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Weekly Schedule Template

Tracking employees’ work time and wages is easy with this free weekly schedule template.

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Monthly Report

Provide a professional, concise summary of project activities with this monthly report template.

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One Page Business Plan

Need to write a business plan but don’t know where to begin? Download our free 1-page business plan ...

7 Free Business Plans | PDF Templates & Examples

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Business Case

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Executive Summary Template

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Risk Assessment Template

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Simple Business Plan Template

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Startup Business Plan Template

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Strategic Planning

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Simple Business Plan Templates

Strategic Plan Template - PDF Templates

Strategic Plan Template

Focus on the future and keep your company moving forward with Jotform’s Strategic Plan Template. Simply fill in the attached form with your company overview, delve deeper with a SWOT analysis, and finish off by determining your strategic goals, actions, and financial plans. Our fully-customizable template converts submitted information into polished PDFs, which you can download, print, or share instantly.

Single Page Business Plan - PDF Templates

Single Page Business Plan

Get down to business with a customizable Single-Page Business Plan template from Jotform. Customize your plan in minutes. No coding. Drag and drop to build.

Operational Plan Template - PDF Templates

Operational Plan Template

This Operational Plan Sample is structured with important details for your organization. It comes ready to print, but you can simply edit the fields by putting your own organization information.

Marketing Brief Template - PDF Templates

Marketing Brief Template

Managing a marketing campaign or promotion is a challenging task. You need to have a marketing plan in order to execute the campaign smoothly with the time and budget provided. Creating a Marketing Brief is very beneficial because it summarizes the marketing strategy for a specific campaign.If you are in the advertising agency or part of the marketing department, then this Marketing Creative Brief Template is for you. This well-designed template contains the client information, project information, and the marketing materials that will be used. The project details explain the project title, description, objectives, target audience, budget overview, advertising guidelines, and competitors.

Glamping Business Plan Template - PDF Templates

Glamping Business Plan Template

Grab the attention of the investors by using this Glamping Business Plan Template. This business plan is simple yet effective because it contains all the necessary details when building a successful business.

SOP Template - PDF Templates

SOP Template

Create a process to organize your employees in managing specific cases or scenarios by using this SOP Template. This template is commonly used in any organization whether it is a small, medium, or large group.

Lean Business Model Canvas Template - PDF Templates

Lean Business Model Canvas Template

See your business from a new perspective with Jotform’s Lean Business Model Canvas Template. Simply fill in a short form with problems your business could solve, how they are currently being solved in the market, and how your company can uniquely work to solve these problems. Our template instantly converts the information into polished PDFs you can download or print for your next big meeting.Our Lean Business Model Canvas Template already looks professional, but you can personalize it further to match your business. Jotform PDF Editor lets you rearrange form fields or add your company logo at the touch of a button! By instantly converting your business model into an accessible PDF format, our Lean Business Model Canvas Template can help you see the bigger picture and determine how to take your business to the next level.

Creative Brief Template - PDF Templates

Creative Brief Template

A Creative Brief is used in advertising, branding, and marketing industries. In order to have a strong and outstanding creative campaign, you need to have a game plan to follow. This serves as a guideline that will help in making decisions related to the campaign.This Creative Brief Template PDF discusses the project details like the project name, due date, and project description. The marketing materials that will be used are listed in the document which includes its specifications like the dimension size, the medium that will be used, and the quantity. This is the best Creative Brief Template you can use for your next creative marketing campaign.

Business Model Canvas Template - PDF Templates

Business Model Canvas Template

Our Business Model Canvas Template includes nine segments which are key partners, key activities, value proposition, customer relations, customer segments, key resources, channels, cost structure, and pricing model.

Gym Business Plan Template - PDF Templates

Gym Business Plan Template

Be successful in the gym business that you're building by securing funding or a loan with the help of this Gym Business Plan Template. This PDF can be printed and given to investors or loan applications.

Blog Post Outline Template - PDF Templates

Blog Post Outline Template

Use this Blog Post Outline Template for your blog content in order to get more visitors, followers, shares, and impressions. This template will definitely help your ranking in search engines.

Meeting Minutes Template - PDF Templates

Meeting Minutes Template

Set goals, plan your actions, and update your team members by tracking the team meetings by using this Meeting Minutes Template. This PDF template will surely help the team in terms of planning and productivity.

Pressure Washing Estimate Template - PDF Templates

Pressure Washing Estimate Template

Create estimates for pressure washing services with the use of web tools. Use this Pressure Washing Estimate PDF template and create instant estimates in PDF format without the trouble of hiring programmers.

Business Hours Template - PDF Templates

Business Hours Template

Announce and let the customers know if your business is open and not by using this Business Hours Template. This PDF template can be customized and personalized by using the PDF Editor.

Memorandum of Understanding Template - PDF Templates

Memorandum of Understanding Template

Build a harmonious relationship between two or more parties by using this Memorandum of Understanding Template. This template is easy to use and can be customized via the PDF Editor.

Scope of Work Template - PDF Templates

Scope of Work Template

Establish the responsibilities of the service provider by using this Scope of Work Template. This document will show the list of work and tasks that should be performed by the service provider.

Custom Sales Funnel Plan - PDF Templates

Custom Sales Funnel Plan

Curriculum Vitae - PDF Templates

Curriculum Vitae

Curriculum Vitae Template will provide you with all the necessary information that you need for your recruitment procedure and automate the job application process of your business.

Preliminary Notice Template - PDF Templates

Preliminary Notice Template

Notify the parties involved like the property owner, hiring party, notifying party, and contractor about the construction project by using this Preliminary Notice Template. This PDF template can be customized if needed via the PDF Editor.

Credit Analysis - PDF Templates

Credit Analysis

Retainer Agreement - PDF Templates

Retainer Agreement

Create retainer agreements online. Free, easy-to-customize template. Fill out on any device. Collect e-signatures. Save time with automation tools.

Transaction Summary - PDF Templates

Transaction Summary

Business Plan Financial Template - PDF Templates

Business Plan Financial Template

Create a business plan financial template with Jotform Sign. Drag and drop to customize. Fill out and e-sign from any smartphone, tablet, or desktop.

Employee Code of Conduct Template - PDF Templates

Employee Code of Conduct Template

Create a professional code of conduct to send to your employees. Can be signed from any smartphone, tablet, or computer. Easy to customize and share. No coding.

About Simple Business Plan Templates

Plans, strategies, roadmaps – Businesses rely on these things to gain perspective on what’s about to happen. Milestones laid down in strategic and careful planning for growth and expansion, visions of where the company’s headed 10 years from now, goals that should meet timelines, all these require a smart, prudent and calculated planning.

Whether you’re a startup, an SMB, or close to a Fortune 500, a solid business plan is crucial. And of course, writing business plans is a huge task. But, what if you needed something that requires input from others though? Say, an online form or a PDF template where responses from your colleagues and managers matter? Well, here’s a collection of PDF templates for business planning.

These are beautifully designed templates, specifically tailored for businesses and companies who don’t know where to start. The hard part was already done and that’s designing the template. These will serve as boilerplates for whatever milestone your business needs. You won’t need to worry on building something from scratch, you just need to focus on the content. Some of these templates will contain or collect executive summaries, opportunities, expectations, execution, financial plans, forecasts, the whole nine yards.

