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Maximizing Efficiency with Microsoft Word’s Blank Document Template
In today’s digital age, Microsoft Word has become an indispensable tool for individuals and businesses alike. Whether you’re drafting a letter, creating a resume, or writing a report, Microsoft Word provides a versatile platform for all your document needs. One of the most valuable features in Word is its blank document template, which allows users to start with a clean slate and maximize efficiency. In this article, we’ll explore how you can make the most out of Microsoft Word’s blank document template.
A Fresh Start: The Power of Blank Documents
When you open Microsoft Word, you’re greeted with numerous options – from pre-designed templates to recently used documents. However, sometimes what you need is a fresh start without any distractions or predefined layouts. That’s where the blank document template comes in.
By starting with a blank document, you have complete control over the layout and formatting of your content. This allows you to tailor your document specifically to your needs and preferences. Whether it’s adjusting margins, selecting fonts and sizes, or customizing headers and footers, starting from scratch gives you the freedom to create a document that reflects your unique style.
Streamlining Workflows: Creating Templates
While starting from scratch can be liberating in certain situations, it may not always be the most efficient option. If you find yourself frequently creating similar types of documents – such as meeting agendas or project proposals – it might be worth considering creating templates.
Microsoft Word allows users to save customized documents as templates for future use. By creating templates based on your commonly used formats and layouts, you can streamline your workflows and save valuable time. Simply open a blank document template that matches your desired format and make any necessary adjustments before saving it as a template file (.dotx). The next time you need to create a similar document, just open the template file instead of starting from scratch.
Collaboration Made Easy: Sharing Blank Documents
In today’s collaborative work environments, sharing documents with others is a common occurrence. Microsoft Word’s blank document template makes collaboration even easier by providing a standardized starting point for all parties involved.
When collaborating on a document, it’s important to ensure consistency in formatting and layout. By sharing a blank document template with your collaborators, you can ensure that everyone starts on the same page – both figuratively and literally. This eliminates the need for back-and-forth discussions about formatting preferences and saves time for everyone involved. Additionally, sharing blank templates promotes brand consistency within an organization by enforcing predefined styles and guidelines.
Customization: Making Blank Documents Work for You
While Microsoft Word’s blank document template provides a clean slate to work with, it doesn’t mean you have to start from scratch every time. The beauty of using Word is its flexibility, allowing you to customize your blank documents to suit your specific needs.
Consider creating your own personalized blank document template that includes commonly used elements specific to your workflow or industry. For example, if you frequently include disclaimers or boilerplate text in your documents, adding them to your custom template can save you time and effort. Don’t be afraid to experiment with different layouts, headers, footers, or even pre-filled content sections that are relevant to your work.
In conclusion, Microsoft Word’s blank document template is a powerful tool that can maximize efficiency in various ways. Whether you prefer starting from scratch or creating customized templates for streamlined workflows and collaboration purposes, taking advantage of this versatile feature will undoubtedly enhance your productivity. So the next time you launch Microsoft Word, consider utilizing the power of the blank document template and unlock its potential for efficient content creation.
This text was generated using a large language model, and select text has been reviewed and moderated for purposes such as readability.
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Simple Business Plan Templates
By Joe Weller | April 2, 2020
In this article, we’ve compiled a variety of simple business plan templates, all of which are free to download in PDF, Word, and Excel formats.
On this page, you’ll find a one-page business plan template , a simple business plan for startups , a small-business plan template , a business plan outline , and more. We also include a business plan sample and the main components of a business plan to help get you started.
Simple Business Plan Template
Download Simple Business Plan Template
This simple business plan template lays out each element of a traditional business plan to assist you as you build your own, and it provides space to add financing information for startups seeking funding. You can use and customize this simple business plan template to fit the needs for organizations of any size.
One-Page Business Plan Template
Download One-Page Business Plan Template
Excel | Word | PDF | Smartsheet
Use this one-page business plan to document your key ideas in an organized manner. The template can help you create a high-level view of your business plan, and it provides easy scannability for stakeholders. You can use this one-page plan as a reference to build a more detailed blueprint for your business.
For additional single page plans, take a look at " One-Page Business Plan Templates with a Quick How-To Guide ."
Simple Fill-in-the-Blank Business Plan Template
Download Simple Fill-in-the-Blank Business Plan Template
Use this fill-in-the-blank business plan template to guide you as you build your business plan. Each section comes pre-filled with sample content, with space to add customized verbiage relevant to your product or service.
For additional free, downloadable resources, visit " Free Fill-In-the-Blank Business Plan Templates ."
Simple Business Plan for Startup
Download Startup Business Plan Template — Word
This business plan template is designed with a startup business in mind and contains the essential elements needed to convey key product or service details to investors and stakeholders. Keep all your information organized with this template, which provides space to include an executive summary, a company overview, competitive analysis, a marketing strategy, financial data, and more. For additional resources, visit " Free Startup Business Plan Templates and Examples ."
Simple Small-Business Plan Template
Download Simple Small-Business Plan Template
This template walks you through each component of a small-business plan, including the company background, the introduction of the management team, market analysis, product or service offerings, a financial plan, and more. This template also comes with a built-in table of contents to keep your plan in order, and it can be customized to fit your requirements.
Lean Business Plan Template
Download Lean Business Plan Template
This lean business plan template is a stripped-down version of a traditional business plan that provides only the most essential aspects. Briefly outline your company and industry overview, along with the problem you are solving, as well as your unique value proposition, target market, and key performance metrics. There is also room to list out a timeline of key activities.
