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Free Business Plan Templates in Excel
Smartsheet Contributor Joe Weller
September 27, 2020
In this article, we’ve rounded up an extensive list of free business plan templates and samples for organizations of all sizes. You can download all of the plans in Excel.
Included on this page, you’ll find business plan templates in Excel , business plan checklists in Excel , business plan financial templates in Excel , and more.
Business Plan Templates in Excel
These Excel business plan templates are designed to guide you through each step of a well-rounded strategy that supports your marketing, sales, financial, and operational goals.
Business Plan Template in Excel
This Excel business plan template has all the traditional components of a standard business plan, with each section divided into tabs. This template includes space to provide the executive summary, target audience characteristics, product or service offering details, marketing strategies, and more. The plan also offers built-in formulas to complete calculations for sales forecasting, financial statements, and key business ratios.
Download Business Plan Template
Excel | Smartsheet
One-Page Business Plan in Excel
To check the feasibility of your business concept, use this single-page business plan template. The template allows you to jot down the core details related to your idea. This template also includes room for you to provide concise information about what you do, how you do it, why you do it, who your idea serves, your competitive advantage, your marketing strategies, and your success factors. At the bottom of this one-page plan, you’ll find a table to conduct a SWOT (strengths, weaknesses, opportunities, and threats) analysis. Find more downloadable single-page plans and examples at “ One-Page Business Plan Templates with a Quick How-To Guide .”
Download One-Page Business Plan
Excel | Word | PDF | Smartsheet
Sample 30-60-90-Day Business Plan for Startup in Excel
This 90-day business plan is designed for startup companies to develop a 90-day action plan. This template gives you room to outline the following: main goals and deliverables for each 30-day increment; key business activities; task ownership; and deadlines. This template also includes a built-in Gantt chart that adjusts as you enter dates. Visit “ 30-60-90-Day Business Plan Templates and Samples ” to download more free plans.
Download 30-60-90-Day Business Plan for Startup
For more free business plans in a wider variety of formats, visit “ Simple Business Plan Templates .”
Business Plan Checklists in Excel
These business plan checklists are useful for freelancers, entrepreneurs, and business owners who want to organize and track the progress of key business activities.
Business Planning Checklist with Timeline in Excel
Use this checklist to keep your business planning efforts on track. This template enables you to add tasks according to each phase of your plan, assign an owner to each task, and enter the respective start and end dates. The checklist also enables you to create and color-code a visual timeline when you highlight the start and end dates for each task.
Download Business Planning Checklist with Timeline Template
Business Plan Checklist with SWOT Analysis in Excel
Use this business plan checklist to develop and organize your strategic plan. Add the name of the business activity, along with its status, due date, and pertinent notes. This template also includes a separate tab with a SWOT analysis matrix, so you can evaluate and prioritize your company’s strengths, weaknesses, opportunities, and threats.
Download Business Plan Checklist with SWOT Analysis - Excel
Business Startup Checklist in Excel
This checklist template is ideal for startup organizations. It allows you to list and categorize key tasks that you need to complete, including items related to research, strategic relationships, finance, development, and more. Check off each task upon completion to ensure you haven’t missed or overlooked any important business activities. Find additional resources by visiting “ Free Startup Plan, Budget & Cost Templates .”
Download Business Startup Checklist Template
Business Plan Financial Templates in Excel
Use these customizable templates to develop your organization’s financial plan.
Business Startup Costs Template in Excel
Use this template to estimate and track your startup and operational costs. This template gives you room to list line items for both funding and expenses; you can automatically calculate totals using the built-in formulas. To avoid overspending, compare budgeted amounts against actual amounts to determine where you can cut costs or find additional funding.
Download Business Startup Costs Template
Small-Business Budget Template in Excel
This simple business budget template is designed with small businesses in mind. The template helps you track the income and expenses that you accrue on a monthly and yearly basis. To log your cash balances and transactions for a given time frame, use the tab for cash flow recording.
Download Small-Business Budget Template - Excel
Startup Financial Statement Projections Template
This financial statement projections template includes a detailed profit and loss statement (or income statement), a balance sheet with business ratios, and a cash flow statement to analyze your company’s current and future financial position. This template also comes with built-in formulas, so you can calculate totals as you enter values and customize your statement to fit the needs of your business.
Download Startup Financial Statement Projections Template
For additional templates to help you produce a sound financial plan, visit “ Free Financial Templates for a Business Plan .”
