business plan for charity organization sample

Free Nonprofit Business Plan Templates

By Joe Weller | September 18, 2020

• Share on Facebook
• Share on Twitter
• Share on LinkedIn

Link copied

In this article, we’ve rounded up the most useful list of nonprofit business plan templates, all free to download in Word, PDF, and Excel formats.

Included on this page, you’ll find a one-page nonprofit business plan template , a fill-in-the-blank nonprofit business plan template , a startup nonprofit business planning timeline template , and more. Plus, we provide helpful tips for creating your nonprofit business plan .

Nonprofit Business Plan Template

Use this customizable nonprofit business plan template to organize your nonprofit organization’s mission and goals and convey them to stakeholders. This template includes space for information about your nonprofit’s background, objectives, management team, program offerings, market analysis, promotional activities, funding sources, fundraising methods, and much more. 

Download Nonprofit Business Plan Template

One-Page Business Plan for Nonprofit Template

This one-page nonprofit business plan template has a simple and scannable design to outline the key details of your organization’s strategy. This template includes space to detail your mission, vision, and purpose statements, as well as the problems you aim to solve in your community, the people who benefit from your program offerings, your key marketing activities, your financial goals, and more.

Download One-Page Business Plan for Nonprofit Template

Excel | Word | PDF

For additional resources, including an example of a one-page business plan , visit “ One-Page Business Plan Templates with a Quick How-To Guide .”

Fill-In-the-Blank Nonprofit Business Plan Template

Use this fill-in-the-blank template as the basis for building a thorough business plan for a nonprofit organization. This template includes space to describe your organization’s background, purpose, and main objectives, as well as key personnel, program and service offerings, market analysis, promotional activities, fundraising methods, and more. 

Download Fill-In-the-Blank Nonprofit Business Plan Template

For additional resources that cater to a wide variety of organizations, visit “ Free Fill-In-the-Blank Business Plan Templates .”

Startup Nonprofit Business Planning Template with Timeline

Use this business planning template to organize and schedule key activities for your business. Fill in the cells according to the due dates, and color-code the cells by phase, owner, or category to provide a visual timeline of progress.

Download Startup Nonprofit Business Planning Template with Timeline

Excel | Smartsheet

Nonprofit Business Plan Template for Youth Program

Use this template as a foundation for building a powerful and attractive nonprofit business plan for youth programs and services. This template has all the core components of a nonprofit business plan. It includes room to detail the organization’s background, management team key personnel, current and future youth program offerings, promotional activities, operations plan, financial statements, and much more.

Download Nonprofit Business Plan Template for Youth Program

Word | PDF  | Google Doc

Sample Nonprofit Business Plan Outline Template

You can customize this sample nonprofit business plan outline to fit the specific needs of your organization. To ensure that you don’t miss any essential details, use this outline to help you prepare and organize the elements of your plan before filling in each section.

Download Sample Nonprofit Business Plan Outline Template

Nonprofit Startup Business Planning Checklist Template

Use this customizable business planning checklist as the basis for outlining the necessary steps to get your nonprofit organization up and running. You can customize this checklist to fit your individual needs. It includes essential steps, such as conducting a SWOT analysis , fulfilling the research requirements specific to your state, conducting a risk assessment , defining roles and responsibilities, creating a portal for board members, and other tasks to keep your plan on track.

Download Nonprofit Startup Business Planning Checklist Template

Tips to Create Your Nonprofit Business Plan

Your nonprofit business plan should provide your donors, volunteers, and other key stakeholders with a clear picture of your overarching mission and objectives. Below, we share our top tips for ensuring that your plan is attractive and thorough.

