business plan templates google docs

Business Plan Templates in Google Docs and Word

Choose the best business plan templates in google docs, google slides, google sheets, and other formats. we provide you with startup, botanical business, coffee shop business plan forms, and more. find your blank in white or dark colors and with trendy designs.

Financial Advisor Business Plan

Creative Violet Business Plans

Black Effective Business Plan 2023

Bright Business Plan

Elegant Green Botanical Business Plan

One-List Coffee Business Plan

Futuristic Yellow Startup Business Plan

Partners Platform Business Plan

Green Business Plan

Gradient Business Plan

Black Contemporary Business Plan

Coffee Shop Business Plan

One-Page IT Company Business Plan

Pastel Modern Business Plan

Architecture Project Business Plan

Modeling Agency Business Plan

Exclusive Startup Business Plan

Green Lemon Business Plan

Financial Business Plan

Black Start Up Business Plan

Blue Corporate Business Plan

Simple Colorful Business Plan

Gray Accent Business Plan

Basic Business Plan

Orange Market Business Plan

Aroma Mocha Cafe Business Plan

Coffee Business Plan

Professional Marketing Business Plan

Glamping Business Plan

Pink Business Plan

Beauty Salon Business Plan

Economic Windmills Business Plan

Easy Business Plan with Timeline

Simple Business Plan

Business Startup Costs

Business Plan for Startup

Green Business Plan Rubric

Professional Business Startup Costs

Flowers Shop Business Plan

Amazing Startup Business Plan

Fabulous Startup Business Plan

Dark Modern Business Plan

Great Modern Business Plan

Nature Business Plan

Modern Blue Business Plan

Black and White Business Plan

Elegant Business Plan

Trendy Business Plan

Do you need to pick the right editable business plan template? Our options have an exceptional design yet comprehensible concept. Keep in mind that you can edit and customize these samples using Google Docs, Slides, and Sheets. You can find options for any startup idea on our website. Our samples are 100% unique. Designers are creating free business plan templates from scratch.

Business plans on the website draw attention immediately. They have a memorable design that is easy to remember. You can edit, adjust, download, and publish our templates for free. No hidden fees, no additional payments.

There are 50+ business plan templates now, and you can opt for other categories of free templates. Our website has hundreds of designer options to offer. Just saying, keep that in mind.

Customize and print our free and ready-to-use layouts using Google Docs. It doesn’t require much time or effort. The majority of users say that they can edit the template unaided in just a few minutes. We are analyzing your feedback and making new templates with outstanding designs. Feel free to give us any feedback or recommendations.

Each of our unique spreadsheets is editable, customizable, and completely free. Therefore, we do not expect to get anything in return. If you like our free business plans, subscribe to our social media and stay tuned for the latest updates.

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Free Google Docs Business Plan Templates

Praburam Srinivasan

Growth Marketing Manager

July 4, 2024

Whether you’re a business owner trying to organize your affairs or a startup presenting a case for funding, a well-documented business plan takes you 30% closer to business growth . 

But it’s hard to take time from your business and document a plan from scratch. We get that.  Google Docs business plan templates help you create an efficient business plan in minutes. They provide an easy-to-use, professional-looking blueprint for articulating your business’s vision clearly and professionally. 

They come with preset fields, structure, and visuals, which you can populate to have a full-fledged business plan in minutes. No more staring at a blank page, wondering where to start, or worrying about the correct formatting.

This guide has compiled a list of the best free Google Docs business templates to help you get started. Then, we will introduce you to a more robust alternative for creating business plans—ClickUp.

What Makes a Good Google Docs Business Plan Template? 

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A good Google Docs business plan template provides a blueprint to document your business concept, target market, marketing plans , and financial projections.

While these are a must, here are the essential elements that make a foolproof Google Docs business plan template:

• Intuitive design : Choose a template that has demarcated sections, making it easy to understand and digest information for key stakeholders
• Comprehensive structure : The template covers all the crucial components necessary to present your business idea and business plan, such as business description, marketing strategies, and executive summary
• Customization and flexibility : The requirements of different businesses across industry verticals vary, and the template must be easily customizable to fit your bill 
• Professional appeal : Since you’re using the template to present your company in a formal setting, it should be a balanced, well-organized, and professional-looking template 

Look for a business plan template that checks all these boxes for a smooth experience. 

Google Docs Business Plan Templates

We’ve handpicked the best business plan templates for Google Docs to help you build an effective business plan. 

If you’re looking for a neatly categorized template that details every aspect of your business, Google Docs business plan layout template is your ideal choice.

The template’s clear structure, with well-defined columns including about us, mission, offerings, etc., makes it easy for you and the audience to follow through. 

One of its highlights is a dedicated section for USPs that helps position your business uniquely in the market. You can also detail your startup costs, operational plan, and target market research to provide a holistic business overview. 

It’s perfect for creating your business plan layout but wanting to keep it engaging and exciting. This growth plan template lets you combine text, tables, and charts to make your business plan more presentable and break the monotony of long paragraphs. 

The combined toughness, clarity, and focus make this a go-to for all businesses. 

This printable business plan template by Google Docs combines modern aesthetics with a professional format. It provides an end-to-end business overview, from executive summary to KPI tracking. 

Moreover, it gives space to showcase your mission statement, backed by a thorough market analysis, promotional strategies, and financial projections. Therefore, letting you answer the ‘how’ in your goal envisioning. 

The best part is that the template adds personalization by letting you present your management team and exhibit their experience to build trust and goodwill in your business plan. 

Overall, the template is engaging and easy to use. It presents your business plan in a visually appealing and professionally coherent manner. 

This 10-page e-Commerce business plan template is designed for eCommerce businesses. It is strategically designed to present your business plan, including the past, present, and future, in an easy-to-navigate manner.

The template covers all the essential details for an e-commerce business. You’ll find sections for competitive analysis, marketing and sales strategy, operational plan, online presence, supply chain management, and more.

Lastly, the template is flexible to scale and adapt as your business grows or pivots to a different plan.

Using Google Doc templates can save time and trouble. However, it has limitations, such as: 

• Design constraints : The Google Docs templates are surrounded by design constraints compared to specialized business plan software, such as ClickUp
• Collaboration challenges : Even though Google Docs is great for real-time collaboration, the difficulty surrounding multiple edit versions can make it hard to track 
• Limited customizations : Though there are different templates, you might like some aspects of one and others of another. Despite their flexibility and customizations, these templates have rigid base structures that limit the customizations
• Selected integrations: Compared to ClickUp’s 1000+ integrations, Google Docs has limited integration capabilities with other business tools and systems, requiring manual data entry and updates, which can hinder a complete view of the project
• Limited Features: Google Docs lacks advanced features commonly found in dedicated project management software, such as automation, AI integration, robust resource management, and Gantt charts. This can make it difficult to manage larger or more complex projects

Alternative Business Plan Templates by ClickUp

While business plan templates for Google Docs are fine, there’s a smarter way to create target plans and proposals—ClickUp Templates.

Here are some of the top business planning templates from ClickUp:

At its core, ClickUp lets you chart your business case and track progress toward the outlined goals. This template does exactly that!

ClickUp Business Plan Template is designed to help you create and track a comprehensive business plan. It has clear sections to define your goals and objectives, identify target market and customer insights, track progress, be wary of risks, and measure success.

What’s more? ClickUp also lets you store all business-related documents in digital format to ensure easy accessibility and keep everything you need in one place. Use ClickUp Docs to brainstorm ideas for objectives and collect feedback from your team. 

You also don’t have to manage the template alone. You can invite your team members to collaborate or use its multiple views, such as status, timeline, and topics, to see things differently. 

ClickUp Business Plan Document Template is designed to keep everything you need to create a stellar business plan in one place. You can use it to revise your business plan or create a new one.

The template is divided into company overview (overview, mission, and vision), market analysis (problem, solution, Target Market, etc), sales and marketing strategy, operational strategy and milestones, and metrics. All you need to do is gather this info and fill out all the columns one after the other.  

This template lets you create a clear roadmap to success with measurable goals and objectives. It also provides a detailed breakdown of required resources for each task, allowing you to anticipate potential risks and develop contingency strategies.

Its powerful customization features allow you to see, update, and edit in one place.

You can add custom fields, statuses, and even custom views to your business plan document to curate a plan and follow up on its progress. 

With this business plan template, you can:

• Conduct market and competitor research to gain industry insights
• Formulate a mission, vision, and values statement to define your company’s purpose
• Detail your products, services, and target customer segments
• A detailed breakdown of all the resources needed to complete each task
• Develop a budget and financial projections to estimate costs and revenue
• Establish an organizational structure and staffing plan to ensure sufficient resources
• Assess potential risks and devise mitigation strategies

Building a huge business entails taking small steps consistently. This template helps you do precisely that.

ClickUp Lean Business Plan Template lets you create a concise and streamlined business plan with small steps, bullet points, and tables. It works best when you don’t have the time or resources to create a full-fledged business plan.

Although lean, the template covers the necessary details to gain the trust of the stakeholders without getting into more information. It’s highly customizable, so you can always iterate it to ensure comprehensiveness and accommodate changing business priorities. 

Meanwhile, the lean business plan template’s table view simplifies budgeting. Use it to create a spreadsheet detailing the budget proposal and assign team members tasks and responsibilities. 

Use the priority view to peek into your business plan. This will ensure complete transparency into your vision and day-to-day operations while maintaining a single source of truth for stakeholders and the team to achieve those business goals . 

Launching a product or service-based business is no cakewalk, but what if you had support throughout the process?

ClickUp Business Launch Template helps you break the post-launch process into manageable tasks and visually track as the task moves from progress to completion in real time.

ClickUp Milestones is an excellent add-on that transforms major tasks into Milestones to visualize how far along your projects are. It provides a structured approach to planning your business launch, ensuring no tasks are overlooked. Streamlining the process saves time and energy and sets your business up for success.

Further, ClickUp Chats allow real-time collaboration with your team on the template, making the work faster and backed by multiple perspectives. The Gantt chart in ClickUp lets you plan tasks chronologically and track progress over time so your launch is always on.

Whether you’re a freelancer offering services or an enterprise selling products, your business proposal holds the key to closing deals 10X faster. However, creating a proposal is challenging whenever a new lead knocks at your door. 

ClickUp Business Proposal Template saves time with a ready-made template to draw on when crafting your business proposals. It equips you with the right story, presented in a well-structured manner with key milestones, clear timelines, and payment schedules.

The template’s structure goes deep and answers all your reader’s questions. ClickUp Automation lets you schedule one-off or recurring emails for clients and customers, ensuring you never miss timely proposal follow-ups. 

ClickUp Business Proposal Templates come with multiple views, such as the Getting Started Guide View to help you prepare to create your business proposal or the Email Templates View for easy communication with clients.

Managing business plans is an inevitable part of all businesses; whether at the beginning or during a change, they are irreplaceable.

Business plan templates make it easy to have everything in place. They organize your information, ensure every aspect is covered, and present it in a professional, easy-to-follow format. With these templates in hand, you can save time on business plan creation and get started with the actual execution. 

ClickUp’s templates take you one step forward by letting you set up timelines, assign tasks, and follow their progress with custom statuses and views. They have a template for everything, whether a business plan, proposal, or launch. 

Want a free business plan template from our extensive template gallery? Sign up for ClickUp today and be on your way to preparing the best business plans in no time. 

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Free Business Plan Templates Google Docs

Ajay Jagtap

• December 29, 2023

12 Min Read

We know you—this may be your first visit to our site, but we know exactly who you are.

You must be an aspiring entrepreneur, small business owner, or perhaps a business student looking for a customizable Google Docs business plan template to draft your very first business plan— but no luck so far .

Since you’ve already been down that road—you know preparing a detailed business plan from scratch is no walk in the park.

It requires thorough market research, validated data, and thoughtful analysis of various aspects of an enterprise to put together a well-written plan.

A well-written plan that’s no paper stack collecting dust on your desk, but a business document that helps strategize business growth and secure funds.

