Worksheets
The worksheets below have been categorized to help you organize your work into different business planning areas. Click on any of the topics below to access documents to help you move forward with writing your business plan.
Business Plans
Finance
- Break Even Analysis
This file will help you determine the amount of total sales you will need to make annually to cover all of your bills. Replace the numbers within this worksheet with the year end numbers in your cash flow projections.
- Cashflow Worksheet
This file is for creating a 2-year cash flow. Please contact us if you need help filling this worksheet in.
- Start-Up Costs
This file will be helpful in outlining what you need to start your business, how much these items costs, and ultimately how you will finance your start-up costs (cash, loans, etc).
Personal
- Personal Worksheet
If you are going to work for yourself, you need to know what you need to make in order to pay your bills. How much do you need to pay yourself every month to cover your personal expenses. This form is required for a loan.
- Personal Financial Statement
You will need to complete this form to secure a loan.
Marketing
- Competitive Analysis
This worksheet creates a framework for you to analyze the competition and record findings.
- Marketing Budget
This excel file will help you develop a marketing budget. It will be an important component of your financial projections.
- Marketing Calendar
Use this excel file to plug in your marketing activities by month. For instance, what month will you launch your website. When will you run radio advertisements, what days will you post on your blog and what will the topic be. A solid calendar is a very effective way to manage and measure your marketing activities. It will also help you with developing your marketing budget.
- Product/Service Description
This worksheet will help you walk through describing your product or services and identifying what benefits your products and/or services will offer your customers. This worksheet can be used in conjunction with the competitor analysis worksheet.
Webinar Materials
Links
