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2 Essential Templates For Starting Your Business. Available as an interactive PDF or a Google Docs template.

With this business plan template, you'll be able to:

• Write a company description that sells your story
• Plan for the future: lay out goals and metrics for success
• Describe your product line in detail and plan for how to stand out from competitors
• Consider any legal formalities that require attention when starting your business
• Put together necessary financial projections to make a strong start
• Create your buyer persona and determine your product/marketing fit

Build A Business Plan That Works

Available as a one-page interactive PDF and a full template on both Google Docs and Microsoft Word!

Whether you’re starting a business or drafting a formalized document with  your current business goals, it’s important to clearly defi ne the scope of all aspects of the venture — from mission, to target customers, to fi nances, and beyond.

When just starting out, it can be tempting to think of a business plan as simply your company’s name and a description of your product or service. But in reality, planning a business involves thinking through a lot more details.

In this business plan template we’ll guide you through the steps of writing company and product descriptions, setting sales and marketing goals and plans, and thinking through legal and fi nancial logistics. We've included a  plain text, designed , and  completed example version of this template. 

Frequently Asked Questions (FAQs)

How do you write a business plan.

A business plan is a formal written document that you can use to identify the purpose of your company, make important decisions about your future and help grow your company. HubSpot's free business plan templates provides guidance to establishing your company mission, customer research, competition, and a business strategy to profitability.

Why do I need to fill out the information requested?

We will always keep your personal information safe..

We ask for your information in exchange for a valuable resource in order to (a) improve your browsing experience by personalizing the HubSpot site to your needs; (b) send information to you that we think may be of interest to you by email or other means; (c) send you marketing communications that we think may be of value to you. You can read more about our privacy policy here .

Where can I get a free business plan template?

HubSpot's Free Business Plan Templates are the best way to create a professional, thorough business plan. The templates include instructions and everything you need to know about starting your company.

Is this really free?

Absolutely.

Just sharing some free knowledge that we hope you’ll find useful. Keep us in mind next time you have marketing questions!

What are the basic format of a business plan?

A business plan is a written document that outlines the company's goals, strategy and implementation. The format of the plan varies depending on the type of organization (e.g., for-profit or nonprofit) and size, but most plans share some common features such as an overview, executive summary, and financial information.

What is the best business plan template?

A great business plan template clearly defines the scope of the venture -- from mission, to target customers, to finances, and beyond. HubSpot's business plan template will guide you through the steps of writing company and product descriptions, setting sales and marketing goals and plans, and thinking through legal and financial logistics.

What is needed to start a business?

If you're thinking about starting a business, you'll need to do some research first. You can't just start a business without doing any market research. Market research will tell you if there's an opportunity to turn your idea into a successful business. After that, write your business plan so that you know how much money and time it will take for the project to succeed. Use HubSpot's free business plan template today!

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10 Free Business Plan Templates in Word, Excel, & ClickUp

ClickUp Contributor

February 13, 2024

Turning your vision into a clear and coherent business plan can be confusing and tough. 

Hours of brainstorming and facing an intimidating blank page can raise more questions than answers. Are you covering everything? What should go where? How do you keep each section thorough but brief?

If these questions have kept you up at night and slowed your progress, know you’re not alone. That’s why we’ve put together the top 10 business plan templates in Word, Excel, and ClickUp—to provide answers, clarity, and a structured framework to work with. This way, you’re sure to capture all the relevant information without wasting time. 

And the best part? Business planning becomes a little less “ugh!” and a lot more “aha!” 🤩

What is a Business Plan Template?

What makes a good business plan template, 1. clickup business plan template, 2. clickup sales plan template, 3. clickup business development action plan template, 4. clickup business roadmap template, 5. clickup business continuity plan template, 6. clickup lean business plan template, 7. clickup small business action plan template, 8. clickup strategic business roadmap template , 9. microsoft word business plan template by microsoft, 10. excel business plan template by vertex42.

A business plan template is a structured framework for entrepreneurs and business executives who want to create business plans. It comes with pre-arranged sections and headings that cover key elements like the executive summary , business overview, target customers, unique value proposition, marketing plans, and financial statements.  

A good business plan template helps with thorough planning, clear documentation, and practical implementation. Here’s what to look for:

• Comprehensive structure: A good template comes with all the relevant sections to outline a business strategy, such as executive summary, market research and analysis, and financial projections 
• Clarity and guidance: A good template is easy to follow. It has brief instructions or prompts for each section, guiding you to think deeply about your business and ensuring you don’t skip important details
• Clean design: Aesthetics matter. Choose a template that’s not just functional but also professionally designed. This ensures your plan is presentable to stakeholders, partners, and potential investors
• Flexibility : Your template should easily accommodate changes without hassle, like adding or removing sections, changing content and style, and rearranging parts 🛠️ 

While a template provides the structure, it’s the information you feed it that brings it to life. These pointers will help you pick a template that aligns with your business needs and clearly showcases your vision.

10 Business Plan Templates to Use in 2024

Preparing for business success in 2024 (and beyond) requires a comprehensive and organized business plan. We’ve handpicked the best templates to help you guide your team, attract investors, and secure funding. Let’s check them out.

If you’re looking to replace a traditional business plan document, then ClickUp’s Business Plan Template is for you!

This one-page business plan template, designed in ClickUp Docs , is neatly broken down into the following sections:

• Company description : Overview, mission, vision, and team
• Market analysis : Problem, solution, target market, competition, and competitive advantage
• Sales and marketing strategy : Products/services and marketing channels
• Operational plan : Location and facilities, equipment and tools, manpower, and financial forecasts
• Milestones and metrics: Targets and KPIs

Customize the template with your company logo and contact details, and easily navigate to different sections using the collapsible table of contents. The mini prompts under each section guide you on what to include—with suggestions on how to present the data (e.g., bullet lists, pictures, charts, and tables). 

You can share the document with anyone via URL and collaborate in real time. And when the business plan is ready, you have the option to print it or export it to PDF, HTML, or Markdown.

But that’s not all. This template is equipped with basic and enterprise project management features to streamline the business plan creation process . The Topics List view has a list of all the different sections and subsections of the template and allows you to assign it to a team member, set a due date, and attach relevant documents and references.

Switch from List to Board view to track and update task statuses according to the following: To Do, In Progress, Needs Revision, and Complete. 

This template is a comprehensive toolkit for documenting the different sections of your business plan and streamlining the creation process to ensure it’s completed on time. 🗓️

If you’re looking for a tool to kickstart or update your sales plan, ClickUp’s Sales Plan Template has got you covered. This sales plan template features a project summary list with tasks to help you craft a comprehensive and effective sales strategy. Some of these tasks include:

• Determine sales objectives and goals
• Draft positioning statement
• Perform competitive analysis
• Draft ideal customer persona
• Create a lead generation strategy

Assign each task to a specific individual or team, set priority levels , and add due dates. Specify what section of the sales plan each task belongs to (e.g., executive summary, revenue goals, team structure, etc.), deliverable type (such as document, task, or meeting), and approval state (like pending, needs revisions, and approved).

And in ClickUp style, you can switch to multiple views: List for a list of all tasks, Board for visual task management, Timeline for an overview of task durations, and Gantt to get a view of task dependencies. 

This simple business plan template is perfect for any type of business looking to create a winning sales strategy while clarifying team roles and keeping tasks organized. ✨

Thinking about scaling your business’s reach and operations but unsure where or how to start? It can be overwhelming, no doubt—you need a clear vision, measurable goals, and an actionable plan that every member of your team can rally behind. 

Thankfully, ClickUp’s Business Development Action Plan Template is designed to use automations to simplify this process so every step toward your business growth is clear, trackable, and actionable.

Start by assessing your current situation and deciding on your main growth goal. Are you aiming to increase revenue, tap into new markets, or introduce new products or services? With ClickUp Whiteboards or Docs, brainstorm and collaborate with your team on this decision.

Set and track your short- and long-term growth goals with ClickUp’s Goals , break them down into smaller targets, and assign these targets to team members, complete with due dates. Add these targets to a new ClickUp Dashboard to track real-time progress and celebrate small wins. 🎉

Whether you’re a startup or small business owner looking to hit your next major milestone or an established business exploring new avenues, this template keeps your team aligned, engaged, and informed every step of the way.

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. 

Use the List view to populate tasks under each initiative. With Custom Fields, you can capture which business category (e.g., Product, Operations, Sales & Marketing, etc.) tasks fall under and which quarter they’re slated for. You can also link to relevant documents and resources and evaluate tasks by effort and impact to ensure the most critical tasks get the attention they deserve. 👀

Depending on your focus, this template provides different views to show just what you need. For example, the All Initiatives per Quarter view lets you focus on what’s ahead by seeing tasks that need completion within a specific quarter. This ensures timely execution and helps in aligning resources effectively for the short term.

This template is ideal for business executives and management teams who need to coordinate multiple short- and long-term initiatives and business strategies.

In business, unexpected threats to operations can arise at any moment. Whether it’s economic turbulence, a global health crisis, or supply chain interruptions, every company needs to be ready. ClickUp’s Business Continuity Plan Template lets you prepare proactively for these unforeseen challenges.

The template organizes tasks into three main categories:

• Priorities: Tasks that need immediate attention
• Continuity coverage: Tasks that must continue despite challenges
• Guiding principles: Resources and protocols to ensure smooth operations

The Board view makes it easy to visualize all the tasks under each of these categories. And the Priorities List sorts tasks by those that are overdue, the upcoming ones, and then the ones due later.

In times of uncertainty, being prepared is your best strategy. This template helps your business not just survive but thrive in challenging situations, keeping your customers, employees, and investors satisfied. 🤝

Looking to execute your business plan the “lean” way? Use ClickUp’s Lean Business Plan Template . It’s designed to help you optimize resource usage and cut unnecessary steps—giving you better results with less effort.

