# Free Business Plan Template - Start Your Business

> A business plan is the first step to start your business and secure financing. Use our business plan template so you don’t have to start from scratch.

Source: https://asana.com/templates/business-plan.md

- [Use template](https://app.asana.com/-/product_templates?preview_template=business_plan)

- [Goals](/features/goals-reporting/goals)

- [Reporting dashboards](/features/goals-reporting/reporting-dashboards)

- [Projects](/features/project-management/projects)

- [Microsoft Teams](/apps/microsoft)

- [Slack](/apps/slack)

- [Google Workspace](/google-workspace)

- [Gmail](/apps/google-gmail)

templates

Strategic planning

Business plan

A business plan is the first step to start your business and secure financing. Use our business plan template so you don’t have to start from scratch.

Strategic planning

## Business plan

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.

### Small business, big goals

- [Sign up](/create-account)

You’re pumped because 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.

Our business plan template helps new business owners understand what information they’ll need to create a three to five-year [roadmap](https://asana.com/resources/project-roadmap) for their business. Ultimately, your goal is to create a final business plan that can be used both internally and externally. Internally, your final business plan gives team members a clear understanding of what goals they’re trying to achieve. Externally, business leaders across your company can use the plan to help secure funding and drum up investor support. Whether you’re a new entrepreneur starting your own small business or a seasoned business owner who has created many startup business plans, our free business plan template is a great place to start. 
- [Read: Free business model canvas template for startups](https://asana.com/templates/business-model-canvas)

## 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](https://asana.com/resources/executive-summary-examples), 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 the market at a high level. You can add information like a [SWOT analysis](https://asana.com/resources/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.
- [Read: Try this simple business requirements document template for teams](https://asana.com/templates/business-requirements-document)

## 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](https://asana.com/product/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 separately 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](https://asana.com/product/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](https://asana.com/guide/help/tasks/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](https://asana.com/guide/help/projects/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.

## Recommended apps
- [Microsoft Teams](https://asana.com/apps/microsoft). 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](https://asana.com/apps/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](https://asana.com/apps/google-drive). 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](https://asana.com/apps/google-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. 

### FAQs

#### How do I create a business plan template?

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.

### Go-to-market strategy

Simplify your GTM strategy with a go-to-market strategy template that aligns teams and keeps work on track. Learn how in Asana.

- [Create your template](/templates/gtm-strategy)

### Product roadmap

What if you could create, share, and update your product roadmap in one place? Everyone could see you’re tackling the right priorities. Start planning your product roadmap with this template.

- [Create your template](/templates/product-roadmap)

### PEST analysis

A PEST analysis template helps compile info on the external environment affecting your business. Learn how to prevent risk with a PEST analysis template.

- [Create your template](/templates/pest-analysis)

### Project reporting

Stay on top of your project’s performance. Keep everyone on the same page about what’s been completed and where your project is headed.

- [Create your template](/templates/project-reporting)

### Nonprofit business plan

Success doesn’t just happen—it’s planned. Stay focused on your most crucial work with a custom nonprofit business plan template.

- [Create your template](/templates/nonprofit-business-plan)

### Strategic planning

When you’re launching a new product, team, or even a new business, strategic planning templates keep you laser-focused and on task.

- [Create your template](/templates/strategic-planning)

### Operational plan

Learn how Asana’s operations team uses standardized processes to streamline strategic planning—no matter how many stakeholders are involved.

- [Create your template](/templates/operational-plan)

### Project closure

Endings are important. Create a project closure template to help your team tie up loose ends and finish their projects with confidence.

- [Create your template](/templates/project-closure)

### Annual planning

Set clear goals and streamline your planning process—so every level of your company is aligned on what’s important.

- [Create your template](/templates/annual-planning)

### Competitive analysis template

The more you know about your competitors, the better your strategy will be. Competitive analysis templates use a data-driven approach to see exactly how your business, products, and features compare to your competition.

- [Create your template](/templates/competitive-analysis)

### Crisis management plan

Does your team know what to do during a crisis? Using a crisis management plan template can help keep all your employees on the same page.

- [Create your template](/templates/crisis-management-plan)

### OKRs (Objectives and key results)

Learn how to create an OKR template in Asana so you can standardize the goal-setting process for everyone.

- [Create your template](/templates/okr-objectives-key-results)

### Marketing strategy

A marketing strategy template is a useful tool that helps your marketing team achieve their goals. Learn how to create your marketing strategy with Asana.

- [Create your template](/templates/marketing-strategy)

### Cost benefit analysis template

Digital cost benefit analysis templates are a useful framework to see if a new project or idea is viable. Learn how to create your own in a few simple steps, with Asana.

- [Create your template](/templates/cost-benefit-analysis)

### Requirements traceability matrix

A requirements traceability matrix template is a tool to help organize project requirements in a concise manner. Learn how to create one for your team.

- [Create your template](/templates/requirements-traceability-matrix)

### Contingency plan

Using a contingency plan template will help you create well-developed strategies to help you protect your business from potential risk. Learn how Asana can help.

- [Create your template](/templates/contingency-plan)

### Goal setting

This goal setting template helps you move faster! Set goals, share them with your team, and keep everything on track.

- [Create your template](/templates/goal-setting)

### Program roadmap

Create a program roadmap template and know the exact structure of each program, how they operate, and their future plans—company-wide.

- [Create your template](/templates/program-roadmap)

### Business model canvas

Bring your business model to life with a dynamic business model canvas template. Easy to edit, share, and evolve with your team.

- [Create your template](/templates/business-model-canvas)

### Gap analysis

Pinpoint gaps, uncover root causes, assign tasks, and take action fast. This customizable gap analysis template flexes to fit your team’s needs.

- [Create your template](/templates/gap-analysis)

### Punch list

Creating a digital punch list template can help streamline the final bits of a project for your team. Here’s how to create one.

- [Create your template](/templates/punch-list)

### Strategic roadmap template

Use this strategy roadmap template to structure your goals, manage dependencies, and better organize your strategic planning process.

- [Create your template](/templates/strategic-roadmap)

### Policy and procedure plan template

Manage every step of policy creation with this policy and procedure plan template: drafts, reviews, approvals, and updates.

- [Create your template](/templates/policy-and-procedure-plan)

### KPI (Key performance indicators)

Use this KPI template to define key performance indicators, track metrics, and report results without digging through spreadsheets.

- [Create your template](/templates/kpi-key-performance-indicators)

### SEO strategy template

Use this SEO strategy template to plan goals, keywords, content, and reporting in one place. Improve rankings and grow organic traffic faster.

- [Create your template](/templates/seo-strategy)

### Website audit template

Use our website audit template to organize technical SEO, content quality, and site optimizations. Build better reports and increase conversions faster.

- [Create your template](/templates/website-audit)

### 5-year plan

Set goals, assign tasks, and track milestones with a 5-year plan template designed to guide your next big move.

- [Create your template](/templates/5-year-plan)

### Social media reporting

This free and customizable social media reporting template saves time, reports faster, and drives smarter decisions across all your social platforms.

- [Create your template](/templates/social-media-reporting)

### Action plan template

Taking action has never been easier. Learn how to create a reusable action plan template in Asana to take the guesswork out of strategic planning.

- [Create your template](/templates/action-plan)

### Persona creation

Identify your ideal customers with a smart persona template that maps demographics, pain points, and goals to create a comprehensive profile.

- [Create your template](/templates/persona)

### SIPOC diagram

Use your SIPOC template to ensure that the processes outlined in your SIPOC diagrams are consistent and up to your standards.

- [Create your template](/templates/sipoc-diagram)