business plan templates free download

Business Plan Templates

Free Download

2 Essential Templates For Starting Your Business. Available as an interactive PDF or a Google Docs template.

With this business plan template, you'll be able to:

• Write a company description that sells your story
• Plan for the future: lay out goals and metrics for success
• Describe your product line in detail and plan for how to stand out from competitors
• Consider any legal formalities that require attention when starting your business
• Put together necessary financial projections to make a strong start
• Create your buyer persona and determine your product/marketing fit

Build A Business Plan That Works

Available as a one-page interactive PDF and a full template on both Google Docs and Microsoft Word!

Whether you’re starting a business or drafting a formalized document with  your current business goals, it’s important to clearly defi ne the scope of all aspects of the venture — from mission, to target customers, to fi nances, and beyond.

When just starting out, it can be tempting to think of a business plan as simply your company’s name and a description of your product or service. But in reality, planning a business involves thinking through a lot more details.

In this business plan template we’ll guide you through the steps of writing company and product descriptions, setting sales and marketing goals and plans, and thinking through legal and fi nancial logistics. We've included a  plain text, designed , and  completed example version of this template. 

Frequently Asked Questions (FAQs)

How do you write a business plan.

A business plan is a formal written document that you can use to identify the purpose of your company, make important decisions about your future and help grow your company. HubSpot's free business plan templates provides guidance to establishing your company mission, customer research, competition, and a business strategy to profitability.

Why do I need to fill out the information requested?

We will always keep your personal information safe..

We ask for your information in exchange for a valuable resource in order to (a) improve your browsing experience by personalizing the HubSpot site to your needs; (b) send information to you that we think may be of interest to you by email or other means; (c) send you marketing communications that we think may be of value to you. You can read more about our privacy policy here .

Where can I get a free business plan template?

HubSpot's Free Business Plan Templates are the best way to create a professional, thorough business plan. The templates include instructions and everything you need to know about starting your company.

Is this really free?

Absolutely.

Just sharing some free knowledge that we hope you’ll find useful. Keep us in mind next time you have marketing questions!

What are the basic format of a business plan?

A business plan is a written document that outlines the company's goals, strategy and implementation. The format of the plan varies depending on the type of organization (e.g., for-profit or nonprofit) and size, but most plans share some common features such as an overview, executive summary, and financial information.

What is the best business plan template?

A great business plan template clearly defines the scope of the venture -- from mission, to target customers, to finances, and beyond. HubSpot's business plan template will guide you through the steps of writing company and product descriptions, setting sales and marketing goals and plans, and thinking through legal and financial logistics.

What is needed to start a business?

If you're thinking about starting a business, you'll need to do some research first. You can't just start a business without doing any market research. Market research will tell you if there's an opportunity to turn your idea into a successful business. After that, write your business plan so that you know how much money and time it will take for the project to succeed. Use HubSpot's free business plan template today!

Set yourself up for success with this business plan template

Download the free business plan template.

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• Strategic planning |
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Business plan template

If you’re looking for a way to start your business off on the right foot, a business plan template can help you establish the foundation for your strategy. Get started in a few clicks with Asana’s free business plan template.

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You’re pumped—you just thought of the greatest business idea ever. You want to get started, but you don’t have a plan laid out. You need a loan to get your idea off the ground, and the bank wants to see an in-depth business plan. We’re here to help.

What is a business plan template?

A business plan template is a framework that helps you solidify your ideas in an organized format. Our free business plan template walks you through how to create a new business from scratch, or re-imagine your existing business in a new market.

What components are included in a business plan template?

Our business plan template covers what an organization wants to achieve within three to five years. By using our template, you’ll have a place to capture all of the major information you need in order to complete your business plan. That includes:

Company description : Information like your executive summary , your company’s mission statement and vision, and your founder’s bio. 

Product and services: A high-level overview of what your company provides, including core products or services. This may also include how your product is developed, any potential screenshots or prototypes of your product, and pricing plans.

Marketing plan: How you plan to bring your product into market at a high level. You can add information like a SWOT analysis , target market research, and brand positioning in this section.

Financial plan: Important financial information such as balance sheets, a break-even analysis, and your cash flow projections. 

Management and organization information: Information on your company’s founders, executive team, and the board of directors.

How to use our free business plan template

Using Asana’s free business plan template is simple. Start by creating a new project with our free template. From there, add relevant information for your specific business plan in the sections provided in our template. If there’s more information you want to include in your business plan, you’re free to add sections, custom fields, or additional tasks to make this template fit your needs.

Integrated features

Goals . Goals in Asana directly connect to the work you’re doing to hit them, making it easy for team members to see what they’re working towards. More often than not, our goals live separate from the work that goes into achieving them. By connecting your team and company goals to the work that supports them, team members have real-time insight and clarity into how their work directly contributes to your team—and company—success. As a result, team members can make better decisions. If necessary, they can identify the projects that support the company’s strategy and prioritize work that delivers measurable results. 

Reporting . Reporting in Asana translates project data into visual charts and digestible graphs. By reporting on work where work lives, you can reduce duplicative work and cut down on unnecessary app switching. And, because all of your team’s work is already in Asana, you can pull data from any project or team to get an accurate picture of what’s happening in one place.

Milestones . Milestones represent important project checkpoints. By setting milestones throughout your project, you can let your team members and project stakeholders know how you’re pacing towards your goal. Use milestones as a chance to celebrate the little wins on the path towards the big project goal. 

Project Overview . Project Overview is your one-stop-shop for all important project context. Give your team a bird’s-eye view of the what, why, and how of your project work. Add a project description to set the tone for how you’ll work together in Asana. Then, share any important resources and context—like meeting details, communication channels, and project briefs—in one place.