In the Plan Summary List view, list all the tasks that need to get done. Add specific details like who’s doing each task, when it’s due, and which part of the Business Model Canvas (BMC) it falls under. The By Priority view sorts this list based on priorities like Urgent, High, Normal, and Low. This makes it easy to spot the most important tasks and tackle them first.

Additionally, the Board view gives you an overview of task progression from start to finish. And the BMC view rearranges these tasks based on the various BMC components. 

Each task can further be broken down into subtasks and multiple checklists to ensure all related action items are executed. ✔️

This template is an invaluable resource for startups and large enterprises looking to maximize process efficiencies and results in a streamlined and cost-effective way.

The Small Business Action Plan Template by ClickUp is tailor-made for small businesses looking to transform their business ideas and goals into actionable steps and, eventually, into reality. 

It provides a simple and organized framework for creating, assigning, prioritizing, and tracking tasks. And in effect, it ensures that goals are not just set but achieved. Through the native dashboard and goal-setting features, you can monitor task progress and how they move you closer to achieving your goals.

Thanks to ClickUp’s robust communication features like chat, comments, and @mentions, it’s easy to get every team member on the same page and quickly address questions or concerns.

Use this action plan template to hit your business goals by streamlining your internal processes and aligning team efforts.

For larger businesses and scaling enterprises, getting different departments to work together toward a big goal can be challenging. The ClickUp Strategic Business Roadmap Template makes it easier by giving you a clear plan to follow.

This template is packaged in a folder and split into different lists for each department in your business, like Sales, Product, Marketing, and Enablement. This way, every team can focus on their tasks while collectively contributing to the bigger goal.

There are multiple viewing options available for team members. These include:

• Progress Board: Visualize tasks that are on track, those at risk, and those behind
• Gantt view: Get an overview of project timelines and dependencies
• Team view: See what each team member is working on so you can balance workloads for maximum productivity

While this template may feel overwhelming at first, the getting started guide offers a step-by-step breakdown to help you navigate it with ease. And like all ClickUp templates, you can easily customize it to suit your business needs and preferences.

Microsoft’s 20-page traditional business plan template simplifies the process of drafting comprehensive business plans. It’s made up of different sections, including:

• Executive summary : Highlights, objectives, mission statement, and keys to success
• Description of business: Company ownership and legal structure, hours of operation, products and services, suppliers, financial plans, etc.
• Marketing: Market analysis, market segmentation, competition, and pricing
• Appendix: Start-up expenses, cash flow statements, income statements, sales forecast, milestones, break-even analysis, etc.

The table of contents makes it easy to move to different sections of the document. And the text placeholders under each section provide clarity on the specific details required—making the process easier for users who may not be familiar with certain business terminology.

No business template roundup is complete without an Excel template. This business plan template lets you work on your business financials in Excel. It comes with customizable tables, formulas, and charts to help you look at the following areas:

• Highlight charts
• Market analysis
• Start-up assets and expenses
• Sales forecasts
• Profit and loss
• Balance sheet
• Cash flow projections
• Break-even analysis

This Excel template is especially useful when you want to create a clear and visual financial section for your business plan document—an essential element for attracting investors and lenders. However, there might be a steep learning curve to using this template if you’re not familiar with business financial planning and using Excel.

Try a Free Business Plan Template in ClickUp

Launching and running a successful business requires a well-thought-out and carefully crafted business plan. However, the business planning process doesn’t have to be complicated, boring, or take up too much time. Use any of the above 10 free business plan formats to simplify and speed up the process.

ClickUp templates go beyond offering a solid foundation to build your business plans. They come with extensive project management features to turn your vision into reality. And that’s not all— ClickUp’s template library offers over 1,000 additional templates to help manage various aspects of your business, from decision-making to product development to resource management .

Sign up for ClickUp’s Free Forever Plan today to fast-track your business’s growth! 🏆

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How to Build a Detailed Business Plan That Stands Out [Free Template]

Updated: March 29, 2022

Published: March 11, 2022

While starting a company may seem easier now than ever before, entrepreneurs have an uphill battle from the moment they start a business. And without a clear, actionable business plan for selling, marketing, finances, and operations, you're almost destined to face significant challenges.

This is why crafting a business plan is an essential step in the entrepreneurial process.

In this post, we'll walk you through the process of filling out your business plan template, like this free, editable version :

Download a free, editable one-page business plan template.

We know that when looking at a blank page on a laptop screen, the idea of writing your business plan can seem impossible. However, it's a mandatory step to take if you want to turn your business dreams into a reality.

That's why we've crafted a business plan template for you to download and use to build your new company. You can download it here for free . It contains prompts for all of the essential parts of a business plan, all of which are elaborated on, below.

This way, you'll be able to show them how organized and well-thought-out your business idea is, and provide them with answers to whatever questions they may have.

Free Business Plan Template

The essential document for starting a business -- custom built for your needs.

• Outline your idea.
• Pitch to investors.
• Secure funding.
• Get to work!

You're all set!

Click this link to access this resource at any time.

Building a Successful Business Plan

In the next section, we'll cover the components of a business plan , such as an executive summary and company description. But before we get to that, let's talk about key elements that should serve as building blocks for your plan.

For some entrepreneurs, the thought of writing a business plan sounds like a chore — a necessary means to an end. But that's a bad take.

A solid business plan is a blueprint for success . It's key to securing financing, presenting your business, outlining your financial projections, and turning that nugget of a business idea into a reality.

At the core, your business plan should answer two questions: why your business and why now?

Investors want to know why your business is entering the market, i.e. what problem it's solving and how it's different from what's currently out there. They also want to know why now is the right time for your type of product or service.

At a minimum, your plan should:

• Be more realistic than idealistic: Too often, business plans focus too much on how things could be instead of how they are. While having a vision is important, your plan needs to be rooted in research and data.
• Legitimize your business idea : If an idea fails on paper, it's a signal to go back to the drawing board. In doing so, you avoid losing precious time or money chasing an unrealistic idea.
• Position your business for funding: To get your business off the ground, chances are you'll need financial backing. Even with a solid business idea, investors, lenders, and banks still need convincing. An effective business plan will outline how much money you need, where it's going, what targets you will hit, and how you plan to repay any debts.
• Lay the foundation: Investors focus on risk – if anything looks shaky, it could be a dealbreaker. Ideally, your business plan will lay down the foundation for how you'll operate your business — from operational needs to financial projections and goals.
• Communicate your needs: It's nearly impossible to communicate your needs if you don't know what they are first. Of course, a business’ needs are always changing — but your plan should give you a well-rounded view of how your business will work in the short and long term.

So back to the question of why and why now – consider three things:

• Your industry – How does your product or service fit within your industry? Are you targeting a specific niche? Where do you see the industry going in the next five to 10 years?
• Your target audience – Who are you targeting? What challenges are they facing? How will your product or service help them in their daily lives?
• Your unique selling proposition (USP) – What sets you apart from your competitors? Is it your product/service features? Your company values? Price?

Once you know the answers to these questions, you'll be equipped to answer the question: why your business and why now.

How to Build a Business Plan

• Executive Summary
• Company and Business Description
• Product and Services Line
• Market Analysis
• Marketing Plan
• Legal Notes
• Financial Considerations

Featured Resource: Free Business Plan Template

1. cover page.

Your business plan should be prefaced with an eye-catching cover page. This means including a high-resolution image of your company logo, followed by your company's name, address, and phone number.

Since this business plan will likely change hands and be seen by multiple investors, you should also provide your own name, role in the business, and email address on the cover page.

At the bottom of this page, you can also add a confidentiality statement to protect against the disclosure of your business details.

The statement can read as follows: " This document contains confidential and proprietary information created by [your company name]. When receiving this document, you agree to keep its content confidential and may only reproduce and/or share it with express written permission of [your company name] ."

Remember to keep your cover page simple and concise — and save the important details for other sections.

Why it matters: First impressions are everything, and a clean cover page is the first step in the right direction.

Example of a Cover Page

2. Executive Summary

The executive summary of your business plan provides a one- to two-page overview of your business and highlights the most crucial pieces of your plan, such as your short-term and long-term goals.

The executive summary is essentially a boiled-down version of your entire business plan, so remember to keep this section to the point and filled only with essential information.

Typically, this brief section includes:

• A mission statement.
• The company's history and leadership model.
• An overview of competitive advantage(s).
• Financial projections.
• Company goals.
• An ask from potential investors.

Why it matters: The executive summary is known as the make-or-break section of a business plan. It influences whether investors turn the page or not — so effectively summarizing your business and the problem it hopes to solve is a must.

Think of the Summary as a written elevator pitch (with more detail). While your business plan provides the nitty-gritty details, your Summary describes — in a compelling but matter-of-fact language — the highlights of your plan. If it's too vague, complicated, or fuzzy, you may need to scrap it and start again.

Example of an Executive Summary Introduction

"The future looks bright for North Side Chicago, particularly the Rock Hill Neighborhood. A number of high-end commercial and residential developments are well on their way, along with two new condo developments in nearby neighborhoods.

While the completion of these developments will increase the population within the neighborhood and stimulate the economy, the area lacks an upscale restaurant where residents and visitors can enjoy fine food and drink. Jay Street Lounge and Restaurant will provide such a place."

3. Company & Business Description

In this section, provide a more thorough description of what your company is and why it exists.

The bulk of the writing in this section should be about your company's purpose – covering what the business will be selling, identifying the target market, and laying out a path to success.

In this portion of your business plan, you can also elaborate on your company's:

• Mission statement
• Core values
• Team and organizational structure

Why it matters: Investors look for great structures and teams in addition to great ideas. This section gives an overview of your businesses' ethos. It's the perfect opportunity to set your business apart from the competition — such as your team's expertise, your unique work culture, and your competitive advantage.

