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8 Business Plan Templates You Can Get for Free

8 min. read

Updated July 3, 2024

A business plan template can be an excellent tool to simplify the creation of your business plan. 

The pre-set structure helps you organize ideas, covers all critical business information, and saves you time and effort on formatting.

The only issue? There are SO many free business plan templates out there. 

So, which ones are actually worth using? 

To help remove the guesswork, I’ve rounded up some of the best business plan templates you can access right now. 

These are listed in no particular order, and each has its benefits and drawbacks.

What to look for in a business plan template

Not all business plan templates are created equal. As you weigh your options and decide which template(s) you’ll use, be sure to review them with the following criteria in mind:

• Easy to edit: A template should save you time. That won’t be the case if you have to fuss around figuring out how to edit the document, or even worse, it doesn’t allow you to edit at all.
• Contains the right sections: A good template should cover all essential sections of a business plan , including the executive summary, product/service description, market/competitive analysis, marketing and sales plan, operations, milestones, and financial projections. 
• Provides guidance: You should be able to trust that the information in a template is accurate. That means the organization or person who created the template is highly credible, known for producing useful resources, and ideally has some entrepreneurial experience.
• Software compatibility: Lastly, you want any template to be compatible with the software platforms you use. More than likely, this means it’s available in Microsoft Word, Google Docs, or PDF format at a minimum. 

1. Bplans — A plan with expert guidance

Since you’re already on Bplans, I have to first mention the templates that we have available. 

Our traditional and one-page templates were created by entrepreneurs and business owners with over 80 years of collective planning experience. We revisit and update them annually to ensure they are approachable, thorough, and aligned with our team’s evolving best practices.  

The templates, available in Word, PDF, or Google Doc formats, include in-depth guidance on what to include in each section, expert tips, and links to additional resources. 

Plus, we have over 550 real-world sample business plans you can use for guidance when filling out your template.

Download: Traditional lender-ready business plan template or a simple one-page plan template .

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2. SBA — Introduction to business plans

The U.S. Small Business Administration (SBA) offers two different business plan templates along with a short planning guide. 

While not incredibly in-depth, it’s enough to help you understand how traditional and lean plans are structured and what information needs to be covered. The templates themselves are more like examples, providing you with a finished product to reference as you write your plan.

The key benefit of using these templates is that they were created by the SBA. While they may provide less guidance, you can be assured that the information and structure meet their expectations.

Explore: The SBA’s planning guide and free templates

3. SCORE — Planning workbook

SCORE’s template is more like a workbook. It includes exercises after each section to help you get your ideas down and turn them into a structured plan.

The market research worksheets are especially useful. They provide a clear framework for identifying your target market and analyzing competitors from multiple angles. Plus, they give you an easy way to document all the information you’re collecting.

You will likely have to remove the exercises in this template to make it investor-ready. But it can be worth it if you’re struggling to get past a blank page and want a more interactive planning method.

Download: SCORE’s business plan template

4. PandaDoc — A template with fillable forms

PandaDoc’s library offers a variety of industry-specific business plan templates that feature a modern design flair and concise instructions. 

These templates are designed for sharing. They include fillable fields and sections for non-disclosure agreements, which may be necessary when sending a plan to investors.  

But the real benefit is their compatibility with PandaDoc’s platform. Yes, they are free, but if you’re a PandaDoc subscriber, you’ll have far more customization options. 

Out of all their templates, the standard business plan template is the most in-depth. The rest, while still useful, go a bit lighter on guidance in favor of tailoring the plan to a specific industry.

Explore: PandaDoc’s business plan template library  

5. Canva — Pitch with your plan

Canva is a great option for building a visually stunning business plan that can be used as a pitch tool. It offers a diverse array of templates built by their in-house team and the larger creative community, meaning the number of options constantly grows.

You will need to verify that the information in the template you choose matches the standard structure of a traditional business plan. 

You should do this with any template, but it’s especially important with any tool that accepts community submissions. While they are likely reviewed and approved, there may still be errors.

Remember, you can only edit these templates within Canva. Luckily, you only need a free subscription, and you may just miss out on some of the visual assets being used. 

To get the most value, it may be best to create a more traditional planning document and transfer that information into Canva. 

Explore: Canva’s business plan gallery

6. ClickUp — The collaborative template

Out of all the project management tools that offer free business plan templates, ClickUp’s is the most approachable.

Rather than throwing you into all the features and expecting you to figure it out—ClickUp provides a thorough startup guide with resource links, images, and videos explaining how to write a plan using the tool. 

There’s also a completed sample plan (structured like an expanded one-page plan) for you to reference and see how the more traditional document can connect to the product management features. You can set goals, target dates, leave comments, and even assign tasks to someone else on your team. 

These features are limited to the ClickUp platform and will not be useful for everyone. They will likely get in the way of writing a plan you can easily share with lenders or investors. 

But this is a great option if you’re looking for a template that makes internal collaboration more fluid and keeps all your information in one place.

