Business Plan Templates
Free Download
2 Essential Templates For Starting Your Business. Available as an interactive PDF or a Google Docs template.
With this business plan template, you'll be able to:
- Write a company description that sells your story
- Plan for the future: lay out goals and metrics for success
- Describe your product line in detail and plan for how to stand out from competitors
- Consider any legal formalities that require attention when starting your business
- Put together necessary financial projections to make a strong start
- Create your buyer persona and determine your product/marketing fit
Build A Business Plan That Works
Available as a one-page interactive PDF and a full template on both Google Docs and Microsoft Word!
Whether you’re starting a business or drafting a formalized document with your current business goals, it’s important to clearly defi ne the scope of all aspects of the venture — from mission, to target customers, to fi nances, and beyond.
When just starting out, it can be tempting to think of a business plan as simply your company’s name and a description of your product or service. But in reality, planning a business involves thinking through a lot more details.
In this business plan template we’ll guide you through the steps of writing company and product descriptions, setting sales and marketing goals and plans, and thinking through legal and fi nancial logistics. We've included a plain text, designed , and completed example version of this template.
Frequently Asked Questions (FAQs)
How do you write a business plan.
A business plan is a formal written document that you can use to identify the purpose of your company, make important decisions about your future and help grow your company. HubSpot's free business plan templates provides guidance to establishing your company mission, customer research, competition, and a business strategy to profitability.
Why do I need to fill out the information requested?
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Where can I get a free business plan template?
HubSpot's Free Business Plan Templates are the best way to create a professional, thorough business plan. The templates include instructions and everything you need to know about starting your company.
Is this really free?
Absolutely.
Just sharing some free knowledge that we hope you’ll find useful. Keep us in mind next time you have marketing questions!
What are the basic format of a business plan?
A business plan is a written document that outlines the company's goals, strategy and implementation. The format of the plan varies depending on the type of organization (e.g., for-profit or nonprofit) and size, but most plans share some common features such as an overview, executive summary, and financial information.
What is the best business plan template?
A great business plan template clearly defines the scope of the venture -- from mission, to target customers, to finances, and beyond. HubSpot's business plan template will guide you through the steps of writing company and product descriptions, setting sales and marketing goals and plans, and thinking through legal and financial logistics.
What is needed to start a business?
If you're thinking about starting a business, you'll need to do some research first. You can't just start a business without doing any market research. Market research will tell you if there's an opportunity to turn your idea into a successful business. After that, write your business plan so that you know how much money and time it will take for the project to succeed. Use HubSpot's free business plan template today!
Set yourself up for success with this business plan template
Download the free business plan template.
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Business plan template
If you’re looking for a way to start your business off on the right foot, a business plan template can help you establish the foundation for your strategy. Get started in a few clicks with Asana’s free business plan template.
Sign up to use this template.
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You’re pumped—you just thought of the greatest business idea ever. You want to get started, but you don’t have a plan laid out. You need a loan to get your idea off the ground, and the bank wants to see an in-depth business plan. We’re here to help.
What is a business plan template?
A business plan template is a framework that helps you solidify your ideas in an organized format. Our free business plan template walks you through how to create a new business from scratch, or re-imagine your existing business in a new market.
What components are included in a business plan template?
Our business plan template covers what an organization wants to achieve within three to five years. By using our template, you’ll have a place to capture all of the major information you need in order to complete your business plan. That includes:
Company description : Information like your executive summary , your company’s mission statement and vision, and your founder’s bio.
Product and services: A high-level overview of what your company provides, including core products or services. This may also include how your product is developed, any potential screenshots or prototypes of your product, and pricing plans.
Marketing plan: How you plan to bring your product into market at a high level. You can add information like a SWOT analysis , target market research, and brand positioning in this section.
Financial plan: Important financial information such as balance sheets, a break-even analysis, and your cash flow projections.
Management and organization information: Information on your company’s founders, executive team, and the board of directors.
How to use our free business plan template
Using Asana’s free business plan template is simple. Start by creating a new project with our free template. From there, add relevant information for your specific business plan in the sections provided in our template. If there’s more information you want to include in your business plan, you’re free to add sections, custom fields, or additional tasks to make this template fit your needs.
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Reporting . Reporting in Asana translates project data into visual charts and digestible graphs. By reporting on work where work lives, you can reduce duplicative work and cut down on unnecessary app switching. And, because all of your team’s work is already in Asana, you can pull data from any project or team to get an accurate picture of what’s happening in one place.
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.
Project Overview . Project Overview is your one-stop-shop for all important project context. Give your team a bird’s-eye view of the what, why, and how of your project work. Add a project description to set the tone for how you’ll work together in Asana. Then, share any important resources and context—like meeting details, communication channels, and project briefs—in one place.
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Instead of taking the time to create a business plan from scratch, start the process off with Asana’s free template.To further customize your template, add evergreen information about your specific business, such as your business model, company name, address, mission statement, value proposition, or target audience. Adding these details to your template lets you avoid documenting this information from scratch every time you create a new business plan.
What components should I include in a business plan template?
Business plan templates typically contain five main sections: a company description, products and services, a marketing plan, basic management and organization information, and your current financial plan.
How long should my business plan be?
Short answer—as long as you need it to be. The long answer is that your business plan should have the answers to specific questions on how your business is run, from the perspective of an investor. The goal of a business plan is to highlight your business strategy for the next three to five years. This means any important operational, financial, and strategic information should be included.
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Set clear goals and streamline your planning process—so every level of your company is aligned on what’s important.
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Small business, big goals
Coming up with your business strategy can be daunting, but Asana helps businesses of all sizes track and hit their goals. See how with a free trial.
Powerful business plan templates
Plan for the future, no matter what your business plans are or the size of your business with these designs and templates. whether it's just one big project or an entire organization's worth of dreams, these templates will keep you and your company on track from ideation to completion..
