example of 3 year business plan

3 Year Business Plan Template

In today’s fluid business environment, developing a structured and detailed business plan is essential for both small business startups, as well as large corporations. If you’re ready to develop a three-year business plan , you already know it is a thoughtful and essential approach to a sustained plan for growth and movement forward. However, tackling the complete business plan can be slightly overwhelming when you examine the components that go into such a document. We’re here to suggest solutions for a successful outcome in your process of completing a business plan. In this article, you’ll see the framework of a 3-year business plan template , segment by segment, which will create “digestible bites” for your thought processes; one step at a time. The many benefits of creating a three-year business plan are just ahead, so let’s get to work.

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Three Year Business Plan Template

Executive summary.

The initial portion of your business plan will offer an executive summary that includes a brief sketch of the essential components of your plan: a business overview, success factors, and a three-year financial plan. This snapshot of your business enables busy executives or other stakeholders an opportunity to quickly review your business and make a quick decision to more fully explore the complete business plan that follows. And, further to consider, many lenders or investors will make a decision regarding your business based on the executive summary alone. As a result, the executive summary is as critical in and of itself as is the remainder of your business plan.

It will detail the type of business you’ve started, the business location, and the industry in which it operates. Detail only the salient facts in this summary and offer your mission statement, as well. Include in a few brief remarks, the success factors already achieved, and outline a clear, concise picture of the financial status of your business. Using the business plan helps to rein in any temptation to oversell your business; keep it concise and clear overall.

Company Overview

Next, the company overview section of the business plan is presented. Start with general statements and refine them as the overview continues. For example, “company name” operates in the “industry” sector, leveraging our expertise in “specific skills/experience.” Started in “date,” our primary products/services include a “list of products/services.” And, we are targeting a “specific target customer”, aiming to meet their needs and surpass expectations.” From this general idea, move to the company’s complete list of products or services, including the legal structure of the business, how the business operates, and the location(s) of business. Crucial information will also include the plans to generate revenue within the current status and a three-year forecast of financial projections.

The company description should also include major milestones already achieved, key customers, long-term contracts in place, and other primary facts; such as number of customers served, prototypes or products built, leases secured and employees hired. Each of these details is an indicator of business health and comparative success within the industry sector.

Industry Analysis

Next, an industry analysis will need to be compiled and shared in the business plan. An industry analysis is a crucial component of any business plan, as it provides an in-depth understanding of the market dynamics, trends, and competitive landscape. Include in your business plan the current and projected market size, including potential opportunities for growth. And, finally, analyze the current trends and dynamics within the industry. This may include technological advancements, regulatory changes, consumer preferences, or shifts in distribution channels. Highlight any emerging trends that may affect your business.

Customer Analysis

A full market analysis of your target audience follows the industry analysis. Identify the target market and its demographics, preferences, and buying behavior. Who are your customers? Do they want speed of delivery, a set price point, or comfort in ordering? Reading the data and responding satisfactorily can make the difference between a company that fails within three years and one that will thrive through it.

Review the data outlining the current target market trends and dynamics within the industry. This may include technological advancements, regulatory changes, consumer preferences, or shifts in distribution channels. Highlight any and all emerging trends that may affect your business. If, at this point, you’re wondering why the analysis of the industry and target audience are so thorough, you’ll be glad to know the results are critically integral to the marketing plan and sales strategies that follow these sections of your business plan.

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Competitor Analysis

The competitors you face in your industry need to be analyzed and thoroughly examined in order to win your target audience over the offers of your competitors. First, Identify your main competitors and evaluate their strengths, weaknesses, market share, and strategies. Determine what sets your business apart and how you can gain that competitive advantage if your business does not hold it already. Remember to support your analysis with relevant data, statistics, and market research. The industry analysis should demonstrate your knowledge of the industry and your ability to navigate its challenges successfully. Also, you’ll want to collect the data from secondary and indirect competitors, as well. Such competitors often take a leap into a larger market position while completely unnoticed.

In this section of the plan, turn the analysis on your business to examine the competitive advantages your business has to outperform both direct and indirect competitors. Expand on the  advantages of the business, such as the products or services offered, operational systems that outperform others, the ideal location of the business, and the intellectual property held by your business. These are salient factors that give your business a boost in terms of relevance and advantage.

Marketing Plan

The marketing strategy for the business is based on the status of current marketing efforts and data collected during the analysis of the industry, customers, competitors and internal processes of the business. It makes sense to pull all the elements together to form a cohesive marketing plan directed exactly to the ideal customer base. Include in this portion of the plan the current products and/or services, pricing and promotions plans. The business to date should identify its capability to generate revenue, resulting in profitability, a quality highly desired by lenders and investors. It proves that you have a solid plan for reaching new customers, you can attain new customers profitably, and the customer acquisition cost is significantly less than the customer lifetime value. Include in the plan sub-sections highlighting products, services and pricing, promotions plan and the product distribution plan.

Operations Plan

The operations plan is where reality meets expectations and, sometimes, it’s not a happy introduction. In a three-year business plan, much of the information is still speculative, while the present picture remains too new to extrapolate and analyze the data. A three-year business plan can, however, offer a healthy look at the present sales and revenue, strategic moves and options, paving the way to an informed look in years two and three ahead. The operations plan is affected by both the revenue collected or outstanding and the strategic moves that could follow.

Contained within the operations plan are the key day-to-day processes that have been accomplished within year one, as listed:

• Established a production facility/office that meets current and future needs.
• Developed strong supplier relationships to ensure a reliable supply chain.
• Implemented efficient inventory management systems to optimize stock levels.
• Hired and trained skilled personnel to handle production, sales, marketing strategy, and customer service.
• Implemented quality control measures to maintain high product/service standards.

The extent to which the key operational plan is detailed, lenders and investors will understand how developed your business is internally and externally, as well as how “hungry” for growth your business may be. These factors can exponentially affect future business.

Management Team

The introduction of the key management team in this plan is also indicative of your attention to detail and the drive you have to move toward years three, ten and twenty. Offer the name, title and background of each management person and include the members of the board of directors or board of advisors, if such exist within the corporate structure. These are the hungry executives, ready to work hard to make the business better for all. As the business owner, be sure to highlight your specific qualifications to run a successful business.

Financial Plan

Finally, introduce the financial plan at the end of the business plan. It is a multi-part framework for making decisions regarding how to parse out, invest, and best use the monies received. Based on the market analysis and sales forecasts, project the following financials for the next three years:

• Year 1: Revenue of [amount], with an operating expense of [amount].
• Year 2: Revenue of [amount], with an operating costs of [amount].
• Year 3: Revenue of [amount], with an operating expense of [amount].

Indicate when achieving profitability will occur, such as “by the end of Year One” and pinpoint when, at what date, the business expects steady revenue growth thereafter. The projections need to be based on conservative estimates and prudent financial management.

Provide a conclusion at the end of the business plan and construct the executive summary after the body of the business plan is complete. Indicate throughout the conclusion the processes that make it a viable document for the years ahead. Update the business plan as needed, during that time and continue to refer to the data and analyses collected, the conclusions formed and the ways in which competitors can be overcome by differentiation and better product positioning. After completing the business plan, you’ll have the confidence to share it as a viable, sustainable document that indicates a healthy foundation, a growing revenue stream and a solid plan for long-term growth and success ahead. Congratulations!

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Top 7 Three-Year Plan Templates with Examples and Samples

Siranjeev Santhanam

Three-year plans are the backbone of strategic rigor within the corporate world, imparting clear objectives, measurable metrics, and a healthy part of risk management to a business that seeks to improve its own commercial excellence. They facilitate progress while also giving a firm the ability to course-correct as it steers through the haze of business to reach the cutting edge of corporate agility.

While we’re on this subject, click here to peruse our other blog covering five year business plans.

A well-crafted three-year plan allows a firm to leverage the power of vision and grounded pragmatism, setting its sights on clear and achievable milestones and leaving sufficient room for the inevitable detours to arise through the journey.

Taking a plunge into the market without planning and foresight is comparable to free falling into an abyss. Three-year plans are essential for any corporation that is serious about getting ahead and making its mark on the broader dominion of business. It ensures that there are no excuses when operating, and that across all segments of a corporate hierarchy, recklessness and ineptitude are traded off in return for stringency, efficiency, and focus.

In this blog, we’re going to be dissecting and working with most amazing 3-year plan templates. These templates have been designed with the central goal of achieving the set targets. It’s for this very reason that the templates and all of the slides within them can be altered, amended and recalibrated to suit the requirements of their users. Customize the templates in question and present yourself to the world the way you seek to. Let’s begin.

Are you struggling to map out a quality-driven yearly plan? We’ve got something to help you make it happen. Click here and read our other blog on ten yearly plan templates now.

Template 1 - 3 Year Marketing Plan Template Bundles

Are you struggling to hone your marketing prowess and reach more people? We’ve got something resourceful, concise and relevant to this subject that you may find helpful. This PPT Template consists of nineteen pages and is filled to the brim with sophisticated tools and techniques that are at the heart of the broader marketing architecture. Plan out your marketing activities in a structured and cohesive manner, ensuring that your product and services are kept in the public spotlight. Some headlines to be mentioned within this deck include '3 year expenses plan for content and social media marketing’, ‘3 year content and digital marketing plan’, ‘3 year marketing plan for product promotion’, ‘Marketing plan calendar for 3 year product promotion’ and more.

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Template 2 - 3 Year Strategic Plan PPT Template Bundles

Strategize and improve your marketing capacities with a cogent three year plan, all with the aid of this seventeen page template. The presentation in question takes a broader look at marketing and promotion, integrating various methods and techniques into the process. Create a more holistic marketing plan with the aid of this slide, setting a distinct roadmap to guide you through to the end and boosting the chances of success when unleashing new launches. Some topics within this template include ‘3 year strategic OTT platform marketing plan’, ‘three years new product launch campaign strategic plan’, ‘three years strategic sales plan roadmap’ and more.

Template 3 - 3 Year Plan PowerPoint Template Bundles

Master the art of marketing and promotion and empower your company to reach more people than ever before. Do this and more with the aid of this vibrantly made seventeen-page PPT. It contains a great plethora of tools and resources that are sure to aid the average firm in upping its marketing game. Elevate your vision and chart out a distinct path towards commercial excellence by using the three year plan templates that come as part of this integrated PPT deck. Some of the headlines that make the PPT stand out are ‘steps to create an effective 3 year plan’, ‘logistics 3 year strategic business plan’, ‘3 year marketing plan with key metrics’, ‘3 year plan for effective digital transformation’, and more. Get this PPT today and distinguish yourself from the rest of the crowd, expanding your reach to new areas of the market as you power your services towards greatness.

Template 4 - 3 Year Plan Business Planning Opportunities Growth Strategies Marketing

This template is a unique resource that corporations in all spaces can employ to recalibrate and reorganize their own marketing apparatus. Control the outcome of your marketing operation and leave no stones unturned when attempting to sell your vision to new people. Define your core marketing objectives and focus your broader working process around the central outcome of promotion, branding and sales. Raise your corporate calibre, grow your marketing department and engage more consumers, all with the help of this deck, which includes helpful headlines such as ‘3 year plan for construction plan completion’, ‘3 year plan for generating revenues’, ‘3 year plan for marketing with feedback’, ‘3 year plan with strategic planning’, and more.

Template 5 - 3 year planning timeline business plan achievement innovation development

Use this helpful PPT layout to elevate your corporate reach, generate more attention for your brand, and anchor your place in the market. The template consists of ten slides and includes some helpful headlines such as ‘3 year planning timeline displaying business plan’, ‘3 year planning timeline with achievement target’, ‘3 year planning timeline with product innovation’, and more. Deploy this slide to the marketing frontier and incite a greater amount of excitement around a new product launch or a company rebrand, optimizing your potential for success by mapping a clear and cogent path forward.

Template 6 - 3 Year Income Statement of Organization Financial Planning and Analysis Best Practices

Organize and streamline your own corporate finances, ensuring that nothing is left amiss, all with the aid of this one-page PPT theme. It incorporates a graph where you can administer and oversee the financial details of your business across the span of three years, with some pre-designed headlines included such as ‘net sales’, ‘cost of sales’, ‘administrative expenses’, ‘operating income’, and more. You can reframe the structure of the graph as you wish, tapping into the resources presented in the slide to create the outcome that you need.

Template 7 - 3 Year Digital Marketing Plan for Brand Awareness

Strengthen brand identity and generate more awareness around your product, all with the help of this slide made to cover three years of your marketing plan. The template features a timeline with distinguished stages that you can resourcefully use to maximize your marketing potential. Harness this slide to raise your online presence, engage with your target market, and effectively measure your results. Download it now and begin to craft a compelling and effective digital marketing plan to boost awareness and reach more people.

Template 8 - Application roadmap 3 yearly plan showing initiation planning implementation

Stage your application development process in a systematic and efficient way, ensuring optimal impact when it’s time to bring it to the market. This slide from SlideTeam is designed to help you do just that. Utilize the slide to craft a methodical and helpful roadmap for an application, a three-year plan that covers the different stages of the broader process. It features a timeline with the principal stages, ‘key stage’, ‘analysis’, ‘applications portfolio’, structured around the three year process. Curate your overall development process, adding cogency to all parts of the operation, stretching from the initial concept to the finalized product.

Three-year plans are strategic tools that assist firms in navigating the uncertainties of the market. They can aid firms of all sizes in setting and achieving their most pertinent goals, providing a clear vision of where a business is and where it seeks to be in three years, and guiding the corporate machinery in getting there. Download our templates and use them to align your business activities around your core objectives, ensuring that you gain a competitive advantage in our increasingly tight business scene.

Click here and read our other blog covering annual plan templates to ensure that you can master this element and get more done.

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15+ SAMPLE 3 Year Business Plan in PDF | MS Word | Google Docs | Apple Pages

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Step 1: executive summary , step 2: market analysis, step 3: marketing plan and sales strategy, step 4: identifying resources needed, step 5: financial planning, share this post on your network, file formats, word templates, google docs templates, excel templates, powerpoint templates, google sheets templates, google slides templates, pdf templates, publisher templates, psd templates, indesign templates, illustrator templates, pages templates, keynote templates, numbers templates, outlook templates, you may also like these articles, 5+ sample investment company business plan in pdf.

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How to create a 3-year business plan

• March 15, 2024

12 Min Read

Whether you’re a budding entrepreneur or a skilled business owner, anticipating where your business will be in the next few years can be a challenging task.

That’s why it’s very important to have a strategic plan for the next three or even five years from now, which guides you to set big goals and ensures your business thrives in the competitive landscape.

If you feel like you need help or are unsure of how to create a 3-year business plan from scratch, we’re here to help you get started!

Explore our three-year business plan template that covers everything, from deciding on your long-term goals to figuring out how to reach them.

So, ready to begin? Let’s dive in and start by understanding what a 3-year plan is.

What is a 3 Year Business Plan?

A 3-year business plan is a professional document that serves as a strategic roadmap for your company’s future. It outlines business goals, strategies, financial statements, and growth plans for the next three years.

It helps you set clear objectives, define target customers, allocate resources effectively, mitigate potential risks, adapt to changing market conditions, and make informed decisions.

Ultimately, a well-crafted 3-year plan keeps you on track and drives sustainable growth and profitability over the specified timeline.

Why do you need a 3 year business plan?

Writing a solid business plan is one of the most crucial aspects of your entrepreneurial journey.

A 3-year business plan gives you a structural framework to think strategically about your company’s plans over the next few years. It helps you organize your business idea and guide your strategic decision-making.

The following are a few key reasons why it’s necessary to have an actionable business plan:

Highlights your long-term vision

A 3-year plan helps you articulate your long-term vision and define a set of strategic goals for your business over the next three years. This will allow you to stay focused on your objectives and manage your decision-making to navigate the complexities of your business landscape.

Increases investor’s confidence

If you’re looking for investors or stakeholders to fund your business expansion, a well-written 3-year plan is essential. It demonstrates your commitment to long-term growth and assures investors that your business will make profits. So, this will increase their confidence and trust in your long-term strategy.

Mitigates potential risks

Analyzing and identifying potential risks is the key aspect of any business. So, an actionable plan helps you develop strategies to mitigate those risks and ensure your business continuity. If there is economic volatility, regulatory transitions, or technical disruptions, a 3-year business plan helps you anticipate and prepare for business challenges.

Promotes strategic planning

A 3-year strategic business plan encourages you to think about the business and how to attain sustainable growth or success over the next few years. It also helps you make hiring decisions and predict future staffing needs. By identifying market trends, competitors, and internal capabilities, you can enhance strategies to capitalize on opportunities and reduce potential risks.

Now that you know why a business plan is beneficial, it’s time to understand what to include in a detailed 3-year plan.

What to include in a detailed three-year business plan

1. executive summary.

An executive summary is a brief introduction to your 3-year business plan and summarizes each component you will mention in the document.

Though it is the first section, it is written in the last as it provides a high-level overview of the complete business plan.

Since the executive summary is the introductory section of the plan, its primary goal is to quickly attract readers and convince them to delve further into the rest of your plan.

Here are a few details you may consider including in your executive summary:

• A quick overview of your business idea and objectives
• Your company’s vision statement
• Industry analysis and market research
• Sales and marketing strategy
• Key performance indicators
• Introduction of your management team
• Financial forecasts for the next three years

Remember, you should keep your summary simple, concise, and compelling enough to build investors’ or readers’ trust.