• Develop a Strategy First: You must aim before you fire if you want to be effective. In other words, develop a strategic plan for your nonprofit in order to provide your team with direction and a roadmap before you build your business plan.
• Save Time with a Template: No need to start from scratch when you can use a customizable nonprofit business plan template to get started. (Download one of the options above.)
• Start with What You Have: With the exception of completing the executive summary, which you must do last, you aren’t obligated to fill in each section of the plan in order. Use the information you have on hand to begin filling in the various parts of your business plan, then conduct additional research to fill in the gaps.
• Ensure Your Information Is Credible: Back up all the details in your plan with reputable sources that stakeholders can easily reference.
• Be Realistic: Use realistic assumptions and numbers in your financial statements and forecasts. Avoid the use of overly lofty or low-lying projections, so stakeholders feel more confident about your plan. 
• Strive for Scannability: Keep each section clear and concise. Use bullet points where appropriate, and avoid large walls of text. 
• Use Visuals: Add tables, charts, and other graphics to draw the eye and support key points in the plan.
• Be Consistent: Keep the voice and formatting (e.g., font style and size) consistent throughout the plan to maintain a sense of continuity.
• Stay True to Your Brand: Make sure that the tone, colors, and overall style of the business plan are a true reflection of your organization’s brand.
• Proofread Before Distribution: Prior to distributing the plan to stakeholders, have a colleague proofread the rough version to check for errors and ensure that the plan is polished.
• Don’t Set It and Forget It: You should treat your nonprofit business plan as a living document that you need to review and update on a regular basis — as objectives change and your organization grows.
• Use an Effective Collaboration Tool: Use an online tool to accomplish the following: collaborate with key personnel on all components of the business plan; enable version control for all documents; and keep resources in one accessible place.

Improve Your Nonprofit Business Planning Efforts with Smartsheet

Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change. 

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. 

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time.  Try Smartsheet for free, today.

Discover why over 90% of Fortune 100 companies trust Smartsheet to get work done.

Nonprofit Business Plan Template

Written by Dave Lavinsky

Business Plan Outline

• Nonprofit Business Plan Home
• 1. Executive Summary
• 2. Company Overview
• 3. Industry Analysis
• 4. Customer Analysis
• 5. Competitive Analysis
• 6. Marketing Plan
• 7. Operations Plan
• 8. Management Team
• 9. Financial Plan

You’ve come to the right place to write a nonprofit business plan.

We have helped over 10,000 entrepreneurs and business owners create nonprofit business plans and many have used them to start or grow their nonprofit organizations.

Below are links to the essential sections of our sample nonprofit business plan template to help you with the business planning process for your organization:

• Executive Summary – The Executive Summary of your nonprofit business plan explains your overall strategic plan to achieve success as a nonprofit. It will include your organization’s mission statement, goals, and objectives. This section will also include information on your target market, competition, and marketing strategy.
• Company Overview – Also called the Organization Overview, you will include the mission statement and history of your nonprofit including any significant milestones achieved to date.
• Industry Analysis – Sometimes referred to as the Market Analysis, this section will provide an overview of the nonprofit industry, trends, and the competitive landscape.
• Customer Analysis – The Customer Analysis section details the demographics and psychographics of your target audience and how you plan to reach them.
• Competitive Analysis – In your Competitive Analysis, you will identify and describe the competition, both direct and indirect, including other nonprofits with the same mission. You will also include your strategic plan for competing in the market.
• Marketing Plan – This section of your nonprofit business plan will detail your products, programs and services, your overall marketing strategies and tactics, and how you will measure success. It should include information on your target market, positioning, branding, communications, and lead generation.
• Operations Plan – In the Operations Plan, you will outline your day-to-day operations as well as your long-term business goals and how you will measure success.
• Management Team – In the Management Team section of your business plan, you should include the organizational structure of your nonprofit business as well as bios of your executive team and board members.
• Financial Plan – The Financial Plan is one of the most important sections of your nonprofit business plan. You will establish your financial goals and include financial statements such as the income statement, balance sheet and cash flow statement to show how your nonprofit will be sustainable.

Next Section: Executive Summary >

Nonprofit Business Plan FAQs

What is a non profit business plan.

A nonprofit business plan is a road map to start and/or grow your nonprofit organization. Among other things, it outlines your charitable concept, identifies your target customers, presents your marketing plan and details your financial projections. Your non profit business plan should be a living document that is updated frequently as your nonprofit grows.

You can  easily complete your nonprofit business plan using our Nonprofit Business Plan Template here .

What Are the Main Types of Nonprofit Organizations?

There are many types of nonprofits, but each has a charitable mission to help an underserved segment of society. For example, there are nonprofits that serve the underserved youth, abused or abandoned animals, homeless, veterans and impoverished. There are also many nonprofits that support social awareness and global issues such as the environment, education and equality.

What Are the Main Sources of Revenue and Expenses for a Nonprofit Business?

The primary source of revenue for nonprofit organizations are monetary donations from sponsors, government grants and funding, and tax incentives through 501c3 designations.

The key expenses for a nonprofit business are staffing, supplies, rent, utilities, program costs and working capital to ensure the sustainability of the non profit. Proper strategic planning will help your nonprofit thrive financially.

This differs from a for profit business plan because you do not have to show profitability.  Nonprofits focus away from profit and instead center on accountability.

