small business planner pdf free

Free Business Planner Printable for 2024

If you are looking for a free business planner printable for your creative business start-up, you will love this business planner for 2024!

Specially designed for creative entrepreneurs, this business planner features 11 pages to outline your business ideas.

You will love the calming pale color palette with stylish, easy-to-read fonts. Such a pretty and helpful business planner to use for all your creative business ideas , goals, and dreams. It’s great for artists, writers, and anyone who wants to start a creative business.

Please note that I offer this free printable small business planner via my email opt-in form.

Along with receiving this lovely entrepreneur planner, you will get added to my email list and receive the latest blog posts as I publish them about once a week.

I send out (very) occasional emails with additional free printables, coupons to my Etsy art shop, and other good stuff a few times a year.

All interesting and creative stuff. Unsubscribe anytime!

**This post may contain affiliate links, meaning I may receive a small commission at no additional cost to you for products you purchase via this website. For more information  click here. **

How to download the free business planner

To get the small business planner printable, simply subscribe at the bottom of this article.

*You will receive an email asking you to confirm your subscription along with a link to download the free printable entrepreneur planner.* Please check your email for this!

As I mentioned, you can unsubscribe from further emails any time you wish. I understand if all you want is the free printable. But I hope you stick around as a subscriber! 😊

The best thing about using a business planner

The best thing about using this planner to be organized is that you can have fun and use it in your own creative way.

There are no rules, and no right or wrong way to fill out the business planner printable.

In fact, although there are checkmarks, boxes, and formatting, I encourage you to write or draw outside the lines! I’m a messy writer myself, and my blog philosophy is based on embracing messy handwriting and creative ideas. I’m an artist at heart, so I cannot help but be a rebel!

I created this business planner printable both for those who like to make business plans in an organized fashion, as well as those who are less organized with their writing and creative ideas.

Know that whichever way you express yourself is ok!

How to use the printable business planner

You will find using this planner to be fairly self-explanatory. Basically, all you need to do is start writing in it! And as mentioned, write in it any way you like that works for you.

Planners are awesome to jot down creative ideas and inspiration that you find on Instagram, on YouTube, in nature, and daily life. They are helpful for bloggers, artists, writers, students, moms, and anyone who enjoys writing, being organized, saving their ideas, or keeping notes.

When I plan art ideas for my Etsy shop and blog , I’ll often gather inspiration from other online sources, magazines, out and about when I’m shopping, and more places.

Sometimes I sketch ideas, sometimes I scribble them, and sometimes I list them. Whatever it takes to capture the ideas before they’re gone.

How can a business planner help you succeed in 2024?

There are a couple of ways using a business planner for your creative ideas can help you succeed.

Obviously, a planner exists to help you plan! You can write out your business goals , expenses, product ideas, and more. A plan is the first step in any creative or entrepreneurial venture. Thoughts become words, words become actions!

Related: 25 Journal Prompts to Find Product Ideas to Sell

Manifesting

Writing in a planner not only gives you clarity of thought but can help you successfully manifest your business plans . By writing your business plan, you can discover obstacles or roadblocks. You can closely examine your creative pathway and mindset. And most of all, gain further inspiration and motivation for your entrepreneurial dreams!

Inspired, excited feelings help you take positive action. In that regard, writing in a planner can help you manifest small business success.

Taking action 

As I mentioned, outlining an entrepreneurial plan is the first step to taking action for your small business.

Devising a plan helps you see clearly, on paper, what it is you want and need to do step by step, day by day, month by month. Planning is not only an action in itself, but it also helps motivate you to take further action!

Accountability

Writing in a small business planner helps to keep you accountable to yourself. Plus, you can go back to it months or years from now to see how far you’ve grown. Or to see how you may have changed direction in your business.

Related:  How to Boost Creativity: Take the Creativity Challenge

So, what’s included in this business planner?

• Essential business plan page
• Daily planner page
• Weekly planner page
• Monthly planner page
• Website creation checklist
• Product planner
• Goal planner
• Progress tracker
• Income tracker
• Expenses tracker

How else can you use the free printable business planner?

