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  1. Starting your own business? Get focused and organized, so you can track your goals and achieve them. Learn how to craft a comprehensive business plan using free, editable templates on Canva.

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  3. Whether you're looking to attract new business, pitch your services or reimagine your company, with these simple, customizable templates at your fingertips you can turn complexity into something tangible.

    • Executive Summary
    • Company Description
    • Market Analysis
    • Organization and Management
    • Service Or Product Line
    • Marketing and Sales
    • Funding Request
    • Financial Projections
    • Appendix
    • Example Traditional Business Plans

    Briefly tell your reader what your company is and why it will be successful. Include your mission statement, your product or service, and basic information about your company’s leadership team, employees, and location. You should also include financial information and high-level growth plans if you plan to ask for financing.

    Use your company description to provide detailed information about your company. Go into detail about the problems your business solves. Be specific, and list out the consumers, organization, or businesses your company plans to serve. Explain the competitive advantages that will make your business a success. Are there experts on your team? Have you...

    You'll need a good understanding of your industry outlook and target market. Competitive research will show you what other businesses are doing and what their strengths are. In your market research, look for trends and themes. What do successful competitors do? Why does it work? Can you do it better? Now's the time to answer these questions.

    Tell your reader how your company will be structured and who will run it. Describe the legal structureof your business. State whether you have or intend to incorporate your business as a C or an S corporation, form a general or limited partnership, or if you're a sole proprietor or limited liability company (LLC). Use an organizational chart to lay...

    Describe what you sell or what service you offer. Explain how it benefits your customers and what the product lifecycle looks like. Share your plans for intellectual property, like copyright or patent filings. If you're doing research and developmentfor your service or product, explain it in detail.

    There's no single way to approach a marketing strategy. Your strategy should evolve and change to fit your unique needs. Your goal in this section is to describe how you'll attract and retain customers. You'll also describe how a sale will actually happen. You'll refer to this section later when you make financial projections, so make sure to thoro...

    If you're asking for funding, this is where you'll outline your funding requirements. Your goal is to clearly explain how much funding you’ll need over the next five years and what you'll use it for. Specify whether you want debt or equity, the terms you'd like applied, and the length of time your request will cover. Give a detailed description of ...

    Supplement your funding request with financial projections. Your goal is to convince the reader that your business is stable and will be a financial success. If your business is already established, include income statements, balance sheets, and cash flow statements for the last three to five years. If you have other collateral you could put agains...

    Use your appendix to provide supporting documents or other materials were specially requested. Common items to include are credit histories, resumes, product pictures, letters of reference, licenses, permits, patents, legal documents, and other contracts.

    Before you write your business plan, read the following example business plans written by fictional business owners. Rebecca owns a consulting firm, and Andrew owns a toy company.

  4. From competitive analysis to financial projections, business plans give your new business a roadmap for success. Download one of our free business plan templates and take your company to the next level.

    • ClickUp Business Plan Template. Download This Template. If you’re looking to replace a traditional business plan document, then ClickUp’s Business Plan Template is for you!
    • ClickUp Sales Plan Template. Download This Template. If you’re looking for a tool to kickstart or update your sales plan, ClickUp’s Sales Plan Template has got you covered.
    • ClickUp Business Development Action Plan Template. Download This Template. Thinking about scaling your business’s reach and operations but unsure where or how to start?
    • ClickUp Business Roadmap Template. Download This Template. ClickUp’s Business Roadmap Template is your go-to for mapping out major strategies and initiatives in areas like revenue growth, brand awareness, community engagement, and customer satisfaction.
  5. May 4, 2024 · This free business plan template includes the six key elements that any entrepreneur needs to consider when launching a new business.

  6. Jul 3, 2024 · Which business plan templates are worth using? Check our round-up of some of the best free business plan templates that you can download right now.

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