How Do You Secure Funding For Your Nonprofit Organization?

Most nonprofit organizations are likely to receive funding from banks, grants, and donors. As the majority of the funding will come from government grants and funds, grant proposals will need to be compiled and proposed to the necessary funding organization.

A solid business plan is key to showing investors you are well-prepared to start your own business.  A nonprofit business plan template is key to proper business planning and getting started quickly.

Where can I download a Nonprofit Business Plan PDF?

You can download our free nonprofit business plan template PDF  here . This is a sample nonprofit business plan outline that you can use in PDF format.

Business Plan Template for Charity Organizations

• Great for beginners
• Ready-to-use, fully customizable Subcategory
• Get started in seconds

Charity organizations play a crucial role in making the world a better place. But to truly make an impact, they need a solid roadmap. That's where ClickUp's Business Plan Template for Charity Organizations comes in.

This template is specifically designed to help charity leaders and managers:

• Clearly define their organization's mission, goals, and strategies
• Secure funding and establish key partnerships by presenting a comprehensive plan
• Guide their day-to-day operations towards maximizing social impact

Whether you're a non-profit veteran or just starting out, this template will provide the structure and guidance you need to create a powerful business plan that sets your charity up for success. So let's get started and make a difference together!

Business Plan Template for Charity Organizations Benefits

A business plan template for charity organizations offers a range of benefits to help leaders and managers effectively navigate the complex world of fundraising and social impact. Some of the key benefits include:

• Streamlining the planning process by providing a structured framework to outline the organization's mission, vision, and goals
• Enhancing credibility and professionalism when presenting the organization to potential donors, partners, and stakeholders
• Guiding strategic decision-making by identifying key priorities, target demographics, and sustainable funding models
• Facilitating effective communication and alignment among team members, board members, and volunteers
• Increasing the likelihood of securing funding and partnerships by demonstrating a clear roadmap and measurable outcomes.

Main Elements of Charity Organizations Business Plan Template

ClickUp’s Business Plan Template for Charity Organizations is designed to help charity organization leaders and managers create a comprehensive and impactful business plan. Here are the main elements of this template:

• Custom Statuses: Keep track of the progress of each section of your business plan with statuses like Complete, In Progress, Needs Revision, and To Do.
• Custom Fields: Add important information to your business plan such as Reference, Approved, and Section, making it easy to organize and reference key details.
• Custom Views: Explore different perspectives of your business plan, including Topics, Status, Timeline, Business Plan, and Getting Started Guide, to easily navigate and focus on specific areas of your plan.

With ClickUp's Business Plan Template for Charity Organizations, you can streamline the process of creating a comprehensive and effective business plan to guide your organization's success in maximizing social impact.

How To Use Business Plan Template for Charity Organizations

If you're a charity organization looking to create a business plan, follow these six steps to make the most of the Business Plan Template in ClickUp:

1. Define your mission and vision

Start by clearly defining the mission and vision of your charity organization. What is the purpose of your organization? What impact do you hope to make in the world? This will serve as the foundation for your business plan and guide all of your future decisions.

Use a Doc in ClickUp to articulate your mission and vision statements.

2. Identify your target audience and beneficiaries

Next, identify the specific audience or beneficiaries that your charity organization aims to serve. Who are the individuals or communities that will benefit from your work? Understanding your target audience will help you tailor your programs and services to meet their needs.

Create tasks in ClickUp to list and categorize your target audience and beneficiaries.

3. Outline your programs and services

Now it's time to outline the specific programs and services that your charity organization will offer. What initiatives will you undertake to fulfill your mission? This could include fundraising events, community outreach programs, educational workshops, or any other activities that align with your goals.

Use custom fields in ClickUp to define and track your programs and services.

4. Develop a fundraising and financial strategy

Every charity organization needs a solid fundraising and financial strategy to support its operations. Determine the different fundraising methods you'll use, such as grants, donations, sponsorships, or partnerships. Additionally, create a budget and financial plan that outlines your expected income and expenses.

Utilize the Goals feature in ClickUp to set financial targets and track your progress.

5. Establish a marketing and communication plan

To raise awareness about your charity organization and attract supporters, you'll need a well-defined marketing and communication plan. Consider the various channels and strategies you'll use to reach your target audience, such as social media, email campaigns, press releases, or partnerships with influencers or media outlets.

Use the Calendar view in ClickUp to schedule and manage your marketing and communication activities.

