Business Planning Templates

Use the templates below, then meet with a SCORE mentor for expert business planning advice.

• Business Plan for a Start-up Business PDF | Word
• Business Plan for an Established Business PDF | Word
• Business Planning Tools for Nonprofit (PDF) | View
• Board of Advisors (PDF) | View

• Competitive Analysis (PDF) | View

Finance Templates

Use the templates below, then meet with a SCORE mentor for expert finance advice.

• SCORE Financial Projections Template | View Template | View Explanatory Notes for Template | View Ann's Nursery Example
• Start-Up Expenses (Excel) | View
• Opening Day Balance Sheet (Excel) | View
• Balance Sheet (Projected) (Excel) | View
• Bank Loan Request for Small Business (PDF) | View
• Loan Amortization Schedule (Excel) | View
  Povided by Microsoft Office Online.
• Breakeven Analysis (Excel) | View
• Cash Flow Statement (12 Months) (Excel) | View
• Cash Flow Statement (3 Years) (Excel) | View
• Financial History & Ratios (Excel) | View
• Personal Financial Statement (Excel) | View
• Profit and Loss Projection (12 Months) (Excel) | View
• Profit and Loss Projection (3 Years) (Excel)  | View

Sales Template

Use the template below, then meet with a SCORE mentor for expert sales advice.

• Sales Forecast (12 Months) (Excel) | View

Special thanks to the Seattle SCORE Chapter for developing these user-friendly planning templates.