Simple Business Plan Outline Template
Download Simple Business Plan Outline Template
Word | PDF
Use this simple business plan outline as a basis to create your own business plan. This template contains 11 sections, including a title page and a table of contents, which details what each section should cover in a traditional business plan. Simplify or expand this outline to create the foundation for a business plan that fits your business needs.
Simple Business Planning Template with Timeline
Download Simple Business Planning Template with Timeline
Excel | Smartsheet
This template doubles as a project plan and timeline to track progress as you develop your business plan. This business planning template enables you to break down your work into phases and provides room to add key tasks and dates for each activity. Easily fill in the cells according to the start and end dates to create a visual timeline, as well as to ensure your plan stays on track.
Simple Business Plan Rubric Template
Download Simple Business Plan Rubric
Excel | Word | PDF | Smartsheet
Once you complete your business plan, use this business plan rubric template to assess and score each component of your plan. This rubric helps you identify elements of your plan that meet or exceed requirements and pinpoint areas where you need to improve or further elaborate. This template is an invaluable tool to ensure your business plan clearly defines your goals, objectives, and plan of action in order to gain buy-in from potential investors, stakeholders, and partners.
Basic Business Plan Sample
Download Basic Business Plan Sample
This business plan sample serves as an example of a basic business plan that contains all the traditional components. The sample provides a model of what a business plan might look like for a fictional food truck business. Reference this sample as you develop your own business plan.
For additional resources to help support your business planning efforts, check out “ Free Strategic Planning Templates .”
Main Components of a Business Plan
The elements you include in your business plan will depend on your product or service offerings, as well as the size and needs of your business.
Below are the components of a standard business plan and details you should include in each section:
- Company name and contact information
- Website address
- The name of the company or individual viewing the presentation
- Table of Contents
- Company background and purpose
- Mission and vision statement
- Management team introduction
- Core product and service offerings
- Target customers and segments
- Marketing plan
- Competitive analysis
- Unique value proposition
- Financial plan (and requirements, if applicable)
- Business and industry overview
- Historical timeline of your business
- Offerings and the problem they solve
- Current alternatives
- Competitive advantage
- Market size
- Target market segment(s)
- Projected volume and value of sales compared to competitors
- Differentiation from competitors
- Pricing strategy
- Marketing channels
- Promotional plan
- Distribution methods
- Legal structure of your business
- Names of founders, owners, advisors, etc.
- Management team’s roles, relevant experience, and compensation plan
- Staffing requirements and training plans
- Physical location(s) of your business
- Additional physical requirements (e.g., warehouse, specialized equipment, facilities, etc.)
- Production workflow
- Raw materials and sourcing methods
- Projected income statement
- Projected cash flow statement
- Projected balance sheet
- Break-even analysis
- Charts and graphs
- Market research and competitive analysis
- Information about your industry
- Information about your offerings
- Samples of marketing materials
- Other supporting materials
Tips for Creating a Business Plan
It’s easy to feel overwhelmed at the thought of putting together a business plan. Below, you’ll find top tips to help simplify the process as you develop your own plan.
- Use a business plan template (you can choose from the variety above), or refer to the previous section to create a standard outline for your plan.
- Modify your outline to reflect the requirements of your specific business. If you use a standard business plan outline, remove sections that aren’t relevant to you or aren’t necessary to run your business.
- Gather all the information you currently have about your business first, and then use that information to fill out each section in your plan outline.
- Use your resources and conduct additional research to fill in the remaining gaps. (Note: It isn’t necessary to fill out your plan in order, but the executive summary needs to be completed last, as it summarizes the key points in your plan.)
- Ensure your plan clearly communicates the relationship between your marketing, sales, and financial objectives.
- Provide details in your plan that illustrate your strategic plan of action, looking forward three to five years.
- Revisit your plan regularly as strategies and objectives evolve.
- What product or service are we offering?
- Who is the product or service for?
- What problem does our product or service offering solve?
- How will we get the product or service to our target customers?
- Why is our product or service better than the alternatives?
- How can we outperform our competitors?
- What is our unique value proposition?
- When will things get done, and who is responsible for doing them?
- If you need to obtain funding, how will you use the funding?
- When are payments due, and when do payments come in?
- What is the ultimate purpose of your business?
- When do you expect to be profitable?
To identify which type of business plan you should write, and for more helpful tips, take a look at our guide to writing a simple business plan .
Benefits of Using a Business Plan Template
Creating a business plan can be very time-consuming, especially if you aren’t sure where to begin. Finding the right template for your business needs can be beneficial for a variety of reasons.
Using a business plan template — instead of creating your plan from scratch — can benefit you in the following ways:
- Enables you to immediately write down your thoughts and ideas in an organized manner
- Provides structure to help outline your plan
- Saves time and valuable resources
- Helps ensure you don’t miss essential details
Limitations of a Business Plan Template
A business plan template can be convenient, but it has its drawbacks — especially if you use a template that doesn’t fit the specific needs of your business.
Below are some limitations of using a business plan template:
- Each business is unique and needs a business plan that reflects that. A template may not fit your needs.
- A template may restrict collaboration with other team members on different aspects of the plan’s development (sales, marketing, and accounting teams).
- Multiple files containing different versions of the plan may be stored in more than one place.
- You still have to manually create charts and graphs to add to the plan to support your strategy.
- Updates to the plan, spreadsheets, and supporting documents have to be made in multiple places (all documents may not update in real time as changes are made).