6. Set goals, milestones, and measures of success

Finally, set specific goals, milestones, and measures of success for your charity organization. What do you hope to achieve in the short term and long term? Break down your goals into actionable steps and establish deadlines to keep yourself accountable.

Create Milestones in ClickUp to track your progress and celebrate your achievements.

By following these steps and utilizing the Business Plan Template in ClickUp, your charity organization will be well-equipped to create a comprehensive and effective business plan.

Get Started with ClickUp’s Business Plan Template for Charity Organizations

Charity organization leaders and managers can use the Business Plan Template for Charity Organizations in ClickUp to create a comprehensive plan that aligns with their mission and goals, and helps them secure funding and partnerships.

First, hit “Add Template” to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you’d like this template applied.

Next, invite relevant members or guests to your Workspace to start collaborating.

Now you can take advantage of the full potential of this template to create a powerful business plan:

• Use the Topics View to organize your plan into different sections, such as mission, goals, strategies, and financials
• The Status View will help you track the progress of each section, with statuses like Complete, In Progress, Needs Revision, and To Do
• The Timeline View will give you a visual representation of your plan's milestones and deadlines
• The Business Plan View will provide a comprehensive overview of your plan, allowing you to easily navigate and make updates
• The Getting Started Guide View will provide step-by-step instructions on how to use the template and create an effective business plan
• Utilize custom fields like Reference, Approved, and Section to add additional information and track key details
• Collaborate with team members to gather input, make revisions, and ensure everyone is aligned with the plan's objectives
• Monitor and analyze your plan's progress and performance to make informed decisions and drive social impact.
• Business Plan Template for Network Engineers
• Business Plan Template for Talent Acquisition
• Business Plan Template for Transportation Companies
• Business Plan Template for Voiceover Artists
• Business Plan Template for Sports Team

Template details

Free forever with 100mb storage.

Free training & 24-hours support

Serious about security & privacy

Highest levels of uptime the last 12 months

• Product Roadmap
• Affiliate & Referrals
• On-Demand Demo
• Integrations
• Consultants
• Gantt Chart
• Native Time Tracking
• Automations
• Kanban Board
• vs Airtable
• vs Basecamp
• vs MS Project
• vs Smartsheet
• Software Team Hub
• PM Software Guide

.css-s5s6ko{margin-right:42px;color:#F5F4F3;}@media (max-width: 1120px){.css-s5s6ko{margin-right:12px;}} Join us: Learn how to build a trusted AI strategy to support your company's intelligent transformation, featuring Forrester .css-1ixh9fn{display:inline-block;}@media (max-width: 480px){.css-1ixh9fn{display:block;margin-top:12px;}} .css-1uaoevr-heading-6{font-size:14px;line-height:24px;font-weight:500;-webkit-text-decoration:underline;text-decoration:underline;color:#F5F4F3;}.css-1uaoevr-heading-6:hover{color:#F5F4F3;} .css-ora5nu-heading-6{display:-webkit-box;display:-webkit-flex;display:-ms-flexbox;display:flex;-webkit-align-items:center;-webkit-box-align:center;-ms-flex-align:center;align-items:center;-webkit-box-pack:start;-ms-flex-pack:start;-webkit-justify-content:flex-start;justify-content:flex-start;color:#0D0E10;-webkit-transition:all 0.3s;transition:all 0.3s;position:relative;font-size:16px;line-height:28px;padding:0;font-size:14px;line-height:24px;font-weight:500;-webkit-text-decoration:underline;text-decoration:underline;color:#F5F4F3;}.css-ora5nu-heading-6:hover{border-bottom:0;color:#CD4848;}.css-ora5nu-heading-6:hover path{fill:#CD4848;}.css-ora5nu-heading-6:hover div{border-color:#CD4848;}.css-ora5nu-heading-6:hover div:before{border-left-color:#CD4848;}.css-ora5nu-heading-6:active{border-bottom:0;background-color:#EBE8E8;color:#0D0E10;}.css-ora5nu-heading-6:active path{fill:#0D0E10;}.css-ora5nu-heading-6:active div{border-color:#0D0E10;}.css-ora5nu-heading-6:active div:before{border-left-color:#0D0E10;}.css-ora5nu-heading-6:hover{color:#F5F4F3;} Register now .css-1k6cidy{width:11px;height:11px;margin-left:8px;}.css-1k6cidy path{fill:currentColor;}

• Strategic planning |

Nonprofit business plan template

Success doesn’t just happen—it’s planned. Stay focused on the work that supports your nonprofit’s mission with a business plan template.

