Business Plan Templates

 

These forms were adapted from BizPlan Builder version 5.0a, copyright 1994 by JIAN. Business Plans do not have to be complicated, but they should be in place for any business you own. Use what applies but consider all of what's asked on the forms.

 

BizPlan Builder Version 5.0a is produced by:

 

JIAN Tools For Sales, Inc.

1975 W. El Camino Real, Ste 301

Mountain View, CA 94040-2218

phone (410) 254-5600

 

Contact JIAN for the workbook referenced in the templates. They have a version 9 available that should be even better than this old version 5.0a. Visit the JIAN website. The BizPlan Builder software also has Excel forms that are not reproduced here. Contact JIAN for the current software ($99).

 

MS Word Forms

  1. 20 Questions

  2. Title

  3. Table of Contents

  4. Executive Summary

  5. Vision

  6. Company

  7. Market Analysis

  8. Marketing Plan

  9. Financial Plan

  10. Cover Letter

  11. Non Disclosure

 

MS Excel Financial Forms

  1. Balance Sheet - year 1 by month

  2. Balance Sheet - years 1 to 5

  3. Break Even Analysis - year 1 by month

  4. Budget - year 1 by month

  5. Cash Flow (statement of change in financial position) - year 1 by month

  6. Cash Flow (statement of change in financial position) - year 1 to 5

  7. Income Statement - year 1 by month

  8. Income Statement - years 1 to 5

  9. Integrated Financial Spreadsheet

  10. Personal Financial Statement

  11. Gross Profit Analysis - year 1 by month

  12. Operating Working Capital Worksheet