Print out as many copies as you want, (especially useful for daily, weekly, or monthly planner pages.)

• Write, draw, scribble, or paint on it.
• Share with friends.
• Give to family members.
• Use it as inspiration to design your own unique planner.
• Share on your blog or social media so long as you link back to this web page, please.

You cannot:

• Sell the small business planner.
• Plagiarize the design completely.

Free business planner printable

Without further wait, here is the planner. You can download it by subscribing below. *Please check your email, confirm your subscription, and you should see the download.

Please enjoy! (Any trouble downloading, please comment and I can email it directly.)

Inspiration for entrepreneurs, artists, and creative people

Every single business, small or large, starts with a dream. The dream becomes a plan, then the plan starts to become reality. It takes time. Dedication. Inspiration. And hard work.

The entrepreneurial life isn’t for everyone. Not even for most. Most will give up long before success can catch up with them.

And ya know what else? Life happens, too. Sometimes you hold the entrepreneurial vision for years before it’s finally the right time in your life to take action.

I first started experimenting with artistic entrepreneurial ventures way back in 1999 when I was 18 years old. It took until 2018 to finally know myself and understand I had to find a way to be creatively self-employed . And now, I am. It’s an incredible, deeply fulfilling feeling.

So no matter when you’re getting started, know that you can succeed if your heart is in it for the long run.

You have to keep going.

Know that if I can do it, so can you. You have the dream in your heart for a reason, so go get it. And never give up.

Final thoughts

I hope that this small business planner for artists and entrepreneurs can help you succeed in 2024!

I hope that you believe in yourself and know deep in your soul that you have what it takes.

Don’t think you’re not as good as someone else, and don’t compare yourself.

There is room in this Universe for anyone who desires to be a creative entrepreneur, and who works hard to make their vision a reality.

Best wishes on making your small business dreams come true!

You may also enjoy:

50 Journal Prompts to Find Your Purpose When You’re Feeling Lost in Your Career

25 Journal Prompts for Success and a Positive Growth Mindset {Plus Free Printable Journal Prompts!}

35 Money Mindset Journal Prompts to Reveal Hidden Beliefs

 7 Steps to Improve Financial Identity & Money Mindset

Using Your Creative Powers to Make Money Online: What You Need to Know

100 Self-Care Journal Prompts Plus Free PDF Printable Journal Prompts

Kristen is the founder of Dream Dash Journal and has worked as a lifestyle blogger since 2018. She enjoys inspiring others to explore their spirituality and creative interests.

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21 Comments

Excited to see where this takes me!

Yay i need this

Thank you. Can’t wait to use this.

Amazing work

I can’t wait to get started

Thank you for sharing your knowledge with me. Your help is much appreciated. I will pay it forward.

jesscleanmymess.

Thank you! Glad to help.

So so excited to use this!

I’m looking forward to this!

Amazing work!!!

It’s so kind and shows what a giving soul you are to provide the information you are, but I cannot tell your legitimate downloads from ads and do not want to get malware or anything, thus cannot get the planner. But I got so much useful information, I still wanted to give my gratitude! Bless, with love and light, Mori from OleanderMoonCo. (And I have been doing the 369 manifestation journal for about 6 or 7 months, it does work, like anything, you have to trust the process and believe your vision and intuition.)

Thank you for your kind words! I have just emailed you the PDF directly. You will see it from Kristen and my last name. I’m glad you are finding success with the 369 method. It worked well and fast for me for a specific thing. I need to go back to it soon for more goals!

I am excited for this! And it’s so pretty too

I’m glad!

super excited to use this

I Saw this planner and i love it!

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Small Business Planner Templates

Small Business Planner Templates Are a Great Resource for Entrepreneurs Who Need a Formal and Professional Way to Organize Their Business. These Templates Are Editable in MS Word, Making It Easy to Create Them to Fit Your Specific Needs. Best of All, These Are Available for Free Download and Can Be Instantly Printed.