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Powerful business plan templates
Plan for the future, no matter what your business plans are or the size of your business with these designs and templates. whether it's just one big project or an entire organization's worth of dreams, these templates will keep you and your company on track from ideation to completion..
Put your ideas to work with simple templates for every business plan
Every successful business took a lot of planning to get there, and these templates will be cornerstones of your future success. Whether you're looking to attract new business, pitch your services or reimagine your company, with these simple, customizable templates at your fingertips you can turn complexity into something tangible. These templates can become marketing assets or simply remain internal touchpoints for your team. And as your dreams change, you'll always have this template to refer to – it's easy to change what exists on paper. If you're a small business, focusing on your niche can help you dominate in your field, and you can forge a plan to figure out exactly what that niche might be and how to target your ideal customer . When it's time to share your vision with stakeholders, craft a presentation that outlines your plan succinctly and with style. Let these templates from Microsoft Designer be your partner in business strategy for years to come.
47+ Business Plan Templates in Microsoft Word
The above sentences clearly depict that planning is everything. Successful organizations credit 90% of their victory for planning. Rest all is to implement the same. They consider the business plan as their most reliable and robust strategic management tool. If a simple business plan is taking much time, that means it will reduce the effort in accomplishing the project. You may also see plan samples .
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> business model canvas, what is a business plan template, how to make a business plan template, what is the format of a business plan, what is the process of business planning, what needs to be included in a business plan, what are the key elements of a business plan.
- 1. Business overview
- 2. Executive summary
- 3. Market analysis
- 4. Organizational and management plans
- 5. Marketing strategies and sales plans
- 6. Product line
- 7. Financial details
- 8. Team description
How to Write a Business Plan Step by Step?
- 1. First things first, conduct an extensive research of the industry and the market to get a clear picture of what you are getting into and the kind of costs you will have to incur.
- 2. Start by writing a summary of your business plan like what it offers, its benefits etc.
- 3. This should be followed by the company description and what all it will entail.
- 4. Next give an elaborate account of the market analysis and your findings as far as competition, customers and prospects are concerned.
- 5. This should be followed by the structure of your business and how you intend to go about managing it.
- 6. Give a description of your product or service line and how it will be different from the competitor products or services.
- 7. Next, give a detailed account of the strategy that you intend to follow to market your business and get enough sales.
- 8. This should be followed by the details of the finances that you have handy and the requirements.
- Acquiring finances for the business
- Creating alliances in the business arena with experts
- Recruiting expertise for the firm
- Giving a detailed account of the business idea
More in Plan Templates
Business Plan Layout Template
One Page Business Plan Template
Basic Business Financial Plan Template
Simple Startup Business Plan Template
Business Plan Executive Summary Template
Market Analysis Template In Business Plan
Business Plan Guidelines Template
Business Plan Startup Cost Template
Small Business Plan Financial Template
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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
Create a Business Plan using RocketLawyer.com
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.
This template provides a business plan outline with sample questions, tables, and a working table of contents. It was created for newer versions of Word and Excel (Office 2007 or later) so that you can easily change the fonts and color scheme and the file will be compatible with the mobile and web-based Word & Excel apps.
It is best to use Excel for financial statements, data tables and charts. So, we have provided a companion Excel workbook with these sample financial statements and other tables and graphs that you can copy and paste into your Word document.
The companion workbook combines many of the different spreadsheets you can find on Vertex42.com, but customized specifically for inclusion in a business plan.
Using the Business Plan Template
Editing headings and table of contents.
Word allows you to assign format Styles to text and paragraphs, and we've designed the template to use these Styles for defining headings, sub-headings, and figure captions.
If you want to add a new section so that the Table of Contents updates correctly, just add a new heading in the body of the document and assign it the Heading 1 or Heading 2 style.
To update the Table of Contents, go to the References tab and within the Table of Contents group of buttons, click on Update Table and then "Update entire table."
Copy/Paste From Excel to Word
For simple tables, you can use Copy/Paste (Ctrl+c / Ctrl+v) to copy a table from Excel to Word. This will typically paste the data as a formatted and editable table in Word, though none of the formulas will be functional within Word (and the table will not be linked to Excel). If you don't want the table to be editable in Word, you can "Paste as a Picture" using Paste Special or by choosing the "Picture" option when you right-click in Word to paste the table.
Important : When you paste a chart object into your business plan, make sure to "Paste as a Picture" because pasting the chart as an embedded object means that the entire spreadsheet becomes embedded in your Word document (even though what you see is only the chart).
If you want to insert a table into Word as a "Linked Object" so that when you edit Excel, the table in Word will update automatically, you may have a more difficult time preserving the formatting of the original. However, at the least the entire spreadsheet won't be embedded within your business plan Word document.
More Related Templates
Resources for Writing a Business Plan
- Write Your Business Plan at SBA.gov - Anybody starting a business should become familiar with the SBA (small business association). SBA.gov also has an online tool for creating a business plan .
- YouTube: How to Write a Business Plan - Business Wales (3 minutes) - This video offers a quick overview and tips for the essential parts of a business plan.
- YouTube: How to Write a Business Plan - Berkeley-Haas (71 minutes) - This presentation offers both the venture capitalist and entrepreneur perspective on how to write a business plan that can successfully attract funding.
- Write Your Business Plan at Entrepreneur.com - A book written by the staff of a company that should know what they are talking about.
- Sample Business Plans at bplans.com - Finding a business plan for similar businesses in your industry is a great way to get ideas for what to include in your plan. This site is a great resource for not only finding sample plans, but also for creating a business plan online using their step-by-step approach.