Although it’s no easy feat—using a Google Docs template can make things a lot easier.

A professional business plan template can help you refine your strategies, organize ideas, and outline the structure of your plan through step-by-step instructions.

In this article, we’ll discuss the top 5 free business plan templates available in Google Docs, their features, benefits, and how you can use them to simplify your business planning process.

Ready to get started? Let’s dive right in.

Understanding Business Plan Templates

As you already know—your business plan is a document that summarizes your business objectives and outlines strategies or plans to achieve them.

In contrast, a business plan template is a format that helps entrepreneurs prepare a structural outline while drafting a perfect business plan.

It’s not that you can’t create a plan without using a business plan template.

However, having a well-structured template can help you develop a detailed and visually appealing plan and make sure you won’t miss out on any critical information.

Let’s quickly overview the key components of a business plan template:

Key components of a business plan template

While there could be multiple types of business plans, the standard outline is almost similar for business plans across industries. The following are the key components of a business plan template.

Executive Summary:

Company overview:, market analysis:, products and services:, sales and marketing strategies:, operations plan:, management team:, financial plan:.

That’s pretty much it about the components of a business plan template. Let’s move ahead and discuss the top #5 Google Docs templates for business planning.

Download Top Business Plan Templates in Google Docs

Considering different business plan types, multiple templates are available in Google Docs, but do you know which one you need?

Well done if you do, and don’t worry if you don’t.

The following are the top Google Docs business plan templates you can download for free. While we will share access to them, we’ll also discuss which will suit your requirements the best.

So let’s cut to the chase.

Template #1: Startup Business Plan Template

As its name suggests, a startup business plan template is specifically designed to meet the specific needs of new startups.

This ultimate template can help new-age entrepreneurs predict challenges, achieve their business objectives and goals, understand business financials, and revise strategies—in short, it is a roadmap for them to get started.

The primary objective of a startup business plan is to put forth the steps to get a business up and running.

A startup business plan template emphasizes providing detailed information about the startup, its product or service offerings, a thorough industry, market, SWOT, and competitive analysis, marketing strategies, management team, operational plan, and financial projections.

Best for : New entrepreneurs and small business owners seeking investment or bank loans.

Template #2: Lean Business Plan Template

Consider a lean business plan template as a condensed version of a traditional one—that’s the best way to put it. It’s a shorter version of a business plan highlighting and summarizing all its sections.

A lean business plan primarily focuses on critical elements, including strategies, tactics, metrics, and finances.

Since it’s comparatively shorter, drafting a lean business plan is easier, quicker, and efficient compared to a traditional plan. It’s flexible enough to update and revise, providing sufficient room for improvisation.

It consists of short texts and mainly represents relevant information using bullet points.

While a lean business plan template is for businesses uncertain about the business planning process, it’s ideal for everyone to use a lean business plan template to create the first draft of their business plan—and then move ahead with creating a detailed one.

Best for: Businesses in fast-changing industries, startups with limited resources, sole proprietors, and internal planning.

Template #3: One Page Business Plan Template

A one-page business is a condensed, simplified, and one-page version of a standard business plan. Consider this as an outline of a lean business plan.

(that we discussed earlier)

A one-page plan is often used to present a quick overview of your business to your employees, partners, and vendors and as a summary to banks and investors.

It’s just a one-page plan, so it doesn’t mean it’s only for a specific group of people or businesses—no.

In fact, a one-page plan can be a viable option in multiple scenarios. It can be used by idea-stage businesses, startups & pre-revenue businesses, and businesses planning to expand for various purposes.

If you need a plan for internal use or don’t intend to share lots of details while sharing with outside vendors—a one-page business plan will do.

However, companies seeking outside investment or bank loans must prepare a detailed business plan—there’s no other way around.

Best for : Idea stage startups, side-hustlers, solopreneurs, micro-businesses, and business idea testing.

Template #4: Business Plan Template For Small Business

If you plan to start a small business or grow an existing one, this is the free business plan template you need for your small business.

This template gives you a layout for your business plan to get started that you can easily customize depending on your requirements, ensuring you won’t miss out on any critical information.

Similar to a traditional business plan, the key elements of a small business plan template include an executive summary, company overview, products and services, sales and marketing strategy, operations plan, management team, and financial projections.

Best for : Small business owners seeking funding or bank loans.

Template #5: Restaurant Business Plan Template

Every successful business requires a business plan, and your restaurant is no exception. Whether you plan to open a new restaurant or grow an existing one, this template can help you lay out a perfect plan for your business.

This restaurant business plan is specifically designed for restaurant businesses, so it’s a no-brainer; it covers all the essential elements of a restaurant business plan that go into making a restaurant a success.

These elements include restaurant concept, target market, sample menu, marketing strategy, and others.

That’s not it—this comprehensive restaurant business plan template comes with step-by-step instructions, so you can start writing a plan in no time.

Best for : Small to medium-sized restaurant and food-based business owners

That was the list of top Google Docs business plan templates, but that’s not it. Let’s move forward to discussing the Google Sheets financial forecast template.

Download the Financial Forecast Template In Google Sheets

You must be like— yeah, got a Google Docs template to write a business plan , but what about financial forecasts and statements? Worry not—we’ve got you covered.

Since we can’t prepare financial statements in Google Docs, we’ve created a Google Sheet for you. This financial statement template includes a balance sheet, income, and cash flow statement.

You can download and use this template to forecast cash flow, create balance sheets, and prepare income statements that provide detailed information about your revenue and expenses. So what are you waiting for?

How to Use a Google Docs Business Plan Template

We talked about so many things in this article so far—business plan template, its key elements, top Google Docs templates, and so forth. It’s time we learn how to use a Google Docs template to create a business plan.

Ready? Here’s how to use a Google Docs business plan template:

Download a Google Docs Template

You need to download the template first to use it, right? So, download one of the top 5 templates we discussed earlier in the article.

Make sure you have a Google Account to open this document.

(That’s obvious, of course!)

We can proceed to the next step once you download and access the template.

Customize the Template

It’s time to customize the template to turn it into a business plan.

You can make modifications to the design, update the logo and company details, and follow step-by-step instructions and the outline while modifying text.

We never said that customizing it would be an easy deal—there will be some serious legwork. However, there’s another way around it.

Need a way out from manual editing and business plan writing work?

Get Upmetrics’ business plan template, import data directly into the editor, and start editing using Upmetrics AI Assistant.

Start Planning Now

Understood how to use a Google Docs template? Great. Let’s discuss the benefits of using these templates to prepare a business plan.

Benefits of Using Google Docs Business Plan Templates

Following are the key benefits of using a Google Docs template to prepare a business plan.

Real-time Collaboration

Google Docs makes collaborating with your team members or partners in real-time while working on your plan easier.

The real-time collaboration feature helps team members make the most of available resources and develop a business plan in the present moment, ensuring the best results.

Access Control

In extending to real-time collaboration, Google Docs allows you to control your team members’ access. So, you can grant role-based access to your team members (view, edit, or comment)

Comments and Suggestions

Google Docs also allows readers or reviewers to comment or suggest any changes in the document. So, you can share your plan with your partners or mentors, asking for their suggestions or input.

Version History

Remember the days when we had to start over if we forgot to save a Word file or could not recover it if it was altered unnecessarily? Well, that’s not the case with Version history.

This incredible feature enables you to revisit the previous version of your documents and even restore them. So, don’t worry if you made any unnecessary changes—you can always go back in time.

Offline Access

Although Google Workspace is a cloud-based solution, you can access and update your document offline with “Offline Access”. Just make sure your browser is up-to-date, and you’ve installed and turned on the Google Docs offline access extension.

Ease of Use

Using a Google Docs template for business planning is one of the easiest methods for creating a business plan. There’s no extraordinary learning curve, and you won’t need any technical skills to get started—it’s pretty simple and easy to use.

Cost Efficient

Upmetrics offers free business plan templates, while Google Docs is free for individual users. This is what makes this business planning method ideal for beginners.

That’s it, now you know the benefits too. This brings us to the conclusion.

To conclude, using these Google Docs templates is an easy and cost-effective way to develop your business plan. Is it the best? Not sure. These templates are free versions of Upmetrics’ comprehensive business plan templates, so you may not make the most of them.

Google Docs may also fall short when forecasting financials or preparing complex sections and visual reports— business plan software is necessary for detailed business planning by all means.

A business planning tool like Upmetrics could be an incredible choice, it comes with 400+ business plan examples and an AI writing assistant to write sections of your plan.

Anyway, I hope you found what you were looking for. Start planning!

Make your plan in half the time & twice the impact with Upmetrics

Fill-in-the-blanks, AI-assistance, and automatic financials make it easy.

Frequently Asked Questions

How do i create a business plan using google docs.

Using any one of Upmetrics’ business plan templates could be an easy way to create a business plan using Google Docs.

Can I customize a business plan template in Google Docs to fit my specific needs?

Indeed. Once you download a Google Docs business plan template, you can easily customize it to fit your specific business needs.

Can I share my business plan with others using Google Docs?

Of course, you can easily share your business plan with others using Google Docs. All you need to do is enter the email address of the person you want to share it with under the section “share with people and groups”.

Are there any free business plan templates available in Google Docs?

Yes, Upmetrics offers 5 free Google Docs business plan templates to download and use. You can easily download any one of them that best fits your needs and start writing your plan.

About the Author

Ajay is a SaaS writer and personal finance blogger who has been active in the space for over three years, writing about startups, business planning, budgeting, credit cards, and other topics related to personal finance. If not writing, he’s probably having a power nap. Read more

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Google Docs Business Plan Template

In today’s fast-paced and ever-evolving business landscape, having a comprehensive and well-structured business plan is crucial for success. Whether you’re a seasoned business owner or just starting your entrepreneurial journey, a Google doc business plan template offers a valuable resource to help you organize your ideas, refine your strategies, and present a compelling roadmap for your business. In this article, we’ll explore the features and benefits of a business plan template using Google docs and how it can enhance your business planning process.

Following a step-by-step business plan creates an all-in-one solution for small business owners and entrepreneurs. And, by using a pre-designed framework, you can craft your business plan to focus on the “why” behind your business and the steps you’ve already taken to make your business a true success. In the following, we’ll show you exactly how to create your compelling plan. Let’s get started: 

Download our Google Docs Business Plan Template here >

Google Doc Business Plan

Executive summary.

The first few pages of your business plan contain the executive summary. It highlights the key points, findings and recommendations inside your business plan google docs template. Why create a summary when the business plan holds all the details? We’re glad you asked. The executive summary allows busy executives to quickly grasp the main ideas and make informed decisions about your business concepts and plans. It serves as a snapshot of the document, capturing its essence and presenting it in a clear and concise manner. By providing an executive summary, you’re allowing decision-makers to first discover a “teaser” bit about your business, and then become more intrigued as the full plan is unveiled. 

Company Overview

The next portion of your free business plan template google docs is composed of a full company overview. You’ll establish facts, explain the company history, outline the services or products to be offered, and detail the milestones you’ve already achieved to get your business started. This is the “big-picture” story and it’s integral to your plan, as it contains the “why” behind your business. You’ll want to provide details in this portion of the business plan, such as descriptions of your products or services, a brief description of your management team, the issues or problems that brought you to the place of finding the best solutions, and other factors that are singular to your business and your vision for the future. You’ll also include any partnerships, you’ll detail innovative products or ideas, and you’ll emphasize that your goal is to drive positive change.

Industry Analysis

The next section of your business plan, the industry analysis, reveals crucial insights into the current state and future prospects of your industry sector. An industry analysis requires market research to help show market trends, competitors, customer preferences and regulatory influences. The analysis within your business plan also provides a solid depth of understanding regarding the dynamics of the industry and it helps identify growth potential, possible risks, and key challenges that may be ahead. And, finally, after reviewing the results of the analysis, a business leader repositions plans as needed and makes informed choices to move ahead with clarity. 

