June Strategy Focus:
Business Plan Worksheets
and Templates

As usual, we provide you with a variety of templates and worksheets to accelerate your marketing. This month's focus is on is what a business plan is and why you need one. Here's what's inside your account this month...

Insider's Guide: Business Plan Worksheets

Business Plan Insiders Guide

A business plan is an essential element to starting and running a successful business. It doesn't matter if you are an entrepreneur or building a much larger business. Nor does it matter if you have a brick and mortar business or are working completely online. Everyone needs some sort of plan.

Here are the tools and templates included in this month's package:

The Executive Summary Worksheet

If you were to try to explain your business plan in a minute or less, what would you say? Use this Worksheet so you can have a clear idea of what your business is and does.

1. The Executive Summary Image

Business Overview Worksheet

Use this worksheet to help you write a detailed description of your business.

2. Business Company Overview Worksheet Image

Operations Plan Worksheet

Use this worksheet to explain and describe how each area in your business will function including physical setup and responsibilities for specific tasks performed.

3. Operation Plan Worksheet Image

Market Analysis Worksheet

Use this worksheet to help you narrow in on your target market for your business.

4. Market Analysis Worksheet Image

Products and Services Worksheet

Growing Your Pinterest Audience

Describe the products you create, sell, and offer. Use this worksheet to help you discover new ideas for your products or services.

5. Operations Plan Worksheet

Sales and Marketing Worksheet

Use this worksheet to help you make sales and market your items/services.

6. Sales and Marketing Worksheet Image

Competitive Analysis Worksheet

On the following worksheet, you will identify and research your competitors to assess your direct and indirect competitors’ strengths and weaknesses to compare to your own.

7. Competitive Analysis Worksheet Image

Management Team Worksheet

Building a profitable business may require you recruit and train team members. Use this worksheet to provide you with pertinent, concise background information on all key players involved in your business.

8. Management Team Worksheet Image

Financial Plan Worksheet

Use the following Worksheet to help you organize and keep track of all the financial needs that may come with starting a business.

9. Financial Plan Worksheet Image

Projected Income Worksheet

Use this worksheet to keep track of your costs and profit in your business.

10. Projected Income Statement Worksheet Image

Time & Cost to Create On Your Own:

Business Plan Templates

Time to Create

Cost to Create

Insider's Strategy Guide (.docx)

4 Hours


The Executive Summary Worksheet (.docx)

1 hours


Business Overview Worksheet (.docx)

4 Hours


Operations Plan Worksheet (.docx)

4 Hours


Market Analysis Worksheet (.docx)

4 Hours


Products and Services Worksheet (.docx)

2 Hours


Sales and Marketing Worksheet (.docx)

2 Hours


Competitive Analysis Worksheet(.docx)

4 Hours


Management Team Worksheet (.docx)

3 Hours


Financial Plan Worksheet (.docx)

2 Hours


Projected Income Worksheet (.docx)

2 Hours




Coming in July: Content Research and Brainstorming Templates