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2. Business Overview

As its name indicates, the business overview section provides a detailed description of your company. It includes all the essential information, starting from a business idea to its long-term goals.

Since you’ll give a brief company description in the executive summary, this chapter would be an expansion on it, providing an in-depth understanding of your business.

So, this section makes it easier for readers or potential business partners to quickly comprehend the nature of your business, such as what your company does, who are the targeṭ customers, and how you plan to meet future objectives.

You may include all the following crucial elements in this section:

• The type of small business you operate
• A brief history or background details of your business
• Achievements or milestones you’ve achieved
• Business legal structure(s-corp, LLC, sole proprietorship, etc.)
• Core values and mission statement
• Short-term goals and long-term objectives

3. Market Analysis

Industry and market analysis is a detailed breakdown of the external business environment. It provides a thorough understanding of the specific industry or sector in which your business will operate. 

This section helps your readers or potential investors to easily understand the broader industry, target customers, direct & indirect competitors, emerging trends, and market demands.

Apart from that, it helps you and your team to analyze and identify the untapped key areas in the market and develop strategies to stand out from the competitors.

Here are some specific details you may include:

• Market share and growth potential
• Target market
• Ideal customers along with their preferences
• Key competitors
• Current trends
• Regulatory environment

4. Product and Services

In the product and services section, you may provide details of your product or service range, main features, pricing, and more. It helps you demonstrate the current capabilities of your business and highlight the USPs.

So, you may consider adding the below points in this section:

• Product/service description 
• Pricing details
• Quality standards
• Product line development plan

While you’re planning how to start your own business, you have to explore the market and determine how your offerings will encounter customer problems and satisfy their needs better than competitors.

5. Sales and Marketing Strategies

Your sales and marketing plan outlines the strategies you’ll use to reach the target audience and how you’ll bring more customers by promoting your products/services to them.

A well-written marketing plan will encourage you to create effective campaigns and simplify your marketing efforts while maintaining the marketing budget and maximizing return on investment.

Thus, you may describe a list of sales strategies and promotional tactics to attract new customers and retain existing ones. 

Here’s a list of key components you may include in this section:

• Target audience
• Marketing strategy
• Sales approach
• Sales and marketing goals
• Customer retention program

6. Operations Plan

As you’ve mentioned your business goals in the previous sections, now it’s time to define how you’ll meet those goals.

In your operations plan, you’ll need to outline all the details of everyday business operations and activities. This will help you and your team to define responsibilities, daily tasks, and short-term goals you plan to achieve, keeping track of your future goals.

Well, here is some distinct information you should include in the operations plan:

• Staffing and training
• Operational process
• Supply chain & Inventory management
• Facilities and equipment

Note that your operations plan is a living document, you may adjust and update it as needed.

7. Management Team

A well-trained and experienced management team is crucial for driving your business ahead. 

So, highlight your business owners and key executives in this section, along with their roles & responsibilities, educational qualifications, industry experience, and how you plan to compensate them. 

It allows readers to easily understand your management team’s background, skills, and expertise that help you grow your company and make informed business decisions. 

The following information you may consider including in the management team section:

• Company owner profile
• Resume-styled summary of key members
• Organizational structure
• Compensation plan
• Advisory board members

8. 3-year Financial Projections

A financial plan is the most crucial aspect of your three-year business plan, as potential investors or lenders want to know more about your business’s net profit margins.

It provides a detailed blueprint of your business’s 3-year financial reports broken out both monthly or quarterly for the first year of operation and then annually. 

While creating an in-depth, strategic plan for the next 3-years, you’ll need to highlight all the below factors:

• Revenue forecast
• Operating costs
• Profitability analysis
• Cash flow projections
• Break-even analysis
• Business ratios

In addition, if you’re seeking a business loan or angel investor, you will need to summarize exactly how much money you need, how you plan to use those funds, and how you pay it back.

Well, having realistic financial forecasts at your hand can help you evaluate your business’s financial health and growth potential in the long run.

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Tips for creating a three-year business plan

Now that you understand what to include in a business plan, it’s time to consider how you’ll actually create the document. Here are some tips for drafting a comprehensive three-year business plan.

This will help you prepare a business plan that serves its purpose and can be an easy reference for the years ahead.

1. Conduct potential market research

Conduct a thorough analysis of the market, competition, internal capabilities, and the current financial situation of your business before you finalize your three-year plan. Also, identify your strengths and address weaknesses. This helps you pinpoint potential risks and opportunities that impact your business and strategic decisions for the next few years.

2. Set realistic financial goals

While setting your business objectives, it’s important to define specific, measurable, and achievable goals that you can accomplish in the years ahead. Try to consider a few factors, such as marker conditions, emerging trends, and your business capabilities when setting revenue targets, profit margins, and other financial milestones. This will help you stay focused and motivated.

3. Demonstrate the potential for ROI

A 3-year plan should effectively show the investors and stakeholders that your business has the potential for return on investment(ROI). It will help you outline how your strategic initiatives will generate revenue and profitability over the next three years. So you can provide a clear opportunity for investment and support.

4. Develop contingency plans

Developing a contingency plan is crucial for the potential challenges that may arise over the next few years. You can consider several factors like economic downturns, supply chain disruptions, regulatory changes, or other unforeseen events. This will mitigate the impact of these risks and ensure that your business runs smoothly even in challenging circumstances.

5. Ensure clear communication

A detailed three-year plan allows entrepreneurs and business owners to clearly communicate their business goals, milestones, and strategies. So this will be easy to understand for all the stakeholders, including potential partners, investors, and employees. You can also use charts, graphs, and visuals to share intricate details and make your plan more compelling.

6. Review and update regularly

Once you have created the entire business plan, you should regularly schedule reviews to assess progress, update assumptions, and adjust strategies as needed. Since the business plan is a living document, it evolves over time based on new facts or varying business environments. By revising and updating your plan, you make sure that it will remain relevant and effective.

So, try to keep in mind these few factors while making a three-year business plan. Now, let’s move forward and explore several types of business plan templates.

Examples of 3-year business plan templates

As there are several types of 3-year business plan templates available, no two business owners prepare the same kind of 3-year plan.

This is so because the business plan template that works best for your company depends on the age of your business, objectives, and the purpose behind using the plan.

Here are a few examples that are tailored to different aspects of business planning:

Traditional three year business plan template

This kind of business plan template follows the standard format as you establish a new business or startup, define the target audience, and market your products/services. It includes lengthy sections about company overview, market analysis, sales and marketing strategy, or financial forecasting. So, this will provide a detailed plan for your business over the next 3 years.

Strategic plan for growth and expansion

When you’ve been running the business for a few years and thinking about expansion or growth, a strategic growth plan might be your choice. It will help you approach your growth strategically and provide the best opportunities to identify risks and techniques to mitigate them. So, this type of template helps align your business activities with long-term objectives.

Simple one-page plan

As the name suggests, it is a single-page business plan that helps you provide a high-level overview of your business to the partners, investors, or other stakeholders. Since it is shorter in length, it highlights the most crucial points, and even writing a one-page business plan can be much simpler and quicker compared to the traditional business plan.

Start preparing your business plan

Finally, with the help of details and resources provided in this guide, you’re well-equipped to start an exciting journey of preparing a successful 3-year business plan.

Whether you’re an experienced entrepreneur or a new business owner, you can consider using a business plan app like Upmetrics to streamline your business planning approach.

Upmetrics is a user-friendly platform that provides easy-to-follow guides, 400+ business plan examples, and AI support to create an actionable plan in manageable steps. It also helps you develop realistic financial projections if needed or when you feel stuck with a financial plan.

So, start writing your plan today and bring your vision to life!

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Fill-in-the-blanks, AI-assistance, and automatic financials make it easy.

Frequently Asked Questions

Is it good to make a 3-year strategic plan.

Creating a 3-year or long-term plan is highly beneficial for your business. It helps you set clear goals, anticipate potential risks & challenges, develop a realistic financial outlook, demonstrate growth potential to investors, and build their confidence. So, it guides you in the right direction to attain sustainable growth and success over the long term.

How much detail should I include in the financial projections?

The following are a few key elements that you need to include in your financial projections:

• Sales forecast
• Expenses budget
• Cash flow statement
• Profit and loss statement (Income statement)
• Balance sheet
• External funding needs

How long should my 3-year business plan be?

The length of a 3-year business plan typically ranges from 15-35 pages and beyond as it depends on your purpose, business concept, objectives, resources you plan to use, and the strategies you will need to achieve your business goals.

Can I write a business plan myself?

Of course, you can write your business plan by yourself. If you are new to the planning process, you may get help from various resources available, such as business plan software, online guides, templates, strategic planning sessions, and professional writers.

What's the best way to format my 3-year plan?

The best way to format your 3-year plan depends on your specific needs, target market, and business strategy. You may follow the below guidelines to create a professional-looking business plan:

• Write a compelling executive summary
• Provide a detailed company overview
• Conduct thorough market and industry analysis
• Describe the products and services
• Outline sales and marketing strategy
• Summarize operations plan
• Introduce your management team
• Present 3-year financial forecast

About the Author

Upmetrics Team

Upmetrics is the #1 business planning software that helps entrepreneurs and business owners create investment-ready business plans using AI. We regularly share business planning insights on our blog. Check out the Upmetrics blog for such interesting reads. Read more

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3 Year Plan

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Plan your business objectives and strategies for the next three years

What is 3 year plan template.

A 3-year plan template is a strategic tool that outlines your company's vision, objectives, and strategies for the next three years. It includes key elements such as the year, quarter, objective, strategy, action items, responsible person or team, status, deadline, and comments. This template allows you to plan and track your business goals, strategies, and action items, ensuring that all team members are aligned and working towards the same objectives.

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Who is this 3 Year Plan Template for?

This 3-year plan template is designed for business leaders, strategists, and managers who are responsible for setting the strategic direction of the company. It is also useful for teams and individuals who need to understand the company's strategic goals and their role in achieving them. This includes:

- CEOs and business owners who need to set the strategic direction of the company.

- Strategic planners and business analysts who are responsible for developing and implementing strategic plans.

- Department heads and team leaders who need to align their team's activities with the company's strategic goals.

- Project managers who need to plan and track the progress of strategic initiatives.

- Employees who want to understand the company's strategic goals and how their work contributes to these goals.

Why use this 3 Year Plan Template?

A 3-year plan template is a powerful tool for strategic planning and execution. Here are some reasons why you should use this template:

- Clarity: It provides a clear roadmap of your company's strategic goals and how to achieve them. This helps to align all team members and ensures that everyone is working towards the same objectives.

- Accountability: It assigns responsibility for each action item to a specific person or team, ensuring accountability and ownership.

- Tracking: It allows you to track the progress of each action item, helping you to stay on track and meet your deadlines.

- Flexibility: It is flexible and can be customized to suit your company's specific needs and strategic goals.

- Efficiency: It saves time and effort by providing a structured format for planning and tracking your strategic initiatives.

- Collaboration: It facilitates collaboration by providing a shared view of the company's strategic plan, enabling all team members to work together effectively.

Get Started with 3 Year Plan Template.

Follow these few steps to get started with Lark templates:

1. Click 'Use this template' on the top right corner to sign up for Lark

2. After signing up for Lark, you will be directed to the 3 Year Plan Template on Lark Base. Click 'Use This Template' on the top right corner of Lark Base to copy a version of the 3 Year Plan Template to your workspace.

3. Change fields of the template to fit your needs

4. Take advantage of the full potential of this 3 Year Plan Template.

💡 Helpful reads:

Read more on productivity and collaboration

Why Lark is the best work collaboration tool

How customers use Lark to empower their employees

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Customize user notification preferences for optimal engagement.

Account Annual Reviews

Streamline your account annual review schedules with ease, interest earning accounts, track your interest-earning accounts and optimize your savings.

Account Data Corrections

Correct account data errors efficiently, deceased account management, efficiently manage deceased accounts and assets, account tax management, effortlessly manage tax reporting for multiple accounts, personal loan applications, track personal loan applications with ease, business loan applications, track and manage business loan applications and approvals, mortgage loan status, track mortgage loan applications and statuses, student loan disbursement, track student loan disbursements and status easily, loan payments, track your loan payment history and outstanding balance with ease, loan renegotiation, track loan renegotiation requests and outcomes, construction loan progress, track the progress of your construction project with ease, loan rejection reasons, analyze loan rejection reasons for better decision-making.

Loan Amortization Schedule

Track your loan payments and balances with ease.

Bridging Loans

Track and manage your bridging loans effortlessly.

Agricultural Loans

Track agricultural loans with ease, consumer loans, analyze consumer loan data and track payment status, syndicated loan management, efficiently manage syndicated loans with ease.

Loan Modification Requests

Manage loan modification requests and outcomes efficiently.

Loan Fee Income

Track loan fees and outstanding principal for various loan types.

Loan Applications

Streamline your loan application workflow with ease.

Debt Consolidation Loans

Consolidate your debts with ease and track your loan status effortlessly, loan covenant compliance, track loan covenant compliance for various companies.

Loan Refinance Options

Explore different loan options and rates for refinancing, peer-to-peer lending, manage your peer-to-peer lending records with ease.

Track and manage SME loans with ease

Loan portfolio risk assessment, assess the risk of your loan portfolio with ease, consumer credit, analyze consumer credit data for financial insights.

Loan Origination System Effectiveness

Optimize your loan origination process with this template, credit risk management, analyze credit risk and make informed lending decisions, insurance risk management, manage and mitigate various risks in the insurance industry, fraud risk management, identify and manage fraud risks in your organization, geopolitical risk, analyze geopolitical risks and their impact on business operations.

Environmental Risk

Manage environmental risks with ease.

Technology Adoption

Manage technology adoption risks effectively.

Regulatory Change Impact

Analyze the impact of regulatory changes on your organization, enterprise risk management, manage and mitigate enterprise risks effectively with real-time insights, interest rate risk, analyze interest rate risk forecast data and make informed decisions, stress testing scenarios, analyze potential financial stress scenarios with ease, risk mitigation, manage and mitigate risks effectively with a comprehensive risk mitigation plan, outsourcing risk management, manage and mitigate project risks with ease, insurance claim risk, analyze insurance claim risk with ease, counterparty risk management, manage counterparty risk effectively with this template, data privacy risk, identify and mitigate data privacy risks within your organization, business continuity risk assessment, identify and mitigate business continuity risks with ease.

Credit Scoring Models

Analyze credit scoring model risk with ease, risk-based pricing, optimize your loan approval process with a risk-based pricing model, risk data aggregation, aggregate and manage risk data quality for better decision-making.

Trading Risk Management

Optimize your trading risk management with real-time data analysis, financial sector risk, analyze and manage financial sector risk trends with ease.

Crisis Management and Response

Create a comprehensive crisis management and response plan for your organization, risk assessment for new initiatives, assess risks for new product launches with ease.

Anti-Money Laundering (AML) Activities

Track and manage suspicious financial activities for compliance purposes.

Regulatory Submissions

Track and manage regulatory submissions efficiently, conflict of interest declarations, track and manage conflict of interest declarations with ease, customer due diligence, organize and manage customer due diligence files efficiently.

Trade Surveillance

Track and monitor trades for compliance and risk management, know your customer (kyc), create and manage kyc profiles for customers.

Data Privacy Assurance

Track and monitor user actions in your system for data privacy compliance, sanctions screening, efficiently manage sanctions screening results for entities and individuals, compliance incident management, efficiently manage compliance incidents with detailed tracking and resolution capabilities, regulatory changes, stay compliant with regulatory changes with ease.

Complaint Handling and Resolution

Track and resolve customer complaints efficiently.

Insider Trading Monitoring

Monitor insider trading activities with ease.

Credit Compliance

Streamline your credit compliance audits with ease.

Accessibility Standards Compliance

Ensure your website meets accessibility standards with ease.

Third-Party Vendor Compliance Assessment

Track compliance assessments for third-party vendors.

Anti-Tax Evasion

Manage your anti-tax evasion controls with ease.

Ethics Compliance Status

Track and manage ethics compliance activities across departments, financial promotion compliance, ensure compliance with financial promotion regulations, cross-border regulatory compliance, ensure compliance with cross-border regulations effortlessly.

FATCA and CRS Compliance

Effortlessly manage fatca and crs reporting for account holders, compliance training curriculum management, manage your compliance training curriculum with ease.

Investment Portfolio Performance Analysis

Analyze your investment portfolio performance with ease, portfolio valuation, track and analyze your investment portfolio performance, dividend income management, track your dividend income and reinvestment records, tax liability optimization strategies, optimize tax liability with strategic financial planning.

Fixed Income Securities Management

Manage your fixed income securities with ease.

Commodity Investments

Track your commodity investments with ease.

Cryptocurrency Investments

Track your cryptocurrency investments with ease.

Green and Sustainable Investments

Analyze and track your green and sustainable investments with ease, strategic asset allocation, optimize your investment portfolio with strategic asset allocation.

Insurance Portfolio Management

Manage your insurance policies with ease, venture capital investments, track your venture capital investments with ease, portfolio credit risk assessment, assess and manage credit risk in your loan portfolio, high-yield investment management, monitor and track high-yield investments with ease.

