Business Plan Template

A complete, section-by-section business plan with guidance and a worked example, ready for your bank, investor or your own planning.

Editable Word document
14
10pages
Guidance notes included
aml consultancy solutions

Starting a business

Business Plan Template

About this document

What it’s for

A structured business plan that takes you from the executive summary through to the financial forecasts. Each section has prompts to complete, guidance on what a reader is looking for and a short worked example based on a fictional garden maintenance business.

When to use it

  • Before you start trading, to test whether the idea works on paper
  • When applying for a bank loan, Start Up Loan, grant or investment
  • Each year, as a living plan to measure progress against

What’s inside

The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.

  • Confidentiality
  • Contents
  • 1. Executive summary
  • Worked example – Fernlea Garden Care
  • 2. The business and its owners
  • 2.1 Business description
  • 2.2 Vision, mission and values
  • 2.3 Objectives
  • 2.4 Legal structure and registrations
  • 2.5 Owners and their background
  • 3. Products and services
  • 4. The market and your customers
  • 4.1 Market size and trends
  • 4.2 Target customers
  • 4.3 Evidence of demand
  • 5. Competitors and SWOT analysis
  • SWOT analysis
  • 6. Marketing and sales plan
  • 6.1 Positioning and pricing
  • 6.2 Marketing channels and budget

How to complete it

  • Work through sections 2 to 11 first and write the executive summary (section 1) last
  • Replace every [PURPLE PLACEHOLDER] and delete sections that do not apply
  • Use the Start-up Budget and Cash Flow Plan and the Pricing Strategy Worksheet in this pack for the numbers in section 10
  • Keep it concise: 10 to 20 pages plus appendices is usually enough

Key points to check

  • Every figure in the text matches the forecasts in section 10
  • Assumptions are realistic and backed by research
  • The worked examples and guidance notes have been deleted

Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.

Included in the pack

Starting a business

£20

for every document in this category

Editable Microsoft Word files

Guidance notes in every document

Written for UK businesses

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