Microsoft Teams . With the Microsoft Teams + Asana integration, you can search for and share the information you need without leaving Teams. Easily connect your Teams conversations to actionable items in Asana. Plus, create, assign, and view tasks during a Teams Meeting without needing to switch to your browser.

Slack . Turn ideas, work requests, and action items from Slack into trackable tasks and comments in Asana. Go from quick questions and action items to tasks with assignees and due dates. Easily capture work so requests and to-dos don’t get lost in Slack. 

Google Workplace . Attach files directly to tasks in Asana with the Google Workplace file chooser, which is built into the Asana task pane. Easily attach any My Drive file with just a few clicks.

Gmail . With the Asana for Gmail integration, you can create Asana tasks directly from your Gmail inbox. Any tasks you create from Gmail will automatically include the context from your email, so you never miss a beat. Need to refer to an Asana task while composing an email? Instead of opening Asana, use the Asana for Gmail add-on to simply search for that task directly from your Gmail inbox. 

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Instead of taking the time to create a business plan from scratch, start the process off with Asana’s free template.To further customize your template, add evergreen information about your specific business, such as your business model, company name, address, mission statement, value proposition, or target audience. Adding these details to your template lets you avoid documenting this information from scratch every time you create a new business plan.

What components should I include in a business plan template?

Business plan templates typically contain five main sections: a company description, products and services, a marketing plan, basic management and organization information, and your current financial plan.

How long should my business plan be?

Short answer—as long as you need it to be. The long answer is that your business plan should have the answers to specific questions on how your business is run, from the perspective of an investor. The goal of a business plan is to highlight your business strategy for the next three to five years. This means any important operational, financial, and strategic information should be included. 

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Powerful business plan templates

Plan for the future, no matter what your business plans are or the size of your business with these designs and templates. whether it's just one big project or an entire organization's worth of dreams, these templates will keep you and your company on track from ideation to completion..

Put your ideas to work with simple templates for every business plan

Every successful business took a lot of planning to get there, and these templates will be cornerstones of your future success. Whether you're looking to attract new business, pitch your services or reimagine your company, with these simple, customizable templates at your fingertips you can turn complexity into something tangible. These templates can become marketing assets or simply remain internal touchpoints for your team. And as your dreams change, you'll always have this template to refer to – it's easy to change what exists on paper. If you're a small business, focusing on your niche can help you dominate in your field, and you can forge a plan to figure out exactly what that niche might be and how to target your ideal customer . When it's time to share your vision with stakeholders, craft a presentation that outlines your plan succinctly and with style. Let these templates from Microsoft Designer be your partner in business strategy for years to come.

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10 Free Business Plan Templates in Word, Excel, & ClickUp

Praburam Srinivasan

Growth Marketing Manager

February 13, 2024

Turning your vision into a clear and coherent business plan can be confusing and tough. 

Hours of brainstorming and facing an intimidating blank page can raise more questions than answers. Are you covering everything? What should go where? How do you keep each section thorough but brief?

If these questions have kept you up at night and slowed your progress, know you’re not alone. That’s why we’ve put together the top 10 business plan templates in Word, Excel, and ClickUp—to provide answers, clarity, and a structured framework to work with. This way, you’re sure to capture all the relevant information without wasting time. 

And the best part? Business planning becomes a little less “ugh!” and a lot more “aha!” 🤩

What is a Business Plan Template?

What makes a good business plan template, 1. clickup business plan template, 2. clickup sales plan template, 3. clickup business development action plan template, 4. clickup business roadmap template, 5. clickup business continuity plan template, 6. clickup lean business plan template, 7. clickup small business action plan template, 8. clickup strategic business roadmap template , 9. microsoft word business plan template by microsoft, 10. excel business plan template by vertex42.

A business plan template is a structured framework for entrepreneurs and business executives who want to create business plans. It comes with pre-arranged sections and headings that cover key elements like the executive summary , business overview, target customers, unique value proposition, marketing plans, and financial statements.  

A good business plan template helps with thorough planning, clear documentation, and practical implementation. Here’s what to look for:

• Comprehensive structure: A good template comes with all the relevant sections to outline a business strategy, such as executive summary, market research and analysis, and financial projections 
• Clarity and guidance: A good template is easy to follow. It has brief instructions or prompts for each section, guiding you to think deeply about your business and ensuring you don’t skip important details
• Clean design: Aesthetics matter. Choose a template that’s not just functional but also professionally designed. This ensures your plan is presentable to stakeholders, partners, and potential investors
• Flexibility : Your template should easily accommodate changes without hassle, like adding or removing sections, changing content and style, and rearranging parts 🛠️ 

While a template provides the structure, it’s the information you feed it that brings it to life. These pointers will help you pick a template that aligns with your business needs and clearly showcases your vision.

10 Business Plan Templates to Use in 2024

Preparing for business success in 2024 (and beyond) requires a comprehensive and organized business plan. We’ve handpicked the best templates to help you guide your team, attract investors, and secure funding. Let’s check them out.

If you’re looking to replace a traditional business plan document, then ClickUp’s Business Plan Template is for you!

This one-page business plan template, designed in ClickUp Docs , is neatly broken down into the following sections:

• Company description : Overview, mission, vision, and team
• Market analysis : Problem, solution, target market, competition, and competitive advantage
• Sales and marketing strategy : Products/services and marketing channels
• Operational plan : Location and facilities, equipment and tools, manpower, and financial forecasts
• Milestones and metrics: Targets and KPIs

Customize the template with your company logo and contact details, and easily navigate to different sections using the collapsible table of contents. The mini prompts under each section guide you on what to include—with suggestions on how to present the data (e.g., bullet lists, pictures, charts, and tables). 