Other Free Business Plan Templates
- Business Planning Template Gallery at SCORE.org - This nonprofit organization (supported by the SBA) has provided expertise and free mentorship for millions of small business owners. They also have a useful collection of templates.
- Develop Your Business Plan at business.gov.au - This Australian Government site provides a really good business plan template for Word, including a detailed guide, questions to answer, and sample financial statements.
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10 Free Business Plan Templates in Word, Excel, & ClickUp
August 14, 2023
Turning your vision into a clear and coherent business plan can be confusing and tough.
Hours of brainstorming and facing an intimidating blank page can raise more questions than answers. Are you covering everything? What should go where? How do you keep each section thorough but brief?
If these questions have kept you up at night and slowed your progress, know you’re not alone. That’s why we’ve put together the top 10 business plan templates in Word, Excel, and ClickUp—to provide answers, clarity, and a structured framework to work with. This way, you’re sure to capture all the relevant information without wasting time.
And the best part? Business planning becomes a little less “ugh!” and a lot more “aha!” 🤩
What is a Business Plan Template?
What makes a good business plan template, 1. clickup business plan template, 2. clickup sales plan template, 3. clickup business development action plan template, 4. clickup business roadmap template, 5. clickup business continuity plan template, 6. clickup lean business plan template, 7. clickup small business action plan template, 8. clickup strategic business roadmap template , 9. microsoft word business plan template by microsoft, 10. excel business plan template by vertex42.
A business plan template is a structured framework for entrepreneurs and business executives who want to create business plans. It comes with pre-arranged sections and headings that cover key elements like the executive summary , business overview, target customers, unique value proposition, marketing plans, and financial statements.
A good business plan template helps with thorough planning, clear documentation, and practical implementation. Here’s what to look for:
- Comprehensive structure: A good template comes with all the relevant sections to outline a business strategy, such as executive summary, market research and analysis, and financial projections
- Clarity and guidance: A good template is easy to follow. It has brief instructions or prompts for each section, guiding you to think deeply about your business and ensuring you don’t skip important details
- Clean design: Aesthetics matter. Choose a template that’s not just functional but also professionally designed. This ensures your plan is presentable to stakeholders, partners, and potential investors
- Flexibility : Your template should easily accommodate changes without hassle, like adding or removing sections, changing content and style, and rearranging parts 🛠️
While a template provides the structure, it’s the information you feed it that brings it to life. These pointers will help you pick a template that aligns with your business needs and clearly showcases your vision.
10 Business Plan Templates to Use in 2023
Preparing for business success in 2023 (and beyond) requires a comprehensive and organized business plan. We’ve handpicked the best templates to help you guide your team, attract investors, and secure funding. Let’s check them out.
If you’re looking to replace a traditional business plan document, then ClickUp’s Business Plan Template is for you!
This one-page business plan template, designed in ClickUp Docs , is neatly broken down into the following sections:
- Company description : Overview, mission, vision, and team
- Market analysis : Problem, solution, target market, competition, and competitive advantage
- Sales and marketing strategy : Products/services and marketing channels
- Operational plan : Location and facilities, equipment and tools, manpower, and financial forecasts
- Milestones and metrics: Targets and KPIs
Customize the template with your company logo and contact details, and easily navigate to different sections using the collapsible table of contents. The mini prompts under each section guide you on what to include—with suggestions on how to present the data (e.g., bullet lists, pictures, charts, and tables).
You can share the document with anyone via URL and collaborate in real time. And when the business plan is ready, you have the option to print it or export it to PDF, HTML, or Markdown.
But that’s not all. This template is equipped with basic and enterprise project management features to streamline the business plan creation process . The Topics List view has a list of all the different sections and subsections of the template and allows you to assign it to a team member, set a due date, and attach relevant documents and references.
Switch from List to Board view to track and update task statuses according to the following: To Do, In Progress, Needs Revision, and Complete.
This template is a comprehensive toolkit for documenting the different sections of your business plan and streamlining the creation process to ensure it’s completed on time. 🗓️
If you’re looking for a tool to kickstart or update your sales plan, ClickUp’s Sales Plan Template has got you covered. This template features a project summary list with tasks to help you craft a comprehensive and effective sales strategy. Some of these tasks include:
- Determine sales objectives and goals
- Draft positioning statement
- Perform competitive analysis
- Draft ideal customer persona
- Create a lead generation strategy
Assign each task to a specific individual or team, set priority levels , and add due dates. Specify what section of the sales plan each task belongs to (e.g., executive summary, revenue goals, team structure, etc.), deliverable type (such as document, task, or meeting), and approval state (like pending, needs revisions, and approved).
And in ClickUp style, you can switch to multiple views: List for a list of all tasks, Board for visual task management, Timeline for an overview of task durations, and Gantt to get a view of task dependencies.
This simple business plan template is perfect for any type of business looking to create a winning sales strategy while clarifying team roles and keeping tasks organized. ✨
Thinking about scaling your business’s reach and operations but unsure where or how to start? It can be overwhelming, no doubt—you need a clear vision, measurable goals, and an actionable plan that every member of your team can rally behind.
Thankfully, ClickUp’s Business Development Action Plan Template is designed to use automations to simplify this process so every step toward your business growth is clear, trackable, and actionable.
Start by assessing your current situation and deciding on your main growth goal. Are you aiming to increase revenue, tap into new markets, or introduce new products or services? With ClickUp Whiteboards or Docs, brainstorm and collaborate with your team on this decision.
