Are these planning templates free?

Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price.

How long should a business plan be?

As short as it can be while it says what you sell, to whom, how you earn money and what you need. Ten pages is plenty for most small businesses.

Will a plan get me funding?

It cannot promise that. A clear plan helps a bank or an investor understand you, and they decide by their own rules.

Business plan, SWOT and report templates

A business plan and a SWOT analysis. Fill in your market, goals and numbers, then download a plan you can share with a bank, a partner or your team.

15 templates

Business plan: Business nameOwner or founders: Owner or foundersLegal form: Legal form (optional)Location: Where the business operatesDate: Date of the planThis plan describes Business name: what it sells, who it sells to, how it earns money and w…1. Executive summarySummary in a few sentencesThe business in one line: The business in one line (optional)We wrote the plan for two purposes. It is our own working tool, so that the owners agree on whe…The sections that follow set out the problem we solve and our offer, the size of our market and…Business planShow what you sell, to whom, how you earn money and what you need, in a plan a bank or partner can read.Plans and reportsPremium, €4.99
SWOT analysisList strengths, weaknesses, opportunities and threats, and turn them into clear priorities.Plans and reports
Annual operating planTurn the year's strategy into priorities, quarterly targets, budget, people and risks.Plans and reportsPremium, €4.99
Annual report summarySum up the year in plain words: results, money, people, risks and what comes next.Plans and reports
Board reportGive the board one clear report: how the business is doing, the risks, and what you need them to decide.Plans and reports
ESG report summarySummarise your environmental, social and governance results for the year, with targets and next steps.Plans and reports
Event run sheetRun the day on one page: a timed schedule, who is responsible, contacts and what to do if things go wrong.Plans and reports
Grant applicationApply for a grant with a clear need, plan, budget, expected results and way to report back.Plans and reports
Investor updateKeep investors informed with a short update: numbers, wins, challenges, cash and the help you need.Plans and reportsEmail
Lesson planPlan a lesson or training session: aims, timed activities, materials and how you will know they learned.Plans and reports
Lessons learned reportLook back at a project or incident without blame: what worked, what did not, why, and what to change.Plans and reports
Monthly management reportA one-month report for managers: numbers against plan, what happened, cash and decisions needed.Plans and reports
OKRs (objectives and key results)Set clear objectives with measurable key results, owners and check-ins, and score them at the end.Plans and reports
Quarterly business reviewReview the quarter against your goals and set priorities for the next one.Plans and reports
Risk registerList what could go wrong, how likely and how bad, who owns it and what you will do about it.Plans and reports

Templates

Plans and reports templates

A plan is useful when it is honest about the market, the money and the risks. These templates ask for the facts a reader checks first and leave the numbers and the judgement to you.

Templates are a careful starting point, not legal advice. Where the law matters, check what applies where you are.

Plans and reports

Questions people ask

Are these planning templates free?: Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price.
How long should a business plan be?: As short as it can be while it says what you sell, to whom, how you earn money and what you need. Ten pages is plenty for most small businesses.
Will a plan get me funding?: It cannot promise that. A clear plan helps a bank or an investor understand you, and they decide by their own rules.