Templates

This is a spreadsheet that can yield an excellent 3 year cash flow projection, an important tool for managing your business or preparing a business plan.

This cash flow template can be easily modified to fit your business and is useful in testing through "what if" scenarios. This tool will help prepare you for understanding and developing your business or for shaping your business plan.

This is a spreadsheet that can yield an excellent 12 month cash flow projection, an important tool for managing your business or preparing a business plan.

This cash flow template can be easily modified to fit your business and is useful in testing through "what if" scenarios. This tool will help prepare you for understanding and developing your business or for shaping your business plan. 

Outline for a Start-up Business Plan

Use this template to schedule and organize your marketing activities.

A marketing calendar can help you plan and track your marketing efforts. Once you've created your marketing plan, use this spreadsheet to schedule marketing activities throughout the year. You can also use this sheet to track metrics and performance. Review this at the end of the year to assess areas of strength and opportunities for growth.

These tools can be your first step towards small business success.

Find business planning, finance, sales, marketing, and management templates & guides then get advice from a SCORE mentor for one-on-one assistance along the way.

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About the Author

Special thanks to the Seattle SCORE chapter, East Central Ohio chapter and other SCORE mentors for developing these user-friendly planning templates.

This business plan template is a generic model suitable for all types of established business. However, you should modify it to suit your particular circumstances.

Business Plan Elements

This spreadsheet is to help you create your own Profit & Loss statement.  You can change the line item names and insert your own numbers.  The numbers are automatically calculated for the time period and for the year per line item.

The spreadsheet attached can be downloaded and you can fill in the numbers and change the names of each line item.  

Each time period will automatically calculate the revenue and expenses.  Each line item will be automatically totaled yearly.

The spreadsheet format is Excel 95 which is upward compatible to any version of Excel that you have or Open Office.

About the Author

Timothy Duke , Chair of Marion/Grant County Chapter 0550

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CF Template - Retail

CF Template - Manufacturing with Receivables

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