Simple Business Plan Templates

Smartsheet Contributor Joe Weller

April 2, 2020

In this article, we’ve compiled a variety of simple business plan templates, all of which are free to download in PDF, Word, and Excel formats.

On this page, you’ll find a one-page business plan template , a simple business plan for startups , a small-business plan template , a business plan outline , and more. We also include a business plan sample and the main components of a business plan to help get you started.

Simple Business Plan Template

Simple Business Plan Template

Download Simple Business Plan Template

This simple business plan template lays out each element of a traditional business plan to assist you as you build your own, and it provides space to add financing information for startups seeking funding. You can use and customize this simple business plan template to fit the needs for organizations of any size.

One-Page Business Plan Template

business plan outline template free

Download One-Page Business Plan Template

Excel | Word | PDF  | Smartsheet

Use this one-page business plan to document your key ideas in an organized manner. The template can help you create a high-level view of your business plan, and it provides easy scannability for stakeholders. You can use this one-page plan as a reference to build a more detailed blueprint for your business. 

For additional single page plans, take a look at " One-Page Business Plan Templates with a Quick How-To Guide ."

Simple Fill-in-the-Blank Business Plan Template

Simple Fill In The Blank Business Plan Template

Download Simple Fill-in-the-Blank Business Plan Template

Use this fill-in-the-blank business plan template to guide you as you build your business plan. Each section comes pre-filled with sample content, with space to add customized verbiage relevant to your product or service.

For additional free, downloadable resources, visit " Free Fill-In-the-Blank Business Plan Templates ."

Simple Business Plan for Startup

Start-Up Business Plan Template

‌ Download Startup Business Plan Template — Word

This business plan template is designed with a startup business in mind and contains the essential elements needed to convey key product or service details to investors and stakeholders. Keep all your information organized with this template, which provides space to include an executive summary, a company overview, competitive analysis, a marketing strategy, financial data, and more. For additional resources, visit " Free Startup Business Plan Templates and Examples ."

Simple Small-Business Plan Template

Small Business Plan Template

Download Simple Small-Business Plan Template

This template walks you through each component of a small-business plan, including the company background, the introduction of the management team, market analysis, product or service offerings, a financial plan, and more. This template also comes with a built-in table of contents to keep your plan in order, and it can be customized to fit your requirements.

Lean Business Plan Template

Lean Business Plan Template

Download Lean Business Plan Template

This lean business plan template is a stripped-down version of a traditional business plan that provides only the most essential aspects. Briefly outline your company and industry overview, along with the problem you are solving, as well as your unique value proposition, target market, and key performance metrics. There is also room to list out a timeline of key activities.

Simple Business Plan Outline Template

Simple Business Plan Outline Template

Download Simple Business Plan Outline Template

Word  | PDF

Use this simple business plan outline as a basis to create your own business plan. This template contains 11 sections, including a title page and a table of contents, which details what each section should cover in a traditional business plan. Simplify or expand this outline to create the foundation for a business plan that fits your business needs.

Simple Business Planning Template with Timeline

Simple Business Planning Template with Timeline

Download Simple Business Planning Template with Timeline

Excel | Smartsheet

This template doubles as a project plan and timeline to track progress as you develop your business plan. This business planning template enables you to break down your work into phases and provides room to add key tasks and dates for each activity. Easily fill in the cells according to the start and end dates to create a visual timeline, as well as to ensure your plan stays on track.

Simple Business Plan Rubric Template

business plan outline template free

Download Simple Business Plan Rubric

Excel | Word | PDF | Smartsheet

Once you complete your business plan, use this business plan rubric template to assess and score each component of your plan. This rubric helps you identify elements of your plan that meet or exceed requirements and pinpoint areas where you need to improve or further elaborate. This template is an invaluable tool to ensure your business plan clearly defines your goals, objectives, and plan of action in order to gain buy-in from potential investors, stakeholders, and partners.

