Skip to content
The first pages of the Business Plan template

Business Plan

Document template for Google Docs and Word

Make a copy in Google Docs
Price
Free
Difficulty
Intermediate
Updated
November 1, 2026

Every page (16)

Overview

A lender or investor reads a business plan in a fixed order: the one-page summary, then the funding request and the cash flow, then the people behind the numbers. This template follows that order across 16 designed pages, from the photo cover and executive summary to company, market, competition, products, marketing, operations, team, financials and the funding request.

It comes complete with sample content for a fictional coffee roaster, Tidewater Coffee Roasters, so every page shows what good looks like: a forecast built from customers and prices rather than market share, a three-year profit and loss and cash flow, ten assumptions with their evidence, a downside table, and a use of funds that adds up. Replace the sample content with your own and delete the guide page.

Useful for

  • A bank loan or small-business lending application
  • An investor, partner or franchisor pitch document
  • A founder's own three-year operating plan, used again once funding is agreed

What's included

  • Photo cover and a contents page with the business at a glance
  • One-page executive summary with the request, three headline figures and four reasons to say yes
  • Company history timeline, ownership and the founders' photo
  • Market size and growth charts, spending by channel and three customer segments
  • Competitor table and a price-against-freshness positioning map
  • Products and pricing with gross margin by line, and a marketing funnel with channel costs
  • Operations flow with capacity figures, plus the team, advisers and hiring plan
  • Three-year profit and loss, cash flow statement and a break-even chart
  • Ten key assumptions with evidence and a downside table for debt service cover
  • Funding request with use of funds, sources, security and repayment, then risks and a 24-month milestone timeline
  • A Make it yours guide with fonts and photo credits

How to use it

  1. 1

    Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.

  2. 2

    Replace the business name, owners, legal form and dates on the cover, page 2 and the footer, and write the executive summary last.

  3. 3

    Rebuild the market and customer pages from your own numbers: customers you can reach, the price each pays and the share you expect in year one.

  4. 4

    Overwrite the financial tables on pages 11 to 13 with your forecast and check that cash at the end of every year stays above zero. Replace the sample charts with live ones using Insert → Chart → From Sheets.

  5. 5

    Rewrite the funding request line by line, delete pages your reader does not need, update the contents page numbers, then share or use File → Download → PDF.

What you need

Requirements

  • A Google account with access to Google Drive

Works with

  • Google Docs
  • Microsoft Word (download the .docx)

Questions

Are the figures real?

No. Tidewater Coffee Roasters, its people and every figure are fictional sample content. Replace them with your own numbers before you share the plan.

Will this work for a bank loan?

Yes. It is organised the way lenders read a plan: the request and repayment capacity up front, then the cash flow, the assumptions behind it and the security offered. Check with your lender whether it wants its own forms as well.

Can I edit the charts and tables?

The tables are normal Google Docs tables. The sample charts are images so they look the same everywhere; replace them with charts linked to Google Sheets (Insert → Chart → From Sheets) so they update with your data.

Who took the photos?

Nathan Dumlao, Vitaly Gariev and Joshua Rodriguez on Unsplash, used under the Unsplash License and credited in the document.

  • #business-plan
  • #funding
  • #loan-application
  • #financial-forecast
  • #startup

More business plan templates

See all 6

Also in Business operations

All business operations templates
Get this template

Preparing your template…