Customer Analysis

In the customer analysis section of the business plan, the vital component of your business strategy is revealed: valuable insights into the behavior, preferences, and needs of customers are detailed. And, with that reveal, a deeper understanding of the target market is gained, enabling your business to better tailor products, services and your initial marketing efforts accordingly. Gathering and analyzing data offers a sneak peek at the purchasing choices of consumers, and with that snippet of knowledge, you’ll be able to better meet that need, solve that pain, or serve that drive for satisfaction. Whether your target market analysis is extensive or defined, you’ll want to include all of the information gleaned from it in the business plan template google docs for optimal results.

Competitive Analysis

With the industry and customer analyses section of the business plan template complete; it’s the right time to examine the competitive analysis, as well. A data-driven study of competitors is a critical component of any business strategy, as it provides valuable insights into the strengths and weaknesses of key competitors operating in the same market. By evaluating and understanding the competitive landscape, businesses can identify opportunities for differentiation to gain that much-desired competitive edge. Your competitive analysis should reveal everything available about your competitors, including their brand reputation, customer loyalty, distribution channels and the financial resources they hold. Because your goal is to capitalize on market opportunities, you’ll want to understand the environment of every competitor your company may have. 

Finish Your Business Plan in 1 Day!

Don’t you wish there was a faster, easier way to finish your business plan?

You can download Growthink’s Ultimate Business Plan Template (including a full, customizable financial model) and finish your plan in just 8 hours or less!

Click here to finish your business plan today.

Marketing Plan

The next step in building the business plan is found in creating a strategic marketing plan. This involves using the data compiled from the analyses to create a targeted and compelling message to consumers. Your marketing plan will outline the goals and tactics to promote your product or service in the most effective marketing strategy possible. And, tailoring marketing efforts to meet the parameters of the data and industry findings guarantees a better result in the marketing strategies utilized. In short, your marketing strategy will encompass various elements such as branding, advertising, digital marketing, public relations, and social media to create a cohesive and impactful marketing campaign. The ultimate objective of marketing plans is to achieve your desired business outcomes. As it should.

Operations Plan

The operations plan outlines the specific actions and strategies required to achieve the goals and objectives of the business. It provides a roadmap for how the business will carry out its daily operations, deliver products or services, and meet customer demands. It typically includes several key components; operational goals and objectives, desired outcomes, and performance metrics. This helps align the activities of different departments or teams with the broader organizational objectives. Processes and procedures are the highlights of the operations plan, along with the timelines and scheduling of implementing those objectives. Knowing how your business will actually conduct business is the perfect starting place for your success. 

Management Team

Comprised of experienced professionals, the management team brings together a shared commitment to excellence. They will understand the collaboration and strong leadership skills needed to effectively manage the entire team, and they will be guided by a customer-centric approach. A brief sketch of the management leaders and their relevant professional backgrounds completes this section of the business plan. 

Financial Plan

The financial plan completes the final section of the business plan template. It is a summary of the financial goals, along with the strategies and actions needed to achieve them. It also outlines key aspects, such as budgeting, savings, investment plans, and debt management that can adapt to changing circumstances and maximize financial stability and growth. Ultimately, the financial plan serves as a roadmap for informed decision-making and long-term financial success. Important financial projections such as a balance sheet and a cash flow statement can be made using google sheets

Crafting a well-thought-out, professional google docs business plan is vital for any entrepreneur or business owner. Using business plan template free google docs makes the effort less stressful, more cohesive, and simply inviting for potential stakeholders to review. We trust the creation of your business plan will lead to new beginnings, new directions and sustained long-term growth in your successful business ahead. 

Best Business Plan Templates for Google Docs

In today’s highly competitive business environment, crafting a well-structured and detailed business plan is essential for success. The significance of these plans extends beyond mere documentation; they are critical tools for strategic planning, securing funding, and guiding business growth. Realizing this need, Google Docs has become a valuable tool for developing many free business plan templates. These templates are designed to cater to a wide array of business needs, enabling entrepreneurs and business owners to develop comprehensive plans with ease and efficiency.

The beauty of these Google Docs Business Plan Templates lies in their blend of simplicity and effectiveness. They are more than mere placeholders for text; they are thoughtfully designed frameworks that guide users through the essential components of a business plan. From market analysis and financial planning to marketing strategies and operational structures, these templates cover all critical aspects of business planning. This article delves into the best business plan templates available on Google Docs this year, highlighting their unique features and suitability for different business scenarios.

1. One Page Business Plan Template

This concise template is ideal when you need to highlight key points succinctly. It includes a single page where you can list up to five main points, covering areas like company activities, values, market analysis, marketing strategies, and expected rewards​​.

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2. Marketing Strategy Business Plan Template

The Marketing Strategy Business Plan Template is a comprehensive tool for sculpting your path to success. It includes sections for executive summary, market analysis, and financial planning, providing a detailed framework for crafting an effective marketing strategy​​.

3. Restaurant Business Plan Template

Tailored for the food and beverage industry, this template is perfect for creating business plans for restaurants, cafes, and other catering establishments. It features sections for establishment name, concept, detailed strategy, and allows for photo and text integration​​.

4. Simple Business Plan Template 

Designed for efficiency and ease of use, this template is ideal for entrepreneurs who need a straightforward and concise business plan. It covers the essentials like business goals, target market, and basic financial planning, making it perfect for small startups or solo entrepreneurs looking for a no-fuss approach to business planning.

5. Lean Business Plan Template

The Lean Business Plan Template is versatile, fitting any business sector. It features a large chart, numbered list for structuring information, a gradient background in blue shades, and a low-key style, with ample space for all the important details​​.

6. Business Plan Outline Template

This template is designed to make a strong impression on banks and investors for your business. It’s a well-layered template that is fully customizable and easy to edit in MS Word or Pages. It can be downloaded instantly and features business standard fonts to ensure a fully formal plan with carefully crafted summaries and descriptions​​.

7. Attractive Business Plan Template 

This is a visually appealing template designed for creating a detailed business plan. It’s suitable for presenting your business vision and strategy in a professional manner.

8. Editable Trucking Business Plan Template 

This template is specifically tailored for outlining a trucking venture. It allows you to seamlessly integrate vital details such as company overview, financial projections, and operational strategies. It’s an editable and comprehensive document that provides a clear roadmap for success in the dynamic transportation industry​​.

9. Score Business Plan Template 

Ideal for small business owners, this template guides you through the process of creating a comprehensive business plan. It includes sections for market analysis, company structure, and financial projections, ensuring a well-rounded and professional plan.

10. Marketing Business Plan Template 

This template is designed for marketing professionals and businesses looking to outline their marketing strategies. It features segments for market research, target audience, branding, and a variety of marketing channels, making it a versatile tool for planning.

11. Photography Business Plan Template 

Ideal for photographers and photography businesses, this template helps outline your business goals, strategies, and financial forecasts in an organized way.

12. Business Plan Document Template 

Suitable for both startups and established businesses, this template helps structure your business vision, market strategies, and financial goals. It’s a key tool for attracting investments and presents data in a clear, understandable format. 

13. Trucking Business Plan Template 

Designed specifically for the trucking industry, this template guides you in detailing your business objectives, operational strategies, and financial projections. 

14. Example Business Plan Template 

A perfect starting point for new entrepreneurs, this template provides a standard structure for a business plan with example content. It covers areas like executive summary, market analysis, and operational strategies, offering a solid foundation for customization.

15. Bakery Business Plan Template 

Tailored for bakery owners, this template focuses on the unique aspects of running a bakery. It includes sections for menu offerings, supplier details, and bakery-specific marketing strategies, helping bakers craft a targeted business plan.

16. Construction Strategic Business Plan Template 

Specially designed for the construction industry, this template helps outline a strategic approach to business planning. It covers project management, resource allocation, and risk assessment, essential for construction businesses.

17. Bar Business Plan Template 

This template is perfect for bar owners and entrepreneurs. It includes specialized sections for bar operations, liquor inventory management, and customer engagement strategies, ensuring a comprehensive plan for running a successful bar.

18. Sample Business Plan Template 

A general template suitable for various business types. It provides a basic structure with key sections like company overview, market analysis, and financial planning, offering a flexible framework for different business models.

Each of these Google Docs templates offers unique features and layouts suited to different business needs. Whether you’re drafting a concise one-page summary or a detailed marketing strategy, these templates provide the framework to present your ideas clearly and effectively. They simplify the planning process, allowing you to focus more on strategy and less on formatting. With these tools, crafting a compelling and comprehensive business plan has never been easier.

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Business Plan Template for Small Businesses

Business planning can feel complicated. it doesn't have to be. start putting pen to paper today with your free business plan template download..

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Our free business plan template includes:

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Why you need a business plan template

Writing a business plan can seem like a big task, especially if you’re starting a business for the first time and don’t have a financial background. After all, business plans have changed over the years, and what lenders and investors expect now is different than it was even just 10 years ago.

But using a business plan template will help you:

• Develop a strategy for success
• Reduce the risk of starting a business
• Explore new business ideas
• Attract investors and get funding

Learn more about how you can get value out of your business plan .

What is included in this free business plan template?

This business plan template includes definitions, guidance, and examples for every business plan component needed to start, fund, and grow your business.

After downloading the full template of a business plan, you’ll receive instructions on how to fill out each of the following sections.

Executive summary

The brief summary of your business plan introduces everyone to your business, the problem you solve, and what you’re asking from your readers. It’s the first chapter of your business plan and the last thing you write once you have the details from your full plan.

Problem & solution

More than a simple description of your products and services – here you define the problem you’re solving and the value you provide. It’s also your chance to showcase any initial traction that shows you’re on the right track.

Market analysis and target market

A detailed assessment of the market you intend to enter, including the size and value of the market, potential customer segments, and their buying patterns.

Competition

Show that you know who your competitors are, what advantages you have, and how you’re positioning your business to be competitive.

Marketing & sales

Describe how you’ll reach and sell to potential customers with a detailed sales plan and chosen marketing channels.

What makes your business run? Outline the day-to-day workflows and what needs to be set up for your business to deliver a product or service.

Milestones & metrics

Set goals for your business that include the dates and people responsible for accomplishing them. This is what you’ll use to manage responsibilities, track growth, and execute your larger strategy.

Company overview and team

Provide a brief rundown of the legal and structural components of your company, including your history, current team, and gaps you need to fill.

Financial plan

Create well-structured and accurate financial statements to help you pitch to investors, land funding, and achieve long-term success. All without the help of a financial advisor or a degree in accounting.

While not required, this last section of your business plan is a great place to drop in additional documents that support and strengthen the rest of your plan.

How do you write a simple business plan?

If you’re exploring a business idea and don’t plan to pursue funding, then you actually don’t need to write a traditional business plan. Instead, opt for a one-page plan , which is far easier to create but just as effective.

To write a simple one-page business plan, follow the same core sections as a traditional plan. But instead of lengthy paragraphs and multiple pages covering each area of your business, stick with single sentences and bulleted lists.

If a one-page plan sounds like a better option, download our free simple one-page business plan template to get started.

Start your business plan today

Whether you're writing a business plan to validate your business idea, secure funding, or grow your existing business – our free business plan template will help you achieve your goals.

Business plan template FAQ

What file formats are available for this business plan template?

Our free business plan template is available to download in a number of common file formats including Google Docs, Microsoft Word (doc.x), or as a free business plan PDF . You only have to provide your email address once in order to access all file types for this business plan template.

Can you print out this template for a business plan?

This is a printable business plan template—no matter if you download it as a pdf or word document, or access via Google Docs. The template is pre-formatted and structured to fit lender and investor standards, but can be edited and adjusted to suite your needs before printing. Just be aware that any changes may unintentionally break the template, so make sure to review before printing.

Why should I start with a business plan template?

You should start with a good business plan template (like this one) to avoid having to make guesses about what to include in your business plan and how to structure the document. This business plan template helps you organize your thoughts, and provides guidance, instructions, and examples to create an investor-ready and SBA-approved business plan format. It really speeds up the planning process. Oh, and it's 100% free!

