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Simple business plan template for startup founders

simple business plan implementation

Most new businesses that fail do so for one of two reasons: (1) lack of market need and/or (2) no more cash.

These two reasons account for more than 70% of new businesses not making it. However, both causes can often be avoided if founders invest upfront time in developing a carefully researched business plan.

A simple business plan template provides a proven framework to start from, concisely helps structure ideas, and shows potential investors what an organized and professional team looks like — one that can bring this business idea to market.

This article will share our custom-developed, simple business plan template, cover what should be included, and more.

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What is a simple business plan template?

A business plan is a written document outlining how a company intends to achieve its primary objectives — obtaining a particular market share, growing revenue, or reaching the next round of funding.

Download Excel template

While companies of all stages and sizes use business plans, they are beneficial for startups, as they can be the key to attaining funding.

A business plan template is a customizable document that provides all the crucial and necessary elements of a great business plan, allowing company leaders to start from a solid and established foundation rather than from scratch.

A simple business plan template typically includes:

  • table of contents
  • executive summary
  • company description
  • analysis of the target market
  • description of the management team
  • details of the product or service
  • financial forecasts
  • funding requirements
  • appendices such as legal documents, permits, patents, and licenses

Business plans can quickly become huge, cumbersome documents, requiring a significant time investment from the creator. The U.S. Small Business Administration recommends business plans be between 30 and 50 pages long.

While there is some benefit to spending this time developing a comprehensive business plan, agility is often more critical in the startup business world. That’s the main reason why simple business plan templates exist.

Simple business plan templates typically follow a structure outlining goals, teams, and financials.

  • Company description : What does the business do? What problems does it solve?
  • Team : Who is involved? What key hires have been made? What expertise do they bring to the table? Why are they the right team to get the job done?
  • Industry and competitive analysis: Who are the company’s competitors? What are they doing well and not so well? What opportunities exist to differentiate and be successful in this industry?
  • Target market: Who are the customers being targeted? What are their interests? What are their everyday challenges and goals?
  • Timeline : What are the critical dates for tasks/goals?
  • Marketing plan : How will the plan attract new customers?
  • Financial plan : What do current revenue streams, cash on hand, revenue structure, required funding or funding already received, etc., look like.

Why use a simple business plan template?

We highly recommend founders use a simple business plan template, mainly for the speed and agility they offer.

Creating a business plan takes time and effort, no matter how many times it’s been done. Even a simple, one-page business plan designed for small businesses requires a fair bit of research.

Each section of the business needs to be analyzed. First, it’s essential to understand the market conditions and have a step-by-step plan. Then finally, it’s necessary to determine the plan’s structure.

Templates are even more crucial for first-time startup founders. 

It’s understandable not to be super-confident in the first (or 2nd or 3rd) business plan writing process. A proven framework will help all — even seasoned veterans, ensure they:

  • Don’t miss any critical elements.
  • Structure ideas neatly and concisely.
  • Foster a sense of professionalism, improving the confidence of potential investors

What are some examples of simple business plan templates?

These sample business plan templates serve as a great jumping-off point. Use them as inspiration. Take note of the similarities across the different examples.

1. One-page business plan template

A one-page business plan template is perfect for creating a plan to bring to the next startup pitch. But of course, supplementing the template with appendices for financial reports like balance sheets or income statements is important.

Summarizing the entire business into a single page is a great exercise. It ensures a robust and concise knowledge of each area of operation, creating more confidence to discuss each point with potential investors.

A breakdown how to create a simple business plan template in five steps

( Image Source )

2. Simple business plan template in Excel

While Excel does not have all the bells and whistles, it’s still a popular and widely-used platform — one that many founders choose to use to create simple business plans. This template can be used for any type of business, though it’s built for early-stage startups to plan out the first few months in business.

Notice how the template breaks overall costs down into smaller, more detailed items. This is useful to understand better the costs associated with starting a new business. Noting when those costs are owed also helps business owners monitor cash flow.

Simple business plan template in an Excel spreadsheet

3. Startup business plan template

Here’s another excellent example of a business plan template built for startups.

What’s great about this template is rather than providing simple headers for each section, it includes questions and prompts to help guide the necessary information.

A simple business plan template with prompt questions

4. Lean business plan template

Lean business is a style of startup operation that focuses on minimizing waste, moving fast, and keeping costs low. It’s a popular methodology for companies wanting to get off the ground quickly and build revenue without raising significant funding.

This business plan template supports startups based on the lean concept, allowing for a simple, single-page business plan with minimal time investment.

A table detailing how to fill out a lean, simple business plan template’s simple business plan template

Most free business plan templates come in PDF, Google Docs, or Microsoft Word formats. Unfortunately, while these are popular formats and tools, they don’t tend to be particularly collaborative.

Have a distributed team? The simple business plan template will be your best friend.

A screenshot of a simple business plan template from

Customize it to include all the fields necessary for a stellar business plan plus any additional ones unique to your business. But the most significant benefit of the template is the platform it’s built on .

The Work OS means building apps and workflows is simple. Customizing fields and columns to fit what the company is already doing, not the other way around. For example, once a business plan has been created using the simple template, it’s super-easy to set up a collaborative board to manage the marketing plan , assign tasks and due dates to employees and freelancers, and turn that business plan into reality.

A main table view of the simple business plan template

Simple business plan template tips & tricks

Here are a few tips to make the most of this template and create a business plan that works.

1. Use simple, approachable language.

The goal is for people to read the business plan, right? Using everyday language over complex jargon and corporate terminology is an excellent place to start. Then, ensuring anyone who comes across the plan will have no issue understanding its meaning.

2. Write the executive summary last.

The executive summary is a short section that summarizes every aspect of the business plan. So, first, write the entire plan. THEN write the executive summary.

3. Supplement the business plan with supporting documents

While simple business plans are fast and effective, they leave out a lot of information by nature. Consider supplementing the plan with appendices such as financial statements , data sets, and market analyses.

4. Be conservative with financial estimates.

Where possible, financial projections should be based on real-life data. But even with the most accurate and up-to-date information out there, there’s always room for interpretation. So it’s best to give a range where possible, and if not, stay conservative with financial estimates.

5. Include thorough research and analysis

Invest the time early on and capture accurate, comprehensive data to support all claims. Interview customers and prospects to get a realistic picture of the target audience. Consider hiring a professional firm to provide a market research report.

FAQs about simple business plan templates

How do i write a simple business plan.

Simple business plans can be as little as one page with concise writing. Include information for each of these sections:

  • Company description : What does the company do and sell? What problems does it solve?
  • Team : Who works for the company, and what value do they provide?
  • Industry : What competitors or other options exist?
  • Target market : What does the ideal customer look like?
  • Marketing strategy and plan : What is the plan to bring in new customers?
  • Financial plan : What do the revenue streams look like?

What are the 7 parts of a business plan?

A 7-part business plan starts with the executive summary, moves on to describe the company, and finishes with financials.

  • Executive summary
  • Company description
  • Organization and management team
  • Products and services
  • Market analysis
  • Strategy and implementation timeline
  • Financial plan and projections

What are common mistakes in a business plan?

Typical business plan mistakes include:

  • not being research-driven
  • unrealistic financial estimates
  • providing too much information
  • not using data to back up claims
  • not offering an analysis of the competitive landscape
  • only outlining vague goals and priorities

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What Is an Implementation Plan? (Template & Example Included)


What Is Project Implementation?

Project implementation, or project execution, is the process of completing tasks to deliver a project successfully. These tasks are initially described in the project plan, a comprehensive document that covers all areas of project management. However, a secondary action plan, known as an implementation plan, should be created to help team members and project managers better execute and track the project .

What Is an Implementation Plan?

An implementation plan is a document that describes the necessary steps for the execution of a project. Implementation plans break down the project implementation process by defining the timeline, the teams and the resources that’ll be needed.

simple business plan implementation

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Implementation Plan Template

Use this free Implementation Plan Template for Excel to manage your projects better.

Implementation Plan vs. Project Plan

A project plan is a comprehensive project management document that should describe everything about your project including the project schedule, project budget, scope management plan, risk management plan, stakeholder management plan and other important components. An implementation plan, on the other hand, is a simplified version of your project plan that includes only the information that’s needed by the team members who will actually participate in the project execution phase, such as their roles, responsibilities, daily tasks and deadlines.

Project management software like ProjectManager greatly simplifies the implementation planning process. Schedule and execute your implementation plan with our robust online Gantt charts. Assign work, link dependencies and track progress in real time with one chart. Plus, if your team wants to work with something other than a Gantt chart, our software offers four other project views for managing work: task lists, kanban boards, calendars and sheets. Try it for free today.

ProjectManager's Gantt chart is great for monitoring implementation plans

Key Steps In Project Implementation

Here are some of the key steps that you must oversee as a project manager during the project execution phase . Your project implementation plan should have the necessary components to help you achieve these steps.

1. Communicate Goals and Objectives

Once you’ve outlined the project goals and objectives, the next step is to ensure that the team understands them. For the project to succeed, there must be buy-in from the project team. A meeting is a good way to communicate this, though having project documents that they can refer to is also viable.

2. Define Team Roles and Responsibilities

The project manager will define the roles and responsibilities and communicate them to the project team . They should understand what they’re expected to do and who they can reach out to with questions about their work, all of which leads to a smooth-running project.

3. Establish the Success Criteria for Deliverables

The project deliverables need to meet quality standards, and to do this there must be a success criteria for handing off these deliverables. You want to have something in place to determine if the deliverable is what it’s supposed to be. The measurement is called a success criteria and it applies to any deliverable, whether it’s tangible or intangible.

4. Schedule Work on a Project Timeline

All projects require a schedule , which at its most basic is a start date and an end date for your project. In between those two points, you’ll have phases and tasks, which also have start and finish dates. To manage these deadlines, use a project timeline to visually map everything in one place.

5. Monitor Cost, Time and Performance

To make sure that you’re keeping to your schedule and budget, you need to keep a close eye on the project during the execution phase. Some of the things you should monitor are your costs, time and performance. Costs refer to your budget , time refers to your schedule and performance impacts both as well as quality. By keeping track of these metrics, you can make adjustments to stay on schedule and on budget.

6. Report to Project Stakeholders

While the project manager is monitoring the project, the stakeholders, who have a vested interest in the project, are also going to want to stay informed. To manage their expectations and show them that the project is hitting all its milestones, you’ll want to have project reports , such as project status reports. These can then be presented to the stakeholders regularly to keep them updated.

Free Implementation Plan Template

Many of the key components listed above are included in our implementation plan template . Use this Excel file to define your strategy, scope, resource plan, timeline and more. It’s the ideal way to begin your implementation process. Download your template today.

Implementation plan template for Excel

What Are the Key Components of an Implementation Plan?

There’s no standard one-size-fits-all solution when it comes to creating your implementation plan. However, we’ve created an implementation plan outline for your projects. Here are its components.

  • Project goals & objectives: The project goal is the ultimate goal of your project, while the objectives are the key milestones or achievements that must be completed to reach it.
  • Success criteria: The project manager must reach an agreement with stakeholders to define the project success criteria.
  • Project deliverables: Project deliverables are tangible or intangible outputs from project tasks.
  • Scope statement: The scope statement briefly describes your project scope, which can be simply defined as the project work to be performed.
  • Resource plan: Create a simple resource plan that outlines the human resources, equipment and materials needed for your project.
  • Risk analysis: Use a risk assessment tool like a SWOT analysis or risk register. There are different tools with different levels of detail for your risk analysis.
  • Implementation timeline: Any implementation plan needs a clear project timeline to be executed properly. You should use an advanced tool such as a Gantt chart to create one.
  • Implementation plan milestones: You need to identify key milestones of your implementation plan so that you can easily keep track of its progress.
  • Team roles & responsibilities: The implementation plan won’t execute itself. You’ll need to assign roles and responsibilities to your team members.
  • Implementation plan metrics: You’ll need KPIs, OKRs or any other performance metrics you can use to control the progress of your implementation plan.

How to Write an Implementation Plan

Follow these steps to create an implementation plan for your project or business. You can also consider using project management software like ProjectManager to help you with the implementation process.

1. Review Your Project Plan

Start by identifying what you’ll need for the execution of your implementation plan:

  • What teams need to be involved to achieve the strategic goals?
  • How long will it take to make the strategic goals happen?
  • What resources should be allocated ?

By interviewing stakeholders, key partners, customers and team members, you can determine the most crucial assignments needed and prioritize them accordingly. It’s also at this stage that you should list out all the goals you’re looking to achieve to cross-embed the strategic plan with the implementation plan. Everything must tie back to that strategic plan in order for your implementation plan to work.

2. Map Out Assumptions and Risks

This acts as an extension to the research and discovery phase, but it’s also important to point out assumptions and risks in your implementation plan. This can include anything that might affect the execution of the implementation plan, such as paid time off or holidays you didn’t factor into your timeline , budget constraints, losing personnel, market instability or even tools that require repair before your implementation can commence.

3. Identify Task Owners

Each activity in your implementation plan must include a primary task owner or champion to be the owner of it. For tasks to be properly assigned, this champion will need to do the delegating. This means that they ensure that all systems are working as per usual, keep track of their teams’ productivity and more. Project planning software is practically essential for this aspect.

4. Define Project Tasks

Next, you need to finalize all the little activities to round out your plan. Start by asking yourself the following questions:

  • What are the steps or milestones that make up the plan?
  • What are the activities needed to complete each step?
  • Who needs to be involved in the plan?
  • What are the stakeholder requirements?
  • What resources should be allocated?
  • Are there any milestones we need to list?
  • What are the risks involved based on the assumptions we notated?
  • Are there any dependencies for any of the tasks?

Once all activities are outlined, all resources are listed and all stakeholders have approved (but no actions have been taken just yet), you can consider your implementation plan complete and ready for execution.

Implementation Plan Example

Implementation plans are used by companies across industries on a daily basis. Here’s a simple project implementation plan example we’ve created using ProjectManager to help you better understand how implementation plans work. Let’s imagine a software development team is creating a new app.

  • Project goal: Create a new app
  • Project objectives: All the project deliverables that must be achieved to reach that ultimate goal.
  • Success criteria: The development team needs to communicate with the project stakeholders and agree upon success criteria.
  • Scope statement: Here’s where the development team will document all the work needed to develop the app. That work is broken down into tasks, which are known as user stories in product and software development. Here, the team must also note all the exceptions, which means everything that won’t be done.
  • Resource plan: In this case, the resources are all the professionals involved in the software development process, as well as any equipment needed by the team.
  • Risk analysis: Using a risk register, the product manager can list all the potential risks that might affect the app development process.
  • Timeline, milestones and metrics: Here’s an image of an implementation plan timeline we created using ProjectManager’s Gantt chart view. The diamond symbols represent the implementation plan milestones.
  • Team roles & responsibilities: Similarly, we used a kanban board to assign implementation plan tasks to team members according to their roles and responsibilities.

Benefits of an Implementation Plan for the Project Implementation Process

The implementation plan plays a large role in the success of your overall strategic plan. But more than that, communicating both your strategic plan and the implementation of it therein to your team members helps them feel as if they have a sense of ownership within the company’s long-term direction.