Business plan templates help give a clear vision of what lies ahead. They help you get things organized, planned out, and help you check off items from your to-do list more efficiently.

Frequently Asked Questions

1) what are the seven parts of a business plan.

  • Executive summary. This is an overview of your business plan. The executive summary should include your company’s offerings, mission, goals, and projections. Think of it as the elevator pitch for your business plan. If you can’t get investors interested here, it’s unlikely they’ll want to keep reading.
  • Company description and history. Describe your business’s legal structure and history in addition to what you do. If you just started this business, you may replace company history with your leadership team’s experience. The purpose of this section is to explain the company structure and build confidence in the people running the company.
  • Products and services. Talk about what your company offers, whether that’s products, services, or a combination of the two. Describe your products and services in detail. Explain what makes your offering unique, what your profit margins are, what kind of demand you’re seeing for it, etc.
  • Market and competitor research. Investors want to know if there’s demand for your offering. Describe the target market and how your product or service benefits potential customers. Include projections of where the industry is headed over the next few years. Additionally, detail your competitors and how saturated the market is.
  • Sales and marketing strategy. This part of the business plan explains how you’ll promote your product. Outline elements such as your ideal customer profile (ICP) as well as your marketing channels, budget, and methods.
  • Operations and logistics. Explain how you’ll source materials if you sell products as well as the technology you need to deliver such products and services. Also, provide details about your team, like how many people you’ll need and how you’ll manage employees.
  • Financial plan and projections. It’s crucial to prove that your business will be financially viable. For this, you’ll need revenue and expense projections. Many investors want to see sample account statements, balance sheets, and cash flow projections.

2) How do you write a business plan?

Your business plan should be a realistic roadmap that helps you build a successful company. When writing it, take a balanced approach so that you’re not blind to the potential pitfalls and risks. You’ll draft each of the seven sections previously discussed.

Tackling these sections can be overwhelming, so some people like to start with a one-page business plan that includes short paragraphs for each element. Another way to give yourself a head start is by working from a business plan template. Once you have a good start, you can expand each section to make a compelling case for your business.

3) Can I write a business plan myself?

Yes, you can. However, depending on your writing experience and goals, you may want outside help. If the business plan is for internal use with the purpose of improving business functions, you’ll likely be OK tackling it alone. But if you’re trying to secure funding from a bank or investors, a professional business plan writer can give you a leg up.

Even if you decide to do it yourself, have a trusted friend or business mentor review your plan and provide feedback. An objective point of view will help you refine your work.

4) What are the four types of business plans?

  • One-page or mini business plan. The one-page option is a great way to improve the focus of your business plan and highlight the essential elements. It can be an effective way to workshop your company’s plan or quickly give others a rundown of your entire business.
  • Traditional business plan. The traditional business plan is more in-depth than its one-page counterpart and will be more thorough in each section (often, plans exceed 40 pages). For example, it may contain detailed financials, branding samples, and competitive research documents.
  • Business model canvas (BMC). The business model canvas is a more visual representation of your business architecture. It includes sections for infrastructure, offering, customers, finances, etc. Many businesses find the BMC appealing since it can be summarized in a single page.
  • Strategic business plan. The strategic business plan can have different purposes, like proving feasibility, discussing planning operations, or projecting growth. It will outline the company’s goals, its strategy for reaching them, and the company structure. The main difference between this and the traditional plan is its focus on specific strategic initiatives.

5) What are the common mistakes in business plans?

  • Poor writing. Sloppy writing may suggest that you’re not serious about your business or you lack the needed professionalism.
  • Unrealistic expectations. While you should be optimistic about your business, if your financial projections reflect your hopes more than reality, people may hesitate to back your business.
  • Lack of supporting documentation. People reviewing your business plan want to see how you back up your claims. You can include research docs, sample financials, and estimates to make your case.
  • Failing to define the target audience. For a successful marketing plan, you need to define your target audience. Investors and financial institutions need to see if you’re confident about who you’re selling to.
  • Unbalanced. It’s important to lay out the risks and potential upsides. This analysis shows investors that you’re considering the whole picture regarding your business.

These templates are suggested forms only. If you're using a form as a contract, or to gather personal (or personal health) info, or for some other purpose with legal implications, we recommend that you do your homework to ensure you are complying with applicable laws and that you consult an attorney before relying on any particular form.

Choose from 550+ free, downloadable sample business plans.

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Garrett's Bike Shop

The quickest way to turn a business idea into a business plan

Fill-in-the-blanks and automatic financials make it easy.

No thanks, I prefer writing 40-page documents.

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Free Simple Business Plan Templates

Are you a business startup and want to get a free business plan template for your business? If yes, then you are at the right place. As a business plan writing company , we list out professional business plan templates for you so you can write your business plan easily. We have shared a wide range of templates for diversified business needs. You can choose one that suits your requirements

Business Plan Template

Simple Business Plan Template

This template guides you step by step through all the elements of a small business plan , covering areas like the company’s history, introducing the management team, conducting market analysis, presenting product or service details, outlining financial projections, and more. Additionally, it includes a pre-built table of contents to maintain the structure of your plan, and it’s fully adaptable to suit your specific needs.

Simple Business Plan Template

Lean Startup Business Plan Template

The lean business plan template offers a simplified alternative to the traditional business plan Template. It includes concise sections for your company’s overview, industry context, problem-solving approach, unique value proposition, target market, and essential performance metrics. Additionally, there’s space to map out a timeline of crucial activities.

The Lean Business Plan Template

Free Business Plan Template

Boost your business with our collection of easy-to-use templates designed just for you.

Business Plan Templates By Business Category​

Potential issues with business plan templates & how to address them, generic templates vs. industry specificity.

  • Issue: One-size-fits-all business plan templates might not capture industry-specific details crucial for investors.
  • Solution: Look for templates with industry-tailored sections or customize existing ones to highlight your industry’s nuances.

Lack of Financial Expertise

  • Issue: Users might struggle with financial projections or terminology.
  • Solution: Include clear instructions and financial guidance within the simple business plan template.. Users can also consult free online resources or financial advisors.

Data Accuracy and Consistency

  • Issue: Inaccurate or inconsistent data can mislead investors.
  • Solution: Double-check all data entries and ensure consistency across the plan. Consider using real financial data from your business (if applicable).

Overreliance on Templates

  • Issue: Business Plan Templates shouldn’t replace critical thinking and analysis specific to your business.
  • Solution: Use the template as a framework, but personalize it with your unique value proposition, competitive landscape analysis, and strategic goals.

Formatting and Readability

  • Issue: Poor formatting can make your plan look unprofessional.
  • Solution: Pay attention to formatting elements like fonts, spacing, and visuals. Ensure the plan is clear, concise, and easy to read.

Remember: Our Page includes 45 different kinds of business plan templates tailored for specific industries, So you can choose any format that suits your business with your ease.

Get Your One Page Business Plan Template from Wisebusinessplan Today!

Essential elements of a business plan.