You can share the document with anyone via URL and collaborate in real time. And when the business plan is ready, you have the option to print it or export it to PDF, HTML, or Markdown.

But that’s not all. This template is equipped with basic and enterprise project management features to streamline the business plan creation process . The Topics List view has a list of all the different sections and subsections of the template and allows you to assign it to a team member, set a due date, and attach relevant documents and references.

Switch from List to Board view to track and update task statuses according to the following: To Do, In Progress, Needs Revision, and Complete. 

This template is a comprehensive toolkit for documenting the different sections of your business plan and streamlining the creation process to ensure it’s completed on time. 🗓️

If you’re looking for a tool to kickstart or update your sales plan, ClickUp’s Sales Plan Template has got you covered. This sales plan template features a project summary list with tasks to help you craft a comprehensive and effective sales strategy. Some of these tasks include:

• Determine sales objectives and goals
• Draft positioning statement
• Perform competitive analysis
• Draft ideal customer persona
• Create a lead generation strategy

Assign each task to a specific individual or team, set priority levels , and add due dates. Specify what section of the sales plan each task belongs to (e.g., executive summary, revenue goals, team structure, etc.), deliverable type (such as document, task, or meeting), and approval state (like pending, needs revisions, and approved).

And in ClickUp style, you can switch to multiple views: List for a list of all tasks, Board for visual task management, Timeline for an overview of task durations, and Gantt to get a view of task dependencies. 

This simple business plan template is perfect for any type of business looking to create a winning sales strategy while clarifying team roles and keeping tasks organized. ✨

Thinking about scaling your business’s reach and operations but unsure where or how to start? It can be overwhelming, no doubt—you need a clear vision, measurable goals, and an actionable plan that every member of your team can rally behind. 

Thankfully, ClickUp’s Business Development Action Plan Template is designed to use automations to simplify this process so every step toward your business growth is clear, trackable, and actionable.

Start by assessing your current situation and deciding on your main growth goal. Are you aiming to increase revenue, tap into new markets, or introduce new products or services? With ClickUp Whiteboards or Docs, brainstorm and collaborate with your team on this decision.

Set and track your short- and long-term growth goals with ClickUp’s Goals , break them down into smaller targets, and assign these targets to team members, complete with due dates. Add these targets to a new ClickUp Dashboard to track real-time progress and celebrate small wins. 🎉

Whether you’re a startup or small business owner looking to hit your next major milestone or an established business exploring new avenues, this template keeps your team aligned, engaged, and informed every step of the way.

ClickUp’s Business Roadmap Template is your go-to for mapping out major strategies and initiatives in areas like revenue growth, brand awareness, community engagement, and customer satisfaction. 

Use the List view to populate tasks under each initiative. With Custom Fields, you can capture which business category (e.g., Product, Operations, Sales & Marketing, etc.) tasks fall under and which quarter they’re slated for. You can also link to relevant documents and resources and evaluate tasks by effort and impact to ensure the most critical tasks get the attention they deserve. 👀

Depending on your focus, this template provides different views to show just what you need. For example, the All Initiatives per Quarter view lets you focus on what’s ahead by seeing tasks that need completion within a specific quarter. This ensures timely execution and helps in aligning resources effectively for the short term.

This template is ideal for business executives and management teams who need to coordinate multiple short- and long-term initiatives and business strategies.

In business, unexpected threats to operations can arise at any moment. Whether it’s economic turbulence, a global health crisis, or supply chain interruptions, every company needs to be ready. ClickUp’s Business Continuity Plan Template lets you prepare proactively for these unforeseen challenges.

The template organizes tasks into three main categories:

• Priorities: Tasks that need immediate attention
• Continuity coverage: Tasks that must continue despite challenges
• Guiding principles: Resources and protocols to ensure smooth operations

The Board view makes it easy to visualize all the tasks under each of these categories. And the Priorities List sorts tasks by those that are overdue, the upcoming ones, and then the ones due later.

In times of uncertainty, being prepared is your best strategy. This template helps your business not just survive but thrive in challenging situations, keeping your customers, employees, and investors satisfied. 🤝

Looking to execute your business plan the “lean” way? Use ClickUp’s Lean Business Plan Template . It’s designed to help you optimize resource usage and cut unnecessary steps—giving you better results with less effort.

In the Plan Summary List view, list all the tasks that need to get done. Add specific details like who’s doing each task, when it’s due, and which part of the Business Model Canvas (BMC) it falls under. The By Priority view sorts this list based on priorities like Urgent, High, Normal, and Low. This makes it easy to spot the most important tasks and tackle them first.

Additionally, the Board view gives you an overview of task progression from start to finish. And the BMC view rearranges these tasks based on the various BMC components. 

Each task can further be broken down into subtasks and multiple checklists to ensure all related action items are executed. ✔️

This template is an invaluable resource for startups and large enterprises looking to maximize process efficiencies and results in a streamlined and cost-effective way.

The Small Business Action Plan Template by ClickUp is tailor-made for small businesses looking to transform their business ideas and goals into actionable steps and, eventually, into reality. 

It provides a simple and organized framework for creating, assigning, prioritizing, and tracking tasks. And in effect, it ensures that goals are not just set but achieved. Through the native dashboard and goal-setting features, you can monitor task progress and how they move you closer to achieving your goals.

Thanks to ClickUp’s robust communication features like chat, comments, and @mentions, it’s easy to get every team member on the same page and quickly address questions or concerns.

Use this action plan template to hit your business goals by streamlining your internal processes and aligning team efforts.

For larger businesses and scaling enterprises, getting different departments to work together toward a big goal can be challenging. The ClickUp Strategic Business Roadmap Template makes it easier by giving you a clear plan to follow.

