branding.
  • Variety of Designs: Offers an extensive variety of templates to cater to different user requirements.
  • Quality Designs: The designs are high-quality and up to date with modern design trends.
  • Software Requirement: You need to have the WPS Office software installed on your device to use the templates.
  • Learning Curve: The interface might prove a little daunting for first-time users, there will be a bit of a learning curve to fully utilize the templates.

6. Spreadsheet123 Business Card Templates

Spreadsheet123 is a resource well-known for its practical tools and templates designed to simplify various tasks, including creating business cards. Their business card templates are easily editable in Word and meant to cater to many users looking for an efficient solution .

Spreadsheet123 business card templates are customizable and designed to be simple yet effective. They offer an efficient way for users to create polished, professional-looking business cards without requiring much design skills. The site also provides useful how-to guides and tips to help individuals get the most out of their templates.

Spreadsheet123 Business Card Templates

  • Efficiency: The templates are designed for quick and straightforward editing, speeding up the process of creating business cards.
  • Assistance: Spreadsheet123 provides helpful guides and tips to aid users in customizing their selected business card templates.
  • Cost Effective: Templates are freely available, making it a budget-friendly choice for individuals and small businesses.
  • Design limitations: The range of design options is not as vast as some other template sites.
  • Lack of advanced customization: Templates offer limited advanced customization options when compared to other providers.

7. PoweredTemplate Business Card Templates

Providing an array of professional, print-ready designs, the PoweredTemplate platform offers a range of high-quality templates, including those for business cards. Their offerings are aimed at helping users create eye-catching, professional-looking business cards.

PoweredTemplate’s collection of business card templates varies from minimalist designs to more embellished layouts. The templates are designed for Microsoft Word, and users can customize them with their text and logos. The platform provides ample choices to craft desirable business cards to make a lasting impression.

PoweredTemplate Business Card Templates

  • Quality designs: Templates are high-quality and professionally designed.
  • Easy to use: All templates are easy to use and customize within Word.
  • Diverse choices: Provides a wide variety of templates to satisfy different requirements and tastes.
  • Cost: While some templates are free, access to their full range of designs comes at a cost.
  • Create account: Users need to create an account before downloading any templates which may not be desirable for all users.

8. Envato Elements Premium Business Card Templates

Envato Elements is a subscription service that offers access to a wide range of premium digital assets, including business card templates. These templates are professionally designed and compatible with Word.

Envato Elements provides high-quality premium business card templates that the subscribers can easily modify using Word. The designs are diverse and modern, and the service caters to a broad range of professional requirements. The platform emphasizes high-quality design and versatility, offering users the opportunity to create stand-out business cards.

Envato Elements Premium Business Card Templates

  • Premium Quality: Envato Elements emphasizes on high-quality, professionally designed templates.
  • Extensive Variety: The service offers a broad range of designs to choose from, catering to many professional needs.
  • Intuitive Interface: The platform’s user-friendly interface allows users to quickly select and modify their desired templates.
  • Subscription Required: Access to templates is only available to subscribers.
  • Cost: While the variety and quality are excellent, the required subscription could be cost-prohibitive for some users.

9. Temploola Business Card Templates In Word

Temploola provides a diverse catalog of business card templates designed for Word users. The platform aims to help users design distinctive business cards quickly and easily.

The Temploola platform offers a plethora of business card templates suitable for various professions and industries. These templates come in an editable Word format, making it easy for users to personalize them according to their specific needs. With its records of unique and creative designs, Temploola helps users stand out from the crowd.

Temploola Business Card Templates In Word

  • User-friendly: Templates are designed for compatibility with Word, making it easy for users to customize them.
  • Creative designs: Temploola offers a variety of contemporary and out-of-the-box designs.
  • Versatile: It caters to multiple professional and business needs.
  • Cost: Some templates require purchase, despite having a selection of free options.
  • Registration needed: Downloading any templates requires the user to sign up on the platform, which some may find inconvenient.