  • Executive Summary
  • Business Description
  • Market Analysis
  • Competitive Analysis
  • Marketing and Sales Strategy
  • Organization and Management
  • Product or Service Line
  • Financial Projections
  • Funding Request
  • Appendix (optional)

Tips for Creating a Business Plan

Creating a business plan can seem like a daunting task, but the following tips aim to simplify the process as you develop your plan:

  • Utilize a business plan template (choose from the options above) or refer to the previous section to establish a standard outline for your plan.
  • Adapt your outline to suit the specific needs of your business. If you’re using a standard business plan outline, remove any sections that don’t apply to your situation or aren’t vital for running your business.
  • Begin by gathering all the information you currently have about your business. Then, use this information to complete each section in your plan outline.
  • Leverage available resources and conduct additional research to fill in any remaining gaps. (Note: You don’t have to fill out your plan in sequence, but remember that the executive summary, which summarizes key points, should be completed last.)
  • Ensure your plan effectively conveys the interplay between your marketing, sales, and financial objectives.
  • Include details in your plan that outline your strategic course of action, looking ahead three to five years.
  • Regularly revisit your plan as strategies and objectives evolve.

Tips for Creating a Business Plan

At the very least, ensure your business plan addresses the following questions:

  • What product or service are we offering?
  • Who is the product or service for?
  • What problem does our product or service solve?
  • How will we deliver the product or service to our target customers?
  • What makes our product or service superior to alternatives?
  • How can we surpass our competitors?
  • What is our unique value proposition?
  • When will tasks be completed, and who is responsible for them?
  • If funding is needed, how will it be utilized?
  • When are payments due, and when will income be received?
  • What is the ultimate purpose of your business?

To determine the type of business plan that suits your needs and for more helpful guidance, consult our guide on crafting a concise business plan.

Benefits of Using a Business Plan Template

Developing a business plan can be a time-consuming task, particularly if you’re unsure how to get started. However, utilizing the right template tailored to your business needs can prove highly advantageous. Here’s how using a business plan template, as opposed to starting from scratch, can be particularly helpful:

Facilitates Organized Planning

A template allows you to promptly jot down your thoughts and ideas in an orderly fashion. It provides a structured framework that simplifies the planning process.

Provides Clarity and Structure

Using a template gives your plan a clear structure, helping you outline your business objectives, strategies, and goals with greater precision.

Time and Resource Efficiency

Templates save you precious time and resources. They eliminate the need to create every section from the ground up, enabling you to focus on the content and strategy, rather than the format.

Prevents Oversight

Templates serve as comprehensive guides, helping you cover all the essential details your business plan should encompass. This reduces the risk of omitting crucial elements vital to your business’s success.

In essence, a well-designed business plan template streamlines the planning process, making it more efficient and ensuring that your plan is both thorough and well-organized.

Restrictions of Business Plan Templates

While a business plan template can be a helpful starting point, it comes with certain limitations, particularly if the template doesn’t align precisely with your business’s unique requirements. Here are some drawbacks to consider:

Lack of Customization

Every business is distinct, and your business plan should reflect that individuality. A template may not adequately cater to your specific needs, potentially resulting in an ill-fitting plan.

Impaired Collaboration

Using a template may hinder effective collaboration among different teams involved in the plan’s development, such as sales, marketing, and accounting teams. It might not be conducive to seamless teamwork.

Data Dispersal

Templates can lead to the creation of multiple files stored in various locations. This can make it challenging to maintain a centralized and up-to-date plan.

Chart and Graph Creation

Templates often require you to manually generate charts and graphs to support your strategic points. This adds an extra layer of work and complexity.

Multiple Updates

Keeping your plan, spreadsheets, and supporting documents synchronized can be cumbersome when using a template. Changes made may not automatically update across all documents, potentially causing version control issues.

In summary, while business plan templates can be a useful starting point, it’s essential to be aware of their limitations, especially when your business has specific requirements that may not be accommodated by a generic template.

Restrictions Business Plan Template

A business plan template is a pre-written document that provides a structure and outline for writing a business plan. It can help businesses of all sizes save time and effort, ensure completeness, improve consistency, and make a better impression on potential investors and lenders.

To write a business plan using a template, simply follow the structure and outline provided. Fill in the blanks with information about your company, its products or services, its target market, its financial projections, and its marketing and sales strategies. Be sure to customize the template to fit the specific needs of your business.

The best business plan templates for small businesses are those that are tailored to the specific needs of small businesses. Some popular options include:

  • Lean Startup Canvas
  • Business Model Canvas
  • One-Page Business Plan
  • SBA Business Plan Template
  • SCORE Business Plan Template

To customize a business plan template, simply add or remove sections as needed to fit the specific needs of your business. You can also change the wording and formatting of the template to match your company’s brand voice.

Here are a few tips for writing a successful business plan using a template:

  • Be honest and realistic in your projections.
  • Be clear and concise in your writing.
  • Be specific about your goals and objectives.
  • Tailor your plan to your target audience.
  • Proofread your plan carefully before submitting it to potential investors or lenders.

Here are a few examples of good business plans written using templates:

  • Tesla Business Plan
  • Airbnb Business Plan
  • Warby Parker Business Plan
  • Glossier Business Plan
  • Spotify Business Plan

Download Pack of 3 Business Plan Templates

One Page Business Plan + Lean Business Plan + Simple Business Plan Template

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Legal Templates

Home Business Business Plan

Business Plan Templates

Use our template to make an investment-worthy business plan.

business plan template

Updated December 8, 2023 Written by Sara Hostelley | Reviewed by Brooke Davis

A business plan is a document outlining a company’s operations, strategies, goals, and objectives. It’s crucial to guide you through each stage of starting and growing your business.

Templates (8)

What is a business plan, why is a business plan essential, components of a business plan, how to write a business plan, business plan sample.

Below, you can find free business plan templates for specific business types. You can also find more in-depth information on writing a plan for your business, whether it’s a food truck, restaurant, real estate business, or another entity:

business plan screenshot

Create a detailed plan that lays out the details of how your business will achieve it's objectives.

Traditional Business Plan

One-Page Business Plan Template

Create a simplified version of a traditional business plan.

One-Page Business Plan

Non-profit business plan screenshot

Create a Non-Profit Business Plan and learn how to write one.

Daycare business plan screenshot

Create a Daycare Business Plan and learn how to write one.

Restaurant business plan screenshot

Create a Restaurant Business Plan and learn how to write one.

Real estate business plan screenshot

Create a Real Estate Business Plan and learn how to write one.

Real Estate

Food truck business plan screenshot

Create a Food Truck Business Plan and learn how to write one.

A business plan is a document detailing how a business, whether it’s a new or existing company, will achieve its goals and objectives. It guides you through every step of starting and running a company.

A business plan can be the foundation of your business, serving as a written roadmap that covers all aspects of how to structure, run, and grow your business. You can also refer back to it as your business progresses to track its growth and success.

In addition to being a helpful document internally, a business plan is also vital for a company to communicate its success to external parties that may influence its future success.

Consider some of the main reasons why large and small business owners alike use business plans:

1. Use As a Roadmap

A business plan sets specific, measurable, and time-bound goals. Having these goals helps you track progress, evaluate performance, and adjust as necessary.

By laying out goals, you have a clear and attainable plan of action with the ability to see and monitor your progress.

2. Plan Strategies For Potential Challenges

A business plan can help you think objectively about your business’s key elements and inform your decision-making as you move forward.

A detailed plan can provide a semblance of control over a potentially cumbersome process. Formulating a plan can improve your ability to make choices and decisions for yourself and the business. This approach is much better than suddenly making a critical decision without time to evaluate or haphazardly letting others decide for you.