Set and track your short- and long-term growth goals with ClickUp’s Goals , break them down into smaller targets, and assign these targets to team members, complete with due dates. Add these targets to a new ClickUp Dashboard to track real-time progress and celebrate small wins. 🎉
Whether you’re a startup or small business owner looking to hit your next major milestone or an established business exploring new avenues, this template keeps your team aligned, engaged, and informed every step of the way.
ClickUp’s Business Roadmap Template is your go-to for mapping out major strategies and initiatives in areas like revenue growth, brand awareness, community engagement, and customer satisfaction.
Use the List view to populate tasks under each initiative. With Custom Fields, you can capture which business category (e.g., Product, Operations, Sales & Marketing, etc.) tasks fall under and which quarter they’re slated for. You can also link to relevant documents and resources and evaluate tasks by effort and impact to ensure the most critical tasks get the attention they deserve. 👀
Depending on your focus, this template provides different views to show just what you need. For example, the All Initiatives per Quarter view lets you focus on what’s ahead by seeing tasks that need completion within a specific quarter. This ensures timely execution and helps in aligning resources effectively for the short term.
This template is ideal for business executives and management teams who need to coordinate multiple short- and long-term initiatives and business strategies.
In business, unexpected threats to operations can arise at any moment. Whether it’s economic turbulence, a global health crisis, or supply chain interruptions, every company needs to be ready. ClickUp’s Business Continuity Plan Template lets you prepare proactively for these unforeseen challenges.
The template organizes tasks into three main categories:
- Priorities: Tasks that need immediate attention
- Continuity coverage: Tasks that must continue despite challenges
- Guiding principles: Resources and protocols to ensure smooth operations
The Board view makes it easy to visualize all the tasks under each of these categories. And the Priorities List sorts tasks by those that are overdue, the upcoming ones, and then the ones due later.
In times of uncertainty, being prepared is your best strategy. This template helps your business not just survive but thrive in challenging situations, keeping your customers, employees, and investors satisfied. 🤝
Looking to execute your business plan the “lean” way? Use ClickUp’s Lean Business Plan Template . It’s designed to help you optimize resource usage and cut unnecessary steps—giving you better results with less effort.
In the Plan Summary List view, list all the tasks that need to get done. Add specific details like who’s doing each task, when it’s due, and which part of the Business Model Canvas (BMC) it falls under. The By Priority view sorts this list based on priorities like Urgent, High, Normal, and Low. This makes it easy to spot the most important tasks and tackle them first.
Additionally, the Board view gives you an overview of task progression from start to finish. And the BMC view rearranges these tasks based on the various BMC components.
Each task can further be broken down into subtasks and multiple checklists to ensure all related action items are executed. ✔️
This template is an invaluable resource for startups and large enterprises looking to maximize process efficiencies and results in a streamlined and cost-effective way.
The Small Business Action Plan Template by ClickUp is tailor-made for small businesses looking to transform their business ideas and goals into actionable steps and, eventually, into reality.
It provides a simple and organized framework for creating, assigning, prioritizing, and tracking tasks. And in effect, it ensures that goals are not just set but achieved. Through the native dashboard and goal-setting features, you can monitor task progress and how they move you closer to achieving your goals.
Thanks to ClickUp’s robust communication features like chat, comments, and @mentions, it’s easy to get every team member on the same page and quickly address questions or concerns.
Use this action plan template to hit your business goals by streamlining your internal processes and aligning team efforts.
For larger businesses and scaling enterprises, getting different departments to work together toward a big goal can be challenging. The ClickUp Strategic Business Roadmap Template makes it easier by giving you a clear plan to follow.
This template is packaged in a folder and split into different lists for each department in your business, like Sales, Product, Marketing, and Enablement. This way, every team can focus on their tasks while collectively contributing to the bigger goal.
There are multiple viewing options available for team members. These include:
- Progress Board: Visualize tasks that are on track, those at risk, and those behind
- Gantt view: Get an overview of project timelines and dependencies
- Team view: See what each team member is working on so you can balance workloads for maximum productivity
While this template may feel overwhelming at first, the getting started guide offers a step-by-step breakdown to help you navigate it with ease. And like all ClickUp templates, you can easily customize it to suit your business needs and preferences.
Microsoft’s 20-page traditional business plan template simplifies the process of drafting comprehensive business plans. It’s made up of different sections, including:
- Executive summary : Highlights, objectives, mission statement, and keys to success
- Description of business: Company ownership and legal structure, hours of operation, products and services, suppliers, financial plans, etc.
- Marketing: Market analysis, market segmentation, competition, and pricing
- Appendix: Start-up expenses, cash flow statements, income statements, sales forecast, milestones, break-even analysis, etc.
The table of contents makes it easy to move to different sections of the document. And the text placeholders under each section provide clarity on the specific details required—making the process easier for users who may not be familiar with certain business terminology.
No business template roundup is complete without an Excel template. This business plan template lets you work on your business financials in Excel. It comes with customizable tables, formulas, and charts to help you look at the following areas:
- Highlight charts
- Market analysis
- Start-up assets and expenses
- Sales forecasts
- Profit and loss
- Balance sheet
- Cash flow projections
- Break-even analysis
This Excel template is especially useful when you want to create a clear and visual financial section for your business plan document—an essential element for attracting investors and lenders. However, there might be a steep learning curve to using this template if you’re not familiar with business financial planning and using Excel.
Try a Free Business Plan Template in ClickUp
Launching and running a successful business requires a well-thought-out and carefully crafted business plan. However, the business planning process doesn’t have to be complicated, boring, or take up too much time. Use any of the above 10 free business plan formats to simplify and speed up the process.