Increased Cooperation

An implementation plan that’s well communicated also helps to increase cooperation across all teams through all the steps of the implementation process. It’s easy to work in a silo—you know exactly what your daily process is and how to execute it. But reaching across the aisle and making sure your team is aligned on the project goals that you’re also trying to meet? That’s another story entirely. With an implementation plan in place, it helps to bridge the divide just a little easier.

Additionally, with an implementation plan that’s thoroughly researched and well-defined, you can ensure buy-in from stakeholders and key partners involved in the project. And no matter which milestone you’re at, you can continue to get that buy-in time and time again with proper documentation.

At the end of the day, the biggest benefit of an implementation plan is that it makes it that much easier for the company to meet its long-term goals. When everyone across all teams knows exactly what you want to accomplish and how to do it, it’s easy to make it happen.

Implementation Plan FAQ

There’s more to know about implementation plans. It’s a big subject and we’ve tried to be thorough as possible, but if you have any further questions, hopefully we’ve answered them below.

What Is the Difference Between an Action Plan and an Implementation Plan?

The main difference between an action plan and an implementation plan is that an action plan focuses exclusively on describing work packages and tasks, while the implementation plan is more holistic and addresses other variables that affect the implementation process such as risks, resources and team roles & responsibilities.

What Is an Implementation Plan in Business?

A business implementation plan is the set of steps that a company follows to execute its strategic plan and achieve all the business goals that are described there.

What Is an Implementation Plan in Project Management?

Implementation plans have many uses in project management. They’re a planning tool that allows project managers to control smaller projects within their project plan. For example, they might need an implementation plan to execute risk mitigation actions, change requests or produce specific deliverables.

How to Make an Implementation Plan With ProjectManager

Creating and managing an implementation plan is a huge responsibility and one that requires diligence, patience and great organizational skills.

When it comes to a project implementation plan, there are many ways to make one that’s best suited for your team. With ProjectManager , you get access to both agile and waterfall planning so you can plan in sprints for large or small projects, track issues and collaborate easily. Try kanban boards for managing backlogs or for making workflows in departments.

A screenshot of the Kanban board project view

Switching up the activities after a milestone meeting with stakeholders? You can easily update your implementation plan with our software features. Add new tasks, set due dates, and track how far along your team is on their current activities.

Implementation plans are the backbone of an organization’s strategic overall plan. With ProjectManager, give your organization the project management software they need to gain insight into all resources needed, view activities on their lists and collaborate with ease. Sign up for our free 30-day trial today.

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Implementation plan template

Taking your business goals from “not started” to “accomplished” can feel overwhelming. Luckily, an implementation plan template can break down your goal into manageable, achievable steps. Learn how to create one.

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Let’s say you want to renovate your bathroom. How would you go about it? You probably wouldn’t jump right in without a plan in place—that’s a recipe for flooded floors and an expensive repair. Instead, you’d likely think through all the actions you need to take to turn your old bathroom into an updated one before getting started.

Business goals are a lot like that. To achieve them, you need a detailed understanding of the steps that will take you from start to finish. Depending on your goal, planning out all the steps can feel like a big task. That’s where implementation plan templates come in.

[product ui] Implementation plan project in Asana, spreadsheet-style project view (List)

What is an implementation plan?

You should create your project implementation plan during the planning phase , before kicking off your initiative (aka the project or plan of action designed to achieve your specific goal). To learn more about how to build out an implementation plan, read our article on creating an implementation plan .

What is an implementation plan template?

An implementation plan template is a reusable resource you can use as a starting point to identify what steps you need to take to accomplish your goals. Digital implementation plan templates help you view and track every step you need to take to achieve your goal—and because they’re reusable, you can use them to map out a process for accomplishing similar goals down the line. And that means less work about work —always a win in our book.

How to use an implementation plan template

Once you’ve created your baseline implementation plan template, using it is easy. You can simply duplicate the template at the start of every initiative and then fill out the information needed to achieve that specific goal.

To get you started, let’s take a look at what to include in your basic implementation plan template.

What to include in an implementation plan template

Your baseline implementation plan template will serve as a roadmap for all your similar goals going forward. That reusability is key—so think about how to build out your baseline template in a way that will easily duplicate across initiatives. Typically, this means including repeatable steps or phases in your baseline template that can scale across initiatives. 

The easiest way to do this is by separating the template into phases (such as research, planning, and execution). Once you’ve identified the project phases, you can add in more detail that you’ll use to track progress across your specific goals. 

Here’s some basic information you can include in your implementation plan template:

The owner for each task or action item

The action’s start date and deadline

The duration of the action

Action status

Action priority

Action progress 

Then, once you’ve kicked off a specific initiative, you can duplicate the template and add in goal-specific information. Plus, you can add dependencies to any tasks that depend on each other for completion and set milestones to mark specific points along the goal’s timeline (such as when you complete a goal phase). With an implementation plan template, you’ll achieve your goals in no time. 

Integrated features

Custom fields . Custom fields are the best way to tag, sort, and filter work. Create unique custom fields for any information you need to track—from priority and status to email or phone number. Use custom fields to sort and schedule your to-dos so you know what to work on first. Plus, share custom fields across tasks and projects to ensure consistency across your organization. 

Timeline View . Timeline View is a Gantt-style project view that displays all of your tasks in a horizontal bar chart. Not only can you see each task’s start and end date, but you can also see dependencies between tasks. With Timeline View, you can easily track how the pieces of your plan fit together. Plus, when you can see all of your work in one place, it’s easy to identify and address dependency conflicts before they start, so you can hit all of your goals on schedule. 

Milestones . Milestones represent important project checkpoints. By setting milestones throughout your project, you can let your team members and project stakeholders know how you’re pacing towards your goal. Use milestones as a chance to celebrate the little wins on the path towards the big project goal. 

Dependencies . Mark a task as waiting on another task with task dependencies. Know when your work is blocking someone else’s work, so you can prioritize accordingly. Teams with collaborative workflows can easily see what tasks they’re waiting on from others, and know when to get started on their portion of work. When the first task is completed, the assignee will be notified that they can get started on their dependent task. Or, if the task your work is dependent on is rescheduled, Asana will notify you—letting you know if you need to adjust your dependent due date as well. 

Dropbox . Attach files directly to tasks in Asana with the Dropbox file chooser, which is built into the Asana task pane.

Google Workplace . Attach files directly to tasks in Asana with the Google Workplace file chooser, which is built into the Asana task pane. Easily attach any My Drive file with just a few clicks.

Zoom . Asana and Zoom are partnering up to help teams have more purposeful and focused meetings. The Zoom + Asana integration makes it easy to prepare for meetings, hold actionable conversations, and access information once the call is over. Meetings begin in Asana, where shared meeting agendas provide visibility and context about what will be discussed. During the meeting, team members can quickly create tasks within Zoom, so details and action items don’t get lost. And once the meeting is over, the Zoom + Asana integration pulls meeting transcripts and recordings into Asana, so all collaborators and stakeholders can review the meeting as needed.

Miro . Connect Miro and Asana to streamline workflows and see the full picture of every project, all in one place. Embed Miro boards into Asana project briefs, allowing team members to interact, view, comment, or edit directly from within Asana. Or, attach an existing or new Miro board to any Asana task, automatically inviting task collaborators to view, comment, or edit the board. 

Benefits of a digital implementation plan template 

Static implementation plan templates—like those created in Excel—are a helpful way to see your timeline and tasks at a high level, but they lack the functionality needed to really hit your goals. In contrast, digital implementation plan templates created in a project management tool let you track and manage everything—from communication to goal progress and any potential roadblocks—all in one place. 

Here are a few other benefits of using a digital implementation plan template: 

Increase goal success by breaking down your high-level goal into actionable, achievable steps at the start of the initiative. 

Track goal progress in different views, including Kanban boards and Gantt charts .

Easily monitor and manage every phase of your project.

See which team members are responsible for what and buy when. 

Quickly view any upcoming or overdue milestones, so you can adjust timelines and work accordingly. 

Monitor the progress and status of each action item or deliverable .

Easily collaborate and communicate with your project team as well as internal and external stakeholders. 

Why should you use an implementation plan template?

An implementation plan template can help you achieve your business goals by outlining every step you need to take to accomplish a given initiative. When created in a project management tool , a digital template also serves as a reusable baseline for similar initiatives, saving you time and helping you create a streamlined process for achieving goals. 

What should you include in your implementation plan template?

Since your template will serve as a guide for future goals, the baseline template should include any information you’ll want to duplicate and include for similar undertakings. This will likely include information such as goal phases; the status, duration, and priority of action items; and the progress and stage for each action item.

When should you create an implementation plan for your goal?

You should create an implementation plan at the beginning of your goal process, when you’re still defining your business goals, conducting your risk assessment , and assigning responsibilities. To learn more about how to create an implementation plan for a specific goal, check out our article on building an implementation plan from scratch.

What’s the difference between an implementation plan and a strategic plan?

Strategic plans and implementation plans go hand-in-hand. A strategic plan outlines at a high level what strategies you’re going to take to achieve a business goal. An implementation plan, on the other hand, is a step-by-step action plan that includes the exact actions you’ll take to accomplish the goal. Think of it this way: A strategic plan includes what you’re going to do and why (typically outlined by your company’s vision and mission statements). An implementation plan outlines how you’re going to accomplish those goals, as well as when you’re planning to move forward with the necessary steps and who will help you achieve them. 

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How To Implement Your Business Plan Objectives

Breaking down your business goals into actionable steps is key for success

simple business plan implementation

What Is a Business Plan Objective?

Be specific and define clear objectives, break down objectives into tasks.

  • Assign Responsibilities/Allocate Resources

Be Mindful of Risks and Create Contingencies

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A business plan is an important tool to help business owners map their path to success. In addition, business plans may be used when applying for loans or seeking outside investment. But a business plan isn’t worth it if you leave it gathering dust. To make a business plan effective, you have to implement your business plan objectives.

Whether you’re a new business owner or a veteran returning for a refresher, here’s a closer look at common strategies to implement on your business plan objectives.

Key Takeaways

  • A business plan objective is a specific goal for your business.
  • Making achievable and specific tasks is helpful for successful implementations.
  • Track your results and stay prepared to update your business plan if necessary.

A business plan objective is a specific goal you hope to reach with your business. This may be a number of customers, revenue, or profit goal, among others. There are no right or wrong business objectives, in theory, but it’s important to take the time to pick the best goals for your unique business if you’re going through the work to create business plan objectives.

The SMART framework is a popular way to frame goals, and it can be helpful for creating objectives, too. To qualify, an objective must meet these criteria:

  • Specific : A general goal like “add more customers” could leave you floundering. Pick a specific number of customers. Every objective should have a clear finish line.
  • Measurable : Identify objectives you can measure. For example, you can’t necessarily measure something like “customer loyalty,” but you can measure repeat customers, sales and revenue per customer, and other data points related to loyalty.
  • Attainable : You might dream of turning your startup into a $1-million-per-year business. However, that may not be attainable in your first few years. What’s attainable varies widely by the business but in general, you’ll want to find the middle ground between unrealistic and underachieving.
  • Relevant : Perhaps part of your business growth strategy involves social media. While it may be fun to see your accounts grow, that may not necessarily be relevant to your revenue and profits. Keep goals focused on what’s most important to achieve, which may not include vanity numbers that are more about ego than results.
  • Time-bound : Each objective should have a deadline. If you give yourself unlimited time to get something done, you may never get around to it. With a set due date, you’re giving yourself a little pressure and motivation to hit that goal as planned.

SMART goals are just one method of choosing business plan objectives. You can work to create any objectives you’d like that make the most sense for what you’re trying to achieve.

Even if you don’t follow the SMART goals framework, it’s still wise to be specific and clear when choosing your goals and objectives. Vague and loosely defined goals often set business owners up for failure. Specific and clear business objectives give you and your team, if you have one, a common mission to work toward.

Breaking each objective into smaller tasks can prevent teams from getting overwhelmed and even help you get a clearer picture of what you need to do to prevail. Smaller goals also help you see faster and more frequent successes, which is a good way to stay motivated. An added benefit is an opportunity to foresee any needed resources or roadblocks, such as a need for an outside consultant or a government-issued permit.

Assign Responsibilities and Allocate Resources

Entrepreneurs with “superhero syndrome” think they can do everything themselves and often get burned out in pursuing business goals. Rather than do it all yourself, even if you have the capability, it’s often wise to delegate to others . Employees, freelancers, contractors, and business partners are part of the team. When you can count on others and best utilize their time and skills, you take a wise step to reach your objectives.

Create Milestones and Monitor Progress

Just as it’s a good idea to set smaller goals along the way, it’s also wise to create key milestone moments and monitor progress. You may learn along the way that a certain process can be improved. When a process works well, try to capture and double down on that success. When you stumble or discover inefficiencies, you could have an opportunity.

Monitoring progress helps you know what’s working and what isn’t, so you can adjust goals or methods if necessary.

Not all things go according to plan. If you miss the mark, you could join one of the millions of failed business owners. Stay mindful of risks and if it may be time to pull the plug rather than sink in more money.

Also, you may find successes outside of what you expected. Even the biggest companies pivot to a related product or service when their first idea fizzles. Remember that there’s a lot you can’t control in the business world, so not all business failures should be considered personal failures. Instead, look at them as learning opportunities to draw on in the future.

The Bottom Line

A business plan without clear objectives is at risk of being ineffective. Identify what your objectives are, break them down into small steps, delegate responsibilities, and be comfortable with pivoting when needed and dealing with risk. Taking the proper steps to create realistic objectives isn’t a guarantee that you’ll meet your goals, but it provides the framework to set you up for success.

Frequently Asked Questions (FAQs)

What goes in the objectives section of a business plan.

There is no set template you must follow for a business plan. Business plans can range from a one-page summary to a lengthy, detailed document. If a business plan includes an objectives section, it should include clear and specific goals that help define success for the business.

What is the difference between a goal and an objective in a business plan?

The terms “goal'' and “objective” can be used interchangeably in a business plan. Some businesses may consider objectives as smaller tasks that help reach goals. Regardless of the terminology, goals and objectives are both good for your business’s long-term success.

Want to read more content like this? Sign up for The Balance’s newsletter for daily insights, analysis, and financial tips, all delivered straight to your inbox every morning!

Substance Abuse and Mental Health Services Administration. “ Setting Goals and Developing Specific, Measurable, Achievable, Relevant, and Time-Bound Objectives ,” Pages 1-2.

Chris Drucker. “ Virtual Freedom Companion Workbook ,” Page 3.

Chamber of Commerce. “ 10 Hugely Successful Companies That Reinvented Their Business .”

Small Business Administration. “ Write Your Business Plan .”

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The Ultimate Guide to Implementation Plans

May 4, 2022 - 10 min read

Maria Waida

Implementation plans provide step-by-step instructions for everything from digital marketing campaigns to ending hunger in rural communities . They’re used to transform abstract concepts within strategy plans into real-world action. The only downside is that implementation plans can be challenging to pull off. Some industries see as much as a 75% failure rate in plan execution. 

The good news is you can succeed where others have failed by creating a successful implementation plan with the tips and strategies outlined in this guide. 

