Business Templates | Small Business Spreadsheets and Forms

Download Small Business Templates, Spreadsheets, and Forms for Microsoft Excel®. Klariti.com offers over 500 business templates for small businesses. Save time and frustration by starting a project with these royalty-free templates.

Start your business today with high quality, easy to modify spreadsheets, forms, and checklists. Download, customize, and print MS Excel spreadsheets, checklists, forms, and templates. Royalty free MS Excel templates for sales, marketing, software development, and QA projects.

Excel Templates

Screenshots + Download Links

Acquisition Plan Template

You can use this Acquisition Plan template (16 pages MS Word and 3 MS Excel spreadsheets) when managing software projects that involve acquiring software and bringing products and services in-house.



Example of 5 year acquisition plan with color coding and conditional formatting
Arrows indication changes in cash outlays, inflow, and cash flows
Action Plan

This Action Plan template pack includes a 14 page Word template and 7 Excel spreadsheets to organize your planning activities.

5 Year Action Plan
Action item Log

Use this template to create a plan of action with free templates for Excel and Word. Find excel templates for business, school, home office and more.

Action Item Log
Audience Analysis

If your Marketing Plan needs an Audience Analysis template, then use this MS Excel spreadsheet with 130 entries to get started.

Audience Analysis Worksheet
Bill of Materials

Download this Bill of Materials (BOM) template pack (MS Word & Excel) to list the parts for building a product, including software application, infrastructure equipment and physical buildings.

Bill of Materials – Component List

Bill of Materials- Quick Product List

Business Continuity

Download this Business Continuity Plan Template (48-page Word + 12 Excel spreadsheets), and get the free Business Impact Analysis, and Damage Assessment Report templates to recover quickly and effectively from an unforeseen disaster or emergency.

Recovery Point Objective excel spreadsheet

Disaster Recovery Matrix spreadsheet

Hardware inventory excel spreadsheet with Count of Results chart

Hardware Inventory spreadsheet

Inspection Report spreadsheets

Responsibility Matrix

Recovery Tests

Desktop Inventory

System Profiles spreadsheet with Critical column for sorting low, medium and high runs

Recovery Tasks spreadsheet

Risk Assessment spreadsheet with Low, Medium, High categories

Communication Schedule

Business Plan

The Business Plan Excel template pack includes spreadsheets for:

Business Plan Costs spreadsheet

Business Plan Costs spreadsheet

Business Plan Costs spreadsheet

Costs spreadsheet with pie chart

Costs chart excel template

Costs spreadsheet

Balance Sheet

Competitive Analysis spreadsheet

Cash Flow spreadsheet

Breakeven Analysis spreadsheet

Market Research spreadsheet

Market Research spreadsheet

Profit and Loss Projections spreadsheet

Profit and Loss Projections spreadsheet

Sales Forecast spreadsheet

Business Process

Download these Business Process Design templates (MS Word, Excel + Visio) to capture the procedures that govern how your business works from technical and operational levels.

Use this process map template to capture and visualize business process requirements. Specify process steps and connections in a structured format.

Sample business process template -schedule

Roles and Responsibilities excel template

Process List

Clarifications

Gap Analysis template

Document Control

Process flow template

Business Requirements

Use this Business Requirements Specification template to capture the current and future needs of your business.

Download this business requirements document template, also called a BRD, to document requirements for a business or IT project.

Business Requirements specification
Business Rules

Download these Business Rules Templates (MS Word/Excel) to clarify the appropriate action (i.e. rule) that needs to be taken and remove any ambiguity regarding the correct course of action that must be followed.

Business Rules Template – Blank

Business Rules Template – Sample

Change Request form

Download this Excel spreadsheet with conditional formatting rules applied.

Change Request form Excel spreadsheet with conditional formatting rules applied
Change Management Plan

Use this Change Management Plan template to address changes which may be encountered during the project lifecycle. Typical areas of change occur in the scope, schedule, budget, and resources.

Change Request form Excel spreadsheet with dynamic columns
Change Management Tracking Log

Change Management tracking log spreadsheet with charts 

Change Request Excel spreadsheet with charts

Communication Plan

Download these MS Word and Excel Communication Plan templates to increase, enhance, and improve communications among project stakeholders.

Communication Plan: Responsibility Matrix

Meetings Schedule

Feedback Form

Communication Schedule

Communication Matrix

Communication Plan Checklist

Capital Funding spreadsheet Acquisition Plan Excel Template: Capital Funding
Concept Proposal

Use these Concept Proposal templates to create the first documents in the Software Development Life Cycle.

Performance Indicators excel spreadsheet

Responsibility Matrix Excel spreadsheet

Cost Benefit Analysis template

Analyze, evaluate, and cost potential solutions to meet your organization’s needs.