Example of a Values/Mission Statement

"Jay Street Lounge and Restaurant will be the go-to place for people to get a drink or bite in an elegant, upscale atmosphere. The mission is to be North Side's leading restaurant, with the best tasting food and the highest quality service."

3. Product & Services Line

Here's where you'll cover the makeup of your business's product and/or services line. You should provide each product or service's name, its purpose, and a description of how it works (if appropriate). If you own any patents, copyrights, or trademarks, it's essential to include this info too.

Next, add some color to your sales strategy by outlining your pricing model and mark-up amounts.

If you're selling tangible products, you should also explain production and costs, and how you expect these factors to change as you scale.

Why it matters: This section contains the real meat of your business plan. It sets the stage for the problem you hope to solve, your solution, and how your said solution fits in the market.

There's no one-size-fits-all formula for this section. For instance, one plan may delve into its ability to market in a more cost-effective way than the competition, whereas another plan focuses on its key products and their unique features and benefits.

Regardless of your angle, it's critical to convey how your offerings will differ from the competition.

Example of a Product/Service Offering

"The menu at Jay Street Lounge and Restaurant will focus on Moroccan cuisine. The stars of the menu (our specialties) are the Moroccan dishes, such as eggplant zaalouk, seafood bastilla, tagine, and chickpea stew. For those who enjoy American dishes, there will also be a variety of options, from burger sliders and flatbread pizza to grilled steak and salads.

The food at Jay Street will have premium pricing to match its upscale atmosphere. During the summer months, the restaurant will have extra seating on the patio where clients can enjoy a special summer menu. We will be open on all days of the week."

4. Market Analysis

It helps to reference your market research documentation in this section, like a Porter's Five Forces Analysis or a SWOT Analysis ( templates for those are available here ). You can also include them in your appendix.

If your company already has buyer personas, you should include them here as well. If not, you can create them right now using the Make My Persona Tool .

Why it matters: Having an awesome product is, well, awesome — but it isn't enough. Just as important, there must be a market for it.

This section allows you to dig deeper into your market, which segments you want to target, and why. The "why" here is important, since targeting the right segment is critical for the success and growth of your business.

It's easy to get lost (or overwhelmed) in a sea of endless data. For your business plan, narrow your focus by answering the following questions:

• What is my market? In other words, who are my customers?
• What segments of the market do I want to target?
• What's the size of my target market?
• Is my market likely to grow?
• How can I increase my market share over time?

Example of a Market Analysis

"Jay Street Lounge and Restaurant will target locals who live and work within the Rock Hill Neighborhood and the greater North Side Chicago area. We will also target the tourists who flock to the many tourist attractions and colleges on the North Side.

We will specifically focus on young to middle-aged adults with an income of $40,000 to $80,000 who are looking for an upscale experience. The general demographics of our target market are women between 20 to 50 years old.

A unique and varied Moroccan-American menu, along with our unique upscale atmosphere, differentiates us from competitors in the area. Jay Street will also set itself apart through its commitment to high-quality food, service, design, and atmosphere."

5. Marketing Plan

Unlike the market analysis section, your marketing plan section should be an explanation of the tactical approach to reaching your aforementioned target audience. List your advertising channels, organic marketing methods, messaging, budget, and any relevant promotional tactics.

If your company has a fully fleshed-out marketing plan, you can attach it in the appendix of your business plan. If not, download this free marketing plan template to outline your strategy.

Free Marketing Plan Template

Outline your company's marketing strategy in one simple, coherent plan.

• Pre-Sectioned Template
• Completely Customizable
• Example Prompts
• Professionally Designed

Why it matters: Marketing is what puts your product in front of your customers. It's not just advertising — it's an investment in your business.

Throwing money into random marketing channels is a haphazard approach, which is why it's essential to do the legwork to create a solid marketing plan.

Here's some good news — by this point, you should have a solid understanding of your target market. Now, it's time to determine how you'll reach them.

Example of a Marketing Plan Overview

"Our marketing strategy will focus on three main initiatives:

• Social media marketing. We will grow and expand our Facebook and Instagram following through targeted social media ads.
• Website initiatives. Our website will attract potential visitors by offering updated menus and a calendar of events.
• Promotional events. Jay Street will have one special theme night per week to attract new clients."

6. Sales Plan

It doesn't matter if your sales department is an office full of business development representatives (BDR) or a dozen stores with your products on their shelves.

The point is: All sales plans are different, so you should clearly outline yours here. Common talking points include your:

• Sales team structure, and why this structure was chosen.
• Sales channels.
• Sales tools, software, and resources.
• Prospecting strategy.
• Sales goals and budget.

Like with your marketing plan, it might make sense to attach your completed sales plan to the appendix of your business plan. You can download a template for building your sales plan here .

Why it matters: Among other things, investors are interested in the scalability of your business — which is why growth strategies are a critical part of your business plan.

Your sales plan should describe your plan to attract customers, retain them (if applicable), and, ultimately, grow your business. Be sure to outline what you plan to do given your existing resources and what results you expect from your work.

Example of a Sales Plan Overview

"The most important goal is to ensure financial success for Jay Street Lounge and Restaurant. We believe we can achieve this by offering excellent food, entertainment, and service to our clients.

We are not a low-cost dining option in the area. Instead, the food will have premium pricing to match its upscale feel. The strategy is to give Jay Street a perception of elegance through its food, entertainment, and excellent service."

7. Legal Notes

Your investors may want to know the legal structure of your business, as that could directly impact the risk of their investments. For example, if you're looking for business partners to engage in a non-corporation or LLC partnership, this means they could be on the line for more than their actual investment.

Because this clarification is often needed, explain if you are and/or plan to become a sole proprietor, partnership, corporation, LLC, or other.

You should also outline the steps you have taken (or will need to take) to operate legally. This includes licenses, permits, registrations, and insurance.

The last thing your investor wants to hear after they've sent you a big chunk of change is that you're operating without proper approval from the local, state, or federal government.

Why it matters: The last thing your investor wants to hear after they've sent you a big chunk of change is that you're operating without proper approval from the local, state, or federal government.

Example of Legal Notes

"Jay Street Lounge and Restaurant is up-to-date on all restaurant licenses and health permits. Our business name and logo are registered trademarks, presenting the possibility of expanding locally."

8. Financial Considerations

Ultimately, investors want to know two things:

• When they will earn their money back.
• When they will start seeing returns on their initial investment.

That said, be clear, calculated, and convincing in this section. It should cover:

• Startup costs.
• Sales forecasts for the next several months/quarters.
• Break-even analysis for time and dollars.
• Projected profit and loss (P&L) statement.

Facts and figures are key here, so be as specific as possible with each line item and projection. In addition, explain the "why" behind each of these sections.

However, keep in mind that information overload is a risk, especially when it comes to data. So, if you have pages upon pages of charts and spreadsheets for this section, distill them into a page or two and include the rest of the sheets in the appendix. This section should only focus on key data points.

Why it matters: One of the most important aspects of becoming "investor ready" is knowing your numbers. More importantly, you need to understand how those numbers will enhance your business.

While it's easy to write a number down on paper, it's more important to understand (and communicate) why you need capital, where it's going, and that your evaluation makes sense.

Example of Financial Projections

"Based on our knowledge and experience in the restaurant industry, we have come up with projections for the business.

Starting with an expenditure of $400,000 in year 1, we forecast sales of $1,500,000 and $2,800,000 for years two and three. We expect to achieve a net profit of 15% by year three."

9. Appendix

A detailed and well-developed business plan can range anywhere from 20 to 50 pages, with some even reaching upward of 80.

In many cases, the appendix is the longest section. Why? Because it includes the supportive materials mentioned in previous sections. To avoid disrupting the flow of the business plan with visuals, charts, and spreadsheets, business owners usually add them in the last section, i.e. the appendix.

Aside from what we've already mentioned – marketing plan, sales plan, department budgets, financial documents – you may also want to attach the following in the appendix:

• Marketing materials
• Market research data
• Licensing documentation
• Branding assets
• Floor plans for your location
• Mockups of your product
• Renderings of your office space or location design

Adding these pieces to the appendix enriches the reader's understanding of your business and proves you've put the work into your business plan without distracting from the main points throughout the plan.

Why it matters: An appendix helps the reader do their due diligence. It contains everything they need to support your business plan.

Keep in mind, however, that an appendix is typically necessary only if you're seeking financing or looking to attract business partners.

Use a Business Plan Template to Get Started

Writing a business plan shouldn't be an insurmountable roadblock to starting a business. Unfortunately, for all too many, it is.

That's why we recommend using our free business plan template. Pre-filled with detailed section prompts for all of the topics in this blog post, we're confident this template will get your business plan started in the right direction.

Editor's note: This post was originally published in June 2017 and has been updated for comprehensiveness.

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550+ Business Plan Examples to Launch Your Business

Need help writing your business plan? Explore over 550 industry-specific business plan examples for inspiration.

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View all sample business plans

Example business plan format

Before you start exploring our library of business plan examples, it's worth taking the time to understand the traditional business plan format . You'll find that the plans in this library and most investor-approved business plans will include the following sections:

Executive summary

The executive summary is an overview of your business and your plans. It comes first in your plan and is ideally only one to two pages. You should also plan to write this section last after you've written your full business plan.

Your executive summary should include a summary of the problem you are solving, a description of your product or service, an overview of your target market, a brief description of your team, a summary of your financials, and your funding requirements (if you are raising money).

Products & services

The products & services chapter of your business plan is where the real meat of your plan lives. It includes information about the problem that you're solving, your solution, and any traction that proves that it truly meets the need you identified.