Keep reading to discover must-have components for implementation plans, a thorough step-by-step planning method, and advice on how to avoid common pitfalls. 

What is an implementation plan?

A project implementation plan (also called a strategic plan) is a combination of strategy, process, and action. It outlines the steps a team will use to achieve a shared objective. An implementation plan covers all aspects of a project , including the budget, timeline, and personnel.

The perfect project plan includes: 

  • Objectives, requirements
  • Scope assessment
  • An outline of deliverables
  • Task due dates
  • Risk assessment
  • Stakeholder, team, and process management plans
  • Team member roles and responsibilities
  • Resource management
  • Communication tools

Roadmap planning breaks down big-picture goals into measurable project phases, tasks, and subtasks. Each category is clearly defined with its own deadlines and resource allocations. Tasks and subtasks are assigned to team members who will complete and approve each one. 

In other words, if the goal is the "what," the implementation plan is the "how."  

An implementation plan is often presented as a written document or planned in a project management solution . The latter is a better fit for this particular roadmap because, as you can probably tell, implementation plans are complex and comprehensive. Implementation plans should all contain solutions for:

  • Tasks and subtasks
  • Timelines 
  • Collaborators
  • Any additional resources

It’s also important to note that having a flexible implementation plan is key for dealing with changes that come up once the project is live. 

What are the benefits of implementation planning?

The benefits of implementation planning range from organizational to relationship-building to increased profitability. A solid implementation plan: 

  • Creates an actionable roadmap from project inception to completion
  • Makes communication simple and crystal clear
  • Improves employee retention in the long-term
  • Organizes all resources in one manageable place
  • Helps businesses be proactive instead of reactive
  • Offers transparency to clients and collaborators
  • Builds trust among stakeholders
  • Holds everyone accountable
  • Outlines a daily and weekly workflow the whole team can follow
  • Improves the likelihood of buy-in
  • Makes collaboration more fluid and synergistic
  • Helps businesses commit to long-term goals
  • Gets everyone’s thoughts out of their heads and into one accessible place

When do you begin implementation planning?

Because it’s so involved, it’s important that you don’t begin implementation planning too early or too late. 

Why? The process of creating an implementation plan is time-consuming. Most of the tasks involved require you to wait on communication or approvals from multiple stakeholders. The process also requires lots of research, goal-setting, gathering or defining resources, and getting team availability together. 

Avoid planning too early by waiting until the project is officially greenlit. The definition of greenlit means something different to every agency. However, most would agree that a signed contract and successful deposit payment are good markers. 

After those client onboarding tasks are complete, you can begin implementation planning. Remember, the project can’t begin without these plans, so have a system in place to kick off and support implementation planning ahead of time. 

The Ultimate Guide To Implementation Plans 2

What is an implementation timeline? 

An implementation timeline is a visual representation of all project-related due dates. That includes:

  • The final project due date
  • Dates your team needs to complete each phase by 
  • Due dates for individual tasks and subtasks 

These dates aren’t set in stone yet. However, accurately forecasting effort and mini-milestones now will make the implementation phase that much easier. 

Implementation timelines are often represented by visual Gantt charts . A Gantt chart uses bars to track the progress of each phase, task, and subtask all at once. Wrike users can add task dependencies, which trigger automatic chart updates and notifications to team members in charge of the next steps. 

Gantt charts also help project managers identify possible roadblocks. With every single step laid out, it’s easy to see where resources are stretched too thin and whether or not milestones are realistic. 

How do you make an implementation plan?

Follow these steps to create a successful implementation plan: 

  • Choose an implementation planning tool Project management solutions like Wrike can help teams share information, start and complete approvals, and set up timelines with ease. 
  • Holidays or upcoming PTO
  • Delivery time for goods and materials
  • Additional training or onboarding of outside team members
  • Review the strategic plan Ask yourself, where do the implementation plan and strategic plan align so far? Where does it conflict? When in doubt, always edit your implementation plan to support your strategic plan. 
  • What the project is
  • Why it’s important
  • Who is involved 
  • What is each person’s role in the project 
  • What all parties hope to achieve
  • The obstacles you foresee and how your team will overcome them
  • Which ROIs you’ll use to measure success
  • Is available for the project as a whole 
  • Should be allocated to each key phase
  • Will be monitored, and who will oversee it
  • Will be broken down into trackable categories
  • Collect related materials Gather the documents you need to plan and execute the project all in one place. Include data from past projects that may help you accurately forecast this one. 
  • Define how progress will be measured and monitored Choose KPIs that align with your project goals, then chart progress within your project management solution. Come up with a plan for who is in charge and how often they’ll check in. 
  • Outline management buy-in criteria Get crystal clear on what managers are looking for, what information they need to approve or reject, and any other information that will decrease resistance. 
  • Do a stakeholder analysis Create a chart that defines each stakeholder’s level of impact, influence, and attitude. Explain the evaluations further and create an action plan for each person or group. 
  • Clarify day-to-day operations Include a work plan that goes over which processes will be used, which will be changed, and how future changes will be dealt with down the road. Choose who is responsible for approving, managing, and finalizing adjustments as they come up. 
  • Everyone’s preferred mode of communication
  • What type of updates are expected when 
  • And how information will be shared  Also, designate communication channels and leaders who will oversee them.  Don’t forget to loop in both your implementation leader and strategy director. Stakeholders do not need to sign off on this section. However, you may choose to share it with them so they can see how you plan to keep everyone on track. 
  • Identify key project phases, tasks, and subtasks Break the project goal down into actionable steps. Give each phase a name, deadline, and set of related tasks. Use project status updates in Wrike to communicate task and subtask due date expectations with everyone involved. Updates are formatted as dropdown menu options which make it easy for individuals to quickly update the entire team when they’ve moved on to the next step.  After, assign team members to complete and approve each task. Set up task dependencies within Wrike, so status notifications are automatically sent to those who were waiting to move on to the next step. 
  • Go over security needs If your project deals with sensitive data, outline what you’ll need to keep the entire project and team compliant throughout. List all digital and physical information sources that require privacy (think sensitive company financial data, home addresses, credit or bank account information, etc.). 
  • Provide a glossary Include industry terms that clients, stakeholders, and teams will need to know throughout the course of the project. Add project-related abbreviations, slang, or resource nicknames you expect will come up in communications. 

What are the components of an implementation plan?

There are 13 components every implementation plan needs to have:

  • Selected tools
  • Preliminary research
  • Strategic plan alignment
  • Project summary
  • Resource and materials list
  • Goal monitoring and measurement
  • Buy-in criteria
  • Stakeholder management
  • Operations plan
  • Management plan
  • Key phases and tasks
  • Glossary of terms

A simple implementation plan template

Your own project implementation plan will have lots of information included, but a simple table including the steps needed to launch the project is always a good place to start.

In this example, a small business is preparing to launch an online store to sell its products. Let's take a look at how this looks on a simple table. 

What are implementation planning best practices?

  • Always be as specific as possible 
  • Don’t shy away from consulting experts and conducting additional research as needed 
  • Pull data from similar past projects (successful and unsuccessful), then apply what you learned 
  • Remember that 100% alignment between all stakeholders and personnel across the board is unrealistic 
  • Use a project management solution to quickly update plans when changes come up 
  • Centralize communication to save time and keep everyone on the same page 

What information do you put in an implementation schedule?

Include an outline of the project timeline, goals, and tasks to keep teams on the same page. Combine that with key updates on:

  • The progress of major phases
  • Adjustments made to budgets, timelines, or personnel
  • Upcoming challenges and planned solutions

Implementation schedules are also meant for stakeholders, so the information you put in one needs to be tailored toward their needs. Identify each stakeholder’s level of involvement and what information they want to receive. 

What is the implementation process?

The implementation process is the step-by-step plan a team follows to achieve a shared objective. Each step is concrete and actionable. These instructions should be easily understood by anyone who reads them. 

What is a good implementation plan example? 

One good implementation plan example comes from Outdoor Equipment Manufacturer MTD . The brand uses Wrike to optimize its complex product development process. 

Their projects involve having multiple active tasks open across a variety of teams at the same time. As a result, their implementation plan relies on custom workflows, visual progress updates, and a bird’s eye view of what’s going on across the entire organization. 

Who creates implementation plans?

Project managers create implementation plans. They may choose to collaborate with team leads, subject experts, suppliers, and stakeholders to add important details. However, project managers are responsible for drafting, revising, and monitoring implementation plans the whole way through. 

What are the challenges of an implementation plan?

  • Foggy vision Implementation plans are only as good as the strategy they’re based on. Connect back to your original goals and strategy plan frequently when drafting the implementation process. 
  • Bad communication Instant messenger notes and email updates tend to get lost over the course of a project. Centralize all communication in your project management platform. In Wrike, use @ mentions to loop in stakeholders and collaborators. 
  • Lack of training Hire outside specialists or plan time for proper employee training on new projects, especially if those skill sets come with a learning curve. 

How to use Wrike as implementation planning software

Create a foolproof project plan using Wrike’s visual Gantt charts, detailed task options, and robust templates . Each of these features helps project managers easily make and monitor progress. Use our two-week free trial to save time with customizable implementation plan templates you can use over and over again.

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Maria Waida

Maria is a freelance content writer who specializes in blogging and other marketing materials for enterprise software businesses.

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Implementation Plan: What is it & How to Create it? (Steps & Process)

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Organizations are successful because of good implementation, not good business plans ~Guy Kawasaki

Planning is necessary to map out what you need to do in order to achieve your goals. However, without the execution of those plans, you won’t get anywhere. The implementation of an idea is how you start your journey towards achieving your goals and eventually reach your destination.

For businesses, an implementation plan plays a crucial role in the development and execution of an idea, project, or methodology. In fact, the  Harvard Business Review reported  that companies with an implementation and execution plan saw 70 percent greater returns than those who don’t have one. But let’s not get ahead of ourselves.

Let’s first quickly understand what is an implementation plan, how do you make one, and how to execute it successfully? Read on…

What is an Implementation Plan? (Definition)

The implementation plan facilitates the execution of a plan, idea, model, design, specification, standard, algorithm, or policy by presenting clear implementation steps that need to follow. Thus, an implementation plan is the documented steps you need to take to successfully achieve your implementation pursuits.

Implementation plans are usually made to support the strategic plan created by an organization. Now, what is a strategic plan you ask? Well, a strategic plan is a document defining the strategy by which your team will accomplish certain goals or make decisions. Strategic plans are made to guide a business decision, a new business venture, or an upcoming project or initiative.

An employee implementing actions required for project work

Therefore, the goal of the implementation plan is to effectively implement company strategy and lay down the step-by-step process of bringing the project to success.

What are the Benefits of an Implementation Plan?

An implementation plan puts organizational resources to use and develops a tactical plan to execute the strategic initiative. It thus plays a huge role in the success of your overall strategic plan. Even if you have the greatest, iron-clad plan or strategy, it’s totally pointless if you don’t put the plan into action. Here are some of the many benefits of an implementation plan:

1. Provides Clarity

Writing an implementation plan gives you better clarity of thought and improves your own understanding of the project. When you are forced to think things through, you are better able to document as well as communicate the plan to team members, upper management, and get everyone on board.

2. Keeps Everyone on Track

Your implementation plan lays down exactly what tasks need to be done, how to do them, who needs to do them, keeping everyone on board, and removing any sort of confusion or doubts. When everyone knows what their roles and responsibilities are, it’s easier to stay on track and keep everyone accountable. Home Page CTA

3. Improved Cooperation

Working on projects requires the cooperation and collaboration of many employees. The better the cooperation amongst team members, the better the synergy and the overall execution.

Employees co-operating with each other

Read more:  How to Create a Strategic Process Improvement Plan?

4. Increased Buy-In

When you have a solid implementation plan that is well researched, documented, and presented, you ensure buy-in from all key stakeholders of your organization. When upper management is on board, it’s easier to get resources allocated to your project and ensure smooth project execution.

6 Key Components of an Implementation Plan

Every implementation plan comprises of some key components that need to be analyzed and thought-through before communicating the plan with your team:

1. Outline Goals/Objectives:  Start with defining the goals and objectives of the implementation plan. What do you want to accomplish? What is the project scope ? Why are these goals important? How do these goals fit into the overall organizational vision and mission?

2. Assign Responsibilities:  Assigning roles and responsibilities provides a clear picture of what needs to be done and by whom. The clearer you define these responsibilities, the easier it will be to keep people accountable.

3. Implementation Schedule:  Schedules help track, communicate, and keep an eye on progress for your project, keeping all stakeholders in the loop with what’s going on.

4. Resource Allocation:  One of the main purposes of an implementation plan is to make sure that your team has access to enough resources in order to execute the plan effectively and without any hiccups. Make sure you know exactly what you need, how much you already have, and how you will procure what’s needed.

5. Define Metrics:  How will you determine project success? Every implementation plan must identify KPIs (Key Performance Indicators) to establish how it will measure success and failure. This also allows you to measure progress and celebrate milestones to keep the team excited.

6. Contingency Plan :  Planning for challenges is as important as planning for success. Make a plan for how your team will navigate rough waters in case you go over budget, don’t have enough resources, or are approaching deadlines. This way you won’t get off-track when challenges arise, and you will be able to steer clear of them easily.

Now that you know the key components of an implementation plan, it’s time to put this knowledge to use and learn how to write an implementation plan for yourself…

Read more:  How to Create an Effective Operational Plan for Your Business?

How to Write an Implementation Plan? Follow these Steps and Processes:

Okay Folks, it’s time to get into the ‘how’ of the implementation plan and create a solid document. When creating such a document, you need to be more detailed and thorough, explaining everything clearly to all team members who will be viewing this document.

Steps for creating implementation plan

Make sure you include the following steps in your implementation plan:

Step 1. Introduction

Kickoff your implementation plan with a brief introduction, outlining the vision, mission, and purpose of your project or initiative. You can additionally include how this project ties up with the overall organizational mission and lay down all the assumptions or limitations of your project.

Step 2.  Team Members Involved

In this segment, you can describe the team involved in the implementation of the project. Include the names, roles, and responsibilities of key project stakeholders, and key points of contact.

Step 3.  Tasks

This is an important area in your implementation plan as here you need to describe the key tasks and steps involved in the implementation of the strategy. If you have already begun with a task, note down the status and progress of the task in this section.

Step 4.  Implementation Schedule

An implementation schedule outlines project timeframes and milestones. Schedules keep everyone on track with task progress and help to keep everything on time and under budget.

Step 5.  Resource Management

Describe the resources needed (people, time, money, equipment, software, departmental help, etc.) to support successful implementation. Think through this section thoroughly to ensure smooth project implementation, and support fair asset allocation.

Step 6.  Additional Documentation

In this segment, you can attach any other documentation that supports your implementation plan. This could include proof of successful past project executions or a PDF of your strategic plan.

Step 7.  Define Metrics

Without specifying success metrics, you will never know if you are on the right track or are even executing the right strategy. Define the metrics you will use to measure success and how and when will you review your progress.

Step 8.  Project Approval

If you need upper management’s approval before kicking off implementation, add some space for a formal signoff.

Read more:   Change Management Plan: What, Why, and How to Write?