Put your ideas to work with simple templates for every business plan
Every successful business took a lot of planning to get there, and these templates will be cornerstones of your future success. Whether you're looking to attract new business, pitch your services or reimagine your company, with these simple, customizable templates at your fingertips you can turn complexity into something tangible. These templates can become marketing assets or simply remain internal touchpoints for your team. And as your dreams change, you'll always have this template to refer to – it's easy to change what exists on paper. If you're a small business, focusing on your niche can help you dominate in your field, and you can forge a plan to figure out exactly what that niche might be and how to target your ideal customer . When it's time to share your vision with stakeholders, craft a presentation that outlines your plan succinctly and with style. Let these templates from Microsoft Designer be your partner in business strategy for years to come.
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Free Simple Business Plan Templates
Are you a business startup and want to get a free business plan template for your business? If yes, then you are at the right place. As a business plan writing company , we list out professional business plan templates for you so you can write your business plan easily. We have shared a wide range of templates for diversified business needs. You can choose one that suits your requirements
Free One Page Business Plan Template
Simple business plan template, lean startup business plan template, free business plan template, business plan templates by business category, potential issues with business plan templates & how to address them, generic templates vs. industry specificity, lack of financial expertise, data accuracy and consistency, overreliance on templates, formatting and readability, get your one page business plan template from wisebusinessplan today, essential elements of a business plan, tips for creating a business plan, benefits of using a business plan template, restrictions of business plan templates.
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Download Pack of 3 Business Plan Templates
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Why Choose Wise Business Plans
Utilize this concise Free one-page business plan to systematically record your essential concepts. This template assists in constructing a simplified overview of your business plan, making it easily digestible for stakeholders. Consider this one-page plan as a starting point, serving as a reference for developing a more comprehensive business blueprint.
This template guides you step by step through all the elements of a small business plan , covering areas like the company’s history, introducing the management team, conducting market analysis, presenting product or service details, outlining financial projections, and more. Additionally, it includes a pre-built table of contents to maintain the structure of your plan, and it’s fully adaptable to suit your specific needs.
The lean business plan template offers a simplified alternative to the traditional business plan Template. It includes concise sections for your company’s overview, industry context, problem-solving approach, unique value proposition, target market, and essential performance metrics. Additionally, there’s space to map out a timeline of crucial activities.
Boost your business with our collection of easy-to-use templates designed just for you.
- Issue: One-size-fits-all business plan templates might not capture industry-specific details crucial for investors.
- Solution: Look for templates with industry-tailored sections or customize existing ones to highlight your industry’s nuances.
- Issue: Users might struggle with financial projections or terminology.
- Solution: Include clear instructions and financial guidance within the simple business plan template.. Users can also consult free online resources or financial advisors.
- Issue: Inaccurate or inconsistent data can mislead investors.
- Solution: Double-check all data entries and ensure consistency across the plan. Consider using real financial data from your business (if applicable).
- Issue: Business Plan Templates shouldn’t replace critical thinking and analysis specific to your business.
- Solution: Use the template as a framework, but personalize it with your unique value proposition, competitive landscape analysis, and strategic goals.
- Issue: Poor formatting can make your plan look unprofessional.
- Solution: Pay attention to formatting elements like fonts, spacing, and visuals. Ensure the plan is clear, concise, and easy to read.
Remember: Our Page includes 45 different kinds of business plan templates tailored for specific industries, So you can choose any format that suits your business with your ease.
The composition of your business plan will be contingent on the nature of your products or services and the scale and requirements of your business.
Here are the elements of a typical business plan and the specific information to incorporate within each segment:
- Executive Summary
- Business Description
- Market Analysis
- Competitive Analysis
- Marketing and Sales Strategy
- Organization and Management
- Product or Service Line
- Financial Projections
- Funding Request
- Appendix (optional)
Creating a business plan can seem like a daunting task, but the following tips aim to simplify the process as you develop your plan:
- Utilize a business plan template (choose from the options above) or refer to the previous section to establish a standard outline for your plan.
- Adapt your outline to suit the specific needs of your business. If you’re using a standard business plan outline, remove any sections that don’t apply to your situation or aren’t vital for running your business.
- Begin by gathering all the information you currently have about your business. Then, use this information to complete each section in your plan outline.
- Leverage available resources and conduct additional research to fill in any remaining gaps. (Note: You don’t have to fill out your plan in sequence, but remember that the executive summary, which summarizes key points, should be completed last.)
- Ensure your plan effectively conveys the interplay between your marketing, sales, and financial objectives.
- Include details in your plan that outline your strategic course of action, looking ahead three to five years.
- Regularly revisit your plan as strategies and objectives evolve.
At the very least, ensure your business plan addresses the following questions:
- What product or service are we offering?
- Who is the product or service for?
- What problem does our product or service solve?
- How will we deliver the product or service to our target customers?
- What makes our product or service superior to alternatives?
- How can we surpass our competitors?
- What is our unique value proposition?
- When will tasks be completed, and who is responsible for them?
- If funding is needed, how will it be utilized?
- When are payments due, and when will income be received?
- What is the ultimate purpose of your business?
To determine the type of business plan that suits your needs and for more helpful guidance, consult our guide on crafting a concise business plan.
Developing a business plan can be a time-consuming task, particularly if you’re unsure how to get started. However, utilizing the right template tailored to your business needs can prove highly advantageous. Here’s how using a business plan template, as opposed to starting from scratch, can be particularly helpful:
Facilitates Organized Planning
A template allows you to promptly jot down your thoughts and ideas in an orderly fashion. It provides a structured framework that simplifies the planning process.
Provides Clarity and Structure
Using a template gives your plan a clear structure, helping you outline your business objectives, strategies, and goals with greater precision.
Time and Resource Efficiency
Templates save you precious time and resources. They eliminate the need to create every section from the ground up, enabling you to focus on the content and strategy, rather than the format.
Prevents Oversight
Templates serve as comprehensive guides, helping you cover all the essential details your business plan should encompass. This reduces the risk of omitting crucial elements vital to your business’s success.
In essence, a well-designed business plan template streamlines the planning process, making it more efficient and ensuring that your plan is both thorough and well-organized.
While a business plan template can be a helpful starting point, it comes with certain limitations, particularly if the template doesn’t align precisely with your business’s unique requirements. Here are some drawbacks to consider:
Lack of Customization
Every business is distinct, and your business plan should reflect that individuality. A template may not adequately cater to your specific needs, potentially resulting in an ill-fitting plan.
