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You can use the templates below as a starting point to create your startup business plan or map out how you will expand your existing business. Then meet with aSCORE mentor to get expert business planning advice and feedback on your business plan.
To increase your odds of a successful business startup, download this step-by-step business plan template you can use to plan for your new business.
Download our free business plan template for your established business as a Word doc. A business plan for an established business serves as a roadmap guiding the growth and continued success of your business throughout its next stages.
If writing a full business plan seems overwhelming, start with a one-page Business Model Canvas. Developed by Founder and CEO of Strategyzer, Alexander Osterwalder, it can be used to easily document your business concept.
Download this template to fill out the nine squares focusing on the different building blocks of any business:
- Value Proposition
- Customer Segments
- Customer Relationships
- Channels
- Key Activities
- Key Resources
- Key Partners
- Cost Structure
- Revenue Streams
For help completing the Business Model Canvas Template, contact a SCORE business mentor for guidance
From creating a startup budget to managing cash flow for a growing business, keeping tabs on your business’s finances is essential to success. The templates below will help you monitor and manage your business’s financial situation, create financial projections and seek financing to start or grow your business.
Download this financial projections template to calculate your small business expenses, sales forecast, cash flow, income statement, break-even analysis & more.
Navigate your startup's financial planning with SCORE's Startup Expenses template.
A balance sheet shows the financial position of your company at a single moment in time; in this case, it will be as of opening day. Use yourStartup Expensesspreadsheet to get the basic data for the balance sheet.
Download this balance sheet, one of the most important financial documents every business owner needs to understand.
This interactive calculator allowsyou to provide inputs and see a full estimated repayment schedule to plan your capital needs and cash flow.
Do you want to improve your chances of getting a business bank loan? Use these tips on how to write a compelling bank loan request letter.
There are more financing options for small businesses available than ever before. Use this worksheet to determine if an online lender right for your business.
A loan amortization schedule is a detailed table that outlines the periodic payments and allocation of each payment towards principal and interest over the life of a loan.
When will your new business start making a profit? Find out by using this free, downloadable template to do a break-even analysis.
A cash flow statement tracks how much your business makes and spends. Here you'll find a template to project your cash flow for the next 12 months.
Use this 3-year cash flow statement template to create long-term cash flow projections and test different business scenarios.
Looking at your business’s financial history and ratios helps you keep tab on your company’s financial health. Here’s what financial ratios measure.
A 12-month profit and loss projection, also known as an income statement or statement of earnings, provides a detailed overview of your financial performance over a one-year period. This projection helps you anticipate future financial outcomes by estimating monthly income and expenses, which facilitates informed decision-making and strategic planning.
If you’re trying to get a loan from a bank, they may ask you for a personal financial statement. You can use this free, downloadable template to document your assets, liabilities and net worth.
A Personal Financial Statement is a
This projection helps businesses anticipate future financial outcomes by estimating monthly income and expenses, which facilitates informed decision-making and strategic planning.
Thistemplate can be used tocalculate the projected profit of3 years.
Marketing helps your business build brand awareness, attract customers and create customer loyalty. Use these templates to forecast sales, develop your marketing strategy and map out your marketing budget and plan.
A well-designed marketing plan can help you raise awareness of your business, attract more customers and boost sales. Use this guide to develop a 12-month marketing plan and integrate it into your company’s business plan.
Developing product and service descriptions doesn’t have to be daunting. SCORE’s worksheet can help you write compelling copy that converts.
Download this template to help yourselect the besttarget markets for your business.
Use SCORE's Target Market Comparison Worksheet template to identify and compare potential target markets for your business. Streamline your marketing efforts with this practical tool.
Conduct a distribution channel assessment to gauge whether your products are getting to your target customers in the most effective way.
Use this downloadable Annual Marketing Budget template to plan the budget for your small business’s marketing and advertising efforts.
Use this template to schedule and organize your marketing activities.
How healthy is your business? Are you missing out on potential growth opportunities or ignoring areas of weakness? Do you need to hire employees to reach your goals? The following templates will help you assess the state of your business and accomplish important management tasks.
Whether you are starting your business or established and looking to grow, our Business Healthcheck Tool will provide practical information and guidance.
Download this worksheet to identify the strengths, weaknesses, opportunities and threats for your business.This information can help you outline goals and strategies for your business and marketing efforts.
Download this template to help you determine the responsibilities you will delegate and the essential qualities you need in your first employee.
Learn howhaving a SCORE mentor can be a valuable asset for your business. A SCORE mentor can provide guidance and support in various areas of business, including finance, marketing, and strategy. They can help you navigate challenges and make important decisions based on their expertise and experience. By seeking out a SCORE mentor, you can gain the guidance and support you need to help grow your business and achieve success.
The results provided by a SCORE mentor are impressive. Learn how SCORE can help you.
70% of entrepreneurs that receive mentoring stay in business for five years or longer. This is twice as likely to survive as founders who don't get mentoring.
Join our free webinar to learn how you can start a business with the help of a free SCORE business mentor using SCORE’s extensive, nationwide network of business experts.
SCORE offers free business mentoring to anyone that wants to start, currently owns, or is planning to close or sell a small business. To initiate the process, input your zip code in the designated area below. Then, complete the mentoring request form on the following page, including as much information as possible about your business. This information is used to match you with a mentor in your area. After submitting the request, you will receive an email from your mentor to arrange your first mentoring session.
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