The financial statements template is a well-structured document that enables companies to clearly and professionally present and organize their financial information.
Consider it as a pre-designed format for preparing key financial statements like income statements, balance sheets, and cash flow statements that reflect your company's financial health.
Here’s a quick look at what you’ll find in the template:
Balance Sheet
Gives a clear picture of what your business owns (assets) and what it owes (liabilities and equity) at a specific point in time. This helps you understand your overall financial position.
Profit & Loss Statement (Income Statement)
Summarize your revenue, expenses, and net profit over a certain period. It shows whether your business is making money or losing it.
Cash Flow Statement
Tracks how cash moves in and out of your business. It helps you see if you have enough cash on hand to cover expenses and avoid shortages.
Follow these simple steps to complete and use this financial statements template effectively:
Whether you're organizing financial records, preparing for investors, or tracking your business’s financial health—our financial statements template will help you present clear, accurate, and professional reports with ease.
A cash flow statement template is a ready-made format that helps you list and organize all the cash coming in and going out of your business. It clearly shows how much money your business is making, spending, and keeping over a certain period.
This template is helpful for business owners, startups, and entrepreneurs who want to track their cash flow.
This are few important sections that our cash flow statement template includes:
Operating activities
Tracks cash from daily business operations like sales, supplier payments, wages, rent, and taxes.
Investing activities
Records money spent or received from buying or selling assets like equipment, property, or investments.
Financing activities
Shows cash flow from loans, investor funding, share issuance, debt repayments, and dividends.
Net cash flow
Calculates total cash inflow minus outflow to see if the business made or lost money.
Cash balance
Displays the starting and ending cash amounts to track financial health.
Follow these steps to use cash flow statement templates effectively:
By following these steps, businesses can better manage their cash, plan for expenses, and ensure long-term stability.
Understanding your cash flow is key to keeping your business financially stable. This cash flow statement template helps you track cash movements, plan for future expenses, and avoid unexpected shortfalls. Stay ahead with clear and accurate financial projections.
The product & service description workbook is a tool designed to help businesses create clear, concise, and compelling descriptions of their products or services.
Its purpose is to guide users in highlighting key features, benefits, and target audiences, ensuring that their offerings are effectively communicated to potential customers.
This product & service description workbook helps you define and refine what your business offers. Here’s what it includes:
Product or service overview
A clear description of what you sell and its purpose.
Key features & benefits
Highlights what makes your offering unique and how it helps customers.
Target market
Defines who your ideal customers are and their needs.
Pricing & revenue model
Outlines how you price your products/services and generate income.
Competitive advantage
Identifies what sets your product/service apart from competitors.
Delivery & fulfillment
Outlines how you produce, distribute, or deliver your offerings to customers.
Here’s a simple step-by-step guide to make the most of this workbook:
Whether you're defining your offerings for marketing, sales, or investor presentations—our product & service description workbook will help you clearly outline key details and communicate value effectively.
A one-page business plan template is a quick, well-structured document to highlight the most important aspect of your business—all on a single page.
Whether you’re just getting started or fine-tuning your strategy, this template helps you plan faster, stay organized, and focus on what actually matters without overcomplicating things.
This template covers all the essential elements that you’ll need to include in a complete one-page business plan.
And yes, our downloadable template ensures that you don’t miss or skip any critical information that professional investors or lenders need to know.
Here’s a quick breakdown of what you’ll find in this free template:
Presents key details about your business, including its name, concept, what it does, who it serves, and how it stands out in the market.
1. Business identity
A brief introduction to your business, its core offerings, value proposition, and what makes it unique.
2. The problem worth solving
Highlights the market gap or primary issue that your business addresses.
3. Solution provided
Describes how your products or services solve the problem (mentioned earlier) better than competitors.
4. Target market
Defines your ideal customers, including their demographics and buying behaviors.
5. Competition
Who are your direct & indirect competitors in the market? Identify and list them along with what differentiates (your competitive advantage) your offerings from theirs.