Sign up to use this template.

INTEGRATED FEATURES

Recommended apps.

Like any business, nonprofits rely on business plans to get funding and stay on mission. But even though they often operate like a traditional for-profit organization, nonprofits need their business plans to highlight slightly different aspects of their organization. Showing cash spend becomes very important when you’re a nonprofit, so donors, board members, and government agencies recognize that you’re putting your money where your mission is. Here, we’ll show you what to include in your own custom nonprofit template, and how to use it to move your mission forward. 

What is a nonprofit business plan template

A nonprofit business plan template provides a strategic overview of your nonprofit. It’s a breakdown of all higher-level information about your organization, such as the board of directors and your core mission. Use your nonprofit business plan template to give your staff, the board, potential donors, and government funding agencies an overview of your mission and strategies.

Nonprofit business plan vs. strategic plan template

Both business and strategic plan templates share certain sections, such as your core mission. However, your nonprofit business plan template should also include relevant action plans , such as your fundraising plan and marketing strategy. Normally, you share your business plan with internal and partner stakeholders as opposed to the general public. Think of your nonprofit business plan as a roadmap or higher-level operational plan—it tells you what you’re currently doing to pursue your mission, and the steps you’re taking to go even further.

Why nonprofit business plan templates are important 

Nonprofits know how to do more with less—a nonprofit business plan template will outline how. There are many benefits to creating your own, including:

Transparency. Visibility is a crucial piece of engaging with donors and board members. Nonprofit business plans showcase the work you’re doing and why others should care.

Reduce work about work . Nonprofits don’t always have the same resources as for-profit companies. As a result, freeing up time for your employees to work on their highest-impact tasks is critical—not just for your bottom line, but for your overall mission. 

One source of truth. As a nonprofit, you’re constantly fielding requests for information about your finances, mission, and structure. When compiled with project management software , you can create and share your nonprofit business plan template with anyone who asks, without any additional work on your end.

Save 50% on Asana

Partner with Asana to put more resources toward your mission. The Asana for Nonprofits program helps nonprofits do more mission-critical work. Qualified organizations can save 50% on a one-year subscription, plus get numerous free Asana resources.

How to create your non-profit business plan template

Your nonprofit business plan template should include all relevant information about how your organization operates. If you’re using a digital tool, such as project management software , be sure to attach relevant documents and projects. Your template is essentially your nonprofit business plan outline that you’ll fill in during your planning process. 

As you’re going through your nonprofit business plan template, make sure to include the following sections so you can get the most from your template.

Non-profit description

Describe the basics of your organizational structure. Include:

Executive summary

Mission and vision statement

Community benefit

Staff and management team

Board of directors

Partnerships

List any items related to what you do as an organization, including reports that demonstrate results. For example, you can include: 

Core problem we solve

Demographics we reach

Past results

Business model

Marketing plan

This is a space for your marketing strategy (the methods you'll use to reach your target audience) and the analyses you used to build that strategy. Here, you can attach: 

Target market research 

Target audience and social media messaging 

Market analysis (including a competitive analysis)

Your positioning (on hot button issues related to your mission)

Outreach plan

Financial plan

Nonprofits need to be very clear with how they spend money. Being transparent with your financial statements restores confidence for potential donors, so you can hit your fundraising goals and boost financial projections. Here’s what to include in this section:

Income statements

Cash flow statements

Grant management plan

Fundraising plan and projections

Integrated features

List View . List View is a grid-style view that makes it easy to see all of your project’s information at a glance. Like a to-do list or a spreadsheet, List View displays all of your tasks at once so you can not only see task titles and due dates, but also view any relevant custom fields like Priority, Status, or more. Unlock effortless collaboration by giving your entire team visibility into who’s doing what by when.

Goals . Goals in Asana directly connect to the work you’re doing to hit them, making it easy for team members to see what they’re working towards. More often than not, our goals live separate from the work that goes into achieving them. By connecting your team and company goals to the work that supports them, team members have real-time insight and clarity into how their work directly contributes to your team—and company—success. As a result, team members can make better decisions. If necessary, they can identify the projects that support the company’s strategy and prioritize work that delivers measurable results.

Milestones . Milestones represent important project checkpoints. By setting milestones throughout your project, you can let your team members and project stakeholders know how you’re pacing towards your goal. Use milestones as a chance to celebrate the little wins on the path towards the big project goal.