3. Get Funding or Bring on New Business Partners

An accurate business plan is essential whether or not you need to secure a business loan. Investors and lenders often require a business plan before they commit capital. A solid plan demonstrates your commitment, viability, and potential return on investment.

Create a business plan that grabs the attention of potential investors and provides them with enough structure and confidence that they will move forward and grant funding and support to your business.

You can use your business plan to highlight how the proposed business will be successful and profitable.

4. Discover Any Weaknesses

A business plan includes a strengths, weaknesses, opportunities, and threats (SWOT) analysis that helps identify potential risks and challenges. It is essential to allocate resources and demonstrate monthly profit or loss. By recognizing these elements early, you can develop strategies to mitigate or address them.

5. Analyze the Market and Competition

Market research within the plan helps you better understand your target audience, competition, and industry trends. This knowledge is crucial for making informed business decisions.

By learning about your competition, you can help make your goods or services stand out and help validate your business idea.

You should update a business plan as you go, altering your goals as necessary and being mindful of any changes of direction in your business.

A typical business plan includes the following sections:

  • Executive Summary
  • Management Team
  • Products and Services
  • Customers and Marketing
  • SWOT Analysis

Our business plan template includes all of the above, so you won’t have to worry about missing out on essential sections.

Step 1 – Create an Executive Summary

An executive summary is the first section of a traditional business plan, serving as the first impression of your business. Please give a brief overview of your company, including its mission, key goals, and a snapshot of your financial projections.

You can skip this step if you’re writing a lean business plan for a startup. Instead, replace it with a few sentences outlining the problem your startup aims to solve and the solution you will provide.

Executive Summary Example:

Market research indicates there are a growing number of dog owners in Tallahassee who want to train their animals. Consumer surveys indicate that most consumers don’t have the time or resources to train their animals themselves.

Consumers have also expressed a desire for combined dog walking and training services to help discipline their animals.

Pawsitive Strides Canine Coaching & Walks provides a convenient service for customers with furry friends and disposable incomes.

Tips for Writing an Executive Summary

  • Define a problem in your market and state how your business will solve it.
  • Limit your executive summary to one page.
  • Use a tone appropriate for your audience.

Step 2 – Describe Your Company’s Team

A professional business plan will include a statement about your company’s team and management.

Describe your startup’s legal structure. After that, you can insert a chart to show the hierarchical structure of your company. Show and name your C-suite executives, management team, and key employees. Include short biographies and links to their resumes and LinkedIn profiles to give the reader a complete picture of your staff’s qualifications.

If you have a smaller staff, you can highlight the founder and CEO and your staff members who perform the services or create your business’s products.

Example for Company’s Team Statement:

Jamie Clayton, Founder and CEO

  • Board-certified veterinarian.

Pawsitive Strides Canine Coaching & Walks’s dog walkers and trainers

  • 14 full-time staff members.
  • 26 part-time staff members.
  • All staff members have the Certified Professional Dog Trainer-Knowledge and Skills Assessed (CPDT-KSA) credential from the Certification Council for Professional Dog Trainers.

Tips for Writing about Your Company Management and Team

  • Include any roles you’d like to hire to grow your company, if applicable.
  • Highlight expertise and awards one to show your staff’s capabilities.

Step 3 – Summarize Market Analysis and Potential

Your business plan must also thoroughly analyze your target market and customer base. The goal here is to show that you understand your market and target audience and that there is a viable market for your business.

Market Analysis Example:

Pawsitive Strides Canine Coaching & Walks’s ideal customer is a dog owner between the ages of 25 and 65 with a high disposable income. They’re ideally a working professional or have recently retired from the workplace. They love their dog (or dogs) and want them to be well-behaved and have an outlet for all their energy.

Market research shows that Pawsitive Strides Canine Coaching & Walks has ample opportunities in the Tallahassee area:

  • The total revenue for dog walking services in the U.S. increased from $900 million in 2019 to $1.1 billion in 2023.
  • Dog ownership has increased by 20% over the last five years.
  • Online search volume for “dog walkers in Tallahassee” is up by 10% since last year.
  • 19% of Tallahassee’s residents have a household income of $125,000 or more (compared to the average of 5% across the U.S.).

Tips for Writing a Market Analysis

  • Use reliable sources for acquiring data.
  • Conduct consumer surveys to hear from people in your target area.
  • Focus on the demand in your area and the growth potential.
  • Include revenue and expense projections based on market data.

Step 4 – Describe Your Product or Service

Describe the products and services you offer. Pinpoint the value they provide to current and future customers and share your plans for research and development.

The main goal of this section is to convince the reader and yourself that your business is viable and that you have enough resources, time, and energy to achieve your goals.

Product Description Example:

Pawsitive Strides Canine Coaching & Walks isn’t an ordinary dog walking service. When a customer signs up for our monthly subscription plan, we have one of our certified dog walkers go to their house 12 times a month on a schedule that works for them.

Our dog walker takes their dog on a 30-minute walk and corrects their behavior. Their dog learns how to walk on a leash calmly and be around cars and people. Not only does the dog get some exercise and fresh air, but they also learn discipline, meaning the customer doesn’t have to worry about training their dog in this sense.

Tips for Writing a Product/Service Description

  • Highlight cross-sell and upsell opportunities, if applicable.
  • Emphasize what distinguishes you from other companies providing similar services/products.
  • Include details for updating your offerings in the future.

Step 5 – Plan Your Marketing Strategy

Discuss the brand vision you want to cultivate, the metrics you’ll track, and the channels you’ll use to reach your target audience. Outlining how you plan to collect and retain customers will help you experience growth in the long term.

Marketing Strategy Example:

Pawsitive Strides Canine Coaching & Walks will focus on social media and direct mail marketing as its two main forms of advertising. We’ll track customer referrals to determine how many current customers are satisfied with our services.

On our social media platforms, including Instagram and Facebook, we’ll track our audience growth rate, bounce rate, and click-through rate.

Tips for Writing a Marketing Strategy

  • Add the budget/resources you have, if applicable.
  • Create strategies for marketing to different segments within your main target audience.

Step 6 – Conduct SWOT Analysis

Organizations use SWOT analyses to determine how closely a business will adhere to its growth trajectories. This analysis involves looking at a company’s SWOTs, which are:

  • Strengths: Strengths are things your company does well. Examples include having a unique selling proposition, standout brandings, or human resources, like your employees and C-class executives.
  • Weaknesses:  These barriers prevent your project or company from reaching certain milestones. Examples include financial limitations, a shortage of skilled professionals, and unclear selling propositions.
  • Opportunities:  These positive external factors could give you a competitive edge. For instance, if you’re a manufacturer and the federal government cuts tariffs, you can export your products into a new market to boost market share and sales.
  • Threats:  These are events, competitors, and situations that pose a risk to your company and the goals you’ve set for it. Typical threats include negative media coverage, changing customer demands, emerging competitors, and new rules and regulations.

SWOT Analysis Example:

  • Appeals to people who don’t have the time or resources to train their pets.
  • Low startup costs.
  • Finding enough certified employees to meet the anticipated demand.
  • Dealing with aggressive animals may be challenging for newer employees.