ClickUp templates go beyond offering a solid foundation to build your business plans. They come with extensive project management features to turn your vision into reality. And that’s not all— ClickUp’s template library offers over 1,000 additional templates to help manage various aspects of your business, from decision-making to product development to resource management .
Sign up for ClickUp’s Free Forever Plan today to fast-track your business’s growth! 🏆
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30+ Best Business Plan Templates for Word 2023
Are you writing a business plan for a brand new startup? Or updating an old business plan for an established brand? Then this collection of MS Word business plan templates will definitely come in handy.
The key to making an effective business plan brochure that wins over investors and inspires employees is to use a modern and attractive design.
No one wants to read through a 100-page brochure that looks like a VCR manual from the 1960s. Today, people prefer cleaner brochure layouts with proper paragraph formatting that offer a much smoother reading experience.
Designing such modern business plan documents is not that difficult. In fact, you can easily create them using Word templates.
In this post, we showcase high-quality business plan templates for Word that have been designed by professionals. They feature modern designs and clean layouts that are perfect for all kinds of startups, businesses, and corporate companies. Have a look.
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Education Business Plan Word Template
This Word template is designed for making business plan documents related to educational brands and businesses. However, you can easily customize the design to make business plans for various other industries. The template includes 20 unique page layouts with modern designs.
Business Plan & Proposal Template for Word
You can use this Word template to make both business proposals and business plans. It has a very flexible page design that you can change to make brochures for startups, agencies, and other businesses. There are 20 pages in this template in A4 size.
Bold Business Plan Word Template
If you want to make a bold business plan with a high-end luxury feel, this Word template will come in handy. It features a dark color theme that will fit in nicely with luxury brands, hotels, corporate agencies, and more. The template has 56 different page layouts. It comes in Word, Apple Pages, and InDesign formats.
Big Business Plan Brochure Template for Word
Get started with this Word template to make business plan documents with clean and minimal design. It includes 28 unique pages with easily editable layouts. You can change its colors, fonts, and images with ease. The template is available in multiple formats, including Word, InDesign, Affinity Publisher, and more.
Free Simple Business Plan Word Template
While this free business plan template only has 4 page layouts and a simple design, it’s more than enough for making a basic business plan document for a small business. It comes in Word and Apple Pages formats.
Multipurpose Business Brochure Word Template
This brochure template features multipurpose page layouts. This means you can edit and customize each page to make many different types of documents, including business plans and proposals. It has 20 unique pages in A4 size.
Creative Business Plan Template for Word
This is a massive business plan template that comes with more than 60 different page layouts to choose from. It’s especially suitable for agencies and startups for making a high-quality business plan document. The template is available in Word and InDesign formats.
Company Proposal & Business Plan Word Template
Whether you want to make a business plan or a proposal document, this Word template can handle both. It features a modern and professional layout for making documents for corporate businesses. The template includes 20 pages in A4 size.
Education School Plan Template for Word
You can use this Word template to make a stylish business plan or educational plan for a school. The template has fully customizable paragraph styles, editable colors, fonts, images, and much more. It has 20 page custom layouts.
Free Agency Business Plan Word Template
This free business plan template includes 5 page layouts with very simple and basic designs. You can use it to make business plan documents for advertising and design agencies. It’s available in Apple Pages format too.
Modern Business Plan Template for Word
A business plan document is about presenting your goals, missions, and vision for the company in an appealing way. Having a great-looking design is a must for achieving that task. This Word template will help you create such a business plan document. It includes 20 different page layouts with modern designs. And you can edit it using either MS Word or InDesign.
Clean Business Plan Microsoft Word Template
If you want to make sure your business plan looks more professional, a clean and minimal design is the best choice for your brochure. With this template, you can design a clean and professional-looking business plan to showcase your business goals. It includes 16 page layouts with fully customizable designs. You can also choose from 3 different color schemes to design your document.
Simple Business Plan Template for Word
This Word business plan template uses a very simple design. It doesn’t have too many design elements, images, or lots of colors. Instead, the design puts more focus on the contents of the document. This approach makes it a great template for designing a highly effective business plan for many different types of businesses. It includes 12 page layouts as well.
Business Plan Brochure Template for Word
If you want to make an impressive and attractive business plan brochure for a big company or a corporate brand, this Word template will come in handy. It features 48 different page layouts with modern and stylish designs. The template is available in both MS Word and InDesign formats. And, as a bonus, you also get letterhead and business card templates.
One Page Business Plan Template for Word
Sometimes a simple one-page document is more than enough to highlight the key points of a business plan. This template is ideal for making such brochures. The template comes with 4 page layouts but you can easily customize it to create one-page or even multi-page documents.
Professional Services Free Business Plan Word Template
This free business plan template for Word comes directly from the official MS Office templates directory. It’s free to download and features page layouts with modern designs. It’s ideal for creating a business plan for small agencies.
Free Word Business Plan Template for Freelancers
Another free Word business plan template from the Office directory. This template is designed with freelancers and agencies that specialize in home-based professional services. It includes a fully editable layout as well.
Editable Business Plan Template for Word
Every Word template should give you the freedom to edit, customize, and do anything you want with the design. This template lets you do all that and more. It features a fully editable layout that you can customize to your preference. The template also includes 40 page layouts that come in A4 and US Letter sizes.
Minimal Business Plan Word Template
Looking for a clean, simple, and minimalist business plan template? Then this Word template is made just for you. It has a very light and simple layout that allows you to showcase all elements of your business plan in a professional way. The template includes 32 page layouts and it’s available in Word and InDesign formats.