5 Year Cost Benefit Analysis
Cost Benefit Analysis spreadsheet

Cost Benefit Analysis Template

Data Model template

This Database Design Document template includes a free Data Model spreadsheet which you can modify for your next project. It comes with sample data to help you get started.

Data Model template in MS Excel

Disaster Recovery

 

Disaster Recovery Matrix spreadsheet
Hardware Inventory Hardware inventory excel spreadsheet with Count of Results chart

Hardware Inventory spreadsheet

Inspection Report spreadsheets Inspection Report spreadsheets
Recovery Tests Recovery Tests
Desktop Inventory Desktop Inventory
Disaster Recovery Plan

System Profiles spreadsheet with Critical column for sorting low, medium and high runs

Recovery Tasks spreadsheet

Risk Assessment spreadsheet with Low, Medium, High categories

Disaster Recovery Plan: Communication Schedule

Expression of Interest
Expression of Interest Evaluation spreadsheet
Functional Requirements

 

Functional Requirements Excel spreadsheet

Non-Functional Requirements Excel spreadsheet

Reporting Requirements Excel spreadsheet

Functional Requirements Evaluation Form

Grant Proposal Grant application – Project Costs
Maintenance Plan

You can use this Maintenance Plan template to provide Tech Support personnel with the information necessary to maintain IT systems effectively.

Maintenance Tasks

Maintenance Log

 Server Maintenance Checklist

Market Research

This Market Research Template pack includes 19 templates (5 Word + 14 Excel). You can use these templates, forms, checklists, and questionnaires to gather, record, and analyze data so you have the information you need to drive your Business Plan and Marketing strategies forward. This template pack includes:

  • 4 x Market Research Templates (16 pages) Use these template to capture Why You Need Market Research, Who You Want to Target, How to Plan, Collect Data, Analyze Data, Report Findings, and Make Decisions.
  • Market Research Brief Template (6 pages) Use this document to brief Consultants on your Market Research requirements.
  • 14 Free Excel Templates: including Brand Loyalty Survey, Competitor Analysis, Demographic Comparison, Demographic Profile, Industry Analysis Checklist, Market Planning Checklist, Cost Analysis, Market Research Spreadsheet, Market Survey.
Screenshots of the Excel market research templates.

Market Planning Checklist with conditional formatting

Competitor Assessment spreadsheets with different charts


Competitive Analysis spreadsheet

Feedback Form and Customer Ratings

Marketing Plan template

The template pack includes the following documents:

  • Competitive Analysis
  • Costs
  • Demographic Profile
  • Market Research
  • Market Profile
  • Sales Forecast by Market Segment
  • Sales Forecast by Product
  • Sales Forecast by Region
  • Sales Forecast by Unit

Marketing Plan: 10 Free Excel Templates

Marketing Plan: Table of Contents

Needs Statement You can use this Statement of Needs (aka Needs Statement) template to describe a business need or a deficiency in your organization, justify the exploration of an alternative solutions to resolve this need, and then provide estimated costs for these actions.
Performance Indicators

Performance Indicators

Operations Guide

Performance Indicators

Policy Manual Excel spreadsheets for Document Control and managing the Policy team.

Policy Checklist Template

Project Plan excel templates

Use this Project Plan template pack (37 page MS Word & 10 MS Excel) to develop your Work Breakdown Structure, Action Item Log, Deliverables List, Gantt Chart, Issue Log, Project Costs, Project Plan (Excel), Project Requirements Checklist, Risk Log, and Roles and Responsibilities matrix.

Use this Project Plan template to guide both project execution and project control, document planning assumptions and decisions, facilitate communication among project stakeholders, and document approved scope, cost, and schedule baselines.

  • Project Plan (170 rows)
  • Work Breakdown Schedule (168 rows)
  • Gantt Chart
  • Project Costs
  • Roles and Responsibility Matrix
  • Project Requirements Checklist
  • Action Item Log
  • Deliverable List
  • Issue Log
  • Risk Log
10 Free Project Plan Excel Templates

Gantt Chart – excel templates

Project Plan (170 rows)

Work Breakdown Structure (168 rows)

Action Item Log

Deliverables List

Project Requirements Checklist

Responsibility Matrix

Project Costs

Risk Log

Issue Log

Proposal Manager Templates
Proposal Template

Download these Proposal Templates (10 MS Word designs + 2 Excel files) to create business proposals that will sell your products and services.

2 Free Proposal Excel Templates

Project Costs including sample data

Work Breakdown Structure template with sample data

Quality Assurance Plan

This template pack includes a 39-page Quality Assurance Plan Template in MS Word, an Audit checklist and Schedule Forms, and 7 Excel spreadsheets.

You can use this template to write your first QA plan. It includes helpful explanatory text that walks you through the process of setting up your first QA project. You can change everything in the document – text, images, and tables. There are no special plug-ins, macros, or installation files. Just download the templates and get started.

