Business Plan Template
This Business Plan template pack includes a 40 page template in MS Word and 10 Excel spreadsheets.
Sections include Marketing Plan, Market Analysis, SWOT Analysis, Sales Forecast, Development Plan, Operational Plan, Financial Plan, 12-Month Profit and Loss Projection, Projected Cash Flow, Balance Sheet, Break-Even Analysis, Personal Financial Statement, and Exit Strategy forms.
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Sample Screenshots
Executive Summary
Products and Services
Customer Demographics
Competitive Analysis
SWOT Analysis
Sales Forecast
Operational Plan
12 Month Profit & Loss Projection
Projected Cash Flow
Balance Sheet
Break-Even Analysis
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Free Excel Templates
Balance Sheet spreadsheet
Break-even Analysis
Cash Flow
Competitive Analysis
General Demographic Profile
Personal Financial Statement
Profit and Loss Projection
Costs
Sales Forecast
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Table of Contents
1 Executive Summary
2 Company Description
2.1 Mission Statement
2.2 History
2.3 Markets and Products
2.4 Objectives
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
4.3 Product
4.4 Customer Demographics
4.5 Competition
4.6 SWOT Analysis
4.7 Marketing Strategy
4.7.1 Positioning
4.7.2 Promotion
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
6.5 Production
6.6 Future Location
6.7 Legal Environment
6.8 Personnel
6.9 Inventory
6.10 Suppliers
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 Appendices
10.1 Glossary of Terms
Business Plan Template’s Contents
The Business Case template is in Microsoft Word format and can be downloaded online for only $9.99.
The template pack includes the following documents:
| Business Plan Template | 40 pages |  |
| Balance Sheet | 1 x worksheet |  |
| Break-even 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 | |
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Supports Windows 98, Me, 2000, 2003, XP, Vista.
1. What file formats are the templates in?
The templates are in Microsoft Word (.doc) and Excel (.xls) format . They work on Word 97, 2003 and 2007 and Apple Macintosh computers.
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You can change any part of the templates that you wish. You can remove all logos, branding and references to Klariti, for example, the logo on the cover page. You can share the templates with your colleagues and re-use them as you need.
The main restriction is that you cannot sell, rent or license these templates as though they were your own. These templates are for you —and your colleagues — usage only.
You can read the full license Agreement here
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