Sign Up: Get a free trial of ClickUp and explore their template library

7. Smartsheet — A wide variety of templates

I’m including Smartsheet’s library of templates on this list because of the sheer number of options they provide. 

They have a simple business plan template, a one-page plan, a fill-in-the-blank template, a plan outline, a plan grading rubric, and even an Excel-built project plan. All are perfectly usable and vary in visual style, depth of instructions, and the available format.

Honestly, the only drawback (which is also the core benefit) is that the amount of templates can be overwhelming. If you’re already uncertain which plan option is right for you, the lengthy list they provide may not provide much clarity.

At the same time, it can be a great resource if you want a one-stop shop to view multiple plan types.

8. ReferralRock affiliate marketing business plan

I’m adding ReferralRock’s template to this list due to its specificity. 

It’s not your standard business plan template. The plan is tailored with specific sections and guidance around launching an affiliate marketing business. 

Most of the template is dedicated to defining how to choose affiliates, set commissions, create legal agreements, and track performance.

So, if you plan on starting an affiliate marketing business or program, this template will provide more specific guidance. Just know that you will likely need to reference additional resources when writing the non-industry sections of your plan.

Download: ReferralRock affiliate marketing business plan template

Does it matter what business plan template you use?

The short answer is no. As long as the structure is correct, it saves you time, and it helps you write your business plan , then any template will work. 

What it ultimately comes down to, is what sort of value you hope to get from the template. 

• Do you need more guidance? 
• A simple way to structure your plan? 
• An option that works with a specific tool?
• A way to make your plan more visually interesting?

Hopefully, this list has helped you hone in on an option that meets one (or several) of these needs. Still, it may be worth downloading a few of these templates to determine the right fit. 

And really, what matters most is that you spend time writing a business plan . It will help you avoid early mistakes, determine if you have a viable business, and fully consider what it will take to get up and running. 

If you need additional guidance, check out our library of planning resources . We cover everything from plan formats , to how to write a business plan, and even how to use it as a management tool . 

If you don’t want to waste time researching other templates, you can download our one-page or traditional business plan template and jump right into the planning process.

Kody Wirth is a content writer and SEO specialist for Palo Alto Software—the creator's of Bplans and LivePlan. He has 3+ years experience covering small business topics and runs a part-time content writing service in his spare time.

Table of Contents

• Qualities of a good template
• ReferralRock
• Does the template matter?

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How Do I Create a Canva Business Plan?

Last updated on September 27, 2022 @ 1:56 pm

As a small business owner, you know that a business plan is essential to your company’s success. But, you may not have the time or resources to create one from scratch.

That’s where Canva comes in. Canva is a user-friendly graphic design tool that makes creating a business plan easy and fun. Here’s how to get started:

1. Define your business. The first step in creating a business plan is to define your business. What does your company do?

Who are your customers? What are your goals? Answering these questions will help you create a clear and concise business plan.

2. Research your industry. Once you know what your business does, it’s time to research your industry.

What are the trends in your industry? What are the opportunities and threats? This research will help you understand the competitive landscape and make informed decisions about your business.

3. Write your executive summary. The executive summary is the most important part of your business plan.

It should be clear and concise, and it should give the reader an overview of your company and its plans. Be sure to include your company’s mission statement, as well as its financial and marketing goals.

4. Create a marketing plan. Your marketing plan should outline how you plan to reach your Target market and promote your products or services.

Include information about your marketing strategy, Target market, and competition. Be sure to include a budget for your marketing activities.

5. Write your financial projections. Financial projections are an important part of any business plan.

They show investors or lenders how much money you expect to make, and how you expect to use that money. Be sure to include income statements, balance sheets, and cash flow statements in your financial projections.

Creating a Canva Business Plan is easy and fun! Just follow these simple steps and you’ll be on your way to success!

Some things to keep in mind:

– Make sure all the information in your business plan is accurate.

– Check your grammar and spelling before sending it out.

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Complete Guide: Printing and Editing Startup Business Plan Templates Using Canva

Crafting Your Business Vision

When embarking on a new business venture, developing a comprehensive startup business plan template is crucial. This document serves as a roadmap, outlining your business goals and strategies. It provides a clear and structured framework for turning your vision into a reality. By defining the mission, vision, and core values of your startup, you set the stage for success. Additionally, conducting a thorough analysis of the target market and competitors allows you to make informed decisions that align with your objectives.

Remember: A well-crafted startup business plan template is the foundation upon which successful businesses are built.

Key Elements

Defining your business objectives.

Crafting a startup business plan template involves defining clear and achievable business objectives. This includes identifying the mission, vision, and core values that will guide your startup towards success. By outlining these fundamental aspects, you establish a strong foundation for your business operations. Additionally, conducting a comprehensive analysis of your target market and competitors is essential. Understanding the needs and preferences of your target audience while being aware of the competitive landscape allows you to tailor your strategies effectively.