This section is about how you’ll attract customers and sell your product or service.
6. Marketing strategies
Outlines how you’ll promote your products or services and reach your target audience. This includes SEO, paid ads, social media, networking, etc.
7. Sales channels
The methods and platforms you’ll use to sell your products or services (online stores, physical locations, direct sales, or partnerships).
Defines your business milestones and shows how you’ll bring business ideas to life while assigning responsibilities and using resources.
8. Milestones
What are the next big steps for your business? Set your short-term and long-term goals to track your progress and business growth.
9. Team
Introduces the key people behind your business along with their specific roles and relevant experience. This helps show how they contribute to business success.
10. Partners and resources
Articulates any suppliers, tools, or partnerships that are important for smooth daily operations.
Explains how your business will make money, manage expenses, and secure funding.
11. Revenue streams
How your business will generate revenue? Through product sales, services, or subscriptions?
12. Expenses
Shows the anticipated costs to operate your business, such as rent, salaries, utilities, marketing, and supplies.
13. Funding required
Clarifies the amount of capital you’ll need to launch and grow your business as well as how these funds will be utilized.
SWOT analysis is a simple framework to assess both internal (strengths and weaknesses) as well as external (opportunities and threats) factors affecting your business. Here, SWOT stands for:
And that’s all—it takes to create a single-page business plan.
Here are quick, easy steps to use this template and create an effective plan all on just one page:
Whether you’re creating a single-page plan to validate your business idea, launch a startup, or grow an existing one, our one-page plan template will help you get started. Download now and start planning for your business.
A problem statement template is a structured document used to clearly outline a specific problem. It’s designed to give a clear picture of the issue, making it easier for everyone to understand and work towards finding the right solution.
Here are the key components this problem statement template must have:
Problem overview
Provides a clear description of the problem your business is addressing and explains why the problem exists and why it’s important to solve it.
Target audience
Identifies the specific people or businesses impacted by the problem, helping define the scope and who benefits from the solution.
Impact of the problem
Explains the problem’s impact on the target audience, business, or industry, highlighting why a solution is urgent or necessary.
Root cause
Analyzes the underlying causes that contribute to the problem. This helps pinpoint the real issue, rather than just symptoms.
Existing solutions
Outlines current solutions or approaches to the problem, if any. It shows the gaps or limitations of existing options that your solution aims to address.
Proposed solution
A brief overview of the solution you are proposing, setting the stage for how it will address the problem effectively.
Goal or desired outcome
Defines the desired result or outcome from solving the problem. It serves as a measure of success once the solution is implemented.
Here is a step-by-step guide to use this Problem Statement Template:
Whether you're defining your business's core challenge, identifying the issue you're solving, or presenting your solution—our problem statement template will help you articulate your problem clearly and set the stage for a successful plan.
The mission and vision statement template is typically a structured document that helps businesses clearly define their goals, core values, and long-term objectives.
This template provides a strategic framework to communicate your organization’s key purpose, values, and future aspirations to your team, customers, and key stakeholders.
This template includes all the components you need to create impactful mission and vision statements:
Introduction section
Briefly outlines the importance of mission and vision statements.
Vision statement worksheet
Offers a few provoking questions to help you describe your company’s vision and long-term strategy.
Mission statement framework
Includes key questions to help define your business’s core purpose, target audience, and core values.
Here are the simple steps to use this template to create or update your vision and mission statement:
Whether you're starting a new business or redefining your current direction, our mission and vision statement template will guide you in articulating your purpose and aspirations effectively.
A SMART goals template is a structured guide for setting clear, measurable, and achievable objectives using the SMART framework. It ensures goals follow a defined path:
Specific
Measurable
Achievable
Relevant
Time-bound
Here’s what this SMART goal template includes:
Specific Goal
Defines what you want to achieve and avoids vague or broad goals.
Measurable Criteria
Includes metrics or key performance indicators (KPIs) to track your progress.