Opportunities

  • Offering multiple subscription packages for customers who want more frequent training sessions for their pets.
  • BehaviorBuddies is a dog walking service in Bradfordville that may take away customers.

Tips for Writing a SWOT Analysis

  • Be honest with your business’s weaknesses and threats.
  • Capitalize on opportunities you find through market analysis.

Step 7 – Develop a Strategy for Operations

Your business plan needs to include a thorough operations plan. This section reveals your manufacturing, fulfillment, managing, staffing, hiring strategies, and all the other processes you go through when running your business daily.

Operations Strategy Example:

Jamie Clayton will oversee the hiring of all employees, and the team lead will train all employees for at least one month to ensure they have the knowledge necessary to deal with animals of all temperaments.

The team lead will also organize the dog walking schedule to ensure all team members have enough time to arrive at customers’ houses and complete the dog walking/training sessions thoroughly.

Tips for Writing a Business Strategy

  • Consider what your business needs to thrive on a daily basis.
  • Account for inventory and supplies, even if your business is service-based.

Step 8 – Compile Your Business Financials

Create financial projections, including income statements, balance sheets, and cash flow statements for the first few years of operation. If you need funding, specify the amount and how you plan to use it.

Financial Statement Example:

Income Statement for the Year Ended December 31, 2023

  • Revenue: $150,000
  • Cost of Goods Sold: $30,000
  • Gross Profit: $120,000
  • Operating Expenses: $80,000
  • Net Operating Income: $40,000
  • Other Income/Expenses: -$2,000
  • Net Income: $38,000

Tips for Writing a Financial Section

  • Double-check the accuracy of financial information.
  • Demonstrate how the proposed funding aligns with your company’s goals.
  • Forecast future financial performance.

Step 9 – Explain Your Funding Request

If you’re seeking funding or investment for your business, explain the amount you need and how you intend to use it. Be transparent about the terms you’re offering to investors or lenders.

Funding Request Example:

Pawsitive Strides Canine Coaching & Walks has already hired a team to serve our existing customers. Once we scale to $500,000 in annual revenue over the next two years and at a 10% profit margin, our primary ongoing annual expenses (not including taxes) will total $350,000.

While already profitable, we are requesting $200,000 in the form of a business loan to buy two additional company vehicles. These vehicles will improve our employees’ ability to get to customers’ homes, and the remaining money will go toward maintaining current company vehicles.

Tips for Writing a Funding Request

  • Add a timeline so investors know your goals and how you plan to use the money.
  • If you seek funding in the form of an exchange for equity, an investor may expect to gain decision-making powers in your company. Plan for this situation accordingly.

Step 10 – Compile an Appendix for Official Documents

Include relevant documents, such as resumes of key team members, legal agreements, market research data, product design mock-ups, and your business’s legal structure documents.

Remember that each business plan is unique, so tailor your content to your venture and audience. Your business plan should effectively communicate your vision, strategy, and financial viability to potential investors, partners, and stakeholders.

Combine the appendix with a table of contents and footnotes section so you can reference it throughout your document.

You can download a free business plan template below in PDF or Word format:

business plan template

Related Documents

  • Business Continuity Plan : Outline how your business will run in the event of a range of disaster scenarios with a business continuity plan.
  • One-Page Business Plan : A simplified version of a traditional business plan that outlines the basics of your business.
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Examples

Business Plan

Business Plan

Where do you see yourself ten or five years from now? This question perhaps is inherently frequently asked during job interviews. Why do you ask? This is a test to evaluate your forecasting and planning ability, as is why a  home business plan  is made. It does not matter whether it is a home business plan or whatsoever, but the idea is in gauging a person who has a vision and plans to accompany that vision. Starting a small business can be daunting. But it eases the process as soon as you established a business  plan . Now, take your time to look at the following business plan examples and determine how you can start.

What is a Business Plan? A business plan is a document that thoroughly outlines the nature of your business, the direction or  smart goal to which it is leading, and the how’s of getting to that goal. Further, it contains an  evaluation plan  on the page show how any evaluation is made or conducted.

Business Plan Format

Executive summary.

Business Concept: Briefly describe the essence of your business, including the product or service you offer. Business Objectives: Outline your short-term and long-term goals. The Market: Summarize your target market and how you plan to reach it. Financial Features: Highlight key financial elements such as revenue projections, profitability, and cash flow estimates. Financial Requirements: State the amount of financing you are seeking and its purpose.

Company Description

Business Information: Provide detailed information about your business, including legal structure, history, and the current situation. Mission Statement: Define your business’s mission and the values that guide it. Products/Services: Detail the products or services you offer, emphasizing their benefits to customers.

Market Analysis

Industry Analysis: Discuss the industry within which you operate, including trends, size, and growth prospects. Market Segmentation: Identify and describe your target market segments. Competitive Analysis: Analyze your competition, their strengths and weaknesses, and your competitive advantage.

Organization and Management

Organizational Structure: Outline your company’s structure, detailing the roles and responsibilities of each department and key employee. Management Team: Introduce your management team, including backgrounds that demonstrate their role in contributing to success. Ownership Structure: Describe the ownership structure of your company, including major shareholders.

Marketing and Sales Strategy

Marketing Strategy: Detail how you plan to attract and retain customers, including pricing, promotion, and distribution strategies. Sales Strategy: Describe your sales approach, sales activities, and how you’ll measure success. Customer Service: Outline your customer service strategy to ensure customer satisfaction and retention.

Product or Service Line

Product/Service Details: Provide comprehensive details about your products or services, including development status, production process, and lifecycle. Unique Selling Proposition (USP): Highlight what makes your product/service unique and how it meets customer needs better than competitors. Future Products/Services: Discuss any future products or services you plan to introduce.

Financial Plan

Revenue Model: Explain how your business will make money, detailing pricing strategies, revenue streams, and gross margin targets. Financial Projections: Include detailed financial projections—profit and loss, cash flow, and balance sheet—for the next 3-5 years. Funding Requirements: Specify the amount of funding needed over the next few years and how it will be used.
Supporting Documents: Attach any additional documents that support your business plan, such as resumes of key personnel, market research data, technical specifications, and letters of support from potential partners.

