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Business Plan Template, Outline, & 10+ Designs to Download

Business Plan Template, Outline...

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Business Plan Template, Outline, & 10+ Designs to Download

Use this business plan template to create a perfect business plan quickly and easily. See sample outline and checklist. Download easy-to-fill professional templates.

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John McTale

Editor-in-chief

Jun 11, 2021

 

 

business plan template

 

You know you need a perfect business plan. That’s why you’re here.


The problem? Creating a business plan feels like a daunting task. There are so many things to take into consideration, and so many things that can slip your mind.


The solution? Those battle-tested business plan templates you can download with a single click, fill out easily, and have a clear blueprint for your business activities.


If you want to create the business plan yourself and only need a template outline with all the necessary information, see one right below. Want to download a well-designed, fill-in-the-blanks document and not worry about the layout? Scroll down to see our gallery of business plan templates.

 

Business plan template outline

 

Of course, there’s no one-size-fits all formula for writing business plans. You’ll need to make some adjustments to focus on the aspects that matter the most to your business. But—

There are common elements all good business plans feature. Here’s the list:

 

Executive Summary

 

The goal of this section is to give readers a basic understanding of how your business works and get them excited enough to want to read the rest of your plan. The key to writing an executive summary for a business plan is to write it last. Once you’ve written all other sections, pick the most important bits and pieces and summarize them. Your executive summary should never be longer than 2 full pages.

For more information about writing successful executive summaries, see our 101 guide: How to Write an Executive Summary

 

Company Overview

 

Describe what your company does, what problem it solves, and why your products or services are important and called for. Include basic information on your mission statement, vision, goals, and values. Finish with a quick rundown of your target market and the industry in general. If it’s crucial to the way your company functions, add basic info about the legal structure.


Products & Services

 

Here’s the part where you explain what it is exactly that you sell. When it’s a physical product, provide some details on how it’s manufactured or obtained and what your key suppliers are. Detail the problem your product or service solves, explain your unique selling proposition, list the key features and your competitive advantages.

 

Marketing Plan

 

Start by explaining your acquisition and retention strategies, add information on how the sales will actually happen and provide an overview of your sales funnel. Then, add more technical details such as the overall market analysis, the SWOT analysis of your product, overview of competitors, your pricing strategy, marketing channels, and expenses.


Operational Plan

 

This is the most technical part of a business plan template. It’s where you describe, in essence, all the important details about your company’s day-to-day operations: where you’re located, how you deliver your products or services, who you're employing (or planning to employ), what the legal status of your business entity is, and so on.


Management & Organization

 

A brief description of your company’s structure, the people in charge, your advisors and all the key departments. Include bios of the founders and people in higher management positions. If you’re running a larger business, it’s a good idea to add an organizational chart in this section.


Financial Projections

 

The main goal of this section is to convey a sense of financial stability and realistic growth expectations. Describe the projected financials for the next five years, based on the income forecast and expenses. If you’re an established business owner, add income and cash flow statements for the most recent three years, too.


Funding Requirements

 

A key part in any startup business plan template. Explain how much funding you need to realize your goals and what exactly you’re planning to spend the money on. Be specific about the timeline and your desired contractual terms. Also, be clear about what kind of funding you’re seeking: loan or equity.

 

Appendices

 

A place to include all attachments that were relevant to the previous sections: any legal documents, product photos, list of assets, founders’ resumes, and any studies you might have cited.

 

If you need a very detailed template for your business plan, you can download one for free from Score at this link. It’s not the most user-friendly document, but it has all the instructions and placeholders you might need for a successful BP (and, again, it’s free).

And if you’d like to add some extra flair to your business plan, pick a professionally-designed business plan template from our gallery below.

 

Professional business plan templates to download

 

Starting off with a business plan template created in our very own presentation maker.

Here's an example of a business plan created in our tool:

The old way

Storydoc

Boring, plain-text business plans are a relic of the past. With Storydoc, you’ll get interactive content you never thought you’d have. Wow your audience, make a lasting impression, and close more deals. Ready in a flash.

franky

Franky

Well-organized and pleasantly shaded, “Franky,” by FrankyTemplateDesign is a very good Word business plan template for any kind of organization. The package contains 20 pages for the typical parts of a business plan. If you have any experience with MS Word templates, you probably know that adjusting the complex formatting might be difficult. On the flip side, you get tips for what to write in every section (pretty generic but a nice sanity check).


Editing: MS Word.

Download here
leaflove business plan template

Leaflove

Another Word business plan template for startups as well as more mature organizations. Very minimalist and featuring only 4 pages, it will work well for abbreviated business plans. Same caveats as with the previous one (editing in Word can feel like torture), but it’s also available for InDesign where you can apply more personalization.


Editing: MS Word, Adobe InDesign.

Download here
blush business plan template

Blush

Cute and quirky, “Blush” by TheBlushingMind looks fresh, quite informal, yet highly readable. It’s a fill-in-the-blanks PDF business plan template that aims to guide you through every step of writing a business plan (might not be helpful for corporate use, but for a local business, will work just fine)


Editing: Adobe Reader (PDF).

Download here
minimalist business plan template

Minimalist

The first of the two PowerPoint business plan templates on our list, and very much on the minimal side of the spectrum, this layout feels modern and toned-down at the same time. The really cool thing Graphic Resource managed to accomplish with this simple business plan template is the plethora of data visualization options.


Editing: MS PowerPoint.

Download here
infographic business plan template

Infographic

In what perhaps is too much content (340 slides!), “Infographic,” another PowerPoint business plan template by Graphic Resource offers you virtually unlimited customization options. Needless to say, you’ll find dedicated slides for any sort of information you might want to add. Don’t like the cyan palette? You get 5 alternatives in the pack.


Editing: MS PowerPoint.

Download here
influencers business plan template

Influencers

The boldest of all the templates in this gallery, “Influencers” by Graphic Assets studio is a great choice for creative companies: those in advertising, digital marketing, fashion, audio and video production, or entertainment. Youthful, energetic, and vibrant.


Editing: Apple Keynote.

Download here
brochure business plan template

Brochure

Styled to resemble an actual brochure or a leaflet, this stylish business plan template will work great for everyone who appreciates elegant simplicity: there’s nothing fancy or gimmicky, just some very well-paired fonts, strategic use of white space, and some placeholders for images that will help break up the wall of text.


Editing: Adobe InDesign.

Download here

All the templates above?

Yeah, they’re pretty. But Storydoc gives you much more than nice-looking presentations. 

We deliver real results. 

Transform your static presentation with Storydoc and close more deals, improve engagement metrics, and increase your customer base. Like these teams did:

 

And that's a wrap!

 

Creating a business plan takes time so don’t expect to finish yours in minutes (or even hours). Hopefully, one of the business plan templates from our gallery will give you the inspiration boost you need. Good luck with your business plan!

John McTale

Hi, I'm John, Editor-in-chief at Storydoc. As a content marketer and digital writer specializing in B2B SaaS, my main goal is to provide you with up-to-date tips for effective business storytelling and equip you with all the right tools to enable your sales efforts.