Basic Business Plan Sample

Basic Business Plan Sample

Download Basic Business Plan Sample

This business plan sample serves as an example of a basic business plan that contains all the traditional components. The sample provides a model of what a business plan might look like for a fictional food truck business. Reference this sample as you develop your own business plan.

For additional resources to help support your business planning efforts, check out “ Free Strategic Planning Templates .”

Main Components of a Business Plan

The elements you include in your business plan will depend on your product or service offerings, as well as the size and needs of your business. 

Below are the components of a standard business plan and details you should include in each section:

Tips for Creating a Business Plan

It’s easy to feel overwhelmed at the thought of putting together a business plan. Below, you’ll find top tips to help simplify the process as you develop your own plan. 

To identify which type of business plan you should write, and for more helpful tips, take a look at our guide to writing a simple business plan .

Benefits of Using a Business Plan Template

Creating a business plan can be very time-consuming, especially if you aren’t sure where to begin. Finding the right template for your business needs can be beneficial for a variety of reasons. 

Using a business plan template — instead of creating your plan from scratch — can benefit you in the following ways:

Limitations of a Business Plan Template

A business plan template can be convenient, but it has its drawbacks — especially if you use a template that doesn’t fit the specific needs of your business.

Below are some limitations of using a business plan template:

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Business Plan Template for Small Businesses, Startups, and Entrepreneurs

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Free Business Plan Template With Examples for Small Businesses (2023)

Sample business plan template for entrepreneurs

A business plan is the secret to starting a business successfully. 

The easiest way to simplify the work of writing a business plan is to start with a business plan template.

You’re already investing time and energy in refining your business model and planning your launch—there’s no need to reinvent the wheel when it comes to formatting your plan. Instead, to help build a complete and effective plan, lean on time-tested structures created by entrepreneurs and startups who have come before you. 

Free: Business Plan Template

Business planning is often used to secure funding, but plenty of business owners find writing a plan valuable, even if they never work with an investor. That’s why we put together a free business plan template to help you get started.

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What our business plan template includes

This template is designed to ensure you’re thinking through all of the important facets of starting a new business. It’s intended to help new business owners and entrepreneurs consider the full scope of running a business and identify functional areas they may not have considered or where they may need to level up their skills as they grow.

That said, it may not include the specific details or structure preferred by a potential investor or lender. If your goal with a business plan is to secure funding , check with your target organizations—typically banks or investors—to see if they have business plan templates you can follow to maximize your chances of success.

Our free business plan template includes seven key elements typically found in the traditional business plan format:

In our business plan template, each section includes an overview of the most important information to cover and guidelines on how to approach writing and researching each one.

Professional business plan example

We’ve filled out a sample business plan as a companion to our template, featuring a fictional ecommerce business . We’ve noted where—and how—an entrepreneur could add more details to expand on their business plans, depending on their goals.

Our fictional business creates custom greeting cards with your pet’s paw prints on them, and the founder of the business is writing a plan to help understand the target market, as well as the logistics and costs involved, to give themselves the best chance of success before they launch.

professional business plan example

The sample is set up to help you get a sense of each section and understand how they apply to the planning and evaluation stages of a business plan. If you’re looking for funding, this example won’t be a complete or formal look at a business plan, but it will give you a great place to start and notes about where to expand.

Before you write your own, read through the following business plan example . You can download a copy in Microsoft Word or Google Docs and use it to inspire your own planning.

Download the business plan example (.doc)

Lean business plan example

A lean business plan format is a shortened version of your more detailed business plan. It’s helpful when modifying your plan for a specific audience, like investors or new hires. 

Also known as a one-page business plan, it includes only the most important, need-to-know information, such as:

Want to create a lean business plan? Read Trimming It Down: How to Create a Lean Business Plan .