Infrastructure Investments

Track infrastructure investments with ease, quantitative investment strategies, optimize your investment strategies with data-driven decisions, fund manager performance, analyze fund manager performance metrics with ease, illiquid assets management, manage illiquid assets with ease, portfolio benchmarking, compare your portfolio performance against benchmark indices, impact investments, track impact investments and financial returns with ease, retirement portfolio management, manage your retirement portfolio with ease, tactical asset allocation adjustments, optimize your asset allocation strategy with tactical adjustments, investment committee decisions, track investment committee decisions and action items, historical portfolio performance analysis, analyze historical portfolio performance with ease, client portfolio reviews, track client portfolio review meetings and follow-up actions.

Monthly Expenses

Track your monthly expenses and manage your budget effectively.

Capital Budgeting

Track your capital budgeting projects with ease.

Revenue Forecasting

Forecast your revenue growth with different models, cash flow forecasting, track your cash flow projections and actuals with ease.

Financial Health Analysis

Analyze your financial health with ease.

Profit and Loss Statements

Track your financial performance with ease, break-even analysis, visualize your break-even analysis with interactive charts, project budgeting, track your project budget with ease.

Zero-Based Budgeting

Track your income, expenses, and savings with ease, portfolio insurance strategies, protect your portfolio with various insurance strategies, annual budgeting, track your annual budget plans with ease, quarterly financial reports, track your quarterly financial performance and set goals for the next quarter, variance analysis, analyze budgeted vs. actual amounts and variances for different periods.

Financial Ratios

Analyze financial ratios to assess liquidity, profitability, solvency, efficiency, and market performance, expense approval, track and manage employee expense approvals efficiently, fixed vs. variable costs, analyze fixed vs. variable costs for your project.

Long-Term Financial Planning

Visualize your long-term financial plan with ease.

Short-Term Resource Allocation

Optimize your short-term resource allocation with ease, financial contingency planning, manage financial risks with a comprehensive contingency plan, budget utilization, track your department/project budget utilization rates with ease.

Cost Reduction Targets

Track cost reduction initiatives and savings targets, capital expenditure, track and manage capital expenditures with ease.

Revenue Generation Strategies

Optimize your revenue generation strategies with ease, financial decision making, make informed financial decisions with ease, research and development funding, track your research and development funding plans with ease.

Operational Efficiency

Optimize your operational efficiency with data-driven insights, tax planning strategies, maximize your tax savings with strategic investments and deductions.

Grant Management

Track and manage grant projects efficiently, financial compliance management, monitor financial compliance with ease.

Savings Plan Effectiveness

Track your monthly savings progress and goals, financial kpis, track your financial kpis with ease.

Organizational Wealth Management

Track your organizational wealth with ease.

Financial Training Programs

Plan your financial training programs with ease, customer database management, efficiently manage customer data and interactions.

Client Interactions

Track and manage client interactions efficiently, customer segmentation, analyze customer segmentation data for targeted marketing strategies.

Customer Satisfaction

Analyze customer feedback data for product improvement, client account status, track and manage client account status effectively.

Customer Retention Strategies

Implement customer retention strategies to boost loyalty and engagement, new client onboarding, streamline your new client onboarding processes with ease.

Loyalty Program Management

Manage your loyalty program members with ease, customer behavior analysis, track customer behavior and interactions for better insights, lead generation effectiveness, track your lead generation effectiveness with ease, client service issue resolution, efficiently manage client service issue resolution, marketing campaign impact on sales, analyze the impact of marketing campaigns on customers, high-value customer management, create and manage high-value customer programs with ease.

Client Risk Assessment

Assess client risk levels and red flags for better decision-making.

Customer Event Planning and Management

Effortlessly plan and manage customer events with ease.

Customer Journey Mapping

Map out your customer journey with ease, customer touchpoints, analyze customer touchpoints to improve customer experience.

CRM Integration Effectiveness

Optimize your crm integration effectiveness with data-driven insights, customer acquisition, optimize your marketing campaigns with customer acquisition cost analysis, customer churn rate, analyze customer churn rates and reasons for churn, customer engagement, analyze customer engagement levels and feedback scores.

VIP Customer Care

Enhance customer care programs for vip clients, customer referral programs, track your customer referrals with ease, customer reward systems, analyze customer reward system data for better marketing strategies, cross-selling and upselling, maximize revenue with cross-selling and upselling strategies.

Customer Support Ticket Management

Efficiently manage customer support tickets with ease.

Client Meeting Scheduling

Efficiently schedule and manage client meetings with ease, customer data privacy management, manage customer data privacy compliance and consent status.

Digital Customer Engagement

Optimize your digital customer engagement with ease.

Customer Payment Preferences

Manage customer payment preferences with ease.

Client Exit Interviews

Gather feedback from exiting clients to improve customer satisfaction.

Phishing Attack Prevention

Track and manage phishing attack incidents, fraud prevention training, track employee fraud prevention training progress, fraud risk assessment, assess and mitigate fraud risks effectively with this comprehensive matrix.

Biometric Fraud Prevention

Track and manage biometric fraud cases efficiently, atm fraud transactions, track atm transactions for fraud detection and investigation, e-commerce fraud, analyze e-commerce fraud indicators and take appropriate actions, anti-fraud workflow management, streamline your anti-fraud workflow with ease, fraud notification systems, streamline your audit process with ease, counterfeit product detection, track counterfeit product reports and actions taken, fraud detection technology, streamline your fraud detection technology updates with ease.

Fraud Awareness Campaigns

Track and analyze your fraud awareness campaign metrics, fraud mitigation training effectiveness, enhance fraud mitigation training effectiveness with data-driven insights, forensic audits, track user actions and outcomes in real-time, fraud impact on financials, analyze financial impact of fraud incidents, security breach follow-up, track and manage security breach incidents and follow-up actions.

Fraud Risk Profiling

Manage and mitigate fraud risks effectively, loss prevention strategies, implement effective loss prevention strategies for your business.

Point of Sale Fraud Management

Detect and prevent fraudulent transactions in real-time, fraud detection compliance, streamline your fraud detection compliance reports with ease, sales targets, track and analyze sales team performance against targets.

Supply Chain Reliability

Analyze supplier performance and risk levels for better decision-making.

Quality Control Strategies

Track product quality control statistics with ease.

HR Compliance

Streamline your hr compliance reporting with ease, client satisfaction, track client satisfaction indices and feedback for follow-up actions.

Corporate Social Responsibility

Track and showcase your corporate social responsibility initiatives outcomes.

Energy Consumption

Track and analyze energy consumption data for efficient resource management, customer retention, analyze customer retention rates and reasons for leaving, investment portfolio management, track your investment portfolio returns and performance, employee turnover and retention, analyze employee turnover and retention rates with ease, procurement performance, track and optimize your procurement performance metrics, business continuity readiness, ensure your critical functions are ready for any disruption, product development, track your product development milestones and tasks with ease.

Competitive Benchmarking

Analyze your company's performance against competitors in key metrics, change management effectiveness, enhance your change management effectiveness with this template.

Liabilities Template

Track your liabilities and payments with ease, capital and operating leases, track your capital and operating leases with ease, deferred tax liabilities assessment, manage your deferred tax liabilities with ease, equity asset management, efficiently manage your equity assets with real-time tracking and analysis.

Liability Consolidation

Consolidate all your liabilities in one place for better financial management.

Impairment Testing

Track and analyze impairment test results for patients, collateral assets, track and manage your collateral assets with ease.

Asset Finance Assessment

Manage your asset finance agreements with ease, liability management strategies, optimize your liability management strategies with ease, asset retirement obligations, track and manage asset retirement obligations with ease.

Warranty Reserves

Track warranty claims and reserves for products.

Angel Investments

Track your angel investments and portfolio performance, green energy investments, track your green energy investments with ease.

Start-Up Investments

Track your startup investments and outcomes, exchange-traded funds (etfs), analyze and compare exchange-traded funds (etfs) for investment decisions, foreign investments, track and report foreign investments with ease.

Sustainable and Responsible Investments

Track your sustainable and responsible investments with ease, liquidity events, plan your liquidity events with ease.

Capital Gains

Track your capital gains and losses for various assets.

High-Net-Worth Individual (HNWI) Investments

Track your high-net-worth individual investments with ease.

Economic Impact of Investments

Analyze the economic impact of investments across sectors, mergers and acquisitions investments, integrate your mergers and acquisitions seamlessly.

Currency Exposure Management

Manage currency exposure with ease, track investment decisions and action items from committee meetings.

Compliance Monitoring

Track and manage compliance requirements across different areas, anti-money laundering (aml) compliance, streamline your aml compliance process with ease, know your customer (kyc) compliance, streamline your kyc compliance process with ease, insider trading surveillance, track insider trading activities with ease, esg (environmental, social, and governance) compliance, track and report on your esg performance metrics, consumer financial protection bureau (cfpb) compliance, track and manage consumer complaints and compliance actions, liquidity coverage ratio (lcr) compliance, optimize your liquidity coverage ratio reporting with ease, operational risk management, manage and mitigate operational risks effectively, compliance audit documentation, streamline your compliance audit documentation process, transaction documentation, data privacy audit, track and manage data privacy audit findings and actions.

Market Conduct Compliance

Ensure compliance with data protection, anti-money laundering, employee conduct, health and safety, product safety, insider trading, fair competition, and licensing requirements.

Financial Assessments

Analyze your financial performance with ease.

Track and manage conflict of interest declarations within your organization

Trading compliance, track trading compliance logs and ensure regulatory adherence, regulatory interview documentation, streamline your interview documentation process, risk management compliance, manage and mitigate risks with ease.

Legal Case Management for Compliance

Efficiently manage legal cases related to compliance issues.

Export Control Compliance

Ensure export control compliance with ease.

Whistleblower Case Management

Efficiently manage whistleblower cases with ease, cash management strategies, optimize your cash management strategies with these templates.

Liquidity Forecasting

Forecast your cash flow with ease, financial hedging techniques, explore different financial hedging techniques to manage risk effectively, interest rate management, manage interest rates for various financial products and institutions, foreign exchange management, manage foreign exchange transactions with ease, bank relationship management, manage your bank relationships with ease, electronic funds transfer management, effortlessly track and manage electronic fund transfers.

Treasury Operations

Streamline your treasury operations audit process, liquidity reserves management, optimize your liquidity reserves management with real-time data analysis.

Corporate Financing Strategies

Explore various corporate financing strategies for your business growth.

Asset and Liability Management

Optimize your asset and liability matching strategy for financial stability, treasury technology management, optimize your treasury operations with ease, bank fee management, analyze and track bank fees for different account types and fee types, treasury security, enhance your security measures with detailed protocols and reviews, treasury training programs, optimize your treasury training programs with ease.

Guarantees and Letters of Credit Management

Manage guarantees and letters of credit efficiently, debt issuance, track and manage debt issuances with ease, treasury cost savings initiatives, optimize your cost savings initiatives with ease, cash handling procedures, establish and manage cash handling policies for your organization, treasury data management, track your financial transactions and investments with ease, investment policy compliance, ensure compliance with investment policies and regulations.

Suspicious Activity Reports

Report and track suspicious activities in your workplace, anti-money laundering (aml) case management, track and manage anti-money laundering (aml) cases efficiently.

Compliance Checks for High-Risk Clients

Track compliance status and risk levels for high-risk customers, cross-border funds management, monitor cross-border funds transactions with ease, financial intelligence unit management, streamline your financial intelligence unit reporting process.

Board Meeting Minutes

Keep track of meeting details, attendees, discussions, and action items, corporate social responsibility (csr) initiatives, track and manage your corporate social responsibility initiatives with ease, governance risk management, manage governance risk with ease, shareholder engagement, efficiently manage shareholder engagement reports and action items, corporate transparency, evaluate corporate transparency across industries and countries, legal compliance, streamline your legal compliance reporting with ease, customer complaint handling, efficiently manage customer complaints and resolutions, client interaction management, keep track of client interactions and follow-up actions.

Customer Onboarding Experience

Evaluate and improve customer onboarding experience.

Service Improvement Projects

Track project tasks, deadlines, and progress with ease.

Multi-Channel Customer Support

Track and manage customer support inquiries across multiple channels, client lifecycle value, analyze client lifecycle value and churn status, financial forecasting, visualize and track your financial forecast with ease, cost-benefit analysis, analyze the costs and benefits of software upgrades and investments, financial scenario planning, plan your financial scenarios with ease, financial leverage ratios compliance, calculate financial leverage ratios for better decision-making, plan your long-term financial goals and track your progress over the years, customer portal update log for web development, keep track of your portal updates with ease, legacy system upgrade log for it staff, track system upgrades and maintenance activities with ease.

Technical Debt Tracker for Engineering

Track and manage technical debt in your engineering projects.

Application Scaling Strategy for Cloud Operations

Optimize your application scaling strategy for cloud engineers, software training program outline for new employees, create a comprehensive software training program outline for trainers.

Third-Party Integration Log for System Integration

Track and manage third-party integrations for seamless operations, feature roadmap and timeline for product strategy, plan your feature roadmap and timeline with ease, software budget forecast for financial planning, optimize your software budget forecast for financial planners, change management record for project management, track and manage change requests for project leads, build failure log for build engineers, track and resolve build failures efficiently.

Developer Onboarding Checklist for HR

Streamline the onboarding process for new developers, patch management schedule for it operations, manage your software patch updates with ease, developer onboarding checklist for hr coordination.

Employee Exit Interview Form for Technical Staff

Collect feedback from exiting employees in tech companies, tech job description template for hiring managers, craft detailed job descriptions for tech roles with ease, candidate interview scorecard for technical positions, evaluate candidates for technical roles with a comprehensive scorecard.

Remote Work Policy Compliance Tracker

Track and manage employee compliance with remote work policies, salary benchmarking report for talent management, compare base salary, bonus, and total compensation for various tech roles in different locations, employee equipment allocation log for it, track employee equipment allocation and condition changes, layoff and severance tracker for hr management, track employee terminations, severance packages, and outplacement services offered, tech workforce planning tool for strategy, optimize your tech workforce planning with strategic hr tools.

Recruitment Pipeline Dashboard for Talent Acquisition

Streamline your recruitment process with a comprehensive pipeline dashboard.

Tech Team Building Event Planner

Plan your tech team building event with ease, staff training needs assessment for training coordination, identify and address employee training needs efficiently, tech staff promotion tracker for hr department, track employee promotions and eligibility for future promotions.

IT Certification Tracking for Employee Development

Track employee it certifications for professional development, technical interview question bank for recruiters, create a technical interview question bank for recruiters, workforce capacity utilization report, track employee work hours, projects, and performance metrics, tech mentorship program details for participants, tech mentorship program details for participants, remote access equipment log for it management, track remote access equipment assignments and status, tech employee onboarding experience survey, enhance your employee onboarding experience with data-driven insights.

Probation Period Review Form for HR

Streamline your probation period reviews for new hires, tech staff skill inventory database for resource management, efficiently manage your tech staff skill inventory for resource planning, employee non-compete agreement tracker, track employee non-compete agreements for legal compliance.

Job Candidate Evaluation Form for Technical Interviews

Evaluate job candidates for technical interviews, performance bonus allocation spreadsheet for hr, allocate performance bonuses for finance team members based on their performance and eligibility, employee retirement planning guide for hr, create personalized retirement plans for employees based on their financial goals and current savings, tech project budget overview, track your project budget and expenses with ease, cost-benefit analysis for software implementation, analyze the cost and benefits of software implementations.

IT Project Funding Request Form

Streamline your it project funding requests with ease, technology r&d expense report, track your technology r&d expenses with ease, quarterly it expenditure report, track your it expenses and budget allocation quarterly, cloud computing cost analysis, analyze cloud computing costs with ease, financial forecast for tech products, forecast financials for tech product launches, saas pricing model calculation, optimize your saas pricing strategy with ease, venture capital pitch budget, plan your venture capital pitch budget with ease, cost allocation model for it services, allocate costs for it services efficiently, financial risk assessment for tech projects, assess and manage financial risks for tech projects, financial planning for ai development, track your ai development project finances with ease, software license cost analysis, track software license costs and details efficiently, it security budget planning, track your it security expenses and budget allocations.

Tech Workshop Financial Overview

Effortlessly manage your workshop finances and track income sources, revenue stream analysis for tech businesses, analyze revenue streams for tech companies with ease, expense reimbursement form for employees, streamline your expense reimbursement process for it staff, operational expenditure (opex) report, track and manage operational expenses for it projects, technology consulting fee structure, track technology consulting fees and project details, financial compliance checklist for tech, stay compliant with financial regulations and avoid penalties, tech support incident log, track and manage tech support incidents with ease, it service level agreement (sla) template, track and manage it service level agreements with ease, tech product warranty policy, keep track of your tech product warranties with ease, mobile app support ticket log, efficiently manage support tickets for your mobile app, it support call tracking sheet, efficiently manage it support tickets and resolutions, tech support cost analysis, analyze tech support costs with ease, third-party service provider evaluation, evaluate third-party service providers with ease.