Example of Business Plan

Executive Summary Business Concept: Green Innovations Ltd. is dedicated to developing eco-friendly technologies that reduce environmental impact. Our flagship product is a biodegradable packaging solution designed for the food and beverage industry.   Financial Features: Projected Sales: $2 million in Year 1, growing to $5 million by Year 3. Profitability: Expected to reach profitability by Q4 of Year 1. Cash Flow: Positive cash flow anticipated by the end of Year 1.   Financial Requirements: Seeking an initial investment of $1 million for product development, market entry, and operational expenses.   Current Business Position: In the final stages of product development, with a strong management team and strategic industry partnerships.   Major Achievements: Secured provisional patents for our biodegradable material technology and established pilot programs with three regional food distributors. Company Description Business Overview: Green Innovations Ltd. aims to lead in sustainable business practices by offering innovative products that serve both the planet and profits. Our biodegradable packaging solutions represent a step change in how businesses approach environmental responsibility.   Mission Statement: To innovate and deliver sustainable solutions that protect the environment and support our customers’ green initiatives.   Company History: Founded in 2023 by environmental engineers Jane Doe and John Smith, Green Innovations Ltd. was born from a shared vision to combat plastic pollution.   Legal Structure: Incorporated as a Limited Liability Company (LLC) in Anytown, Anystate, USA. Products or Services Description: Our biodegradable packaging decomposes within 90 days after use, offering a sustainable alternative to traditional plastic packaging. It is made from renewable resources, such as cornstarch and bamboo.   Development Status: Finalizing R&D and moving towards mass production.   Differentiation: Unlike other biodegradable options, our product maintains the durability and versatility of traditional plastics without harmful environmental effects.   Production Process: Manufactured using a proprietary process that ensures high quality and minimal waste.   Future Products/Services: Plans to expand our product line to include reusable and compostable containers and utensils. Market Analysis Industry Analysis: The global eco-friendly packaging market is expected to reach $250 billion by 2025, driven by consumer demand for sustainable products and regulatory pressures.   Target Market: Our initial focus is on the food and beverage industry, specifically companies seeking sustainable packaging options. This includes restaurants, cafes, grocery stores, and food manufacturers.   Market Needs: As environmental regulations tighten and consumer preferences shift towards sustainability, the demand for eco-friendly packaging solutions is growing rapidly.   Competition Analysis: While there are other biodegradable packaging options, our product’s unique composition and performance give us a competitive edge.   Market Trends: Increasing awareness of plastic pollution and a shift towards green consumerism are major trends influencing market growth. Strategy and Implementation Marketing Strategy: We will target businesses through direct sales, trade shows, and online marketing, emphasizing the cost savings and environmental benefits of switching to biodegradable packaging.   Sales Strategy: Our sales approach includes free samples, pilot programs, and volume discounts to encourage adoption.   Location and Facilities: Headquartered in Anytown, Anystate, with a manufacturing facility capable of supporting large-scale production.   Technology: Leveraging advanced biopolymer technology to create our biodegradable material.   Operations Plan: Our operations are designed for scalability and efficiency, with a focus on quality control and sustainable practices. Organization and Management Team Organizational Structure: Led by co-founders Jane Doe (CEO) and John Smith (CTO), supported by a team of experts in R&D, sales, and operations.   Management Team: Our leadership brings together expertise in engineering, environmental science, and business development.   Roles and Responsibilities: Detailed roles include product development (CTO), marketing and sales (CMO), operations (COO), and financial management (CFO). Financial Plan Revenue/Sales Forecast: Detailed projections anticipate steady sales growth, with major revenue spikes following distribution agreements.   Expense Budget: Initial expenses include R&D, production setup, and marketing campaigns.   Cash Flow Forecast: Careful financial management will ensure positive cash flow, with reinvestment in product development and market expansion.   Profit and Loss Statement: Projected to achieve profitability by the end of Year 1, with significant profit growth in subsequent years.   Break-even Analysis: Expected to break even within the first 18 months of operation.

Business Plan Samples to Edit & Download

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Business Plan Examples & Templates

1. business plan example.

Business Plan Template

2. Sample Business Plan

Sample Business Plan Template

3. Sample Business Plan Outline

Sample Business Plan Outline Template

More often than not, business plan mistakes are made simply for the reason of lack of foresight and discussion. Business plan examples are found in the page to help you in your next strategic plan, marketing plan , and even your personal plan .

4. Sample Business Plan Template

Sample Business Plan

5. Immigration Business Plan

Immigration Business Plan Template

6. Business Plan Guidelines Template

Business Plan Guidelines

7. Joint Venture Business Plan

Joint Venture Business Plan Template

8. Kayak Business Plan

Kayak Business Plan Template

9. Sample Insurance Agency Business Plan

Sample Insurance Agency Business Plan

10. Nonprofit Business Plan Template

Nonprofit Business Plan Template

11. Trucking Business Plan Template

Trucking Business Plan Template

12. Business Plan Table of Contents Template

Business Plan Table of Contents Template

13. Startup Business Plan Template

Startup Business Plan Template

14. Rental Property Business Plan Template

Rental Property Business Plan Template

15. Construction Business Plan Template

Construction Business Plan Template

16. Sample Construction Business Plan Template

Sample Construction Business Plan Template

17. Restaurant Business Plan Template

Restaurant Business Plan Template

18. Freight Trucking Business Plan Template

Freight Trucking Business Plan Template

19. Mortgage Broker Business Plan Template

Mortgage Broker Business Plan Template

20. Simple Business Plan Template

Simple Business Plan Template

21. Boutique Business Plan Template

Boutique Business Plan Template

22. Staffing Agency Business Plan Template

Staffing Agency Business Plan Template

23. Business Plan Proposal Template

Business Plan Proposal Template

24. Spa Business Plan Template

Spa Business Plan Template

25. Business Plan Template

Business Plan Template

26. Easy to Print Business Plan Template

Easy to Print Business Plan Template

27. Simple Business Plan Outline Template

Simple Business Plan Outline Template

28. Plan for Startup Business

Plan for Startup Business

tbi.nitc.ac.in

29. Event Business Plan Example

Event Business Example1

eventscotland.org

30. Mini Business Plan

Mini Business Plan

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31. Strategic Business Sample Plan

Strategic Business Sample

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32. Family Business Plan

Family Business Plan

goodstuffinternational.com

33. Business Plan Outline

Business Plan Outline

34. Restaurant Business Plan Example

Restaurant Business Example

35. Bakery Business Plan

Bakery Business Plan

orphenagetest.files.wordpress.com

36. Product Business Sample Plan

Product Business Sample

pmtraining.com.tw

37. Insurance Agency Business Plan

Insurance Agency Business

38. Business Investment Plan

Business Investment Plan

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39. Business Continuity Plan

Business Continuity Plan

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40. Web Design Business Example

WebDesign Business Example

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41. Business Planning Template

Simple Business Plan

42. Company Business Plan

Company Business Plan

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43. Internet Cafe Business Plan Example

Internet Cafe Business Example

44. Business Plan Checklist

Business Plan Checklist

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45. Farm Business Plan

Farm Business Plan

46. Housing Business Plan Example

Housing Business Example

47. Free Business Plan

12

rbcroyalbank.com

48. Social Enterprise Business Plan

Social Enterprise Business

library.uniteddiversity.coop

49. One Page Business Plan

One Page Business Plan1

retailassociation.org

Key Components of a Business Plan

While there may be more  components for a business plan , based on the article published by Growbusiness.org, the following are the key components that each business plan absolutely must have:

1. Executive Summary

The executive summary is among the most important or the heart of a business plan or any  financial plan . The summary includes the founders, principal employees, or the management team and the skills they will bring to the business.

2. Competitor Analysis

This part of the plan showcases other businesses directly in the competition of the business proposed. The business plan includes action plans in which to take for the business to be better in comparison to the said competitors and other  strategic plans  to advance the business further than them.

Types of Business Plan

Business plans come in various formats, each tailored to meet specific needs, objectives, and audiences. Understanding the different types of business plans can help you select the most appropriate one for your situation. Here are the main types:

1. Startup Business Plan

Ideal for new businesses, this comprehensive plan outlines everything from business objectives and market analysis to financial projections and marketing strategies. It’s used to attract investors, secure loans, and serve as a roadmap for business operations.

2. Internal Business Plan

Focused on a specific aspect of a business, such as a new product or market expansion, without the need for background information on the company. It’s used for internal planning and strategy, often to evaluate a particular project or direction.