Business Plan Marketing and Sales Templates in Excel
Use these downloadable templates to support and reinforce the marketing and sales objectives in your business plan.
Sales Forecast Template in Excel
This sales forecast template allows you to view the projected sales of your products or services at both individual and combined levels over a 12-month period. You can organize this template by department, product group, customer type, and other helpful categories. The template has built-in formulas to calculate monthly and yearly sales totals. For additional resources to project sales, visit “ Free Sales Forecasting Templates .”
Download Sales Forecast Template
Marketing Budget Plan in Excel
This marketing budget plan template helps you organize and plan your campaign costs for key marketing activities, such as market research, advertising, content marketing , and public relations. Enter the projected quantity and cost under each campaign category; the built-in formulas enable you to calculate projected subtotals automatically. This template also includes a graph that auto-populates as you enter values, so you can see where your marketing dollars are going.
Download Marketing Budget Plan Template
Other Business Plans in Excel
Use these business plan templates to conduct analyses and develop a plan of action that aligns your strategy with your main business objectives.
Business Action Plan Template in Excel
Use this basic action plan template to develop a roadmap for reaching your goals. Add a description of each action item, assign the responsible party, and list the required resources, potential hazards, key dates, and desired outcome. You can use this template to develop an action plan for marketing, sales, program development, and more.
Download Business Action Plan Template
Business Plan Rubric in Excel
Once you complete your business plan, use this rubric template to score each section to ensure you include all the essential information. You can customize this rubric to fit the needs of your organization and provide insight into the areas of your plan where you want to delve more deeply or remove unnecessary details. By following these steps, you can make certain that your final business plan is clear, concise, and thorough.
Download Simple Business Plan Rubric
Competitive Analysis Template in Excel
This template enables you to analyze the competitive landscape and industry for your business. By providing details related to your company and competitors, you can assess and compare all key areas, including the target market, marketing strategies, product or service offerings, distribution channels, and more.
Download Competitive Analysis Template
Excel | Smartsheet
For additional free templates for all aspects of your business, visit “ Free Business Templates for Organizations of All Sizes .”
Turbo-Charge Your Business Plans with Templates from Smartsheet
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- Pitch your business idea
Create a business plan
- Brand your business
- Empower your business with remote work
- Appointments with Bookings
- Customize Bookings
- Connect in an appointment
- Collaborate with Teams
- Communication tips
- Bring teams together
- Collect information
- Share notes
- Plan projects
- Create estimates, invoices
- Manage business finances
- Schedule appointments
- Promote your business
- Manage leads and sales
- Track, analyze business data
- Schedule staff shifts
- Manage travel requests
- Track mileage
You've been dreaming of starting your own business. You've started with some concrete steps, and you're ready to put your proposal together. But how do you start, and how do you know when you have the right information?
How to get it done
Create a business plan with templates in Word:
Start with a template
Download these templates from the Office Templates site to create your plan:
Fill in your Business plan .
Analyze your market with the Business market analysis template .
Detail your financials in a Financial plan .
Divide up the work and track deliverables with this Business plan checklist .
Wrap up with this Business startup checklist .
Need a little help?
Learn how to:
Start a document from a template .
Apply themes to change your plan's look.
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There's an Excel template for practically any number-related document you'll need. Planning an event with a budget? Find a template for your needs. Want to stay organized with your everyday tasks? Customize a calendar in Excel that you can print and write on or type directly into. Does your business need to send an invoice to a customer? Use an Excel invoice template that you can add your logo and business colors to. If you need to stay organized and see a lot of information at once, using an Excel template is the way to go.
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Business plan templates offer step-by-step instructions and prefabricated slides for your executive summary, company overview, financial plan, and more. You’ll even find a business plan template for specific industries including business plan templates in Word for healthcare providers, professional services, and retail.
Download the Business Model Canvas in Excel (XLS). File: business-model-canvas.xls. Author: Alex Osterwalder. Type: Template. Format: Excel (XLS) Welcome to Neos Chronos. Your editable Business Model Canvas (BMC) Template should download automatically - typically your browser will open a pop-up window.
Inclusive Business Model Template This free template includes space to document the most fundamental building blocks of your company, so you can create a comprehensive business model. Document and communicate key details, such as products or services, cost structures, revenue streams, and more.
This Excel business plan template has all the traditional components of a standard business plan, with each section divided into tabs. This template includes space to provide the executive summary, target audience characteristics, product or service offering details, marketing strategies, and more.
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