Download this 40-page MS Word Business Plan template and 10 free Excel spreadsheets to write your next business plan. Includes sample guidelines and interactive spreadsheets.
Sections include Marketing Plan, Market Analysis, SWOT Analysis, Sales Forecast, Development Plan, Operational Plan, Financial Plan, 12-Month Profit & Loss, Projected Cash Flow, Balance Sheet, Break-Even Analysis, Personal Financial Statement, and Exit Strategy.
Business Plan Template: Blue Theme
Business Plan Template: Red Theme
You get two templates in the zip file. One blue theme, the other red. The red theme of the MS Word template has the exact same content as the blue theme. You can change the color scheme by updating the styles.
NB: Let me know if you need any help with this.
Products and Services
12 Month Profit & Loss Projection
Projected Cash Flow
Business Plan: Free Excel Templates
Some of the Excel spreadsheets include a Balance Sheet, Break-even Analysis, Cash Flow, Competitive Analysis, General Demographic Profile, Personal Financial Statement, Profit and Loss Projections, and Sales Forecast.
Table of Contents
1 Executive Summary
2 Company Description
2.1 Mission Statement
2.3 Markets and Products
2.5 Current Situation
3 Products and Services
3.1 Description of Products/Services
3.2 Production Process
3.3 Distribution/Service Delivery
3.4 New Products
4 Marketing Plan
4.1 Market Analysis
4.1.1 Research Findings
4.1.2 Growth Projections
4.2 Market Trends
4.4 Customer Demographics
4.6 SWOT Analysis
4.7 Marketing Strategy
4.8 Price Comparison
4.9 Customer Service Plans
4.9.1 Retaining Customers
4.9.2 Customer Complaint Handling
4.10 Sales Forecast
5 Development Plan
5.1 Current Status
5.2 Development Plans
5.3 Development Timetable
5.4 Development Risks
6 Operational Plan
6.1 Current Premises
6.2 Current Premises Financial Details
6.3 Equipment, Vehicles & Fittings
6.4 Insurance Details
6.6 Future Location
6.7 Legal Environment
7 Management and Organization
7.1 Professional and Advisory Support
7.2 Key People Details
7.2.1 Key Person
7.2.2 Key Person
7.2.3 Total Salary Costs
7.2.4 Number of Employees
8 Personal Financial Statement
8.1 Methods of Bank Finance
8.2 Assets as Security
8.3 Repayment for Borrowings
9 Financial Plan
9.1 12-Month Profit and Loss Projection
9.2 Projected Cash Flow
9.3 Opening Day Balance Sheet
9.4 Break-Even Analysis
9.5 Exit Strategy
10.1 Glossary of Terms
Business Plan Template: Contents & Format
The Business Case templates are in Microsoft Word and Excel format (.doc & .xls).
The template pack includes the following documents:
|Business Plan Template||40 pages|
|Balance Sheet||1 x worksheet|
|Breakeven Analysis||1 x worksheet|
|Cash Flow||1 x worksheet|
|Competitive Analysis||1 x worksheet|
|Costs||1 x worksheet|
|General Demographic Profile||1 x worksheet|
|Market Research||1 x worksheet|
|Personal Financial Statement||2 x worksheet|
|Profit and Loss Projection||1 x worksheet|
|Sales Forecast||1 x worksheet|
File Format: The templates are in Microsoft Word (.docx) and Excel format (.xlsx).
File Size: The Download file is 2 MBs.
Opening the Files: You don’t need any special software to unzip the files. To unzip the files, right click on it, then select Extract, and save it to your computer.
Getting Started: Depending on your MS Office settings, the files may say Read Only when you open them. If this occurs, click File, Save As and save the files. There are no security settings on any of the files.
Images: All of the images in the templates are copyright free.
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Who are your Customers?
Here is a sample list of our customers.
Since 1998, Klariti provided products and services to Accenture, AIG, Bearing Point, Cap Gemini, Cisco, Disney, Ernst & Young, GE, HBO, IBM, J.P. Morgan, KLM, KPMG, Lehman Brothers, LEVI’S, MacDonalds, Macy’s, Mayo Clinic, McCormick, McGrawHill, MEGA, Mesirow , Mitre, NHL, NTL, OmniVision, Oracle, OshKosh, PennWest Energy, Pepico, Performance Technologies, Philips, PriceWaterhouseCoopers, PV Cycle, Raytheon, Reuters, Roche, Rogers, SAAB, Sabre Holding, Safeway, Sagem Morpho, Sara Lee, Shaw, Shell, Siemens, Sikorsky, Sobeys, SpeakEasy, SunPower, Sydney Opera House, Symantec, TATA, Tetra, ThyssenKrupp, TNT, Toyota, Travellers, TYCO, UC Davis, Verizon, Visteon, Vodafone, Wachovia Securities, Wal Mart, Whirlpool, WIPRO, Zurich.
I am here to help you with any questions. You can contact me directly if you need any helping using these templates.
What file formats do the templates work in?
The files work in MS Word 97, 2003, 2007, Office 2010, Office 2016, Windows 7, XP, Vista, and Apple iWork (if you have Word for Mac), and Google Docs.