Attainable Action Plan
Ensures the goal is realistic and within your reach, considering available resources.
Relevant Objectives
Aligns with your personal, professional, or business priorities, ensuring meaningful impact.
Timed Oriented
Sets clear deadlines to keep you focused and accountable.
Follow these simple steps to make the most of this SMART goal template:
Whether you’re planning a business strategy, personal growth plan, or team objectives, our SMART goal template helps you structure your goals for success and stay on track.
An organization chart template is a structured format that outlines a company’s hierarchy, roles, and reporting relationships. Its purpose is to define team structure, establish clear responsibilities, and ensure efficient workflow and decision-making.
Here’s what this organization chart template includes:
Hierarchy levels
Defines the chain of command from executives to employees.
Job titles & roles
Specifies positions and responsibilities for each team member.
Reporting structure
Shows who reports to whom, ensuring clarity in management.
Departments & divisions
Groups employees based on their roles and functions.
Optional notes section
Space for adding job descriptions, responsibilities, or special roles.
Follow these steps to build a clear, professional organization chart:
Whether you're structuring a startup, growing business, or large corporation, this organization chart template helps visualize your team and maintain clarity in roles.
An executive summary template provides a structured way to present the key takeaways of a business plan, report, or proposal. It highlights the most critical information in a short, persuasive section that helps readers grasp the core message quickly.
It’s often the first (and sometimes only) section that investors, executives, or stakeholders read—so clarity and impact are essential.
Here’s what this executive summary template includes:
Business Overview
A brief introduction to the company and its objectives.
Company profile
Basic details like legal structure, location, and key people.
Market analysis
Highlights of the target market, demand, and competitive edge.
Key products/services
A snapshot of offerings and how they solve customer problems.
Business model
Explanation of how the company generates revenue.
Marketing strategy
How the company attracts and retains customers.
Financial summary
Highlights key metrics like projected revenue, profit margins, or funding needs.
Follow these steps to craft a clear and compelling executive summary:
Whether you're preparing a business plan, proposal, or investment pitch, this executive summary template helps you communicate your message effectively.
A business plan cover page is the first page of a business plan that presents essential details such as the company name, logo, tagline, contact information, and document title.
It serves as the first impression for investors, banks, or stakeholders reviewing your plan. A professional cover page ensures that your business appears credible and well-structured.
This business plan cover page template includes key elements to create a polished and professional first page:
Business name & logo
Clearly displays the company name and logo for brand recognition.
Business plan title
States that the document is a business plan along with the specific business name.
Business tagline
A short, impactful phrase summarizing the company's mission or unique value.
Prepared by
Includes the name of the business owner, founder, or relevant team members.
Prepared for (optional)
Presents the intended audience, such as investors, banks, or partners.
Date
Indicates when the business plan was created or last updated.
Contact information
Provides the company’s address, phone number, email, and website.
Follow these simple steps to create a professional business plan cover page using this template:
A business plan cover page is the first thing investors, lenders, and partners see—make sure it’s polished and professional. Download this free template to create an impressive first page and start your business plan on the right note.
A marketing plan template is an organized document that summarizes a small business's marketing objectives, strategies, budget, and implementation plan.
It helps firms determine their target market, competitive tactics, promotional techniques, and performance measurement.
This marketing plan template for small businesses includes all key elements needed to create a comprehensive strategy:
Business Summary
Provides an overview of your business and marketing objectives.
Business Actions
Outlines measurable marketing initiatives, goals, and metrics, such as sales growth or customer acquisition.
Target Market
Defines your ideal customers, their demographics, needs, and buying behavior.
Competitor Analysis
Identifies industry competitors and analyzes their strengths and weaknesses.
Marketing Strategies
Details promotional strategies including social media, content marketing, SEO, and paid ads.
Budget
Allocates funds across various marketing activities to ensure cost-effective planning.
Market Positioning
Establish where the business stands in the industry and compare it to competitors.