Impaired Collaboration
Using a template may hinder effective collaboration among different teams involved in the plan’s development, such as sales, marketing, and accounting teams. It might not be conducive to seamless teamwork.
Data Dispersal
Templates can lead to the creation of multiple files stored in various locations. This can make it challenging to maintain a centralized and up-to-date plan.
Chart and Graph Creation
Templates often require you to manually generate charts and graphs to support your strategic points. This adds an extra layer of work and complexity.
Multiple Updates
Keeping your plan, spreadsheets, and supporting documents synchronized can be cumbersome when using a template. Changes made may not automatically update across all documents, potentially causing version control issues.
In summary, while business plan templates can be a useful starting point, it’s essential to be aware of their limitations, especially when your business has specific requirements that may not be accommodated by a generic template.
A business plan template is a pre-written document that provides a structure and outline for writing a business plan. It can help businesses of all sizes save time and effort, ensure completeness, improve consistency, and make a better impression on potential investors and lenders.
To write a business plan using a template, simply follow the structure and outline provided. Fill in the blanks with information about your company, its products or services, its target market, its financial projections, and its marketing and sales strategies. Be sure to customize the template to fit the specific needs of your business.
The best business plan templates for small businesses are those that are tailored to the specific needs of small businesses. Some popular options include:
- Lean Startup Canvas
- Business Model Canvas
- One-Page Business Plan
- SBA Business Plan Template
- SCORE Business Plan Template
To customize a business plan template, simply add or remove sections as needed to fit the specific needs of your business. You can also change the wording and formatting of the template to match your company’s brand voice.
Here are a few tips for writing a successful business plan using a template:
- Be honest and realistic in your projections.
- Be clear and concise in your writing.
- Be specific about your goals and objectives.
- Tailor your plan to your target audience.
- Proofread your plan carefully before submitting it to potential investors or lenders.
Here are a few examples of good business plans written using templates:
- Tesla Business Plan
- Airbnb Business Plan
- Warby Parker Business Plan
- Glossier Business Plan
- Spotify Business Plan
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How to Write a Property Management Business Plan (Free Template)
If you’re looking to start a property management business, you’ve come to the right place. The success of property management companies—or any companies, for that matter—absolutely depends on first creating a well-researched and thorough business plan .
Luckily, this guide aims to help you do just that. First, we’ll explain what a property management business plan encompasses, why you need one, and tips for going about it the right way. Then, we’ll walk you through the recommended business plan outline step-by-step and share details of what to include in each section.
Finally, we’ll send you off with a free template you can download and update with your business’s own information. Creating a business plan was never so easy!
Let’s dive in.
Don’t see the form to download our free property management business plan template? Click here .
What is a property management business plan?
A property management business plan is a document that summarizes your property management business: its current operations, goals for the future, strategies for achieving those goals, and other supporting details.
While you’ll want to create your business plan before launching your businesses, it’s not a one-and-done document. Instead, you should update it yearly and after major company and industry changes.
Why do you need a property management company business plan?
Whether you’re looking to start a new property management company or grow your existing one, you’re probably eager to get started. But while it can feel productive to hit the ground running, a business plan is crucial to drive your strategy and decision-making . It will serve as a roadmap you can refer back to as you get started and grow your business.
Moreover, business plans are also crucial as tools to help sell your property management agency to potential partners, investors, and banks . There’s no point in asking for their support if you can’t show you know what you’re doing, and business plans are one of the best ways to do that.
Finally, beyond mere financial gains, a thorough property management business plan enables you to measure your success accurately and pinpoint areas for improvement . It empowers you to zero in on critical indicators like your budget, local market insights, and expansion opportunities.
How do you write a property management business plan?
Do your research first.
It’s easy to spot the differences between a well-researched business plan and one that was written haphazardly. And those differences will be just as easy to mark in the results your business sees once it’s up and running.
Tailor it to your type of property management business
Chances are, you’re going to start your business plan from a standard template. There’s nothing wrong with that. In fact, it’s recommended, and we provide a free property management business plan template at the end of this article, if you’re still looking for one.
However, as you fill in your information, be sure to tailor your plan to your specific business. For example, what type of properties does your business manage? Common types of property management include:
- Residential rental property management , including both single-family and multifamily residences
- HOA property management , which typically involves working directly with homeowners’ associations
- Commercial property management , including office, retail, and industrial buildings
- Vacation rental property management , involving managing vacation rentals such as Airbnbs for their owners
Remember your goals
You might wonder whether you really need to include this much detail in your business plan, but remember what you’re hoping to achieve. And we don’t just mean a successful property management agency, but the specific things you’ll use your business plan for.
For example, if you’re hoping to find a partner for your business, your prospects will certainly appreciate a high level of detail in your operations plan. Similarly, potential investors will want to see solid financials.
Use a property management business plan template
Finally, don’t make it harder for yourself than you have to! You’re already going to have to do a significant amount of research, calculations, and brainstorming. Make it easier for yourself by starting with a template you can input specifics to, like the one pictured below:
Don’t have a template already? Scroll to the bottom of the article to download ours!
What is the outline of a property management plan?
Business plans, whether for property management or other industries, tend to follow this standard format:
Executive summary
Company overview, market analysis, marketing plan, operations plan, management team, financial plan, growth opportunities.
Keep reading for more information on what to include in each section. Or scroll to the bottom of the page to download our business plan template for property management and get started.
What to include in a business plan for property management
Your business plan should begin with an executive summary. This section serves as an introduction to both your business plan and your business , and should include information such as:
- The type of property management you plan to do
- How far along your business is
- Your target market
- Your strategy for achieving these goals
Depending on how thorough you want to be, you could even include a brief overview of every section of your business plan. Your goal should be to give a snapshot of your business that compels your readers—whether they be potential partners, investors, or banks—to finish reading your plan.
Pro tip: Because your executive summary needs to sum up your overall business plan, it’s often easiest to write it last. That way, you’ll have all the details ironed out and won’t forget to include anything.
In this section, you’ll give an overview and analysis of your property management company itself.