Use a Documentation Tool like Bit to Create a Robust Implementation Plan

The key to successful planning and implementation is…*drumroll*… DOCUMENTATION. This is exactly why all smart project managers use documentation tools like to create a solid, interactive, and visually appealing implementation plan for their team.

What the heck is Well, it’s an all-in-one document collaboration platform designed for the modern-day workplace. Using Bit, your team can collaborate in real-time and create implementation plans and all other documents – under one single roof! Document collaboration tool

1. Pre-Built, Beautiful & Fully Responsive Templates: Okay, you’ve created the implementation plan for your team to understand their goals and responsibilities. But, what if the plan itself looks dull and poorly formatted? Your team members won’t understand a thing, and that’s for sure.

You might not have the time to pay attention to the presentation aspect but don’t worry, because Bit does the formatting and designing for you! has over 90 fully responsive and gorgeous templates . Just pick one, insert your content and let Bit handle the rest.

Few documents templates you might be interested in:

  • SWOT Analysis Template
  • Business Proposal Template
  • Business Plan Template
  • Competitor Research Template
  • Project Proposal Template
  • Company Fact Sheet
  • Executive Summary Template
  • Operational Plan Template
  • Pitch Deck Template

2. Rich Embeds:  What if you could embed all your important files – in one single document? We’re talking about those charts, excel sheets, presentations, and the other files that you created while brainstorming the strategies.

Won’t that make your implementation plan so much more comprehensive? And your team won’t have to jump through different files to get information! Luckily, Bit lets you embed over 100 rich media integrations ! That means you can create media-rich and interactive, modern workplace documents!

3. Real-time collaboration : If your team members work on the implementation plan together and take inputs and ideas from one other, it is bound to be perfect! Luckily, helps you with that.

It allows you and your team to collaborate on a Bit document in real-time using @mentions, highlight features, and comments. Every document comes with a separate comment stream!

4. Organized Workspaces & Folders:  An implementation plan isn’t a “one-size-fits-all” thing. You’ve to customize it for every project that your company undertakes. This is exactly why you need to use Bit! On Bit, you can create infinite workspaces around projects, teams, departments, and clients to keep all your work organized.

There’s nothing like out there when it comes to creating documents like implementation plans! With a FREE account for up to five members, there’s no reason why you should not give this super cool platform a try!

Watch the video below to learn more or sign up for a FREE account and start exploring yourself!

What are You Waiting For?!

Without implementation plans, your strategic initiatives will never see the light of the day. Good implementation planning lays the foundation for successful project execution.

It creates a blueprint which your team can follow to successfully execute projects and measure their progress along the way. With tools like Bit, creating such documentation is easier than ever. So, what are you waiting for? Sign up for a free account and start creating your implementation plan today!

Further reads:

How to Create a Procurement Management Plan: Step by Step Guide

Business Development Plan: What Is It And How To Create A Perfect One?

Risk Management Plan: What, Why, and How to Write?

Cost Management Plan: What, Why, and How?

How to Create a Product Plan the Right Way?

How to Create a Project Management Communication Plan?

What is a Marketing Plan and How to Create One for Your Business?

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Simple Business Plan Template for Word, PDF

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  • Ten sections: Company description, Opportunity, Industry Analysis, Target Market, Management Team, Marketing Strategy, Timeline, Financial Plan, Conclusion. Bonus Appendices section, if you want to get fancy
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Simple business plan template.

Business Plan Template

Executive Summary

Begin with a brief description of your company to give background and context. Tell the reader why you have embarked on this new venture.

Then, move into a description of the opportunity. Explain your project from the broadest to most narrow context. Tell readers what product or service you plan to offer, how it fits into the industry you’ll operate within, who your target customers are, and what you expect from the market in the future. Explain your value proposition, and give an overview of the market.

Briefly describe your management team to help potential investors understand the skills and experience your company brings to the table. Next, move into a description of how your business will operate on a day-to-day basis.

Then, describe how you will promote your new product/service. You don’t need to go into detail here, but you should provide enough information to illustrate the marketing methods you will use and how you will attract new customers.

Describe the cost structure and financial aspects of the business. You’ll need to explain the kind and amount of investment that you need, what you will use the money for, and how you envision your business becoming profitable.

Next, you should move into a description of how you will implement your business plan. How will you roll out your new business? What is the expected timeline?

Finally, close this section with a clear, pithy explanation of your project, why it is needed, and how it will benefit future customers and investors.

HubSpot Tip: Write this section last, after you have written all of the other sections. It should summarize your entire business plan in a page or two (at most).

Company Description

Provide a description of your organization. Include the company’s name, what type of entity it is, who owns it, and note any significant assets.

This is a good place to talk about why you do what you do. What is your company’s mission statement? What are your goals and objectives?

What product or service do you provide? Who are your customers? Do you have a geographic focus? If so, where?

Briefly describe the industry, the opportunities it offers, and the growth it is experiencing.

Note some of your company’s main strengths and briefly explain where you fit into the industry. You will delve more deeply into this later.

HubSpot Tip: Keep this section brief. You will have plenty of time to talk about the details of your company and the business opportunity later in the document.

The Opportunity

Describe the need in the market that your business idea will fill. How did this need arise and why has it not been filled yet?

Explain how you identified the need and how your product/service will meet it.

Describe your products/services here. You can include diagrams or pictures to help illustrate your offering.

You should also include a description of the features and benefits of your product/service to your customer. Consider capturing this in a simple table like the one below.

Product/Service Feature

Benefit to the Customer

HubSpot Tip: Be sure to include your value proposition in this section – describe how your service/product is attractive to customers.

Industry Analysis

In this section, you’ll want to talk about the key environmental trends in your industry. What are the barriers to entry (e.g., high production or marketing costs, tariff barriers, regulatory challenges, extensive training)? How is the industry progressing? What is changing?

Then think about your business’ competitive advantage. Are there other companies providing the same good/service that you will be offering? If so, are customers likely to switch to your product/service? How do you compare with your competitors?

HubSpot Tip: Note the key factors for success in this industry, and show that your company has them.

Target Market Research and Definition

Based on the market research that you previously conducted, provide an explanation of the market in which your business will reside. How big is the market? How fast is it growing? Will your product/service be a major factor in the market?

Define your target customers. Who do you expect to buy your product/service?

You should identify and describe your major competitors in this section, as well.

Identify what defines your product/service in the marketplace. What distinctive competencies or offerings do you offer that other companies do not?

HubSpot Tip: Though you want to mention some competitors, make sure the focus is on your business and how it will serve your target customers.

Management Team & Organization

Your readers will want to know that your team has the skills and qualifications to implement what you have outlined in the business plan. Include brief biographical sketches of your leadership, including the board of directors (if you have one) and any high-level external advisors that your company uses.

Include their educational credentials and a description of the relevant work they have done and accomplishments they have achieved. You can also personalize this section with headshots of your staff to help put faces to the names.

If you have a complicated management structure, consider including an organizational chart like the one shown below. Tailor it to include the names and roles of your leadership team.

HubSpot Tip: You don’t need to include descriptions of every position in the company, just high-level management.

Operations Plan

In this section, describe how you will manage your business and what daily operations will look like. You should cover at least the following topics, and any other relevant information that might be unique to your industry:

• Staffing – How many employees will you have? Where will they be located? What kinds of skills and certifications do they need?

• Infrastructure – What kind of physical space will your company occupy? Describe your business locations. What kinds of technologies will you require?

• Legal Structure – Legal issues are important in every industry. Describe the unique aspects of yours and how you will address them.

• Regulatory – Regulations also play a key role in most businesses. Include a discussion of the regulatory issues faced in your industry and how you will handle them.

• Certifications or Accreditations - Does your company require any special documentation to do business? If so, describe how you’ll attain the required certification or accreditation.

• Product/Service Delivery Process – Describe your business processes. These might include inventory, supply chain, and accounts payable and receivable.

HubSpot Tip: This list is not exhaustive, so be sure to include enough information to help potential investors understand how your business will operate.

Marketing Strategy

Marketing is a crucial to the success of any business. Building on what you described in the Target Market Research and Definition section, define the components of your strategy to market your product/service.

Describe any challenges, including barriers to entering the market. What potential problems do you foresee? How will you address them?

Explain why you have chosen to operate your business in the selected location. Are there cost savings involved in choosing this location? Does it bring you closer to your customer base?

What is your pricing strategy? Explain and provide clear evidence for why the pricing structure you selected will lead customers to buy your products/services and will, at the same time, result in a profit for your business and investors.

Describe your plan for promoting your new business, product, or service. Will you use print, radio, television, or social media? Will you hire a marketing manager?

Be sure to indicate the budget for your marketing strategy and where you will obtain the funding for this important aspect of your business. You may need to employ consultants or an advertising agency – be sure to include these costs.

HubSpot Tip: Consider including a few mockups of your logos, packaging, and even advertisements to give potential investors a preview of your company’s marketing materials.

Implementation Plan And Timeline

Describe the phases in which your business will be rolled out. Indicate which phase you are in currently, and how long it will take to bring your product/service to market.

Consider including a timeline like the one below to illustrate the steps in the process. Customize it with your dates and the specific steps for your business.

HubSpot Tip: While aiming to please potential investors, be sure to set reasonable deadlines that you are able to meet.

Financial Plan

Tell your potential investors the amount of funds you have received thus far and who provided them. How much more funding do you require?

Describe how you will use each part of the funding you are requesting. Investors often feel more comfortable if they know exactly how their money will be used.

Give readers a peek into your company’s projected financial future. Include the following as appendices, but describe them in this section:

• Cash flow projection – An estimate of how much money you expect to flow in and out of your business.

• Capitalization plan – Lists the sources and uses of capital that your business plans to amass.

• Break-even analysis – A determination of what you need to sell in order to cover the costs of doing business.

In addition to the above, you’ll need to include an income statement and balance sheet. Since these could be long and were likely developed in Excel or an accounting software, you should reference them here and include them in an appendix.

You will also want to explain any assumptions that you have made that affect your financial information. Later you will be able to point to these to explain why something may have turned out differently than expected.

HubSpot Tip: This is one of the most important sections of your business proposal. If you are not an expert in finance, be sure to seek assistance from someone who is.

In a few sentences, summarize the main point that you would like the reader to understand about your business. Aim to convince them that they should invest!

Describe the next steps, and give detailed contact information so that they can get in touch with you easily.

HubSpot Tip: This section should incite the reader to act. Make it easy for your potential investors by including in this section all of the information they need to move forward.

Include any supporting documents for the previous sections here. You can reference them in the text and use them to provide additional detail without breaking up the flow of your business plan text.

HubSpot Tip: Some items you could include are: marketing materials, maps of the business location, background research, articles that have been written about the company, and financial documents.

Frequently Asked Questions

How do i write a simple business plan, is this template free, can i edit this template, related tags:.

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Healthy Business Manager

Implementing the Plan

You’ve spent the last few months creating your 2022 business plan, and you’re breathing a sigh of relief. Pat yourself on the back for a moment but understand that your job is not done.

You may be able to cross creating your business plan off your to-do list, but don’t shove your hard work into a drawer and forget about it.

If you are at a loss of what to do next, here comes the fun part: implementing it. Follow these five simple steps:

Step 1: Assemble your team

Schedule time with your team to go over the details of your business plan. Talk about the who , what, where, when and how so everyone is “in the know.” Then decide what metrics need to be a priority—such as sales numbers, people numbers, or website traffic—and establish a timeline for accomplishing those goals.

Implement Your Business Plan

Step 2: Break it down into manageable chunks

Big goals can seem overwhelming until you turn them into manageable objectives. Then create an action plan for the first 90 days to identify how you will get them done.

Implement Your Plan with 90-Day Objectives

Top 3 Business System Secrets Your Business Needs to Thrive

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Discover the top three secrets to setting up a system and process that will allow your business to scale.  

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Step 3: Delegate responsibilities

You don’t have to do everything yourself. Utilize your team's strengths, especially for those tasks you are not the best at or don’t enjoy doing. Delegating parts of your business plan to others is a great way to get everyone involved, make them feel empowered, and achieve your results faster.

Use Team Strengths to Implement Your Business Plan

Step 4: Measure results

Numbers are powerful. Put systems in place that will measure your goals’ progress. These numbers will help you determine if your goals are on track, how you can do more of what is working well, and what you need to change that is not working.

Measure Results as You Implement Your Business Plan

Credit to photo source.  Add the outside lInk. 

Step 5: Schedule regular business plan reviews

Identify a date on your calendar each week to review the progress of your business plan. During this meeting, everyone will report their metrics, brainstorm ideas, and decide on next steps.

"Good Business Planning is 9 parts execution for every 1 part strategy."

Understand that it is a working document

The only guarantee in business is that there are no guarantees. Just because you crafted a beautiful roadmap doesn’t mean everything will go according to plan. The best part about an actionable business plan is that it is not set in stone. It’s a working document that you can change or modify as situations arise throughout the year.

New Ideas will emerge

New ideas will inevitably present themselves as you work through your goals. But what happens if those ideas conflict with your business plan? Next month’s blog will discuss how to handle these unplanned but good ideas and how to NOT let them derail your business plan.

Tired of Feeling Lost in the Details?

If you’re ready to stop spinning your wheels and start implementing your plan, contact Healthy Business Manager today. We can help you get the year off to a strong, productive start!

Carol Frankenstein OBM

Experienced online entrepreneurs are often stressed and exhausted because they are juggling everything in the business.  I partner with owners to get results by managing operations. 

Bottlenecks are busted so they have the energy to focus on growth. 

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Grow your business. take back your life., certified online business manager for experienced entrepreneurs who want a strong business. this could also be where you add your one-liner..

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10 Implementation Plan Templates in Excel & ClickUp

ClickUp Contributor

February 13, 2024

Effective planning is instrumental to your organization’s success. A good plan becomes the roadmap of an idea or strategy, guiding it from conceptualization to launch and maintenance.

Mastering the art of effective project management and planning can be daunting—even for the most seasoned pro—because it requires a lot of collaboration and coordination of tasks, people, and resources.

So how do you create an effective plan and ensure you have all the crucial details? You use an implementation plan.

An implementation plan creates a detailed roadmap to take your project from start to finish and helps you brainstorm your overall strategy for success. It guides your team’s focus while mitigating risks and planning for contingencies .

It can feel overwhelming to make an implementation plan from scratch. Thankfully, fantastic implementation plan templates are available that streamline your workflow, ensuring your team is more productive.

Let’s look at 10 free templates for project implementation planning , covering a variety of scenarios and needs, which you can use to start planning your next project .

What is an Implementation Plan Template?

What makes a good implementation template, 1. clickup project implementation plan template, 2. clickup advanced implementation plan template, 3. clickup implementation plan for recruitment template, 4. clickup implementation plan for simple, complex, and enterprise teams template, 5. clickup call center implementation project plan template, 6. clickup help desk implementation project plan template, 7. clickup iso 9001 implementation project plan template, 9. clickup implementation management template, 10. excel project implementation plan template by viindoo.

An implementation plan template is a pre-built framework that guides your project. It outlines all the steps, tasks, resources, and timelines needed to make your project a success. You and your project team can use this implementation strategy in the planning stage to thoroughly investigate the process and consider the resources you’ll need.

