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Lean Business Plan Template

Create a plan that adds value without getting lost in the tiny details. monday.com's Lean Business Plan Template will help you create a streamlined visual that focuses on your business model, schedule, strategy, and tactics.

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Best Business plan document view

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harvest
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surveymonkey
twilio
zendesk
todoist
stripe
shopify
salesforce
pipedrive
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typeform
redash
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outlook
ms teams
jira
linkedin
jotform
hubspot
dropbox
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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 creating a lean
business plan with our template


Use your lean business plan to touch on a few specific elements that gives stakeholders, management, or potential investors a clear idea of customer needs or pain points and how you'll distinguish yourself in the market. With our template, any business can steer the company toward its goals, and track and manage expectations and accountability. Let's check out a few ways our template will get you on track.
Columns

Include key aspects

Use Groups to outline core elements in your business plan, such as competition, milestones, identity, revenue streams, target markets, sales channels, marketing activities, and so on.
Filters

Organize
assets

Use columns to break down core elements into action items or provide additional context. Set deadlines, budgets, financial projections, documents, priority, or whatever else you need.
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.

Lean business plan
template key features

When you create a lean business plan on our template, you'll tap into features that make it easy to track progress and make any necessary pivots or refresh your plan.

  • monday Workdocs Create your business plan on a collaborative document where stakeholders can add input without disrupting your work.
  • Views Get the full picture of your strategy. Choose from views such as Gantt charts, Calendar, Kanban, Table, and others.
  • Progress tracking Easily sort and filter your board to see progress. Then, add that information to a dashboard to display what's important in one place.
  • SEO LP Collumns drag Updated

    Create a flexible, customizable plan with monday.com

    Add any information, data, contacts, documents, people and more to your business plan, while utilizing powerful automations, widgets, dashboards, and more.

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    Frequently Asked Questions

    Questions?
    • One way to write a lean business plan is to start with a template that alows you to include all the necessary elements as well as customize it to your exact needs. When writing a lean business plan, you'll want to:

      1. Define your business
      2. Identify your problem and solution
      3. Define your target market and competition
      4.Develop a market plan
      5. Evaluate your finances
      6. Develop success milestones
      7. Understand which resources you need
    • A lean business emphasises value and minimizes waste. This model focuses on optimizing processes to deliver value to the customer.
    • A lean startup business plan is a short roadmap that specifies the startup's goals and what's needed to reach them. This plan often begins by identifying a problem and solution.