This template is packaged in a folder and split into different lists for each department in your business, like Sales, Product, Marketing, and Enablement. This way, every team can focus on their tasks while collectively contributing to the bigger goal.

There are multiple viewing options available for team members. These include:

• Progress Board: Visualize tasks that are on track, those at risk, and those behind
• Gantt view: Get an overview of project timelines and dependencies
• Team view: See what each team member is working on so you can balance workloads for maximum productivity

While this template may feel overwhelming at first, the getting started guide offers a step-by-step breakdown to help you navigate it with ease. And like all ClickUp templates, you can easily customize it to suit your business needs and preferences.

Microsoft’s 20-page traditional business plan template simplifies the process of drafting comprehensive business plans. It’s made up of different sections, including:

• Executive summary : Highlights, objectives, mission statement, and keys to success
• Description of business: Company ownership and legal structure, hours of operation, products and services, suppliers, financial plans, etc.
• Marketing: Market analysis, market segmentation, competition, and pricing
• Appendix: Start-up expenses, cash flow statements, income statements, sales forecast, milestones, break-even analysis, etc.

The table of contents makes it easy to move to different sections of the document. And the text placeholders under each section provide clarity on the specific details required—making the process easier for users who may not be familiar with certain business terminology.

No business template roundup is complete without an Excel template. This business plan template lets you work on your business financials in Excel. It comes with customizable tables, formulas, and charts to help you look at the following areas:

• Highlight charts
• Market analysis
• Start-up assets and expenses
• Sales forecasts
• Profit and loss
• Balance sheet
• Cash flow projections
• Break-even analysis

This Excel template is especially useful when you want to create a clear and visual financial section for your business plan document—an essential element for attracting investors and lenders. However, there might be a steep learning curve to using this template if you’re not familiar with business financial planning and using Excel.

Try a Free Business Plan Template in ClickUp

Launching and running a successful business requires a well-thought-out and carefully crafted business plan. However, the business planning process doesn’t have to be complicated, boring, or take up too much time. Use any of the above 10 free business plan formats to simplify and speed up the process.

ClickUp templates go beyond offering a solid foundation to build your business plans. They come with extensive project management features to turn your vision into reality. And that’s not all— ClickUp’s template library offers over 1,000 additional templates to help manage various aspects of your business, from decision-making to product development to resource management .

Sign up for ClickUp’s Free Forever Plan today to fast-track your business’s growth! 🏆

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Esthetician Business Plan

Crafting an Esthetician Business Plan is crucial for success. Download Carepatron's free PDF to guide you in creating your own professional business plan.

By Wynona Jugueta on Apr 18, 2024.

Fact Checked by Nate Lacson.

What is an esthetician?

An esthetician is a trained professional specializing in skincare, beauty treatments, and various cosmetic procedures. These professionals work in a variety of settings, from spas and salons to medical offices and wellness centers. They are experts in improving and maintaining the health and appearance of the skin through treatments such as facials, chemical peels, waxing, and microdermabrasion.

In the realm of spa business, estheticians play a pivotal role as they are often the primary point of contact for clients seeking skincare solutions. Their expertise goes beyond providing treatments; they also serve as educators, guiding clients on proper skincare routines and recommending products tailored to their needs.

Having a well-thought-out business plan is crucial for an esthetician's business. This plan acts as a roadmap, outlining goals, strategies, and financial projections to ensure the business's success and sustainability. An esthetician business planner helps organize key aspects such as marketing strategies, service offerings, and budgeting, facilitating smooth operations and growth.

Moreover, estheticians may also create and sell physical products, such as skincare formulations or beauty tools, to complement their services and expand their revenue streams. Understanding the needs and preferences of their clients is essential for developing products that resonate with their target audience.

Printable Esthetician Business Plan

Download this Printable Esthetician Business Plan to guide strategic planning and growth initiatives, ensuring success and sustainability in esthetician practice for healthcare professionals.

What makes a successful esthetician business?

Running a successful esthetician business involves a combination of factors contributing to its growth, profitability, and reputation. From providing exceptional service to effective marketing strategies, several key elements are vital in determining its success.

1. Exceptional service

Providing high-quality service is paramount for any esthetician business. Clients expect professionalism, expertise, and personalized care when they visit an esthetician. Ensuring client satisfaction through effective communication, tailored treatments, and attention to detail is essential for building a loyal clientele.

2. Effective marketing strategies

A successful esthetician business planner understands the importance of marketing in attracting and retaining clients. Utilizing various channels such as social media, email marketing, and networking events can help raise awareness and attract new clients. Creating compelling advertising campaigns highlighting unique services can also drive sales and increase profitability.

3. Strategic pricing

Pricing services appropriately is crucial for profitability and competitiveness in the market. Estheticians need to conduct thorough market research to determine pricing strategies that balance affordability for clients while generating profit for the business. Offering packages or promotions can also incentivize clients to book additional services.

4. Efficient operations

Efficiently managing day-to-day operations is essential for the smooth functioning of an esthetician business. A business planner can help entrepreneurs organize schedules, track appointments, and manage inventory effectively. Streamlining administrative tasks allows estheticians to focus on delivering exceptional service to clients.

5. Diversified revenue streams

Successful esthetician businesses often explore additional revenue streams beyond traditional services. This may include selling a physical product line (skincare, grooming, accessories, etc.), offering makeup application services, or providing private consultations. Diversifying revenue streams can help protect against fluctuations in demand and increase overall profitability.

