Writing a business plan is an opportunity to carefully think through every step of starting your company so you can prepare for success.

This is your chance to discover any weaknesses in your business idea, identify opportunities you may not have considered, and plan how you will deal with challenges that are likely to arise. A well-written business plan can help convince investors or lenders to finance your business.

This template includes instructions for each section of the business plan, followed by corresponding fillable worksheet/s.

After you complete the 11 worksheets, you will have a working business plan for your startup.

The business plan sections include:

  • Executive Summary
  • Company Description
  • Products and Services
  • Marketing Plan
  • Operational Plan
  • Management & Organization
  • Startup Expenses & Capitalization
  • Financial Plan
  • Appendices

The last section, “Refining Your Plan,” explains ways you may need to modify your plan for specific purposes, such as getting a bank loan, or for specific industries, such as retail.

Complete this template to create a working business plan for your startup. Then, contact your local SCORE mentor to review and refine your plan.