To start, explain how your company got started and which of the property management niches we explained above you fit into. You’ll also want to share your legal business structure (for example, sole proprietorship, LLC, C corporation, or S corporation).
The majority of this section, however, should be devoted to your competitive differentiators. What core competencies are you bringing to the market?
A market analysis isn’t only an important addition to your business plan. It’s also absolutely essential that you understand your market inside and out before you even consider launching a property management agency.
To be as thorough as possible, make sure that your market analysis includes specific analyses of your industry, target customers, and competitors.
Industry analysis
Provide an overview of your specific niche of the property management industry. Include as much detail as you can to help you become an expert in your industry, such as:
- Market size (in dollars)
- History of the industry
- Prospected growth
Customer analysis
Who are your target customers? Start with your property management niche, and then get even more specific:
- Residential rental property management → Will you target single-family or multifamily residences? Apartment buildings or individual homes? Affordable housing or high-end residences?
- HOA property management → Do you have specific HOAs in mind?
- Commercial property management → Will you manage office, retail, or industrial buildings?
- Vacation rental property management → Do you want to work with a specific type of vacation rental property or owner?
Be sure to include your target customers’ specific needs, goals, and any other information you can find to build a robust profile. The more detailed you can be, the easier it will be to target them with your services!
Competitive analysis
This is where you analyze your competitors, both direct and indirect:
- Your direct competitors include other property management companies in the same niche as you. These companies will likely be located nearby as well.
- Your indirect competitors include other options your customers have outside of property management agencies. This might include property owners who decide to manage their properties themselves, in-house managers, and even automated tools that claim to take the place of property managers.
After identifying the competition, you’ll want to provide additional information about your direct competitors. Who are their target customers? What services do they offer, and how much do they charge?
Gather as much information as you can, and then perform a SWOT (strengths, weakness, opportunities, and threats) analysis to identify potential competitive advantages. Your goal is to determine how you’ll outperform your competitors—whether via superior or additional services, lower prices, greater efficiency, or something else.
Remember: If you can’t identify any clear competitive advantages, your customers won’t be able to, either.
So, you have superior property management services at competitive rates. But how do you plan on getting in front of your target customers?
This is where your marketing plan comes in. Think about what marketing channels you’ll use, prioritizing those which will best reach your target customers. Consider both online and offline marketing, including the following options:
- Business cards
- Advertising in local newspapers and relevant magazines
- SEO marketing
- Email marketing
- Social media marketing
- Paid advertising
Creating your business plan has forced you to set some specific goals. How do you plan on meeting them?
This is exactly what your operations plan sets out to cover, with details on both short- and long-term processes.
Your short-term processes will include everything involved in the day-to-day running of your property management business . Again, these tasks will vary drastically depending on your property management niche. However, the following questions are a good starting point:
- Who will be in charge of running the business?
- Do you need to hire any additional staff? If so, how many people and for which roles?
- How will you structure your team?
- What are your service standards?
- Which manuals will you need to develop?
- What property management software will you use?
Once you’ve defined your daily operations, take a step back and think long-term. At any point in your business’s trajectory, do you plan to:
- Hire additional employees?
- Reach a certain sales figure?
- Grow your portfolio?
- Expand to a new location?
Having these long-term goals documented will not only show potential partners and investors that you’re thinking about the future. It will also give you something to refer back to in order to measure your progress.
Your property management business will only be as strong as the team leading it. So, once you’ve assembled the dream team, you’ll want to highlight its strengths in your business plan, paying specific attention to each member’s background, skills, and relevant experience.
If no one on your management team has property management or real estate experience, or your team is lacking in any way, it might be worthwhile to put together an advisory board. This board consists of a handful of mentors who have the experience necessary to guide your business in the right direction (and reassure any potential investors).
And now for everyone’s favorite part: the financial plan.
Specifically, your financial plan should consist of a five-year financial statement. The first year of your financial statement should include monthly and quarterly projections, with the remaining years including annual figures.
What goes in a financial statement? Let’s break it down:
- Profit and loss statement: Also referred to as an income statement, a profit and loss statement subtracts your costs from your revenue to find your profit. As you can imagine, you’re going to be making a lot of calculated assumptions at this point. Try to be as accurate as possible when predicting your costs and revenue. Otherwise, your profit and loss statement won’t paint a very accurate picture.
- Balance sheet: A balance sheet details your business’s assets (what you own) and liabilities (what you owe) in order to provide a snapshot of its finances. Your assets might include office space or software solutions, whereas liabilities would include any loans you’ve taken out to start your business.
- Cash flow statement: A cash flow statement shows how changes in your income and balance sheet affect your cash flow—and your ability to operate in the short- and long-term. Its goal is to show how much money you need to run your business so that you don’t run out of cash.
If you’re just getting started, it may feel too soon to consider growth opportunities. But thinking about your business’s long-term goals and plans is essential to set yourself up for success. After all, you don’t only want to succeed now. You want to make sure you have what’s necessary to succeed for years to come.
On that note, analyze the property management and real estate market in your area to identify growth opportunities for your business over the next five to 10 years, such as:
- Upgrades to your tech stack
- Strategic partnerships
- Expansion plans
- Opportunities to take advantage of new market trends
If you have any supporting documentation that could strengthen your business plan, such as buyer personas for your target customers or more complete financial projections, feel free to attach them in the appendix. That way, the additional information is there for anyone who wants to see it, but it doesn’t clutter up your business plan.
Property management business plan example
Curious about what a business plan for property management looks like? We’re including a property management business plan sample (the company overview, specifically) below to give you an idea:
Want a customizable version? Scroll to the bottom of the article to download our free template!
Download our free property management business plan template
Ready to get started? We’re here to help!
Download our free template below and simply fill in your own information. Our straightforward guide includes all the details you need to cover before starting your new business.
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Business Development Plan
1. executive summary.
Business Name: [FreshFit Meals]
Business Structure: [Limited Liability Company (LLC)]
Location: [Austin, Texas]
Mission: To provide busy professionals with nutritious, convenient, and delicious pre-packaged meals delivered directly to their doorsteps.
Vision: To become the leading provider of healthy meal solutions in the urban areas of Texas.