3. Strategic Business Plan

This plan outlines the company’s strategy, mission, vision, and objectives, along with key metrics for success. It includes detailed action plans for achieving goals and is used to guide the overall direction of the business.

4. Feasibility Business Plan

Before a full-scale business plan is developed, a feasibility plan can help assess whether an idea is viable. It focuses on who will buy the product or service, how big the market is, and the potential for profit.

5. Growth or Expansion Business Plan

Designed for established businesses looking to expand, this plan focuses on growth opportunities, such as entering new markets or launching new products. It’s used to secure investment or loans for expansion projects.

6. Operations Business Plan

Details the logistics, technology, and processes that a business will use to operate efficiently. It’s often more technical and is used to manage the day-to-day operations of the business.

7. Financial Business Plan

Centers on the financial aspects of the business, including detailed financial projections, funding requirements, and strategies for achieving financial goals. It’s crucial for securing funding and managing finances effectively.

8. Lean Startup Plan

A modern approach to business planning, this format focuses on summarizing the key elements of a business on a single page. It’s quick to create and easy to adjust, making it suitable for startups and businesses looking to pivot quickly.

9. Social Enterprise Business Plan

For organizations that aim to address social issues, this plan details the mission, social impact strategies, and financial models that balance profit with social goals. It’s used to attract funding and partnerships that align with the social mission.

10. One-Page Business Plan

Condenses the essential elements of the business into a single page, highlighting the business idea, target market, unique selling proposition, and key objectives. It’s useful for quickly communicating a business idea or for small businesses not requiring extensive planning.

How To Make a Business Plan

Writing a business plan for a startup may not easy. Perhaps, you need to think of a strategy and financial stability at the same time. But,  small business  plans should not be so complicated. Sure, it will be a smooth process when you follow the steps below. 

1. Do Your Research

It’s alright to be ambitious. But it is only acceptable once you establish a strong foundation. To start with, make sure to create a strong plan. Here, you will test your decision making—secure thorough research. Whether you are opening a coffee shop, bakery, or a restaurant, you need to perform a  SWOT analysis  and  market analysis . Prioritize these two, or if one else fails, the other follows. 

2. Have a Long-term Goal

Don’t settle on your plans. Instead, get motivated by plotting your goals. Draft your  list . Then, decide whether one of each item is a priority or not. Then, determine if one is attainable, measurable, and cost-effective. This helps you decide whether or not that particular goal is worth your time. 

3. Enumerate Your Actions

Once you have established your goal, jump right away with the  action plan . In this section, you will outline the process and steps that will help you achieve your goals. Remember, it is time-bounded, so make sure that the tasks listed are attainable with a certain time frame. 

4. Decide on a Budget

Of course, do not forget the budget . Budgeting can be tough. But it is substantial in making a business plan because it decided whether you can consider something or not. With that, you can insert an estimate that will enable you to understand your economy. 

5. Test and Adjust It 

For the last part, you need to test the plan. But it doesn’t need to take you a month or year before you can use it for actual business. You can record and keep a  progress report . Each day, look at the organization’s growth. 

What are the primary purposes of a business plan?

A business plan has plenty of purposes. Among are the mapping growth and business focus.

How do you define a good business plan?

A good business plan is defined as informative in all aspects, including finance and marketing. It should be attainable in helping business success.

What are the two main reasons why business plans don’t work?

There are various reasons to take note of. But the most common include the lack of planning and poor leadership.

Truly, starting a business can be daunting. But it wouldn’t be as such as long as you begin with thorough planning. But when can you start? Since we provided the list of steps above, now is the right time to prepare a document you can keep. Plan now, and later on, you will reach success and continuous growth.

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Crypto Business Plan

Executive summary image

Got an amazing idea to establish your own crypto business? Great call!

Well, it can be an exciting venture with big earning potential. But before you dive into the crypto world, you’ll need a well-thought-out business plan to guide your way.

I understand—writing a business plan can be a bit overwhelming and a daunting task, especially when you’re new to this game. But trust me, it’s worth keeping one for your cryptocurrency business.

Need a hand with your plan? Not to worry!

Explore this crypto business plan template that guides you through the process of crafting a business plan, including why it works best for your crypto startup.

Why do you need a cryptocurrency business plan?

A cryptocurrency business plan isn’t just a professional document—it’s your roadmap to success. If you’re looking to break into the crypto space, a business plan is a must-have tool. Here’s why:

Gives you clear direction

Writing a business plan instills you to organize your business ideas on paper and outline your business goals.

It also lets you clearly define your specific goals, offerings, target audience, potential customers, marketing efforts, and financial projections. It serves as your guide to stay focused when there are a million other things to do.

Attracts investors and builds trust

Many investors are still cautious about jumping into the crypto businesses, especially when they’ve been burned before.

However, a solid crypto business plan in your hands shows potential investors that you’ve done thorough research and built a clear financial plan to earn profits. This is very important if you’re looking to raise funds.

Helps navigate crypto regulations

Well, the crypto industry is known for its complex regulatory environment. But a cryptocurrency business plan allows you to outline how you’ll comply with laws and regulations.

Whether it’s getting specific licenses or addressing anti-money laundering (AML) & KYC (know your customer) requirements.

Prepares you for challenges

If you’ve been in crypto for a while, you will know the market can swing wildly—One day, Bitcoin is up, and the next, it’s taking a nosedive!

At that time, having a crypto business plan enables you to think about those market dips and spikes, giving you strategies for managing these fluctuations. So, it prepares you for good times and tough times as well.

Now, without further ado; let’s proceed to the sections of the crypto business plan.

How to write a crypto business plan?

Writing a crypto business plan involves several actionable steps and key elements to encapsulate your business idea, goals, and strategies. Here’s a step-by-step guide to help you draft a successful crypto business plan:

1. Executive summary

An executive summary is the first section that anyone reads. So, think of it like your sales pitch, providing a quick, high-level overview of the complete crypto business plan.

If your executive summary is interesting, it helps you capture readers’ or potential investors’ attention and convince them to learn more about your crypto business. That’s why keep it clear and concise yet informative—outline what your crypto business is all about.

To plan this section, consider including:

  • Crypto business name and concept
  • The problem you’re solving
  • Your target market
  • Sales and marketing strategies
  • Key success factors
  • Financial goals and projections
  • Funding needs

Though it’s an introductory part, writing your plan summary would be more convenient at the end once the entire doc is ready. Why? Because it lets you summarize all the essential points more effectively.

2. Business overview

Now, it’s time to go into more detail as the business overview section is a detailed description of your crypto business.

It sheds light on the foundational facts of your crypto business, starting from its legal structure and location to future goals and growth strategies that potential investors need to understand.

Also, give a clear explanation of your crypto business idea. Whether it’s an exchange, a wallet service, a Decentralized Finance (DeFi) platform, or a blockchain consulting firm.

After that, tell your background story, why you started this company, and what makes it special. Plus, mention the problem you aim to solve in the crypto market.

Lastly, don’t forget to emphasize your vision and mission statement to let you showcase how your business stands out in the crowded marketplace. For example:

Vision statement

“To make digital finance easy, secure, and accessible for everyone, no matter where they are in the world. We see a future where crypto and blockchain tech are as common as sending a text, giving people more control over their money and opportunities.”

