Templates & Worksheets

Download free, ready-to-use business planning resources

Planning Templates

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SMART Goals Worksheet

Step-by-step worksheet to create effective SMART goals for your business with examples and templates.

Includes:

  • SMART criteria checklist
  • Goal template
  • Tracking dashboard
  • Examples for each criteria
Download PDF
📊

Business Plan Outline

Complete business plan structure with all 20+ sections, descriptions, and what to include in each.

Includes:

  • Executive summary template
  • All core sections
  • Completion checklist
  • Industry-specific considerations
Download PDF View Online
💰

Financial Model Template

3-5 year financial projections spreadsheet with built-in formulas for P&L, cash flow, and balance sheet.

Includes:

  • Revenue projections
  • Expense tracking
  • 3-scenario modeling
  • Break-even analysis

💡 Excel/Google Sheets version coming soon! Use our online calculators in the meantime.

📈

Market Analysis Worksheet

TAM/SAM/SOM calculator and customer persona template to define your target market.

Includes:

  • Market sizing framework
  • Customer persona template
  • Competitive analysis matrix
  • Market research guide
Download PDF

Checklists & Worksheets

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Startup Costs Calculator

Comprehensive checklist of all startup costs with space to calculate your total capital needs.

  • Legal & formation costs
  • Equipment & technology
  • Initial inventory
  • Working capital calculation
Download PDF
📋

KPI Dashboard Template

Track your key performance indicators with this ready-to-use dashboard template.

  • Financial KPIs
  • Customer KPIs
  • Operational KPIs
  • Growth metrics
View KPI Guide
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Legal Structure Comparison

Side-by-side comparison of LLC, S-Corp, C-Corp, and other business structures.

  • Pros & cons of each
  • Tax implications
  • Liability protection
  • Formation costs
View Legal Guide
🎯

Quarterly Action Plan

Organize your quarterly priorities, initiatives, and milestones with this planning template.

  • Priority setting framework
  • Initiative tracker
  • Monthly review template
  • Progress dashboard
Download PDF
🛡️

Risk Assessment Matrix

Identify, assess, and plan mitigation strategies for business risks.

  • Risk identification checklist
  • Probability × Impact matrix
  • Mitigation planning
  • Contingency templates
View Risk Guide
🚀

Expansion Planning Worksheet

Plan your business expansion with phase-by-phase templates and location scorecards.

  • Phase planning template
  • Location selection scorecard
  • Milestone tracker
  • Growth projections
View Expansion Guide

Complete Business Plan Reference Guide

Get the complete guide covering all aspects of business planning in one comprehensive document.

View Complete Guide

How to Use These Templates

📥 Download & Customize

  1. Download: Click the download button to save the PDF or template to your computer
  2. Print or Digital: Print for handwritten notes or use digitally with a PDF editor
  3. Customize: Adapt the templates to fit your specific business needs
  4. Track Progress: Use regularly to track your business planning progress

💡 Pro Tips:

  • Start Simple: Begin with the SMART Goals worksheet before tackling the full business plan
  • Use Calculators First: Test your numbers with our online calculators before filling in templates
  • Review Regularly: Business plans are living documents - update them quarterly
  • Get Feedback: Share completed templates with mentors, advisors, or fellow entrepreneurs