Business Plan
Set out what the business does, who it sells to and what it needs, in a structure investors and lenders recognise.
Set out your business's goals, market and finances.
- Business / Legal document
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Key features
Sections that cover the ground
Summary, the business, ownership, products, customers, competitors, marketing, operations, people, milestones, money, income and costs, cash and risks.
Prompts that ask the right question
Each section poses plain questions, such as what it costs to deliver one product or the month cash is at its lowest.
Milestones and risks tables
Four milestone lines with dates and three risk lines, each with a response.
The funding ask
Amount needed, what it is for, where it comes from and what is offered in return.
Attachments
A line to list accounts, forecasts, quotes or CVs that go with it.
About this document
A business plan describes a business: what it sells, its market and competitors, how it will reach customers, who runs it, the milestones it sets itself and the money it needs and expects. It is used to organise your own thinking and to explain the business to a lender, investor or partner.
This form is a structured set of headings with blanks and sample prompts to complete by hand. It does not prepare financial projections for you, and it is not a legal contract.
Is this document right for you?
Useful when
- You are starting a business and want to plan it properly
- You are asking a bank or investor for money
- You want to share the business with a partner or adviser
Commonly used by
- Founders and small business owners
- People applying for loans
- Students and first-time entrepreneurs
Not sure? about your situation first.
Alternatives
These are separate documents, for different jobs.
- Founder agreementsAgree roles, equity and decisions between co-founders.View document
- Letter of IntentState the main terms two parties intend to agree.View document
- Bid Proposal TemplateOffer a price and scope of work for a project.View document
- Business-structure guidanceChoose the business structure that fits how you'll operate.View document
When to use this
- Preparing for a conversation with a lender
- Writing down the plan before incorporating
- Presenting to a prospective co-founder
What happens next
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More in General Contracts, Proposals & Planning
- Business Contract TemplateA general contract for a business deal between two parties.View document
- Letter of IntentState the main terms two parties intend to agree.View document
- Bid Proposal TemplateOffer a price and scope of work for a project.View document
- LLC formationPrepare the paperwork to register a limited liability company.View document
Ready when you are.
Questions
About the business plan
No. It is a planning document. It may be shared with others, so be careful to describe the business accurately.
Still have a question? .