Can I write a business plan myself?

You can absolutely write a business plan by yourself. Millions of entrepreneurs have been in your exact situation and have been able to write complete, detailed, and useful business plans. By using a business plan template, you can speed up the writing process, avoid costly mistakes, and write your business plan without having to pay for additional support.

What are the steps to write a business plan?

The steps to write a business plan include:

• Defining the opportunity: Explain the problem your business solves, the solution you offer, your target market, and the competitive landscape.
• Describing how you'll execute: Outline your marketing and sales strategies, operational plan, milestones, and success metrics.
• Adding company details: Provide information about your business structure, ownership, and team.
• Creating a financial plan and forecasts: Include detailed financial statements, forecasts, and funding requirements.
• Adding supplementary info to your appendix: Add any additional information, such as resumes, permits, and other relevant documents.
• Summarizing your plan: While it may be first, do your executive summary last. In it, you'll briefly summarize your business, highlighting key points such as mission, product/service, and basic financial information.

For additional information, check out our full step-by-step guide to write a business plan .

How many hours does it take to write a business plan?

It can take as little as 30-minutes to write a fully functioning business plan. However, if you need to create a more detailed business plan it can take multiple hours to actually write the full document. To save yourself time, be sure to pick an appropriate business plan type for your intended use case. Additionally, do any necessary research and collect your notes and other documentation beforehand so that you can focus all your effort on writing your business plan.

How can I write a simple business plan?

To write a simple business plan it's best to use a one-page business plan format. A one-page business plan includes all of the same components as a more detailed business plan but is designed to fit on a single page—making it more useful as an internal planning tool. If you still want to use a traditional business plan template, just focus on using bulleted lists and short sentences while writing to create a simpler business plan.

Is writing a business plan easy?

Writing a business plan can be easy if you use the right tools, understand your business, and come in prepared to write your business plan. Using a business plan template can make writing a business plan easier. Additionally, if you focus on just getting your information down quickly, with the expectation that you'll revisit and revise your plan, you can speed up and simplify the process .

Can someone else write my business plan for me?

Yes, you can hire a professional business plan writer to write your business plan for you. Working with a professional can be especially useful if you're still struggling to write your business plan even when using a template for your business plan. Just be prepared to talk about your business, provide the appropriate details, and review the finished business plan to be sure it actually reflects your business. If you need help vetting professional business plan writers, check out our free resource to help you ask just the right questions  of potential plan writers.

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Business Plans

Business Plan Templates

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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?

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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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Every business is set up keeping some kind of goals or objectives in mind. The business plan highlights these goals or objectives and outlines and explains the procedures to be done to make the goals a reality. It should also mention the time frame within which the goals need to be attained. Simple Business Plan Templates help in making these plans samples .

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• Google Sheets

Step 1: Do the Research

Step 2: determine the purpose, step 3: make the profile, step 4: document the required parts, step 5: specify the marketing plan, step 6: target your audience.

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Simple Business Plan Template (2024)

Updated: May 4, 2024, 4:37pm

Table of Contents

Why business plans are vital, get your free simple business plan template, how to write an effective business plan in 6 steps, frequently asked questions.

While taking many forms and serving many purposes, they all have one thing in common: business plans help you establish your goals and define the means for achieving them. Our simple business plan template covers everything you need to consider when launching a side gig, solo operation or small business. By following this step-by-step process, you might even uncover a few alternate routes to success.

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Whether you’re a first-time solopreneur or a seasoned business owner, the planning process challenges you to examine the costs and tasks involved in bringing a product or service to market. The process can also help you spot new income opportunities and hone in on the most profitable business models.

Though vital, business planning doesn’t have to be a chore. Business plans for lean startups and solopreneurs can simply outline the business concept, sales proposition, target customers and sketch out a plan of action to bring the product or service to market. However, if you’re seeking startup funding or partnership opportunities, you’ll need a write a business plan that details market research, operating costs and revenue forecasting. Whichever startup category you fall into, if you’re at square one, our simple business plan template will point you down the right path.

Copy our free simple business plan template so you can fill in the blanks as we explore each element of your business plan. Need help getting your ideas flowing? You’ll also find several startup scenario examples below.

Download free template as .docx

Whether you need a quick-launch overview or an in-depth plan for investors, any business plan should cover the six key elements outlined in our free template and explained below. The main difference in starting a small business versus an investor-funded business is the market research and operational and financial details needed to support the concept.

1. Your Mission or Vision

Start by declaring a “dream statement” for your business. You can call this your executive summary, vision statement or mission. Whatever the name, the first part of your business plan summarizes your idea by answering five questions. Keep it brief, such as an elevator pitch. You’ll expand these answers in the following sections of the simple business plan template.

• What does your business do? Are you selling products, services, information or a combination?
• Where does this happen? Will you conduct business online, in-store, via mobile means or in a specific location or environment?
• Who does your business benefit? Who is your target market and ideal customer for your concept?
• Why would potential customers care? What would make your ideal customers take notice of your business?
• How do your products and/or services outshine the competition? What would make your ideal customers choose you over a competitor?

These answers come easily if you have a solid concept for your business, but don’t worry if you get stuck. Use the rest of your plan template to brainstorm ideas and tactics. You’ll quickly find these answers and possibly new directions as you explore your ideas and options.

2. Offer and Value Proposition

This is where you detail your offer, such as selling products, providing services or both, and why anyone would care. That’s the value proposition. Specifically, you’ll expand on your answers to the first and fourth bullets from your mission/vision.

As you complete this section, you might find that exploring value propositions uncovers marketable business opportunities that you hadn’t yet considered. So spend some time brainstorming the possibilities in this section.

For example, a cottage baker startup specializing in gluten-free or keto-friendly products might be a value proposition that certain audiences care deeply about. Plus, you could expand on that value proposition by offering wedding and other special-occasion cakes that incorporate gluten-free, keto-friendly and traditional cake elements that all guests can enjoy.

3. Audience and Ideal Customer

Here is where you explore bullet point number three, who your business will benefit. Identifying your ideal customer and exploring a broader audience for your goods or services is essential in defining your sales and marketing strategies, plus it helps fine-tune what you offer.

There are many ways to research potential audiences, but a shortcut is to simply identify a problem that people have that your product or service can solve. If you start from the position of being a problem solver, it’s easy to define your audience and describe the wants and needs of your ideal customer for marketing efforts.

Using the cottage baker startup example, a problem people might have is finding fresh-baked gluten-free or keto-friendly sweets. Examining the wants and needs of these people might reveal a target audience that is health-conscious or possibly dealing with health issues and willing to spend more for hard-to-find items.

However, it’s essential to have a customer base that can support your business. You can be too specialized. For example, our baker startup can attract a broader audience and boost revenue by offering a wider selection of traditional baked goods alongside its gluten-free and keto-focused specialties.

4. Revenue Streams, Sales Channels and Marketing

Thanks to our internet-driven economy, startups have many revenue opportunities and can connect with target audiences through various channels. Revenue streams and sales channels also serve as marketing vehicles, so you can cover all three in this section.

Revenue Streams

Revenue streams are the many ways you can make money in your business. In your plan template, list how you’ll make money upon launch, plus include ideas for future expansion. The income possibilities just might surprise you.

For example, our cottage baker startup might consider these revenue streams:

• Product sales : Online, pop-up shops , wholesale and (future) in-store sales
• Affiliate income : Monetize blog and social media posts with affiliate links
• Advertising income : Reserve website space for advertising
• E-book sales : (future) Publish recipe e-books targeting gluten-free and keto-friendly dessert niches
• Video income : (future) Monetize a YouTube channel featuring how-to videos for the gluten-free and keto-friendly dessert niches
• Webinars and online classes : (future) Monetize coaching-style webinars and online classes covering specialty baking tips and techniques
• Members-only content : (future) Monetize a members-only section of the website for specialty content to complement webinars and online classes
• Franchise : (future) Monetize a specialty cottage bakery concept and sell to franchise entrepreneurs

Sales Channels

Sales channels put your revenue streams into action. This section also answers the “where will this happen” question in the second bullet of your vision.

The product sales channels for our cottage bakery example can include:

• Mobile point-of-sale (POS) : A mobile platform such as Shopify or Square POS for managing in-person sales at local farmers’ markets, fairs and festivals
• E-commerce platform : An online store such as Shopify, Square or WooCommerce for online retail sales and wholesale sales orders
• Social media channels : Facebook, Instagram and Pinterest shoppable posts and pins for online sales via social media channels
• Brick-and-mortar location : For in-store sales , once the business has grown to a point that it can support a physical location

Channels that support other income streams might include:

• Affiliate income : Blog section on the e-commerce website and affiliate partner accounts
• Advertising income : Reserved advertising spaces on the e-commerce website
• E-book sales : Amazon e-book sales via Amazon Kindle Direct Publishing
• Video income : YouTube channel with ad monetization
• Webinars and online classes : Online class and webinar platforms that support member accounts, recordings and playback
• Members-only content : Password-protected website content using membership apps such as MemberPress

Nowadays, the line between marketing and sales channels is blurred. Social media outlets, e-books, websites, blogs and videos serve as both marketing tools and income opportunities. Since most are free and those with advertising options are extremely economical, these are ideal marketing outlets for lean startups.

However, many businesses still find value in traditional advertising such as local radio, television, direct mail, newspapers and magazines. You can include these advertising costs in your simple business plan template to help build a marketing plan and budget.

5. Structure, Suppliers and Operations

This section of your simple business plan template explores how to structure and operate your business. Details include the type of business organization your startup will take, roles and responsibilities, supplier logistics and day-to-day operations. Also, include any certifications or permits needed to launch your enterprise in this section.

Our cottage baker example might use a structure and startup plan such as this:

• Business structure : Sole proprietorship with a “doing business as” (DBA) .
• Permits and certifications : County-issued food handling permit and state cottage food certification for home-based food production. Option, check into certified commercial kitchen rentals.
• Roles and responsibilities : Solopreneur, all roles and responsibilities with the owner.
• Supply chain : Bulk ingredients and food packaging via Sam’s Club, Costco, Amazon Prime with annual membership costs. Uline for shipping supplies; no membership needed.
• Day-to-day operations : Source ingredients and bake three days per week to fulfill local and online orders. Reserve time for specialty sales, wholesale partner orders and market events as needed. Ship online orders on alternating days. Update website and create marketing and affiliate blog posts on non-shipping days.

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6. Financial Forecasts

Your final task is to list forecasted business startup and ongoing costs and profit projections in your simple business plan template. Thanks to free business tools such as Square and free marketing on social media, lean startups can launch with few upfront costs. In many cases, cost of goods, shipping and packaging, business permits and printing for business cards are your only out-of-pocket expenses.

Cost Forecast

Our cottage baker’s forecasted lean startup costs might include:

Gross Profit Projections

This helps you determine the retail prices and sales volume required to keep your business running and, hopefully, earn income for yourself. Use product research to spot target retail prices for your goods, then subtract your cost of goods, such as hourly rate, raw goods and supplier costs. The total amount is your gross profit per item or service.

Here are some examples of projected gross profits for our cottage baker:

Bottom Line

Putting careful thought and detail in a business plan is always beneficial, but don’t get so bogged down in planning that you never hit the start button to launch your business . Also, remember that business plans aren’t set in stone. Markets, audiences and technologies change, and so will your goals and means of achieving them. Think of your business plan as a living document and regularly revisit, expand and restructure it as market opportunities and business growth demand.

Is there a template for a business plan?

You can copy our free business plan template and fill in the blanks or customize it in Google Docs, Microsoft Word or another word processing app. This free business plan template includes the six key elements that any entrepreneur needs to consider when launching a new business.

What does a simple business plan include?

A simple business plan is a one- to two-page overview covering six key elements that any budding entrepreneur needs to consider when launching a startup. These include your vision or mission, product or service offering, target audience, revenue streams and sales channels, structure and operations, and financial forecasts.

How can I create a free business plan template?

