Business plan template for excel

In this article, we’ve rounded up an extensive list of free business plan templates and samples for organizations of all sizes. You can download all of the plans in Excel. 

Included on this page, you’ll find business plan templates in Excel, business plan checklists in Excel, business plan financial templates in Excel, and more.

Шаблоны бизнес-планов позволяют вашей компании перейти на новый уровень

Если вы начинаете новый бизнес, а также меняете или расширяете существующий, важно создать надежный план для принятия решений.

Шаблон бизнес-плана Майкрософт позволит вам начать работу. Шаблоны бизнес-планов предлагают пошаговые инструкции и готовые слайды для резюме бизнес-плана, обзора компании, финансового плана и т. д. Вы даже сможете найти шаблон бизнес-плана для конкретных отраслей, включая шаблоны бизнес-планов в Word для поставщиков услуг здравоохранения, профессиональных услуг и торговли. Укажите свою руководящую команду, а в случае индивидуального предприятия — надежных членов семьи и друзей, чтобы они вносили вклад в ваш план с помощью шаблона контрольного списка бизнес-плана в Excel. Назначайте задачи и сроки выполнения для исполнения обязанностей и отслеживания. Также существуют шаблоны бизнес-планов, помогающие определить юридическую структуру вашей компании, целевую аудиторию и подготовить план маркетинга.

Просмотрите все варианты шаблонов бизнес-планов, чтобы найти подходящий для себя.

One of the reasons that so many small businesses fail is that they don’t do the necessary up front work to create an accurate and realistic business plan. Creating a business plan doesn’t guarantee success, but the process of writing a plan is critical for any successful new business. It isn’t our goal to try to tell you everything you need to know about creating a business plan. Instead, our goal is to make the process easier by providing a professionally designed business plan template that you can edit easily using Word and Excel.

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Update (7/22/2016): We’ve added a basic break-even analysis worksheet to the companion Excel workbook.

Description

This template provides a business plan outline with sample questions, tables, and a working table of contents. It was created for newer versions of Word and Excel (Office 2007 or later) so that you can easily change the fonts and color scheme and the file will be compatible with the mobile and web-based Word & Excel apps.

It is best to use Excel for financial statements, data tables and charts. So, we have provided a companion Excel workbook with these sample financial statements and other tables and graphs that you can copy and paste into your Word document.

The companion workbook combines many of the different spreadsheets you can find on Vertex42.com, but customized specifically for inclusion in a business plan.

Using the Business Plan Template

Editing Headings and Table of Contents

Copy/Paste From Excel to Word

More Related Templates

Resources for Writing a Business Plan

• Write Your Business Plan at SBA.gov — Anybody starting a business should become familiar with the SBA (small business association). SBA.gov also has an online tool for creating a business plan.
• YouTube: How to Write a Business Plan — Business Wales (3 minutes) — This video offers a quick overview and tips for the essential parts of a business plan.
• YouTube: How to Write a Business Plan — Berkeley-Haas (71 minutes) — This presentation offers both the venture capitalist and entrepreneur perspective on how to write a business plan that can successfully attract funding.
• Write Your Business Plan at Entrepreneur.com — A book written by the staff of a company that should know what they are talking about.
• Sample Business Plans at bplans.com — Finding a business plan for similar businesses in your industry is a great way to get ideas for what to include in your plan. This site is a great resource for not only finding sample plans, but also for creating a business plan online using their step-by-step approach.

Other Free Business Plan Templates

• Business Planning Template Gallery at SCORE.org — This nonprofit organization (supported by the SBA) has provided expertise and free mentorship for millions of small business owners. They also have a useful collection of templates.
• Develop Your Business Plan at business.gov.au — This Australian Government site provides a really good business plan template for Word, including a detailed guide, questions to answer, and sample financial statements.

There’s a reason Excel is so ubiquitous in the workplace. Its versatility allows you to do a plethora of different things, like track KPIs, create sales receipts, and record time cards.

To make your life a little easier, we compiled some of our favorite Excel templates for business.

1. Timeline template

Time is a resource that can’t be gained back, which is why it’s essential to track it. This timeline template by Vertex42 gives you an overview of the milestones and events that team members should be aware of.

2. Gantt chart template

Need something more sophisticated than a project timeline? Look no further than this Gantt chart template by Vertex42. You can organize tasks, change dates and track the status of tasks using easy-to-master excel functions and formulas.

3. To-do list template

A big part of the solution-creating process is simply knowing what needs to get done. This to-do list template by Vertex42 is perfect for keeping you and your team in the loop.

With this template, you can add project tasks, the priority level, a due date, who’s in charge, and status updates.

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4. Issue-tracking template

Learning from mistakes is key to growth, both professionally and personally. Enter the issue-tracking template.