This is your chance to explain why you're in business and that people care about what you offer. It needs to go beyond a simple product or service description and get to the heart of why your business works and benefits your customers.

Market analysis

Conducting a market analysis ensures that you fully understand the market that you're entering and who you'll be selling to. This section is where you will showcase all of the information about your potential customers. You'll cover your target market as well as information about the growth of your market and your industry. Focus on outlining why the market you're entering is viable and creating a realistic persona for your ideal customer base.

Competition

Part of defining your opportunity is determining what your competitive advantage may be. To do this effectively you need to get to know your competitors just as well as your target customers. Every business will have competition, if you don't then you're either in a very young industry or there's a good reason no one is pursuing this specific venture.

To succeed, you want to be sure you know who your competitors are, how they operate, necessary financial benchmarks, and how you're business will be positioned. Start by identifying who your competitors are or will be during your market research. Then leverage competitive analysis tools like the competitive matrix and positioning map to solidify where your business stands in relation to the competition.

Marketing & sales

The marketing and sales plan section of your business plan details how you plan to reach your target market segments. You'll address how you plan on selling to those target markets, what your pricing plan is, and what types of activities and partnerships you need to make your business a success.

The operations section covers the day-to-day workflows for your business to deliver your product or service. What's included here fully depends on the type of business. Typically you can expect to add details on your business location, sourcing and fulfillment, use of technology, and any partnerships or agreements that are in place.

Milestones & metrics

The milestones section is where you lay out strategic milestones to reach your business goals.

A good milestone clearly lays out the parameters of the task at hand and sets expectations for its execution. You'll want to include a description of the task, a proposed due date, who is responsible, and eventually a budget that's attached. You don't need extensive project planning in this section, just key milestones that you want to hit and when you plan to hit them.

You should also discuss key metrics, which are the numbers you will track to determine your success. Some common data points worth tracking include conversion rates, customer acquisition costs, profit, etc.

Company & team

Use this section to describe your current team and who you need to hire. If you intend to pursue funding, you'll need to highlight the relevant experience of your team members. Basically, this is where you prove that this is the right team to successfully start and grow the business. You will also need to provide a quick overview of your legal structure and history if you're already up and running.

Financial projections

Your financial plan should include a sales and revenue forecast, profit and loss statement, cash flow statement, and a balance sheet. You may not have established financials of any kind at this stage. Not to worry, rather than getting all of the details ironed out, focus on making projections and strategic forecasts for your business. You can always update your financial statements as you begin operations and start bringing in actual accounting data.

Now, if you intend to pitch to investors or submit a loan application, you'll also need a "use of funds" report in this section. This outlines how you intend to leverage any funding for your business and how much you're looking to acquire. Like the rest of your financials, this can always be updated later on.

The appendix isn't a required element of your business plan. However, it is a useful place to add any charts, tables, definitions, legal notes, or other critical information that supports your plan. These are often lengthier or out-of-place information that simply didn't work naturally into the structure of your plan. You'll notice that in these business plan examples, the appendix mainly includes extended financial statements.

Types of business plans explained

While all business plans cover similar categories, the style and function fully depend on how you intend to use your plan. To get the most out of your plan, it's best to find a format that suits your needs. Here are a few common business plan types worth considering.

Traditional business plan

The tried-and-true traditional business plan is a formal document meant to be used for external purposes. Typically this is the type of plan you'll need when applying for funding or pitching to investors. It can also be used when training or hiring employees, working with vendors, or in any other situation where the full details of your business must be understood by another individual.

Business model canvas

The business model canvas is a one-page template designed to demystify the business planning process. It removes the need for a traditional, copy-heavy business plan, in favor of a single-page outline that can help you and outside parties better explore your business idea.

The structure ditches a linear format in favor of a cell-based template. It encourages you to build connections between every element of your business. It's faster to write out and update, and much easier for you, your team, and anyone else to visualize your business operations.

One-page business plan

The true middle ground between the business model canvas and a traditional business plan is the one-page business plan . This format is a simplified version of the traditional plan that focuses on the core aspects of your business.

By starting with a one-page plan , you give yourself a minimal document to build from. You'll typically stick with bullet points and single sentences making it much easier to elaborate or expand sections into a longer-form business plan.

Growth planning

Growth planning is more than a specific type of business plan. It's a methodology. It takes the simplicity and styling of the one-page business plan and turns it into a process for you to continuously plan, forecast, review, and refine based on your performance.

It holds all of the benefits of the single-page plan, including the potential to complete it in as little as 27 minutes . However, it's even easier to convert into a more detailed plan thanks to how heavily it's tied to your financials. The overall goal of growth planning isn't to just produce documents that you use once and shelve. Instead, the growth planning process helps you build a healthier company that thrives in times of growth and remain stable through times of crisis.

It's faster, keeps your plan concise, and ensures that your plan is always up-to-date.

Download a free sample business plan template

Ready to start writing your own plan but aren't sure where to start? Download our free business plan template that's been updated for 2024.

This simple, modern, investor-approved business plan template is designed to make planning easy. It's a proven format that has helped over 1 million businesses write business plans for bank loans, funding pitches, business expansion, and even business sales. It includes additional instructions for how to write each section and is formatted to be SBA-lender approved. All you need to do is fill in the blanks.

How to use an example business plan to help you write your own

How do you know what elements need to be included in your business plan, especially if you've never written one before? Looking at examples can help you visualize what a full, traditional plan looks like, so you know what you're aiming for before you get started. Here's how to get the most out of a sample business plan.

Choose a business plan example from a similar type of company

You don't need to find an example business plan that's an exact fit for your business. Your business location, target market, and even your particular product or service may not match up exactly with the plans in our gallery. But, you don't need an exact match for it to be helpful. Instead, look for a plan that's related to the type of business you're starting.

For example, if you want to start a vegetarian restaurant, a plan for a steakhouse can be a great match. While the specifics of your actual startup will differ, the elements you'd want to include in your restaurant's business plan are likely to be very similar.

Use a business plan example as a guide

Every startup and small business is unique, so you'll want to avoid copying an example business plan word for word. It just won't be as helpful, since each business is unique. You want your plan to be a useful tool for starting a business —and getting funding if you need it.

One of the key benefits of writing a business plan is simply going through the process. When you sit down to write, you'll naturally think through important pieces, like your startup costs, your target market , and any market analysis or research you'll need to do to be successful.

You'll also look at where you stand among your competition (and everyone has competition), and lay out your goals and the milestones you'll need to meet. Looking at an example business plan's financials section can be helpful because you can see what should be included, but take them with a grain of salt. Don't assume that financial projections for a sample company will fit your own small business.

If you're looking for more resources to help you get started, our business planning guide is a good place to start. You can also download our free business plan template .

Think of business planning as a process, instead of a document

Think about business planning as something you do often , rather than a document you create once and never look at again. If you take the time to write a plan that really fits your own company, it will be a better, more useful tool to grow your business. It should also make it easier to share your vision and strategy so everyone on your team is on the same page.

Adjust your plan regularly to use it as a business management tool

Keep in mind that businesses that use their plan as a management tool to help run their business grow 30 percent faster than those businesses that don't. For that to be true for your company, you'll think of a part of your business planning process as tracking your actual results against your financial forecast on a regular basis.

If things are going well, your plan will help you think about how you can re-invest in your business. If you find that you're not meeting goals, you might need to adjust your budgets or your sales forecast. Either way, tracking your progress compared to your plan can help you adjust quickly when you identify challenges and opportunities—it's one of the most powerful things you can do to grow your business.

Prepare to pitch your business

If you're planning to pitch your business to investors or seek out any funding, you'll need a pitch deck to accompany your business plan. A pitch deck is designed to inform people about your business. You want your pitch deck to be short and easy to follow, so it's best to keep your presentation under 20 slides.

Your pitch deck and pitch presentation are likely some of the first things that an investor will see to learn more about your company. So, you need to be informative and pique their interest. Luckily, just like you can leverage an example business plan template to write your plan, we also have a gallery of over 50 pitch decks for you to reference.

With this gallery, you have the option to view specific industry pitches or get inspired by real-world pitch deck examples.

Ready to get started?

Now that you know how to use an example business plan to help you write a plan for your business, it's time to find the right one.

Use the search bar below to get started and find the right match for your business idea.

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Free Business Plan Templates in Excel

By Joe Weller | September 27, 2020

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In this article, we’ve rounded up an extensive list of free business plan templates and samples for organizations of all sizes. You can download all of the plans in Excel. 

Included on this page, you’ll find business plan templates in Excel , business plan checklists in Excel , business plan financial templates in Excel , and more.

Business Plan Templates in Excel

These Excel business plan templates are designed to guide you through each step of a well-rounded strategy that supports your marketing, sales, financial, and operational goals.

Business Plan Template in Excel

This Excel business plan template has all the traditional components of a standard business plan, with each section divided into tabs. This template includes space to provide the executive summary, target audience characteristics, product or service offering details, marketing strategies, and more. The plan also offers built-in formulas to complete calculations for sales forecasting, financial statements, and key business ratios.

Download Business Plan Template

Excel | Smartsheet

One-Page Business Plan in Excel

To check the feasibility of your business concept, use this single-page business plan template. The template allows you to jot down the core details related to your idea. This template also includes room for you to provide concise information about what you do, how you do it, why you do it, who your idea serves, your competitive advantage, your marketing strategies, and your success factors. At the bottom of this one-page plan, you’ll find a table to conduct a SWOT (strengths, weaknesses, opportunities, and threats) analysis. Find more downloadable single-page plans and examples at “ One-Page Business Plan Templates with a Quick How-To Guide .”

