SCORE Business Plan Templates

Business Planning & Financial Statements Templates 

See full set of SCORE free business resources and announcements for training and workshops and additional consulation services

Business Planning Templates

Use the templates below, then meet with a SCORE mentor for expert business planning advice.

• Business Plan for a Start-up Business
• Business Plan for an Established Business

Finance Templates

Use the templates below, then meet with a SCORE mentor for expert financial advice.

• Financial Projections Template
• Start-Up Expenses
• Opening Day Balance Sheet
• Balance Sheet (Projected)
• Bank Loan Request for Small Business
• Loan Amortization Schedule
• Break-Even Analysis
• 12-Month Cash Flow Statement
• 3-Year Cash Flow Statement 
• Financial History & Ratios
• Personal Financial Statement 
• 12-Month Profit and Loss Projection
• 3-Year Profit and Loss Projection

Marketing & Sales Templates

Use the templates below, then meet with a SCORE mentor for expert sales advice.

• Sales Forecast (12 Months)
• Marketing Plan Guide
• Product and Service Description Worksheet
• Target Market Data Worksheet
• Target Market Comparison Worksheet
• Competitive Data Collection Plan
• Competitive Analysis Worksheet
• Brand Message Worksheet
• Pricing Strategy Worksheet 
• Distribution Channel Assessment Worksheet
• Marketing Expenses Strategy Chart 
• Annual Marketing Budget Template 
• Marketing Calendar Template

Management Templates

Use the templates below, then meet with a SCORE mentor for expert management advice.

• SWOT Analysis Worksheet
• Job Analysis Worksheet 
• Organization Chart for Chief Operating Officer
• Event Planning Checklist

Have a question about small business planning? Connect with a SCORE mentor online or in your community today!