IT Incident Record Book

Create an it incident recovery plan with ease, end-user it support survey, resolve common it issues with ease, system backup procedure manual, efficiently track system backups with detailed logs, it support outsourcing agreement, track it support outsourcing agreements with ease, client it infrastructure setup plan, streamline your it infrastructure setup process with ease, tech support workflow diagram, streamline your tech support workflow with ease, it help desk ticket prioritization guidelines, prioritize it help desk tickets efficiently, technology help desk faqs document, get quick answers to common technology questions with our faq template, service ticket lifecycle management, track and manage service tickets efficiently, client technology setup approval form, streamline client technology setup approvals with ease, it support team shift schedule, efficiently manage it support team shift schedules.

Technology End-Of-Life Support Plan

Create an end-of-life support plan for technology products.

Remote IT Assistance Guidelines

Track and manage it support tickets efficiently, technology transition support plan, streamline your technology transition process with ease, it support team budget analysis, track your it support team budget allocation and expenses, phishing attack report log for cybersecurity operations, track and manage phishing incident reports for cybersecurity operations, security patch implementation tracker for it departments, track and manage security patch implementation across various systems, data breach response plan for security teams, efficiently manage data breach incidents with a structured response plan, intrusion detection system log for it security, analyze and track security alerts from your intrusion detection system, information security policy compliance checklist, track compliance with information security policies.

Cybersecurity Insurance Coverage Plan

Manage cybersecurity insurance claims with ease, user privilege audit report for it management, manage user privileges and access levels efficiently.

Security Device Maintenance Log

Keep track of security device maintenance and resolutions, it security vendor assessment, assess and manage it security vendors with ease, third-party security review checklist, ensure compliance and security with third-party vendors, cybersecurity budget planner, track cybersecurity expenses and budget variances with ease, security incident severity analysis, analyze security incident severity levels and impacts, cloud security configuration checklist, ensure compliance with cloud security best practices, security awareness campaign planner, track and manage your security awareness campaigns with ease, ransomware response checklist for it, respond effectively to a ransomware attack with this comprehensive checklist.

Digital Forensics Investigation Protocol

Streamline your digital forensics investigations with ease, network access logs for security monitoring, track user access and actions for security audits, security certification tracker for compliance, track employee security certifications for compliance, penetration testing schedule for it security, schedule your penetration testing sessions with ease, secure code review checklist for developers, ensure secure coding practices with this checklist for developers, vpn usage report for network security, track user login and logout activities for network security, security compliance certification log, track and manage security compliance certifications efficiently, remote work security policy, enhance your remote work security procedures with ease, cybersecurity kpi dashboard for it management, track your cybersecurity kpis and take action to improve security measures, cybersecurity policy update log, track and manage cybersecurity policy updates with ease, identity and access management review, manage user access and compliance with ease, insider threat detection strategy, create an insider threat detection report with ease.

Security Architecture Review for IT Systems

Review and assess security architecture for it projects, data quality audit checklist for tech departments, ensure data accuracy, completeness, consistency, timeliness, validity, integrity, uniqueness, and accessibility with this data quality audit checklist, big data project tracker for data science teams, track and manage big data projects for data scientists, data integration workflow for it, streamline your data integration workflow for it teams.

Customer Data Analysis Report for Marketing

Analyze customer data to optimize marketing strategies, data governance policy compliance, track and manage data governance policy compliance.

Machine Learning Model Performance Review

Track and analyze machine learning model performance.

Database Migration Schedule for IT Operations

Streamline your database migration process with ease, real-time analytics dashboard for executives, track your e-commerce performance in real-time with this analytics dashboard.

Business Intelligence Report for Strategic Decisions

Create insightful business intelligence reports for strategic decision-making, predictive analytics implementation plan, optimize your predictive analytics models with ease, cloud data management checklist, ensure data security and compliance with this cloud data management checklist, unstructured data handling protocol, streamline your unstructured data handling procedures, master data management strategy, manage customer, product, and supplier data with ease, data quality metrics dashboard for analysts, monitor and improve data quality metrics for better decision-making, customer segmentation analysis, segment your customers based on demographics and behavior, third-party data sharing agreement, manage third-party data sharing agreements with ease, business data insights report for executives, analyze key business metrics and insights for executive decision-making, data security protocol for tech, ensure data security with comprehensive protocols for tech teams, web analytics integration strategy, streamline your web analytics integration process with ease, big data procurement plan for it, streamline your it procurement process for big data projects, database performance report for database administrators, monitor and analyze database performance metrics for efficient operations, data science project budget template, manage your data science project budget with ease.

Real-Time Data Streaming Management

Monitor real-time data streams with ease, online data collection methods, streamline your online data collection strategy with ease, tech product launch plan for marketing team, plan your product launches with ease, digital marketing campaign tracker for tech products, track and analyze digital marketing campaigns for tech brands.

Social Media Analytics for Tech Brands

Analyze social media performance for tech products with ease, email marketing performance dashboard for digital marketing, analyze your email marketing performance with ease, influencer partnership tracker for tech products, track influencer partnerships for tech promotions, tech product review collection strategy, collect and analyze tech product reviews for insights, roi analysis for tech advertising, analyze the roi of your tech ad campaigns with ease, content calendar for tech marketing, plan your content calendar for tech blogs with ease, seo keyword tracker for tech websites, track your seo keywords for tech websites with ease, ppc campaign optimization sheet for online advertising, optimize your ppc campaigns for maximum roi, customer journey map for tech product users, map out the customer journey for tech shoppers, tech webinar planning guide, plan and organize tech webinars with ease, online event audience feedback collection, collect feedback from event attendees and analyze satisfaction levels.

Tech Product Video Marketing Strategy

Create a comprehensive video marketing schedule for a tech product launch.

Social Media Content Plan for Tech Companies

Plan your social media content for tech product launches with ease, tech product positioning strategy, compare tech products based on performance, value, and market segment, customer persona template for tech marketing, create detailed customer personas for tech markets, tech branding guidelines document, ensure consistent branding across all materials with our tech branding guidelines checklist, marketing lead scoring system, automate your lead scoring process with ease, digital asset management for marketing, multi-channel marketing report for tech products, track your multi-channel marketing performance for tech products, marketing automation workflow setup, automate your marketing workflow for tech companies, public relations impact report for tech companies, analyze the impact of pr activities on web traffic and sales for tech companies, tech product catalogue update procedure, track and manage updates to your tech product catalogue, user feedback survey for tech products, collect and analyze user feedback for tech products, brand awareness survey for tech enterprises, analyze brand awareness survey data for tech enterprises, sponsorship effectiveness analysis for tech events, analyze the effectiveness of sponsorships for tech events, paid media budget tracking for digital campaigns, track your paid media budget for tech ads efficiently, customer advocacy program sheet for tech companies, manage your customer advocacy program for tech services with ease, youtube analytics for tech channel, analyze your youtube channel performance with detailed insights, organic traffic report for tech websites, optimize your organic traffic with data-driven insights, compliance tracking spreadsheet for tech regulations, track compliance with tech regulations across regions, patent filing tracker for tech innovations, track patent filings for tech innovations with ease, legal document repository for tech companies, organize and manage legal documents for your tech startup, gdpr compliance checklist for data protection, ensure gdpr compliance with this comprehensive checklist for data officers, technology licensing agreement template, create a comprehensive technology licensing agreement with ease, it security policy compliance document, ensure it security policy compliance with ease, vendor compliance evaluation for tech projects, track vendor compliance evaluations and upcoming reviews, software compliance audit checklist, track software compliance audit results and actions needed, export control compliance for tech products, manage export control compliance for tech products, legal hold procedure guide for tech litigation, streamline your legal hold process for tech litigations, regulatory change management for tech, manage regulatory changes for tech firms with ease, intellectual property portfolio management, review and manage your intellectual property portfolio efficiently, tech product liability analysis, assess and mitigate potential risks in tech product development, legal review for tech marketing campaigns, streamline your marketing material approval process, environmental compliance report for tech manufacturing, track environmental compliance checks and corrective actions for manufacturing facilities, anti-bribery compliance checklist for tech sector, ensure compliance with anti-bribery regulations in tech deals.

Daily Sales Tracker Template For F&B Store Managers

Track daily sales, transactions, top-selling items, and more for your f&b store.

Weekly Sales Summary Dashboard For Restaurant Owners

Track your restaurant's weekly sales performance and key metrics.

Comprehensive Shift Scheduling Tool For Shift Supervisors

Efficiently schedule employee shifts with customizable preferences and notes, shift swap request form template for restaurants, efficiently manage shift swaps for restaurant staff.

Morning Opening Routine Checklist For Store Operations

Streamline your morning opening routine checklist for store operations managers.

Weekly Supplier Order Form For Procurement Officers

Efficiently manage weekly supplier orders with ease, maintenance service request form for facility managers, track maintenance service requests for different facilities.

Quick Incident Reporting Form For Safety Managers

Efficiently report workplace incidents with a quick form, streamlined customer complaint log for customer service managers, streamline customer complaint management for better customer service, reservation management system template for hosts and guests, efficiently manage reservations for your restaurant or event space, special event booking form for event coordinators, streamline your event planning process with a comprehensive booking form.

Customizable Catering Request Form For Catering Businesses

Customize your catering request form for seamless event planning, efficient delivery log sheet for delivery coordinators, efficiently track and manage delivery details for your logistics operations.

Takeout Order Tracking System

Track and manage takeout orders efficiently.

Dynamic Waitlist Management Template For Receptionists

Efficiently manage customer waitlists and reservations for reception managers.

Smart Table Management System For Restaurants

Efficiently manage restaurant reservations and seating arrangements.

Tip Distribution Calculation Sheet For Payroll Staff

Efficiently calculate and distribute tips for payroll specialists.

Gift Certificate Management System For Sales Managers

Manage gift certificates for sales managers with ease, promotion approval request form for marketing managers, streamline your promotion approval process for marketing managers, marketing promotion tracking template for marketing departments, track and analyze marketing promotions for targeted audiences across various channels, detailed loss prevention checklist for security managers, ensure compliance and security with a detailed loss prevention checklist, breakage and spillage log template for quality assurance teams, track and manage breakage and spillage incidents in your workplace, emergency contact directory for hr departments, organize employee emergency contact information for hr managers, interactive customer feedback form for service quality managers, interactive customer feedback form for service quality managers, parking coordination planner for valet services, efficiently manage valet parking services with a comprehensive planner, public transport access guide for location staff, optimize public transport accessibility for strategic locations.

Local Business Partnership Log For Business Development Managers

Track and manage your local business partnerships with ease, in-depth market analysis template for market analysts, conduct a comprehensive market analysis for various industries, supplier contact list template for procurement departments, efficiently manage supplier contact information for procurement managers.

Monthly Price Comparison Chart For Cost Analysts

Analyze monthly price changes for various products and services.

Bulk Order Discount Inquiry Form For Purchasing Departments

Streamline your bulk order discount inquiries with ease, return policy tracker for customer service departments, track and manage customer return requests efficiently, inventory accuracy check sheet for audit teams, track and manage inventory accuracy for audit officers.

Import Duty Calculator For Import Managers

Calculate import duties and taxes for your international shipments, ethical sourcing guidelines for ethical procurement departments, evaluate suppliers based on labor practices, environmental practices, safety standards, and fair trade certifications, vegan product checklist for menu developers, create a checklist for vegan menu development, halal certification tracker for compliance officers, track and manage halal certification status for food products, fair trade product list for social responsibility departments, create a fair trade product list for social responsibility managers, seasonal recipe adjustments planner for chefs, customize seasonal recipes with alternative ingredients and adjustments, special event supply list for event planners, track your event supplies and orders with ease, out-of-stock alternatives guide for sales teams, guide for sales managers on out-of-stock alternatives, new product request form for product development teams, streamline your new product request process for development managers, payment terms agreement template for accounts receivable departments, streamline your payment terms agreements with ease, customer satisfaction survey for marketing departments, gather customer feedback and improve satisfaction levels, birthday club signup form for marketing specialists, create a birthday club signup form for marketing specialists, anniversary promotions planner for event coordinators, plan your promotional activities with ease for upcoming events, seasonal promotions calendar for marketing departments, plan your seasonal promotions with ease.

Influencer Partnership Tracker For PR Teams

Track influencer partnerships and performance metrics, customer loyalty points tracker for loyalty program managers, track customer loyalty points and manage loyalty program data efficiently, event feedback form for event coordinators, collect and analyze event feedback for continuous improvement, marketing budget planner for financial managers, track and optimize your marketing budget for financial planning services, public relations activity log for pr coordinators, track and manage your public relations activities with ease, customer segmentation grid for marketing departments, segment your customers based on demographics and purchase behavior, promotional campaign planner for campaign managers, plan and manage your promotional campaigns with ease, loyalty program effectiveness tracker for marketing staff, track the effectiveness of your loyalty programs for marketing strategists, marketing campaign roi calculator for marketing departments, analyze your marketing campaign roi with ease, online ordering feedback form for e-commerce teams, collect and analyze customer feedback for online orders, marketing channel efficiency analyzer for channel managers, analyze marketing channel efficiency for channel managers, lead generation form for sales leads managers, streamline your lead generation process with our form template, media coverage tracker for media relations departments, track media coverage and analyze impact for your company, trade show planning checklist for event organizers, streamline your trade show planning process with this comprehensive checklist, competitor promotional analysis for strategic managers, analyze competitor promotions for strategic planning, local marketing initiative proposal for local store managers, create and manage local marketing initiatives for your store, influencer content brief for marketing coordinators, streamline your influencer marketing campaigns with ease, vip customer event invitation for vip relations managers, manage vip customer event invitations and follow-ups with ease.

Seasonal Email Campaign Template For Email Campaign Managers

Create engaging seasonal email campaigns for different target audiences.

Customer Retention Analysis Tool For Business Analysts

Understand customer retention and loss reasons with data analysis, marketing material inventory list for marketing material coordinators, manage your marketing material inventory with ease.

Brand Positioning Worksheet For Brand Strategists

Create a brand positioning worksheet for brand strategists, crisis communication plan for crisis managers, create a crisis communication plan for various crisis scenarios, event sponsorship evaluation form for sponsorship coordinators, evaluate event sponsorships for optimal roi, marketing compliance checklist for compliance departments, ensure marketing compliance with ease, digital presence audit for digital strategists, audit your digital presence across various channels and optimize for better engagement, content marketing strategy planner for content managers, plan your content marketing strategy with ease, interview evaluation form for hiring teams, evaluate candidates for various positions with ease, time off request form for department managers, streamline time-off requests for department heads with ease, work injury report form for safety departments, streamline work injury reporting and management for safety managers, employee exit interview form for hr specialists, streamline your employee exit interview process with this form for hr specialists, labor cost analysis report for financial analysts, analyze labor costs for different departments and positions, payroll calculator for payroll departments, automate your payroll calculations with ease, incident report form for security departments, streamline incident reporting for security officers, staff contact directory for office managers, organize your staff contact information with ease, team building activity planner for team coordinators, plan engaging team bonding events with ease, mentorship program outline for mentoring coordinators, plan and execute a comprehensive mentorship program for mentoring coordinators.

Employee Wellness Program Template For Wellness Managers

Track employee participation and progress in wellness programs, hr policy update notice for all departments, inform employees about recent updates to hr policies, retirement planning worksheet for financial planners, plan your retirement with ease, diversity and inclusion training schedule for diversity managers, plan your diversity and inclusion training schedule with ease, employee feedback collection form for feedback teams, collect and analyze employee feedback for actionable insights, non-disclosure agreement for hr departments, create a comprehensive non-disclosure agreement for hr managers, employee referral form for recruitment teams, streamline your employee referral process for recruitment managers, job offer letter template for hiring managers, streamline your hiring process with customizable job offer letters, employee of the month voting form for team members, recognize outstanding team members with an employee of the month voting form, hr incident log for incident coordinators, track and manage workplace incidents with ease.

Daily Kitchen Sanitation Checklist For Sanitation Supervisors

Ensure cleanliness and safety in your kitchen with this daily sanitation checklist, monthly pest control log for facility managers, track and manage pest control activities in your facility with ease.

Food Storage Guidelines Poster For Kitchen Managers

Keep your kitchen organized and safe with proper food storage guidelines, cross-contamination prevention checklist for food safety teams, ensure food safety and compliance with a cross-contamination prevention checklist for chefs.

Cook-Off Evaluation Form For Executive Chefs

Evaluate executive chefs in a cook-off competition.

Customer Allergy Alert Form For Waitstaff

Create a customer allergy alert form for wait staff.

Corrective Action Report For Quality Incidents For Quality Assurance Departments

Track and manage quality incidents with ease, product quality review for product managers, track and manage product quality metrics and customer satisfaction ratings.

Ingredient Specification Sheet For Purchasing Departments

Streamline your ingredient procurement process with detailed specifications, final product release checklist for production managers, ensure a smooth final product release process with this comprehensive checklist for production managers.

Temperature Logs For Refrigeration Units For Maintenance Teams

Track and manage temperature logs for refrigeration units maintenance, loan repayment tracker for credit managers, track loan repayments and client details efficiently.