6. Financial management

Proper financial management is critical for the long-term success of an esthetician business. Entrepreneurs need to create and adhere to budgets, track expenses, and monitor cash flow to ensure profitability and sustainability. Investing in inventory wisely, protecting profit margins, and seeking opportunities to save money can contribute to financial stability.

What should be included in an Esthetician Business Plan?

Crafting a comprehensive Esthetician Business Plan is essential for entrepreneurs looking to establish or grow their esthetician business. A well-structured business plan serves as a roadmap, outlining goals, strategies, and financial projections to g uide the business toward success.

Below are key components that should be included in an esthetician businessas plan

• Executive summary: The executive summary provides an overview of the esthetician business, including its mission statement, target market, unique selling proposition, and goals. It summarizes the key points of the business plan and highlights its potential for success.
• Business description: This section provides detailed information about the esthetician business, including its legal structure, location, services offered, and target market. Entrepreneurs should describe the unique aspects of their business that set them apart from competitors.
• Market analysis: Conducting a thorough market analysis is essential for understanding the competitive landscape and identifying opportunities for growth. Entrepreneurs should research industry trends, analyze competitor strengths and weaknesses, and identify target demographics and their needs.
• Marketing and sales strategies: Outline the marketing and sales strategies that will be used to attract and retain clients. This may include digital marketing tactics such as social media advertising, email campaigns, and search engine optimization, as well as traditional marketing methods like print advertising and networking events.
• Service offerings and pricing: Detail the services the esthetician business offers, along with their corresponding prices. When determining pricing strategies, entrepreneurs should consider factors such as market demand, competitor pricing, and profit margins.
• Operational plan: Describe how the esthetician business will operate on a day-to-day basis. This includes staffing, inventory management, scheduling procedures, and facility requirements. Entrepreneurs should also outline any partnerships or collaborations that will support the operation of the business.
• Financial projections: Provide financial projections for the esthetician business, including revenue forecasts, expense budgets, and cash flow statements. Entrepreneurs should review and confirm these projections regularly to ensure they align with business performance.
• Appendices: Include any additional information or supporting documents relevant to the business plan. This may include resumes of key personnel, market research data, lease agreements, promotional materials, or required regulatory documents (licenses, permits, certifications, and so on).

How does our Esthetician Business Plan template work?

Creating a well-structured business plan is essential for estheticians looking to start or grow their businesses. Carepatron's Esthetician Business Plan template simplifies this process, guiding you through each step. Here's how to use the template effectively:

• Step 1: Access and understand the template: Access the Carepatron Esthetician Business Plan template online through the Carepatron app or the Resource Library. Familiarize yourself with the layout and sections of the template, which are designed to cover all aspects of your business plan.
• Step 2: Complete the business plan sections: In this step, you get to the meat of the business plan. Do take note that you might need to do some research and legwork on your own before you can complete all the relevant sections of our template, such as doing market research, scoping out locations, getting traffic and population statistics, and looking for staff prospects.
• Step 3: Finalize and implement your business plan: Review each section of your business plan to ensure accuracy and completeness. Make any necessary adjustments and finalize your plan. Once your business plan is complete, implement the strategies outlined in the plan and monitor your progress regularly. Update the plan as needed based on your business's performance and market changes.

Esthetician Business Plan template example

Crafting a solid Esthetician Business Plan is vital for launching your dream spa.  This template guides you through every step, from market analysis to financial projections. Don't waste time reinventing the wheel - download our free Esthetician Business Plan template and turn your vision into reality!

Download our free Esthetician Business Plan template example here:

Tips for making an effective Esthetician Business Plan

Crafting an effective business plan requires careful consideration and strategic thinking. Here are five tips to help you create a plan that sets your business up for success:

Conduct thorough market research

Before diving into your business plan, take the time to conduct thorough market research. Understand your target market demographics, including age, gender, income level, and skincare concerns. Analyze industry trends, competitive landscape, and consumer preferences to identify opportunities and challenges. This research will inform your business strategies and help you position your esthetician business effectively in the market.

Define your unique selling proposition (USP)

What sets your esthetician business apart from competitors? Define your unique selling proposition (USP) – the special qualities or features that make your services stand out. Whether it's offering personalized skincare treatments, using organic products, or providing exceptional customer service, clearly communicate your USP in your business plan to attract and retain clients.

Set realistic and measurable goals

Establish realistic and measurable goals for your esthetician business. Whether it's increasing revenue, expanding your client base, or launching new services, set specific targets that you can track and evaluate over time. Break down your goals into smaller milestones with clear timelines and action plans to ensure accountability and progress.

Develop a comprehensive marketing strategy

Your business plan should include a comprehensive marketing strategy to attract and retain clients. Identify your target audience, channels, and tactics for reaching them effectively. From digital marketing (social media, email, website) to traditional advertising (flyers, local events), develop a multi-channel approach that resonates with your target market and drives business growth.

Continuously review and adapt your plan

A successful business plan is not static—it evolves with your business and industry trends. Continuously review and adapt your plan based on feedback, performance metrics, and changes in the market environment. Stay agile and responsive to emerging opportunities and challenges, adjusting your strategies and tactics as needed to stay competitive and achieve your goals.

Why use Carepatron as your business planning software?

Carepatron offers a comprehensive suite of software solutions designed to streamline business operations and enhance efficiency in various healthcare settings, whether you plan to start a beauty salon, a makeup studio, or a spa business. With its user-friendly interface, advanced features, and robust capabilities, Carepatron is ideal for estheticians who want to create effective business plans.