Business Planner Template

Small Business Marketing Planner Template

Sample Small Business Planner Template

SMART Goal Planner for Small Business Template

Planner for Small Business Template

Executive Summary Template

Small Business Employee Planner Template

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Free Small Business Plan Templates and Examples

By Kate Eby | April 27, 2022

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We’ve compiled the most useful collection of free small business plan templates for entrepreneurs, project managers, development teams, investors, and other stakeholders, as well as a list of useful tips for filling out a small business template.

Included on this page, you’ll find a simple small business template and a one-page small business plan template . You can also download a fill-in-the-blank small business plan template , and a sample small business plan template to get started.

Small Business Plan Template

Download Small Business Plan Template Microsoft Word | Adobe PDF | Google Docs  

Use this small business plan template to identify trends and demographics in the company overview. Highlight how your product or service uniquely benefits consumers in the offerings section, and note your proposed timeline, milestones, and the key performance metrics (KPIs) you will use to measure your success. This template has all the components of a standard business plan, from the executive summary through financing details.

Small Business Plan Sample Template

Download Small Business Plan Sample Microsoft Word | Adobe PDF | Google Docs  

Use this small business plan sample template to draft the subsections and headings of the contents of your plan. This template provides editable sample text that shows you how to organize and create a ready-to-be-implemented business plan. This sample template helps remove the guesswork of what to include in a small business plan.

Simple Small Business Plan Template

Download Simple Small Business Plan Template Microsoft Word | Adobe PDF

Use this streamlined, customizable, simple small business plan template to chart revenue, expenses, and net profit or loss forecasts with sample graphics. Order your small business plan with numbered subsections and list them in a table of contents. Supplement the plan with additional information in the appendix for a complete business plan that you can present to investors.

Small Business Plan Chart Template

Download Small Business Plan Chart Template Microsoft PowerPoint | Google Slides

Use this small business plan chart template to plan and track month-by-month and annual business planning. The flexible color-coded bar chart simplifies tracking and allows you to customize the plan to meet your needs. Add tasks, track owner status, and adjust the timeline to chart your progress with this dynamic, visually rich small business planning tool.

Small Business Plan Outline Template

Download Small Business Plan Outline Template Microsoft Word | Adobe PDF | Google Docs

Use this small business plan outline template to jumpstart a plan for your small business. This template includes the nine essential elements of a traditional business plan, plus a title page, a table of contents, and an appendix to ensure that your document is complete, comprehensive, and in order. Easily simplify or expand the outline to meet your company’s needs.

Printable Small Business Plan Template

Download Printable Small Business Plan Template  Microsoft Word | Adobe PDF | Google Docs

This print-friendly small business plan template is ideal for presentations to investors and stakeholders. The customizable template includes all the standard, critical business plan elements, and serves as a guide for writing a complete and comprehensive plan. Easily edit and add content to this printable template, so you can focus on executing the small business plan.

Small Business Startup Plan Template

Download Small Business Startup Plan Template Microsoft Word | Adobe PDF | Google Docs  

Use this small business startup plan template to draft your mission statement and list your keys to business success, in order to persuade investors and inform stakeholders. Customize your startup plan with fillable tables for sales revenue, gross profit margin, and cost of sales projections to secure your business's pricing structure.

Fill-in-the-Blank Small Business Plan Template

Download Fill-in-the-Blank Small Business Plan Template  Microsoft Word | Adobe PDF

This small business plan template simplifies the process to help you create a comprehensive, organized business plan. Simply enter original content for the executive summary, company overview, and other sections to customize the plan. This fill-in-the-blank small business plan template helps you to maintain organization and removes the guesswork in order to ensure success.

One Page Small Business Plan Template

Download One Page Small Business Plan Template  Microsoft Excel | Microsoft Word | Adobe PDF

This one page small business plan template is ideal for quick, simple presentations. Use this template to summarize your business overview, market analysis, marketing, and sales plan, key objectives and success metrics, and milestones timeline. Complete the fillable sections to educate investors and inform stakeholders.

One Page Small Business Plan Example

Download One Page Business Plan Example Microsoft Excel | Microsoft Word | Adobe PDF

This one page small business plan example prompts you to list your vision, mission, product or service, team member names, roles, and relevant experience to promote your small business. Use the market analysis, marketing, sales plan sections to detail how you aim to sell your product or service. This small business plan features fillable tables for key objectives and success metrics. Plus, you’ll find space for your financial cost structure and revenue sources to show how your business will remain profitable.