Objectives: Achieve a customer base of over 1,000 subscribers within the first year, and expand our service to two additional cities by year three.
2. Business Description
[FreshFit Meals] specializes in creating dietitian-approved meals that cater to various dietary needs, including vegan, gluten-free, and keto options. Founded in 2053, the company aims to tap into the growing health-conscious consumer market.
3. Market Analysis
Industry Overview: The meal delivery service industry has seen exponential growth, especially in urban areas where consumers look for convenience without compromising on health.
Target Market: Young professionals aged 25-40, health-conscious individuals, and people seeking convenient dining options.
Competitive Analysis: Local competitors include other meal delivery services like HealthMealz and QuickDine. [FreshFit Meals] differentiates itself by offering customizable meal plans and superior ingredient quality.
4. Products and Services
Meal Plans: Customers can choose from various meal plans including, weight loss, muscle gain, and maintenance. Each meal plan comes with options for breakfast, lunch, and dinner.
Subscription Model: Customers subscribe on a weekly or monthly basis, with the flexibility to pause or cancel anytime.
Delivery: Meals are delivered three times a week to ensure freshness.
5. Sales and Marketing Strategy
Marketing Channels: Use social media platforms, Google Ads, and local influencers to raise brand awareness.
Sales Tactics: Introductory discounts, referral programs, and corporate partnerships to increase customer base.
Partnerships: Collaborate with local gyms and wellness centers to promote our meal plans directly to fitness enthusiasts.
6. Operational Plan
Location: Kitchen and office located in central Austin with easy access to major routes for efficient delivery.
Suppliers: Partner with local organic farms for fresh produce and poultry.
Staffing: Start with a team of 10, including chefs, nutritionists, delivery personnel, and customer service reps.
7. Management Team
CEO: [Jane Doe] , with over 10 years of experience in the health food industry.
CFO: [John Smith] , experienced in finance and former consultant for startups in the food sector.
Chef: [Mike Johnson] , a culinary expert specializing in health-focused meal preparations.
8. Financial Plan
Start-up Costs: Estimated at $150,000 for kitchen equipment, initial inventory, staffing, and marketing.
Revenue Projections: Aim to reach break-even by the end of the first year with projected revenues of approximately $500,000.
Funding Requirements: Seeking $200,000 in initial investment to cover start-up costs and first 6 months of operations.
9. Development Goals
Year 1: Establish brand presence in Austin and achieve operational stability.
Year 2: Expand customer base by 50% and introduce 2 new meal categories.
Year 3: Expand operations to include San Antonio and Houston.
10. Risk Analysis
Market Risk: Economic downturns could affect consumer spending.
Operational Risk: Supply chain disruptions could impact meal quality and delivery.
Competitive Risk: New entrants to the market or changes in competitor strategies could impact market share.
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Free Marketing Plan Examples: Real-World Samples & Templates
By Joe Weller | April 27, 2024
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A marketing plan is a comprehensive document that outlines a company’s marketing strategy and tactics, and ensures that its marketing goals align with its overall objectives. Effective marketing plans include detailed analysis of the market along with roadmaps for upcoming campaigns. Inside this article, you’ll find the elements of a marketing plan , 10 real-world examples of marketing plans with commentary from experienced marketing professionals, free marketing plan templates and samples , and a chart to help you determine which template suits your needs .
Marketing Plan Elements
Typical marketing plans begin with an executive summary and include audience demographics, company objectives, situational analysis of the business, and marketing strategies and tactics. Market research and analysis provide campaign direction, and the budget and timeline offer practical parameters. A marketing plan can provide an overview of all strategies and campaigns to be executed in a certain time frame, or it can focus on a specific product, channel, or strategy. The level of detail and the sections included might vary, depending on the organization’s needs. The nine main elements of a marketing plan are:
Executive Summary and Mission Statement: A concise, high-level summary conveys the purpose of your marketing plan, introduces key strategies and research insights, and highlights the most important takeaways for stakeholders. For example, an executive summary might outline your brand’s identity, its place within the competitive landscape, and the major opportunities that upcoming marketing campaigns will target. Longer plans might include a separate mission statement or vision statement to align marketing efforts with your company’s larger goals. Discover more examples of executive summaries with templates to help you write one effectively.
Situational Analysis: One of the most crucial elements of your marketing plan, a situational analysis is an assessment of the internal and external factors affecting a business’s performance. It should include research-based insights into market trends and dynamics, customer demographics and pain points, and internal resources. A strong situational analysis often includes a SWOT (strengths, weaknesses, opportunities, threats) analysis, which provides a foundation for an effective marketing strategy. Learn more about how to perform a SWOT analysis .
Competitive Analysis: Understanding the competition is key to developing a compelling marketing plan. This analysis should consider recent marketing campaigns from similar brands to identify successful ways to reach a shared target audience. Being aware of the competitive landscape can also help your business develop a unique selling proposition and stand out in the market. The competitive analysis might be included in the larger situational analysis, or it might be a stand-alone section. For example, a marketing plan could include data on how competitors rank on keywords, or it could evaluate the performance of competitors’ recent social media campaigns. One common framework for understanding market dynamics is a Porter’s five forces analysis, which identifies the forces that contribute to industry rivals. Learn how to evaluate the competitive landscape with free industry analysis templates .
Target Audience: In order to implement marketing strategies that engage consumers and drive conversions, businesses need to know who their audience is, what they want, and how they behave. A marketing plan should define a specific, segmented target audience with demographic, geographical, psychographic, and behavioral data. This section often includes customer profiles or buyer personas — fictionalized representations of ideal customers or audience segments — which help marketers typify consumer behaviors. These profiles should include media habits and most-used platforms to ensure that your marketing plan selects the right channels for each campaign. Learn how to analyze your target market with free customer profile templates .
Goals and Objectives: Marketing plans typically include both long-term goals, which provide broad direction for the company’s marketing strategy, and short-term objectives, which focus on more immediate tactics and campaigns. Goals should be SMART (specific, measurable, achievable, relevant, time-bound) and include corresponding key performance indicators (KPIs). The goals and objectives in a marketing plan often focus on conversions, market share, brand awareness, or engagement. Clearly defined goals ensure strategically aligned marketing initiatives with measurable results. Take a look at real-world examples of SMART goals for more insights.