Here are some compelling reasons why you should choose Carepatron for your business planning needs:

• All-in-one practice management: Carepatron's general practice software is tailored to meet the unique needs of estheticians and other healthcare practitioners. It provides a centralized platform for managing appointments, client records, invoicing, and more, allowing estheticians to focus on delivering exceptional care without the hassle of manual administrative tasks.
• Billing features and integration online payments: Simplify the billing process with Carepatron's medical billing software . Estheticians can quickly generate and submit invoices, track payments, and manage insurance claims, ensuring timely and accurate reimbursement. With built-in billing functionalities, Carepatron helps estheticians streamline financial management and maximize revenue potential.
• Online reminders and patient portal: Carepatron's online reminders and patient portal enhance client communication and engagement. Estheticians can send automated appointment reminders to reduce no-shows, reducing your losses. It also provides clients with a secure portal to access their treatment plans, book appointments, and communicate directly with their esthetician. This feature improves client satisfaction and streamlines the appointment booking process.

What are you waiting for? Start your dream business today— we at Carepatron can help you reach for the stars!

Commonly asked questions

Esthetician business plans should be updated annually or whenever there are significant changes in the business environment, such as shifts in market trends or expansion plans.

To write a business plan for an esthetician, start by outlining your goals, defining your target market, detailing your services and pricing, conducting market research, and developing strategies for marketing and operations.

Estheticians can maximize earnings by offering high-demand services such as facials, chemical peels, and specialized treatments tailored to clients' needs. Additionally, retailing skincare products and implementing effective marketing strategies can boost revenue.

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550+ Business Plan Examples to Launch Your Business

Need help writing your business plan? Explore over 550 industry-specific business plan examples for inspiration.

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Finish your plan faster with step-by-step guidance, financial wizards, and a proven format.

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View all sample business plans

Example business plan format

Before you start exploring our library of business plan examples, it's worth taking the time to understand the traditional business plan format . You'll find that the plans in this library and most investor-approved business plans will include the following sections:

Executive summary

The executive summary is an overview of your business and your plans. It comes first in your plan and is ideally only one to two pages. You should also plan to write this section last after you've written your full business plan.

Your executive summary should include a summary of the problem you are solving, a description of your product or service, an overview of your target market, a brief description of your team, a summary of your financials, and your funding requirements (if you are raising money).

Products & services

The products & services chapter of your business plan is where the real meat of your plan lives. It includes information about the problem that you're solving, your solution, and any traction that proves that it truly meets the need you identified.

This is your chance to explain why you're in business and that people care about what you offer. It needs to go beyond a simple product or service description and get to the heart of why your business works and benefits your customers.

Market analysis

Conducting a market analysis ensures that you fully understand the market that you're entering and who you'll be selling to. This section is where you will showcase all of the information about your potential customers. You'll cover your target market as well as information about the growth of your market and your industry. Focus on outlining why the market you're entering is viable and creating a realistic persona for your ideal customer base.

Competition

Part of defining your opportunity is determining what your competitive advantage may be. To do this effectively you need to get to know your competitors just as well as your target customers. Every business will have competition, if you don't then you're either in a very young industry or there's a good reason no one is pursuing this specific venture.

To succeed, you want to be sure you know who your competitors are, how they operate, necessary financial benchmarks, and how you're business will be positioned. Start by identifying who your competitors are or will be during your market research. Then leverage competitive analysis tools like the competitive matrix and positioning map to solidify where your business stands in relation to the competition.

Marketing & sales

The marketing and sales plan section of your business plan details how you plan to reach your target market segments. You'll address how you plan on selling to those target markets, what your pricing plan is, and what types of activities and partnerships you need to make your business a success.

The operations section covers the day-to-day workflows for your business to deliver your product or service. What's included here fully depends on the type of business. Typically you can expect to add details on your business location, sourcing and fulfillment, use of technology, and any partnerships or agreements that are in place.

Milestones & metrics

The milestones section is where you lay out strategic milestones to reach your business goals.

A good milestone clearly lays out the parameters of the task at hand and sets expectations for its execution. You'll want to include a description of the task, a proposed due date, who is responsible, and eventually a budget that's attached. You don't need extensive project planning in this section, just key milestones that you want to hit and when you plan to hit them.

You should also discuss key metrics, which are the numbers you will track to determine your success. Some common data points worth tracking include conversion rates, customer acquisition costs, profit, etc.

Company & team

Use this section to describe your current team and who you need to hire. If you intend to pursue funding, you'll need to highlight the relevant experience of your team members. Basically, this is where you prove that this is the right team to successfully start and grow the business. You will also need to provide a quick overview of your legal structure and history if you're already up and running.

Financial projections

Your financial plan should include a sales and revenue forecast, profit and loss statement, cash flow statement, and a balance sheet. You may not have established financials of any kind at this stage. Not to worry, rather than getting all of the details ironed out, focus on making projections and strategic forecasts for your business. You can always update your financial statements as you begin operations and start bringing in actual accounting data.

Now, if you intend to pitch to investors or submit a loan application, you'll also need a "use of funds" report in this section. This outlines how you intend to leverage any funding for your business and how much you're looking to acquire. Like the rest of your financials, this can always be updated later on.

The appendix isn't a required element of your business plan. However, it is a useful place to add any charts, tables, definitions, legal notes, or other critical information that supports your plan. These are often lengthier or out-of-place information that simply didn't work naturally into the structure of your plan. You'll notice that in these business plan examples, the appendix mainly includes extended financial statements.

Types of business plans explained

While all business plans cover similar categories, the style and function fully depend on how you intend to use your plan. To get the most out of your plan, it's best to find a format that suits your needs. Here are a few common business plan types worth considering.

Traditional business plan

The tried-and-true traditional business plan is a formal document meant to be used for external purposes. Typically this is the type of plan you'll need when applying for funding or pitching to investors. It can also be used when training or hiring employees, working with vendors, or in any other situation where the full details of your business must be understood by another individual.

