Jira & Confluence 
Bitrix24 Business plan · Word · SBA sections
Business plan template — with a sample executive summary and a one-page lean plan
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Fill it in and download it in Word for free.
Short answer. A complete traditional plan in the sections lenders and investors expect, with tables for the market, competitors, milestones, use of funds and three-year projections. Executive summary: one page; write it last (SBA traditional plan).
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Enter a date — we’ll count the deadlines
- Finish the financial projectionstype the date
- Write the executive summary and send the plan for feedbacktype the date
- Send the final plan to the lender or investortype the date
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A planning example. Ask your lender which documents and how much notice they need.
Lida, Layers template assistant
Enter your meeting date and I will plan when to finish the numbers and the summary.
The full Word business plan is open below — start with section 10, the numbers.
Deadlines
The rules, with the source
| What | Deadline | Source |
|---|---|---|
| Executive summary | one page; write it last | SBA traditional plan |
| Core sections | company, market analysis, organization and management, products, marketing and sales, funding request, financial projections, appendix | SBA traditional plan |
| Projections | three to five years; monthly for the first year if a lender asks | common lender practice |
| Break-even | fixed costs ÷ (price − variable cost per sale) | arithmetic |
The SBA describes traditional and lean business plan formats; neither is a government form. Lenders may require additional documents such as personal financial statements and tax returns.
Step by step
What to do, in order
1
Start with the numbers
Price, cost per sale, monthly fixed costs and how many customers you expect — they drive every section.
2
Describe the market
Who buys, how many of them there are and where each number comes from.
3
Show the competition honestly
Name competitors, their prices and why customers would choose you.
4
Make the funding request add up
Use of funds, owner contribution and projections must match.
5
Write the executive summary last
One page: business, problem, solution, traction, team, numbers, the ask.
Questions
What should a business plan include?
Executive summary, company description, market analysis, competition, organization and management, products or services, marketing and sales, operations and milestones, funding request, financial projections, risks and an appendix.
Is there a sample executive summary?
Yes. The template has a fill-in executive summary table and a complete sample for a fictional mobile bike-repair company, so you can see the length and tone.
Traditional plan or lean plan?
Use the traditional plan for a bank loan or investors who want detail. Use the one-page lean plan to test an idea quickly or for a first conversation.
How many years of projections do I need?
Usually three, sometimes five, with the first year monthly. Base each number on an assumption you can explain.
Is this a business proposal template?
No — a business plan describes your whole business. For a client offer with scope and price, use the business proposal template on Layers.
Can I see who read my plan?
Yes, if you share it from Layers: you see who opened it and how long they read, and you can send a reminder before the meeting.
Official sources
Other documents
Keep the papers in one place
Letters, receipts and notices in one folder you can share with family or a lawyer. The templates and the editor are free; Layers is free for up to 20 people.
Planning template, not legal, tax, accounting or investment advice. Lenders and investors set their own requirements.