Marketing Strategy: This section of a marketing plan details the business’s unique value proposition and the channels that will communicate it. A robust marketing strategy addresses the touchpoints in a consumer’s buying cycle and breaks down the 4 Ps (product, price, place, promotion) of the marketing mix. Channels might include digital marketing, advertisements, social media, and influencer partnerships. To develop an overarching marketing strategy, consider using a marketing strategy template . To learn more about the 4 Ps, read this product marketing guide .
Tactics and Action Plan: A marketing plan is not an abstract strategy document, but a concrete roadmap for executing specific campaigns with specific tactics. Your plan should detail the messaging for each campaign and the corresponding methods for communication — such as email newsletters, social content, targeted ads, and public relations. This section provides KPIs and actionable steps such as resource allocation, deliverables, and distribution plans. It might also include the expected outcome for each campaign. To plan individual campaigns, consider using a marketing project plan template .
Budget: Marketing expenses might include the cost of advertising, content creation, website maintenance, or promotional materials; no marketing plan is complete without a budget that breaks down the costs of such initiatives. A clear, comprehensive budget ensures that marketing efforts are financially feasible and resources can be allocated for maximum impact. The budget also enables the marketing team to track the return on investment (ROI) of each campaign. To create a comprehensive budget, try our free marketing budget templates .
Timeline: Finally, a marketing plan includes a clear schedule for implementing its initiatives and tactics. This timeline details the start and end dates of each campaign, deadlines for deliverables, and key events or milestones. It keeps the marketing team aligned and initiatives on track, ensuring that marketing objectives can be achieved within the set time frame. Organize dates and deadlines with the help of a marketing timeline template .
Marketing Plan Examples
Real-world marketing plans show how businesses utilize effective planning documents. These 10 examples from various industries exhibit unique strengths and weaknesses. With insightful commentary from marketing experts, these plans offer practical takeaways any marketer can use.
Delmarva and the Ground for Change This in-depth marketing plan for a documentary produced by the USDA Northeast Climate Hub includes audience profiles, competitive analysis, and a distribution plan. Along with a detailed breakdown of its digital marketing strategy, it considers how different tactics will affect the viewer’s content journey.
John Dinsmore , a marketing consultant and professor at Wright State University, praises this plan for its attractive design and thoughtful, thorough content: “They do a nice job of extrapolating on who the target market is and tying their tactics to achieving specific goals.” He appreciates the inclusion of a SWOT analysis, but feels it could be done more effectively. “‘Opportunities’ is not a place for business ideas. It’s a place to identify external, positive trends that can help your initiative. In this context, an opportunity could be ‘Rising concern for and awareness of climate issues.’ Similarly, ‘threats’ is not a place to list things that are difficult. It’s for negative external trends such as ‘Increased skepticism over ability to combat climate change.’”
Dekker Fraser , former Global Marketing Manager at Sony PlayStation, adds that this plan includes a strong focus on collaborations with media and influencers: “Many marketing plans place too much emphasis on target customers and not enough on target collaborators.”
Minnesota Tourism This marketing plan by Explore Minnesota , the state’s Department of Tourism, showcases Minnesota’s beauty with vivid imagery. It uses a variety of demographic information to identify priority audience segments and includes well-designed infographics that analyze audience and competition. As a result, the campaigns are clearly targeted at specific audiences and objectives.
John Rarrick , Head of Marketing at Movius Corp., admires the strength of the message behind the strategy. “This plan has a very well-developed ‘why,’” he says. “You’ll see that often when the plan is to repair or save something that has undergone a time of great loss — such as a loss of revenue or reputation. The audience personas, goals, tactics, and budget are all detailed and measurable.”
Gold Coast Transit District
A short, high-level marketing plan for Gold Coast Transit highlights key campaigns and includes the most important details, such as timelines, budgets, and tactics. It begins with a bulleted overview of the most important takeaways and takes into account general marketing efforts that don’t fit under a specific campaign umbrella. Fraser notes that this plan includes year-round marketing initiatives, with an effective “emphasis on strong offers, such as youth-free fares.” However, he points out that its brand awareness goals could be more specific. “Instead, use context-specific awareness goals such as ‘When commuting to work, residents first think of Gold Coast Transit’ or ‘When coming home from the library at night, I think of taking the bus,’” he says. “In other words, peg awareness to specific category-entry points.”
University of Arizona College of Engineering This marketing, branding, and communications plan for the University of Arizona College of Engineering sets out a long-term vision, high-level goals, and strategies for achieving these goals. It has a section for methodology — including promotional videos and email newsletters — and segments its audience to align with its strategies. This plan “demonstrates a clearly defined audience,” according to Rarrick. That said, not every section of the plan includes the same level of specificity. “The KPIs are vague,” he adds. “I would expect to see something more measurable, rather than ‘increase’ or ‘improve.’”
Timberland Regional Library This library's two-year marketing plan sets initiatives in motion with a clear schedule for action. It includes both promotional and production calendars for effective planning, which is especially important for campaigns pegged to external events. Dinsmore cites this plan’s “professional and elegant graphic design” as a strength. It also offers a roadmap for tackling several marketing campaigns on different timelines. However, he suggests that the plan needs more measurable goals and defined strategies. “There’s no overarching strategy that ties all of these tactics and initiatives together,” he says. “It’s just a laundry list of dates and actions.”
Safe Haven Family Shelter Nonprofit organizations need creative marketing strategies to reach their targets and use funds efficiently. With specific objectives and actionable steps, this marketing plan for Safe Haven Family Shelter delineates high-level goals and details the path to achieving them. It identifies the roles and responsibilities of individual team members to ensure alignment. Rarrick commends this plan for its “clearly defined audience and very clearly defined goals.” The plan showcases the differences between strategic business goals and measurable marketing objectives.