Follow these steps to create an effective marketing plan using this template:
A well-organized marketing plan is what small businesses need to expand, engage customers, and build brand presence. Download this free marketing plan template to make it easy and create a solid marketing base for your company.
The biggest challenge small business owners face when writing a business plan is worry—worry about whether the plan they create will meet their audience's standards or feel confused about where to start and what elements to include.
However, with our business plan template, you can leave the worry and confusion behind. This template is specially designed for small businesses, providing clear, step-by-step guidance to help you through the entire process.
It ensures you stay on track and create a complete, professional business plan that meets the expectations of your audience and ensures you feel confident as well as clear about every step.
Here's what makes the Bizplanr business plan template stand out:
Easy to use: You don't need an expert to create a business plan. With the user-friendly format, you can easily navigate the process and confidently create your business plan.
Customizable format: This template offers flexibility—if you need to edit or add elements, you can easily customize it to suit your specific needs and requirements.
Professional design: Whether you're creating a plan for a lender or a banker, this template features a professional design that ensures your business plan looks polished and investor-ready.
Step-by-step guidance: Each step comes with guidance to keep you on track, which allows you to create your business plan effortlessly.
Financial tools and projections: Built-in templates for easily creating budgets, forecasts, and financial statements. This makes it simple to generate financial projections, save your time, and ensure your business plan sounds financial well.
Zero cost: Bizplanr business templates cost you nothing. You just have to provide your email address, and you can easily download the complete business plan template free of cost.
Our business plan template includes everything a small business needs to create an effective plan. From introducing your company to the appendix section, this template covers everything, ensuring you can craft a business plan that meets your goals.
Importantly, this template isn't just about filling spaces with your information; it provides step-by-step guidance to help you as you create your business plan.
Here's some quick information about every section that is included in this template:
A business plan starts with an executive summary, which is a concise version of the entire plan, offering a quick overview of your business. While it serves as the introduction to your business plan, it's typically written after the rest of the plan is complete.
Here's what the executive summary section includes:
The company overview is where you can introduce your business, explain the problem you solve, and highlight the value your product or service offers.
It's an opportunity to make a strong impression on your stakeholders and showcase the unique benefits of what you provide. So, here's what this section includes:
What is the potential growth of your market? Who are your competitors? How well do you understand your market? These are the key questions that you have to answer in this section.
Hence, here's what this section is all about:
Here, you detail what your business sells or its services, emphasising its unique features and benefits. This section should clearly articulate how these offerings solve customers' problems.
The key points covered in this section are:
The marketing and sales strategy outlines how you intend to attract and retain customers through various techniques and tactics. It should align with your overall business objectives.
This section covers:
This section details the operational aspects of running the business, including production processes, day-to-day operations, supply chain management, and distribution strategies. It ensures that the business can deliver its products/services efficiently.
Here’s what this section includes:
The section talks about you (the owner of the business), directors, employees, and staffs. It’s a section where you showcase your team’s expertise, experience, and skills that will take your business towards your desire goal.
In this section the elements that included are:
This is one of the most crucial sections of your business plan, where even a small mistake can jeopardize your entire business idea. It’s where the numbers speak for themselves, requiring you to present key data, financial figures, and statements to win the confidence of your stakeholders.
Typically, this section should include several key financial statements, such as:
It’s an last section of your business plan where you can include documents that support your business plan like certificates of your employees, resumes, legal documents, and market research data.
Get started with Bizplanr to write your business plan
With this, you’re ready to craft your business plan using a business plan template. You need to download the business plan template and get started. Enter a few pieces of information asked in templates, and your business plan is ready to impress.
However, writing a business plan can sometimes be challenging, and getting stuck along the way is easy. If that happens, try Bizplanr—an AI-powered business plan platform.
Simply answer a few questions, and it will guide you through wherever you’re stuck. Additionally, Bizplanr can help you create a complete business plan effortlessly by answering a series of tailored questions.
Try out and generate a free business plan today!