Business Planning Template™
Turn your business ideas into a clear plan you can work with.
Use this template to bring your direction, goals, customers, offer, marketing, sales, money and next steps into one clear plan.
START WITH THE BIG PICTURE
A good business plan does not need to be complicated. It needs to make the important things clear. Use the sections below to think through your business and record the decisions that matter.
Instruction: Complete each section in your own words. Keep your answers clear and useful.
Where is the business going?
Be clear about what the business is and where you want it to go.
What do you want to achieve?
Choose the results that matter most right now.
Who is the business serving?
Be clear about the people you want the business to serve.
What are you selling?
Make the offer clear from the customer's point of view.
How will people find you?
Decide where and how you will reach potential customers.
How will interest become business?
Map out how someone moves from interest to becoming a customer.
What does the business need to make?
Keep your main numbers visible. Inputs below will auto-calculate estimated metrics.
What needs to happen behind the scenes?
Identify the work, tools and support needed to keep the business running.
What happens next?
Turn the plan into clear action.
| ACTION | WHO | WHEN | STATUS |
|---|
Is the plan still right?
Your business will change. Review the plan and update it when needed.
Is the plan clear enough to act on?
WHAT DESERVES YOUR ATTENTION FIRST?
Ready to export your business plan?
Generate a formatted PDF document containing your complete strategic roadmap.