Download One-Page Business Plan

Excel | Word | PDF | Smartsheet

Sample 30-60-90-Day Business Plan for Startup in Excel

This 90-day business plan is designed for startup companies to develop a 90-day action plan. This template gives you room to outline the following: main goals and deliverables for each 30-day increment; key business activities; task ownership; and deadlines. This template also includes a built-in Gantt chart that adjusts as you enter dates. Visit “ 30-60-90-Day Business Plan Templates and Samples ” to download more free plans.

Download 30-60-90-Day Business Plan for Startup

For more free business plans in a wider variety of formats, visit “ Simple Business Plan Templates .”

Business Plan Checklists in Excel

These business plan checklists are useful for freelancers, entrepreneurs, and business owners who want to organize and track the progress of key business activities.

Business Planning Checklist with Timeline in Excel

Use this checklist to keep your business planning efforts on track. This template enables you to add tasks according to each phase of your plan, assign an owner to each task, and enter the respective start and end dates. The checklist also enables you to create and color-code a visual timeline when you highlight the start and end dates for each task.

Download Business Planning Checklist with Timeline Template

Business Plan Checklist with SWOT Analysis in Excel

Use this business plan checklist to develop and organize your strategic plan. Add the name of the business activity, along with its status, due date, and pertinent notes. This template also includes a separate tab with a SWOT analysis matrix, so you can evaluate and prioritize your company’s strengths, weaknesses, opportunities, and threats.

Download Business Plan Checklist with SWOT Analysis - Excel

Business Startup Checklist in Excel

This checklist template is ideal for startup organizations. It allows you to list and categorize key tasks that you need to complete, including items related to research, strategic relationships, finance, development, and more. Check off each task upon completion to ensure you haven’t missed or overlooked any important business activities. Find additional resources by visiting “ Free Startup Plan, Budget & Cost Templates .”

‌Download Business Startup Checklist Template

Business Plan Financial Templates in Excel

Use these customizable templates to develop your organization’s financial plan.

Business Startup Costs Template in Excel

Use this template to estimate and track your startup and operational costs. This template gives you room to list line items for both funding and expenses; you can automatically calculate totals using the built-in formulas. To avoid overspending, compare budgeted amounts against actual amounts to determine where you can cut costs or find additional funding.

Download Business Startup Costs Template

Small-Business Budget Template in Excel

This simple business budget template is designed with small businesses in mind. The template helps you track the income and expenses that you accrue on a monthly and yearly basis. To log your cash balances and transactions for a given time frame, use the tab for cash flow recording.

Download Small-Business Budget Template - Excel

Startup Financial Statement Projections Template

This financial statement projections template includes a detailed profit and loss statement (or income statement), a balance sheet with business ratios, and a cash flow statement to analyze your company’s current and future financial position. This template also comes with built-in formulas, so you can calculate totals as you enter values and customize your statement to fit the needs of your business.

‌ Download Startup Financial Statement Projections Template

For additional templates to help you produce a sound financial plan, visit “ Free Financial Templates for a Business Plan .”

Business Plan Marketing and Sales Templates in Excel

Use these downloadable templates to support and reinforce the marketing and sales objectives in your business plan.

Sales Forecast Template in Excel

This sales forecast template allows you to view the projected sales of your products or services at both individual and combined levels over a 12-month period. You can organize this template by department, product group, customer type, and other helpful categories. The template has built-in formulas to calculate monthly and yearly sales totals. For additional resources to project sales, visit “ Free Sales Forecasting Templates .”

Download Sales Forecast Template

Marketing Budget Plan in Excel

This marketing budget plan template helps you organize and plan your campaign costs for key marketing activities, such as market research, advertising, content marketing , and public relations. Enter the projected quantity and cost under each campaign category; the built-in formulas enable you to calculate projected subtotals automatically. This template also includes a graph that auto-populates as you enter values, so you can see where your marketing dollars are going.

Download Marketing Budget Plan Template

Other Business Plans in Excel

Use these business plan templates to conduct analyses and develop a plan of action that aligns your strategy with your main business objectives.

Business Action Plan Template in Excel

Use this basic action plan template to develop a roadmap for reaching your goals. Add a description of each action item, assign the responsible party, and list the required resources, potential hazards, key dates, and desired outcome. You can use this template to develop an action plan for marketing, sales, program development, and more. 

Download Business Action Plan Template

Business Plan Rubric in Excel

Once you complete your business plan, use this rubric template to score each section to ensure you include all the essential information. You can customize this rubric to fit the needs of your organization and provide insight into the areas of your plan where you want to delve more deeply or remove unnecessary details. By following these steps, you can make certain that your final business plan is clear, concise, and thorough.

Download Simple Business Plan Rubric

Competitive Analysis Template in Excel

This template enables you to analyze the competitive landscape and industry for your business. By providing details related to your company and competitors, you can assess and compare all key areas, including the target market, marketing strategies, product or service offerings, distribution channels, and more.

Download Competitive Analysis Template

Excel  | Smartsheet

For additional free templates for all aspects of your business, visit “ Free Business Templates for Organizations of All Sizes .”

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Powerful business plan templates

Plan for the future, no matter what your business plans are or the size of your business with these designs and templates. whether it's just one big project or an entire organization's worth of dreams, these templates will keep you and your company on track from ideation to completion..

Put your ideas to work with simple templates for every business plan

Every successful business took a lot of planning to get there, and these templates will be cornerstones of your future success. 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. These templates can become marketing assets or simply remain internal touchpoints for your team. And as your dreams change, you'll always have this template to refer to – it's easy to change what exists on paper. If you're a small business, focusing on your niche can help you dominate in your field, and you can forge a plan to figure out exactly what that niche might be and how to target your ideal customer . When it's time to share your vision with stakeholders, craft a presentation that outlines your plan succinctly and with style. Let these templates from Microsoft Designer be your partner in business strategy for years to come.

13 Free Business Plan Powerpoint Templates To Get Now

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By Iveta Pavlova

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4 years ago

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Are you looking for business plan PowerPoint templates to grab right away and blow your audience away? In this selection, we’ve gathered 12 modern and completely free business plan PowerPoint templates designed according to the latest trends . The templates include everything you need in order to impress your potential partners with your business planning. They are easily editable, certainly memorable, and completely free to download.

You may also be interested in The Best Free PowerPoint Templates to Download in 2022

1. Strategic Business Free Powerpoint Template

An attractive template for Powerpoint made to help you present your business plan and strategies. The template comes with 25 handy slides that can be edited according to your needs. Plus, you have over a hundred business icons and high-quality vector graphics to depict your concepts and ideas.

• 25 different slides
• PPT file format
• 16:9 aspect ratio
• 100 business icons and high-quality vector graphics

2. Voodoo 2.5 Free Powerpoint Template with Animations

• 10 slides in the free version: 5 presentation slides and 5 infographic slides
• a modern, clean business design with smooth animations
• fully editable graphic elements and free fonts
• includes a dark version, as well

3. Investment Business Plan Template for Google Slides & Powerpoint

A minimalist business plan Powerpoint template made in a modern style and a classy grayscale color theme. The template includes 30 different slides with super useful layouts. Pretty much, you’ve got all you need to present your business overview, market analysis and competition, marketing, management, operating, and financial plans, and more.

• 30 different slides for various purposes
• 16:9 widescreen format
• compatible with PowerPoint and Google Slides
• graphics, maps, and over 1000 icons
• attribution is required (in the final slide)

4. Insurance Business Plan Template for Google Slides & Powerpoint

A business plan presentation template is available with versions for PowerPoint and Google Slides. This template is made in a modern corporate style and is suitable for serious topics. With 30 different templates and customizable assets, you can easily include your business overview, present your sales, management, and financial plans, and more.

• 30 slides in a modern corporate style
• PowerPoint and Google Slides compatibility
• graphics, maps, and 1000+ icons for customization

5. Clean Corporate Biz Free Powerpoint Template

A clean Powerpoint template with 10 different slides for professional business presentations. In this short template, you will find all you need to present your business objectives, business plan, key features, and more. Loaded with useful graphs and charts, you will easily visualize your data, as well.

• 10 unique slides with a corporate feel
• 16:9 widescreen layout
• includes charts, graphs, maps, and more

6. A Free PowerPoint Template “Investor”

• a professional corporate design
• 15 free slides in 16:9 widescreen aspect ratio

7. Marketing Plan Free Powerpoint Template

A tastefully prepared business-themed presentation template for Powerpoint in a blue-and-green color scheme. This template is available in two aspect ratios: 4:3 and 16:9. It also contains useful data visualization tools like charts, graphs, tables, and more.

• 26 business-themed slides
• 4:3 and 16:9 aspect ratios
• includes tables, flowcharts, graphs, and more

8. Business Idea Free Powerpoint Template

A rich business plan template consisting of 31 unique and useful slides. The design is available in 27 color schemes, so you can customize it according to your brand. You will find all kinds of charts, graphs, infographic slides, SWOT analysis slides, and more useful content.

• 31 useful slides
• 27 color options

9. “Nook” Minimalist Pitch Deck Powerpoint Template

This template will allow you to make a quick overview of your company and business plan. With 12 attractively designed slides, made in a gold, white, and black color scheme, you will definitely impress with style and modern vision. Easy to edit with high-quality vector graphics included.

• 12 different slides with modern designs

10. Free Simple Business Plan Presentation Template

A simple and practical business plan template suitable for presentations in most PowerPoint versions, Keynote, and Google Slides. The 8 slides included are designed to be useful and effective in presenting your company data. You will find high-quality vector shapes, diagrams, charts, and infographics. The slides are versatile and can serve various purposes.

• 8 slides that can be edited easily
• compatible with PowerPoint, Keynote, Google Slides
• design with modern gradients
• free to download (requires your email)

11. Free ‘Xe’ PowerPoint Modern Business Minimal Template

• 42 unique free slides with a modern, relaxing design
• includes animations, transitions, and video placeholders
• PPTX file format

12. Free Modern Business Powerpoint Template

A two-color design choice of light or dark including charts, maps, diagrams, and other useful slides for multipurpose presentations. a smooth, consistent, well-ordered look.