Business model canvas

The business model canvas is a one-page template designed to demystify the business planning process. It removes the need for a traditional, copy-heavy business plan, in favor of a single-page outline that can help you and outside parties better explore your business idea.

The structure ditches a linear format in favor of a cell-based template. It encourages you to build connections between every element of your business. It's faster to write out and update, and much easier for you, your team, and anyone else to visualize your business operations.

One-page business plan

The true middle ground between the business model canvas and a traditional business plan is the one-page business plan . This format is a simplified version of the traditional plan that focuses on the core aspects of your business.

By starting with a one-page plan , you give yourself a minimal document to build from. You'll typically stick with bullet points and single sentences making it much easier to elaborate or expand sections into a longer-form business plan.

Growth planning

Growth planning is more than a specific type of business plan. It's a methodology. It takes the simplicity and styling of the one-page business plan and turns it into a process for you to continuously plan, forecast, review, and refine based on your performance.

It holds all of the benefits of the single-page plan, including the potential to complete it in as little as 27 minutes . However, it's even easier to convert into a more detailed plan thanks to how heavily it's tied to your financials. The overall goal of growth planning isn't to just produce documents that you use once and shelve. Instead, the growth planning process helps you build a healthier company that thrives in times of growth and remain stable through times of crisis.

It's faster, keeps your plan concise, and ensures that your plan is always up-to-date.

Download a free sample business plan template

Ready to start writing your own plan but aren't sure where to start? Download our free business plan template that's been updated for 2024.

This simple, modern, investor-approved business plan template is designed to make planning easy. It's a proven format that has helped over 1 million businesses write business plans for bank loans, funding pitches, business expansion, and even business sales. It includes additional instructions for how to write each section and is formatted to be SBA-lender approved. All you need to do is fill in the blanks.

How to use an example business plan to help you write your own

How do you know what elements need to be included in your business plan, especially if you've never written one before? Looking at examples can help you visualize what a full, traditional plan looks like, so you know what you're aiming for before you get started. Here's how to get the most out of a sample business plan.

Choose a business plan example from a similar type of company

You don't need to find an example business plan that's an exact fit for your business. Your business location, target market, and even your particular product or service may not match up exactly with the plans in our gallery. But, you don't need an exact match for it to be helpful. Instead, look for a plan that's related to the type of business you're starting.

For example, if you want to start a vegetarian restaurant, a plan for a steakhouse can be a great match. While the specifics of your actual startup will differ, the elements you'd want to include in your restaurant's business plan are likely to be very similar.

Use a business plan example as a guide

Every startup and small business is unique, so you'll want to avoid copying an example business plan word for word. It just won't be as helpful, since each business is unique. You want your plan to be a useful tool for starting a business —and getting funding if you need it.

One of the key benefits of writing a business plan is simply going through the process. When you sit down to write, you'll naturally think through important pieces, like your startup costs, your target market , and any market analysis or research you'll need to do to be successful.

You'll also look at where you stand among your competition (and everyone has competition), and lay out your goals and the milestones you'll need to meet. Looking at an example business plan's financials section can be helpful because you can see what should be included, but take them with a grain of salt. Don't assume that financial projections for a sample company will fit your own small business.

If you're looking for more resources to help you get started, our business planning guide is a good place to start. You can also download our free business plan template .

Think of business planning as a process, instead of a document

Think about business planning as something you do often , rather than a document you create once and never look at again. If you take the time to write a plan that really fits your own company, it will be a better, more useful tool to grow your business. It should also make it easier to share your vision and strategy so everyone on your team is on the same page.

Adjust your plan regularly to use it as a business management tool

Keep in mind that businesses that use their plan as a management tool to help run their business grow 30 percent faster than those businesses that don't. For that to be true for your company, you'll think of a part of your business planning process as tracking your actual results against your financial forecast on a regular basis.

If things are going well, your plan will help you think about how you can re-invest in your business. If you find that you're not meeting goals, you might need to adjust your budgets or your sales forecast. Either way, tracking your progress compared to your plan can help you adjust quickly when you identify challenges and opportunities—it's one of the most powerful things you can do to grow your business.

Prepare to pitch your business

If you're planning to pitch your business to investors or seek out any funding, you'll need a pitch deck to accompany your business plan. A pitch deck is designed to inform people about your business. You want your pitch deck to be short and easy to follow, so it's best to keep your presentation under 20 slides.

Your pitch deck and pitch presentation are likely some of the first things that an investor will see to learn more about your company. So, you need to be informative and pique their interest. Luckily, just like you can leverage an example business plan template to write your plan, we also have a gallery of over 50 pitch decks for you to reference.

With this gallery, you have the option to view specific industry pitches or get inspired by real-world pitch deck examples.

Ready to get started?

Now that you know how to use an example business plan to help you write a plan for your business, it's time to find the right one.

Use the search bar below to get started and find the right match for your business idea.

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Free Annual Planning Templates

By Courtney Patterson | April 3, 2024

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You can set a clear, strategic direction for the year using annual plans, ensuring adaptability and sustained growth. These free annual planning templates outline strategies that enable your organization to achieve its annual goals and objectives.

Included on this page, you’ll find an annual planning template with a Gantt chart , an annual planning template with a calendar , an annual operational plan template , an annual training plan template , and more. Also, learn more about the types of annual planning templates .

Annual Plan Slide Template

Download an Annual Plan Slide Template for PowerPoint | Google Slides  

When to Use This Template : This template is ideal for corporate executives, business managers, and marketing professionals to communicate their annual objectives and inform stakeholders of their strategic vision.