Custom fields . Custom fields are the best way to tag, sort, and filter work. Create unique custom fields for any information you need to track—from priority and status to email or phone number. Use custom fields to sort and schedule your to-dos so you know what to work on first. Plus, share custom fields across tasks and projects to ensure consistency across your organization.

Google Workplace . Attach files directly to tasks in Asana with the Google Workplace file chooser, which is built into the Asana task pane. Easily attach any My Drive file with just a few clicks.

OneDrive . Attach files directly to tasks in Asana with the Microsoft OneDrive file chooser, which is built into the Asana task pane. Easily attach files from Word, Excel, PowerPoint, and more.

Dropbox . Attach files directly to tasks in Asana with the Dropbox file chooser, which is built into the Asana task pane.

Slack . Turn ideas, work requests, and action items from Slack into trackable tasks and comments in Asana. Go from quick questions and action items to tasks with assignees and due dates. Easily capture work so requests and to-dos don’t get lost in Slack.

How do you write a nonprofit business plan template?

First, create your template including sections for your executive summary, mission statement and purpose, marketing plans, and finances. Then when you’re ready to write your nonprofit business plan, fill in the blanks and customize it to fit your organization.

Do nonprofits have business plans?

Yes, nonprofits often have business plans. Nonprofit business plans provide a structured overview of your nonprofit strategies, and can be used to share your accomplishments and goals with stakeholders . You only have to create your nonprofit business plan template once—then you can reuse it every time you need to create a new nonprofit business plan.

How do nonprofit business plans help corporations get involved in nonprofit organizations?

Nonprofit business plans show corporations your organization’s impact, including how you’re spending any potential money they donate to you. Often, corporations want to see the numbers before they decide to invest in a nonprofit, and a nonprofit business plan can help you share that information.

What should be in a nonprofit business plan template?

Include all higher-level summaries of your nonprofit, plus actionable plans like your executive summary, mission and purpose, marketing strategy, and financial plans.

Related templates

Marketing strategy

A marketing strategy template is a useful tool that helps your marketing team achieve their goals. Learn how to create your marketing strategy with Asana.

PEST analysis

A PEST analysis template helps compile info on the external environment affecting your business. Learn how to prevent risk with a PEST analysis template.

Action plan template

Taking action has never been easier. Learn how to create a reusable action plan template in Asana to take the guesswork out of strategic planning.

Objectives and key results (OKR) template

Learn how to create an OKR template in Asana so you can standardize the goal-setting process for everyone.

Cost benefit analysis template

Digital cost benefit analysis templates are a useful framework to see if a new project or idea is viable. Learn how to create your own in a few simple steps, with Asana.

Contingency plan

Using a contingency plan template will help you create well-developed strategies to help you protect your business from potential risk. Learn how Asana can help.

Requirements traceability matrix

A requirements traceability matrix template is a tool to help organize project requirements in a concise manner. Learn how to create one for your team.

Creating a digital punch list template can help streamline the final bits of a project for your team. Here’s how to create one.

Go-to-market strategy template

Simplify your GTM strategy with a go-to-market strategy template that aligns teams and keeps work on track. Learn how in Asana.

Project closure template

Endings are important. Create a project closure template to help your team tie up loose ends and finish their projects with confidence.

Project reporting

Stay on top of your project’s performance. Keep everyone on the same page about what’s been completed and where your project is headed.

Product roadmap

What if you could create, share, and update your product roadmap in one place? Everyone could see you’re tackling the right priorities. Start planning your product roadmap with this template.

Program roadmap

Create a program roadmap template and know the exact structure of each program, how they operate, and their future plans—company-wide.

Operational plan template

Learn how Asana’s operations team uses standardized processes to streamline strategic planning—no matter how many stakeholders are involved.

Strategic planning template

When you’re launching a new product, team, or even a new business, strategic planning templates keep you laser-focused and on task.

Annual planning template

Set clear goals and streamline your planning process—so every level of your company is aligned on what’s important.

Competitive analysis template

The more you know about your competitors, the better your strategy will be. Competitive analysis templates use a data-driven approach to see exactly how your business, products, and features compare to your competition.

Crisis management plan

Does your team know what to do during a crisis? Using a crisis management plan template can help keep all your employees on the same page.

Business plan

A business plan is the first step to start your business and secure financing. Use our business plan template so you don’t have to start from scratch.

SIPOC template

Use your SIPOC template to ensure that the processes outlined in your SIPOC diagrams are consistent and up to your standards.

Create templates with Asana

Learn how to create a customizable template in Asana. Get started today.