Free One-Page Business Plan Templates | Smartsheet (2024)

One-Page Business Plan Template

Free One-Page Business Plan Templates | Smartsheet (1)

Download One-Page Business Plan Template

Excel| Word|PDF | Smartsheet

Use this one-page business plan template — designed to be simple, organized, and easy to use — to immediately get started on your plan. Write down your thoughts and key ideas as you decide if your business concept is viable, and adjust it as circ*mstances change. You can also use this template as a basis to build a more detailed and elaborate plan.

One-Page Business Plan for a Service Business Template

Free One-Page Business Plan Templates | Smartsheet (2)

Download One-Page Business Plan for a Service Business Template

Excel | Word | PDF

This business plan template is designed specifically for businesses that provide a service. The one-page plan provides space to list the essential information about your strategy, including the service you offer, the problem you are solving for customers, your mission and vision statements, target audience, staffing requirements, key objectives, and much more. This template also includes a timeline at the bottom for you to add key milestones.

One-Page Business Plan for a Product Business Template

Free One-Page Business Plan Templates | Smartsheet (3)

Download One-Page Business Plan for a Product Business Template

Excel | Word | PDF

Use this one-page template to develop a strategic roadmap for your organization’s product offerings. This template provides space for you to include a business overview, a description of your target market, your competitive advantage, a list of marketing channels and materials you plan to utilize, as well as your pricing strategy, distribution channels, and success metrics. You can also use the visual timeline of milestones at the bottom to enter key dates and events.

One-Page Business Plan for Real Estate Agents Template

Download One-Page Business Plan for Real Estate Agents Template

Excel | Word | PDF

This one-page business plan template is created for real estate agents to set objectives and put together an action plan. Enter your overarching goal at the top of the template, and establish three high-level activities you need to complete to achieve the goal. The template also includes a strategic action plan that breaks down each high-level activity into tasks and deadlines, with an accompanying visual timeline to ensure you stay on track.

One-Page Business Plan for Nonprofit Organization Template

Free One-Page Business Plan Templates | Smartsheet (5)

Download One-Page Business Plan for Nonprofit Organization Template

Excel | Word | PDF

This one-page business plan is designed for a nonprofit organization, with space to detail your mission, vision, and purpose statements, as well as who you serve, the problem(s) you solve, and programs and resources you offer. Additionally, the template includes space to detail your financial plan, marketing activities, costs, and more.

One-Page Business Plan for Startup Template

Free One-Page Business Plan Templates | Smartsheet (6)

Download One-Page Business Plan for Startup Template

Excel | Word | PDF

This one-page business plan template is intended for an entrepreneur or a small startup business to document a plan as they determine if an idea is feasible. This template provides space to describe the problem and solution, the product or service, the target customer, existing alternatives, the unique value proposition, a marketing and sales plan, success metrics, and other information. You’ll also find room to detail sources of funding and how the funds will be used.

One-Page Business Plan for Small Business Template

Free One-Page Business Plan Templates | Smartsheet (7)

Download One-Page Business Plan for Small Business

Excel | Word | PDF

Use this one-page small business plan template to outline the essential aspects of your business strategy. Provide details on your organization’s vision, mission, product or service offering, and management team. Then identify the target audience, market size, competitor offerings, and your competitive advantage. This plan also includes room to detail your marketing and sales strategy, key objectives, and financial plan.

One-Page Lean Business Plan Template

Free One-Page Business Plan Templates | Smartsheet (8)

Download One-Page Lean Business Plan Template

Excel | Word | PDF

This one-page template uses a Lean approach to develop your business plan. Use this customizable template to detail the crucial elements of your strategy, including a brief business and industry overview, your product or service offering, options from your competitors, and your competitive advantage. Plus, this template includes room to detail your marketing plan, success metrics, financial plan, and a visual timeline of milestones.

One-Page Business Planning Template with Timeline

Free One-Page Business Plan Templates | Smartsheet (9)

Download One-Page Business Planning Template with Timeline

Excel | Smartsheet

Use this business planning template to organize and schedule key activities for your business. Fill in the cells according to the due dates, and color-code the cells by phase, owner, or category to provide a visual timeline of progress.

One-Page Business Plan Example

Free One-Page Business Plan Templates | Smartsheet (10)

This one-page business plan covers all the essential elements and offers a visually appealing presentation. Information for each aspect of the plan is concise, with details about the business mission, management team, product offerings, key marketing activities, competitors, and financial projections. This plan also provides links to additional resources so that stakeholders can easily find information to support the specifics of the plan.