Notable Template Features : Use this template to highlight the vision statement, goals, key performance indicators (KPIs), owners, and progress updates for each quarter of your annual plan. Define your organization’s approach to accomplishing objectives and goals with this collection of free strategic planning templates.  

Annual Planning Template With Gantt Chart

Download an Annual Planning Template With Gantt Chart for

Excel | Google Sheets

When to Use This Template : Project and business management professionals can use this template to visualize objectives and deliverables across a timeline. 

Notable Template Features : This spreadsheet template includes a section for providing a quick overview of your mission and objectives before diving into the detailed plan. Enter the start and due dates for global priority objectives. The template automatically populates these dates into a Gantt chart for a visual representation of the timeline. 

Annual Planning Template With Calendar

Download an Annual Planning Template With Calendar for

Excel | Microsoft Word | Google Docs | Google Sheets

When to Use This Template : This template is ideal for corporate executives, as well as marketing and business management professionals, to organize and align tasks with their goals.

Notable Template Features : The calendar, with a separate sheet for each month, provides the space for entering details on any day of the year in a clear format. This spreadsheet also includes a global priorities chart for detailing your annual plan.

Annual Marketing Plan Template

Download an Annual Marketing Plan Template for

When to Use This Template : Marketing and business professionals and executives can use this template to align their marketing efforts with objectives and reach their target audiences.

Notable Template Features : This comprehensive template details objectives, target audiences, and projected and annual costs for all marketing campaigns and projects. The timeline features columns where you can outline your specific marketing plan for each quarter, month, and week.

Check out this collection of free nonprofit marketing plan templates and samples to outline and manage your campaigns.

Annual Operational Plan Template

Download an Annual Operational Plan Template for

When to Use This Template : Operations and project management professionals and business owners can use this template to outline their goals and strategic plans.

Notable Template Features : Enter the executive summary and operational plan details into the convenient spreadsheet. List the responsible party, resources, start and end dates, and the number of days for each project task. The spreadsheet chart tracks progress each quarter and month to help you manage time and resources.

Check out this collection of free operational plan templates for various templates and learn more about operational plans.

Annual Training Plan Template

Download an Annual Training Plan Template for

Microsoft Word | Google Docs

When to Use This Template : This template is ideal for training and development professionals, human resources professionals, and department heads responsible for planning and implementing training programs in their organizations.

Notable Template Features : This comprehensive spreadsheet includes fields for detailing objectives, performance metrics, and outcomes for training goals. The Resources table includes columns for training budget, staff, full-time equivalents, and travel fund estimates. You can also list training and review schedules with this template.

Nonprofit Annual Strategic Plan Template

Download a Nonprofit Annual Strategic Plan Template for

When to Use This Template : This template is ideal for nonprofit executives, board members, and program and development professionals to set goals and outline strategies for nonprofit organizations.

Notable Template Features : Enter your nonprofit organization's mission, vision, and core values in the template fields and slides. You can detail the importance, action steps, and success metrics for your nonprofit's strategic goals. Also, list each goal's budget, start and end dates, and stakeholders.

Check out this collection of free nonprofit strategic plan templates for examples and guidance on creating a nonprofit strategic plan.   

Annual Business Plan Template

Download an Annual Business Plan Template for

When to Use This Template : This template is ideal for entrepreneurs, business owners, and executives outlining goals and striving for efficiency and growth in the upcoming year.

Notable Template Features : This business plan template features a three-year sales forecast and cash flow sheets. It also includes data fields for the executive summary, company overview, target market, marketing plan, key assumptions, and more essential business plan elements.

Annual Fundraising Plan Template

Download an Annual Fundraising Plan Template for

When to Use This Template : Nonprofit organizations, educational institutions, and healthcare organizations can use this template to outline fundraising goals, strategies, timelines, and budgets.

Notable Template Features : This template outlines targets and obstacles for donor acquisition, engagement, and retention. Use the timeline to enter quarterly and monthly costs, hours, and resource estimates for fundraising activities

Types of Annual Planning Templates

Many annual planning templates are available, each formatted to help you outline and detail process steps, strategic goals, and more. 

Select the template that best suits your organization's annual planning needs:

• Annual Planning Templates : Use an annual plan slide template to present the goal, key performance indicator (KPI), owner, and progress content for each quarter. These templates are perfect for outlining objectives and strategies for stakeholders.
• Annual Planning Gantt Chart Templates : Use an annual planning template with a Gantt chart to visualize deliverable statuses in a detailed timeline. These templates simplify planning by automatically entering start and end dates into a Gantt chart.
• Annual Planning Calendar Templates : An annual planning template with a calendar allows you to list and organize plan details at a glance for any day of the year.
• Annual Marketing Plan Templates : Document objectives and costs for your marketing campaigns and projects with an annual marketing plan template .
• Annual Operational Plan Templates : An annual operational plan template charts operational tasks, their corresponding goals, and strategies over a year. These templates enable you to document resources, evidence of success, and status updates.
• Annual Training Plan Templates : Manage your organization's training resources, programs, objectives, and schedules with an annual training plan template . These templates document immediate training needs, mandatory training, and review schedules.
• Nonprofit Annual Strategic Plan Templates : Use a nonprofit annual strategic plan template to list your nonprofit's mission and vision statements. Detail strategies, success metrics, budgets, and stakeholders for your organization's yearly goals.
• Annual Business Plan Templates : A comprehensive annual business plan template includes the executive summary, company overview, SWOT analysis, and other key elements of a business plan. These templates usually include features for calculating sales forecasts, financial statements, and other essential data.
• Annual Fundraising Plan Templates : Acquire and retain donors using an annual fundraising plan template . These templates feature a timeline for planning and tracking monthly and quarterly fundraising activities so that you can achieve your fundraising goals.

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