A good business plan helps you operate successfully

It’s tempting to dive right into execution when you’re excited about a new business or side project, but taking the time to write a solid business plan and get your thoughts on paper allows you to do a number of beneficial things:

Should you use a template for a business plan? 

A business plan can be as informal or formal as your situation calls for, but even if you’re a fan of the back-of-the-napkin approach to planning, there are some key benefits to starting your plan from an existing outline or template.

Tips for creating a successful business plan

There are some high-level strategic guidelines beyond the advice included in this free business plan template that can help you write an effective, complete plan while minimizing busywork.

Once you’ve done the strategic work, it’s time to put it into action and write your plan. Download the business plan template and review our guide on writing a business plan for additional information.

Maximizing your business planning efforts

Planning is key to the financial success of any type of business , whether you’re a startup, non-profit, or corporation.

To make sure your efforts are focused on the highest-value parts of your own business planning, like clarifying your goals, setting a strategy, and understanding the target market and competitive landscape, lean on a business plan outline to handle the structure and format for you. Even if you eventually omit sections, you’ll save yourself time and energy by starting with a framework already in place.

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Free business plan template

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Create your business plan

A strong business plan is your roadmap to success. Use our downloadable free business plan template to outline your company’s goals and milestones, including how to structure, run, and grow your new business.

business plan outline template free

Bring on investors or new business partners

Use your powerful business plan to get funding or bring on new business partners. Show investors how you expect to develop and grow your company - and ensure they get a healthy return on their investment.

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Simple business plan template.

Know you need a business plan, but don’t know where to start? We’ve got you. Download our free business plan outline, and follow the prompts to tailor it to your needs.

You’ll find all the sections usually included in a startup or SMB business plan, with step-by-step worksheets for key headers. Add in financing information if you’re seeking funding, and use the completed plan to showcase what your business can achieve.

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What is a business plan?

You can think of your business plan as the roadmap for managing and growing your business. It’s a dynamic document which evolves and changes over time, and covers your value proposition, your operating plans and the sort of support you need to succeed.

Your business plan is a key document to get funding or bring on new partners and investors. By setting out your opportunities, aims and milestones, you’ll show how and why your company is a strong investment prospect.

For startups in particular, investors want to learn why the founders are the right people to do the job, and what money is needed to get the business off the ground. The business plan will also walk through the planned steps to move from startup to scaleup - and on to solid profitability.

what is a business plan

Which business plan format to choose?

Types of business plans..

Your business plan should sum up what’s special about your company, and how you will grow. Just as every business is different - your business plan will also be unique to you. However, startup and SMB business plans typically fall into a couple of broad categories:

Traditional business plan

The traditional business plan is the most commonly used format, according to the Small Business Administration (SBA). This is a fuller document which may run to 15 - 20 pages, and includes deep and detailed business information. The focus is on research and analysis - data driven decisions rather than flowery description. Lenders and investors commonly request this business plan format.

Lean startup plan

Lean startup business plans focus on high-level information, and may be as short as a single page. Use highlights to catch the reader’s attention - but you can expect to need to provide more detail if an investor or lender requests it.

business plan format

Business plan format

Each business plan is unique. Build your own plan by choosing the sections of a traditional business plan which suit your business and your needs. Here are the key segments to consider:

1. Executive summary : Make it easy for the reader by pulling out the key information in simple, impactful terms. Cover the company’s product and niche, mission statement, leadership, employees, operations, financial projections and location.

2. Company Description : Paint a picture of your company. Show who your customer is and what problem you solve. Explain what makes you special, and well placed to exceed in your niche.

3. Market analysis : Set out the current state of your industry, and relevant market trends. Give details about the broad opportunities and threats, key competitors and likely changes to demand. Don’t forget to talk about how you will grow the market, or take market share from pre-existing businesses.

4. Products and services : Now it’s time to go into more detail about what you do. Set out the products or services you provide, covering the pricing, consumer benefits and profit margins. If you’re selling a physical product you’ll need to walk through the supply and production process.

