Free Business Planning and Financial Templates
One-page plans, canvases, SWOT and marketing templates in Word and PDF, plus Excel spreadsheets for financial projections, cash flow, break-even and more. All free, with no sign-up.
Planning templates (Word and PDF)
Plans, canvases and analysis worksheets.
One-Page Business Plan Template
Fit your whole plan on a single page.
Word + PDFLean Canvas Template
The startup version of the business model canvas.
Word + PDFBusiness Model Canvas Template
Map the nine building blocks of your business.
Word + PDFSWOT Analysis Template
Strengths, weaknesses, opportunities and threats.
Word + PDFExecutive Summary Template
The first page every reader sees.
Word + PDFStartup Business Plan Template
The complete fill-in-the-blank plan.
Word + PDFSimple Business Plan Template
A short plan for small and local businesses.
Word + PDFMarketing Plan Template
Goals, audience, channels and budget.
Word + PDFCompetitive Analysis Template
Compare competitors side by side.
Word + PDFMarket Analysis Template
Size your market with TAM, SAM and SOM.
Word + PDFOperations Plan Template
How the business runs day to day.
Word + PDFStrategic Plan Template
Mission, vision, goals and action plans.
Word + PDFPitch Deck Outline Template
Slide-by-slide outline for investors.
Word + PDFBusiness Plan Template for a Bank or SBA Loan
Built around what lenders check.
Word + PDFPESTLE Analysis Template
Political, economic, social, technology, legal and environmental factors.
Financial templates (Excel)
Spreadsheets with formulas already built in.
3-Year Financial Projections Template
Projected P&L and cash flow from simple assumptions.
ExcelStartup Costs Calculator
Add up one-time and monthly costs to open.
ExcelBreak-Even Analysis Template
Find the sales you need to cover costs.
Excel12-Month Cash Flow Forecast Template
Month-by-month cash in and cash out.
ExcelProfit and Loss Statement Template
12-month income statement.
ExcelBalance Sheet Template
Assets, liabilities and owner's equity.
ExcelSales Forecast Template
Units, prices and revenue by month.
ExcelPersonal Financial Statement Template
Your personal assets and debts for a lender.
ExcelBusiness Loan Payment Calculator
Monthly payment and amortization schedule.
ExcelPricing Calculator Template
Set prices from cost and target margin.