Credit Card Reconciliation Sheet For Accounts Departments

Efficiently reconcile credit card transactions for accurate financial tracking, budget planning template for budget planners, efficiently track and manage departmental budgets with real-time insights, pricing strategy planner for pricing managers, optimize your pricing strategy with ease, risk assessment matrix for risk managers, efficiently manage and mitigate risks with a comprehensive risk assessment matrix, cash handling policy for store managers, establish and enforce cash handling procedures for store managers, revenue forecast model for revenue analysts, forecast your revenue with precision and accuracy, cost reduction plan for cost managers, optimize your department's expenses with a cost reduction plan.

Profit Margin Tracker For Sales Managers

Track your product sales, expenses, and profit margins with ease, fixed asset register for asset managers, track and manage your fixed assets efficiently, financial impact assessment for strategy teams, assess the financial impact of strategic initiatives, debt management plan for debt managers, manage your debts effectively with this debt management plan template, equity management spreadsheet for equity managers, manage your equity investments with ease, currency exchange rate tracker for international business managers, track currency exchange rates for international business managers, fiscal year budget template for financial planners, track and manage departmental budgets with ease, financial transaction log for financial departments, inventory valuation report for inventory accountants, track your inventory valuation and sales performance, financial meeting agenda for financial planners, streamline your financial meetings with a structured agenda, return on investment calculator for investment analysts, calculate your return on investment for various investment types, online order tracking form for e-commerce departments, track and manage online orders with ease, technology vendor contact list for procurement departments, organize your technology vendor contacts for easy procurement management, social media performance report for social media managers, analyze and optimize your social media performance with ease, customer database update form for database managers, update and manage your customer database with ease, technology incident report for it support teams, track and manage technology incidents reported by users.

IT Equipment Checklist For IT Procurement Departments

Track your it equipment procurement process efficiently, system backup schedule for system administrators, efficiently manage system backups with detailed scheduling and monitoring.

Software Licensing Management Tool For Software Managers

Manage software licenses efficiently with our tool, technology implementation roadmap for project managers, streamline your project management process with a comprehensive technology implementation roadmap, data migration plan for data managers, streamline your data migration process with ease, cloud service evaluation for cloud specialists, evaluate cloud service providers for your specific needs, app feature wishlist for product managers, optimize your app feature wishlist for product managers, it asset depreciation schedule for financial managers, track and manage it asset depreciation for financial planning purposes, tech support ticket form for it support departments, streamline your tech support ticketing process with ease, website seo checklist for seo specialists, optimize your website for search engines with this comprehensive seo checklist.

CRM System Evaluation For CRM Departments

Evaluate crm systems for crm managers, mobile device management policy for it departments, manage your mobile device security policies with ease, remote work software toolkit for hr departments, optimize your hr processes with the best remote work software tools, cloud storage options comparison for cloud analysts, compare cloud storage options for cloud architects.

Tech Innovation Log For Innovation Managers

Track and manage tech innovation projects with ease.

IT Emergency Response Plan For IT Departments

Create an it emergency response plan for it directors, digital asset management strategy for digital asset managers, efficiently manage and organize your digital assets with ease, monthly utility usage report for facilities managers, track and analyze monthly utility usage for multiple facilities, biodegradable products tracker for environmental managers, track and manage biodegradable products disposal for environmental officers.

Local Supplier Assessment For Procurement Specialists

Evaluate local suppliers for procurement specialists.

Sustainability Goals Tracker For Sustainability Coordinators

Track and manage sustainability goals for your organization.

Energy Efficient Equipment List For Energy Managers

Optimize your energy consumption with the right equipment, vegan and vegetarian options planner for dietary specialists, plan your vegan and vegetarian menu with ease, sustainability project budget template for financial managers, track and manage sustainability projects with ease, corporate social responsibility report for csr departments, create a comprehensive corporate social responsibility report for csr managers, green event checklist for event coordinators, plan your eco-friendly event with ease, sustainability award application form for pr departments, submit your sustainability projects for recognition, green product development brief for product developers, develop sustainable green products with ease.

Eco-Friendly Employee Incentives For HR Departments

Implement eco-friendly employee incentives to promote sustainable practices in the workplace, community green initiative planner for community relations managers, plan and manage community green initiatives for enhancing local biodiversity, environmental sustainability training for new employees, track employee training progress and completion status.

Zero Waste Challenge Tracker For Project Managers

Track and monitor your team's progress in implementing sustainability initiatives, eco-tourism project proposal for marketing departments, create eco-tourism project proposals for marketing managers, sustainable agriculture practices for agricultural managers, implement sustainable agriculture practices for agricultural managers, green roof installation guide for building managers, guide for building managers to install a green roof on their building.

Water Reclamation System Setup For Environmental Managers

Efficiently manage water reclamation system setup projects, sustainable fishing practices for restaurant managers, track your sustainable seafood purchases and costs.

Green IT Practices For IT Departments

Implement sustainable it practices for a greener workplace, seasonal specials planner for restaurants, plan your seasonal specials with ease, recipe standardization form for kitchen managers, standardize your recipes for efficient kitchen management, dish removal assessment for executive chefs, evaluate dishes for retention or removal based on sales volume, cost, preparation time, customer feedback, and chef's notes, competitor menu comparison for strategy managers, compare competitor menus for strategic decision-making.

Dish Development Timeline For Product Development Teams

Track the development timeline of new dishes from idea submission to launch.

Cost Reduction Strategies For Menu Items For Cost Control Departments

Implement cost reduction strategies for menu items to save on expenses, themed menu planner for event coordinators, create themed menus for your events with ease, special event menu template for catering departments, create customized menus for special events with ease, new recipe costing template for cost analysts, calculate the cost of ingredients and recipe yield for new recipes, ingredient substitution guide for nutritionists, easily substitute ingredients in your recipes with this comprehensive guide.

Seasonal Ingredient Tracker For Inventory Managers

Track seasonal ingredient availability, stock levels, and suppliers.

Menu Translation Sheet For Multilingual Restaurants

Translate your menu items into multiple languages for a diverse customer base.

Kids Menu Planner For Family-Friendly Restaurants

Plan your kids menu with ease for family-friendly restaurants.

Vegan Menu Development Template For Menu Developers

Create a diverse and delicious vegan menu with ease, gluten-free menu planner for dietary specialists, plan your gluten-free meals with ease, special diets menu planner for nutritionists, plan your special diets menu with ease, limited time offer menu template for marketing departments, create a limited-time offer menu for marketing managers.

Cultural Cuisine Introduction Plan For Culinary Teams

Introduce students to diverse cultural cuisines through hands-on cooking lessons, cross-utilization of ingredients plan for cost reduction teams, optimize ingredient usage and reduce costs with cross-utilization plan, seasonal menu change checklist for operations managers, streamline your seasonal menu change process with this checklist, recipe modification log for chefs, track recipe modifications and improvements for r&d teams.

Recipe Book Template For Cookbook Publishers

Create a stunning recipe book template for cookbook authors, restaurant theme concept proposal for business developers, create a unique restaurant concept proposal for business developers.

Catering Menu Proposal Template For Catering Sales Managers

Create a professional catering menu proposal for catering sales managers.

Holiday Menu Specials Planner For Event Coordinators

Plan your holiday menu specials with ease, takeout and delivery menu optimizer for operations managers, optimize your takeout and delivery menu for maximum profitability, menu cost review for financial controllers, optimize your menu pricing strategy with detailed cost analysis, chef's special planner for head chefs, plan your chef's special dishes with ease, upselling strategy for menu items for sales teams, boost your restaurant's revenue with strategic upselling techniques, interactive digital menu setup for it departments, create an interactive digital menu for restaurants and bars, menu layout design for graphic designers, create a visually appealing menu layout design for graphic designers, food trend analysis for market researchers, analyze food trends for market researchers, gourmet food pairing guide for gourmet restaurants, pair gourmet dishes with the perfect beverages for a delightful dining experience.

Farm-To-Table Menu Strategy For Sustainability Managers

Create a sustainable farm-to-table menu strategy for your restaurant, event inquiry form for event coordinators, streamline event planning with an easy-to-use form, event timeline planner for project managers, plan your event timeline with ease, event staffing requirements for hr departments, efficiently manage event staffing requirements for hr managers.

Catering Delivery Checklist For Delivery Teams

Efficiently manage catering delivery schedules and logistics, post-event evaluation form for quality assurance departments, evaluate event success and identify areas for improvement, catering equipment checklist for catering equipment managers, keep track of your catering equipment inventory and maintenance schedule, food safety plan for events for safety managers, ensure food safety at your events with this comprehensive plan.

Wedding Catering Planner For Wedding Planners

Effortlessly plan and manage wedding catering details for your clients.

Corporate Event Menu Planner For Corporate Event Managers

Plan your corporate event menus with ease, vip event management template for vip relations managers, efficiently manage vip events with ease, award ceremony catering schedule for event coordinators, plan your catering schedule for an award ceremony with ease, art exhibition reception planner for art coordinators, effortlessly plan and execute art exhibition receptions with this comprehensive planner, fundraiser event checklist for nonprofit event planners, stay organized and on track with your nonprofit fundraiser event planning.

New Year'S Eve Party Planner For Event Managers

Plan your new year's eve party with ease.

Theme Party Catering Guide For Party Planners

Plan your theme party catering with ease.

Culinary Workshop Schedule For Culinary Instructors

Plan your culinary workshop schedule with ease, food festival planner for festival coordinators, plan your food festival events with ease, banquet setup guide for banquet managers, create detailed event setup guides for banquet managers.

Live Cooking Demonstration Organizer For Event Managers

Organize live cooking demonstrations for chefs, charity event catering planner for charity coordinators, effortlessly plan catering for charity events with detailed event information and supplier details, public event safety protocol for safety managers, ensure the safety and security of public events with comprehensive protocols, food and beverage service training for training departments, plan your training sessions with ease, corporate retreat food planner for retreat organizers, effortlessly plan meals for corporate retreats with ease, bridal shower catering guide for event planners, streamline your catering planning for events with ease.

Movie Premiere Catering Layout For Event Coordinators

Plan your event catering with ease, product launch party menu for marketing departments, plan your product launch party menu with ease, book signing reception planner for public relations managers, plan your book signing reception with ease, art gallery opening catering guide for gallery managers, streamline your catering orders for art gallery openings, interactive menu development tracker for f&b product developers, track and manage the development stages of f&b products with ease.

Dynamic Beverage Stock System For Bar Managers

Efficiently manage your beverage stock with real-time updates and analytics, customer allergy and preferences log for restaurant staff, customize meals based on customer allergies and preferences, detailed event catering project planner for event managers, efficiently plan and manage event catering details for seamless execution, optimized food truck route planner for mobile food operators, optimize your food truck route with ease.

F&B Industry Compliance Audit Toolkit For Compliance Managers

Streamline your compliance audit process for food and beverage establishments.

Action Plan For Remediation

Create an action plan for remediation to address and resolve issues effectively.

Create personalized email templates for various occasions

Visualize and organize your ideas with a mind map

College resume, create a professional college resume to showcase your achievements and skills.

Letter Of Interest

Create professional and compelling letters of interest with ease.

Sign In Sheet

Efficiently track visitor sign-ins and sign-outs.

Play Bingo with your team and have fun while working

Job Description

Create comprehensive job descriptions for various positions.

Job Application

Track and manage job applications with ease.

Frayer Model

Organize and analyze information with the frayer model.

Create a professional one-pager for your project

Executive Summary

Summarize key findings and strategic direction in an executive summary, fishbone diagram, identify and analyze potential causes of a problem with a fishbone diagram.

Create a professional About Me page with ease

Budget Temp

Track your expenses and manage your budget with ease.

Vehicle Bill Of Sale

Create a professional vehicle bill of sale with ease.

Plot Diagram

Visualize the plot of your story with a plot diagram.

Lined Paper

Create lined paper templates for various purposes.

Book Report

Create professional book reports with ease, create an eye-catching pamphlet for your business or event, all about me, create a personalized 'all about me' template.

Create professional name tags for your events

Chore Chart

Keep track of household chores with this chore chart template.

Table Of Contents

Create a professional table of contents for your document.

Rent Receipt

Create professional rent receipts with ease.

Budget Sheet

Daily Planner

Stay organized and maximize productivity with our daily planner template, budget planner, track your income and expenses with ease.

Capture and showcase your favorite memories with a Polaroid-style photo template

Streamline communication and reporting with the sbar template, sign up sheet, efficiently manage event sign-ups and preferences.

Concept Map

Visualize and organize complex concepts with a concept map.

Christmas List

Keep track of your christmas gift list with ease.

Create a comprehensive shot list for your film or video project

Essay Outline

Create a comprehensive essay outline for environmental conservation.

Grocery List

Keep track of your grocery list and expenses with ease.

Create and customize your own Bingo cards

Learn about different butterfly species and their characteristics

Efficiently manage work orders and track progress

Raffle Ticket

Create professional raffle tickets for your event.

Track and manage your investment portfolio with ease

Visualize and analyze circle data with ease

Personal financial statement, track your assets, liabilities, and net worth with ease.

Missing Poster

Create missing person posters with ease, evaluate and grade student work with ease using this rubric template, create mla format citations with ease, study guide, stay organized and track your study progress with this comprehensive study guide template, manage your book collection with ease.

Create professional quotes for your business

Create a comprehensive fish database with Lark

Employment verification letter, generate employment verification letters with ease.

2 Week Notice Letter

Create professional 2-week notice letters with ease.

Spelling Test

Track and analyze spelling test results, visualize your family tree with a genogram.

Book Review

Capture and organize book reviews with ease, eisenhower matrix, organize your tasks based on urgency and importance with the eisenhower matrix, employee evaluation, streamline employee evaluations and performance tracking, review of systems, review your symptoms and medical history with this comprehensive template.

Certificate Of Completion

Create professional certificates of completion for courses and workshops.

Organize and share your favorite recipes with ease

Construction contract, create and manage construction contracts with ease.

Employee Of The Month

Recognize and reward outstanding employees with the employee of the month template.

Weekly Budget

Character Reference Letter

Create a character reference letter with ease.

Create an organized outline for your projects

Decision Tree

Make informed decisions with a decision tree template.

Create a fact sheet to showcase your company's key information

Cleaning Schedule

Keep your workspace clean and organized with this cleaning schedule template, doctors note for work, generate doctors' notes for work with ease, streamline your essay writing process with this comprehensive essay template.

Organize travel itinerary with ease

Create a comprehensive syllabus for your course.

User Persona

Create user personas to understand your target audience, trading card, organize and track your trading card collection, credit dispute letter, resolve credit report inaccuracies with a professional dispute letter.

Discover different types of flowers and their characteristics

Create professional lab reports with ease, keep track of your professional references, logic model, create a logic model to plan and evaluate your projects.

Create your own cookbook with ease

Stay organized and on top of your tasks with this checklist template.

Simple Budget

Recipe card, create beautiful recipe cards with ease.

Create professional cover pages for your documents

Professional references, organize and manage your professional references with ease, create mla citations with ease.

Create engaging blog posts with ease

Recipe book, create your own recipe book with ease.

Binder Cover

Create personalized binder covers for your projects, letter of authorization, authorize parties and grant specific authorities with this letter of authorization template.

Acting Resume

Create a professional acting resume with ease, graph paper, create custom graphs and charts with ease, cease and desist letter, send professional cease and desist letters to protect your intellectual property rights, terms and conditions, create a comprehensive terms and conditions template for your website, free monthly budget, organize and track your board game collection, permission slip, create permission slips for student activities, attendance sheet, track employee attendance and manage work hours.

Business Contract

Create professional business contracts with ease, reading log, keep track of your reading progress and insights, create and manage scripts for your film or theater production.

Thesis Statement

Create effective thesis statements for various topics, create professional case study reports with ease.

Manage your bill of lading (BOL) with ease

Generate professional check stubs for your employees, employment letter, create personalized employment letters for your employees, debt verification letter, verify and dispute alleged debts with ease, shopping list, stay organized and never forget your shopping list again.

Door Hanger

Efficiently distribute messages and promotions with door hangers.

Baseball Lineup

Create and manage your baseball lineup with ease, plan and track your work projects with ease, demand letter, demand payment for outstanding invoices and unpaid fees, puzzle piece, organize and track your puzzle pieces with ease.

Notebook Paper

Organize your biology class with this notebook paper template.

Keep track of tree information and conservation status

Create a professional price list for your products or services.

Check Register

Place Setting

Create personalized place settings for your event.

Gantt Chart Templ

Track project progress and manage tasks with this gantt chart template.

Needs Assessment

Assess your organization's needs and prioritize projects.

Mental Status Exam

Conduct comprehensive mental status exams with ease, checkbook register, keep track of your expenses and manage your finances with ease, customer journey map, visualize and understand your customer journey with ease, free org chart, visualize your organization's structure with ease.

Simple Monthly Budget

Letter of employment, generate professional letter of employment templates, problem statement, streamline problem identification and resolution.

Collect signatures for your petition with ease

Create personalized personas for your target audience.

Bill Of Sale

Create professional bill of sale documents with ease, research proposal, streamline your research proposal process with this template, create and analyze surveys with ease, buyer persona, create personalized buyer personas for your marketing strategy, certificate of appreciation, recognize and appreciate outstanding achievements with personalized certificates, social security card, create professional and secure social security card templates, one on one meeting, streamline your one-on-one meetings with this template, story board, visualize your story with a storyboard template.

Literature Review

Organize and analyze research literature for your literature review.