Mission statement

“We’re building a simple, secure crypto platform with all the tools people need to buy, trade, and grow their assets. Our goal is to create a space where users can manage their crypto confidently, supported by strong security and transparency. We’re committed to pushing blockchain’s limits while always keeping our community at the heart of everything we do.”

3. Market analysis

Conduct a thorough market analysis to build a strong foundation for your cryptocurrency business.

It will help you get valuable insights into the external crypto industry, along with the specific market niche, target audience, market trends, and primary competitors.

While drafting this section, answer the following kind of questions:

  • What’s currently happening in the crypto world?
  • How big is the size of the crypto market (in dollars)? Is it growing or declining?
  • What are the emerging market trends (like the rise of DeFi, or NFTs)?
  • Who’s your target market? Who’s your ideal customer? Beginners, tech-savvy traders, businesses looking for blockchain solutions?
  • Who else is doing a similar type of crypto business? What they’re good at, and where they’re missing the mark?

For example, if you’re starting a new exchange, explore platforms like Coinbase, Binance, or Kraken. What do they do well, and where can you do better?

Ensure you identify the market gaps and devise strategies to fill those gaps, allowing you to get a competitive advantage in the market.

4. Product and service offerings

In this section, describe the main products or services your crypto business is going to offer.

Also, explain how it solves a problem and benefits your customers, like making crypto more accessible or giving top-notch security.

Will you provide a crypto trading platform, a secure digital wallet, a DeFi app, or perhaps blockchain consulting services? 

Highlight the unique features of your business offerings and specify what makes them different. Maybe you’ve got a user-friendly interface, lower fees, or educational resources for beginners.

If you plan to offer any additional services —premium user support, educational webinars, or custom consulting packages, mention them as well. (Think about how you can diversify your income streams.)

5. Marketing strategy

Well, the crypto industry is highly competitive. So, you’ll require a solid marketing plan to reach your target audience and bring in new users. Here’s what to include in your marketing strategy for crypto businesses:

Promotion channels

Where will you promote or market your services? Social media platforms like Twitter and Reddit are great for reaching crypto influencers, while YouTube can help you share educational content.

Community building

Crypto is all about community. Engage with users on Discord, Telegram, or even host AMAs (Ask Me Anything) sessions to build trust and transparency.

Sales funnel

How will you convert a curious visitor into a paying user? Map out your user journey, from discovering your brand to signing up and making their first trade.

Pricing strategy

Explain how you’ll price your services—like transaction fees, subscription tiers, or premium features. Make sure your pricing makes sense compared to competitors.

6. Management team

A strong team is essential for strategic planning and informed decision-making. So here, introduce your management team in this section.

First, share a bit about yourself (or other business owners, if any) and highlight why you’re passionate about crypto. If you have relevant industry experience, mention it too.

After that, include short resume-styled bios for the key team members, including their educational qualifications, expertise, work experience, and how they add value to your business.

Plus, illustrate the organizational chart that defines the hierarchical structure and explains how key roles are interconnected. Here’s an example:

organization chart crypto business plan

By clearly defining the authority, investors will get to know that you’ve got the right people to drive the company’s vision and manage your crypto business operations.

7. Operations plan

Next, provide a detailed overview of the day-to-day business activities and operations. Clarify how everything will run behind the scenes.

Try to cover all the following operational intricacies in your plan:

  • What technology will you use for your platform? Think blockchain protocols, security measures, and user interfaces.
  • How will you handle security, like encryption and multi-factor authentication, to protect users’ funds?
  • How will you stay compliant with local regulations, such as obtaining licenses or working with legal advisors to stay updated?
  • What will be your hiring plan, if your team is lacking? Need developers, customer support, or a security expert?

By detailing all these operational aspects, you show financial packers that your crypto business runs smoothly and is managed effectively. So keep this section more practical.

8. Financial plan

Crypto businesses might be digital, but the bills are real! And the financial plan is all about how your business will generate revenue and manage costs.

Typically, the startup financial plan involves the comprehensive analysis of your financial projections for the next few (5-7) years.

Here’s a list of the critical financial statements and reports that you must include in your crypto financial plan:

  • Profit and loss statement

Cash flow statement

Balance sheet.

  • Break-even analysis
  • Funding needs (if applicable)

Besides that, outline your expected startup costs, including tech development, marketing, and legal fees. Then, estimate your revenue projections, like how much you expect to make from transaction fees or premium services.

While presenting your financial data, try to develop tables, graphs, and charts that are clear and easy to read. This will help potential investors or lenders make informed decisions wisely.

For example, you may consider formulating the financial forecasts as shown below:

Profit and loss statement (income statement)

Moreover, be sure to account for potential risks or market volatility and how it might impact your income. This will let you plan for those ups and downs, showing you’re well-prepared for emergencies.

Download our free crypto business plan template

Ready to kickstart your crypto business plan writing from scratch? But need more assistance? No worries; we’ve got you covered. Download our free crypto business plan template to get started.

This sample plan covers a real-world example of what a polished business plan looks like. You can use it as a reference while writing your own plan. Just remember to modify it to fit your unique business idea and needs!

The Quickest Way to turn a Business Idea into a Business Plan

Fill-in-the-blanks and automatic financials make it easy.

crossline

Now, that’s a wrap! We’ve discussed all the key sections of a crypto business plan and how to draft each of them. So, it’s much easier for you to draft a professional-looking business plan for your crypto venture.

But if you need extra help or are seeking an easy way to develop your plan, try using Upmetrics . It’s an AI-powered business plan software that will simplify the entire planning process for you and generate an actionable plan quickly and efficiently.

So, wait no longer; start preparing your plan with us!

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Frequently Asked Questions

What should be included in a crypto business plan.

You should consider including the following key components in a crypto business plan:

  • Engaging executive summary
  • Detailed company overview
  • Thorough market research
  • Data-driven competitor analysis
  • Unique products or service offerings
  • Well-structured operations plan
  • Effective sales & marketing strategies
  • Strong management team
  • Realistic financial plan
  • Strategic risk analysis

How much does it cost to write a cryptocurrency business plan?

The cost of writing a cryptocurrency business plan can vary greatly anywhere from $7 to $20,000 or even more based on the business plan creation method, the level of detail, and the type of business plan you want to create.

How can I make my crypto business plan stand out to investors?

To make your crypto business plan stand out to investors, follow these steps:

  • Focus on what makes your crypto business unique
  • Provide strong market research
  • Outline a clear plan for growth and success in the competitive market
  • Include realistic financial projections and risk mitigation strategies
  • Showcase your team’s expertise and how it adds value to your business

How long does it take to write a cryptocurrency business plan?

Writing a cryptocurrency business plan might be as quick as a few minutes or take several weeks—it really depends on the mode of your business plan approach. If you’re starting from scratch, it might take several weeks or even a few months to write a detailed plan.

However, with the help of an AI business plan generator , you can create a comprehensive yet professional business plan for your cryptocurrency in just a few minutes. It also handles market analysis and financial planning for you.

About the Author

pdf example of business plan

Upmetrics Team

Upmetrics is the #1 business planning software that helps entrepreneurs and business owners create investment-ready business plans using AI. We regularly share business planning insights on our blog. Check out the Upmetrics blog for such interesting reads. Read more

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