What Is a Small Business Plan Template?

A small business plan template is a roadmap for defining your business objectives and detailing the operational, financial, and marketing resources required for success. Use a small business plan template to strategize growth, forecast financial needs, and promote investment. 

A small business plan template organizes and outlines the content needed to achieve goals for growth and profit, including marketing and sales tactics. As opposed to starting from scratch, using a template makes it easy to organize the information and customize the plan to meet your needs. 

A small business plan template includes standard business plan sections, as well as the following sections: 

• Executive Summary: Summarize the key points in your small business plan in two pages or less to hold your reader's attention and promote buy-in. Write this section last to capitalize on your understanding of the small business plan.
• Company Overview: Describe the nature of your small business, the industry landscape and trends, demographics, and economic and governmental influences. List your location, product or service, and goals to show what makes your small business unique.
• Problem and Solution: Identify and explain the problem your product or service will solve and its costs. Propose and describe your solution and its benefits. Conclude this section with a summary of the problem and solution.
• Target Market: Identify your small business's target market by researching your product and service to determine the most likely demographic. Explain your target market's motivations for buying your product or service.
• Competition: Note the other competitor product or service offerings, pricing, and company revenues to understand how to outperform your competitors. Detail your small business's competitive advantages, based on research.
• Product or Service Offerings: Describe your product or service, how it benefits your target market, and what makes it unique. Highlight how your product or service will outsell competitors.
• Marketing: Detail your marketing plan with objectives and strategy, including goals, costs, and an action plan. A successful marketing plan reduces costs and boosts your product or service sales.
• Timeline and Metrics: Break down your small business plan into smaller activities. Describe these activities (and the performance metrics you intend to use to track them) and list a completion date for each.
• Financial Forecasts: Explain how your organization uses past performance and market research to inform your business's economic forecasts. Estimate growth and profits based on your informed assumptions.
• Financing: List your funding sources and how you intend to use the funds to keep your company on track as it grows. Smart financing at the planning stage prepares your organization for unexpected challenges and helps to mitigate risk.

A small business plan template enables you to complete your business plan quickly and comprehensively, so you can achieve your goals and turn your product or service idea into a profitable reality.

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8 Business Plan Templates You Can Get for Free

8 min. read

Updated July 3, 2024

A business plan template can be an excellent tool to simplify the creation of your business plan. 

The pre-set structure helps you organize ideas, covers all critical business information, and saves you time and effort on formatting.

The only issue? There are SO many free business plan templates out there. 

So, which ones are actually worth using? 

To help remove the guesswork, I’ve rounded up some of the best business plan templates you can access right now. 

These are listed in no particular order, and each has its benefits and drawbacks.

What to look for in a business plan template

Not all business plan templates are created equal. As you weigh your options and decide which template(s) you’ll use, be sure to review them with the following criteria in mind:

• Easy to edit: A template should save you time. That won’t be the case if you have to fuss around figuring out how to edit the document, or even worse, it doesn’t allow you to edit at all.
• Contains the right sections: A good template should cover all essential sections of a business plan , including the executive summary, product/service description, market/competitive analysis, marketing and sales plan, operations, milestones, and financial projections. 
• Provides guidance: You should be able to trust that the information in a template is accurate. That means the organization or person who created the template is highly credible, known for producing useful resources, and ideally has some entrepreneurial experience.
• Software compatibility: Lastly, you want any template to be compatible with the software platforms you use. More than likely, this means it’s available in Microsoft Word, Google Docs, or PDF format at a minimum. 

1. Bplans — A plan with expert guidance

Since you’re already on Bplans, I have to first mention the templates that we have available. 

Our traditional and one-page templates were created by entrepreneurs and business owners with over 80 years of collective planning experience. We revisit and update them annually to ensure they are approachable, thorough, and aligned with our team’s evolving best practices.  

The templates, available in Word, PDF, or Google Doc formats, include in-depth guidance on what to include in each section, expert tips, and links to additional resources. 