Startup Business Plan Word Template
This Word business plan template is designed specifically for startups and agencies. It features a set of modern page layouts, 20 custom page designs to be exact. You can also customize each page layout by changing colors and fonts. It comes in US Letter and A4 sizes as well.
4-Page Business Plan Template for Word
You can create a powerful four-page business plan using this Word template. It features an effective page design that is ideal for creating a summary of your business plan. The template is fully customizable and it’s available in Word, IDML, and INDD formats.
One Page Simple Business Plan Word Template
This simple and minimal business plan template is perfect for making a one-page brochure or even a two-page document. The template comes with 2 page layouts that you can use to create a simple double-sided one-page business plan. Or you can print them separately too. It’s very basic but quite effective at the same time.
Free Simple Business Plan Template for Word
A free business plan template that you can edit and customize in Word. This template has a very basic and blank design that you can use however you like. You can make this template your own by adding a few design elements as well.
Free One-Page Business Plan Template for Word
This is a free one-page business plan template that has a minimal layout for making a straightforward business plan brochure. It includes multiple sections for detailing different aspects of your business plan.
Marketing & Sales Plan Word Template
Marketing and sales plans are also part of a business plan, especially for marketing agencies. With this Word template, you can design an effective sales plan for your business. The template features 32 different page layouts in A4 size. It comes in Word and InDesign versions as well.
Real Estate Business Plan Template for Word
This Word template features a very clean and visual-centric design that’s ideal for making business plans for real estate and rental property businesses. There are more than 30 unique page layouts in this template with easily editable designs. You can change colors, fonts, and paragraphs however you like to fit your brand.
Basic Microsoft Word Business Plan Template
If you want to make a simple and basic business plan for a small company, this Word template is for you. It features a minimal layout with a basic design for making a small brochure. You can use 4 different page layouts to create your business plan. And it’s fully customizable too.
Simple Word Business Plan Template
This business plan template also features a simple design. It’s ideal for startups, agencies, and even small businesses for making a business plan to motivate employees and even set goals for your future. The template includes 4 page designs in A4 size.
A creative business plan Word template that comes with more than 50 different page designs. With this template, you can make all kinds of business plan brochures for various types of brands. The template also includes editable colors, paragraphs, objects, free fonts, and so much more.
Business Project Plan Template for Word
A simple business plan template for small brands. This template includes 3 unique page layouts for crafting a basic business plan. It’s ideal even for solopreneurs and freelancers for creating a strategy for your business. It comes in A4 size.
Free Healthcare Business Plan Word Template
This free business plan template is made with businesses and companies in the healthcare industry. It features a clean design with several page layouts you can use to craft an effective business plan.
Free Editable Business Plan Template for Word
Another blank and basic business plan Word template you can download for free. This template has very simple page layouts but they are ideal for creating an effective business plan brochure for small businesses.
Be sure to check out our best Word templates collection for more design inspiration.
- Business Templates
- Sample Plans
FREE 21+ Business Plan Templates in MS Word
Innovative ideas fuel the advancement of a company. Whether it’s a new invention, product, or operating procedure, the concept helps push the firm into better circumstances. When an idea’s structure is complete, individuals have to focus on organizing and materializing the details. With that, entrepreneurs and planners utilize business plan templates to plot the goals of the company thoroughly. So, gather more information about the uses and importance of a modern business plan in this article.
Business Plan Templates Word
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Both profit-generating and nonprofit organizations use business plans to outline every intention, opportunity, and strategy available. In most cases, the business plan contents are based on various reports generated from past months. However, the material can also concentrate on the firm’s current advantages. Either way, the tool acts as a compilation of the procedures the company will undertake to accomplish its goal. While the business tool stands on its own, it also requires other documents like small business investment plans, risk management strategy plans , and internal communication plans as supplementary documents.
According to the New York Real Estate Journal, the transitional period for going back to the office is drawing near. With that, companies are implementing technology and digital infrastructure plans to accommodate the needs of workers. As firms prioritize their employees’ health and safety, planners use the advancement of technology to aid workplace changes. Inevitably, the impact of coronavirus pandemic affects all aspects of every person’s life—personal and work-related situations.
When writing a business plan, the planners have to consider various aspects and factors concerning the company. After all, the intention of the material is for the improvement and growth of the enterprise. While the business plan format has differences, most documents have similar elements. So, what are the steps in making the tool?
You first have to pinpoint the organization’s chosen goals. Apart from the title, you should also include a short and concise description of the selected objectives. At times, a visual representation may be present to comprehend the visions of the entrepreneurs fully. Additionally, the set targets must be achievable.
The business plan also contains a list of marketing plans and strategies designed to complete the company’s predetermined tasks. Here, you have to explain the components of the advertising plans and marketing approaches fit for the business plan.
After the risk management plan and marketing tools, you need to proceed with customer analysis. Also known as the market analysis , this research process ensures businesses that their chosen business plan will reap the rewards. Importantly, owners have to be certain with the profits—monetary or otherwise—received from the business idea.
As a form of preparation, you have to include a contingency plan together with the operational plan . In this way, the corporation will protect its assets, resources, and people. By creating an alternative route, businesses can persist through challenges.
Business plan layouts differ from one enterprise to another. Some organizations may focus on generating better inspection worksheets or formulating a cash flow statement system for all offices. Now, business plans can either be short-term or long-term, depending on the needs of the company. With that, firms can use short business plans for temporary projects and brief marketing stints.