Visit Myrtle Beach This destination marketing plan by the Myrtle Beach, South Carolina Chamber of Commerce incorporates detailed information about target markets, audience personas, and key behaviors. It includes an infographic that illuminates the touchpoints in a traveler’s journey and shows the marketing team how each tactic contributes to conversions. Overall, Dinsmore praises this plan as a “very smart and thoughtful presentation.” It outlines a distinct media mix for each target audience, defines its objectives clearly, and ties these objectives to success metrics. He continues, “I want to thank the Myrtle Beach folks for planning to measure their efforts. Measurement is often anathema to marketing people, but if you’re not measuring, you don’t know how to improve.” With so much information to cover, the plan would benefit from an executive summary to introduce key takeaways. “The bigger the scope, the harder it is to make everything feel connected, and that’s a bit of an issue with this plan,” Dinsmore adds.
Tropical Avocados This example of a no-frills plan was commissioned by the nonprofit Improving Economies for Stronger Communities (IESC) to help brand and launch tropical avocados in the U.S. market. It shows the importance of making branding decisions backed by market and consumer research. A detailed SWOT analysis and competitive analysis provide essential insights that enable the company to determine the best unique selling proposition. A key strength of this plan is its detailed research into its audience. Fraser cites its “excellent identification of consumer objections — e.g., concern over how natural the avocado size is — and consumer behavior.” As a result, the brand can adopt effective messaging in its marketing campaigns. As with USDA Northeast Climate Hub’s Delmarva and the Ground for Change documentary, “target collaborators — e.g., food writers, organizations, and chefs — are included in the target audience. Collaborators are often more critical to the marketing plan than the consumers themselves,” Fraser adds.
Rochelle Community Hospital This case study of Rochelle Community Hospital in Rochelle, Illinois, shows how a targeted marketing plan can be used to achieve significant results. The report by Legato Healthcare Marketing showcases the importance of reevaluating an existing marketing strategy — in this case, shifting the emphasis from print to digital. External marketing agencies often have more tools at their disposal, particularly if the business has not had a strong digital presence. With targeted ads and website updates, the agency employed tactics with direct metrics in order to track its impact.
Visit Concord This example from the Concord Tourism Improvement District marketing plan is concise and includes streamlined insights on the audience and market. It details each marketing channel with specific tactics and measurable KPIs. The overall strategy, according to Fraser, offers “an excellent emphasis on social proof and word-of-mouth marketing,” as well as a “good balance of awareness and activation marketing.” In order to improve, he suggests, “the plan should factor in the following critical quantitative factors to help drive the media strategy: reach, frequency, and the total-addressable market.”
Marketing Plan Templates
Using a template takes the guesswork out of organizing a marketing plan document. These customizable templates include essential elements and options for specific industries or marketing channels, and they range from one-page plans to comprehensive, presentation-ready reports.
Microsoft Word Simple Marketing Plan Template
Download the Simple Marketing Plan Example Template for Microsoft Word Download the Blank Simple Marketing Plan Template for Microsoft Word
This example of a simple, customizable plan focuses on key strategies and prioritizes readability. This one-page marketing plan template includes space to summarize marketing strategy and overarching business objectives, along with an action plan to highlight responsibilities and deadlines.
Microsoft Word Annual Marketing Plan Template
Download the Annual Marketing Plan Example Template for Microsoft Word Download the Blank Annual Marketing Plan Template for Microsoft Word
This comprehensive marketing plan template includes a number of key sections — such as goals, target market, marketing channels, and performance standards — that can be customized to suit a variety of businesses. In the situational analysis, you can find space for both a 5C (company, collaborators, customers, competitors, climate) analysis and a SWOT analysis. The blank template begins with a table of contents, a business summary, and a mission statement to allow for easy readability. The sample focuses on marketing strategies for one fiscal year, but you can modify this plan for any time period.
Microsoft Word Small Business Marketing Plan Template
Download the Small Business Marketing Plan Example Template for Microsoft Word Download the Blank Small Business Marketing Plan Template for Microsoft Word
A strong marketing plan is essential for small businesses looking to stand out from larger competitors. This small business marketing plan template provides an outline for a detailed marketing strategy, including a unique selling proposition, the 4Ps marketing mix, and marketing channels. It builds its strategy on situational analysis and identification of the business’s core capabilities. Find more marketing plan templates for different industries.
Microsoft Word Nonprofit Marketing Plan Template
Download the Nonprofit Marketing Plan Example Template for Microsoft Word Download the Blank Nonprofit Marketing Plan Template for Microsoft Word
This example marketing plan for a nonprofit incorporates information on the funding climate into its situational analysis, as well as a detailed organizational summary. With sections for short- and long-term goals, marketing strategies and channels, and stakeholder profiles, the template is comprehensive and customizable. Find more nonprofit marketing plan templates here .
Excel Product Marketing Plan Template
Download the Product Marketing Plan Example Template for Excel Download the Blank Product Marketing Plan Template for Excel
When integrating a new product into existing marketing strategies, it’s important to take into account all the elements of the marketing mix. This product marketing plan template is organized by product, price, place, promotion, process, people, and physical evidence. In these sections, you can find space to consider market research, consumer behaviors, and marketing channels.
Excel Social Media Marketing Plan Template
Download the Social Media Marketing Plan Example Template for Excel Download the Blank Social Media Marketing Plan Template for Excel
For planning specific campaigns, this social media marketing action plan template begins with the campaign goal, highlights important promo dates, and separates actions by platform. It’s useful for executing targeted social media campaigns within a larger marketing strategy. Find more marketing action plan templates here .
Excel Digital Marketing Plan Template
Download the Digital Marketing Plan Example Template for Excel Download the Blank Digital Marketing Plan Template for Excel
Focusing on digital marketing channels is an effective way to organize strategies into a streamlined and actionable plan. This strategic digital marketing template highlights important audience behaviors and access channels to ensure messaging reaches consumers. Customizable for a variety of digital marketing projects, the template includes space for keywords, goals, and tasks. Find more digital marketing plan templates here .
Which Marketing Plan Format Is Right for You?
To choose the right marketing plan format for your needs, consider the plan’s role in your marketing strategy. Do you need a comprehensive plan to provide an overview of tactics that will take place over a long period of time? Or are you looking for a plan to focus on specific channels, campaigns, or product launches?