Bill Tracker

Track and manage your bills with ease, consulting contract, create a comprehensive consulting contract with ease, create your own screenplay with ease.

Exit Ticket

Gather feedback and assess student understanding with this exit ticket template, interview thank you email, express gratitude and follow up after an interview.

Bill Of Sale Word

Create a captivating story with our story map template.

Cleaning List

Keep your space clean and organized with this cleaning list template, police report, efficiently manage and track police reports with this template, succession planning, plan for the future of your organization with a comprehensive succession planning template, blank check, create professional and customizable blank checks.

Streamline user registration and account management

Reference List

Create a professional reference list for your research papers and publications, simple will, create a simple will to distribute your assets.

Grant Proposal

Streamline your grant proposal process and increase your chances of securing funding, essay format, format your essays with ease using this template.

Budget Tracker

Track your expenses and income with ease, letter of support, show your support with a letter of endorsement, college essay, streamline your college essay writing process with this comprehensive template, thank you letter, express gratitude and follow-up with personalized thank you letters, create your own game board with ease.

Collection Letter

Streamline your collection letter process with this customizable template, bullet journal, stay organized and productive with a bullet journal template, news article, create professional news articles with ease, birthday calendar, never miss a birthday with this customizable birthday calendar template.

Monthly Bills

Stay on top of your monthly bills with ease.

Visualize your data on a bubble map

Create an elegant gala event booklet

Stock Certificate

Create professional stock certificates for your shareholders.

Exit Interview

Streamline your exit interview process and gather valuable feedback from departing employees, financial plan, manage your personal finances with ease.

Value Proposition

Create compelling value propositions for your target customers, event proposal, create professional event proposals with ease, verification of employment letter, verify employment details with ease.

Doctor Excuse

Generate doctor excuse notes for patients, policies and procedures, manage and track your organization's policies and procedures, job posting, create professional job postings with ease, movie script, create a movie script with ease, food journal, track your daily meals and nutritional intake with ease.

Memo Format

Create professional and organized memos with ease, corrective action plan, track and manage corrective actions for identified issues, mission statement, craft a compelling mission statement for your organization.

To Whom It May Concern Letter

Create professional recommendation letters with ease.

Keep track of your calls and follow-ups with ease

Waiver of liability, create a waiver of liability for your activities, track your business financial performance and growth.

Monthly Work Schedule

Manage your team's work schedule with ease.

Block Schedule

Organize your school's block schedule with ease, birthday list, keep track of birthdays and gift ideas for your friends and family.

Journey Map

Visualize and analyze customer journey with ease, create a comprehensive site map for your website, notary acknowledgement, create professional notary acknowledgement templates with ease, job proposal, create professional job proposals with ease.

Rent Ledger

Track rent payments and balances with ease, cleaning checklist, efficiently manage cleaning tasks with this comprehensive checklist template.

Potluck Sign Up Sheet

Organize your potluck event with ease.

Birth Certificate

Create personalized birth certificates for newborns, questionnaire, create engaging and interactive quizzes with our questionnaire template, certificate of origin, create professional certificate of origin documents with ease, envelope address, create professional envelope addresses with ease, notarized letter, create professional notarized letters with ease.

Stakeholder Analysis

Analyze and manage project stakeholders effectively.

Instagram Carousel

Create engaging instagram carousels with ease.

Decision Matrix

Make informed decisions with the decision matrix template.

Create stunning mood boards with a variety of visual elements

List of references, create a comprehensive list of references for your research projects, bill of lading, create professional bill of lading documents with ease, track and manage your monthly expenses with ease, reference sheet, organize and manage your references with ease, efficiently manage household chores with this chore list template, happy birthday, plan and organize birthday celebrations with ease.

Blank Bingo

Create your own customized bingo game, bank statement, track your financial transactions and balance with ease.

Create a personalized birth plan for a smooth delivery

Free itinerary, create a personalized travel itinerary with ease.

Custody Agreement

Create a comprehensive custody agreement for co-parenting, visualize your data with a colorful bar graph.

Policy And Procedure

Standardize your company policies and procedures with this template.

Track and manage handovers between team members

Create professional and customizable quotes for your clients

Contractor estimate, estimate the cost and materials needed for your construction project, itinerary temp, plan your travel itinerary with ease, create a personalized will with ease, free work schedule, efficiently manage employee schedules with this free work schedule template, manage your cloud resources with ease.

Rent To Own Contract

Create a rent-to-own contract for tenants and landlords, sales funnel, track your sales pipeline and manage deals effectively, budget proposal, create a budget proposal for your projects.

Create professional doctor's note templates for patients

Script Format

Create professional scripts with ease, gift letter, create personalized gift letters for donors and recipients.

Letterhead Word

Create professional letterheads with ease, missing person, track missing persons and their case details.

Contractor Agreement

Create a comprehensive contractor agreement with ease, recommendation letter, create personalized recommendation letters with ease, wanted poster, create a professional wanted poster for fugitives, monthly budget, track your monthly budget and manage your expenses with ease, letter of recommendation, create professional and compelling letters of recommendation, doctors note, keep track of patient visits and medical recommendations with this doctor's note template, create a professional newspaper with ease, vision board, visualize your goals and dreams with a vision board, create professional and personalized envelopes for your business, business plan, create a comprehensive business plan with ease, project plan, plan your projects with ease.

Create professional newsletters with ease

Account Based Marketing

Manage your account-based marketing strategies effectively.

Price Matrix

Track and compare product prices, bulk prices, and vendor details.

Content Calendar

Organize and plan your content strategy with ease.

Product Roadmap

Track and manage your product features with ease.

Gantt Chart

Track your project progress with a comprehensive gantt chart.

Availability

Manage your resources and schedule with ease, inventory sheet, manage your inventory with ease and precision, income statements, streamline your request for quotation process with this rfq template, manage your projects efficiently with a clear overview of all activities, project status report, track your project's progress, budget, and health with ease.

Requirements Gathering

Streamline your project requirements with a comprehensive overview.

Staff Availability

Manage your staff's availability with ease and efficiency.

Weekly Stand Up Meeting

Streamline your weekly stand-up meetings and keep track of team progress.

Release Management

Manage your software releases efficiently and effectively, networking spreadsheet, manage your professional contacts and networking activities effectively, process documentation, streamline your business processes with a comprehensive documentation, account planning, streamline your account management and planning process.

Action Item

Track and manage your team's tasks efficiently.

Business Requirements Document

Streamline your project requirements with a comprehensive and organized approach, communications plan, streamline your communication strategy with a comprehensive plan.

Post Mortem

Analyze your projects, identify successes and failures, and improve future endeavors.

Party Planning

Organize your party planning with ease and efficiency.

Vacation Itinerary

Plan your dream vacation with ease, business model canvas, visualize, design, and reshape your business model with ease, track your company's financial health with a comprehensive p&l statement, manage your marketing campaigns effectively and efficiently.

Production Schedule

Streamline your production process with a comprehensive schedule, sprint planning, streamline your sprint planning with a comprehensive overview of tasks, assignments, and deadlines, construction daily report, track your construction project progress daily.

Product Backlog

Manage your product backlog with ease and efficiency, release plan.

10 Year Plan

Plan your personal and professional life for the next 10 years.

Event Run Of Show

Efficiently plan and manage your event schedule, order tracker, track your orders and deliveries in real-time, manage your grants effectively and efficiently, trade show planning, streamline your trade show planning process.

Manage your customer relationships with ease

Training plan, streamline your training sessions with a comprehensive plan.

Project Outline

Streamline your project management with a comprehensive outline, organize your meetings effectively with a comprehensive overview, interview guide, streamline your interview process with a comprehensive guide, manage and organize your team's profiles in one place, vendor management, manage your vendors, contracts, and services in one place, real estate schedule, manage your real estate showings, agent details, and property status in one place.

Jira Checklist

Streamline your project management with a comprehensive checklist, class schedule, organize your class schedule with ease, marketing campaign, plan, track, and analyze your marketing campaigns in one place, design brief, streamline your design projects with a comprehensive brief, manage and analyze your product reviews in one place.

Compare and contrast different products with ease

Project milestone, track your project milestones with ease and precision, track your events, responsibilities, and status with ease, manage your projects efficiently with a clear overview of tasks, deadlines, and priorities.

Holiday Schedule

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Interior Design Schedule

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3 Year Strategic Plan Template

What is a 3 Year Strategic Plan? 

A 3 Year Strategic Plan Template helps organizations to establish their long-term goals and objectives, and outlines the steps needed to achieve them over a three-year period. It is a roadmap that guides the organization in decision-making and helps to ensure that all efforts are aligned towards achieving the desired outcomes. Although it is useful for the long-term, 3 Year Strategic Plans need to be flexible and adaptable to unexpected context and market changes. This is the key to successful strategy execution.

What's included in this 3 Year Strategic Plan Template?

• 4x Focus Areas
• 12x Objectives
• 23x Projects

Who is this 3 Year Strategic Plan Template for?

This 3 Year Strategic Plan Template is suitable for leaders and teams from organizations of all sizes and industries. It is an essential tool for businesses looking to grow and succeed in today's competitive market.

How is this 3 Year Strategic Plan Template relevant to your organization?

Having a 3 Year Strategic Plan is useful to make sure the organization has a long-term direction to achieve success. It helps to clarify the organization's vision and mission, and ensures that all efforts are aligned towards achieving its goals. What's most valuable about this 3 Year Strategic Plan Template is that it allows organizations to adapt their long-term strategy quickly to changing market conditions and stay ahead of the competition. It provides a clear and structured approach to building and executing a successful strategy, ensuring that your organization can achieve its full potential.

1. Define clear examples of your focus areas

A focus area is a particular viewpoint that groups certain requirements set out by an organization. A recommendation from the Cascade team would be to create 4-5 key focus area which you feel are most important to address when creating your 3 Year Strategic Plan Template. The next step would be to ask yourself: Why is this focus area important to me? What is the benefit of focusing on this viewpoint from a customer's perspective? And, of course, What is the monetary benefit of investing in such a focus area? This process is useful in identifying the key area which needs prioritization which in turn can become focus areas of the strategy.

For example, the focus areas in this 3 Year Strategic Plan Template are: Performance; Leadership; Employee Experience; and Finance.

2. Think about the objectives that could fall under that focus area

A strategic objective usually has to be specific and measurable to cause enough impact and effectively explain what you want to achieve.

An example objective that could fall under the focus area of Performance could be: Achieve record revenues while increasing profitability.

3. Set yourself measurable targets (KPIs) to tackle the objective

A KPI is a key performance indicator that is measurable and evaluates the success rate of an organization in relation to the task at hand. KPIs can be very industry-specific or broad and applicable across multiple industries.

An example of a KPI in this 3 Year Strategic Plan Template associated to the objective Achieve record revenues while increasing profitability could be: Increase gross profit margin from 46% to 68%.

4. Implement related projects to achieve the set KPIs

Projects are ways in which the objective can be achieved, but more so, closely tie in with ways in which organizations can make sure they are working towards their KPIs.

A project example for the objective Achieve record revenues while increasing profitability could be: Work on establishing a new marketing campaign.

5. Utilize Cascade Strategy Execution Platform to see faster results from your strategy

Make sure your strategy is front and center with Cascade. You can plan, execute, measure and adapt your strategy in one easy-to-use platform and make sure your strategic plan is connected to on-the-ground execution.

Use this 3 Year Strategic Plan Template and launch your strategy in Cascade; it's $0 forever.

How do I Write a Three-Year Business Plan?

• Small Business
• Business Planning & Strategy
• Help in Writing a Business Plan
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How to Write a Business Plan for Starting a Day Care Center

Final summary for a marketing plan, what is a business plan template.

• How to Write a Business Plan for a Salon
• How to Write a Description for a Business Plan

Although some small businesses manage to grow successfully without a formal business plan, creating a business plan for the short term serves two valuable purposes. The first is internal: A three-year or five-year business plan helps you focus on the steps you need to take get your business up, running and growing. Second, the plan communicates to outsiders the nature and seriousness of your undertaking. This is especially important for fundraising purposes. A lender is unlikely to extend credit to a new business without reviewing a plan for the first few years of operation.

Writing your three-year business plan is relatively straightforward and revolves around several major themes.

Describe Your Business

Include a compelling description of what it is, exactly, you plan to do. This is more than a simple statement of goods or services, like, "I want to sell office supplies" or "My company will make bicycles." Lay out the features of your business that will help it to stand out in a crowded market and draw in customers who usually have plenty of other options to choose from. Make clear, to yourself as well as to others, what the competitive advantage of your business is (or will be).

Include timing in your description. Your first year startup operations will look different from a more mature venture during your third year. Lay out the key steps to your transition over time.

Include your product line in the business description. But if your product is unique – a new invention, say, for which you hold the patent, or the world's best cupcakes – then create a separate section to highlight your product line.

Analyze Your Potential Market

Who will be your customer base? A store opening in the financial district of a city will have a very different set of customers than one across the street from the city zoo, and an online operation will have a very different clientele than any brick-and-mortar stores.

Be as specific as you can. If you plan to sell a product to schools, for example, describe the number and types of schools in your area and provide information on the amount of money they spend on external supplies and services.

How You Will Handle Marketing and Selling

Getting the word out is an important part of any business strategy. Perhaps you plan on hiring an expanding team of salespeople. Advertising, social media marketing, local print and radio – there are almost endless variations of how marketing is carried out. Again, lay out your time sequence. First-year marketing of a brand new business will look different from third-year marketing for a more mature operation.

Financial Ins and Outs

A fact of life for most new businesses is that you have to spend money before you begin to make money. Your plan should carefully and realistically account for the anticipated expenses to start up and then operate your business, as well as the income you expect as sales begin and then grow over time. Your financial projections will form the basis of any requests you make to funders for loans or investments in your operations.

Business Management and Organization

Explain how your business will be organized and who the principle players are. This is an opportunity to really polish the resumes for yourself and your key managers: Describe what expertise they bring to the business, years of experience and so on. Don't be shy – you have to sell yourself just as ambitiously as you plan to sell your products.

Your business plan can get lengthy, but try to keep it concise and add an Executive Summary for those who prefer a quick read.

• "Entrepreneur": Business Plans
• SBA.gov: Write Your Business Plan
• SBA: Business Plan Template
• When seeking capital investment, it may be wise to offer two financial sections: a conservative growth section and a best-scenario section. This shows the potential of growth but provides a realistic alternative should things not go ideally.

David Sarokin is a well-known Internet specialist with publications in a wide variety of business topics, from the best uses of information technology to the steps for incorporating your business. He is the author of The Corporation, Its History and Future (Cambridge Scholars, 2020) on the role of big business in the modern world, and Missed Information (MIT Press, 2016), detailing how our social systems like health care, finance and government can be improved with better quality information.

Related Articles

How to create a business plan for expansion, how to write a business plan for barbershop, basic business plan structure, what are the key elements of a business plan, why is planning an important step in starting a business, how to write a business plan for a bakery, how to develop a one-year business plan, different parts of a business plan, business start-up strategies, most popular.

• 1 How to Create a Business Plan for Expansion
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• 3 Basic Business Plan Structure
• 4 What Are the Key Elements of a Business Plan?

3 Year Business Plan

How long does it usually take for a person to start out a successful business? Many of you may have been asked this kind of question, or you yourself have been asking this question to successful business owners. Many of them may answer in a span of a year or two or even annually . Which will also depend on the type of business you are planning on opening or planning on making. If you opt for a kind of business that can give you the best results in a span of 3 years, you will have to do your research on what business that may be. Some will opt to open a school or a university, while others a company. Regardless of what you may choose, you must also learn to stick to the business plan you made for that three year mark. For more ideas, let’s check out the examples of a 3 year business plan.

10+ 3 Year Business Plan Examples

1. free simple 3 year business plan template.

• Google Docs

2. 3 Year Business Plan Template

3. 3 Year Charity Business Plan

Size: 586 KB

4. 3 Year Business Plan in PDF

5. Standard 3 Year Business Plan

6. 3 Year Business Plan Form

Size: 95 KB

7. Formal 3 Year Business Plan

Size: 447 KB

8. 3 Year Partnership Business Plan

Size: 224 KB

9. 3 Year Business Development Plan

Size: 578 KB

10. Draft 3 Year Business Plan

Size: 192 KB

11. General 3 Year Business Plan

What Is a 3 Year Business Plan?

A 3 year business plan is a type of business strategic plan that you write with the steps and strategies with a timeline of three years. This kind of plan helps the business owner focus on what should be done, what can be done and how you can avoid roadblocks and risks that go with the kind of business you plan to do, basically outlining the entire business plan. In addition to that, a 3 year business plan focuses on how you can grow your business and consider the necessary things to do in order to set up the goal of your business. Lastly, the number of years that may take in order for you to achieve in a possible way of the business.

How to Make a 3 Year Business Plan

Making a 3 year business plan takes patience , effort, time and understanding. It is not something that can be done simply by writing something down. With a 3 year business plan ahead, your thoughts on the business should also be about how you are going to outline your plan and what you can do about it. With that being said, the following steps will provide you a way to write your 3 year business plan.

1. Write an Overview for Your Business Plan

Make the overview of your business plan. The overview of your business plan will have the vision, mission, general information and of course the name of your business. The overview’s purpose is to introduce what your business plan is about, what you can perceive it to be and lastly, how you will want your business to be in the timeline of three years.

