Small business plan templates

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Get a Free Smartsheet Demo. In This Article. Simple Business Plan Template. See how Smartsheet can help you be more effective. One-Page Business Plan Template. Simple Business Plan for Startup. Simple Small-Business Plan Template. Lean Business Plan Template. Simple Business Plan Outline Template. Simple Business Planning Template with Timeline.

Simple Business Plan Rubric Template. Basic Business Plan Sample. Main Components of a Business Plan The elements you include in your business plan will depend on your product or service offerings, as well as the size and needs of your business. Production workflow Raw materials and sourcing methods Financial Plan Projected income statement Projected cash flow statement Projected balance sheet Break-even analysis Appendix Charts and graphs Market research and competitive analysis Information about your industry Information about your offerings Samples of marketing materials Other supporting materials.

Use a business plan template you can choose from the variety above , or refer to the previous section to create a standard outline for your plan. Modify your outline to reflect the requirements of your specific business.

Gather all the information you currently have about your business first, and then use that information to fill out each section in your plan outline. Use your resources and conduct additional research to fill in the remaining gaps. Ensure your plan clearly communicates the relationship between your marketing, sales, and financial objectives.

Provide details in your plan that illustrate your strategic plan of action, looking forward three to five years. Revisit your plan regularly as strategies and objectives evolve. At a minimum, make sure your business plan addresses the following questions: What product or service are we offering? Who is the product or service for?

What problem does our product or service offering solve? Market summary dives deeper into your identity as a business. In this portion of your presentation, you will introduce your team, the market you're trying to serve, the problems that currently exist, and how you're going to create opportunities given these problems.

As a small business, you're probably working with a small team of people who are equally driven to provide customers with the best products and services.

Who are these people? What are your roles in the business? Remember to highlight any achievements and past experiences that will further cement the trust between you, your clients and your investors.

What kind of market are you trying to serve? What are the current trends that drive demand? Are there forecasts regarding changes in the current state of the market? How soon will these changes take effect Your market description should be clear and concise. In a short paragraph, describe where your target market looks like.

When talking about problems and opportunities, make sure that each problem leads to an opportunity. For example, if you are a clothing brand and you noticed that the market currently does not provide enough options for plus-size men and women, the opportunity that stems from this problem will be to tap into this portion of the market and to give these customers the products that they need. Finally, we get to the business concept. Here, you'll present your ideas in greater detail. You start with your goals and objectives, then give a clear but concise business description.

Some people think that goals and objectives are the same. So let's discuss how they are different from each other. Goals are broad primary outcomes that you hope to achieve. For example, a goal might be to open five branches in the first five years of your business.

Meanwhile, an objective is an actionable step that you take you to achieve a goal. For instance, an objective might be to find other areas where opening a branch is profitable.

For your business description, you want to describe the kind of business you're building. What products and services are you offering to the market?

What kind of marketing are you planning to employ? Who are your target customers? We're almost done with your business plan presentation. In this portion, you will present your financial plan by first giving a summary of your budget, then by discussing your expected sales and profits, then by showcasing your financial highlights, and lastly by detailing your financial needs. Showing your clients and investors your expected sales and profits will give them a clearer idea of what they will get from associating with your business.

Remember that numbers matter in business, but you should never overestimate expected sales and profits. Always be transparent to your investors because you need to build trust between you and them. Your financial highlights will show where your business is most profitable. If you have branches in different cities or states, your clients and investors will be able to see where you need to change your strategies.

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