This template allows you to keep a log of what went wrong, the priority of the issue, and the team assigned to tackle it, as well as a comment section to note any findings. Having a birdseye view of what went wrong will help you track recurring issues and nip them in the bud before they affect the rest of the current project.

5. Weekly time-card template

An economical alternative to time-card software is this free template. The weekly time card by Vertex42 calculates hours per week per project, which is particularly handy for smaller businesses that need to track budgets.

6. KPI tracker template

This handy KPI tracker will help you measure the things that matter for business success. The template allows you to consolidate metrics between teams and switch between a table and a graphical layout.  

7. Party planning template

In charge of planning a work event? Excel can help you out. Use this party planning template to ensure the expenses stay firmly nestled within the budget.

8. Payment invoice template

Save time by using this free invoice template when receiving payments from customers.

9. Portfolio management template

Use this portfolio management template to track how much you earn from your investments. Created by a Singaporean investor and adapted to fit the US stock market, this template also has a summary section for a broad view of your portfolio.

10. Service invoice template

This invoice template is ideal for service-based businesses. It has empty fields to populate with information pertaining to the services you provide.

11. Shipping invoice template

Save money on invoicing software with this template. With this Excel sheet, you can include shipping information, alternate addresses, product codes, and notes.

12. Account statement template

For businesses that bill customers recurringly, this account statement template is super handy for creating a summary of sales made. This is particularly useful for smaller businesses as bookkeeping software can be expensive.

13. Packing slip template

If you’re shipping goods to customers, use this packing slip template to show your customers a breakdown of their orders.

14. Price quote template

Simplify your quoting process with this price quote template. The template has sections for the quote description, special notes, customer information, and more!

15. Purchase order template

Once your customer decides to accept your price quote, you can then create a purchase order thanks to this template.

16. Sales receipt template

Use this template to send your customer a sales receipt.

17. Rent receipt template

This rent receipt template is handy If you rent out your office space or home. The simple template allows you to keep a record of payments made on your property.

18. Home office expense tracker template

Solopreneurs working from home will want to use this home office expense tracker to check that they’re making the most out of their eligible tax deductions.

19. Time card template

This time card template is useful for businesses that hire contractors. The sheet allows team members to note the amount of time spent on a project. It also automatically calculates the regular hours and overtime hours along with the total hours spent each week.

20. Weekly time card template

Once you have your employees’ daily log all set, you can then transfer that information to this weekly time card template to get a better view of their hours for the month.

21. Weekly timesheet

This weekly timesheet includes breaks in it so you can get a more accurate picture of how many hours your employees are working each week.

If you’re looking for a daily schedule template, check out this resource.

22. Payroll calculator template

This payroll calculator template helps you account for deductions when determining gross pay.

23. Startup business plan template

Ever heard the phrase “if you fail to plan, you are planning to fail”? This startup business plan template helps you get one step closer to success. The sheet includes instructional sections for an executive summary, marketing plan, startup expenses, and more!

24. Existing business plan template

Are you an established business without a formalized financial plan? This template might be the one for you.

25. 12-month marketing plan template

Plan for the year ahead with this 12-month marketing plan template. The highly detailed template helps you identify: your market, your target customer, your business goals, strategies and tactics, and budget.

26. Editorial content calendar template

Content and social media have only grown in importance over the past few years. This editorial content calendar template is a handy way to track when and where you post over a few months.

27. On-page SEO template

This on-page SEO template is great for organizing an on-page SEO strategy, documenting any changes, and more.

28. SWOT analysis template

Use this SWOT analysis to ensure you and your team are systematically identifying and adapting to opportunities and potential threats

29. Event planning template

In the event planning a business, or simply want to celebrate a milestone with your team? Check out this event planning template so yours runs without a hiccup.

30. Job application template

Looking to expand your team in a smart, efficient way? This job application template might be the tool you need. You can use it as is or edit the entry fields so you can screen for the skills and qualities necessary for the role.

31. World meeting planner

If you work as part of a global remote team, you are probably aware of the inconvenience that comes with coordinating a mutually optimal time for meetings. This world meeting planner and time zone converter will save you multiple e-visits to timeanddate.com when coordinating with your coworkers.

32. Business financial plan template

Download this business financial plan template to track and forecast your spending and income for the future.

33. Business budget expense template

Want a more comprehensive financial tracker? Look no further than this business budget expense template. You can evaluate your actual expenses against your actual budget both numerically and graphically.

34. To do list template

This to-do list Excel template visually displays your tasks on a daily, weekly, and monthly basis.

Become an Excel pro

Want to learn how to use Excel like a pro (and maybe create a couple of templates of your own)? Check out our range of Excel courses, complete with video lessons with accompanying cheat sheets, exercises, and quizzes to bolster your learning.

For more Excel templates, check out this handy article.