How to Make/Create a Business Plan [Templates + Examples] 2023

Business plans are documents that contain important information that help run a business. These plans are prepared by the different departments of a company and are then compiled into one document that is shared with other stakeholders.

Create a Business Plan Template – Step-by-Step Instructions

A business plan is initially designed to guide management on how to run their business by taking into consideration every aspect in terms of operations, marketing, administration, production, finance and etc. It takes a lot of research, brainstorming, comparison of reports, and other factors to complete a business plan that could help the company run its business for the upcoming year.

Step 1: Gather All Information

The first step is to brainstorm with your team or with other departmental heads and gather all the information you need. This would mean engaging in research and comparing reports. With all this information, create a summary or an outline to use as a basis in preparation to create the final business plan document.

Step 2: Look for a Business Plan Template

Creating a business plan can be quite taxing and overwhelming, especially for large corporations. This is why a pre-designed business plan template can help you lay out all your plans without the hassle of not knowing what to do or write first. Head over to template.net to look for these templates.

Step 3: Choose a Template

Choose a template that fits your requirements from Template.net. For example, companies who are in the food service industry can use a restaurant or a catering business plan.

Step 4: Select a File Format and Download

After choosing a template, select a specific file format–this is where you will be editing the template. You have the option to choose from several word-processing programs under Google, Microsoft, and Apple. Afterward, click on the download button.

Step 5: Start Editing the Template

Incorporate the outline or summary you have previously created into the template. Fill up all the necessary information and add sections if needed. 

Step 6: Create a Cover Page

The cover page is the front portion of the business plan. You will find the title, the name of the company, and the names of those who have prepared the document printed on the cover page.

Step 7: Write an Executive Summary and Introduction about the Company

Write an executive summary which is an overview or summary of the entire business plan document. You may need to include a brief introduction about the company as well.

Step 8: Products and Services

Another important section of every business plan is describing the products and services offered by the company. This should include the pricing method, target market, potential competitors, and a SWOT analysis that helps identify and analyze strengths, weaknesses, opportunities, and threats within and outside the company.

Step 9: Marketing, Sales, Operational, and Financial Plan

It is also crucial to include the sales, marketing, operational, and financial aspects in to the business plan. You will need to address how you plan to promote your products/services, where to set up operations, and the workforce, and include financial projections. You may also add other relevant sections to the business plan such as the appendix located on the last page.

Step 10: Save or Print the Document

Double-check the business plan you have created, ensure you have everything covered, and do not forget to save the document in case you need to revise the plan. You also have the option to print or share the document via email with your colleagues.

Business Plan Template & Examples

Business plans are one of the most important documents that are prepared by various business sectors. It is quite essential to ensure business continuity and that the company stays ahead of its competitors.

Simple Construction Business Plan Template

Construction companies can use this simple construction business plan to create the plans they wish to incorporate for the upcoming year.  Operations, finance, and marketing are important factors in constructing this document.

Online Book Store Business Plan Template

Operating an online bookstore is no easy feat, however, it helps to prepare an online bookstore business plan to map out the process. Mostly especially addressing issues regarding competition and how to capture more clients. 

Coffee Shop Business Plan Template

A coffee shop business plan should be able to guide entrepreneurs running a coffee shop. The plan summarizes the company’s goals, marketing strategies, budget, and other relevant details.

One Page Business Plan Template

A one page business plan is a summarized version of the usual business plan that consists of several sections and pages. It is a simple yet concise overview of a company’s goals and strategies.

Startup Business Plan Template

A startup business plan includes startup funding methods, market assessments, and potential investors. More importantly, marketing approaches that fit with the description of the business are also included in the document.

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