SIMPLE SMALL-BUSINESS

PLAN TEMPLATE

BUSINESS PLAN

COMPANY NAME

DATE PREPARED

00/00/0000

CONTACT

Contact Name

Contact Email Address

Phone Number

Street Address

City, State and Zip

webaddress.com

TABLE OF CONTENTS

1.	EXECUTIVE SUMMARY	3

2.	FINANCIAL HIGHLIGHTS	4

3.	FINANCING REQUIREMENTS	4

4.	COMPANY BACKGROUND	5

4.1	OVERVIEW	5

4.2	TEAM	6

4.2.1	MANAGEMENT TEAM	6

4.2.2	ADVISORY BOARD	7

5.	MARKET ANALYSIS	8

5.1	PROBLEM & SOLUTION	8

5.1.1	THE PROBLEM	8

5.1.2	OUR SOLUTION	8

5.2	TARGET MARKET	9

5.2.1	MARKET SIZE	9

5.2.2	SEGMENT 1	9

5.2.3	SEGMENT 2	9

5.3	COMPETITION	10

5.3.1	CURRENT ALTERNATIVES TARGET BUYERS ARE USING	10

5.3.2	OUR COMPETITIVE ADVANTAGES	10

6.	EXECUTION	11

6.1	PRODUCT OR SERVICE OFFERINGS	11

6.1.1	PRODUCT OR SERVICE	11

6.2	SALES & MARKETING PLAN	12

6.2.1	MARKETING PLAN	12

6.2.2	SALES PLAN	13

6.3	OPERATIONS	14

6.3.1	LOCATIONS & FACILITIES	14

6.3.2	TECHNOLOGY USED TO OPERATE BUSINESS	14

6.3.3	EQUIPMENT & TOOLS NEEDED TO OPERATE BUSINESS	15

6.4	MILESTONES & METRICS	16

6.4.1	MILESTONES	16

6.4.2	KEY PERFORMANCE METRICS	16

7.	FINANCIAL PLAN	17

7.1	FORECASTS	17

7.1.1	KEY ASSUMPTIONS	17

7.1.2	REVENUE FORECAST	18

7.1.3	EXPENSE FORECAST	18

7.1.4	NET PROFIT (OR LOSS) FORECAST	19

7.2	FINANCING	20

7.2.1	SOURCES OF FUNDING	20

7.2.2	USE OF FUNDING	20

7.3	FINANCIAL STATEMENTS	21

7.3.1	PROFIT & LOSS	21

7.3.2	BALANCE SHEET	22

7.3.3	CASH FLOW STATEMENT	23

8.	APPENDIX	24

EXECUTIVE SUMMARY

Write this section last and summarize all the key points in your business plan in less than two pages. This is your opportunity to capture the attention of your reader and gain buy-in.

financial highlights

Note: Insert a chart here showcasing your key financial data. Tools like Smartsheet can automatically create charts and updates with real-time changes.

financing requirements

If applicable

If you seek to raise money for your business, include a concise summary of those elements for which you need funding.

COMPANY BACKGROUND

OVERVIEW

Provide a description of the overall nature of your business and the industry in which it operates. Include details like industry trends, demographics, and governmental and economic influences.

TEAM

MANAGEMENT TEAM

Detail the name, role, and relevant experience of each key team member.

ADVISORY BOARD

If required

MARKET ANALYSIS

PROBLEM & SOLUTION

THE PROBLEM

OUR SOLUTION

TARGET MARKET

MARKET SIZE

SEGMENT 1

SEGMENT 2

If applicable, add as many segments as necessary.

COMPETITION

CURRENT ALTERNATIVES TARGET BUYERS ARE USING

OUR COMPETITIVE ADVANTAGES

EXECUTION

PRODUCT OR SERVICE OFFERINGS

PRODUCT OR SERVICE

Describe the product or service you are offering, how it benefits the buyer, and its unique selling proposition.

SALES & MARKETING PLAN

MARKETING PLAN

Describe your marketing objectives and strategy here, including costs, goals, and plan of action.

SALES PLAN

Outline how you plan to do the following: nurture leads; convert prospects into customers; and increase the lifetime value of a customer.

OPERATIONS

LOCATIONS & FACILITIES

TECHNOLOGY USED TO OPERATE BUSINESS

EQUIPMENT & TOOLS NEEDED TO OPERATE BUSINESS

MILESTONES & METRICS

MILESTONES

MILESTONE	DESCRIPTION	COMPLETION DATE

KEY PERFORMANCE METRICS

ACTIVITY	DESCRIPTION	KEY METRIC

FINANCIAL PLAN

FORECASTS

KEY ASSUMPTIONS

Provide insight into how you came up with the values in your financial projections (e.g., past performance, market research). Describe the growth you are assuming and the profit you anticipate generating as a result of that growth.

REVENUE FORECAST

Include a chart that shows your projected revenue.

EXPENSE FORECAST

Include a chart that shows your projected expenses.

NET PROFIT (OR LOSS) FORECAST

Include a chart that shows your projected net profit or loss.

FINANCING

SOURCES OF FUNDING

USE OF FUNDING

FINANCIAL STATEMENTS

PROFIT & LOSS

BALANCE SHEET

CASH FLOW STATEMENT

APPENDIX

This section contains data that backs up and supports the information you shared in your business plan. The information you provide in this section can include detailed market research, a competitive analysis, relevant data about your product and service offerings, and any other information to help gain investor and stakeholder buy-in.

DISCLAIMER Any articles, templates, or information provided by Smartsheet on the website are for reference only. While we strive to keep the information up to date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability with respect to the website or the information, articles, templates, or related graphics contained on the website. Any reliance you place on such information is therefore strictly at your own risk.