Running a restaurant business can be challenging for many owners. With all the little details and concerns, entrepreneurs need a tool to map out their business objectives and opportunities. Using the planning template, the writers can create suitable restaurant business plans.
Over the years, the real estate industry has seen improvements. From better safety plans to advance construction equipment, the sector continues to grow along with the community’s progress. If you have plans of entering the industry, whether as a real estate agency or construction firm, you have to know the processes and approaches.
Besides startup companies and small businesses , any organization can utilize the efficiency of a business plan. From daycare centers to retail stores, this business tool is a relevant material that aids an effective planning process. As enterprises move up the ladder of success, the business owners have to be wary about the challenges they will encounter on the way to the top. Hence, entrepreneurs have to arm themselves with ingenious and well-detailed business proposals , marketing strategies, and business plans. With a clear-cut and informative plan, the company will meet favorable outcomes.
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Free Business Plan Template
Download a free business plan template for Word. Includes frequently asked questions about business plans.
Updated on September 17th, 2023
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A business plan template is a pre-formatted business plan that contains an outline for a synopsis of your business details, goals, and measurable steps you are planning to take to achieve these. A business plan is vital to obtain financing for your business and should be the foundation of your pitch deck.
Below is our free downloadable business plan template. This plan can be tailored to your specific business and the stage it is in, as well as for the intended audience.
Business Plan Template - Free Download
Download this blank business plan template in Word format and create your own business plan.
Benefits of Using a Business Plan Template:
- Ensure that your plan is presented in a standard format.
- Uncover the right information before your business is launched.
- Create a professional document without outsourcing.
See our template .
Why You Should Use a Business Plan Template:
Business plan templates allow entrepreneurs and small business owners to save time by working off of a pre-formatted document. With a professional template, you can add specific information about your business without having to start from scratch.
Writing a business plan is a time-consuming process, even if you use a template. However, using a template ensures that you add all of the content that you need before you make your business pitch. Working through a template one section at a time can help you to gather all of the information that you need.
Generally, it's a good idea to write your Executive Summary last. This way, you will have a much better idea of how to summarize and describe your business.
Download our template to get started.
Business to Business
Discover more about Business to Business (B2B) - what it means and how it affects your business. Includes an overview and frequently asked questions.
Jan 11, 2022
How do you write a business plan?
You can use a template , or start from scratch. Either way, your business plan should include a summary of your business, financial projections, details about marketing, a description of your products/services, and a SWOT analysis.
What is a business plan template?
A business plan template is a pre-formatted document that already contains an outline and basic details. You can customize a template to create a business plan for your own business.
How do I write a business plan for a startup?
Planning for a startup is the same as planning for any new business venture. You need a detailed business plan that is focused primarily on the financial needs of your new business. This will help to attract investors and give you a realistic picture of how much capital you need to succeed.
How do I write a 5-year business plan?
A 5-year business plan is typically written the same way as a normal business plan, except the financial projections from one year to the next may go into more detail. The plan may also include special projects/developments that you want to invest in during the first five years of operation.
What are the three main purposes of a business plan?
- Create a roadmap for the growth of your business.
- Demonstrate to lenders and investors that you have a path to success.
- Gather and evaluate all of the information needed to make decisions.
What should a business plan include?
- Executive Summary.
- Business Overview.
- Market Analysis.
- Products and Services.
- Financial Plan.
- Projected Revenue.
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:
- Company strengths.
- Explanation of product/service and how it meets a need or solves a problem.
- Conclusion emphasizing the importance/value of the business.
You should try to be concise when you're writing your executive summary since the rest of your business plan will provide more explanation for readers. The point is to draw people in and give them a 1000-foot view of what you are doing. It is generally agreed that the executive summary should make up no more than 5 - 10% of your entire business plan.
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8-page fill-in-the-blank business plan template.
Need to write a business plan, but do not know where to start? Just fill in the blanks on this business plan template, and you will be good to go.
8-Page Fill-In-The-Blank Business Plan Template PDF 8-Page Fill-In-The-Blank Business Plan Template Word
The fill-in-the-blank business plan template is just eight pages and covers all the basics. There are brief sections for organization of your business, your industry, your mission statement, and your day-to-date operations. There’s also a comprehensive marketing section that includes information about your pricing, your marketing positioning (in terms of price and quality), your competition, and the types of marketing you’ll use to promote your small business. The financial section includes information about your average sale, breakeven points, money needed for startup, and more.
Download the PDF version of the business plan template, and you can fill in the blanks by hand. Download the Word version of the business plan template, and you can type in your answers and have a polished business plan, ready to present to lenders or investors.
Related Small Business Classes Online How To Write A Fill-In-The-Blank Business Plan Why Write A Business Plan
Jennifer Croft Comments Years ago, I was hired by Mi Casa Resource Center For Women in Denver to teach women on welfare how to start and run their own small businesses. Mi Casa didn’t have any curriculum, so I had to build 108 hours of curriculum from scratch, which I then taught at a rate of nine hours per week, over a 12-week period. Most of the curriculum centered around elements that eventually became part of a business plan. I kept retooling the business plan, over and over, until I had it as simple as possible. The result became this 8-page, fill-in-the-blank business plan, which has stood the test of time, with only minor revisions in the marketing section.
Click here for a resource for StrengthsFinder training .
Note that these worksheets where designed by Jennifer Croft, who also wrote the copy for dry eye doctors in Denver .
5-Minute Classes was founded by Jennifer Croft, who provides customized SEO training for marketing teams in Denver, Colorado and across the United States and Canada.