Printable Small Business Plan Template for Owners and Entrepreneurs

A simple and practical business plan template made for small business owners. This printable and editable document helps you plan your goals, understand your market, outline your sales process, and manage finances. Every section has clear questions and answer boxes so you can think, write, and take action with confidence. Use it to bring structure to your ideas and turn them into results.

1. Printable Small Business Plan Template
Created to help you think clearly, plan practically, and move forward with confidence.
How to Use This Template
Print this document or type directly into it. Take your time — you don’t have to complete it all
at once.
Focus on clarity, not perfection. This plan is your guide, not a report for others.
Review it every few months and update what’s changed.
1. Business Snapshot
Business Name:
_____________________________________
Owner(s):
____________________________________________________________________________________________________
Contact Details:
____________________________________________________________________________________________________
Date Created:
____________________________________________________________________________________________________
Mission – Why does your business exist?
____________________________________________________________________________________________________
Vision – Where do you want your business to be in 3–5 years?
____________________________________________________________________________________________________
Values – What principles guide how you do business?
____________________________________________________________________________________________________
Elevator Pitch – In one or two sentences, describe what you do and who you help.

2. ___________________________________________________________________________________________________
Business Model – How do you make money? What do you sell and to whom?
__________________________________________________________________________________________________
2. Business & Ownership Details
Legal Structure: (e.g., sole trader, company, partnership)
___________________________________________________________________________________________________
Year Established:
____________________________________________________________________________________________________
Business Address:
____________________________________________________________________________________________________
Key People: (Name, Role, Short Background)
What inspired you to start this business?

3. What key assets or strengths make your business possible?
3. Market & Competition
Industry Overview: What’s happening in your industry? Are there new trends, risks, or
opportunities?
Target Customers: Who are your ideal customers? Describe them.
____________________________________________________________________________________________________
Customer Needs: What problems are you solving for them?
_____________________________________________________________________________________________________
Competitors: List your top competitors. What do they do well? What can you do better?
Competitor Strengths Weaknesses Your Advantage

4. Your Unique Value: Why do customers choose you over others?
4. Products & Services
Product/Service Name:
Description:
Price:
Benefits for the customer:
Sales Channels (Online, in-person, etc.):
Customer Experience:
New Ideas or Products to Launch:
5. Marketing & Sales Plan
Marketing Goals: What do you want to achieve?

5. Message: How do you describe your business so people understand its value quickly?
Marketing Channels: Where will you promote your business?
Sales Process: How do you move people from interest to purchase?
Retention Strategy: How do you keep customers coming back?
6. Operations & Management
Location & Facilities:
_____________________________________________________________________________________________________
Processes:
_____________________________________________________________________________________________________
Suppliers & Partners:
Technology & Tools:
Team: Who’s on your team now? Who do you need next?

6. 7. Risks & Backup Plans

List a few things that could disrupt your business and how you’ll deal with them.
Risk What Could Happen What You’ll Do
Legal & Compliance: Do you have insurance, licences, or safety requirements to meet?
Exit or Continuity Plan: If something unexpected happens, who can run things temporarily?
8. Financial Plan
Startup or Current Position: How much money did you need (or do you need) to start or
grow?
Revenue Forecast (Next 12 Months):
Month Expected Revenue Notes

7. Main Expenses:
Expense Monthly Cost Notes
Cash Flow Summary:
Profit Forecast:
Funding or Investment (if needed):

8. 9. Goals & Action Plan
Short-Term Goals (Next 3–6 Months):
Goal Action Steps Who’s
Responsible
Deadline
Medium-Term Goals (Next 12 Months):
Goal Action Steps Who’s
Responsible
Deadline

9. Long-Term Goals (2–3 Years):
Goal Action Steps Who’s
Responsible
Deadline
Success Measures:
Review Schedule:
10. Supporting Information
●Attach or link to resumes, product images, licences, testimonials, or anything useful.
Next Step
Building a business is demanding. This plan gives you clarity, but execution requires support
and accountability.

10. If you want help turning this plan into consistent results — contact Evan Goodman, Business
Coach, Sydney.
Visit: www.evangoodman.com | Email: [email protected]