Start with our free business plan template that covers the six essential elements of a startup. Once downloaded, you can edit this document in Google Docs or another word processing app and add new sections or subsections to your plan template to meet your specific business plan needs.

What basic items should be included in a business plan?

When writing out a business plan, you want to make sure that you cover everything related to your concept for the business,  an analysis of the industry―including potential customers and an overview of the market for your goods or services―how you plan to execute your vision for the business, how you plan to grow the business if it becomes successful and all financial data around the business, including current cash on hand, potential investors and budget plans for the next few years.

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Krista Fabregas is a seasoned eCommerce and online content pro sharing more than 20 years of hands-on know-how with those looking to launch and grow tech-forward businesses. Her expertise includes eCommerce startups and growth, SMB operations and logistics, website platforms, payment systems, side-gig and affiliate income, and multichannel marketing. Krista holds a bachelor's degree in English from The University of Texas at Austin and held senior positions at NASA, a Fortune 100 company, and several online startups.

Business Plan: YOUR COMPANY NAME

Business Name

City, State, Zip

TABLE OF CONTENTS

TABLE OF CONTENTS         1

Confidentiality Agreement         2

I. EXECUTIVE SUMMARY         4

II. COMPANY DESCRIPTION         5

III. Products & Services         8

IV. Marketing Plan         9

SWOT Analysis         15

V. Operational Plan         22

VI. Management & Organization         24

VII. Startup Expenses & Capitalization         28

VIII. Conclusion         33

IX. Instructions: Appendices         35

X. References          36         

Confidentiality Agreement

The undersigned reader acknowledges that any information provided by _________________________ in this business plan, other than information that is in the public domain, is confidential in nature, and that any disclosure or use of same by the reader may cause serious harm or damage to ________________________. Therefore, the undersigned agrees not to disclose it without express written permission from ________________________________.

Upon request, the undersigned reader will immediately return this document to ___________________________.

___________________ Signature

___________________ Name (typed or printed)

___________________ Date

This is a business plan. It does not imply an offering of securities.

USE THIS TEMPLATE AS A GUIDE FOR WRITING YOUR BUSINESS PLAN. DELETE ALL ASSIGNMENT INSTRUCTIONS.,BUT KEEP THE WORKSHEETS AND TABLES. RETAIN ALL SUBJECT HEADINGS. THE SECTIONS DO NOT HAVE TO BE LONG AND WORDY, BUT SHOULD ADDRESS THE QUESTIONS. FEEL FREE TO CHANGE THE TEMPLATE .

EXECUTIVE SUMMARY

The Executive Summary is the most important part of your business plan. Often, it’s the only part that a prospective investor or lender reads before deciding whether or not to read the rest of your plan. It should convey your enthusiasm for your business idea and get readers excited about it, too.

Write your Executive Summary LAST, after you have completed the rest of the business plan. That way, you’ll have thought through all the elements of your startup and be prepared to summarize them.

The Executive Summary should briefly explain each of the below.

• An overview of your business idea (one or two sentences).
• A description of your product and/or service.  What problems are you solving for your target customers?
• Your goals for the business.  Where do you expect the business to be in one year, three years, five years?
• Your proposed target market.  Who are your ideal customers?
• Your competition and what differentiates your business.  Who are you up against, and what unique selling proposition will help you succeed?
• Your management team and their prior experience.  What do they bring to the table that will give your business a competitive edge?
• Financial outlook for the business. If you’re using the business plan for financing purposes, explain exactly how much money you want, how you will use it, and how that will make your business more profitable.

Limit your Executive Summary to one or two pages in total.

After reading the Executive Summary, readers should have a basic understanding of your business, should be excited about its potential, and should be interested enough to read further.

After you’ve completed your business plan, come back to this section to write your executive summary on the next page .

II. COMPANY DESCRIPTION

This section explains the basic elements of your business. Include each of the below:

• Name of your business .
• Name of founders
• What type of business are you starting? (service, retail, wholesale, products).
• Include your industry’s SIC code  (search the SIC Manual at:                  

https://www.osha.gov/pls/imis/sicsearch.html

• 1 paragraph summary of your business concept (use the Business Concept Paper as a reference).
• Company mission statement

A mission statement is a brief explanation of your company’s reason for being. It can be as short as a marketing tagline (“ MoreDough is an app that helps consumers manage their personal finances in a fun, convenient way ”) or more involved: (“ Doggie Tales is a dog daycare and grooming salon specializing in convenient services for urban pet lovers. Our mission is to provide service, safety and a family atmosphere, enabling busy dog owners to spend less time taking care of their dog’s basic needs and more time having fun with their pet.”) In general, it’s best to keep your mission statement to one or two sentences.

• Company philosophy and vision
• What values does your business live by? Honesty, integrity, fun , innovation  and community  are values that might be important to your business philosophy.
• What will your business's image be? (quality and price of my products or services, the location and appearance of my facilities, level of employee assistance to customers, types of customers I will sell to).
• What’s your unique selling proposition (Why will the market buy from YOU? More value? Better? Unique? Lower cost? Quality? Unique? Faster?)
• Vision  refers to the long-term outlook for your business. What do you ultimately want it to become? For instance, your vision for your doggie day-care center might be to become a national chain, franchise or to sell to a larger company.
• Company goals

Specify your long- and short-term goals as well as any milestones or benchmarks you will use to measure your progress. For instance, if one of your goals is to open a second location, milestones might include reaching a specific sales volume or signing contracts with a certain number of clients in the new market.

• Target market

You will cover this in-depth in the Marketing Plan section. Here, briefly explain who your target customers are.

• Legal structure

Is your business a sole proprietorship, LLC, partnership or corporation? Why did you choose this particular form of business?

After reading the Company Description, the reader should have a basic understanding of your business’s mission and vision, goals, target market, competitive landscape and legal structure.

Company Description Worksheet

Use the worksheet as a guide to writing your company description.

III. Products & Services

This section is an assessment of the overall appeal of the product or service being proposed. Expand on the basic information about your products and services included in the Executive Summary and Company Description. Explain in detail each of the below:

• Your company’s products and/or services:  What do you sell, and how is it manufactured or provided? Include details of relationships with suppliers, manufacturers and/or partners that are essential to delivering the product or service to customers.
• The problem the product or service solves : Every business needs to solve a problem that its customers face. Explain what the problem is and how your product or service solves it. What is the need for your product or service?
• What are its benefits, features and unique selling proposition ? Why is your solution is better than other companies (i.e. your business targets a customer base your competitors are ignoring, or has some other characteristic that gives it a competitive edge). Using feedback from others and the business concept tests, describe why your product or service is desirable. Why would someone buy it?
• Any proprietary features that give you a competitive advantage : Do you have a patent on your product or a patent pending? Do you have exclusive agreements with suppliers or vendors to sell a product or service that none of your competitors sell? Do you have the license for a product, technology or service that’s in high demand and/or short supply?
• How you will price your product or service : Describe the pricing, fee, subscription or licensing structure of your product or service. How does your product or service fit into the competitive landscape in terms of pricing—are you on the low end, mid-range or high end? How will that pricing strategy help you attract customers? What is your projected profit margin (i.e. cost to produce vs. earnings)?  

Include any product or service details, such as technical specifications, drawings, photos, or other support information, in the Appendices.

After reading the Products & Services section, the reader should have a clear understanding of what your business does, what problem it solves for customers, and the unique selling proposition that makes it competitive.

IV. Marketing Plan

Industry/target market research is an assessment of the overall appeal of the industry and the target market for the product or service being proposed. here’s a link for sources to conduct market research..

This section provides details on your industry, the competitive landscape, your target market and how you will market your business to those customers. Explain in detail each of the below.

• Industry attractiveness
• Describe the industry your business will fit into to.
• What is the industry like now?
• Quantify the Total market: (determine how many units of a product are consumed dollars are spent each year for the service or product).
• Trends in the industry – is it growing or shrinking?
• Critical success factors required to lead the industry.

Barriers to entry

What barriers to entry does your startup face, and how do you plan to overcome them barriers to entry might include:.

• High startup costs
• High production costs
• High marketing costs
• Brand recognition challenges
• Finding qualified employees
• Need for specialized technology or patents

         Once your business surmounts the barriers to entry you mentioned, what additional threats might it face? Explain how the following could affect your startup:

• Changes in government regulations
• Changes in technology
• Changes in the economy
• Changes in your industry
• Do these trends represent opportunities or problems?
• What factors will push the industry towards being an international or global industry or prevent it from becoming international or global?
• Timeliness of entry into the target market
• What are the benefits of starting your business at this moment in time based on the current state of your industry, and your target market? You must determine if a window of opportunity exists for the product or service. You can do this by studying your industry.  

Product/Service Features

• Describe all of your products or services, being sure to focus on the customer’s point of view. For each product or service:
• Describe the most important features. What is special about it? Will my products/services be different from what is already available? In what way? (e.g., convenience, quality, service, price)
• Describe the most important benefits. What does it do for the customer?
• Consider what need or demand your product or service will satisfy in the marketplace? (An idea is only viable if people are willing to pay you for what it provides).
• Are these products/services already available in the marketplace? If so, how and where? If not, why not?
• In this section, explain any after-sale services you plan to provide, such as:
• Product delivery
• Warranty/guarantee
• Service contracts
• Ongoing support
• Refund policy
• Target Customers

Who will buy the product or service? Are there enough customers to support the business? Most firms do not try to service their entire industry, only a specific target market within the industry. It’s important to assess both the broad industry and your specific target market.

• Describe your target (ideal) customer in detail.  
• Family size?
• Occupation?
• Marital status?
• Nationality?

You may have more than one target customer group. For instance, if you sell a product to consumers and small businesses.

For businesses customers:

• Stage in business (startup, growing, mature)
• Annual sales

Target Market Research

Include information on the follow questions:

• Why will customers buy your products or service ?

(Possibilities include need, luxury, impulse, replacement, improvement, status, pleasure, quality, price, guarantee, durability.)

• Where do my customers buy the product or service now?
• How do my customers buy the product or service?
• When will my customers buy my products/services? (Particular times of the year, month, week, day.)
• How often will customers buy my products/services? In what quantity?
• How many potential customers are in my market area?
• What are the key success factors in satisfying my clients?
• Competition

One of the biggest mistakes you can make in a business plan is to claim you have “no competition.” Every business has competitors. Your plan must show that you’ve identified yours and understand how to differentiate your business.

Consider the following questions in your description of competitors:

• Who will my major competitors be and where are they located?
• What are the major strengths of each competitor?
• What are the major weaknesses?
• Do any of my major competitors plan to expand? At what location?
• Are there any new competitors about to start operating in my market area? Where?
• Have any competitors gone out of business in the past two years? If so why?
• Will growing demand permit a new business to enter the market or will I be attempting to take business away from my competitors?
• What share of the market do you expect to capture (enter a percentage)?
• Can you define the key strategies to compete? To maintain and grow your business ?

Use the Competitor Data Collection Plan  on the this page to brainstorm ways you can collect information about competitors in each category.

Competitor Data Collection Plan

Once you’ve identified your major competitors, use the Competitive Analysis Worksheet  on this page to compare your business to theirs.

Competitive Analysis Worksheet

For each factor listed in the first column, assess whether you think it’s a strength or a weakness (S or W) for your business and for your competitors. Then rank how important each factor is to your target customer on a scale of 1 to 5 (1 = very important; 5 = not very important). Use this information to explain your competitive advantages and disadvantages.

SWOT Analysis

Industry/target market feasibility is an assessment of the overall appeal of the industry and the target market for the product or service being proposed.

Write your own SWOT analysis, (strengths, weaknesses, opportunities and threats) using this matrix. What advantages do you have over your competitors?

SWOT ANALYSIS

7. Positioning

Now that you’ve assessed your industry, product/service, customers and competition, you should have a clear understanding of your business’s niche (your unique segment of the market) as well as your positioning (how you want to present your company to customers). Explain these in a short paragraph.