This ready-to-use tool allows you to focus your time on your strategy execution instead of building a planning framework from scratch. When filled out, the template becomes a roadmap for your team. It records your team members’ responsibilities, task deadlines, and the project’s next steps.

Implementation plan templates vary depending on your project, organization, and project management team’s needs. Many templates will include sections such as:

  • Project objectives
  • Deliverables and individual tasks
  • Timeline view
  • Roles and responsibilities with project stakeholders
  • Risk management 
  • A list of all other variables, and in some cases, budget constraints, potential risks, and contingency plans

Your implementation plan should be a living document, changing with your project’s evolving needs as it moves forward. The ready-to-use templates need to be flexible and easy to update.

Do you need an effective implementation planning template for your project management team? These are some of the essential elements to look for:

  • Customizable : A template should be a framework that you can customize according to your project’s needs. The more you can modify it, the more relevant and useful it becomes. You should be able to add and remove sections, such as resource allocation, objectives, and risk assessment, as needed. Customization options will make the template more scalable and reusable 
  • Collaborative : If only one team member can update the framework, your project management team will accrue many admin hours. A template is more effective when it allows for easy collaboration. Your team can update their portion of the roadmap as they move through their tasks and paint a more accurate picture of the project’s progress, giving you or your project manager more time to focus on other needs
  • Built-in milestone evaluations : A template’s success increases when it includes a way to evaluate project milestones. These evaluations alert you to potential issues or roadblocks and help you adjust your strategy to keep the project on track. They can also help create more realistic and achievable goals 

A great template should be user-friendly and empower your team to create a thoughtfully planned implementation strategy. With these key features, an implementation plan template helps teams deliver better results.

10 Implementation Plan Templates to Use in 2024

Want to find a great template for your next implementation planning session? Whether you are launching a product , improving an internal process , or needing help to onboard new clients, these 10 implementation planning templates will guide you toward success.

ClickUp Project Implementation Plan Template

Looking for a customizable and user-friendly catch-all template for every project? The ClickUp Project Implementation Plan Template delivers. The template has all the essential features for successful implementation planning in a sleek, easy-to-use format, clear enough even for planning beginners.

Define your project’s goals and objectives to start your implementation plan within the template. The template allows you to break down the goals into actionable steps and assign responsibilities and resources to those tasks.

This creates a clear outline of roles and responsibilities for team members, from the start of the project through launch and into the maintenance phase. The resource overview lets you know who is available and who may need additional help.

From there, you can create a Gantt chart with a few clicks and set more realistic deadlines for each milestone. The handy time-tracking feature helps you determine where roadblocks are and streamline your future planning.

You access additional functionality when you work within the ClickUp platform. You can use the built-in Whiteboard for brainstorming or connect your implementation planning template to other documents within your ClickUp ecosystem for more seamless collaboration. ClickUp offers impressive integration options for the other apps and platforms in your tech stack, fitting seamlessly into your workflow and guiding your project to success.

ClickUp Advanced Implementation Plan Template

Looking for a little more from your implementation plan template? The ClickUp Advanced Implementation Plan has what you need. This template includes everything you love about the basic template and adds a new layer of timeline monitoring.

With a glance, this clear and concise implementation plan template provides instant updates on the status of each task in every phase of your project. Track progress bars so you know how each task is going, and stay alert with bright status updates about bottlenecks and roadblocks. The effort monitor also informs you when jobs fall behind and where you might need to add more resources.

The easy-to-use template gives you multiple views for total project oversight, including the project timeline, implementation progress, and a handy Gantt chart. You can easily access the template in the ClickUp platform and customize or tweak it to suit your needs.

ClickUp Implementation Plan for Recruitment Template

Want to get your recruitment and onboarding process on track? There’s a template for that. The ClickUp Implementation Plan for Recruitment guides you through the recruitment process, ensuring new hires have the resources they need for success on your team.

The template acts as a to-do list so you don’t overlook anything during onboarding. It includes completing weekly check-ins and setting up employee tool access. You or your team leader can collaborate with human resources (HR) to update the status so everyone knows exactly where the new hire is in their onboarding journey.

Customize the template to include the planning phases for talent recruitment or add training opportunities for new hires. Add and remove sections with a few clicks to suit your organization’s needs. This template is a must-have template for any HR pro.

ClickUp Implementation Plan for Simple, Complex, and Enterprise Teams Template

The ClickUp Implementation Plan for Simple, Complex, and Enterprise Teams Template is another excellent option for planning your next big project.

The Implementation Overview is a helpful viewing option where your team can find the priorities , progress, and roles on a single page. Due dates and status updates allow everyone to be on the same page by clarifying which parts of a project everyone is currently working on, is stuck on, and has completed.

With plenty of integration options and easy collaboration abilities, this is a template everyone can contribute to without taking hours out of their day to provide status updates. A few taps in the ClickUp platform will update your entire team and give everyone more time to focus on completing tasks.

ClickUp Call Center Implementation Project Plan Template

Are you tackling the enormous task of implementing a new call center? It’s a time-consuming, complex project requiring a lot of planning and coordination. The ClickUp Call Center Implementation Project Plan Template helps you organize your team members, set realistic timelines, and track the project’s progress in real time.

With this template, you’ll manage call center implementation like a pro while informing your team of updates in a single space. Use the template to create a roadmap for the transition and step-by-step instructions for team members collaborating on the project.

This customizable, easy-to-use tool allows you to change everything with a few clicks, so you can develop an implementation plan to successfully launch a new call center.

Everything is readily available on the ClickUp platform, meaning team members can update their task status from any device and keep everyone informed—no matter where they might be working.

ClickUp Help Desk Implementation Project Plan Template

Implementing a help desk is a project that requires a lot of your company’s time and resources, but it’s an essential part of meeting your customers’ needs. The ClickUp Help Desk Implementation Project Plan Template streamlines the implementation process and helps you launch your new help desk successfully. You can use this template to create a strategy to reduce the burden on internal resources and complete task due dates, ensuring you reach the execution phase promptly.

Set your help desk team up for success with this template, which includes a clear timeline of daily tasks and an organized workflow to ensure efficiency. The template condenses your implementation plan into one space the entire team can access. This simple tool helps reduce communication errors and clarifies your team’s roles and responsibilities from day one.

Get ready to exceed your customers’ expectations and start planning the launch of your help desk now.

ClickUp ISO 9001 Implementation Project Plan Template

ISO 9001 is the international standard for quality management. Its inclusion within your organization ensures a quality management system that meets your customer and stakeholder needs while adhering to all rules and regulations. While incorporating ISO 9001 within an organization can be transformational, it’s also an incredibly complex process requiring a lot of planning.

The ClickUp ISO 9001 Implementation Project Plan Template Is here to rescue you. This template helps your organization consider the implementation process as you work toward your ISO 9001 certification.

The template helps you consider contingencies and risks while increasing efficiency and enhancing organizational performance. It removes the guesswork from the implementation process and gives you a detailed implementation plan for successful completion.

simple business plan implementation

Is your payroll department struggling? Or are you a new organization creating a payroll department for the first time? The ClickUp Payroll Implementation Project Plan Template helps you create a successful payroll project strategy.

This template clarifies the project scope and task timeline while organizing resources for maximum efficiency. Within the template, easily track the status of each task and see who is responsible for the next steps. This sleek template offers enough space to customize your implementation plan and tick every box.

Start with the template now and explore ClickUp’s great integration options, connecting it with the rest of your tech stack.

Check out these payroll templates !

ClickUp Implementation Management Template

Your organization can smoothly transition new clients with the ClickUp Implementation Management Template .

This ClickUp implementation plan template follows best practices and focuses on team support and client care. Use the template to bring new clients into the organization while meeting their needs and overlooking no details in their customer journey.

ClickUp pre-populates an implementation plan example as a framework to jumpstart your implementation plan. You can customize the implementation plan example to align with your company’s workflow and needs. The user-friendly design easily adapts to the template, so you create a living document that grows with your company.

Viindoo's Excel Project Implementation Plan Template

Want a project implementation plan that works with MS Office? This Excel Project Implementation Plan Template by Viindoo gives you a beautifully designed spreadsheet where you can plan your next project.

The spreadsheet turns your implementation plan into a functional Gantt chart so that you can track the progress of your project through every step. Gantt charts are excellent for visualizing project tasks and the overall implementation timeline.

Use the information to identify implementation team members’ roles and responsibilities, too.  You can use Excel’s “Edit in Browser” function to collaborate on the implementation plan template with other implementation team members. 

Improve Your Implementation Plans With ClickUp

With the right implementation plan template, you’ll quickly master the art of project planning and strategizing.

Start by choosing a template to guide you step by step when planning. Then customize it to suit your organizational workflow. Each implementation plan template will help you and your team align your organization’s goals, optimize resources, and implementation plan template create a collaborative working environment with clear communication around projects.

The right tools make implementation planning a natural part of your workflow, enhancing your team’s abilities to complete desks without adding to their admin burden. With ClickUp, you don’t need to do this all from scratch.

ClickUp is a tool that can manage all of your projects from start to finish, including your implementation plans. ClickUp implementation plan templates integrate instantly with our robust project management software for effortless collaboration across your entire organization and all your projects.

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24 of My Favorite Sample Business Plans & Examples For Your Inspiration

Clifford Chi

Published: February 06, 2024

Free Business Plan Template

simple business plan implementation

The essential document for starting a business -- custom built for your needs.

Thank you for downloading the offer.

I believe that reading sample business plans is essential when writing your own.

sample business plans and examples

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As you explore business plan examples from real companies and brands, it’s easier for you to learn how to write a good one.

But what does a good business plan look like? And how do you write one that’s both viable and convincing. I’ll walk you through the ideal business plan format along with some examples to help you get started.

Table of Contents

Business Plan Format

Business plan types, sample business plan templates, top business plan examples.

Ask any successful sports coach how they win so many games, and they’ll tell you they have a unique plan for every single game. To me, the same logic applies to business.

If you want to build a thriving company that can pull ahead of the competition, you need to prepare for battle before breaking into a market.

Business plans guide you along the rocky journey of growing a company. And if your business plan is compelling enough, it can also convince investors to give you funding.

With so much at stake, I’m sure you’re wondering where to begin.

simple business plan implementation

  • Outline your idea.
  • Pitch to investors.
  • Secure funding.
  • Get to work!

You're all set!

Click this link to access this resource at any time.

Fill out the form to get your free template.

First, you’ll want to nail down your formatting. Most business plans include the following sections.

1. Executive Summary

I’d say the executive summary is the most important section of the entire business plan. 

Why? Essentially, it's the overview or introduction, written in a way to grab readers' attention and guide them through the rest of the business plan. This is important, because a business plan can be dozens or hundreds of pages long.

There are two main elements I’d recommend including in your executive summary:

Company Description

This is the perfect space to highlight your company’s mission statement and goals, a brief overview of your history and leadership, and your top accomplishments as a business.

Tell potential investors who you are and why what you do matters. Naturally, they’re going to want to know who they’re getting into business with up front, and this is a great opportunity to showcase your impact.

Need some extra help firming up those business goals? Check out HubSpot Academy’s free course to help you set goals that matter — I’d highly recommend it

Products and Services

To piggyback off of the company description, be sure to incorporate an overview of your offerings. This doesn’t have to be extensive — just another chance to introduce your industry and overall purpose as a business.

In addition to the items above, I recommend including some information about your financial projections and competitive advantage here too.:

Keep in mind you'll cover many of these topics in more detail later on in the business plan. So, keep the executive summary clear and brief, and only include the most important takeaways.

Executive Summary Business Plan Examples

This example was created with HubSpot’s business plan template:

business plan sample: Executive Summary Example

This executive summary is so good to me because it tells potential investors a short story while still covering all of the most important details.

Business plans examples: Executive Summary

Image Source

Tips for Writing Your Executive Summary

  • Start with a strong introduction of your company, showcase your mission and impact, and outline the products and services you provide.
  • Clearly define a problem, and explain how your product solves that problem, and show why the market needs your business.
  • Be sure to highlight your value proposition, market opportunity, and growth potential.
  • Keep it concise and support ideas with data.
  • Customize your summary to your audience. For example, emphasize finances and return on investment for venture capitalists.

Check out our tips for writing an effective executive summary for more guidance.

2. Market Opportunity

This is where you'll detail the opportunity in the market.

The main question I’d ask myself here is this: Where is the gap in the current industry, and how will my product fill that gap?

More specifically, here’s what I’d include in this section:

  • The size of the market
  • Current or potential market share
  • Trends in the industry and consumer behavior
  • Where the gap is
  • What caused the gap
  • How you intend to fill it

To get a thorough understanding of the market opportunity, you'll want to conduct a TAM, SAM, and SOM analysis and perform market research on your industry.

You may also benefit from creating a SWOT analysis to get some of the insights for this section.

Market Opportunity Business Plan Example

I like this example because it uses critical data to underline the size of the potential market and what part of that market this service hopes to capture.

Business plans examples: Market Opportunity

Tips for Writing Your Market Opportunity Section

  • Focus on demand and potential for growth.
  • Use market research, surveys, and industry trend data to support your market forecast and projections.
  • Add a review of regulation shifts, tech advances, and consumer behavior changes.
  • Refer to reliable sources.
  • Showcase how your business can make the most of this opportunity.

3. Competitive Landscape

Since we’re already speaking of market share, you'll also need to create a section that shares details on who the top competitors are.

After all, your customers likely have more than one brand to choose from, and you'll want to understand exactly why they might choose one over another.

My favorite part of performing a competitive analysis is that it can help you uncover:

  • Industry trends that other brands may not be utilizing
  • Strengths in your competition that may be obstacles to handle
  • Weaknesses in your competition that may help you develop selling points
  • The unique proposition you bring to the market that may resonate with customers

Competitive Landscape Business Plan Example

I like how the competitive landscape section of this business plan below shows a clear outline of who the top competitors are.

Business plans examples: Competitive Landscape

It also highlights specific industry knowledge and the importance of location, which shows useful experience in this specific industry. 

This can help build trust in your ability to execute your business plan.

Tips for Writing Your Competitive Landscape

  • Complete in-depth research, then emphasize your most important findings.
  • Compare your unique selling proposition (USP) to your direct and indirect competitors.
  • Show a clear and realistic plan for product and brand differentiation.
  • Look for specific advantages and barriers in the competitive landscape. Then, highlight how that information could impact your business.
  • Outline growth opportunities from a competitive perspective.
  • Add customer feedback and insights to support your competitive analysis.

4. Target Audience

Use this section to describe who your customer segments are in detail. What is the demographic and psychographic information of your audience?

If your immediate answer is "everyone," you'll need to dig deeper. Here are some questions I’d ask myself here:

  • What demographics will most likely need/buy your product or service?
  • What are the psychographics of this audience? (Desires, triggering events, etc.)
  • Why are your offerings valuable to them?

I’d also recommend building a buyer persona to get in the mindset of your ideal customers and be clear on why you're targeting them.

Target Audience Business Plan Example

I like the example below because it uses in-depth research to draw conclusions about audience priorities. It also analyzes how to create the right content for this audience.

