The Secrets of Writing a Successful Business Plan

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, so author of "Secrets to Writing a Successful Business Plan" and SCORE mentor Hal Shelton 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

Bank On It

Heavenly Financing

Financing Roundup

The Secrets to Writing a Successful Business Plan


Download these forms to use - we recommend if you are reading along in the book, do each workshop with the corresponding chapter, and save them as you go so that when you are finished, you have a solid business plan for you to present to your target audience and lead your business to success. 

For more information on Hal's book, please visit