In this section, explain the marketing and advertising tactics you plan to use. Advertising may include:

• Cable television
• Out-of-home
• Internet Ads

Which media will you advertise in, why and how often?

Marketing may include:

• Business website
• Social media marketing
• Email marketing
• Mobile marketing
• Search engine optimization
• Content marketing
• Print marketing materials (brochures, flyers, business cards)
• Public relations
• Trade shows
• Word-of-mouth

What image do you want to project for your business brand?

What design elements will you use to market your business? (This includes your logo, signage and interior design.) Explain how they’ll support your brand.

Promotional budget

How much do you plan to spend on the marketing and advertising outreach above:

• Before startup (These numbers will go into your startup budget)
• On an ongoing basis (These numbers will go into your operating plan budget)

Use the Marketing Expenses Strategy Chart   on the next page to help figure out the cost of reaching different target markets.  

Marketing Expenses Strategy Chart

Download the Annual Marketing Budget Template . Using the information you’ve gathered, for help creating your annual marketing budget.

You explained pricing briefly in the “Products & Services” section; now it’s time to go into more detail. How do you plan to set prices? Keep in mind that few small businesses can compete on price without hurting their profit margins. Instead of offering the lowest price, it’s better to go with an average price and compete on quality and service. Describe your pricing strategy in a short paragraph.

• Does your pricing strategy reflect your positioning?
• Compare your prices with your competitors’. Are they higher, lower or the same? Why?
• How important is price to your customers? It may not be a deciding factor.
• What will your customer service and credit policies be?

Use the Pricing Strategy Worksheet  on the next page to help with your pricing.

Pricing Strategy Worksheet

9. Location or proposed location

If you have a location picked out, explain why you believe this is a good location for your startup. If you haven’t chosen a location yet, explain what you’ll be looking for in a location and why, including:

• Convenient location for customers. Consider, based on target customers, what location would be best for your business (if applicable)? If customers have to come to my store location, how far will they be willing to travel to get to my business?
• Adequate parking for employees and customers
• Proximity to public transportation or major roads
• Type of space (industrial, retail, etc.)
• Types of businesses nearby

Focus on the location of your building, not the physical building itself. You’ll discuss that later, in the Operations section.

Distribution channels

What methods of distribution will you use to sell your products and/or services? These may include:

• Direct sales
• Inside sales force
• Outside sales representatives

If you have any strategic partnerships or key distributor relationships that will be a factor in your success, explain them here.

After reading the Marketing Plan section, the reader should understand who your target customers are, how you plan to market to them, what sales and distribution channels you will use, and how you will position your product/service relative to the competition.  

V. Operational Plan

This section details what is required for your business to operate successfully. Organizational feasibility analysis determines whether a proposed business has sufficient management expertise and resources to successfully launch its business.

How will you produce your product or deliver your service (supplies, manufacturing, equipment needed)? Describe your production methods, the equipment you’ll use and how much it will cost to produce what you sell.

• How will you maintain consistency? Describe the quality control procedures you’ll use
• Technology  
• This is where you list the technology required for your business.
• Legal environment
• What type of legal environment will your business operate in? How are you prepared to handle legal requirements? Include details such as:
• Any licenses and/or permits that are needed and whether you’ve obtained them
• Any trademarks, copyrights or patents to someone else’s intellectual property to operate your business?
• The insurance coverage your business requires and how much it costs
• Any environmental, health or workplace regulations affecting your business
• What type of personnel will your business need? Explain details such as:
• What types of employees? Are there any licensing or educational requirements?
• How many employees will you need?
• Will you ever hire freelancers or independent contractors?
• Include job descriptions.
• What is the pay structure (hourly, salaried, base plus commission, etc.)?
• How do you plan to find qualified employees and contractors?
• What type of training is needed and how will you train employees?

Download the Job Analysis Worksheet  and use it   to help you answer the questions above.  

If applicable explain your business inventory requirements:

• What kind of inventory will you keep on hand (raw materials, supplies, finished products)?
• What will be the average value of inventory (in other words, how much are you investing in inventory)?
• What rate of inventory turnover do you expect? How does this compare to industry averages?
• Will you need more inventory than normal during certain seasons? (For instance, a retailer might need additional inventory for the holiday shopping season.)
• What is your lead time for ordering inventory?

If applicable, list your key suppliers, including:

• Names, addresses, websites
• Type and amount of inventory furnished
• Their credit and delivery policies
• History and reliability
• Do you expect any supply shortages or short-term delivery problems? If so, how will you handle them?
• Do you have more than one supplier for critical items (as a backup)?
• Do you expect the cost of supplies to hold steady or fluctuate? If the latter, how will you deal with changing costs?
• What are your suppliers’ payment terms?

Credit policies

If you plan to sell to customers on credit, explain:

• Whether this is typical in your industry (do customers expect it)?
• What your credit policies will be. How much credit will you extend? What are the criteria for extending credit?
• How will you check new customers’ creditworthiness?
• What credit terms will you offer?
• Detail how much it will cost you to offer credit, and show that you’ve built these costs into your pricing structure.
• How will you handle slow-paying customers? Explain your policies, such as when you will follow up on late payments, and when you will get an attorney or collections agency involved.

After reading the Operational Plan section, the reader should understand how your business will operate on a day-to-day basis.

VI. Management & Organization

This section focuses on your skills and experience. Why are you qualified to start and manage this business? Passion, existing computer skills, past work experience, professional networks, experience managing money, college degrees—are all factors. If you’re using your business plan to get financing, know that investors and lenders carefully assess whether you have a qualified management team.

• Biographies

Include brief biographies of the owner/s and key employees. Include resumes in the Appendix. Here, summarize your experience and those of your key employees in a few paragraphs per person. Focus on the prior experience and skills that have prepared your team to succeed in this business. If anyone has previous experience starting and growing a business, explain this in detail.

Explain how you plan to fill in any gaps in management and/or experience. For instance, if you lack financial know-how, will you hire a CFO or retain an accountant? If you don’t have sales skills, will you hire an in-house sales manager or use outside sales reps?

List the members of your professional/advisory support team, including:

• Board of directors
• Advisory board
• Insurance agent
• Consultants
• Mentors and other advisors

If they have experience or specializations that will increase your chances of success, explain. For instance, does your mentor have experience launching and growing a similar business?

Organization Chart

Develop and include an organization chart. This should include both roles that you’ve already filled and roles you plan to fill in the future.

After reading the Management & Organization section, the reader should feel confident that you have a qualified team leading your business.  

Use the Management Worksheet  and Organization Chart  on the next two pages to highlight your management team.

Management Worksheet

VII. Startup Expenses & Capitalization

In this section, detail the expenses involved in opening for business and how much capital you’ll need. (Do not include ongoing expenses after your business opens; those are listed in the Financial Plan.) Estimating startup expenses as accurately as possible helps you gather enough startup capital. Include a section on the following:

• Total Start-Up Cash Needed . The startup costs (which include capital investments and operating expenses) should include all the costs necessary for the business to make its first sale. New firms typically need money for a host of purposes, including the hiring of personnel, office or manufacturing space, equipment, training, research and development, marketing, and the initial product rollout.
• Financial Performance of Similar Businesses (Compare your business to similar, established businesses. Research financial reports on those firms to find out how much revenue they generate annually).
• Overall Financial Attractiveness of the Proposed Venture (Multiply the number of customers you expect to have annually by the average purchase amount for each sale. Consider annual projected revenue for three years.)

Complete the following templates on finances:

Total Startup Cash Needed (to Make First Sale)

VIII. Conclusion

Discuss if and why your business can succeed. Be honest in your assessment because investors won't just look at your conclusions they will also look at the data and will question if your conclusions are unrealistic.

• Recommendations & Findings
• Conclusion should answer the question: Is this business feasible to start and why?

Use the feasibility chart as a guide.