Business plans examples: Target Audience

Tips for Writing Your Target Audience Section

  • Include details on the size and growth potential of your target audience.
  • Figure out and refine the pain points for your target audience , then show why your product is a useful solution.
  • Describe your targeted customer acquisition strategy in detail.
  • Share anticipated challenges your business may face in acquiring customers and how you plan to address them.
  • Add case studies, testimonials, and other data to support your target audience ideas.
  • Remember to consider niche audiences and segments of your target audience in your business plan.

5. Marketing Strategy

Here, you'll discuss how you'll acquire new customers with your marketing strategy. I’d suggest including information:

  • Your brand positioning vision and how you'll cultivate it
  • The goal targets you aim to achieve
  • The metrics you'll use to measure success
  • The channels and distribution tactics you'll use

I think it’s helpful to have a marketing plan built out in advance to make this part of your business plan easier.

Marketing Strategy Business Plan Example

This business plan example includes the marketing strategy for the town of Gawler.

In my opinion, it really works because it offers a comprehensive picture of how they plan to use digital marketing to promote the community.

Business plans examples: Marketing Strategy

Tips for Writing Your Marketing Strategy

  • Include a section about how you believe your brand vision will appeal to customers.
  • Add the budget and resources you'll need to put your plan in place.
  • Outline strategies for specific marketing segments.
  • Connect strategies to earlier sections like target audience and competitive analysis.
  • Review how your marketing strategy will scale with the growth of your business.
  • Cover a range of channels and tactics to highlight your ability to adapt your plan in the face of change.

6. Key Features and Benefits

At some point in your business plan, you'll need to review the key features and benefits of your products and/or services.

Laying these out can give readers an idea of how you're positioning yourself in the market and the messaging you're likely to use. It can even help them gain better insight into your business model.

Key Features and Benefits Business Plan Example

In my opinion, the example below does a great job outlining products and services for this business, along with why these qualities will attract the audience.

Business plans examples: Key Features and Benefits

Tips for Writing Your Key Features and Benefits

  • Emphasize why and how your product or service offers value to customers.
  • Use metrics and testimonials to support the ideas in this section.
  • Talk about how your products and services have the potential to scale.
  • Think about including a product roadmap.
  • Focus on customer needs, and how the features and benefits you are sharing meet those needs.
  • Offer proof of concept for your ideas, like case studies or pilot program feedback.
  • Proofread this section carefully, and remove any jargon or complex language.

7. Pricing and Revenue

This is where you'll discuss your cost structure and various revenue streams. Your pricing strategy must be solid enough to turn a profit while staying competitive in the industry. 

For this reason, here’s what I’d might outline in this section:

  • The specific pricing breakdowns per product or service
  • Why your pricing is higher or lower than your competition's
  • (If higher) Why customers would be willing to pay more
  • (If lower) How you're able to offer your products or services at a lower cost
  • When you expect to break even, what margins do you expect, etc?

Pricing and Revenue Business Plan Example

I like how this business plan example begins with an overview of the business revenue model, then shows proposed pricing for key products.

Business plans examples: Pricing and Revenue

Tips for Writing Your Pricing and Revenue Section

  • Get specific about your pricing strategy. Specifically, how you connect that strategy to customer needs and product value.
  • If you are asking a premium price, share unique features or innovations that justify that price point.
  • Show how you plan to communicate pricing to customers.
  • Create an overview of every revenue stream for your business and how each stream adds to your business model as a whole.
  • Share plans to develop new revenue streams in the future.
  • Show how and whether pricing will vary by customer segment and how pricing aligns with marketing strategies.
  • Restate your value proposition and explain how it aligns with your revenue model.

8. Financials

To me, this section is particularly informative for investors and leadership teams to figure out funding strategies, investment opportunities, and more.

 According to Forbes , you'll want to include three main things:

  • Profit/Loss Statement - This answers the question of whether your business is currently profitable.
  • Cash Flow Statement - This details exactly how much cash is incoming and outgoing to give insight into how much cash a business has on hand.
  • Balance Sheet - This outlines assets, liabilities, and equity, which gives insight into how much a business is worth.

While some business plans might include more or less information, these are the key details I’d include in this section.

Financials Business Plan Example

This balance sheet is a great example of level of detail you’ll need to include in the financials section of your business plan.

Business plans examples: Financials

Tips for Writing Your Financials Section

  • Growth potential is important in this section too. Using your data, create a forecast of financial performance in the next three to five years.
  • Include any data that supports your projections to assure investors of the credibility of your proposal.
  • Add a break-even analysis to show that your business plan is financially practical. This information can also help you pivot quickly as your business grows.
  • Consider adding a section that reviews potential risks and how sensitive your plan is to changes in the market.
  • Triple-check all financial information in your plan for accuracy.
  • Show how any proposed funding needs align with your plans for growth.

As you create your business plan, keep in mind that each of these sections will be formatted differently. Some may be in paragraph format, while others could be charts or graphs.

The formats above apply to most types of business plans. That said, the format and structure of your plan will vary by your goals for that plan. 

So, I’ve added a quick review of different business plan types. For a more detailed overview, check out this post .

1. Startups

Startup business plans are for proposing new business ideas.

If you’re planning to start a small business, preparing a business plan is crucial. The plan should include all the major factors of your business.

You can check out this guide for more detailed business plan inspiration .

2. Feasibility Studies

Feasibility business plans focus on that business's product or service. Feasibility plans are sometimes added to startup business plans. They can also be a new business plan for an already thriving organization.

3. Internal Use

You can use internal business plans to share goals, strategies, or performance updates with stakeholders. In my opinion, internal business plans are useful for alignment and building support for ambitious goals.

4. Strategic Initiatives

Another business plan that's often for sharing internally is a strategic business plan. This plan covers long-term business objectives that might not have been included in the startup business plan.

5. Business Acquisition or Repositioning

When a business is moving forward with an acquisition or repositioning, it may need extra structure and support. These types of business plans expand on a company's acquisition or repositioning strategy.

Growth sometimes just happens as a business continues operations. But more often, a business needs to create a structure with specific targets to meet set goals for expansion. This business plan type can help a business focus on short-term growth goals and align resources with those goals.

Now that you know what's included and how to format a business plan, let's review some of my favorite templates.

1. HubSpot's One-Page Business Plan

Download a free, editable one-page business plan template..

The business plan linked above was created here at HubSpot and is perfect for businesses of any size — no matter how many strategies we still have to develop.

Fields such as Company Description, Required Funding, and Implementation Timeline give this one-page business plan a framework for how to build your brand and what tasks to keep track of as you grow.

Then, as the business matures, you can expand on your original business plan with a new iteration of the above document.

Why I Like It

This one-page business plan is a fantastic choice for the new business owner who doesn’t have the time or resources to draft a full-blown business plan. It includes all the essential sections in an accessible, bullet-point-friendly format. That way, you can get the broad strokes down before honing in on the details.

2. HubSpot's Downloadable Business Plan Template

Sample business plan: hubspot free editable pdf

We also created a business plan template for entrepreneurs.

The template is designed as a guide and checklist for starting your own business. You’ll learn what to include in each section of your business plan and how to do it.

There’s also a list for you to check off when you finish each section of your business plan.

Strong game plans help coaches win games and help businesses rocket to the top of their industries. So if you dedicate the time and effort required to write a workable and convincing business plan, you’ll boost your chances of success and even dominance in your market.

This business plan kit is essential for the budding entrepreneur who needs a more extensive document to share with investors and other stakeholders.

It not only includes sections for your executive summary, product line, market analysis, marketing plan, and sales plan, but it also offers hands-on guidance for filling out those sections.

3. LiveFlow’s Financial Planning Template with built-in automation

Sample Business Plan: LiveFLow

This free template from LiveFlow aims to make it easy for businesses to create a financial plan and track their progress on a monthly basis.

The P&L Budget versus Actual format allows users to track their revenue, cost of sales, operating expenses, operating profit margin, net profit, and more.

The summary dashboard aggregates all of the data put into the financial plan sheet and will automatically update when changes are made.

Instead of wasting hours manually importing your data to your spreadsheet, LiveFlow can also help you to automatically connect your accounting and banking data directly to your spreadsheet, so your numbers are always up-to-date.

With the dashboard, you can view your runway, cash balance, burn rate, gross margins, and other metrics. Having a simple way to track everything in one place will make it easier to complete the financials section of your business plan.

This is a fantastic template to track performance and alignment internally and to create a dependable process for documenting financial information across the business. It’s highly versatile and beginner-friendly.

It’s especially useful if you don’t have an accountant on the team. (I always recommend you do, but for new businesses, having one might not be possible.)

4. ThoughtCo’s Sample Business Plan

sample business plan: ThoughtCo.

One of the more financially oriented sample business plans in this list, BPlan’s free business plan template dedicates many of its pages to your business’s financial plan and financial statements.

After filling this business plan out, your company will truly understand its financial health and the steps you need to take to maintain or improve it.

I absolutely love this business plan template because of its ease-of-use and hands-on instructions (in addition to its finance-centric components). If you feel overwhelmed by the thought of writing an entire business plan, consider using this template to help you with the process.

6. Harvard Business Review’s "How to Write a Winning Business Plan"

Most sample business plans teach you what to include in your business plan, but this Harvard Business Review article will take your business plan to the next level — it teaches you the why and how behind writing a business plan.

With the guidance of Stanley Rich and Richard Gumpert, co-authors of " Business Plans That Win: Lessons From the MIT Enterprise Forum ", you'll learn how to write a convincing business plan that emphasizes the market demand for your product or service.

You’ll also learn the financial benefits investors can reap from putting money into your venture rather than trying to sell them on how great your product or service is.

This business plan guide focuses less on the individual parts of a business plan, and more on the overarching goal of writing one. For that reason, it’s one of my favorites to supplement any template you choose to use. Harvard Business Review’s guide is instrumental for both new and seasoned business owners.

7. HubSpot’s Complete Guide to Starting a Business

If you’re an entrepreneur, you know writing a business plan is one of the most challenging first steps to starting a business.

Fortunately, with HubSpot's comprehensive guide to starting a business, you'll learn how to map out all the details by understanding what to include in your business plan and why it’s important to include them. The guide also fleshes out an entire sample business plan for you.

If you need further guidance on starting a business, HubSpot's guide can teach you how to make your business legal, choose and register your business name, and fund your business. It will also give small business tax information and includes marketing, sales, and service tips.

This comprehensive guide will walk you through the process of starting a business, in addition to writing your business plan, with a high level of exactitude and detail. So if you’re in the midst of starting your business, this is an excellent guide for you.

It also offers other resources you might need, such as market analysis templates.

8. Panda Doc’s Free Business Plan Template

sample business plan: Panda Doc

PandaDoc’s free business plan template is one of the more detailed and fleshed-out sample business plans on this list. It describes what you should include in each section, so you don't have to come up with everything from scratch.

Once you fill it out, you’ll fully understand your business’ nitty-gritty details and how all of its moving parts should work together to contribute to its success.

This template has two things I love: comprehensiveness and in-depth instructions. Plus, it’s synced with PandaDoc’s e-signature software so that you and other stakeholders can sign it with ease. For that reason, I especially love it for those starting a business with a partner or with a board of directors.

9. Small Business Administration Free Business Plan Template

sample business plan: Small Business Administration

The Small Business Administration (SBA) offers several free business plan templates that can be used to inspire your own plan.

Before you get started, you can decide what type of business plan you need — a traditional or lean start-up plan.

Then, you can review the format for both of those plans and view examples of what they might look like.

We love both of the SBA’s templates because of their versatility. You can choose between two options and use the existing content in the templates to flesh out your own plan. Plus, if needed, you can get a free business counselor to help you along the way.

I’ve compiled some completed business plan samples to help you get an idea of how to customize a plan for your business.

I chose different types of business plan ideas to expand your imagination. Some are extensive, while others are fairly simple.

Let’s take a look.

1. LiveFlow

business plan example: liveflow

One of the major business expenses is marketing. How you handle your marketing reflects your company’s revenue.

I included this business plan to show you how you can ensure your marketing team is aligned with your overall business plan to get results. The plan also shows you how to track even the smallest metrics of your campaigns, like ROI and payback periods instead of just focusing on big metrics like gross and revenue.

Fintech startup, LiveFlow, allows users to sync real-time data from its accounting services, payment platforms, and banks into custom reports. This eliminates the task of pulling reports together manually, saving teams time and helping automate workflows.

"Using this framework over a traditional marketing plan will help you set a profitable marketing strategy taking things like CAC, LTV, Payback period, and P&L into consideration," explains LiveFlow co-founder, Lasse Kalkar .

When it came to including marketing strategy in its business plan, LiveFlow created a separate marketing profit and loss statement (P&L) to track how well the company was doing with its marketing initiatives.

This is a great approach, allowing businesses to focus on where their marketing dollars are making the most impact. Having this information handy will enable you to build out your business plan’s marketing section with confidence. LiveFlow has shared the template here . You can test it for yourself.

2. Lula Body

Business plan example: Lula body

Sometimes all you need is a solid mission statement and core values to guide you on how to go about everything. You do this by creating a business plan revolving around how to fulfill your statement best.

For example, Patagonia is an eco-friendly company, so their plan discusses how to make the best environmentally friendly products without causing harm.

A good mission statement  should not only resonate with consumers but should also serve as a core value compass for employees as well.

Patagonia has one of the most compelling mission statements I’ve seen:

"Together, let’s prioritise purpose over profit and protect this wondrous planet, our only home."

It reels you in from the start, and the environmentally friendly theme continues throughout the rest of the statement.

This mission goes on to explain that they are out to "Build the best product, cause no unnecessary harm, and use business to protect nature."

Their mission statement is compelling and detailed, with each section outlining how they will accomplish their goal.

4. Vesta Home Automation

business plan example: Vesta executive summary

This executive summary for a smart home device startup is part of a business plan created by students at Mount Royal University .

While it lacks some of the sleek visuals of the templates above, its executive summary does a great job of demonstrating how invested they are in the business.

Right away, they mention they’ve invested $200,000 into the company already, which shows investors they have skin in the game and aren’t just looking for someone else to foot the bill.

This is the kind of business plan you need when applying for business funds. It clearly illustrates the expected future of the company and how the business has been coming along over the years.

5. NALB Creative Center

business plan examples: nalb creative center

This fictional business plan for an art supply store includes everything one might need in a business plan: an executive summary, a company summary, a list of services, a market analysis summary, and more.

One of its most notable sections is its market analysis summary, which includes an overview of the population growth in the business’ target geographical area, as well as a breakdown of the types of potential customers they expect to welcome at the store. 

This sort of granular insight is essential for understanding and communicating your business’s growth potential. Plus, it lays a strong foundation for creating relevant and useful buyer personas .

It’s essential to keep this information up-to-date as your market and target buyer changes. For that reason, you should carry out market research as often as possible to ensure that you’re targeting the correct audience and sharing accurate information with your investors.

Due to its comprehensiveness, it’s an excellent example to follow if you’re opening a brick-and-mortar store and need to get external funding to start your business .