How to Write a One-Page Business Plan (with Sample Outline)

A one-page business plan takes a standard business plan and extracts the fundamental aspects, then condenses the essential information down to one page. To determine the key elements to emphasize in your one-page plan, consider the type of business you operate, as well as the financial (and other resources) needs of your business.

To streamline your business plan into a one-page document, follow the steps below.

  • Create a simple outline for your plan using bullet points.

    Below, you’ll find an example of an outline for a one-page business plan. You can add or remove sections according to the needs of your business.

  • Plan Summary
    • Business mission
    • Problem you are solving
    • Funds needed (if applicable)
  • Offerings
    • Product or service positioning statement
    • Unique value proposition
  • Market Analysis
    • Target customers
    • Market size
    • SWOT analysis
  • Competitive Analysis
    • Direct competitors
    • Existing alternatives
    • Competitive advantage
  • Marketing and Sales Plan
    • Key marketing strategy (e.g., channel or method that will yield the best results)
    • Key sales strategy
  • Operations Plan
    • Specialized equipment or facilities
    • Staffing requirements (e.g., key personnel, skills, and training needs)
    • Distribution method
  • Financial Plan
    • Sales projection
    • Profit and loss projection
  • Gather all your findings on your business and industry.

Compile all the current information you have gleaned from market research, interviews, surveys, and various teams in your business (e.g., the marketing and finance teams). Comb through each document and extract the information that is fundamental to your business’s operation and relevant to the bullet points on your outline.

  • Write two to three brief sentences for each main bullet point.

Once you create your outline and gather information, write two to three sentences for each main bullet point that expands on and summarizes the sub-bullet points for that section. For example, the plan summary section could say the following:

Donny’s Food Truck will offer a variety of fresh food at an affordable price in a convenient location. Increased traffic in the Hungry Town area, combined with severely limited dining options, provides an opportunity to offer customers a quick, nutritious meal at a competitive price. A food truck with the necessary equipment has already been acquired, so we are seeking $200,000 to cover wages, emergency repairs, and licenses needed to fund our first year of operations.

  • Ensure you are able to support all the information provided in your plan.

Since a one-page plan omits many of the details provided in a traditional business plan, be sure you have market research and other supporting documentation on hand to show stakeholders in case they have questions as they review your plan. In addition, make sure you thoroughly understand the supporting information and know how to restate it in your own words before you disburse the plan.

  • Ensure your plan answers all the vital questions.

At a minimum, an effective one-page business plan should answer the following questions:

  • What product or service do we offer?
  • Who will use the product or service?
  • What problem does our offering solve?
  • How will the product or service get to our customers?
  • What alternatives do our customers use, and why are we superior?
  • What is our unique value proposition?
  • What strengths and opportunities can we use to our advantage?
  • What resources do we need to get up and running?
  • What will our sales look like for the first few years?
  • When do we expect to be profitable?

In addition to the steps provided above, you can save time and get started on your plan by downloading one of the templates provided on this page. You can also check out “Free Executive Summary Templates,” which can serve the same purpose as a one-page business plan.

Benefits of a One-Page Business Plan

Organizations and stakeholders can unite behind a strategic direction when they have a business plan in place. Developing a traditional business plan can be a daunting task, so many entrepreneurs, small startups, graphic designers, freelancers, and consultants find a one-page business plan a less intimidating place to start.

Creating a one-page business plan benefits your organization in the following ways:

  • Push you to prioritize and focus on key ideas.
  • Enable your audience to quickly scan and grasp the core concepts of your plan.
  • Allow you to easily share and pitch your business idea to prospective investors and stakeholders (e.g., email attachment, single piece of paper).
  • Accelerate business setup, especially businesses that don’t need a loan or investment to get going.
  • Provide a solid starting point to expand upon at a later time.
  • Enable you to document your thoughts and ideas to see if you have a feasible plan.

Tips for Creating a One-Page Business Plan

Now that you know how to create a one-page plan and the benefits in doing so, here are some tips to get you started:

  • Set a time limit (up to one hour) to focus and work on your plan.
  • Use a one-page business plan template (you can choose from the options above), or refer to the sample outline provided on this page.
  • Ensure your plan details only the core aspects that are fundamental to running and operating your business.
  • Remember that this is a living document — continue to revisit and adjust it as strategies and objectives change.
  • Expand on your plan as your business size and needs grow.

When the time comes that you need more space to lay out your goals and strategies, choose from our variety of free simple business plan templates. You can learn how to write a successful simplebusiness plan here.