Overall Feasibility: Summary and Conclusion

	Overall Feasibility of the Business Idea Based on Each Part	Suggestions for Improving the Feasibility
Product/Market Feasibility	Not feasible  Unsure  Feasible  Industry/Market Feasibility Not feasible  Unsure  Feasible  Organizational Feasibility Financial Feasibility Overall Assessment IX. Instructions: Appendices Below are some elements many business owners include in their Appendices. Agreements (Leases, contracts, purchase orders, letters of intent, etc.) Intellectual property (trademarks, licenses, patents, etc.) Resumes of owners/key employees Advertising/marketing materials Public relations/publicity Blueprints/plans List of equipment Market research studies You can also include any other materials that will give readers a fuller picture of your business or support the projections and assumptions you make in your plan. For instance, you might want to include photos of your proposed location, illustrations or photos of a product you are patenting, or charts showing the projected growth of your market. After reviewing the Appendices, the reader should feel satisfied that the assumptions throughout the plan are backed up by documentation and evidence. X. REFERENCES YOU MUST INCLUDE A REFERENCE LIST OF RESEARCH SOURCES. Instructions: Refining the Plan Modify your business plan for your specific needs, audience and industry. Here are some guidelines to help: For Raising Capital from Bankers Bankers want to know that you’ll be able to repay the loan. If the business plan is for bankers or other lenders, include: How much money you’re seeking How you’ll use the money How that will make your business stronger Requested repayment terms (number of years to repay) For Raising Capital from Investors Investors are looking for dramatic growth, and they expect to share in the rewards. If the business plan is for investors, include: Investment amount you need short-term Investment amount you’ll need in two to five years How you’ll use the money and how that will help your business grow Estimated return on investment Exit strategy for investors (buyback, sale or IPO) Percentage of ownership you will give investors Milestones or conditions you will accept Financial reporting you will provide to investors How involved investors will be on the board or in management For a Manufacturing Business   Explain the operations involved in manufacturing your product/s. What equipment is needed? What are the production/capacity limits of the equipment? What are the production/capacity limits of the proposed physical plant? Is specialized labor needed? What raw materials do you need for manufacturing? Are there any special requirements for storing these? What quality control procedures will you use? How will you manage inventory levels? What is your supply chain? Explain any new products you’re developing, or products you plan to begin developing after startup. For a Service Business   Explain your prices and the methods used to set them . What systems and processes will you use for ensuring consistent delivery of services?   How will you measure employee productivity? Will you subcontract any work to other businesses? If so, what percentage of work will be subcontracted? Will you make a profit on subcontracting? Explain your credit, payment and collections policies and procedures. How will you maintain your client base and get long-term contracts? Explain any new services you’re developing or services you plan to add after startup. For a Retail Business List specific brands you plan to carry that will give you a competitive advantage. How will you manage inventory? What inventory management software will you use? What forms of payment will you accept? What payment processing service will you use? What point-of-sale software and hardware will you use? What are your customer service policies? How will you handle returns and exchanges? Will your retail store also have an ecommerce site, or is one planned for the future? For an Ecommerce Business   Will you sell a physical product, a service, a digital product (such as eBooks) or some combination of these? If you’re selling physical products, how will you brand and package them? Will you sell on your own website, online marketplaces (such as Amazon) or both? What technology providers and platforms will you use to run your ecommerce site? Web hosting service Web design service Shopping cart provider Payment processing service Fulfillment & shipping services Email marketing services Can the solutions you’ve chosen quickly scale up or down as needed? Where will you get your products? Will you manufacture them in-house, buy them from manufacturers or use drop shippers? How will you handle returns and exchanges?   What are your customer service policies? How will you provide customer service? Will you use any proprietary technology of your own and if so, what advantages does that give you? For a Software business What is your pricing structure? Will you use a free trial, “freemium” or paid business model? If you offer free services or a free trial option, how will you upsell customers to a payment model? What percentage of customers are expected to become paying customers? Have you tested your software? Are any “early adopters” already using the product? How will you encourage long-term contracts in order to create recurring revenues? How will you manage rapidly changing markets, technologies and costs? How will you keep your company competitive? Will you use in-house developers or outsource this function? How will you provide customer support? How will you retain key personnel? Are you using any proprietary or exclusive software that will give you a competitive edge? How will you protect your intellectual property? What additional products or updates to current products are you planning after launch? Now That You’re (Almost) Finished . . . Remember to go back, and complete the Executive Summary . Template adapted from Score Business Plan Deluxe Template Free Google Docs Marketing Plan Templates By Joe Weller | December 28, 2023 Share on Facebook Share on LinkedIn Link copied You can use a marketing plan template to build a strategy for meeting your business goals. We’ve collected free, editable marketing plan templates in Google Docs format that will help you define your plan.  Included on this page, you’ll find a  strategic marketing plan template , a  marketing plan template with a calendar , and more Google Docs Simple Marketing Plan Outline Download the Example Simple Marketing Plan Outline for Google Docs   Download the Blank Simple Marketing Plan Outline for Google Docs     Use this narrative-style marketing plan template, with or without sample data, to formulate a detailed marketing strategy. The narrative format provides space for an all-encompassing plan that includes research, development, and planning. This template is a universal tool ideal for any industry’s marketing success. Google Docs Strategic Marketing Plan Template Download the Strategic Marketing Plan Template for Google Docs This marketing plan template includes a challenge section for defining your business’s marketing problem and opportunity. Follow the template’s outline to take a strategic approach for defining the plan. Complete the situational analysis, target market, marketing strategy, and financial summary sections and subsections.  For marketing plan templates in additional formats such as Excel and Microsoft Word, check out  free marketing project plan templates . Google Docs Marketing Plan Template With Calendar Download the Marketing Plan Template With Calendar for Google Docs   This Google Docs marketing plan template includes a calendar for tracking your marketing deliverables. First complete the  Situational Analysis, Core Capabilities, Goals, Target Market, Marketing Strategy, and  Performance Standards & Measurement Methods  sections. Then schedule your deliverables using the calendar’s pre-built  National Marketing, Local Marketing, Public Relations, Social Media sections, and more. Marketing Plan-Related Templates A marketing plan template aligns your marketing objectives with the overall business objectives. Check out these customizable marketing plan templates designed to organize a strategic course of action for driving more customers to your product or service. Free Marketing Action Plan Templates Use one of these  marketing action plan templates to plan the steps to reach your marketing goals. Free Event Marketing Templates and Checklists Learn how to successfully market your next event with an  event marketing plan template . Free Digital Marketing Plan and Digital Media Templates  Use one of these  digital marketing plan templates to help manage your digital marketing efforts. Free Nonprofit Marketing Plan Templates and Samples Use one of these  nonprofit marketing plan templates to create a successful campaign for any nonprofit. Free Content Marketing Plan Templates Use a  content marketing plan template to enhance your company’s online presence and engagement with your target audience. Free Marketing Communications Plan Templates Improve communication consistency by supplementing your marketing plan with a  marketing communications plan template . Easily Track and Implement Your Marketing Plan With Smartsheet The best marketing teams know the importance of effective campaign management, consistent creative operations, and powerful event logistics -- and Smartsheet helps you deliver on all three so you can be more effective and achieve more.  The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time. Try Smartsheet for free, today. Improve your marketing efforts and deliver best-in-class campaigns. 50 Google Docs Templates for Business Success (With 60+ Process Checklists) I go straight to my Google Docs templates folder. As a content writer for Process Street , these templates include planning templates, review templates, and templates designed to record my research . Suffice to say, my Google Docs templates are the backbone of my content creation process. As a content writer for Process Street, I’ve built up an extremely efficient writing process that combines the convenience of Google Doc templates (via Google Drive), the clarity and reliability of Process Street workflows and Pages. By merging Process Street and Google Drive into a simple, repeatable process for content creation, I know I can work productively and consistently meet my deadlines. For me, Process Street + Google Drive = Success . That’s why in this article, I’ll show you how you can recreate my process and build your own streamlined automations. I’ll be covering: What is a Google Docs template? (+ a field guide to process documentation) Google docs templates: how to use google docs, the benefits of google docs, integrating process street & google docs, 50 google docs templates. Integrate Process Street + Google Docs to run smooth and efficient processes Let’s get started! Simply put, a Google Docs template is a blueprint for quickly and easily creating documents based on pre-set parameters and structure. For example, you might have a Google Docs template for planning a blog article, with all of the typical sections you’d need to fill out to facilitate that plan. It’s basically a tool you can use to automate part of your writing process. Google Docs is one of the many tools you gain access to when you create a Google Drive account. As stated by Edward Mendelsohn from PC Magazine speaking on the Google Drive suite: “Visually elegant with effortless collaboration.” – Edward Mendelson , PC Magazine Google Docs is completely free, and is primarily a web-based application that stores and creates documents on the cloud. Text documents, slide presentations, spreadsheets , drawings, surveys, you name it; these can all be created using Google Docs. It’s also a powerful collaboration tool, allowing multiple simultaneous edits in real time across a single file, making it especially suited for remote teams. Since 2006, Google Docs has been continuously improved upon and polished into a refined document management system. Every organization needs business processes It’s here that we determine what Google Docs is as opposed to what Google Docs is not . Google Docs is a sublime document writing tool. Writing reports, CVs, invoices, or project proposals has never been easier. It’s part of the G Suite ; a suite perfectly suited for document management . But Google Docs is not applicable for process management . Think about it. Your business processes are an ever-changing and dynamic network of tasks. Tasks need to be completed in a specific order, by specific personnel, at specific times, to get a specific job done. To incorporate something like a Google Docs .doc file into a business process, you need a proper system in place to facilitate automation and integrate these static components together. So what do we do? Introducing Process Street . Process Street is a top Business Process Management (BPM) tool. You can manage your business processes using our refined, adaptable, and dynamic workflows . Once more, you can combine Google Docs within your business processes by setting up a Process Street + Google Docs integration . To do this: Write down your business process. Document your business process as a checklist. Integrate your Google Docs account with Process Street. Enjoy the benefits of faster and more efficient processes and document management . At the end of this article, you’ll be able to just that. But first up, let’s find out how you can write and document your processes with Process Street. What is process documentation? Process documentation is a detailed description of how you can execute a process. With a documented process the exact steps needed to complete a process from start to finish, are outlined. With Process Street, these exact steps are recorded in a checklist format. How to use Process Street to document your processes There has been a lot of work detailing the profound benefits checklists bring to business ( read : The Checklist Manifesto by Atul Gawande ). Using Process Street, you can incorporate this checklist approach to document your business processes. Take a look at our New Employee Onboarding Checklist workflow, for example: As you can see from this workflow, every step during the employee onboarding process has been documented. The user would simply click on this workflow, and run through each step, checking off tasks on completion. At a certain stage in the process, the user may need to create a Google Docs .doc file. For instance, in the above Employee Onboarding Checklist workflow, the Prepare paperwork task requires the user to record the employee’s information. This is where Google Docs comes in. By combining Google Docs with your Process Street workflows, you can create the documents you need at the click of a button. In this instance, the user can prepare paperwork by setting up an integration between Process Street and Google Docs. Once that task is checked off, all employee information can be transferred from the Process Street template into a Google Docs document. Keep reading and we will show you how you can set this integration up. We will also provide every Google Docs template you will ever need, along with the related business processes to help you make the most of them. Before all of that though, let’s jump into the basics: How to use Google Docs . Mouses at the ready! For those of you who are new to the Google Docs platform, have no fear, Process Street is here. Below we have detailed our 3-step process to help you set up a Google Docs account and understand the ground rules. Step 1: Create a document Open Google Doc’s home screen . In the top left corner, under Start a new document , click Blank + . You can also create a new document using this link here . Step 2: Edit and format Once your new document is open, you can type and edit as required. Edit text, paragraphs, spacing and more. Here are some links that may come in handy: Find out how to change paragraphs and fonts here. Find out how to add a title or table of contents here. Step 3: Share and work with others Sharing is caring, and you can share files and folders using Google Docs. Select whether the user can edit, view, or comment on your documents. For more information on how to share files from Google Docs, click here. On top of these three steps, the true value of Google Docs comes with the implementation of the app’s core features: Talk instead of type : Say bye-bye to butter-fingers and hello to Google Doc’s built-in speech to text tool. With this feature, words will populate your Google Docs document as you speak. To use this feature, go to Tools > Voice typing . On the right-hand side of your Google Chrome screen, a microphone will appear. Toggle the microphone to control voice activation as required. Clear formatting : Text can easily be highlighted and edited to alter font and font size. Remove formatting from pasted text by highlighting the text, and selecting Clear formatting . Suggestion mode : Stop, collaborate, and listen. Entering edit mode will track changes as they are made. Opportunity is also provided to accept or reject these changes. On the upper right-hand corner of the document, select Suggesting . Add comments and tag others : Draw attention to comments added by tagging relevant individuals. When writing the comment, add a @ or + sign. An email will alert the tagged individuals of the comment made. Add bookmarks : For long documents, bookmarks can be added meaning less scrolling. To add a bookmark, select Insert > Bookmark . A small bookmark item will be added to the edge of your document. Revision history : Step back in time and return to an earlier version of the Google Docs document by going to File > See revision history . Click the version you want to revert to. You can keep up to date with Google Doc’s new features here . Each Google Docs feature has been specifically tailored for you , the user, to give you the most beneficial experience . The question is: What are Google Doc’s fundamental benefits that these features expand upon ? “Why do anything unless it is going to be great?” – Peter Block As voiced by Peter Block, an American author, when it comes to business, why do anything that cannot be defined as great ? Putting Google Docs in the spotlight, we ask you the below questions to deduce the app’s greatness: Have you struggled to gain access to documents when working with multiple workstations, mobile