• Resolution – High 16:9
• Number of slides – 2 color versions of 34
• Color themes – white/light blue or dark/blue

13. Corporate Presentation Free Template

Clean and classic design suitable for presenting your business. The pack has 85 different slides for you to customize and adapt to your brand.

• Auto-animated
• Font file included

That’s all!

Fingers crossed that this collection helped you find the right free business plan Powerpoint tutorial for your needs. With their modern design and fully editable content, you are on the way to success for sure.

Would you like to browse even more freebies? Check out these suggestions:

The Best Minimalist Powerpoint Templates for Free Download

• Top Resume Powerpoint Templates to Help You Stand Out
• The Best Free Infographic Templates in 2022 for Every Software

Premium: MultiSplash PowerPoint Templates

A professionally designed PowerPoint template with 77 slides for every type of presentation – report, marketing, educational, product introduction, plans, and more.

• 77 multipurpose presentation slides
• 120 Icons and illustrations included

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Iveta Pavlova

Iveta is a passionate writer at GraphicMama who has been writing for the brand ever since the blog was launched. She keeps her focus on inspiring people and giving insight on topics like graphic design, illustrations, education, business, marketing, and more.

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Kostenlose Businessplan-Vorlage und -Muster nutzen sowie Businessplan-Beispiele lesen

Unser Businessplan-Muster dient zur Orientierung, wie das Geschäftskonzept für Ihr Unternehmen aussehen kann. Direkt erstellen können Sie den Businessplan mit unserer Businessplan-Vorlage kostenlos, die als Word und PDF zum Download oder auch digital für Ihr Gründungskonzept zur Verfügung steht. 

Inspiration bietet ein Businessplan-Beispiel . Wir haben fertige Businessplan-Beispiele als PDF inkl. Finanzplan aus unterschiedlichen Branchen (u. a. Handwerk und Gastronomie) zum kostenlosen Download vorbereitet. 

Von René Klein Chefredakteur

René Klein verantwortet als Chefredakteur seit über 10 Jahren die Inhalte auf dem Portal und aller Publikationen von Für-Gründer.de. Er ist regelmäßig Gesprächspartner in anderen Medien und verfasst zahlreiche externe Fachbeiträge zu Gründungsthemen. Vor seiner Zeit als Chefredakteur und Mitgründer von Für-Gründer.de hat er börsennotierte Unternehmen im Bereich Finanzmarktkommunikation beraten.

Businessplan schreiben: Gliederung, Leitfragen und Beispiel inklusive. Ebenso ein Beispiel für die Gründerperson, ein Muster für die Umsatzplanung und eine Excutive Summary.

Businessplan-Gliederung und Erklärungen einzelner Kapitel als Word-Datei. Die Businessplan Word Vorlage enthält auch Hinweise zum Finanzplan.

  | Businessplan-Muster für das Geschäftskonzept

Damit Gründer nicht mit einem leeren Blatt Papier starten müssen, haben wir ein Businessplan-Muster entwickelt. Das Geschäftsplan-Muster zeigt, wie der Businessplan für die Selbstständigkeit aufgebaut und was enthalten sein sollte, damit das Firmenkonzept bei Banken (Stichwort bankfähig) oder der Arbeitsagentur gut angekommt. Was das Businessplan-Muster bietet, zeigt der Businesslan-Muster Aufbau:

• Businessplan-Deckblatt Vorlage
• Komplettes Inhaltsverzeichnis und Kapitelstruktur (u.a. Gründerperson, Marktanalyse, Marketing-Beispiel, SWOT, Finanzplan)
• Übersicht zu Kapitelinhalten und Links zu vertiefenden Informationen
• Professionelles Layout & Design-Vorlage

Das Businessplan-Muster PDF ist kostenlos und kann ganz einfach für Ihr Firmen- und Unternehmenskonzept genutzt werden. Bevor Sie das Businessplan-Muster kostenlos herunterladen können, stellen wir die Gliederung vor:

Gliederung für den Muster-Businessplan

Wer im Internet nach Businessplänen-Mustern sucht, findet viele verschiedene Gliederungen. Die nachfolgende Gliederung haben wir mit Kapitalgebern, Gründerberatern und aus Gesprächen mit zahlreichen Gründern in den vergangenen Jahren entwickelt.

Wie Sie im Businessplan-Muster sehen, hängt der Umfang des Geschäftsplans von der jeweiligen Gründung ab. Dabei spielen die Komplexität des Vorhabens und die Branche eine wichtige Rolle. Nehmen Sie sich bei der Erstellung des Planwerks genügend Zeit - ein paar Wochen können für das Schreiben durchaus angebracht sein. Der Geschäftsplan ist nicht nur die Grundlage für die Gründung, sondern auch für die ersten drei Jahre der Selbstständigkeit. Noch mehr Details zu jedem Gliederungspunkt finden Sie auf der Seite Businessplan-Gliederung .

Businessplan-Muster PDF kostenlos

Tipp: Businessplan-Muster richtig einsetzen

Es gibt zwar nicht das "eine" Businessplan-Muster. Doch es lohnt sich bei der Businessplanerstellung an einem etablierten Standard festzuhalten. So finden sich bspw. Kapitalgeber schnell im Geschäftsplan zu recht.

Sie können ein Businessplan-Muster als Grundlage verwenden, wenn Sie den persönlichen, auf Ihre Geschäftsidee angepassten, Businessplan schreiben. Sei es als Vorlage für den Gründungszuschuss oder für die Bank. Wir raten dazu, die Planung auf jeden Fall selbst zu erstellen - Ihre Geschäftsidee ist einzigartig und das sollte im Businessplan berücksichtigt werden! Es spricht jedoch grundsätzlich nichts dagegen, ein Businessplan-Beispiel bzw. ein Businessplan-Muster (von Für-Gründer.de oder von der IHK) vor der Erstellung ihres eigenen Geschäftsplans durchzulesen.

Wir haben eine Reihe an Vorlagen und Tools entwickelt, die Gründer und Selbstständige kostenfrei nutzen können. Neben dem digitalen Businessplan-Tool , mit dem Sie Schritt für Schritt einen professionellen Businessplan erstellen, haben wir z.B. ein Finanzplan Tool entwickelt, ein Tool für die Konkurrenzanalyse , für die Preiskalkulation sowie ein Tool für die SWOT Analyse .

  | Businessplan erstellen per Vorlage

Die Businessplan-Vorlage im Word-Format ist weiterhin eine beliebte Starthilfe für die Businessplanerstellung. Im Netz gibt es die Word-Vorlage in unterschiedlichsten Varianten zum kostenfreien (u.a. eine IHK Businessplan-Vorlage, ein KfW Businessplan-Muster) oder kostenpflichtigen Download.

Eine Vorlage für den Businessplan aus dem Internet zeichnet sich durch einige Vorteile aus. Hat aber auch Nachteile:

• Hilfreicher Ausgangspunkt
• Einfach zu bedienen
• Formatierungsaufwand
• Schlechte Teamfähigkeit, Versionierungschaos
• Integration des Finanzplans schwierig
• Je nach Anbieter nicht aktuell

Auf Für-Gründer.de bieten wir die Vorlage mit allen wichtigen Kapitel und Detailinformationen kostenlos an. 

Tipp: Businessplansoftware statt Word nutzen

Der Trend geht von der Word-Vorlage eindeutig in Richtung Businessplansoftware . Diese digitale Businessplan-Vorlage bietet gegenüber Word zahlreiche Vorteile. Unsere Lösung für den Online-Businessplan finden Sie in unserer Software-Lösung Unternehmerheld. Die Businessplan-Vorlage können Sie kostenfrei nutzen. Enthalten ist ein Inhaltsverzeichnis, das alle relevanten Bereiche des Geschäftsplans enthält. Zu jedem Punkt finden Sie mit einem Klick Leitfragen und Beispiele, die Ihnen Schritt für Schritt aufzeigen, welche Inhalte in der Planung für das Firmenkonzept nicht fehlen dürfen.

Kostenfrei starten mit dem Businessplan-Tool im Unternehmerheld

Für den Unternehmerheld können Sie sich kostenfrei registrieren und anhand von wertvollen Leitfragen und Praxis-Beispielen Ihren Geschäftsplan erstellen. Sie profitieren außerdem von folgenden Aspekten:

Übersichtlich, kostenfrei, sicher: Wenn Sie die digitale Businessplan-Vorlage in der Onlinelösung Unternehmerheld nutzen, profitieren Sie von mehr Übersichtlichkeit. Die Nutzung der Businessplan-Vorlage ist kostenfrei - dabei garantieren wir strengen Datenschutz.

Einfache Zusammenarbeit im Team: Über die Teamfunktion in unserem Unternehmerheld können Sie Mitgründer, Berater sowie weitere Vertraute dazu einladen, gemeinsam an Ihrem Geschäftsplan zu feilen. Ob Lesen, Kommentieren oder Bearbeiten – die individuellen Benutzerrechte liegen ganz in Ihrer Hand.

Druckfähig & exportierbar: Wenn Sie Ihren Businessplan mit der Onlinelösung Unternehmerheld fertiggestellt haben, können Sie diesen als PDF-Dokument herunterladen.

Businessplan-Tool kostenfrei nutzen

  | Business- und Finanzplan-Beispiele: Branchen-Pakete zum Download

Bevor Sie als Gründer oder Selbstständiger bei Ihrer Hausbank einen Kredit beantragen, müssen Sie einen Businessplan für die Bank erstellen. Sonst gibt es in der Regel kein Darlehen. Nutzen Sie am besten eine Businessplan-Vorlage. Diese hilft bei der Strukturierung des Inhaltes und stellt eine gute Grundlage für den eigenen Geschäftsplan dar.