2. Define Your Goals and Objectives

Redefining your goals and objectives also helps out with your business plan. Your main goal will be about setting up your upcoming business. The objectives should also be made in a specific time frame, as well as the goal in question. In addition to that, your goals and objectives should be based on the 3 year business plan that you made.

3. Set an Estimation for Your Finance

Another thing to consider is to set an estimation for your finances. The estimation of your finances are also important to set up your business or your company. Without having any idea of the estimation of your finances, your business plan is incomplete. Everything has to be settled and everything has to be written. That includes the estimation of your finances. How much is necessary or needed in order to set up your business.

4. Update Your Business Plan Ever So Often

Lastly, update your business plan ever so often. Updating and giving some milestones are a part of your business plan composition. You can update it every quarter if possible. Making changes to see whether these strategies work or not is part of it.

What is a 3 year business plan?

A three year business plan is a type of strategic business plan that outlines a 3 year timeline.

What is expected of a 3 year business plan?

Just like writing any other kind of business plan, you can expect from it the time frame, the outline and the strategies that can help you out with starting up your business or your company.

What should not be in a 3 year business plan?

Avoid this when you are making a business plan: Avoid not adding an overview, an estimation and strategies. These are important factors that make up your business plan.

You may have heard of  30 60 90 day business plans . You may also have heard of 1 year business plans, or even 2 years business plans. It is the same with a 3 year business plan except the only difference is the number of years. When you make  a business plan , the most common thing that you will notice is the timeline. How long are you planning on getting your business to start up or to make it into a reality. Others may perceive it in a different manner, but the most important is how you perceive it and how you are going to make it happen. With that, from the example templates above and the steps to making your business plan, you are now ready to start out your 3 year business plan and make it successful.

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The 3 year plan: Build a roadmap to success

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What’s a 3 year plan?

15 questions to ask yourself before creating a 3 year plan

How to make a plan, 3 year plan examples, plan for success.

Where do you want to be three years from now? 

Perhaps you want to transition to independent contracting or ascend to a C-suite position. Or maybe you want to leave your company and go at it alone. No matter how you imagine your future, a surefire way to inch closer to your career objectives is by mapping it out step-by-step, year by year. 

Creating a detailed 3 year plan is a useful strategy for visualizing short-term professional aspirations and charting a course to achieve them. Tracking your progress helps you work with purpose, find a sense of accomplishment, and prioritize tasks that contribute to your end goal.

What’s a 3 year plan? 

A 3 year plan is a series of strategic and specific actions aimed toward a particular goal or objective. It’s a course designed to help you manage your decision-making and resource allocation to ensure you’re working toward the desired outcome. 

With a clear action plan that centers specific goals in your planning, you’re empowered to make decisions that support your end target and deprioritize work that doesn’t contribute. Developing a plan with structured goals is a great way to work with more intention — plus, it encourages organization and time management in your day-to-day work. 

A 1 year or 2 year plan can help you map out short-term career goals. Maybe you want to learn a programming language or earn a certification to help you stand out from your peers. And for big career transitions or life-altering aspirations, such as becoming a certified actuary or launching a startup, a 5 year plan or 10 year plan may be a more realistic timeline. 

A 3 year plan is useful for starting on long-term goals related to personal or professional development, like implementing a personal brand strategy or enhancing an industry-specific skill. They must be attainable within the three-year timeframe without dragging on for too long. 

Effective goal planning requi res you to reflect on your starting point and future objectives. You don’t want to decide on a 3 year plan impulsively — this time frame is a serious commitment. 

Thinking deeply about your goals encourages you to stay realistic and build a plan that fits into a long-term mission. Here are some questions you should ask yourself to reveal your most pressing aspirations:

What are the ethical values and principles that guide my career path ? 

What’s my long-term personal vision and life plan ? How does a 3 year plan fit into these? 

How can I explain my goal in a concise mission statement? 

What specific goals, expertise, or know-how do I want to develop or improve in the next three years? 

Are there any specific certifications or degrees I want to pursue? 

Does my plan fit into other career milestones, such as an internal promotion , a leadership role, or industry recognition? 

How could I build a networking plan to help me achieve my goal? 

Do I have a community of friends and colleagues who can provide me with emotional support? 

How can I break my final goal down into smaller milestones?

What financial resources do I need to dedicate to my goal? 

How much time do I need to dedicate per day, week, or month to reach my goal? 

Do I need to turn to a mentor or career coach for guidance? 

Which key performance indicators and metrics can I use to measure my progress? 

What obstacles stand in my way? Do I have money or time constraints, a skill gap, or a lack of self-confidence ? 

How regularly will I monitor my progress? Will I set weekly goals, monthly goals, and quarterly goals? 

Three years might sound like a small amount of time in the grand scheme of your career. But, when used effectively, it can be a significant period for setting and achieving professional goals. 

Here’s how to develop a strategic 3 year plan to propel you forward in your profession:

1. Understand the ‘why’

Think deeply about what you really want and why you want it. 

Knowing you hope to improve your communication skills, for example, empowers you to define specific skills to practice, like negotiation or active listening. But understanding the “Why” can help you deepen your development plan. Improving your communication skills to get larger pledges from fundraisers is a more specific goal. With this knowledge, you might join a workshop to improve your storytelling or have a weekly goal to cold call one new high-value donor. 

Likewise, according to self-efficacy theory , setting goals that make you feel in control makes you more likely to achieve them . Let’s return to that fundraising example. If you want to improve your communication skills because you feel pressured to bring in bigger donors, you’ll likely struggle to stay motivated . But when you set your own goals, you’re more likely to take negative feedback in stride and build stronger strategies for success. 

2. Find the one

Goal-setting theory suggests that specific and challenging goals consistently lead to higher performance . But too much of anything — including ambition — can be counterproductive. 

Goal shielding theory suggests the mind naturally sheds goals when you have too many at once . As you successfully advance towards one goal, you tend to ignore or abandon the others . To do your best work, narrow down your objective to one core focal point. It’ll encourage you to maintain clarity and avoid feeling overwhelmed and burnt out . Later in the planning process, you can break down your larger focal goal into several smaller complementary goals, if necessary. 

3. Research, research, research

How realistic is your goal? Do some due diligence before you get started to ensure your objective is within reach. 

Beyond researching any financial, resource, or time commitments, look into the strategies you need to adopt to achieve your objective. A web developer who wants to become proficient in a new programming language may need to connect with a coach and improve their time management to balance work with their learning objectives. 

Likewise, research courses, workshops, and groups to support your efforts. Following people in your industry on LinkedIn or meeting new colleagues at networking events allows you to glean advice from other people’s successes. 

4. Prepare a contingency plan

Lots of things can change over the course of three years. Your 3 year strategic plan should anticipate interruptions, roadblocks, and changes. Here are a few obstacles that might pop up unexpectedly:

Time constraints: Carefully analyze your daily, weekly, and monthly schedules. How much time can you realistically dedicate to your 3 year plan? Are there times in the year when you have more or less time? Maybe your job gets busy at the end of the year, and you’ll need to take a break or work less on your final objective. Or perhaps certain months are always slow — and that’s when you can bulk up your dedication. 

Steep learning curve: A 3 year plan is a big goal. Maybe you’re laying the groundwork for a small business or teaching yourself a new coding language. Reaching your objective may be more complex than you initially anticipated, so look into resources that can support you if things go south. This way you can maintain the energy you need to keep yourself in a growth mindset no matter what challenges arise. 

Blows to motivation: Staying motivated and consistent throughout a three year career journey isn’t easy for anyone. Consider what keeps you motivated and work that into your 3 year plan. Join a professional community that will celebrate your milestones with you. And break your goal into small, achievable initiatives to keep your enthusiasm high and visualize your progress. 

Burnout: Hitting your goal shouldn’t sacrifice your well-being. Take breaks when you need them, practice self-care, and maintain a work-life balance. Prioritizing yourself helps you respond better to stress that could otherwise derail your progress.

5. Break your plan down

Using the SMART goal-setting framework , break your 3 year objective into smaller steps. Each step should be:

A helpful way to envision each step is to move backward. Break your final objective down into progressively smaller achievements and milestones. Setting yearly, monthly, and weekly goals encourage you to consistently check in on your progress. 

T o stay motivated, consider sitting down each Monday and reviewing your goals for the week. Establishing a routine can transform a hard-to-imagine 3 year pl an into a more attainable daily habit. 

Let’s look at two examples of 3 year plans and explore them in more depth. You can use these plans as inspiration or as templates and edit them based on your goal. 

Transition to freelance work: year-by-year

Imagine a data analyst who works full-time for a marketing agency and wants to fully transition to independent contracting. Here’s a possible 3 year plan template with yearly goals: 

Year 1: Create a financial plan to comfortably leave a full-time salary, identify weaknesses and improve your skill set, and define a target market to improve your professional network. 

Year 2: Create a professional website and revamp your personal brand, establish an LLC, and use a professional network and portfolio to line up new clients.

Year 3: Schedule out projects for the remainder of the year, transition out of your full-time job, and continue professional learning and self-promotion.

Transition to freelance work: month-by-month

Let’s break this plan down further. Here’s what monthly goals might look like for year one:

January: Research and evaluate finances, including your desired income, and budget a savings buffer.

February: Audit your current skill set and define areas for improvement. Research relevant courses and workshops to upskill and re-skill. 

March: Attend industry events and actively engage with professionals to identify the best target market. 

April: Sign-up for a two-month intensive course in artificial intelligence for qualitative and quantitative research. 

May: Practice verbal presentation skills for the Q2 quarterly meeting and ask colleagues for feedback while completing your course. 

June: Speak with your manager about opportunities to take on more client-facing roles and gain hands-on experience as you finish the course.

July: Evaluate progress in the first six months of year one. Review financial plans and evaluate changes for the rest of the year. 

August: Continue attending industry events and expanding your professional network. 

September: Begin a three-month Google Analytics certification course. Set aside 10 hours per week to dedicate to coursework. 

October: Continue the Google Analytics certification course. 

November: Complete the Google Analytics course. Evaluate your progress in year one, review your financial plan, and make necessary adjustments to the year two plan. 

December: Take a break to focus on end-of-year work responsibilities and the holiday season. 

Break down each year like this as you progress to continue moving toward your overarching objective. 

Some of your career dreams might feel lofty. After all, you’re pushing yourself past your comfort zone and imagining a new and different professional future. But you can get there — all you need is a good map. 

Depending on your goal, a 3 year plan may be the right time frame to make significant changes to your career path. Think carefully about the ‘what,’ the ‘why,’ and the challenges you may face. Take stock of your current resources and note what you’ll need to get from A to B. And don’t forget to set a concrete plan for maintaining your wellness along the way.

All if this careful attention to detail will help you build a strong and impactful plan to turn your dream into a reality. The next step? Getting started.

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Elizabeth Perry, ACC

Elizabeth Perry is a Coach Community Manager at BetterUp. She uses strategic engagement strategies to cultivate a learning community across a global network of Coaches through in-person and virtual experiences, technology-enabled platforms, and strategic coaching industry partnerships. With over 3 years of coaching experience and a certification in transformative leadership and life coaching from Sofia University, Elizabeth leverages transpersonal psychology expertise to help coaches and clients gain awareness of their behavioral and thought patterns, discover their purpose and passions, and elevate their potential. She is a lifelong student of psychology, personal growth, and human potential as well as an ICF-certified ACC transpersonal life and leadership Coach.

How to write a 10 year plan (with examples) and reach your goals

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24 of My Favorite Sample Business Plans & Examples For Your Inspiration

Published: February 06, 2024

I believe that reading sample business plans is essential when writing your own.

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As you explore business plan examples from real companies and brands, it’s easier for you to learn how to write a good one.

But what does a good business plan look like? And how do you write one that’s both viable and convincing. I’ll walk you through the ideal business plan format along with some examples to help you get started.

Table of Contents

Business Plan Format

Business plan types, sample business plan templates, top business plan examples.

Ask any successful sports coach how they win so many games, and they’ll tell you they have a unique plan for every single game. To me, the same logic applies to business.

If you want to build a thriving company that can pull ahead of the competition, you need to prepare for battle before breaking into a market.

Business plans guide you along the rocky journey of growing a company. And if your business plan is compelling enough, it can also convince investors to give you funding.

With so much at stake, I’m sure you’re wondering where to begin.

Free Business Plan Template

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• Outline your idea.
• Pitch to investors.
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You're all set!

Click this link to access this resource at any time.

Fill out the form to get your free template.

First, you’ll want to nail down your formatting. Most business plans include the following sections.

1. Executive Summary

I’d say the executive summary is the most important section of the entire business plan. 

Why? Essentially, it's the overview or introduction, written in a way to grab readers' attention and guide them through the rest of the business plan. This is important, because a business plan can be dozens or hundreds of pages long.

There are two main elements I’d recommend including in your executive summary:

Company Description

This is the perfect space to highlight your company’s mission statement and goals, a brief overview of your history and leadership, and your top accomplishments as a business.

Tell potential investors who you are and why what you do matters. Naturally, they’re going to want to know who they’re getting into business with up front, and this is a great opportunity to showcase your impact.

Need some extra help firming up those business goals? Check out HubSpot Academy’s free course to help you set goals that matter — I’d highly recommend it

Products and Services

To piggyback off of the company description, be sure to incorporate an overview of your offerings. This doesn’t have to be extensive — just another chance to introduce your industry and overall purpose as a business.

In addition to the items above, I recommend including some information about your financial projections and competitive advantage here too.:

Keep in mind you'll cover many of these topics in more detail later on in the business plan. So, keep the executive summary clear and brief, and only include the most important takeaways.

Executive Summary Business Plan Examples

This example was created with HubSpot’s business plan template:

This executive summary is so good to me because it tells potential investors a short story while still covering all of the most important details.

Image Source

Tips for Writing Your Executive Summary

• Start with a strong introduction of your company, showcase your mission and impact, and outline the products and services you provide.
• Clearly define a problem, and explain how your product solves that problem, and show why the market needs your business.
• Be sure to highlight your value proposition, market opportunity, and growth potential.
• Keep it concise and support ideas with data.
• Customize your summary to your audience. For example, emphasize finances and return on investment for venture capitalists.

Check out our tips for writing an effective executive summary for more guidance.

2. Market Opportunity

This is where you'll detail the opportunity in the market.

The main question I’d ask myself here is this: Where is the gap in the current industry, and how will my product fill that gap?

More specifically, here’s what I’d include in this section:

• The size of the market
• Current or potential market share
• Trends in the industry and consumer behavior
• Where the gap is
• What caused the gap
• How you intend to fill it

To get a thorough understanding of the market opportunity, you'll want to conduct a TAM, SAM, and SOM analysis and perform market research on your industry.

You may also benefit from creating a SWOT analysis to get some of the insights for this section.

Market Opportunity Business Plan Example

I like this example because it uses critical data to underline the size of the potential market and what part of that market this service hopes to capture.

Tips for Writing Your Market Opportunity Section

• Focus on demand and potential for growth.
• Use market research, surveys, and industry trend data to support your market forecast and projections.
• Add a review of regulation shifts, tech advances, and consumer behavior changes.
• Refer to reliable sources.
• Showcase how your business can make the most of this opportunity.

3. Competitive Landscape

Since we’re already speaking of market share, you'll also need to create a section that shares details on who the top competitors are.

After all, your customers likely have more than one brand to choose from, and you'll want to understand exactly why they might choose one over another.

My favorite part of performing a competitive analysis is that it can help you uncover:

• Industry trends that other brands may not be utilizing
• Strengths in your competition that may be obstacles to handle
• Weaknesses in your competition that may help you develop selling points
• The unique proposition you bring to the market that may resonate with customers

Competitive Landscape Business Plan Example

I like how the competitive landscape section of this business plan below shows a clear outline of who the top competitors are.

It also highlights specific industry knowledge and the importance of location, which shows useful experience in this specific industry. 

This can help build trust in your ability to execute your business plan.

Tips for Writing Your Competitive Landscape

• Complete in-depth research, then emphasize your most important findings.
• Compare your unique selling proposition (USP) to your direct and indirect competitors.
• Show a clear and realistic plan for product and brand differentiation.
• Look for specific advantages and barriers in the competitive landscape. Then, highlight how that information could impact your business.
• Outline growth opportunities from a competitive perspective.
• Add customer feedback and insights to support your competitive analysis.

4. Target Audience

Use this section to describe who your customer segments are in detail. What is the demographic and psychographic information of your audience?

If your immediate answer is "everyone," you'll need to dig deeper. Here are some questions I’d ask myself here:

• What demographics will most likely need/buy your product or service?
• What are the psychographics of this audience? (Desires, triggering events, etc.)
• Why are your offerings valuable to them?

I’d also recommend building a buyer persona to get in the mindset of your ideal customers and be clear on why you're targeting them.

Target Audience Business Plan Example

I like the example below because it uses in-depth research to draw conclusions about audience priorities. It also analyzes how to create the right content for this audience.

Tips for Writing Your Target Audience Section

• Include details on the size and growth potential of your target audience.
• Figure out and refine the pain points for your target audience , then show why your product is a useful solution.
• Describe your targeted customer acquisition strategy in detail.
• Share anticipated challenges your business may face in acquiring customers and how you plan to address them.
• Add case studies, testimonials, and other data to support your target audience ideas.
• Remember to consider niche audiences and segments of your target audience in your business plan.

