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The easiest way to simplify the work of writing a business plan is to start with a sample business plan template.


Our sample business plan template includes step by step guide on how and what you need to include in your winning business plan.

In this sample business plan template, we have included help and guidelines about the purpose of each section and how to complete that particular section.

Our business plan software and this template will save entrepreneurs critical time and make their business plan writing experience a lot easier.

A standard business plan consists of a single document consists of several segments including a description of the company, customer pain problem, your solution including product or services, market research, marketing strategy, competitor analysis, sales strategies, funding requirements, and financial data.

If you are looking for a business plan template for a particular industry, you can browse our sample business plans and find a business plan example specific to your industry.


Sample Business Plan Template outline

This sample business plan template includes the following sections:

  • The Quick Pitch: Executive Summary & Elevator Pitch
    • Executive Summary
      • Business summary
      • Business aims
      • Financial summary
      • Units Sold v/s Revenue chart
    • Elevator Pitch
      • Your business name
      • Do you need a strapline?
      • Your elevator pitch
  • What are you going to sell?
    • Problem Analysis
    • Solution
      • Solution Description
      • Solution Features
    • Product and Services
      • What are you going to sell?
      • Describe the basic product/service you are going to sell.
      • Describe the different types of product/service you are going to sell.
      • If you are not going to sell all your products/services at the start of your business, explain why not and when you will start selling them.
  • All about you and your team
    • Owner's Background
      • Why do you want to run your own business?
      • Previous work experience
      • Qualifications and education
      • Training
      • Hobbies and interests
    • Team Members
      • John Doe
      • Jana Doe
  • Who are your customers?
    • The Market
      • Explain whether your customers are businesses or individuals.
      • Describe your typical customer
      • Describe where your typical customers are based
      • Explain what prompts your customers to buy your product/service
      • Describe factors that help your customers choose which business to buy from
      • Explain whether you have sold any products/ services already
      • Explain how many customers you have waiting to buy from you
  • Do you know what it's like out there?
    • Market Research
      • Desk research uses information from the internet and books.
      • Field research involves asking potential customers their opinion of your business.
      • Test trading lets you practice running your business.
      • Market Size
  • How will you contact your customers?
    • Marketing Strategy
      • Word of mouth
      • Advertising
      • Business literature – leaflets and business cards
      • Direct marketing
      • Social media
      • Tradeshow and exhibitions
      • Website
  • Who are your competitors and how do you compare?
    • Competitor Analysis
      • Table of competitors
      • SWOT analysis
      • Unique Selling Point (USP)
      • Competitive Advantages
  • How will customers get the goods and you get paid?
    • Operations And Logistics
      • Production
      • Delivery to customers
      • Payment
      • Suppliers
      • Premises
      • Equipment
      • Transport
      • Legal requirements
      • Insurance
      • Management and staff
  • How much will it cost?
    • Pricing
  • How much money will you make?
    • Sales and Cost Forecast
      • Sales calculations
      • Costs calculations
      • Assumptions
    • Personal Survival Budget
    • Cashflow Forecast
    • Costs Table
  • What if it doesn't work?
    • Backup Plan
      • Think about what changes you may be able to make to your business in the short term that would help you to make cost savings or earn more money.
      • Consider what changes you may be able to make long term.
      • If you do decide to close your business, consider what skills and experience you have now – and as a result of doing the Enterprise program – that would help you to take your next step.
      • Think about what you have learned as a result of running your own business.

After getting started with Upmetrics, you can copy this sample business plan template into your business plan and modify the required information and download your sample business plan pdf and doc file. It's the fastest and easiest way to start writing your business plan.

Ready to Start Your Planning?

Now that you know how to write a business plan, it's time to create one for you.

Remember that problem and market analysis are essential, but implementation is what counts. Go through the process explained in this guide to start planning for your business.

We have created Upmetrics — business plan software to simplify the process of business planning.

Our business plan builder allows you to write and customize your business plan. Our sample business plans and inbuilt help tips will help you to get started with your writing even if you are no expert. Our business plan sections and charts will make your document visually attractive.

Our financial forecasting module will create all the essential reports automatically. You need to enter numbers, and the application will do all the math to generate all your financial statements. Later you can embed those reports into your business plan.

After completing your business plan, you can download your business plan in PDF or DOC file with Upmetrics. You can also share it online with investors just by a quick link.

Customize your Business Plan

All businesses are different. So, don't hesitate to customize your business plan according to your requirements.

Even though our sample business plans are to help you create the perfect presentation for your clients and investors, it is finally up to you to decide how you're going to present your ideas in the best light.

Use this Sample Business Plan Template as guide and start writing your business plan.

Business Planning Resources

We have plenty of free business planning resources available to help you with your planning. You can download our resources to learn all about business planning.

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DISCLAIMER: The business plans, templates, and articles contained on upmetrics.co are not to be considered as legal advice. All content is for informational purposes, and upmetrics makes no claim as to accuracy, legality or suitability. The site owner shall not be held liable for any errors, omissions or for damages of any kind.
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