Je nach Branche sind besondere Aspekte zu beachten, die in einer allgemeinen Businessplan-Vorlage oft nicht zu finden sind. Daher empfiehlt es sich, beim Schreiben des Geschäftsplans auch eine beispielhafte Businessplan-Vorlage aus der jeweiligen Branche als Hilfsmittel zu nutzen. Ein solches Businessplan-Muster gibt nicht nur die Strukturierung vor, sondern liefert auch branchenspezifische Inhalte. Ob Sie nun im Einzelhandel, in der Gastronomie oder mit einem Onlineshop gründen – wir bieten Ihnen nachfolgend einen Überblick über die die wichtigsten Branchen und verweisen jeweils auf tiefergehende Informationen sowie fertige Businessplan-Beispiele als PDF zum Download.

Damit Sie sich einen Eindruck über Business- und Finanzpläne Ihrer Branche verschaffen können, haben wir Ihnen unsere vom Unternehmensberater geprüften Geschäftsplane mit Finanzteil als branchenspezifische Pakete zusammengeschnürt. So haben Sie alle wichtigen Informationen in einem Dokument.

Jedes Dokument beinhaltet unsere Business- sowie die Finanzpläne für verschiedene Geschäftsideen aus der Branche.

Businessplan-Beispiele inkl. Finanzplan für Handel (stationär & online)

Unser Business- und Finanzplan-Paket "Handel" beinhaltet vier typische Geschäftsmodelle, an denen Gründer sich orientieren können, wenn sie ihren eigenen Businessplan schreiben.

• Fahrradshop inkl. Gründerperson, Marktanalyse, Meilensteine
• Frischemarkt inkl. Marketing-Beispiel, Unternehmensziele, Investitionsplan
• Brautmoden inkl. Executive Summary, Umsatzplanung, Vertrieb
• Onlineshop inkl. Finanzplan, Gründerperson, Geschäftskonzept

Jetzt herunterladen

Häufige Fragen

Wenn Sie eine Existenzgründung im Einzelhandel planen ( Leitfaden Laden eröffnen ), dann helfen unsere Businessplan-Beispiele aus dem Einzelhandel. Dazu gehören bspw. ein Fahrradgeschäft und ein Lebensmittelladen. Diese enthalten neben den allgemeinen Informationen viele wichtige Punkte, auf die Sie in einem Businessplan für den Einzelhandel besonders eingehen sollten. So spielt die Standortwahl beispielsweise eine große Rolle. Außerdem geht unser Muster-Businessplan für den Einzelhandel auf die handelsspezifischen Marketinginstrumente ein, erläutert die Kalkulation Ihrer Verkaufspreise und hilft bei der Berechnung des benötigten Startkapitals – inklusive der Startkosten für den erstmaligen Warenbestand.

Unser Businessplan-Muster PDF für einen Onlineshop unterscheidet sich in einigen Punkten zu den Businessplan-Beispielen für den stationären Einzelhandel. Bei einem Onlineshop spielt die Wahl des Standorts nämlich keine Rolle. Wollen Sie einen  Onlineshop eröffnen , ist für Sie der Aspekt Marketing zentral. Wie wollen Sie inmitten der Masse der bestehenden Onlineshops Sichtbarkeit generieren? Zudem können Ihre Kunden im Gegensatz zum stationären Handel nicht über Ihren Onlineshop "stolpern".

Alle Businessplan-Beispiele wurden mit unserer Businessplansoftware erstellt. Nutzen Sie diese kostenfrei.

Businessplan-Beispiele mit Finanzplan für Dienstleister

In unserem Finanz- und Businessplan-Paket "Diensteister" finden Sie zwei Beispiele für Geschäftsmodelle in der Service-Branche. An diesen können Sie sich orientieren, wenn Sie in der Dienstleistungsbranche gründen wollen und noch Inspiration benötigen:

• Unternehmensberater inkl. Gründerpersion, Marktanalyse und Marketing-Beispiel
• Fitnessstudio inkl. Finanzplan-Beispiel, Executive Summary, Meilensteine
• Fotograf inkl. Markt- und Konkurrenzanalyse, Finanzplan und Gründerperson
• Hochzeitsplaner inkl. Wettbewerbsbetrachtung, Marketing & Finanzplan

Als Dienstleister sind andere Dinge wichtig für den Businessplan als in anderen Branchen, ganz unabhängig davon, ob Sie Freiberufler sind oder nicht. Im Falle unserer Businessplan-Beispiele für stationäre Dienstleistungen kommen dazu noch Standort-Aspekte hinzu. Dienstleister sollten auf jeden Fall ihr Leistungsangebot in den Fokus des Businessplans stellen, wie in unserem Businessplan-Muster für Unternehmensberater dargestellt.

Finanz- und Businessplan-Beispiele für die Gastronomie

Mit unserem Starter-Paket für Gründer erhalten Sie ein realitätsnahes Business- und Finanzplan-Beispiel eines französischen Restaurants. Anhand von diesem können Sie alle Detailaspekte, die ein Gastro-Businessplan benötigt, eingehend betrachten und sich frische Ideen für Ihren eigenen Businessplan holen.

• Businessplan-Beispiel Restaurant inkl. Investitionsplan, Executive Summary, Gründerperson

Ein Restaurant eröffnen , eine Bar oder ein Café zu gründen  mag unkompliziert klingen, wird jedoch nur mit einem durchdachten Gastronomie-Businessplan ein richtiger Erfolg. Ein guter Beispiel-Businessplan für die Gastronomie beantwortet die Frage nach der Standortwahl und geht insbesondere auf die Zielgruppen-Definition ein. Denn je nach Zielgruppe müssen die Inneneinrichtung, die Produktauswahl und die Preise gestaltet werden. Außerdem sollte die Kundenbindung ein wichtiger Aspekt der Planung sein. Unsere fertigen Businessplan-Muster für die Gastronomie decken all dies ab.

Businessplan-Beispiele für Handwerker

Unser Businessplan-Muster "Handwerk" enthält Beispiele zweier Businesspläne mit Finanzteil. Wenn Sie sich als Handwerker selbstständig machen möchten, empfehlen wir, einen Blick darauf zu werfen. So gewinnen Sie einen Eindruck, wie der Businessplan für diese Branche aussehen muss und welche Inhalte nicht fehlen dürfen.

• Büromöbel-Manufaktur inkl. Marktanalyse, Unternehmensziele, Umsatzplanung
• Kinderfriseur inkl. Liquiditätsplanung, Meilensteine, Gründerpersonen

Unser Businessplan-Muster fürs Handwerk enthält auch diejenigen Punkte, die individuell für eine Gründung im Handwerk bezeichnend sind (Leitfäden Friseursalon eröffnen , Bäckerei eröffnen ). Dazu gehören beispielsweise die Zugangsvoraussetzungen, wie etwa die Meisterprüfung oder die Besonderheiten bei der Preiskalkulation im Handwerk. Außerdem werden in unserem Beispiel- Geschäftsplanplan fürs Handwerk die besonderen rechtlichen Rahmenbedingungen sowie der Schutz durch Versicherungen angesprochen.

Noch mehr Branchen-Tipps für Ihren Businessplan

• Einzelhandel
• Freiberufler
• Gastronomie

Sie möchten einen professionellen Businessplan erstellen?

Mit unserer kostenfreien Online-Lösung Unternehmerheld erstellen Sie Ihren professionellen Geschäftsplan ganz schnell und einfach online - inklusive interaktiver Businessplanvorlage, 1 Businessplan-Beispiel, Leitfragen, Teamfunktionalität und und und...!

Jetzt kostenfrei Businessplan-Tool nutzen

  | Weitere Excel-Tools für verschiedene Businessplan-Kapitel

Damit Sie die einzelnen Kapitel der Businessplan-Vorlage aussagekräftig bearbeiten können, haben wir für Gründer zahlreiche Tools auf Excel-Basis entwickelt. Diese können Sie kostenfrei nutzen und die Ergebnisse per Screenshot in Ihren Geschäftsplan integrieren.

Vergleichen Sie Standorte und finden den passenden für Ihr Geschäft!

Legen Sie die optimale Positionierung Ihres Angebots fest. 

Bestimmen Sie das optimale Preis-Leistungsverhältnis.

Noch mehr kostenfreie Excel-Tools

Zur Unterstützung der Arbeit mit einer Businessplan-Vorlage stellen wir weitere Tools auf Excel-Basis zur Verfügung.

• SWOT Analyse
• Gründungskosten
• Konkurrenzanalyse
• Umsatzpotenzial
• Marktanteilsberechnung
• Marketingbudget

Mit dem kostenlosen Businessplan-Tool von Unternehmerheld schreiben Sie einen Geschäftsplan ganz einfach und unkompliziert online. Am Ende können Sie Ihren bankfähigen Businessplandokument einfach als PDF downloaden.

  | Offene Fragen

Eine Businessplan-Vorlage ist eine Hilfe, einen Geschäftsplan zu erstellen. Das Businessplan-Muster gibt sämtliche Kapitel vor, der der Gründer einfach ausfüllen kann. Die Businessplan-Vorlage von Für-Gründer.de stellt zusätzlich umfangreiche Informationen zur Texterstellung zur Verfügung und ist damit als Muster für den Gründungszuschuss oder die Bank geeignet. Eine Word-Vorlage für den Businessplan ist aber kein fertiger Businessplan, sondern sollte stets individuell auf das eigene Geschäftskonzept angepasst werden.