5. Marketing and sales strategy : Where are your customers and how will you connect with them? Explain how you encourage repeat sales, and how you’ll make use of traditional and innovative advertising and marketing strategies. Don’t forget to cover the practicalities of actually closing a sale - for example, which ecommerce or POS platform you’ll use.

6. Organization and management : Lay out the legal structure of your business - and the organizational structure of your leadership team. If you’re seeking funding, remember that investors invest in founders as much as they do business ideas. You need to show how each of your leaders can contribute to the success of your venture.

7. Financial plan : Adding in financial plans and projections can give depth and show opportunities for scale to your potential investors. If you have an established business, you’ll be able to use live documents such as income statements , balance sheets , and other financial information. New businesses should provide targets and estimates instead, showing the rationale and assumptions used.

8. Funding request and budget : A crucial section if you're asking for funding. Explain your 5-year funding requirements, and cover how you’ll use the capital you raise to boost profit. Show you’re a solid investment by providing a budget to cover staffing, development, manufacturing and marketing costs. Don’t forget to disclose any future plans to raise funds, or any known capital expenditures which are coming up.

9. Appendices : Depending on your business type, and how you’re using your business plan, you may want to provide supporting documents. These could include founder resumes, product descriptions and pictures, legal paperwork, references, licenses, permits, or patents.

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7 Free Business Plans Templates & Examples

Whether you're pitching a potential cofounder, investors, future employees, or accelators, these business plan templates will help you define your mission and sell your vision., featured business templates, all business plans business templates..

Browse through 7 of the best Business Plans business templates and find the right one for you.

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Business Plan Templates

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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:

business plan template

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?

We will always keep your personal information safe..

We ask for your information in exchange for a valuable resource in order to (a) improve your browsing experience by personalizing the HubSpot site to your needs; (b) send information to you that we think may be of interest to you by email or other means; (c) send you marketing communications that we think may be of value to you. You can read more about our privacy policy here .

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

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Business plan templates

From competitive analysis to financial projections, business plans give your new business a roadmap for success. Download one of our free business plan templates and take your company to the next level.

Ecommerce Business Plan Template

Ecommerce Business Plan Template

This Ecommerce Business Plan Template is tailored particularly to e-commerce companies, and all you require to do is add the elements related to your business.

Accounting Firm Business Plan

Accounting Firm Business Plan

Use this Accounting Firm Business Plan to achieve your goals. Accounting firms are comparable to other industries and need the Business Plan to help their development.

Campground Business Plan Template

Campground Business Plan Template

This PandaDoc Campground Business Plan Template has all the essential information to help you develop a successful business strategy.

<strong>Firewood Business Plan</strong>

Firewood Business Plan

This Firewood Business Plan Template perfectly outlines the company structure of a probable firewood venture. It highlights the budgets needed to start and manage the unique business.

Funeral Home Business Plan

Funeral Home Business Plan

A Funeral Home Business Plan covers detailed data on the courtesies offered by the company, market analysis, administration strategies, personnel procedures, budget and financing plans, and other applicable topics.

Community Center Business Plan

Community Center Business Plan

You can use this Community Center Business Plan Template, it is perfect for anyone desiring to open and run a society center. It gives the center’s owner an outline of areas that must be disseminated with the investors to earn an acquisition.

Gas Station Business Plan

Gas Station Business Plan

Take the first step towards success in the fuel industry with our professionally crafted Gas Station Business Plan template.

Beauty Supply Store Business Plan

Beauty Supply Store Business Plan

This Beauty Supply Store Business Plan Template covers all the appropriate sections needed to invest in a beauty supply store. The template will help you to raise money for your business.

Flower Shop Business Plan Template

Flower Shop Business Plan Template

The Flower Shop Business Plan Template is organized to help you achieve the awareness of various investors to invest in your company.

