# Business Plan, SWOT and Report Templates Source: https://nerix.ai/templates/plans-reports 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. Search templates / - Popular - A to Z - Newest Filter templates Type Price Trade ## 15 templates - [Business plan: Business name Owner or founders: Owner or founders Legal form: Legal form (optional) Location: Where the business operates Date: Date of the plan This plan describes Business name : what it sells, who it sells to, how it earns money and w… 1. Executive summary Summary in a few sentences The 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 plan Show what you sell, to whom, how you earn money and what you need, in a plan a bank or partner can read. Plans and reports Premium, €4.99](https://nerix.ai/templates/business-plan) - [SWOT analysis Organisation: Organisation Subject: What is being analysed Prepared by: Prepared by Date: Date Goal The goal this analysis supports Strengths What we do well, inside the business. Strengths (inside the business) Weaknesses SWOT analysis List strengths, weaknesses, opportunities and threats, and turn them into clear priorities. Plans and reports](https://nerix.ai/templates/swot-analysis) - [Annual operating plan Plan year Organisation: Organisation Plan owner: Plan owner Approved by: Approved by (optional) 1. Where we are Where we are 2. Priorities for the year Priorities for the year Annual operating plan Turn the year's strategy into priorities, quarterly targets, budget, people and risks. Plans and reports Premium, €4.99](https://nerix.ai/templates/annual-operating-plan) - [Organisation annual report summary Financial year: Financial year Written by: Written by A message from the leader Message from the leader Highlights of the year Highlights of the year Results against goals Results against goals Financial summary Financial summary Annual report summary Sum up the year in plain words: results, money, people, risks and what comes next. Plans and reports](https://nerix.ai/templates/annual-report-summary) - [Board report Company: Company Period: Period covered Board meeting: Board meeting date Prepared by: Prepared by 1. Summary Summary in a few lines 2. Progress against goals Progress against goals 3. Money Money Board report Give the board one clear report: how the business is doing, the risks, and what you need them to decide. Plans and reports](https://nerix.ai/templates/board-report) - [ESG report summary Company: Company name Period: Reporting period Standard or framework: Standard or framework used (optional) Message from leadership Message from leadership Environment Results Environment results How we measured How the environment figures were measured (optional) ESG report summary Summarise your environmental, social and governance results for the year, with targets and next steps. Plans and reports](https://nerix.ai/templates/esg-report-summary) - [Run sheet: Event name Date: Event date Venue: Venue and address Event manager: Event manager (name and phone) Expected: Expected guests Schedule Timed schedule Who does what Who does what Suppliers Event run sheet Run the day on one page: a timed schedule, who is responsible, contacts and what to do if things go wrong. Plans and reports](https://nerix.ai/templates/event-run-sheet) - [Grant application: Project title Organisation: Organisation Status: Legal status Funder and programme: Funder and programme Contact: Contact person and details Summary Amount requested: Amount requested Total project cost: Total project cost Project dates: Project dates About us About the organisation Grant application Apply for a grant with a clear need, plan, budget, expected results and way to report back. Plans and reports](https://nerix.ai/templates/grant-application) - [Investor update Keep investors informed with a short update: numbers, wins, challenges, cash and the help you need. Plans and reports Email](https://nerix.ai/templates/investor-update) - [Lesson plan Plan a lesson or training session: aims, timed activities, materials and how you will know they learned. Plans and reports](https://nerix.ai/templates/lesson-plan) - [Lessons learned report Look back at a project or incident without blame: what worked, what did not, why, and what to change. Plans and reports](https://nerix.ai/templates/lessons-learned-report) - [Monthly management report A one-month report for managers: numbers against plan, what happened, cash and decisions needed. Plans and reports](https://nerix.ai/templates/monthly-management-report) - [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](https://nerix.ai/templates/okrs) - [Quarterly business review Review the quarter against your goals and set priorities for the next one. Plans and reports](https://nerix.ai/templates/quarterly-business-review) - [Risk register List what could go wrong, how likely and how bad, who owns it and what you will do about it. Plans and reports](https://nerix.ai/templates/risk-register) No template matches Try fewer or other words, or start from one of these. [Ask nerix to draft it](https://nerix.ai/try?write=1) 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. Templates ## More kinds of documents Every category has its own page, so you can see all of its templates at once. [Draft it with nerix](https://nerix.ai/try?write=1)[All templates](https://nerix.ai/templates)