Plus, we have over 550 real-world sample business plans you can use for guidance when filling out your template.

Download: Traditional lender-ready business plan template or a simple one-page plan template .

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2. SBA — Introduction to business plans

The U.S. Small Business Administration (SBA) offers two different business plan templates along with a short planning guide. 

While not incredibly in-depth, it’s enough to help you understand how traditional and lean plans are structured and what information needs to be covered. The templates themselves are more like examples, providing you with a finished product to reference as you write your plan.

The key benefit of using these templates is that they were created by the SBA. While they may provide less guidance, you can be assured that the information and structure meet their expectations.

Explore: The SBA’s planning guide and free templates

3. SCORE — Planning workbook

SCORE’s template is more like a workbook. It includes exercises after each section to help you get your ideas down and turn them into a structured plan.

The market research worksheets are especially useful. They provide a clear framework for identifying your target market and analyzing competitors from multiple angles. Plus, they give you an easy way to document all the information you’re collecting.

You will likely have to remove the exercises in this template to make it investor-ready. But it can be worth it if you’re struggling to get past a blank page and want a more interactive planning method.

Download: SCORE’s business plan template

4. PandaDoc — A template with fillable forms

PandaDoc’s library offers a variety of industry-specific business plan templates that feature a modern design flair and concise instructions. 

These templates are designed for sharing. They include fillable fields and sections for non-disclosure agreements, which may be necessary when sending a plan to investors.  

But the real benefit is their compatibility with PandaDoc’s platform. Yes, they are free, but if you’re a PandaDoc subscriber, you’ll have far more customization options. 

Out of all their templates, the standard business plan template is the most in-depth. The rest, while still useful, go a bit lighter on guidance in favor of tailoring the plan to a specific industry.

Explore: PandaDoc’s business plan template library  

5. Canva — Pitch with your plan

Canva is a great option for building a visually stunning business plan that can be used as a pitch tool. It offers a diverse array of templates built by their in-house team and the larger creative community, meaning the number of options constantly grows.

You will need to verify that the information in the template you choose matches the standard structure of a traditional business plan. 

You should do this with any template, but it’s especially important with any tool that accepts community submissions. While they are likely reviewed and approved, there may still be errors.

Remember, you can only edit these templates within Canva. Luckily, you only need a free subscription, and you may just miss out on some of the visual assets being used. 

To get the most value, it may be best to create a more traditional planning document and transfer that information into Canva. 

Explore: Canva’s business plan gallery

6. ClickUp — The collaborative template

Out of all the project management tools that offer free business plan templates, ClickUp’s is the most approachable.

Rather than throwing you into all the features and expecting you to figure it out—ClickUp provides a thorough startup guide with resource links, images, and videos explaining how to write a plan using the tool. 

There’s also a completed sample plan (structured like an expanded one-page plan) for you to reference and see how the more traditional document can connect to the product management features. You can set goals, target dates, leave comments, and even assign tasks to someone else on your team. 

These features are limited to the ClickUp platform and will not be useful for everyone. They will likely get in the way of writing a plan you can easily share with lenders or investors. 

But this is a great option if you’re looking for a template that makes internal collaboration more fluid and keeps all your information in one place.

Sign Up: Get a free trial of ClickUp and explore their template library

7. Smartsheet — A wide variety of templates

I’m including Smartsheet’s library of templates on this list because of the sheer number of options they provide. 

They have a simple business plan template, a one-page plan, a fill-in-the-blank template, a plan outline, a plan grading rubric, and even an Excel-built project plan. All are perfectly usable and vary in visual style, depth of instructions, and the available format.

Honestly, the only drawback (which is also the core benefit) is that the amount of templates can be overwhelming. If you’re already uncertain which plan option is right for you, the lengthy list they provide may not provide much clarity.

At the same time, it can be a great resource if you want a one-stop shop to view multiple plan types.

8. ReferralRock affiliate marketing business plan

I’m adding ReferralRock’s template to this list due to its specificity. 

It’s not your standard business plan template. The plan is tailored with specific sections and guidance around launching an affiliate marketing business. 

Most of the template is dedicated to defining how to choose affiliates, set commissions, create legal agreements, and track performance.