10. SmileTemplates Business Card Templates

SmileTemplates is an online platform that provides a variety of template designs, including those for business cards. They are compatible with multiple software platforms, including Word.

SmileTemplates offers an extensive collection of business cards templates designed to cater to a variety of professional and personal needs. These templates are fully customizable with Word and their design variety can match from minimalist to intricate tastes. The platform aims to provide users with easy solutions to represent their brand effectively through well-designed business cards.

SmileTemplates Business Card Templates

  • Wide Range: The site offers a large selection of designs, providing ample choices for users.
  • Multi-platform: Templates are compatible with various software including Word and can be quickly customized.
  • Free templates: Offers a good selection of free templates besides premium ones.
  • Premium Content: While the site does offer free templates, the more premium, eye-catching designs come at a cost.
  • Sign up: Users need to create an account to download and use templates which can be inconvenient for some.

11. StockLayouts Business Card Templates

StockLayouts offers an extensive collection of business card templates designed for those who seek professional and creative designs in Word format.

StockLayouts is known for their professionally-designed business card templates suitable for different industries and occupations. The platform offers a wide variety of designs, from simple and elegant to bright and creative. Users can easily customize these business cards in Word to suit their individual needs.

StockLayouts Business Card Templates

  • Professional Design: The templates are created by professional designers, ensuring top-notch quality and aesthetically pleasing results.
  • Variety: The site gives users a vast array of design styles to choose from.
  • Customizability: Templates are easy to edit and customize using Word, providing users with the flexibility to personalize their business cards.
  • Paid Templates: Access to some templates requires payment, limiting the free options.
  • Sign Up Required: Users must sign up on the site before they can download any templates, which can represent an obstacle for some.

12. Office Templates Online Business Card Template With Front & Back Sides In MS Word

OfficeTemplatesOnline.com is a resource that offers an array of customizable templates for MS Word, including business card templates with designs on both sides.

These Word-compatible templates offered by OfficeTemplatesOnline.com are designed to impress. Key features include a simple interface, and an array of designs that cater to the front and back sides of business cards. The templates are downloadable and editable in MS Word, and help individuals create stylish, double-sided business cards with ease.

Office Templates Online Business Card Template With Front & Back Sides In MS Word

  • Two-sided design: The templates cater to the design of both sides of the business cards.
  • Ease of Editing: Templates are customizable using Word, making it easy for most users to customize.
  • Free Templates: A good selection of free templates is available to users.
  • Limited Designs: The number of available designs is not as extensive as some other template sites.
  • Simple Designs: The designs are mostly simple and may not cater to those looking for more elaborate styles.

13. Summary

The different business card templates available online greatly vary in terms of variety, customization options, and price. Here’s a summarized comparison of the sites discussed above:

13.1 Overall Comparison Table

13.2 recommended template site based on various needs.

For users who prioritize a trusted provider with a variety of user-friendly options, Microsoft Business Card Templates is the recommended choice. For users seeking creative designs with a versatile range, Temploola and Envato Elements could be an excellent choice. If budget is a prime consideration, then Spreadsheet123 and Office Templates Online which offer free templates can be good options.

14. Conclusion

14.1 final thoughts and takeaways for choosing an word business card template site.

In conclusion, these various Word business card template sites each have their unique strengths, and the best one for you may depend on your individual needs and circumstances. Some excel in offering a broad variety, while others stand out when it comes to offering unique, creative designs.

Word Business Card Template Site Conclusion

The decision should ideally be based on factors like ease-of-use, designs’ adaptability to your brand, and the ability of the template to standout. Cost is also a vital factor especially for small businesses or individual professionals.

Remember, your business card often provides potential clients or partners with their first impression of you and your business. Therefore, it’s incredibly important to choose a business card template that suits your brand and aptly communicates the essence of your business. Research and compare available options, and always keep your specific needs and preferences in mind when choosing a Word business card template site.

Author Introduction:

Vera Chen is a data recovery expert in DataNumen, which provides a wide range of products, including tool to repair PowerPoint pptx files .

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