Each template in this article offers space to detail market research, strategies, and access channels. The longer plans include more sections for in-depth situational analysis and audience demographics, while the shorter plans focus on the marketing mix and action plan. This chart highlights the key elements of each marketing plan:
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709 templates. Create a blank Business Plan. Beige Aesthetic Modern Business Plan A4 Document. Document by Rise & Roar Design. Green Professional Strategic Business Plan Executive Summary. Document by Antler. Startup Business Plan. Document by Maea Studio. Blue White Corporate Business Plan Cover Document.
A faster way to plan. LivePlan is the #1 planning tool for over 1 million businesses. Create your business plan. Download a free business plan template in Google Doc, Microsoft Word, and PDF formats. Includes expert guidance to help fill out each section.
The rest, while still useful, go a bit lighter on guidance in favor of tailoring the plan to a specific industry. Explore: PandaDoc's business plan template library. 5. Canva — Pitch with your plan. Canva is a great option for building a visually stunning business plan that can be used as a pitch tool.
Discover a hassle-free way to document a roadmap for your cleaning business with this free business plan template. Real Estate Business Plan Template Start off your new real estate business on the right foot by using a real estate business plan template to ensure your goals, visions, and finances are sorted.
With this business plan template, you'll be able to: Write a company description that sells your story. Plan for the future: lay out goals and metrics for success. Describe your product line in detail and plan for how to stand out from competitors. Consider any legal formalities that require attention when starting your business.
Download a free download free business plan examples template with SBA-approved format. Includes pre-filled examples and step-by-step guides for a successful start. What You'll Get: A complete business plan Unlike other blank templates, our business plan examples are complete business plans with all of the text and financial forecasts already ...
Download Simple Small-Business Plan Template. Word | PDF. This template walks you through each component of a small-business plan, including the company background, the introduction of the management team, market analysis, product or service offerings, a financial plan, and more. This template also comes with a built-in table of contents to ...
Try Now. Apply our simple business plan template. to give you a head start. Our business plan software lights the way as you sort through the important elements of creating a business plan. Inject your own creativity into your presentation using our vast library of icons, photos and animations, or keep it simple and clean.
Bonus Appendices section, if you want to get fancy. Detailed instructions for each section. Add new sections or delete unnecessary ones -- the template is your oyster. Make it yours with your logo and branding. Download it as a PDF or Word file. Print it, email it, send it by carrier pigeon if that's your jam.
Using Asana's free business plan template is simple. Start by creating a new project with our free template. From there, add relevant information for your specific business plan in the sections provided in our template. If there's more information you want to include in your business plan, you're free to add sections, custom fields, or ...
Having a template for a business plan lets you focus on the main aspects of your business operation, making it full and detailed for your investors. And PandaDoc will help a lot with this task, while such features as eSignature will help with making this small business plan template a real and verified source of the information. This free ...
Lean Business Plan Template PDF. This scannable business plan template allows you to easily identify the most important elements of your plan. Use this template to outline key details pertaining to your business and industry, product or service offerings, target customer segments (and channels to reach them), and to identify sources of revenue.
Powerful business plan templates. Plan for the future, no matter what your business plans are or the size of your business with these designs and templates. Whether it's just one big project or an entire organization's worth of dreams, these templates will keep you and your company on track from ideation to completion. Category.
All Business Plans business templates. Browse through 8 of the best Business Plans business templates and find the right one for you. Showing 1 - 8 of 8. A collection of professionally designed Business Plans templates available for Word, PDF, and Excel. Download, customize, and send in minutes.
This one page small business plan template is ideal for quick, simple presentations. Use this template to summarize your business overview, market analysis, marketing, and sales plan, key objectives and success metrics, and milestones timeline. Complete the fillable sections to educate investors and inform stakeholders.
Below, you'll find help from our best business management books, our simple business plan template, business proposal template, and many other educational resources—all free to download. These learning resources will help you create a simple business idea, write a plan, get funded, make your first sale, and grow a thriving and successful ...
Free One Page Business Plan Template. Utilize this concise Free one-page business plan to systematically record your essential concepts. This template assists in constructing a simplified overview of your business plan, making it easily digestible for stakeholders. Consider this one-page plan as a starting point, serving as a reference for ...
Download our free template below and simply fill in your own information. Our straightforward guide includes all the details you need to cover before starting your new business. Don't see the form to download our free property management business plan template?
Download the Cycle Diagrams Theme for a Business Plan template for PowerPoint or Google Slides. ... photos and PSD Flaticon Free customizable icons Wepik Free online template editor Storyset Free editable illustrations Videvo ... By registering in Slidesgo, you will be able to edit online templates and download up to 5 templates per month. If ...
Bplans offers free business plan samples and templates, business planning resources, how-to articles, financial calculators, industry reports and entrepreneurship webinars. ... A fill-in-the-blank template designed for business owners. Download Now. Sample Plans. Popular Plans. Coffee Shop Agricultural Farm Hair & Beauty Salon Bakery Cleaning ...
This template is ideal for developing a 90-day action plan to create and implement your business plan in manageable, 30-day chunks. Use the document to outline your main goals and deliverables, and then assign key business activities and deadlines to ensure your plan stays on track. Download Simple 30-60-90-Day Business Plan Template.
Business Development Plan. 1. Executive Summary. Business Name: [FreshFit Meals] Business Structure: [Limited Liability Company (LLC)] Location: [Austin, Texas] Mission: To provide busy professionals with nutritious, convenient, and delicious pre-packaged meals delivered directly to their doorsteps. Vision: To become the leading provider of healthy meal solutions in the urban areas of Texas.
Download free templates. See examples of each element in a marketing plan. Learn from real examples where marketing experts explain why the examples are strong. Download free templates. ... This small business marketing plan template provides an outline for a detailed marketing strategy, including a unique selling proposition, the 4Ps marketing ...
Perfect for business professionals looking to spice up their presentations, this multicolored, simple corporate infographic template brings your hierarchy concepts to life. Whether you're breaking down company structures, illustrating marketing strategies, or simplifying complex ideas for your team, this modern pyramid infographic does the ...