Creating a Financial Roadmap

A well-structured startup business plan template should include a detailed financial roadmap. This involves developing precise financial forecast s and budgets for your startup. By outlining the financial aspects, such as pricing strategies and revenue projections for your products or services, you gain insight into the monetary requirements of your business. This financial roadmap serves as a guide for managing resources efficiently and making informed decisions to ensure the financial sustainability of your startup.

Canva Editing Tools

Utilizing canva's design features.

Canva offers a range of design features and a user-friendly interface that simplifies the process of creating professional templates for your startup business plan. The platform provides access to various design elements, allowing you to customize colors, fonts, and layout to enhance the visual appeal of your business plan. By leveraging these design tools, you can ensure that your business plan template is visually engaging and effectively communicates your ideas and strategies.

Incorporating Brand Identity

Integrating your startup's brand elements and logo into the business plan template is seamless with Canva's tools. You can easily upload your brand assets and incorporate them into the design, maintaining consistency across all your business documents. With Canva's branding tools, you can ensure that your startup's identity shines through in every aspect of your business plan, reinforcing brand recognition and professionalism.

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Professional Printing

When it comes to presenting your startup business plan, the quality of printing plays a significant role in making a lasting impression. Choosing high-quality printing options ensures that your business plan is presented in a polished and professional manner. Selecting the appropriate paper quality and printing specifications is crucial for creating a document that reflects the dedication and attention to detail you have put into your startup.

Remember: The physical presentation of your business plan speaks volumes about the seriousness and professionalism of your venture.

Choosing High-Quality Printing Options

Selecting high-quality paper stock that conveys durability and sophistication.

Opting for professional printing services to ensure accurate color reproduction and sharp image quality.

Utilizing professional printing services guarantees that the intricate details and visual elements of your startup business plan are accurately reproduced. This attention to detail enhances the overall presentation, making it visually appealing and easy to comprehend for potential investors and stakeholders.

Showcasing Your Business Plan

Strategically distributing printed copies of your business plan to potential investors, partners, and stakeholders.

Utilizing both digital and physical formats to effectively communicate your startup's vision, strategies, and commitment to excellence.

By showcasing your business plan through both digital platforms and printed materials, you create multiple touchpoints for engaging with potential investors. This comprehensive approach ensures that your vision is communicated effectively, leaving a memorable impression on those who have the potential to support your startup's growth.

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Optimizing Your Business Strategy

Implementing a well-crafted startup business plan template is paramount for attracting potential investors and partners. By utilizing Canva's editing tools and professional printing services, you can significantly elevate the presentation of your business plan. This attention to detail and visual appeal enhances the overall professionalism of your startup, making a lasting impression on those who have the potential to support its growth.

Remember: A meticulously crafted startup business plan template communicates dedication and attention to detail, reflecting the seriousness of your venture.

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Does Canva Have Business Plan Template?

Are you looking for a business plan template to kickstart your entrepreneurial journey? Look no further! Canva, the popular graphic design platform, offers a wide range of templates for all your business needs. Let's delve into the world of Canva and explore its business plan template options.

What is Canva?

If you haven't heard of Canva yet, it's time to jump on board. Canva is a user-friendly online design tool that empowers individuals and businesses to create stunning visual content. From social media graphics to presentations, posters to infographics, Canva has got you covered.

The Power of Templates

Templates are pre-designed layouts that provide a foundation for your creative projects. They save time and effort by providing a starting point, allowing you to focus on customizing the content rather than creating everything from scratch. Templates can help you maintain consistency in your branding and ensure professional-looking designs.

Canva Business Plan Templates

Canva offers an extensive library of templates, including a variety of business plan templates. Whether you're starting a new venture or looking to revamp an existing one, these templates provide structure and guidance for crafting a comprehensive business plan.

With Canva's business plan templates, you can:

• Create a visually appealing document that grabs attention
• Organize your ideas into sections such as executive summary, market analysis, financial projections, and more
• Add charts, graphs, and images to illustrate key points
• Capture the essence of your brand through customizable colors, fonts, and imagery
• Easily collaborate with team members by sharing editable templates

How to Access Canva Business Plan Templates

Accessing Canva's business plan templates is a breeze. Here's what you need to do:

• Visit the Canva website at www.com .
• Create an account or log in if you already have one.
• Click on the "Templates" tab located on the left-hand side of the homepage.
• Type "business plan" into the search bar at the top.
• Browse through the available templates and select one that suits your needs.
• Click on the template to open it in Canva's editor.
• Customize the template by adding your own text, images, and branding elements.
• Once you're satisfied with your business plan, download it in your preferred format (PDF, PNG, or JPEG).

The Possibilities Are Endless

Canva's business plan templates are just one example of how this versatile platform can support your entrepreneurial endeavors. Whether you're creating marketing materials, designing logos, or crafting presentations, Canva offers a wealth of resources to elevate your visual content.

So, why wait? Explore Canva today and unlock a world of design possibilities!

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