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Planning, Marketing, and Financial Business Templates

Our chapter mentors have developed a list of effective business tools and templates used by SCORE small business and nonprofit clients.  We hope you find them helpful.  For access to our full resource library, click the button below.

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Recommended Tips, Tools, Templates and More

SCORE has an abundance of resources to guide you on your way to growing a successful small business or nonprofit organization. Below are some useful guides, tools, and templates that our mentors have found that help anyone starting or growing an enterprise. Take advantage of these free documents.

Contact us to help put your ideas into motion.

Business Plan Templates

A good business plan template can help you get your thoughts organized. The business plan gives your start up or growing small business a blueprint for success. The process of writing a good plan will force you to consider all aspects of your business - financing, marketing, operations and more. These templates provide instructions for each step of your plan and show you what an investor-ready and SBA-approved business plan should look like.

Finance Templates

From creating a startup budget to managing cash flow for a growing business, keeping tabs on your finances is essential to success. These templates will help you monitor and manage your business’s financial situation, create financial projections and seek financing to start or grow your business.

Marketing & Guides Templates

Marketing helps your business build brand awareness, attract customers and create customer loyalty with your target audience so that you can increase revenues and gain a strong market position for your product or service. A sales plan lays out your objectives, strategies, tactics and identifies any potential obstacles. Use these templates to forecast sales, develop your marketing strategy and map out your marketing budget and action plan.

Digital Marketing Guides

Digital marketing is an umbrella term to describe marketing and promotional tactics that connect a company with its target audience online. Effective digital marketing is recommended for many businesses. But it isn’t done overnight. The strategies and activities necessary to create the right opportunities take significant time, energy and investment from many people. It is important to commit to campaigns for reasonable periods of time before they can deliver expectations. Below are some resources to guide you on your path to success. Click on the link to download PDF.

Additional Featured Resources

SCORE Empowers All Entrepreneurs

We believe that anyone can start and manage a successful small business. Diverse backgrounds, different voices and unique needs may call for specialized resources and mentoring approaches.


SCORE is listening, recognizes these diverse needs, and provides personalized support in a wholly-inclusive platform called SCORE for All. 


Visit SCORE for All

Entrepreneur's Guide: Starting and Growing a Business in Pennsylvania

Each entrepreneur is unique. No matter what level of business experience or expertise, the Entrepreneur’s Guide: Starting and Growing a Business in Pennsylvania will provide you with valuable information that will help with business startup and growth. 


View Guide

SCORE Chester & Delaware Counties Information

In Chester and Delaware Counties, we have 100 Volunteers ready to help.  They are Mentors, Subject Matter Experts, and Workshop Presenters. SCORE has been operating in the two counties for over 40 years serving thousands of clients.

601 Westtown Rd Suite #281
West Chester, PA 19382
(484) 356-8624

Copyright © 2023 SCORE Association,

Funded, in part, through a Cooperative Agreement with the U.S. Small Business Administration. All opinions, and/or recommendations expressed herein are those of the author(s) and do not necessarily reflect the views of the SBA.

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