Why you need our business plan template PDF?
Think of starting to write a business plan on a white, blank canvas, and you’ll know why having a business plan template PDF would be good.
Writing a business plan isn’t just like writing an essay or an article for your website; it requires a structured format, thorough research, and a detailed understanding of your business operations and financials.
While you’d still have to figure out the research and understand your business part no matter how you start, with or without a template, starting with a template gives you an edge.
Besides, our library includes 400+ industry-specific sample business plan PDFs that you can easily modify to meet your requirements.
Convincing? So, let’s see what’s included in our free template.
What is included in our business plan template PDF?
All the templates in our library follow a structured business plan format. We’ve considered industry norms, market evolution, and economic advancements to make them relevant for our users.
Here are key components of our PDF samples of business plans and what they include.
1. Executive Summary
The executive summary, the first section of a business plan is also the summary of it. In this section, you’ll find an overview of the entire business plan, including strategies, financials, people involved, and more
One of the most important sections of your plan may primarily include information on your:
- Brief overview of your business
- Vision and mission statement
- The problem you intend to solve
- Your solution/ product or service offerings
- People involved
- Financial summary
Information included in the section is based on their significance and importance to your business.
2. Company Overview
This section provides an overview of the business, its history, goals, objectives, product or service offerings, and more. This section is valuable for presenting your company’s mission and core values.
3. Market Analysis
The market analysis section is a thorough assessment of your industry, target market, and competition. It’s a crucial one to understand your strengths and weaknesses as well as be aware of the opportunities and threats that lie ahead.
This section may include details on:
- Target market
- Direct and indirect competitors
- Market size and growth potential
- Market trends
- Regulatory environment
This section presents industry reports, market research insights, and other gathered information with charts, graphs, and relevant visuals.
4. Product and Services
As the name suggests, this section discusses your product and/or service offerings. Since any business plan revolves around what you offer, it’s crucial to present your products or services thoughtfully and in detail.
The details on your product and services may include:
- Product or service description
- Information on product pricing
- Copyright, patent, or trade secret data
- MVP, prototype, etc.
5. Sales and Marketing Strategies
This section describes how you’ll reach your target audience and sell your offerings. This section may include details on your marketing and sales strategies, marketing channels you’d choose to promote your offerings, and more.
This may also include details about your distribution, market positioning, pricing, and unique value proposition.
6. Operations Plan
What do your daily business operations look like? This section outlines your day-to-day workflows, how your business operates, serves customers, your process, the software and tools you use, and more.
This section may include details on:
- Staffing and training process
- Operational process
- Equipment, machinery, and software used
- Quality control measures
- And more.
7. Management Team
The management team section highlights the key members who will drive the business. It’s quintessential to showcase each team member’s expertise, skills, and roles to ensure potential investors and partners have confidence in the leadership.
This may include adding details about each member, their roles and responsibilities, experience, education, and professional background.
8. Financial Plan
A well-structured and accurate financial projection is key to getting investors to invest in your business idea. Investors and stakeholders will closely examine this section to understand how profitable and sustainable your business can be.
Your financial plan may include details such as:
- Revenue model, streams, and projections
- Projected financial statements
- Break-even analysis
- Profit and loss forecasts
- Exit strategy
- Funding requirements
9. Appendix (optional)
The appendix is an optional business plan section. This may include supporting documents referenced in your business plan but may not fit into the main section.
So, your business plan appendix may include:
- Resumes of key team members
- Market research or industry reports
- Legal documents
- Partnership agreements
Download free business plan PDF template
Need to start planning but not sure where to begin? We’ve got you covered. Download our free business plan PDF template to get started easily. Our PDF template is simple, easy to use, and can be edited as you fill in your business details.
Our PDF template has been designed for entrepreneurs and small businesses, giving you a clean and professional format that’s investment-ready. This template gives you everything you need to create a winning business plan.
How to use our sample business plan PDF?
1) Download the sample business plan PDF.
2) Gather key business data (market research, financials, product details).
3) Prepare content for all sections, including the Executive Summary, Company Overview, and Market Analysis.
4) Complete the details on products/services, marketing strategy, and operations.
5) Double-check for accuracy and consistency.
6) Share with partners or advisors for feedback.
7) Finalize and use for investors or internal purposes.
Start preparing your business plan
Now that you’ve got the template and a clear outline, it’s time to get to work and get the job done—start writing your business plan. Take it one step at a time, gather your ideas, and refine the details as you go.
Whether planning your business launch or looking for investors, our business plan example PDFs have got you covered. Start planning today.