6. Curriculum Companion Suites (CSS)

business plan examples: curriculum companion suites

If you’re looking for a SaaS business plan example, look no further than this business plan for a fictional educational software company called Curriculum Companion Suites. 

Like the business plan for the NALB Creative Center, it includes plenty of information for prospective investors and other key stakeholders in the business.

One of the most notable features of this business plan is the executive summary, which includes an overview of the product, market, and mission.

The first two are essential for software companies because the product offering is so often at the forefront of the company’s strategy. Without that information being immediately available to investors and executives, then you risk writing an unfocused business plan.

It’s essential to front-load your company’s mission if it explains your "Why?" and this example does just that. In other words, why do you do what you do, and why should stakeholders care? This is an important section to include if you feel that your mission will drive interest in the business and its offerings.

7. Culina Sample Business Plan

sample business plan: Culina

Culina's sample business plan is an excellent example of how to lay out your business plan so that it flows naturally, engages readers, and provides the critical information investors and stakeholders need. 

You can use this template as a guide while you're gathering important information for your own business plan. You'll have a better understanding of the data and research you need to do since Culina’s plan outlines these details so flawlessly for inspiration.

8. Plum Sample Business Plan

Sample business plan: Plum

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Free Implementation Plan Templates

By Kate Eby | January 16, 2024

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We gathered seven free implementation plan templates, complete with customizable sample copy. These templates serve as invaluable tools for professionals, ensuring that each step of the implementation process is thoughtfully planned and executed.

Included on this page, you’ll find a  project implementation plan template , a  software implementation plan template that includes a Gantt chart, a  business strategy implementation plan template , and an  implementation plan presentation template for presenting to stakeholders, among others. You’ll also find details on the  elements of an effective implementation plan and helpful instructions for  how to create an implementation plan template .

Excel Simple Implementation Plan Template

Simple Implementation Plan Example Template

Download the Sample Simple Implementation Plan Template for Excel 

Download the Blank Simple Implementation Plan Template for Excel  

Use this simple implementation plan template available with or without sample copy to streamline your implementation-execution process. Easily organize tasks into distinct phases, ensuring clarity and focus. By assigning responsibilities, setting priorities, and monitoring task status with start and end dates, teams can achieve enhanced accountability. By completing this basic template, you can mitigate potential oversights and keep your implementation plan on course. 

For insights on aligning your project steps with overarching goals, view this  collection of free project timeline templates .

Project Implementation Plan Template for Excel

Project Implementation Plan Example Template

Download the Sample Project Implementation Plan Template for Excel  

Download the Blank Project Implementation Plan Template for Excel  

This project implementation plan has more features than the simple template. It serves as a comprehensive tool for meticulously planning and visualizing the trajectory of your implementation project. Download a blank version or one with sample data to help you complete the template for your project. By segmenting tasks into phases ( Initiation and Development, etc. ), it provides methodical progression structure. The Gantt chart offers an intuitive visual snapshot of the entire project-implementation timeline. Adopting this template will not only enhance organizational efficiency but also provide a clear roadmap for the project's successful execution.

Software Implementation Plan Template

Software Implementation Plan Example Template

Download a Sample Software Implementation Plan Template for

Excel | Google Sheets

Download a Blank Software Implementation Plan Template for 

Excel | Google Sheets  

Steer your software deployment with precision using our comprehensive software implementation plan template, complete with an illustrative Gantt chart timeline. This module-by-module template — available with or without sample text — facilitates meticulous planning. Complete the  Work Breakdown Structure  (WBS) column for task-specific numeric identification. Use the  Responsibility Column to allocate individual tasks to specific team members and how long each might take in the  Estimated Duration in Hours column. Add when you expect the task to be complete in the  Target Completion Date  column. A distinct  Burndown  vertical bar chart showcases the volume of tasks accomplished and those pending for each module, providing a clear visual indicator to assess if the team is on track to meet the implementation milestones on schedule.

For more implementation plan resources and solutions, see this  article on how to create a successful implementation plan .

Microsoft Word Business Strategy Implementation Plan Template

Business Strategy Implementation Plan Example Template

Download the Sample Business Strategy Implementation Plan Template for Microsoft Word  

Download the Blank Business Strategy Implementation Plan Template for Microsoft Word    

Harness the power of this business strategy implementation plan template to streamline your project's path from vision to execution. This template — available with or without example text — methodically breaks down your initiative into vital sections. You’ll find an introductory overview, task delineation, and schedule outline to security considerations and performance metrics. With built-in sections for documentation, references, and management approvals, it ensures a comprehensive yet concise representation of your strategy.

Excel New Process Implementation Plan Template

New Process Implementation Plan Template

Download the New Process Implementation Plan Template for Excel

Elevate your process rollout with this new process implementation plan template. This all-encompassing template provides an interactive platform, wherein task progression automatically refreshes the Gantt chart as you make updates. It also provides intuitive widgets that spotlight task progression, financial tracking, and upcoming deliverables. Together these features furnish stakeholders and teams with a consolidated view of critical performance indicators.

PowerPoint Implementation Plan Presentation Template

Implementation Plan Presentation Template

Download the Implementation Plan Presentation Template for PowerPoint  

Use this template to easily present your implementation plan to team members and key stakeholders. This engaging visual tool lets you delineate tasks within an adjustable bar chart, catering to the timeframes essential to your plan. Incorporate pivotal milestone markers for critical accomplishments, and utilize the integrated  Progress Overview section to swiftly evaluate how well your implementation strategy is working.

Check out this article on free implementation plan templates in PowerPoint format for more resources.

Elements of an Effective Implementation Plan

The elements of an effective implementation plan include clear objectives, outlined steps with timelines, and task assignments. It also has continuous monitoring and feedback mechanisms.   

Here's a list of the elements for an effective implementation plan and what they include:   

  • Objectives:  Clearly defined goals and outcomes the plan seeks to achieve. This section gives direction to the entire process. 
  • Tasks/Actions: Specific steps or tasks required to achieve the objectives. Each action should be clearly articulated and avoid ambiguity. 
  • Responsibilities:  Assignments for each task to a person or team to provide accountability and clarity on who does what. 
  • Timelines:  Specific deadlines or milestones for each task or action.. 
  • Resources:  Identification and allocation of resources (such as finances, manpower, or materials) needed for each task. Completing this section ensures the project doesn't stall due to lack of necessary inputs. 
  • Stakeholders: List of individuals or groups who have an interest in the implementation. Keeping stakeholders informed can aid in garnering support and addressing concerns. 
  • Risk Management: Identification of potential risks or challenges, along with strategies to mitigate them. Learn more about  risk management planning .
  • Communication Plan:  A strategy for how information will be disseminated among team members and stakeholders. This  guide to creating a communication plan can help you get started.  
  • Monitoring and Feedback Mechanisms:  Methods to regularly track progress and gather feedback, so you can make necessary adjustments and improvements in real time. 
  • Contingency Plan:  Backup strategies or actions to take if primary tasks do not proceed as planned. These details help ensure the plan remains flexible and adaptable. 
  • Evaluation Metrics:  Criteria to measure the success or performance of the implementation. Use this data to determine if the plan is meeting the objectives. 
  • Documentation:  Maintain records of all actions, decisions, and changes. These documents aid in transparency and future reference, and they ensure that all involved parties are on the same page.

How to Create an Implementation Plan

When creating an implementation plan, first define the objective. Then list all tasks, set dates, assign roles, and track progress. You’ll also need to identify milestones and review and make adjustments as necessary. 

Here are the steps to create an implementation plan:    

  • Define the Objective Clearly state what you hope to achieve with this implementation. This could be the launch of a new product, such as the rollout of a new electronic vehicle (EV) charging stations. 
  • Perform Stakeholder Analysis Identify all parties involved in the implementation. This includes the project team, end-users, management, and any external stakeholders. 
  • Execute a Feasibility Study Thoroughly evaluate the project's potential by analyzing its economic, technical, and operational aspects. This activity involves identifying potential challenges, resource requirements, and risks to ensure that the project is well-founded and worth pursuing. 
  • Design and Develop Your Plan Translate your project concept into a detailed plan. This plan will encompass a comprehensive project outline, including specific tasks, responsibilities, timelines, and resource allocation. 
  • Establish Timeline and Milestones Estimate how long each task will take and set up a timeline for the entire project. Highlight key milestones on the timeline, so it’s easy to see when the project reaches a notable achievement. 

Use a Plan Template to Create the Implementation Plan Now that you have all the details necessary, use a simple implementation plan template to document it. Using a template can streamline and guide the process of executing your projects, ensuring organized and efficient project management.  

Simple Implementation Plan Template Feasibility Study

Enter Task Details For each  Action  in the simple implementation plan template’s seven phases, provide a description, and add the  Party Responsible, Priority, Status, Start Date, End Date , and any relevant  Notes to the corresponding fields.   

Simple Implementation Plan Template Action Columns

  • Establish a Communication Plan Decide how you will keep everyone informed about the project's progress, changes, or updates. Options could include scheduling regular meetings, sending email updates, or using project management software.
  • Deploy Pilot Testing Launch a scaled-down version of your project to a limited audience or in a controlled environment. You'll gather valuable feedback from pilot users, which will inform your adjustments and refinements. 
  • Execute Full-Scale Rollout Execute your project on a broader scale, following the finalized project plan and incorporating insights gained from the pilot test.
  • Review Performance and Optimize Continuously monitor project performance against established metrics and objectives, and make changes as necessary. 
  • Create Documentation Plan Document all aspects of the implementation plan, ensuring you establish a reference point and a record of decisions, justifications, and changes. 
  • Review and Evaluate Once the implementation is completed, review the entire process. What went well? What could be improved? This retrospective analysis can inform future implementation plans.

Easily Create and Monitor an Implementation Plan in Real Time with Smartsheet

From simple task management and project planning to complex resource and portfolio management, Smartsheet helps you improve collaboration and increase work velocity -- empowering you to get more done. 

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.

Discover a better way to streamline workflows and eliminate silos for good.

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69+ Implementation Plan Examples & Samples in PDF | DOC | Google Docs | Word | Pages

Implementation Plan Examples

In any process of developing a concept or idea to attain a specific goal, there are necessary steps to take in order to succeed. Whether it is a simple business plan or a personal ambition, one must consider all the available options to make things possible. It is very important to have a plan .

However, theories and strategies are nothing if we all just leave it to the mind. We need action. An implementation is necessary to materialize a concept. Imagine an event plan without implementation. Nothing will happen at all if we do not have an action plan to implement it.

Project Implementation Plan Template

project implementation plan template

  • Google Docs

Size: A4, US

Software Implementation Plan Example Template

software implementation

Free Basic Project Implementation Plan Template

free basic project implementation plan template

  • Apple Pages

Size: 43 KB

Free Software Change Implementation Plan Template

free software change implementation plan template

Size: 46 KB

HR Implementation Plan Gantt Chart Template

hr implementation plan gantt chart template

Size: 51 KB

Implementation Plan Template

implementation plan template

Size: 42 KB

Brand Implementation Plan Template

brand implementation plan template

Size: 25 KB

Assessment Implementation Plan Template

assessment implementation plan template

Size: 44 KB

Program Implementation Plan Template

program implementation plan template

Size: 22 KB

Marketing Implementation Plan Gantt Chart Template

marketing implementation plan gantt chart template

Size: 30 KB

Content Strategy Implementation Plan Template

content strategy implementation plan template

Size: 41 KB

Software Development Implementation Plan Template

software development implementation plan template

Software Release Implementation Plan Template

software release implementation plan template

Size: 28 KB

Software System Implementation Plan Template

software system implementation plan template

Size: 38 KB

Software Product Implementation Plan Template

software product implementation plan template

Size: 39 KB

Software Upgrade Implementation Plan Template

software upgrade implementation plan template

Size: 36 KB

New Software Implementation Plan Template

new software implementation plan template

Size: 75 KB

Remote Work Implementation Plan Template

remote work implementation plan template

Size: 26 KB

Editable Software Implementation Plan Template

editable software implementation plan template

Software Project Implementation Plan Template

software project implementation plan template

Size: 142 KB

Free Continuous Improvement Implementation Plan Template

free continuous improvement implementation plan template

Size: 40 KB

Software Asset Management Implementation Plan Template

software asset management implementation plan template

Size: 35 KB

Free Sample Project Implementation Plan Template

Software implementation training plan template.

software implementation training plan template

Project Implementation Plans

Project proposal implementation plan.

project proposal implementation plan

Size: 140 KB

Project Management Plan Sample

project management implementation plan

Size: 747 KB

Project Server Implementation Plan

project server implementation plan

Strategic Implementation Plan Examples

Strategic management implementation plan.

strategic management implementation plan

Size: 456 KB

Marketing Implementation Plans

Marketing strategy implementation example.

marketing strategy implementation plan

Size: 267 KB

Social Marketing Plan

social marketing implementation plan

What Is an Implementation Plan?

An implementation plan is a step in a management plan that aids in putting a strategic plan into action.

It is a tool to make sure that the ideas or concepts presented during the planning stage be useful and be realized. In the business arena, each marketing plan has an outline and time line.

An outline is a breakdown of all the laid out ideas conceptualized for a certain goal. While the time line is a target date to ensure that the plan is carried out in a timely manner according to their target. Time line is also important in an implementation plan.

It helps to secure that a smart goal is met at a given time without compromising any of the steps brought out. If in any ways an implementation plan is not properly thought of, all those planning will be wiped away and all your efforts will be wasted.

Tips in Creating an Implementation Plan

Creating an implementation plan could be a challenging job. You have to make sure that you have the needed management skills and knowledge in stepping up a learning plan  so that it will be implemented.

  • Gather your thoughts. Ensure that before drafting an implementation plan, you have all the necessary information such as the people needed for the implementation and the material resources.
  • Create a timeline . This is to ensure that the goal is met at a target finish date without wasting any resources.
  • Be realistic. Never ever think too much to the point of veering away from your target. Be realistic so you won’t jeopardize your strategy.

Process Implementation Plans

New process implementation plan.

new process implementation plan

Business Process Implementation Sample

business process implementation plan

Size: 77 KB

Change Process Implementation Plan

change process implementation plan

Size: 146 KB

Annual Implementation Plans

School annual implementation plan.

school annual implementation plan

Size: 261 KB

Teacher Annual Implementation Plan

teacher annual implementation plan

Size: 62 KB

Service Implementation Plan Examples

New service implementation plan.

new service implementation plan

Size: 186 KB

Customer Service Implementation

customer service implementation plan

Health Service Implementation Plan

health service implementation plan

Size: 409 KB

Elements in a Successful Implementation Plan

An implementation plan needs to have strong components for it to be a success. Here are a few you might want to consider.