Electrical Contractor Business Plan

Electrical Contractor Business Plan

This Electrical Contractor Business Plan template include information about the services you offer, who your target consumers are, why they should prefer you over your opponents and how much capital you require to get started.

Car Dealership Business Plan

Car Dealership Business Plan

A Car Dealership Business Plan is a detailed plan that will help you take your business to the next level. Use this template to create your plan.

Farm Business Plan

Farm Business Plan

Farm Business Plan gives an overview of the company, including corporation history, owner backgrounds, creations and more. Use this template to quickly develop your farm company plan.

Consultant Business Plan Template

Consultant Business Plan Template

An example of a document outlining your strategy for launching or expanding your consulting firm is a Consultant Business Plan Template. The essential elements include a summary of the company, team, sector, rivals, target audience, and an operations and marketing strategy.

Construction Company Business Plan

Construction Company Business Plan

The objectives and tactics of a construction company are described in a business plan for a construction company. For the creation of your business plan, use this Construction Company Business Plan Template.

Fashion Business Plan Template

Fashion Business Plan Template

Structural and action plans for a fashion firm are laid out in the fashion business plan template.

Daycare Business Plan

Daycare Business Plan

The creation of a business strategy is the first step in starting a daycare. Use this Daycare Business Plan Template to describe your company’s objectives, as well as your target market, potential rivals, and your financing strategy.

Convenience Store Business Plan

Convenience Store Business Plan

Do you need a Convenience Store Business Plan Template? This plan includes all the details and information needed to secure funding for a convenience store.

Startup Business Plan Template

Startup Business Plan Template

We offer you the steps and the tools to create a fantastic business plan. Attract investors with this sleek and free startup business plan template.

Business Plan Template

Business Plan Template

This business plan template is a great tool for your startup to customize to reflect your strong qualifications, experienced team, and marketable business idea.

Coffee Shop Business Plan Template

Coffee Shop Business Plan Template

Looking for investors and permits for your new cafe? Use this free Coffee Shop Business Plan Template to get all your cups in a row.

Salon Business Plan Template

Salon Business Plan Template

You’re finally ready to open your own salon. This salon business plan template and tips will help guide you how to present your salon as a sound investment.

Restaurant Business Plan Template

Restaurant Business Plan Template

Always dreamed of starting a restaurant? This free restaurant business plan template is your first step in making your dream a legal, planned reality.

Bakery Business Plan Template

Bakery Business Plan Template

You’re ready to go out on your own to share your fabulous breads and pastries with the world. This free bakery business plan template is just what you need to get going.

Hotel Business Plan Template

Hotel Business Plan Template

Think you have the solution for local tourism? Kick off your hotels empire with this free hotel business plan template to assure investors and guests.

Executive Summary Template

Executive Summary Template

Your potential investors are spending the most time reading one part of your business plan. Use this executive summary template to make your business idea shine.

Business Letter Template

Business Letter Template

You want to make your company shine in all ways and certainly folks judge a book by it’s cover. Use this Business Letter Template to put your best face forward.

What is a business plan?

A business plan is a document that helps small business owners determine the viability of their business idea. Combining market research and financial analysis, a professional business plan helps startup CEOs and potential investors determine if the company can compete in the target market.

Typically, a good business plan consists of the following:

Every section involved in a business plan is designed to help startup businesses reach their target market.

A business plan asks founders and entrepreneurs to detail their business strategy in a step-by-step process that makes sense from an operational perspective. This is essential if a startup is seeking a business loan or an investment from a venture capital firm.

However, even small businesses that are already economically viable can benefit from creating a business plan, since it encourages business owners and their management teams to examine their business model and reevaluate the best ways to reach their target customers.

Should I use a business plan template?

Yes.  If you’ve never written one, a business plan can be challenging to write.

Creating a successful plan that you can use to grow your small business can require weeks of market analysis and financial preparation. You may spend time using Microsoft Excel or Powerpoint in order to create documentation which better supports our operational decisions.