You also get seven spreadsheets to help track, plan, and monitor the progress of different QA tasks.

Here are some examples of the excel spreadsheets that you get.

quality-assurance-plan-excel-template-spreadsheets

Note that the first tab is the Table of Contents. If you click on the links on it, it opens each of the spreadsheets.

quality-assurance-plan-template-excel-tasks

You can also click back to the Table of Contents page as well.

quality-assurance-plan-template-excel-1

This helps you track the QA documentation required for the project.

quality-assurance-plan-template-excel-2

and here you can further break the tasks out by phase

quality-assurance-plan-template-excel-roles

This identifies the different QA testing tasks and who they’ve been assigned to.

quality-assurance-plan-template-excel-traffic-lights

We also show you how to apply conditionally formatting to your spreadsheets, including adding status icons.

Request for Proposal

Use these MS Word and Excel Request for Proposal (RFP) templates to send invitations to suppliers to submit business proposal for a specific product or service.

The template pack includes a 56-page MS template for sending out an RFP with sample text and instructions. You also get two Excel files: one for organizing RFP Clarifications and the other for Vendor Assessments.

The Excel spreadsheets come with sample pie, bar, and bubble charts to visual the assessments.

RFP Vendor Assessment Excel Templates

Use the following spreadsheets to assess the responses to your RFP.

Table of Contents in the Vendor Assessment template

Pie charts of vendor assessments

Red, yellow, red arrows applied to Excel spreadsheet to illustrate vendor scores


Vendor Assessment Template with bar charts


Status of Clarification to Vendor Queries

Clarifications Received from Responses to RFP

Risk Management Plan 5 Free Excel Risk Management Plan Templates

Risk Response Plan template

Risk Assessment Checklist template

Risk Assessment Template

Risk Log Template

Risk Register Template

Scope of Work

This template pack also includes two free MS Excel spreadsheets to help control the project. These are a very detailed Work Breakdown Structure (with sample data) and the Risk Log.

Free Work Breakdown Structure template

Risk Log – Excel template

Security Plan excel templates

Use this Security Plan template to describe the system’s security requirements, controls, and roles/responsibilities of authorized individuals.

This 25 page Word template and 7 Excel templates including a Threats Matrix, Risk Assessment Controls, Identification and Authentication Controls, Controls Status, Access Control Lists, Contingency Planning Controls, and an Application Inventory Form.

7 Free Security Plan Excel templates

Threats Matrix (57 rows)

Risk Assessment Controls (10 rows)

Identification and Authentication Controls (13 rows)

Controls Status (19 rows)

Access Control Lists (33 rows)

Contingency Planning Controls (33 rows)

Service Level Agreement (SLA)

You can use this Service Level Agreement template including 2 pre-formatted templates in MS Word for your next project. Each template has 26 pages of sample material including sections on Scope of maintenance, Financials, Reporting, Terms and Conditions, Service Level Agreement, Expected Growth and Change, and Costs.

You also get 3 free Excel spreadsheets for managing the List of Items covered in the SLA, Budget, and a Contract Directory for keeping track of your Service Providers.

Service Level Agreement Budget template

Service Level Agreement Pricing (SLA)Service Level Agreement charts

Service Level Agreement: itemized list

Responsibility Matrix

Responsibility Matrix

Software Development Templates

Download 60 Software Development Templates, Forms, and Checklists (MS Word, Excel, Visio) for technical writers, software developers, and software testers who need to write guides, plans, tutorials, and other forms of technical documentation.

Save time and money by downloading these 60 SDLC templates today. Our bestselling product includes including 192 MS Word, 95 MS Excel, and 5 MS Visio templates.

Ideal way to help software developers, software testers, and technical writers prepare professional looking technical documentation during the software development lifecycle. Each template includes sample guidelines, tips, and direction on how to write each document.

Learn More About Software Development Templates – Excel + Word

 

Performance Measures excel template

[Learn more about the System Boundary Document template]

Use the Responsibility Assignment Matrix to define the roles, authority, responsibility, skills, and capacity requirements for all project tasks needed to complete the project. The agency and contractor responsibilities are addressed in the RAM.

Learn more about the RAM template

Learn more about the Acquisition Plan template

Change Register template

Learn More About Software Development Templates – Excel + Word

Change Request Form

Learn more about the Change Management Plan template

Functional Requirements excel template

Learn More About Software Development Templates – Excel + Word

Software Requirements Specification
Software Testing  
Standard Operating Procedures (SOP)

Use these Standard Operating Procedure (SOPs) templates to plan, structure, write, and maintain your procedure documents.

We designed these templates so they are flexible enough to work across business, technical, academic, and other industries. As experienced procedure writers, we’ve used these templates on consultancy projects in the USA, UK, and China for some of the largest IT firms and government agencies.

