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Best Business Plan
Template

Show stakeholders or potential investors why working with you is the right choice. Create your business plan, update your goals, financials, competitive analysis, detail market research, pricing, and more—all on one board.

Use template
Best Business plan Board view

Integrate with your favorite tools

mailchimp
twitter
box
facebook ads
facebook
harvest
jira core
surveymonkey
twilio
zendesk
todoist
stripe
shopify
salesforce
pipedrive
webhooks
typeform
redash
toggl
slack
outlook
ms teams
jira
linkedin
jotform
hubspot
dropbox
google calendar
google drive
github
gmail
gitlab
excel
copper
github
mailchimp
twitter
box
facebook ads
facebook
harvest
jira core
surveymonkey
twilio
zendesk
todoist
stripe
shopify
salesforce
pipedrive
webhooks
typeform
redash
toggl
slack
outlook
ms teams
jira
linkedin
jotform
hubspot
dropbox
google calendar
google drive
github
gmail
gitlab
excel
copper
github

Tips for writing your business plan
with our template


Your business plan is the first step towards reaching your target market and staying successful, but staying organized throughout each stage can be challenging. Our template creates a space where you can strategize for your needs—whether they're more traditional or startup-focused.
Groups

Summarize the plan

Use Groups to differentiate between each component in your business plan, such as a summary group for a vision and goals document and a customer needs outline.
Columns

Organize
assets

Use columns to include timelines for each task, deadlines, budgets, financial projections, documents, initiative status, priority, or whatever else you need to organize your plan.
Updates

Collaborate with ease

Whether you have a few business partners or are looking for some feedback from investors, Updates make it easy to view feedback and turn it into action items.

Business plan template
key features

When you create a business plan with our template, you’ll tap into features that make it easy to identify potential challenges, understand when you'll make a profit, and maintain your momentum.

  • monday Workdocs Create your marketing strategy on a collaborative document where stakeholders can add input without disrupting your work.
  • Views See and manage your business idea from various angles. Choose from views such as Gantt charts, Calendar, Kanban, Table, and others.
  • Filters Easily sort and filter your board to get specific views into progress that you can add into a customizable dashboard.
  • SEO LP Collumns drag Updated

    Lay the groundwork for your business plan with monday.com

    No need for guessing when it comes to laying out your business strategy. Organize all of your assets, involve and communicate directly with stakeholders, and create one source of truth on the Best Business Plan Template from monday.com.

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    Frequently Asked Questions

    Questions?
    • Some of the best business plan templates are:
      • monday.com's Best Business Plan Template
      • My Own Business Institute's Comprehensive Plan Template
      • BizGym Funding Plan Templates
      • The Balance's Business Plan Template
      • Plan Buildr's Step-By-Step Plan
    • While plans can vary according to your business, in general, most plans include theses 7 steps:
        1. Executive Summary
        2. Company Description
        3. Products and Services
        4. Market analysis
        5. Strategy and Implementation
        6. Organization and Management Team
        7. Financial plan and projections
    • You can make a simple business plan template by following steps such as creating an executive summary, adding a company overview, providing the problem and solution, and so on. Or for a foolproof template, you can use the free Business Plan Template from monday.com.