Free Business Plan Worksheet
This Business Plan Worksheet will be helpful in setting up a business. This worksheet contains organizational information including the name of the business, its principal players, description of the business and its marketing strategy. This Business Plan Worksheet also contains information regarding operations, start-up costs and estimated monthly expenses.
Disclaimer:This was not drafted by an attorney & should not be used as a legal document.
Business Planning Worksheets
ORGANIZATIONAL INFORMATION
1. Name of Business:
2. Address:
3. Business Phone:
4. Principal owner/manager of the business:
5. Accountant Name and Address:
6. Attorney Name and Address:
7. Insurance Agent Name and Address:
8. Bank Name, Address and Name of contact officer:
BUSINESS DESCRIPTION
9. Your business idea:
10. Type of business:
MARKETING
11. Targeted market:
12. Customer benefits:
13. Benefits of product/service:
14. Potential competitors:
15. Territory:
16. Your marketing strategy:
17. Promotional strategy:
18. Pricing strategy:
19. Profit Margin:
20. Collection Strategy:
OPERATIONS
21. Production, Distribution and sales strategy:
22. Additional services:
23. Suppliers:
FINANCIALS
24. Estimated monthly expenses:
25. Inventory:
26. Start-up costs
27. Cash Flows:
28. Working capital and total funding:
29. Income:
The forms on this site are provided "As-Is." By using these forms you agree that you are using them at your own risk. Most of the free forms are not prepared by an attorney and may need substantial modification. Additional disclaimers can be found in our Terms of Use.