  • Organizational Support. In a successful research plan , different people are needed for it to be a success. In the same way as creating an implementation plan, you need to have a strong support from your organization. This involves financial and manpower support. Always think that you are not a super human.
  • Resources. Once you have the support needed, you can then use the manpower for the implementation. However, during such step, you will need additional supplies like machineries, computers, or other expenses. You need to make sure that you have the resources in order to avoid any unnecessary delays.
  • Outline and Timeline. In any development plan , outlining a strategy is always a necessity. The reason is to make sure that the process analysis will go on a smooth sail. An unplanned strategy is always a waste of time. You will be hopping from one step to another without hitting the jackpot. Make sure to list down the steps from the most basic to the top priority. Also, always include a time line for each step. This is so that you will be aware what step to take at a certain point in time.
  • Trial and Error. During the implementation, you will have to undergo a series of tests and you cannot just do it once or twice. You have to do it as many times possible to eliminate improbability during the final implementation.
  • Consistent Communication. From gathering up the people needed for the implementation to the sourcing of materials, a strong and consistent communication plan is important. A evaluation plan nor a assessment plan  cannot be realized without interchanging ideas. In addition to that, once you have assigned the tasks to those involved, you need to communicate the steps to take, the details of the strategy, and the financial plan  for the implementation. You also need to constantly set up meetings to make sure that everything is falling into place.
  • Risk Assessment and Monitoring . Identifying the potential risks is necessary to point out any possible impacts during the implementation. Weed out all the things that you think are unimportant and focus on those that are essential for the success. Also, while doing the assessment, continue to monitor its progress. If and when there are tasks not meeting the given deadline, find ways to make it up and remove some plans that cause delays.

Program Implementation Plans

Training program implementation sample.

training program implementation plan

Size: 119 KB

Safety Program Implementation Example Plan

safety program implementation plan

Size: 178 KB

Network Implementation Plans

Cycling network implementation plan.

cycling network implementation plan

Network Security Implementation Sample

network security implementation plan

Size: 262 KB

Training Implementation Plans

Staff training implementation plan.

staff training implementation plan

Size: 143 KB

Safety Training Sample Plan

safety training implementation plan

Size: 324 KB

Training Project Implementation

training project implementation plan

Size: 21 KB

Social Media Implementation Plan Examples

Social media marketing plan.

social media marketing implementation plan

Technology Implementation Plans

Assistive technology implementation plan.

assistive technology implementation plan

Size: 59 KB

Information Technology Implementation Sample

information technology implementation plan

Size: 915 KB

New Technology Implementation Plan

new technology implementation plan

Size: 206 KB

Federal Implementation Plans

Federal agencies implementation plan.

federal agencies implementation plan

Size: 605 KB

Lean Implementation Plans

Lean deployment implementation plan.

lean deployment implementation plan

Lean Construction Implementation Plan

lean construction implementation plan

Lean Project Implementation Plan

lean project implementation plan

Size: 14 KB

What Is a High-Level Implementation Plan?

A high-level implementation plan is a multi-layered plan with different layouts to carry out bigger  control plan  for larger implementation. It involves numerous factors like inter-department dialogues, bigger resources, and a larger manpower. The main role of a high level implementation plan is to support local or smaller implementation plans.

In a certain audit plan , a high level implementation plan is most likely to be used because of its broader range. Unlike a standard implementation plan, which is most commonly drafted on single or double sheet pages of paper, a high level implementation plan includes outlined strategies, graphs, and schematic diagram of the plan.

What Is an Implementation Plan in Business?

An implementation plan in business analysis is an essential tool to properly materialize any strategical analysis drafted and consolidated to improve sales return or simply corporate progress. An implementation when incorporated in a business plan  is where goals are fully analyzed by magnifying the objectives and outlining each task with a specific deadline.

Setting a timetable for a business project plan is a good way for an implementation. The reason is because in businesses, there is a complexity involved because of the many factors to be considered before an implementation. Factors like the feasibility of the idea in the business, the focus group, and the resources.

However, when planned properly, an implementation plan in business could result to unlimited positive results.

Security Implementation Plan Examples

Information security implementation plan.

information security implementation plan

Size: 342 KB

Free Network Security Implementation

free network security implementation plan

Size: 50 KB

Physical Security Implementation Plan

physical security implementation plan

Size: 529 KB

Product Implementation Plans

New product implementation plan.

new product implementation plan

Size: 131 KB

Product Development Plan

product development implementation plan

Size: 104 KB

School Implementation Plans

School project implementation plan.

school project implementation plan

School Technology Implementation Plan

school technology implementation plan

Size: 835 KB

Sales Implementation Plan Examples

Sales strategy implementation plan.

sales strategy implementation plan

Size: 141 KB

Sales Force Implementation Sample Plan

sales force implementation plan

Size: 113 KB

Safety Implementation Plans

Safety management implementation plan.

safety management implementation plan

Size: 273 KB

Child Safety Implementation Plan

child safety implementation plan

Size: 165 KB

Community Safety Implementation

community safety implementation plan

Quality Implementation Plan Samples

Quality improvement implementation plan.

quality improvement implementation plan

Size: 185 KB

Quality Control Plan

quality control implementation plan

Size: 224 KB

Proposal Implementation Plans

Free project proposal implementation plan.

free project proposal implementation plan

Grant Proposal Implementation Sample

grant proposal implementation plan

Size: 15 KB

Business Proposal Plan

business proposal implementation plan

Size: 263 KB

How to Develop an Implementation Plan

Below are the things to consider before plunging yourself into creating an implementation plan. Make sure to remember this as the preparation is always the crucial part in every  quality plan .

Step 1. Set a Goal

This is probably the first step for a successful implementation of a management plan. It is also the most essential part because setting an objective will shed a light to the budget plan  you will be planning.

Step 2. Identify the Requirements.

You need to point out what are the things  you will be needing. Financial capacity, training plan , and performance improvement plans  are to be considered before creating an implementation plan. Identifying the resources is the main key to rid yourself from failure to reach the objective statement .

Step 3. Develop a Progress Path.

In any daily plan , creating a development path is a key to monitor the progress of the implementation. You will be able to identify the weaknesses and strengths of your implementation plan.

This is also an opportunity for you to think and review the plans you have outline and check which ones are working and which ones are causing delays for reaching the deadline. Monitoring your work plan is a key to ensure the efficiency and effectiveness of your implementation plan.

Developing an implementation plan could be as challenging as the actual implementation itself. There are a number of things to take note of. Planning, resourcing, and setting goals is just a few of them. But, having the right disposition and the positive attitude could be a ticket to win that coveted success in a risk plan .

simple business plan implementation

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Implementation plan.

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Tips for use

You can make the Implementation Plan by yourself, but it is more effective if you do this with a group, such as colleagues who will be impacted by the change. 

Print the template of the Implementation Plan to use in a brainstorm. Use sticky notes to put something in the Implementation Plan. This way you can easily add or move actions if necessary.

For inspiration, have a look at the example of Fleurs Flowers and learn from this application of the Implementation Plan.

Your long-term vision for your company contains many possible innovations. An Implementation Plan is made for one of these innovations at a time. The Implementation Plan helps you to define the concrete actions that are necessary to implement the change, put them on a timeline and have a clear idea who’s accountable. Follow the steps to create an Implementation Plan.

Step 1: Describe the innovation

What is your idea and how will it work in your company? Describe what the innovation consists of, the reason for the innovation, and what you want to achieve for your company.

Step 2: Describe the actions that have to be taken 

To make the changes a reality, you have to take action. Often a change has an impact in several different business units. Determine the business units that are influenced by the change and define the actions that should be taken to make the change. Make sure to mention specific actions, for example: "Organise sales training", "Customise product catalogue" or "Create a Facebook page".

Describe for each business unit which actions should be taken:

  • People: Do you need to hire new employees? Is there a knowledge gap that needs filling? Are you going to outsource activities or acquire new skills?
  • Processes: does your innovation require a new way of organising processes? Is a new work method needed? Do you have to set up a new department? Is a different management style necessary?
  • Technology: Is the technology you’re currently using good enough for your new business? Or do you have to invest in new technology? Do you need new IT systems?
  • Knowledge & materials: can you repurpose existing knowledge and materials? Are you going to acquire new knowledge, for which you need to secure intellectual property? Do you have to buy new materials?
  • Partners: do you need new partners? Are you able to distribute your new product or services with your existing partners?
  • Marketing & sales: Is market research and promotion necessary? Do the current marketing tools need to be adjusted to the change? Do you want to use other channels or technology for marketing and sales?

Step 3: Determine the critical moments

Some actions will have a big impact on your company. Mark these actions as critical. They probably also require more preparation. Examples of critical moments are actions that:

  • can’t be reversed, for example closing a department or dismissing an employee;
  • or entail high risk, such as developing new technology that requires a big investment.

Step 4: schedule the actions

Put the actions on a timeline. Note that some actions are dependent on other actions. Ensure that these can be recognised, for example by giving them the same colour. Steps that have no dependencies can be done parallel to others. Ensure that each action has is someone’s responsibility and has a clear deadline. 

Note: change is a process. Have regular evaluations of your timeline to accommodate for the changes in your company (people leaving, newly acquired knowledge). Are all actions still in the right order, or do you need to revise the planning?


  1. 43 Step-by-Step Implementation Plan Templates ᐅ TemplateLab

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  2. 43 Step-by-Step Implementation Plan Templates ᐅ TemplateLab

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  3. 43 Step-by-Step Implementation Plan Templates ᐅ TemplateLab

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    simple business plan implementation

  6. 43 Step-by-Step Implementation Plan Templates ᐅ TemplateLab

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  1. Business Plan Implementation

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  1. Simple Business Plan Template (2024)

    Krista Fabregas is a seasoned eCommerce and online content pro sharing more than 20 years of hands-on know-how with those looking to launch and grow tech-forward businesses.

  2. How to Create an Implementation Plan

    A strategic implementation plan (SIP) is the document that you use to define your implementation strategy. Typically, it outlines the resources, assumptions, short- and long-term outcomes, roles and responsibilities, and budget. (Later on, we'll show you how to create one.) An SIP is often integrated with an execution plan, but the two are ...

  3. How to Write a Simple Business Plan

    Write the Executive Summary. This section is the same as in the traditional business plan — simply offer an overview of what's in the business plan, the prospect or core offering, and the short- and long-term goals of the company. Add a Company Overview. Document the larger company mission and vision.

  4. How To Write A Business Plan (2024 Guide)

    Describe Your Services or Products. The business plan should have a section that explains the services or products that you're offering. This is the part where you can also describe how they fit ...

  5. What is an implementation plan? 6 steps to create one

    How to create an implementation plan in 6 steps. If you want your implementation plan to be comprehensive and beneficial to your project team, you'll need to follow specific steps and include the right components. Use the following steps when creating your plan to reduce the risk of gaps in your strategy. 1. Define goals.

  6. Free Simple Business Plan Templates

    Try Smartsheet for Free. 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.

  7. Simple Business Plan Template For Startup Founders

    The executive summary is a short section that summarizes every aspect of the business plan. So, first, write the entire plan. THEN write the executive summary. 3. Supplement the business plan with supporting documents. While simple business plans are fast and effective, they leave out a lot of information by nature.

  8. What Is an Implementation Plan? (Template & Example Included)

    Project implementation, or project execution, is the process of completing tasks to deliver a project successfully. These tasks are initially described in the project plan, a comprehensive document that covers all areas of project management. However, a secondary action plan, known as an implementation plan, should be created to help team ...

  9. Free Implementation Plan Template to Achieve Business Goals [2023] • Asana

    An implementation plan is a step-by-step guide that outlines all the steps or actions you and your team need to take to accomplish a business goal —an idea with an achievable result or outcome. These plans help you determine the what and how of your goal so you can break it down into actionable, achievable steps.

  10. How To Implement Your Business Plan Objectives

    Measurable: Identify objectives you can measure. For example, you can't necessarily measure something like "customer loyalty," but you can measure repeat customers, sales and revenue per customer, and other data points related to loyalty. Attainable: You might dream of turning your startup into a $1-million-per-year business.

  11. The Ultimate Guide to Implementation Plans

    A simple implementation plan template. Your own project implementation plan will have lots of information included, but a simple table including the steps needed to launch the project is always a good place to start. In this example, a small business is preparing to launch an online store to sell its products.

  12. How to Create an Implementation Plan in 2024

    Step 1: Brainstorm your desired outcomes. The first step is envisioning and determining what the final outcomes will be. Whether it's the adoption of a new software tool or a change in your team ...

  13. Implementation Plan: What is it & How to Create it? (Steps & Process)

    Step 1. Introduction. Kickoff your implementation plan with a brief introduction, outlining the vision, mission, and purpose of your project or initiative. You can additionally include how this project ties up with the overall organizational mission and lay down all the assumptions or limitations of your project.

  14. Simple Business Plan Template for Word, PDF

    Download Simple Business Plan Template for Word & PDF or email it to yourself later. Download Simple Business Plan Template for Word & PDF. ... Implementation Plan And Timeline. Describe the phases in which your business will be rolled out. Indicate which phase you are in currently, and how long it will take to bring your product/service to ...

  15. How to Implement Your Business Plan with 5 Simple Steps

    Step 1: Assemble your team. Schedule time with your team to go over the details of your business plan. Talk about the who, what, where, when and how so everyone is "in the know.". Then decide what metrics need to be a priority—such as sales numbers, people numbers, or website traffic—and establish a timeline for accomplishing those goals.

  16. How To Write a Simple Business Plan in 5 Steps (With Example)

    Find a template with a title page and table of contents to keep your business plan looking professional and organized. 3. Fill in each section. Work through your business plan by filling in one section at a time. This way, you can keep your thoughts more organized.

  17. 10 Implementation Plan Templates in Excel and ClickUp

    ClickUp ISO 9001 Implementation Project Plan Template 8. c 9. ClickUp Implementation Management Template 10. Excel Project Implementation Plan Template by Viindoo. Effective planning is instrumental to your organization's success. A good plan becomes the roadmap of an idea or strategy, guiding it from conceptualization to launch and maintenance.

  18. 24 of My Favorite Sample Business Plans & Examples For Your Inspiration

    8. Panda Doc's Free Business Plan Template. PandaDoc's free business plan template is one of the more detailed and fleshed-out sample business plans on this list. It describes what you should include in each section, so you don't have to come up with everything from scratch.

  19. Sample Implementation Business Plan

    Step 3: Make alterations as needed. A project manager may need to make adjustments during the implementation phase of any project, such as accommodating different customer requirements or maintaining the project's scope. Adjust as needed, relying on the project plan to uncover potential solutions.

  20. Free Implementation Plan Templates & Examples

    Use this simple implementation plan template available with or without sample copy to streamline your implementation-execution process. Easily organize tasks into distinct phases, ensuring clarity and focus. ... Harness the power of this business strategy implementation plan template to streamline your project's path from vision to execution ...

  21. PDF Implementation Plan Template and Examples

    The Implementation Plan Template is designed to guide implementation teams in developing a plan for implementation across the four stages: exploration, installation, initial implementation and full implementation. The implementation plan should be collaboratively developed by the implementation team together with community partners and members ...

  22. Implementation Plan

    An implementation plan is a step in a management plan that aids in putting a strategic plan into action. It is a tool to make sure that the ideas or concepts presented during the planning stage be useful and be realized. In the business arena, each marketing plan has an outline and time line.

  23. Implementation Plan

    Step 2: Describe the actions that have to be taken. To make the changes a reality, you have to take action. Often a change has an impact in several different business units. Determine the business units that are influenced by the change and define the actions that should be taken to make the change. Make sure to mention specific actions, for ...