However, almost every professional business plan is structured in the same way and most ask for the same information. Because of this, using a business plan template is advisable to save time, money, and effort.

Business plan templates for free

Rather than spending time trying to figure out how to write a business plan , use a free template as a guide to completion.

Business plan templates from PandaDoc can help you reach an effective go-to-market strategy even faster by asking you to provide all the relevant information you need when creating an effective business plan.

Grab a free template to get started!

Frequently asked questions

How many pages should my business plan be.

This depends on the kind of business plan you need to write and how you intend to use the plan that you create.

For example, a plan for a small business seeking potential investors or a business loan will need to provide income statements, cash flow statements, and a balance sheet (usually for a three-year or five-year forecast period).

These financial statements can be omitted if a small business owner isn’t seeking funding and is instead planning to use their business plan as a guiding document for themselves and their management team members.

Some business plans may only run a few pages. Fully-developed business plans can be as long as 50 pages. Much of this depends on the type of business, the operational strategy, and the level of detail that goes into developing the business plan.

Who needs a business plan?

Every business should have a business plan. This is an essential guidance document for any founder or CEO.

Good business plans help a company determine the viability of its place in the market and can help the business develop better strategies for differentiating itself from its competitors.

Business planning also forces business owners to evaluate their marketing strategy, the cost of customer acquisition and retention, and how they plan to grow their business over time.

What is the best business plan template?

Business plans come in all shapes and sizes. The best business plan template for your business is one that you understand and that matches the size and legal structure of your operation.

If you’re a sole proprietor, a business plan template designed for a big corporation probably doesn’t make sense. However, a business plan that helps you build an effective roadmap to grow your business while protecting your intellectual property is a good starting point.

PandaDoc offers specialized business plan templates for common industries along with tips to help you get started with business planning.

Should I hire someone to write my business plan for me?

No. You’ll find freelance writers and business strategy companies out there who are happy to write your business plan for a fee.  These resources can guide you through the process, but you should write (or be heavily involved in) the creation of your business plan.

The reason for this is simple: You know the most about your business, and your business needs you to succeed.

A writer can work with you to make your business plan sound better to investors, and a consultant can help you fill in knowledge gaps — like how to conduct a SWOT analysis — and point out weaknesses in your plan. But, at the end of the day, you need to use the business plan to pitch investors and run your business.

Those ideas and guiding principles aren’t something you can outsource.

Should I use business planning software?

Software isn’t required when creating an effective business plan. Most business planning software is designed to help you navigate the outlining and writing process more effectively.

You don’t need software to write a professional business plan, but a solid template can help you get started. Download a free template from PandaDoc today and take your business to the next level.

Get started with PandaDoc today

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Business Plan Templates

Make Sure You Have an Elaborate Road Map for Your Business with Template.net’s Free Printable Business Plan Templates. Choose Your Appropriate Template Sample Online with Professionally-written Content Including a Premade Mission Statement, Product and Service Details, Company Information, Leadership, Financial Information, and Growth Plans that You can Edit to Your Specific Requirements. See more

How to Write a Business Plan

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Free Business Plan Template, Printable, Download

With the tough business competition environment nowadays, it’s essential that your business survives whatever the risks it faces. Template.net helps you ensure your business has an effective strategy for growth and survival with our free business plan templates. Choose your business plan template format in simple, lean, or one-page examples that come with prewritten original content and executive summaries that you can edit with our document editor tool. Make your business plan for your startup or nonprofit organization’s marketing, sales, or investment requirements. All template samples are downloadable for free. 

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Choose from different kinds of business plan examples for small businesses, startups, construction companies, real estate agencies, restaurants, fashion clothing stores, cafes, bakeries, salons, coffee shops, or photography studios. Get template samples in one-page or detailed outlines that are useful for corporate entities. Edit your business plan online and download for free anytime.

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