devices, and laptops? Are your spreadsheets and documents shared within teams of people? Is constant collaboration and feedback a priority within your team? Do you ask for feedback on projects from people around the globe? If you answered Yes to any of the above questions, then Google Docs is a great solution for you. The benefits lying at the core of this platform tackle the above situations and issues head-on. As indicated by TrackVia , I have detailed five of these core benefits below: Version control : Controlling which document version your team works on is a huge asset for your company. You can add and remove collaborators whilst editing who can make changes to a document. Multiple users can enter, edit and evaluate one document at a time. This creates a collaborative platform that augments teamwork. Easy to learn : If you have experience with other word processing platforms, then you will find Google Docs a breeze. Especially now you have an insight into some of the platform’s top features and functionalities – mentioned above . Free : This one is pretty self-explanatory. Google Docs is free. Import/Export flexibility : Say good-bye to error messages and incompatibility issues. Most file types can be imported and exported from Google Docs, giving you the flexibility you need to send and receive files within and outside of your team. Accessibility : Working remotely, I have a newfound appreciation of the concept of accessibility . With Google Docs, you and your colleagues can collaborate over a coffee, working across two continents. Boundaries are erased. With a strong internet connection, you can access files from teams everywhere. Pretty impressive, huh? All in all, Google Docs comes into its own when creating, editing and collaborating on documents across the globe. As a business tool, Google Docs can propel the productivity of your business operations. And furthermore, you can use Process Street to drive the creation of your documents. Doing this, you will construct an all-in-one integrated, collaborative, productive process for free. Let me show you how. In this example, I will work from Process Street’s Hotel Sustainability Audit workflow ( click here to access our Hotel Sustainability Audit workflow! ), part of our Hotel Management workflow pack. At the end of our Hotel Sustainability Audit workflow, a report is produced detailing your results. You’re presented with the option to export this report as a Google Docs .doc file, or other file type of your choice. By doing so, you can utilize two tools – Process Street and Google Docs – and reap the benefits they bring, in one swift, quick click. In this case, an effective , efficient and productive audit process has been run with the help of Process Street. The audit report has then been exported from Process Street to Google Docs for sharing, team edits, and collaboration. Check out these articles if you’d like to learn more about auditing: Audit Procedures: A Quick Tour with 19 (Free) Templates Audit Process: 5 Expert Steps for You to Get Your Audit Right Operational Audit: Best Practices Used by the Experts Financial Audits: A Quick Guide with Free Templates ISO 19011:2018 Basics (8 Free Management System Audit Checklists) What is an ISO Audit? Free ISO 9000 Self-Audit Checklist (ISO 9004:2018) Below I have detailed the 8-step process to how this automation between Process Street and Google Docs has been created, using the Hotel Sustainability Audit as an example. This automation has been set up using Zapier . Integrating Process Street with Google Docs: Step 1 Name this document and save it. When the Zap has been created using Zapier, all the relevant information from your final report will populate the form fields in this document. Integrating Process Street with Google Docs: Step 2 Integrating Process Street with Google Docs: Step 3 Integrating Process Street with Google Docs: Step 4 Integrating Process Street with Google Docs: Step 5 Integrating Process Street with Google Docs: Step 6 Integrating Process Street with Google Docs: Step 7 Integrating Process Street with Google Docs: Step 8 And that’s it! Your automation is set up. Your workflow can be run time and time again, with the automation unchanging. From Zapier, all you have to do is turn the automation on or off when required. To re-cap what we have covered so far, we have: Run through a 3-step process to set up a basic understanding of how to use the Google Docs platform. Identified Google Doc’s core features, enabling you to obtain true value from Google Docs. Identified the benefits Google Docs can bring to your business. Found out how to integrate your business processes with Google Docs using Zapier and Process Street. With the above, you are now in a sure-fine position to implement our 50 (yes, that’s 50!) free Google Docs templates along with the related Process Street processes. For ease, I have split these 50 templates into their relevant sections, and added a supplementary section on related Process Street workflows – so you’ll have everything you need to integrate the Google Docs templates with Process Street! Google Docs templates for marketing Top challenges for marketers include a lax marketing plan, an unsupported brand image, and a poor professional reputation. Conquering the branding issues, for instance, has been shown to increase revenue by 25% . This demonstrates the extent to which marketing shortfalls can blockade business progression. To help you overcome these marketing challenges, you can use our top marketing Google Docs templates, that have been included below. ⬇️ Click here to see Google Docs templates for marketing Google Docs template #1: Digital marketing template Google Docs template #2: Simple marketing template Google Docs template #3: Corporate business card template Google Docs template #4: Minimalist business card template Google Docs template #5: Transparent business card template Google Docs template #6: Basic business card template Google Docs template #7: Purple tri-fold brochure template Google Docs template #8: Business tri-fold brochure template Google Docs template #9: Modern brochure template Google Docs templates #10: Creative magazine template Google Docs template #11: Newsletter template Google Docs template #12: Retail newsletter template Google Docs template #13: Marketing book cover template Google Docs template #14: Produce promotion flyer template Process Street workflows for marketing Integrate the above Google Docs templates with the following Process Street Marketing workflows to meet all of your marketing needs: Ari Meisel’s How to Develop a Content Distribution Machine Guide Blog Idea Processing Checklist Blog Pre-Publish Checklist Content Promotion Checklist Creating a Newsletter Newsletter Template Process Peer-Editing Checklist for Bloggers The Ultimate Blog Post Editing Checklist Updating Old Blog Content for SEO (Checklist) Google Docs templates for finance Inaccurate, incomplete financial documentation in business is a substantial business cost, expressed in the millions . In this vein, the U.S. Securities and Exchange Commission (SEC) imposed penalties above $1.43 million in 2018. Using a Google Docs template for your financial documents can safeguard these documents from fraudulent and negligent activity. ⬇️ Click here to see Google Docs templates for finance Google Docs template #15: Professional invoice template Google Docs template #16: Basic invoice template Google Docs template #17: (Another) Basic invoice template Google Docs template #18: Delivery invoice template Google Docs templates #19: Business budget template Process Street workflows for finance Integrate the above Google Docs templates with Process Street’s related workflows to meet all of your financial process needs: Income (Profit and Loss) Statement Process Investor Pitch ISA Audit Checklist Purchase of a Business Annual Financial Report Template Financial Audit Checklist Financial Plan Template Financial Planning Process Google Docs templates for HR Developing your HR department into an effectual team that supports your employees can be a challenge. Ensuring your HR department is recognizing your employees’ hard work is the first step . Consistent employee recognition has been shown to improve employee engagement by 30%. With that said, the below Google Docs templates will help you deliver this first step. ⬇️ Click here to see Google Docs templates for HR Google Docs template #20: Employee appreciation Google Docs template #21: Project manager certificate template Google Docs template #22: Business certificate template Google Docs template #23: Certificate of experience template Google Docs template #24: Professional experience certification template Process Street workflows for HR Integrate the above Google Docs templates with Process Street’s HR-related workflows to meet your HR-related process needs: Accountant Job Description Template Call Center Employee Onboarding Checklist Code of Conduct Policy Adherence Process Copywriter Job Description Template Customer Service Manager Job Description Template Customer Service Representative Job Description Template Editor Job Description Template Employee Onboarding Checklist HR Manager Job Description Template ISO-9000 Structure Template IT Manager Job Description Template Job Description Template Marketing Manager Job Description Template Performance Management Receptionist Job Description Template Sales Manager Job Description Template Web Designer Job Description Template Web Developer Job Description Template Google Docs templates for management Management of any business activity is tricky. Despite this, excess management is costing the U.S. economy $3 trillion a year. It isn’t a case of pumping more managers into the mix to solve your managerial shortfalls. It is about implementing effectual management strategies. Below are some Google Docs templates to help you do just this. ⬇️ Click here to see Google Docs templates for management Google Docs template #25: Consulting agreement template Google Docs template #26: Business process manual template Google Docs template #27: Annual board meeting template Google Docs template #28: Project proposal template Google Docs templates #29: Sales quote template Google Docs template #30: Training proposal template Google Docs templates #31: Software development template Google Docs template #32: Weekly calendar template Google Docs template #33: Monthly calendar template Google Docs template #34: Project timeline template Google Docs template #35: Project tracking template Google Docs template #36: Gantt Chart template Google Docs template #37: Business management book cover template Process Street workflows for management Integrate the above Google Docs templates with Process Street’s management-related workflows to meet your management-related process needs: GRI Standards 101: Foundation 2016 Checklist Template GRI Standards 102: General Disclosure 2016 Checklist Template GRI Standards 103: Management Approach 2016 Checklist Template ISO 14001 EMS Structure Template Environmental Management System (EMS) Implementation Checklist Template ISO 14001 Environmental Management Self Audit Checklist ISO 19011 Management Systems Audit Checklist ISO 26000 Social Responsibility Performance Assessment Checklist ISO 27001 Information Security Management System (ISO27K ISMS) Audit Checklist ISO 45001 Occupational Health and Safety (OHS) Audit Checklist ISO 9001 and ISO 14001 Integrated Management System (IMS) Checklist ISO 9001 Internal Audit Checklist for Quality Management Systems Risk Management Process Diversity Management Monthly Audit Environmental Accounting Internal Audit Firewall Audit Checklist Google Analytics Audit Laboratory Safety Procedure Audit Network Security Audit Checklist PPC Audit Checklist SQL Server Audit Checklist Technical SEO Audit Google Docs templates for freelancers & personal use We, at Process Street, strive to provide business assistance at all levels. That is, from the top end of a business – looking to improve financial and management processes – right down to the personal level. When you consider statistics such as 21% of employees are unsatisfied and unengaged at work, you know something needs to be done. Below we have provided Google Docs templates to help personnel communicate their ambitions and career needs effectively. This will pair up the right candidate with the right job. ⬇️ Click here to see Google Docs templates for freelancers & personal use Google Docs template #38: Basic resume template Google Docs template #39: White-blue resume template Google Docs template #40: Light-dark resume template Google Docs template #41: The clean CV template Google Docs template #42: Smart and professional resume template Google Docs template #43: Laconique resume template Google Docs template #44: Infographic resume template Google Docs template #45: Circle-pattern resume template Google Docs template #46: Professional visual template Google Docs template #47: Minimalist infographics resume template Google Docs template #48: Crisp and clean cover letter template Google Docs template #49: Contemporary cover letter template Google Docs template #50: Minimalist cover letter template Process Street workflows for freelancers & personal use Integrate the above Google Docs templates with Process Street’s related workflows to meet your personal business career needs: Self-Evaluation Performance Review Template SMART Goal Setting Checklist How to Backup your External Hard Drives using Google Drive [CHECKLIST] Process Street + Google Docs: Smooth & efficient processes Run efficient and productive processes by combining Process Street with the above Google Docs templates. Remember Google Docs is not a process management tool. The true value of Google Docs is realized when integrated within your business processes. To do this, you need Process Street. If you are new to Process Street, and still a little unsure about what it is we do, check out the video below for further insight: As you already know, Process Street is a Business Process Management tool, used to manage your business operations. Process management is achieved by using workflows. Our workflows are not, however, ordinary workflows. Our workflows are superpowered . They have functional features that I have detailed below: Stop tasks , to ensure task order. Dynamic due dates , so no deadline is missed. Conditional logic , creating a dynamic workflow that caters to your needs. Role assignments , to ease task delegation within your team. Approvals , to sign tasks off within your team. Tasks can be assessed by the relevant team member/s. The assigned approver can easily open the workflow and information from the tasks is then used to either approve or reject with a comment. With these features, Process Street’s workflows are dynamite when it comes to managing your business operations. Once more, you can integrate Process Street with many different applications, not just Google Drive. Take the time to think about that for a moment… All of those automations to be created… Each automation tailored to your specific business process needs. Automations that will save you both time and money. For more information regarding Process Street integrations, visit our Integrations Help Site . Using Google Docs for knowledge management could be costing you money Process Street Pages allow you capture, organize, and share your company’s operational knowledge. It’s the best place to host critical documents, such as SOPs or employee onboarding documentation. Basically, any information that may not need to be documented as a dynamic workflow. You can easily collaborate with your team by sharing pages with them, regardless of which department they’re in. And best of all, it’s  free to access for your whole team! For more info about Pages , watch the video below: Do you use Google Docs templates regularly? Have you tried automating Google Drive with Process Street? If not, why not? Let us know in the comments below! Get our posts & product updates earlier by simply subscribing Jane Courtnell Hi there, I am a Junior Content Writer at Process Street. I graduated in Biology, specializing in Environmental Science at Imperial College London. During my degree, I developed an enthusiasm for writing to communicate environmental issues. I continued my studies at Imperial College's Business School, and with this, my writing progressed looking at sustainability in a business sense. When I am not writing I enjoy being in the mountains, running and rock climbing. Follow me at @JaneCourtnell. Leave a Reply Cancel reply Your email address will not be published. Required fields are marked * Save my name, email, and website in this browser for the next time I comment. Take control of your workflows today Docsandslides.com Google Docs Templates Mind Map Templates Business Mind Map Template My goal is to create beautiful and intuitive graphic designs for individuals and businesses! I, Kateryna Kyrylova, specialize in a variety of formats, from Google products to Microsoft. designed more than 1500 templates for docsandslides.com Template text reviewed by an expert from docsandslide's blog. Google Templates expert writer, has her own blog. Kateryna Polyakova specializes in creating concise texts and articles for business education. Her blog provides quick insights to help you choose the right template efficiently. 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It does not store any personal data. 214 IMAGES 13+ FREE Business Plan Templates in Google Docs Simple Business Plan Template Google Docs Business Plan Google Docs Template 15+ Simple Business Plan Templates in Google Docs FREE 9+ Sample Business Plan Templates in Google Docs FREE 9+ Sample Business Plan Templates in Google Docs VIDEO Business Plan Examples How to create Editors Templates in Google Workspace Unlock Client Success: Versatile Business Plan for Diverse Needs Unlock Lasting Client Trust with Fintech Business Plan Templates Customizable Hydroponics Business Plan: Meet Any Client Need! Snap to Success: Edit Fast with Our Skin Care Business Plan Templates COMMENTS 9 Business Plan Templates For Google Docs Download or copy Business Plan Templates for Google Docs to your devices or Google Drive. Our author's templates are unique and suitable for any format (Docs, Word, PDF) or use online. Enjoy free Business Plan Templates for your personal or business use. 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