Businessplan-Muster bzw. Businessplan-Vorlagen gibt es bei Jobcentern der Arbeitsagentur, bei örtlichen IHKs oder auch bei Förderbanken wie der KfW. In der Regel handelt es sich hier um statische Vorlagen, die teils mehrere Jahre alt sind. Der Trend geht weg von reinen Mustern zur dynamischen Businessplansoftware, wie sie der Unternehmerheld bietet.

Die beste Businessplan-Vorlage ist die, mit der der Gründer einen Businessplan erstellt, der zu einer erfolgreichen Finanzierung führt. Sie sollte gut bedienbar sein, sowie mit Leitfragen zu jedem Kapital Hilfe und Inspiration bei der Erstellung liefert. Idealerweise bindet die Vorlage auch gleich den Finanzplan ein, der letzten Endes über die Finanzierung entscheidet. Ideal für die Erstellung ist interaktives Online-Businessplantool, mit dem der Gründer viel Zeit spart.

Es gibt statische Vorlagen, die Gründer als Word-Datei, PDF im Web herunterladen können. Und es gibt interaktive Businessplan-Vorlagen. Sie werden als Online-Businessplan benutzt und bieten interaktive Hilfen beim Erstellen der einzelnen Businessplan-Kapitel. Auch die Fertigstellung und Formatierung des Businessplans erfolgt automatisch. Das Businessplan-Tool "Unternehmerheld" ist so eine interaktive Businessplan-Vorlage.

Ein Musterbeispiel hilft als Anregung und Anschauungsmaterial. Hilfreich sind beispielsweise Businessplan-Beispiele für bestimmte Branchen (Gastronomie, Handwerk, Dienstleistungen). Damit bekommt der Gründer häufig bereits erste Informationen zu allgemeinen Marktdaten und wichtigen Erfolgsfaktoren einer Branche. So ein Branchen-Businessplan ist immer nur Ausgangspunkt: Branchendaten sollten überprüft werden und Erfolgsfaktoren sollten auf das eigenen Konzept in Form von Alleinstellungsmerkmalen übertragen werden.

Zum bloßen Kopieren der Kapitel, wenn also nur die Daten ausgetauscht werden. In der Regel leiden dann vor allem die Abschnitte zu Alleinstellungsmerkmalen und Wettbewerbern darunter. Ein fertiges Businessplan-Beispiel soll zur aktiven Arbeit anregen und nicht zum passiven Abkupfern.

Es gibt keinen Unterschied, beide Begriffe meinen das gleiche.

  | Unser Fazit

Ein Beispiel Businessplan ist eine riesige Hilfe – keine Frage. Allerdings verleiten solche Businessplan-Vorlagen dazu, vorhandene Inhalte zu übernehmen, ohne sich selbst intensiv mit der eigenen Geschäftsidee zu befassen. Stellen Sie sich vor, Sie sitzen beim Finanzierungsgespräch und der Bankberater stellt tiefergehende Fragen, die Sie nicht beantworten können, da Ihr gesamter Businessplan fast ausschließlich auf einer Vorlage basiert.

Diese Situation lässt sich vermeiden, indem Sie ein Businessplan-Muster als Hilfe und Inspiration nutzen, die Kapitel des Geschäftsplans selbst zu formulieren, Alleinstellungsmerkmale herauszuarbeiten und den Markt und die Wettbewerber darzustellen. Zwar ist der Zeitaufwand deutlich größer, sie beschäftigen sich dadurch jedoch so umfassend mit Ihrer Existenzgründung, dass viele Fehler beim Businessplan von Beginn an vermieden werden - den Businessplan selbst zu schreiben lohnt sich! Zumal es mit interaktiven Businessplan-Vorlagen wertvolle Hilfen gibt.

Kostenloses Businessplan-Tool kennenlernen

frage[at]fuer-gruender.de

Businessplan schreiben: Hier findest du 8 kostenlose Vorlagen zum Download

Eine gute Geschäftsidee beginnt mit einem ausgefüllten Businessplan. Diese kostenlosen Vorlagen helfen beim Einstieg.

Hinweis: Wir haben in diesem Artikel Provisions-Links verwendet und sie durch "*" gekennzeichnet. Erfolgt über diese Links eine Bestellung, erhält t3n.de eine Provision.

Ein Businessplan verschafft einen Überblick über alles Wichtige, was bei einer Unternehmensgründung beachtet werden muss. Auch wenn der Businessplan in der Gründerszene an Akzeptanz eingebüßt hat, ist er immer noch eine essenzielle Voraussetzung für den Erhalt eines Bankkredits.

Inhaltsverzeichnis

Die besten Businessplan-Vorlagen im Überblick

Businessplan-vorlage der gründerplattform, ubs-businessplan, businessplan von fuer-gruender.de, the one-page-businessplan von 100 dollar startup, businessplan-vorlage der ihk, sevdesk bietet kostenlose vorlage an, businessplan-vorlage von unternehmenswelt, finanzchef24-vorlage.

Businessplan-Vorlagen: So präzise und kurz wie möglich ausfüllen und mit Grafiken stützen. (Foto: wutzkohphoto / Shutterstock)

Kritiker des Konzepts „verkennen, dass der Businessplan in erster Linie ein Dokument für den Gründer selbst ist“, meint Gründungsexperte René Klein . Der Plan sei ein Leitfaden zur Orientierung auf dem Weg ins Ungewisse.

Grundsätzlich kommt es bei einem Businessplan weniger auf die Anzahl der Seiten als vielmehr auf Struktur und Tiefe der Inhalte an. Er sollte so präzise wie möglich formuliert sein und die Geschäftsidee mit Zahlen und Grafiken unterfüttern. Die folgenden Vorlagen helfen beim Einstieg.

Los gehts mit der Gründerplattform, einem Lehrportal für angehende Unternehmer, das von der KfW-Bank und dem Bundeswirtschaftsministerium betrieben wird. Teil der Plattform ist auch ein interaktives Businessplantool* .

Nutzer können hier Schritt für Schritt ihren Plan ausfüllen und erhalten parallel Tipps oder werden erinnert, wenn etwas Wichtiges vergessen wurde. Mehr als eine kostenlose Registrierung ist nicht nötig.

Ein professioneller Businessplan lässt sich mit der  kostenlosen Vorlage von UBS erstellen, die es in einer Kurz- und in einer Langversion gibt. Die Schweizer Großbank empfiehlt, den Businessplan regelmäßig dem veränderten Marktumfeld anzupassen und neu gewonnene Erkenntnisse einfließen zu lassen.

Unter Angabe der E-Mail-Adresse stellt fuer-gruender.de ein umfangreiches Template zum Download zur Verfügung. Die Vorlage enthält neben der Gliederung zahlreiche Tipps und Tricks und hilft dabei, in zehn Kapiteln einen eigenen Businessplan zu erstellen. Für Unentschlossene bietet das Portal außerdem einen Geschäftsidee-Check ähnlich dem Business-Model-Canvas an.

Auch auf einer DIN-A4-Seite lässt sich eine Geschäftsidee auf Tauglichkeit prüfen – zumindest in Grundzügen. Der „ One-Page Businessplan “ von 100-Dollar-Startup-Autor Chris Guillebeau geht davon aus, dass für ein erfolgreiches Selfmade-Business nur drei Dinge notwendig sind: ein Produkt oder eine Dienstleistung, eine Gruppe zahlungswilliger Kunden und ein technischer Kanal zur Annahme von Zahlungen. Die Vorlage hilft dabei, die wichtigsten Eckpfeiler festzuhalten.

Die Industrie- und Handelskammern sind auch für junge Gründer ein wichtiger Ansprechpartner. Auf der Website der IHK München steht neben diversen Informationen zur Selbstständigkeit auch eine Mustervorlage im Word-Format zum kostenlosen Download bereit, einen Businessplan im PDF-Format gibt es zum Beispiel von der IHK Ulm. Beide Vorlagen helfen dabei, die wesentlichen Bausteine des Businessplans zu erfassen und ein eigenes Unternehmenskonzept zu entwerfen.

Sevdesk ist eigentlich für seine gleichnamige Buchhaltungssoftware bekannt. Auf seinem Blog hat das Unternehmen aus Offenburg allerdings auch eine Gratis-Mustervorlage für die Erstellung eines Businessplans bereitgestellt. Sie ist mit einigen Tipps vorausgefüllt. Sevdesk weist daraufhin, dass die Vorlage, wie viele andere mit Word oder Excel erstellten Geschäftsunterlagen, nicht „GoBD-k0nform“ ist, also nicht den Grundsätze zur ordnungsmäßigen Führung und Aufbewahrung von Bücher entspricht. Die besagen nämlich, dass Dokumente unveränderbar gespeichert werden müssen.

Das Infoportal unternehmenswelt.de bietet eine Vorlage an, die vor dem Download individuell angepasst werden kann. Wird ein Gründungszuschuss benötigt? Ist eine Übernahme geplant? Welche Rechtsform wird angestrebt? Ein Online-Tool hilft beim Vorausfüllen und bietet die fertige Vorlage anschließend kostenlos zum Download an. Praktisch an dieser Vorlage: Vor dem Ausfüllen kannst du auswählen, wem der Businessplan primär vorgelegt werden soll – also zum Beispiel der Agentur für Arbeit, einem Kreditinstitut oder potenziellen Investor:innen.

Wie sieht ein Businessplan aus? Wie muss ein Businessplan aufgebaut sein? Welchen Inhalt muss ein Businessplan abdecken? Diese Fragen beantwortet das Freelancer-Versicherungsportal finanzchef24.de in seiner kostenlosen Vorlage .

Letztes Update des Artikels: 27. März 2023 

Mehr zum Thema Gründung und Businessplan: 

• Grundgerüst fürs Startup: So erstellst du den perfekten Businessplan
• Diese 10 Tools verhelfen dir zum perfekten Startup-Namen
• Der Rundumschlag im t3n-Guide: So gründest du erfolgreich!

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