These 3 Excel files will help you manage document control, clarifications that arise during the analysis phase and monitoring roles and responsibilities.

Sample SOP template

Statement of Work templates

Use this Statement of Work template (SOW) to describe the deliverables or services required to fulfill a contract, such as:

  • Scope of Work – describe the work to be done at a high level.
  • Location – identify the location of hardware, software, and office space.
  • Period of Performance – specify project duration, start & finish dates.
  • Reporting – identify the reports you expect from vendors.
  • Deliverables Schedule – list deliverables, including due dates.

Free Statement of Work Excel Templates


Vendor Assessment Excel Template

Statement of Work Template: Table of Contents

System Administration Guide

You can use this System Administrator Guide template to deploy, support, and maintain applications in your organization. Use this template to:

  • Define procedures for starting and shutting down systems, monitoring performance, installing programs and operating system updates.
  • Set up User and Group Accounts, user types and privileges, and setting user permissions and passwords.
  • Schedule database maintenance, moving databases, setting user permissions, and database backup and restores.
  • Create security procedures, guidelines, passwords. Monitor software licenses purchased and installed.

9 Free System Administration Guide Excel Templates

Employee Inventory Report

Daily Activity Log

Master Activity Log

Plan your Daily, Weekly and Monthly admin tasks

Identify those responsible for admin tasks

System Boundary Free System Boundary Document Excel Template which you can use for Performance Measures.

Performance Measures

System Design Document
System Specifications
Technical Writing Templates
Test Plan
Training Plan

Download these Training Plan templates to outline the steps required to design, develop and deliver a training program.

The templates, checklists and forms will help you prepare the objectives, needs, strategy, and curriculum to be addressed when training users on a new or enhanced IT system.

This Training Plan Template kit includes a 20 page MS Word template14 MS Word/Excel forms, as well as checklists, questionnaires, and spreadsheets to help you capture the scope, requirements, evaluation, delivery method, strategy, dependencies, constraints, limitations, schedule, resources, and training materials.

Training Plan Template: Sample Excel Documents

Training Plan Template: table of contents excel spreadsheet

Training Curriculum Excel Documents

Training Program Template Excel

Training Assessment Excel template

Training Record Template

Training Program Spreadsheet

Transition Plan

Identify transition planning strategies. Schedule the transition from rollout to full operational status. Outline tasks required to transition products.

3 Free transition plan excel spreadsheets

Transition plan project costs excel spreadsheet

Transition Impact matrix excel spreadsheets

Work Breakdown Structure

Thousands of templates to jump start your project

Acceptance Test Plan

Contingency Plan

Software Development Templates

Acquisition Plan

Conversion Plan

Software Requirements Specification

Action Plan

Cost Benefit Analysis

Software Testing

API Documentation

Database Design

Standard Operating Procedures (SOP)

Audience Analysis

Datasheet

Statement of Work

Availability Plan

Deployment Plan

System Administration Guide

Bill of Materials

Design Document

System Boundary

Business Case

Disaster Recovery Plan

System Design Document

Business Continuity

Disposition Plan

System Specifications

Business Plan

Documentation Plan

Technical Writing Templates

Business Process

Employee Handbook

Test Plan

Business Requirements

Error Message Guide

Training Plan

Business Rules

Expression of Interest

Transition Plan

Capacity Plan

Fact Sheet

Troubleshooting Guide

Case Study

Feasibility Study

Use Case

Change Management Plan

Functional Requirements

User Guide

Communication Plan

Grant Proposal

Verification and Validation Plan

Concept of Operations

Implementation Plan

White Papers

Concept Proposal

Installation Plan

Work Instructions

Configuration Management Plan

Interface Control Document

Software Development Templates

Acceptance Test Plan

Maintenance Plan

Software Requirements Specification

Acquisition Plan

Market Research

Software Testing

Action Plan

Marketing Plan

Standard Operating Procedures (SOP)

API Documentation

Needs Statement

Statement of Work

Audience Analysis

Operations Guide

System Administration Guide

Availability Plan

Policy Manual

System Boundary

Bill of Materials

Project Plan

System Design Document

Business Case

Proposal Manager Templates

System Specifications

Business Continuity

Proposal Template

Technical Writing Templates

Business Plan

Quality Assurance Plan

Test Plan

Business Process

Release Notes

Training Plan

Business Requirements

Request for Proposal

Transition Plan

Business Rules

Risk Management Plan

Troubleshooting Guide

Capacity Plan

Scope of Work

Use Case

Case Study

Security Plan

User Guide

Change Management Plan

Service Level Agreement (SLA)

Verification and Validation Plan

Communication Plan

Setup Guide

White Papers

Concept of Operations

Social Media Policy

Work Instructions

Concept Proposal

Contingency Plan

 

Configuration Management Plan

Conversion Plan