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The Secrets of Writing a Successful Business Plan
by Hal Shelton
July 29, 2021

Sitting down to write a business plan can seem like a daunting task.  However, we know that most adults like to learn in increments, and that learning is better achieved through interaction.

Hal Shelton, author of "The Secrets to Writing a Successful Business Plan" and SCORE mentor, has developed worksheets for each part of the business plan writing process.  

These “Your Turn” worksheets allow you to collect your thoughts, write down your ideas, and use the research and educational materials at hand to have a solid start in developing your business plan incrementally and at your own pace.

Click on each topic that corresponds with Hal's chapters to download the worksheets.


Business Plans 101

What's Your Style?

The 4-1-1

Make No Mistake

Forget Me Not

First Steps

In a Nutshell

Get Organized

Like No Other

Going to Market

Go with the Flow

Team Players

Number Sense

Passion Time

The Inside Track

Private Reserve

Free Money

Bank On It

Debt Financing Roundup

A Show of Hands

Heavenly Financing

Download these forms and save them as you go. When you are finished, you will have a solid business plan for you to present to your target audience and lead your business to success. 

For more information, visit

About the author
Hal Shelton
Hal is a SCORE mentor, active investor in early-stage technology companies and Amazon bestselling author of The Secrets to Writing a Successful Business Plan. He is passionate about helping small businesses start and grow. Previously, Hal has been a CFO and board member for NYSE/NASDAQ publicly traded companies and nonprofits.
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