Visit this free non-profit business plan template roundupor download afill-in-the-blank business plan templateto make things easy.If you are looking for a business plantemplate by file type, visit our pages dedicated specificallytoMicrosoft Excel,Microsoft Word, andAdobe PDFbusiness plan templates.Read our articles offeringstartup business plantemplatesorfree 30-60-90-day business plan templatesto find more tailored options.

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Free One-Page Business Plan Templates | Smartsheet (2024)

FAQs

Is a one page business plan enough? ›

For some businesses, a simple plan written on only one page might be enough. Especially if you're just using it internally and don't need to share lots of details with outsiders. For other businesses, especially those trying to get loans and investments, they'll need to provide more details in a larger business plan.

Is there a business plan template in Word? ›

Download the business plan template - Word format - and use the questions, tables, and suggested content to build your unique plan. You'll find all the key elements of a traditional business plan, plus a section specifically for startups using the business plan to attract investment.

Which tool is used as one-page business plan? ›

An effective business plan is key for outlining your goals and developing your business strategy. It can also be a critical tool for securing funding from investors and spotting potential problems before they occur.

How long should it take to complete a business plan? ›

How long does it take to write a business plan? You can write a simple, one-page business plan in as little as 30 minutes. A detailed business plan may take a few days to complete, depending on how much research you need to do.

How to write a simple single business plan? ›

We've broken it down by section to help you build your plan step by step.
  1. Draft an executive summary. ...
  2. Write a company description. ...
  3. Perform a market analysis. ...
  4. Outline the management and organization. ...
  5. List your products and services. ...
  6. Perform customer segmentation. ...
  7. Define a marketing plan.

What are the elements of a one-page business plan? ›

The 7 Components of a One-Page Business Plan
  • Business objectives.
  • Competitive analysis.
  • Target market.
  • Business structure.
  • Products and services.
  • Marketing plan.
  • Financial analysis.
Dec 14, 2021

How do I create a business page for beginners? ›

To create a Page:
  1. From the Pages section, click Create new Page.
  2. Add your Page name and category.
  3. Add your Page's bio and click Create.
  4. (Optional) Add information, such as Contact, Location and Hours, and click Next.
  5. (Optional) Add profile and cover photos, and edit the action button, and click Next.

Does Word have free templates? ›

You can download free, pre-built document templates with useful and creative themes from Office when you click File > New in your Office app. Templates can include calendars, business cards, letters, cards, brochures, newsletters, resumes, cover letters, presentations, social media and much more.

What is the best Word font for a business plan? ›

Recommended serif fonts include Cambria, Georgia, and Times New Roman. Sans serif fonts don't have small strokes attached to their letters, giving them a cleaner and more modern style. Some recommended sans serif fonts include Arial, Calibri, and Verdana.

Can I write a business plan myself? ›

While you can easily learn how to write a business plan yourself, you will still benefit from having someone else read through your plan and you may still need outside assistance, such as a CPA to create your financial documents and/or a market research firm to develop statistics about your markets.

What are the 3 C's of a business plan? ›

The purpose of this article is to provide you with a quick summary of the three C's of a good business plan. These three C's include: (1) having a concept of what your business is all about; (2) identifying who your customer or client will be; and (3) figuring out how the cash flow in your business will actually work.

How to create a business plan for beginners? ›

Here are the main sections of a traditional business plan that you should include:
  1. Executive summary. ...
  2. Company description. ...
  3. Market research and competitive analysis. ...
  4. Company structure and operations. ...
  5. Your service and product line. ...
  6. Sales and marketing plan. ...
  7. Your ask. ...
  8. Financial projections.

How many pages should a business plan be? ›

Typically 15-20 pages long, a business plan is a document that explains what your business does, what you want to achieve in the business and the strategy you plan to use to get there. It details the opportunities you are going after, what resources you will need to achieve your goals and how you will define success.

What is the purpose of a one page business plan? ›

A one-page business plan template is a document that outlines a business's strategies and goals. A one-page business plan template helps you map out what elements are the most important to include and how you'll organize them to make the most sense to the audience.

Can a business plan be 2 pages? ›

“A business plan needs to be short enough that you'll actually read it,” says Ryle. “Get that plan from a thick document down to two pages. And those pages should sit on your desk every single minute of every single day so you can refer to it and use it.”

Can a business proposal be one page? ›

A successful one-page business proposal is concise, clearly outlines the value proposition, and addresses the client's needs. It should include key details like objectives, solutions, and a call to action, all while being visually appealing.

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