So, if you plan on starting an affiliate marketing business or program, this template will provide more specific guidance. Just know that you will likely need to reference additional resources when writing the non-industry sections of your plan.

Download: ReferralRock affiliate marketing business plan template

Does it matter what business plan template you use?

The short answer is no. As long as the structure is correct, it saves you time, and it helps you write your business plan , then any template will work. 

What it ultimately comes down to, is what sort of value you hope to get from the template. 

• Do you need more guidance? 
• A simple way to structure your plan? 
• An option that works with a specific tool?
• A way to make your plan more visually interesting?

Hopefully, this list has helped you hone in on an option that meets one (or several) of these needs. Still, it may be worth downloading a few of these templates to determine the right fit. 

And really, what matters most is that you spend time writing a business plan . It will help you avoid early mistakes, determine if you have a viable business, and fully consider what it will take to get up and running. 

If you need additional guidance, check out our library of planning resources . We cover everything from plan formats , to how to write a business plan, and even how to use it as a management tool . 

If you don’t want to waste time researching other templates, you can download our one-page or traditional business plan template and jump right into the planning process.

Kody Wirth is a content writer and SEO specialist for Palo Alto Software—the creator's of Bplans and LivePlan. He has 3+ years experience covering small business topics and runs a part-time content writing service in his spare time.

Table of Contents

• Qualities of a good template
• ReferralRock
• Does the template matter?

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Free Business Plan Workbook (PDF) for Entrepreneurs

Written by Dave Lavinsky

Are you an aspiring entrepreneur looking to start your own business? Do you have a brilliant business idea but don’t know where to start with planning? Look no further! We are here to help you with our free business planning workbook (PDF) for entrepreneurs. This comprehensive workbook will guide you through the process of developing a solid business plan, which is crucial for the success of any business venture.

The Importance of a Business Plan

A business plan is like a roadmap that outlines your business goals, strategies, and financial projections. It serves as a blueprint for your business and helps you stay focused and organized as you navigate the challenges of starting and running a successful venture. A well-structured business plan is not only essential for securing funding from investors or lenders but also provides you with a clear direction and a solid foundation for making informed decisions for your business.

How Our Business Planning Workbook Can Help

Our free business planning workbook (PDF) is designed to assist entrepreneurs like you in creating a well-structured and comprehensive business plan. This workbook provides step-by-step guidance and exercises to help you gather and organize the necessary information for your business plan. It covers each of the key aspects of business planning, including customer analysis, competitive analysis, marketing strategies, financial projections, and more. Our workbook is easy to use and will save you time and effort in creating a professional business plan that meets the needs of your business.

Get Started with Our Free Business Planning Workbook

Ready to take your business idea to the next level? Download our free business planning workbook (PDF) now and start creating a comprehensive business plan that will set you up for success.

Benefits of Using Our Business Plan Workbook

When it comes to business planning, using our business plan workbook can be a game-changer. It provides a structured approach to developing a comprehensive business plan, ensuring that you cover all the essential elements of a successful plan. Here are some benefits of using our business plan workbook:

• Organized approach: Our business plan workbook provides a step-by-step guide, helping you organize your thoughts and ideas in a systematic manner. It prompts you to think critically about different aspects of your business and ensures that you do not overlook any crucial details.
• Time-saving: Writing a business plan from scratch can be time-consuming, but our business plan workbook streamlines the process by providing pre-designed prompts. This saves you time and effort, allowing you to focus on the content of your plan rather than the formatting.
• Flexibility: Our business plan workbook allows you to customize your plan according to your specific business needs. You can add, remove, or modify sections based on your unique business model, market research, and financial projections.
• Comprehensive coverage: A well-designed business plan workbook like ours covers all the essential elements of a business plan, including market analysis, marketing strategies, financial projections, and more. This ensures that you develop a thorough and well-rounded plan that addresses all aspects of your business.

How to Finish Your Business Plan in 1 Day!

Don’t you wish there was a faster, easier way to finish your business plan?

With Growthink’s Ultimate Business Plan Template you can finish your plan in just 8 hours or less!