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Templates for Your Business

These tools can be your first step towards small business success. Then, get advice to help you on your way.

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

Business Plan for a Start-up Business
Word | PDF

Business Plan for an Established Business
Word | PDF

Business Planning Tools for Nonprofit
PDF

Board of Advisors
Excel

Competitive Analysis
Word | PDF

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

SCORE Financial Projections Template * UPDATED May 2010*
Template | Explanatory Notes for Template | Ann's Nursery Example

Start-Up Expenses
Excel | PDF

Opening Day Balance Sheet
Excel | PDF

Balance Sheet (Projected)
Excel | PDF

Bank Loan Request for Small Business
Word | PDF

Loan Amortization Schedule
Excel | PDF
Povided by Microsoft Office Online.

Breakeven Analysis
Excel | PDF

Cash Flow Statement (12 Months)
Excel | PDF

Cash Flow Statement (4 Years)
Excel | PDF
Provided by Real Easy Books.

Financial History & Ratios
Excel | PDF

Personal Financial Statement
Excel | PDF

Profit and Loss Projection (12 Months)
Excel | PDF

Profit and Loss Projection (3 Years)
Excel | PDF

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

Sales Forecast (12 Months)
Excel | PDF

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

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