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These tools can be your first step towards small business success.

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

Business Planning Templates

• Ten Steps to Starting a Business
• Simplified Business Plan Outline
• Business Plan for a Start-up Business
• Business Plan for an Established Business
• Business Planning Tools for Nonprofit
• Board of Advisors
• Competitive Analysis​

Finance Templates

• SCORE Financial Projections Template
• Start-Up Expenses
• Opening Day Balance Sheet
• Balance Sheet (Projected)
• Bank Loan Request for Small Business
• Loan Amortization Schedule
• Break-Even Analysis
• 12-Month Cash Flow Statement
• 3-Year Cash Flow Statement 
• Financial History & Ratios
• Personal Financial Statement 
• 12-Month Profit and Loss Projection
• 3-Year Profit and Loss Projection (Excel)

Marketing & Sales Templates

• 12 Month Sales Forecast
• Marketing Plan Guide
• Product and Service Description Worksheet
• Target Market Data Worksheet
• Target Market Comparison Worksheet
• Competitive Data Collection Plan
• Competitive Analysis Worksheet
• Brand Message Worksheet
• Pricing Strategy Worksheet 
• Distribution Channel Assessment Worksheet
• Marketing Expenses Strategy Chart 
• Annual Marketing Budget Template
• Marketing Calendar Template

Management Templates

• SWOT Analysis Worksheet
• Job Analysis Worksheet 
• Organization Chart for Chief Operating Officer
• Event Planning Checklist

Have a question about small business planning?
Connect with a local SCORE mentor today!