5. Marketing Strategy

Here, you'll discuss how you'll acquire new customers with your marketing strategy. I’d suggest including information:

• Your brand positioning vision and how you'll cultivate it
• The goal targets you aim to achieve
• The metrics you'll use to measure success
• The channels and distribution tactics you'll use

I think it’s helpful to have a marketing plan built out in advance to make this part of your business plan easier.

Marketing Strategy Business Plan Example

This business plan example includes the marketing strategy for the town of Gawler.

In my opinion, it really works because it offers a comprehensive picture of how they plan to use digital marketing to promote the community.

Tips for Writing Your Marketing Strategy

• Include a section about how you believe your brand vision will appeal to customers.
• Add the budget and resources you'll need to put your plan in place.
• Outline strategies for specific marketing segments.
• Connect strategies to earlier sections like target audience and competitive analysis.
• Review how your marketing strategy will scale with the growth of your business.
• Cover a range of channels and tactics to highlight your ability to adapt your plan in the face of change.

6. Key Features and Benefits

At some point in your business plan, you'll need to review the key features and benefits of your products and/or services.

Laying these out can give readers an idea of how you're positioning yourself in the market and the messaging you're likely to use. It can even help them gain better insight into your business model.

Key Features and Benefits Business Plan Example

In my opinion, the example below does a great job outlining products and services for this business, along with why these qualities will attract the audience.

Tips for Writing Your Key Features and Benefits

• Emphasize why and how your product or service offers value to customers.
• Use metrics and testimonials to support the ideas in this section.
• Talk about how your products and services have the potential to scale.
• Think about including a product roadmap.
• Focus on customer needs, and how the features and benefits you are sharing meet those needs.
• Offer proof of concept for your ideas, like case studies or pilot program feedback.
• Proofread this section carefully, and remove any jargon or complex language.

7. Pricing and Revenue

This is where you'll discuss your cost structure and various revenue streams. Your pricing strategy must be solid enough to turn a profit while staying competitive in the industry. 

For this reason, here’s what I’d might outline in this section:

• The specific pricing breakdowns per product or service
• Why your pricing is higher or lower than your competition's
• (If higher) Why customers would be willing to pay more
• (If lower) How you're able to offer your products or services at a lower cost
• When you expect to break even, what margins do you expect, etc?

Pricing and Revenue Business Plan Example

I like how this business plan example begins with an overview of the business revenue model, then shows proposed pricing for key products.

Tips for Writing Your Pricing and Revenue Section

• Get specific about your pricing strategy. Specifically, how you connect that strategy to customer needs and product value.
• If you are asking a premium price, share unique features or innovations that justify that price point.
• Show how you plan to communicate pricing to customers.
• Create an overview of every revenue stream for your business and how each stream adds to your business model as a whole.
• Share plans to develop new revenue streams in the future.
• Show how and whether pricing will vary by customer segment and how pricing aligns with marketing strategies.
• Restate your value proposition and explain how it aligns with your revenue model.

8. Financials

To me, this section is particularly informative for investors and leadership teams to figure out funding strategies, investment opportunities, and more.

 According to Forbes , you'll want to include three main things:

• Profit/Loss Statement - This answers the question of whether your business is currently profitable.
• Cash Flow Statement - This details exactly how much cash is incoming and outgoing to give insight into how much cash a business has on hand.
• Balance Sheet - This outlines assets, liabilities, and equity, which gives insight into how much a business is worth.

While some business plans might include more or less information, these are the key details I’d include in this section.

Financials Business Plan Example

This balance sheet is a great example of level of detail you’ll need to include in the financials section of your business plan.

Tips for Writing Your Financials Section

• Growth potential is important in this section too. Using your data, create a forecast of financial performance in the next three to five years.
• Include any data that supports your projections to assure investors of the credibility of your proposal.
• Add a break-even analysis to show that your business plan is financially practical. This information can also help you pivot quickly as your business grows.
• Consider adding a section that reviews potential risks and how sensitive your plan is to changes in the market.
• Triple-check all financial information in your plan for accuracy.
• Show how any proposed funding needs align with your plans for growth.

As you create your business plan, keep in mind that each of these sections will be formatted differently. Some may be in paragraph format, while others could be charts or graphs.

The formats above apply to most types of business plans. That said, the format and structure of your plan will vary by your goals for that plan. 

So, I’ve added a quick review of different business plan types. For a more detailed overview, check out this post .

1. Startups

Startup business plans are for proposing new business ideas.

If you’re planning to start a small business, preparing a business plan is crucial. The plan should include all the major factors of your business.

You can check out this guide for more detailed business plan inspiration .

2. Feasibility Studies

Feasibility business plans focus on that business's product or service. Feasibility plans are sometimes added to startup business plans. They can also be a new business plan for an already thriving organization.

3. Internal Use

You can use internal business plans to share goals, strategies, or performance updates with stakeholders. In my opinion, internal business plans are useful for alignment and building support for ambitious goals.

4. Strategic Initiatives

Another business plan that's often for sharing internally is a strategic business plan. This plan covers long-term business objectives that might not have been included in the startup business plan.

5. Business Acquisition or Repositioning

When a business is moving forward with an acquisition or repositioning, it may need extra structure and support. These types of business plans expand on a company's acquisition or repositioning strategy.

Growth sometimes just happens as a business continues operations. But more often, a business needs to create a structure with specific targets to meet set goals for expansion. This business plan type can help a business focus on short-term growth goals and align resources with those goals.

Now that you know what's included and how to format a business plan, let's review some of my favorite templates.

1. HubSpot's One-Page Business Plan

Download a free, editable one-page business plan template..

The business plan linked above was created here at HubSpot and is perfect for businesses of any size — no matter how many strategies we still have to develop.

Fields such as Company Description, Required Funding, and Implementation Timeline give this one-page business plan a framework for how to build your brand and what tasks to keep track of as you grow.

Then, as the business matures, you can expand on your original business plan with a new iteration of the above document.

Why I Like It

This one-page business plan is a fantastic choice for the new business owner who doesn’t have the time or resources to draft a full-blown business plan. It includes all the essential sections in an accessible, bullet-point-friendly format. That way, you can get the broad strokes down before honing in on the details.

2. HubSpot's Downloadable Business Plan Template

We also created a business plan template for entrepreneurs.

The template is designed as a guide and checklist for starting your own business. You’ll learn what to include in each section of your business plan and how to do it.

There’s also a list for you to check off when you finish each section of your business plan.

Strong game plans help coaches win games and help businesses rocket to the top of their industries. So if you dedicate the time and effort required to write a workable and convincing business plan, you’ll boost your chances of success and even dominance in your market.

This business plan kit is essential for the budding entrepreneur who needs a more extensive document to share with investors and other stakeholders.

It not only includes sections for your executive summary, product line, market analysis, marketing plan, and sales plan, but it also offers hands-on guidance for filling out those sections.

3. LiveFlow’s Financial Planning Template with built-in automation

This free template from LiveFlow aims to make it easy for businesses to create a financial plan and track their progress on a monthly basis.

The P&L Budget versus Actual format allows users to track their revenue, cost of sales, operating expenses, operating profit margin, net profit, and more.

The summary dashboard aggregates all of the data put into the financial plan sheet and will automatically update when changes are made.

Instead of wasting hours manually importing your data to your spreadsheet, LiveFlow can also help you to automatically connect your accounting and banking data directly to your spreadsheet, so your numbers are always up-to-date.

With the dashboard, you can view your runway, cash balance, burn rate, gross margins, and other metrics. Having a simple way to track everything in one place will make it easier to complete the financials section of your business plan.

This is a fantastic template to track performance and alignment internally and to create a dependable process for documenting financial information across the business. It’s highly versatile and beginner-friendly.

It’s especially useful if you don’t have an accountant on the team. (I always recommend you do, but for new businesses, having one might not be possible.)

4. ThoughtCo’s Sample Business Plan

One of the more financially oriented sample business plans in this list, BPlan’s free business plan template dedicates many of its pages to your business’s financial plan and financial statements.

After filling this business plan out, your company will truly understand its financial health and the steps you need to take to maintain or improve it.

I absolutely love this business plan template because of its ease-of-use and hands-on instructions (in addition to its finance-centric components). If you feel overwhelmed by the thought of writing an entire business plan, consider using this template to help you with the process.

6. Harvard Business Review’s "How to Write a Winning Business Plan"

Most sample business plans teach you what to include in your business plan, but this Harvard Business Review article will take your business plan to the next level — it teaches you the why and how behind writing a business plan.

With the guidance of Stanley Rich and Richard Gumpert, co-authors of " Business Plans That Win: Lessons From the MIT Enterprise Forum ", you'll learn how to write a convincing business plan that emphasizes the market demand for your product or service.

You’ll also learn the financial benefits investors can reap from putting money into your venture rather than trying to sell them on how great your product or service is.

This business plan guide focuses less on the individual parts of a business plan, and more on the overarching goal of writing one. For that reason, it’s one of my favorites to supplement any template you choose to use. Harvard Business Review’s guide is instrumental for both new and seasoned business owners.

7. HubSpot’s Complete Guide to Starting a Business

If you’re an entrepreneur, you know writing a business plan is one of the most challenging first steps to starting a business.

Fortunately, with HubSpot's comprehensive guide to starting a business, you'll learn how to map out all the details by understanding what to include in your business plan and why it’s important to include them. The guide also fleshes out an entire sample business plan for you.

If you need further guidance on starting a business, HubSpot's guide can teach you how to make your business legal, choose and register your business name, and fund your business. It will also give small business tax information and includes marketing, sales, and service tips.

This comprehensive guide will walk you through the process of starting a business, in addition to writing your business plan, with a high level of exactitude and detail. So if you’re in the midst of starting your business, this is an excellent guide for you.

It also offers other resources you might need, such as market analysis templates.

8. Panda Doc’s Free Business Plan Template

PandaDoc’s free business plan template is one of the more detailed and fleshed-out sample business plans on this list. It describes what you should include in each section, so you don't have to come up with everything from scratch.

Once you fill it out, you’ll fully understand your business’ nitty-gritty details and how all of its moving parts should work together to contribute to its success.

This template has two things I love: comprehensiveness and in-depth instructions. Plus, it’s synced with PandaDoc’s e-signature software so that you and other stakeholders can sign it with ease. For that reason, I especially love it for those starting a business with a partner or with a board of directors.

9. Small Business Administration Free Business Plan Template

The Small Business Administration (SBA) offers several free business plan templates that can be used to inspire your own plan.

Before you get started, you can decide what type of business plan you need — a traditional or lean start-up plan.

Then, you can review the format for both of those plans and view examples of what they might look like.

We love both of the SBA’s templates because of their versatility. You can choose between two options and use the existing content in the templates to flesh out your own plan. Plus, if needed, you can get a free business counselor to help you along the way.

I’ve compiled some completed business plan samples to help you get an idea of how to customize a plan for your business.

I chose different types of business plan ideas to expand your imagination. Some are extensive, while others are fairly simple.

Let’s take a look.

1. LiveFlow

One of the major business expenses is marketing. How you handle your marketing reflects your company’s revenue.

I included this business plan to show you how you can ensure your marketing team is aligned with your overall business plan to get results. The plan also shows you how to track even the smallest metrics of your campaigns, like ROI and payback periods instead of just focusing on big metrics like gross and revenue.

Fintech startup, LiveFlow, allows users to sync real-time data from its accounting services, payment platforms, and banks into custom reports. This eliminates the task of pulling reports together manually, saving teams time and helping automate workflows.

"Using this framework over a traditional marketing plan will help you set a profitable marketing strategy taking things like CAC, LTV, Payback period, and P&L into consideration," explains LiveFlow co-founder, Lasse Kalkar .

When it came to including marketing strategy in its business plan, LiveFlow created a separate marketing profit and loss statement (P&L) to track how well the company was doing with its marketing initiatives.

This is a great approach, allowing businesses to focus on where their marketing dollars are making the most impact. Having this information handy will enable you to build out your business plan’s marketing section with confidence. LiveFlow has shared the template here . You can test it for yourself.

2. Lula Body

Sometimes all you need is a solid mission statement and core values to guide you on how to go about everything. You do this by creating a business plan revolving around how to fulfill your statement best.

For example, Patagonia is an eco-friendly company, so their plan discusses how to make the best environmentally friendly products without causing harm.

A good mission statement  should not only resonate with consumers but should also serve as a core value compass for employees as well.

Patagonia has one of the most compelling mission statements I’ve seen:

"Together, let’s prioritise purpose over profit and protect this wondrous planet, our only home."

It reels you in from the start, and the environmentally friendly theme continues throughout the rest of the statement.

This mission goes on to explain that they are out to "Build the best product, cause no unnecessary harm, and use business to protect nature."

Their mission statement is compelling and detailed, with each section outlining how they will accomplish their goal.

4. Vesta Home Automation

This executive summary for a smart home device startup is part of a business plan created by students at Mount Royal University .

While it lacks some of the sleek visuals of the templates above, its executive summary does a great job of demonstrating how invested they are in the business.

Right away, they mention they’ve invested $200,000 into the company already, which shows investors they have skin in the game and aren’t just looking for someone else to foot the bill.

This is the kind of business plan you need when applying for business funds. It clearly illustrates the expected future of the company and how the business has been coming along over the years.

5. NALB Creative Center

This fictional business plan for an art supply store includes everything one might need in a business plan: an executive summary, a company summary, a list of services, a market analysis summary, and more.

One of its most notable sections is its market analysis summary, which includes an overview of the population growth in the business’ target geographical area, as well as a breakdown of the types of potential customers they expect to welcome at the store. 

This sort of granular insight is essential for understanding and communicating your business’s growth potential. Plus, it lays a strong foundation for creating relevant and useful buyer personas .

It’s essential to keep this information up-to-date as your market and target buyer changes. For that reason, you should carry out market research as often as possible to ensure that you’re targeting the correct audience and sharing accurate information with your investors.

Due to its comprehensiveness, it’s an excellent example to follow if you’re opening a brick-and-mortar store and need to get external funding to start your business .

6. Curriculum Companion Suites (CSS)

If you’re looking for a SaaS business plan example, look no further than this business plan for a fictional educational software company called Curriculum Companion Suites. 

Like the business plan for the NALB Creative Center, it includes plenty of information for prospective investors and other key stakeholders in the business.

One of the most notable features of this business plan is the executive summary, which includes an overview of the product, market, and mission.

The first two are essential for software companies because the product offering is so often at the forefront of the company’s strategy. Without that information being immediately available to investors and executives, then you risk writing an unfocused business plan.

It’s essential to front-load your company’s mission if it explains your "Why?" and this example does just that. In other words, why do you do what you do, and why should stakeholders care? This is an important section to include if you feel that your mission will drive interest in the business and its offerings.

7. Culina Sample Business Plan

Culina's sample business plan is an excellent example of how to lay out your business plan so that it flows naturally, engages readers, and provides the critical information investors and stakeholders need. 

You can use this template as a guide while you're gathering important information for your own business plan. You'll have a better understanding of the data and research you need to do since Culina’s plan outlines these details so flawlessly for inspiration.

8. Plum Sample Business Plan

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The Complete Guide to Writing a Strategic Plan

By Joe Weller | April 12, 2019 (updated March 26, 2024)

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Writing a strategic plan can be daunting, as the process includes many steps. In this article, you’ll learn the basics of writing a strategic plan, what to include, common challenges, and more.

Included on this page, you'll find details on what to include in a strategic plan , the importance of an executive summary , how to write a mission statement , how to write a vision statement , and more.

The Basics of Writing a Strategic Plan

The strategic planning process takes time, but the payoff is huge. If done correctly, your strategic plan will engage and align stakeholders around your company’s priorities.

Strategic planning, also called strategy development or analysis and assessment , requires attention to detail and should be performed by someone who can follow through on next steps and regular updates. Strategic plans are not static documents — they change as new circumstances arise, both internally and externally.

Before beginning the strategic planning process, it’s important to make sure you have buy-in from management, a board of directors, or other leaders. Without it, the process cannot succeed.

Next, gather your planning team. The group should include people from various departments at different levels, and the planning process should be an open, free discussion within the group. It’s important for leaders to get input from the group as a whole, but they don’t necessarily need approval from everyone — that will slow down the process.

The plan author is responsible for writing and putting the final plan together and should work with a smaller group of writers to establish and standardize the tone and style of the final document or presentation.

Sometimes, it’s a good idea to hire an external party to help facilitate the strategic planning process.

“It often can be helpful to have a really good facilitator to organize and pursue strategic conversations,” says Professor John M. Bryson, McKnight Presidential Professor of Planning and Public Affairs at the Hubert H. Humphrey School of Public Affairs, University of Minnesota and author of Strategic Planning for Public and Nonprofit Organizations: A Guide to Strengthening and Sustaining Organizational Achievement .

Byson says the facilitator can be in-house or external, but they need experience. “You need to make sure someone is good, so there needs to be a vetting process,” he says.

One way to gauge a facilitator’s experience is by asking how they conduct conversations. “It’s important for facilitators to lead by asking questions,” Bryson says.

Bryson says that strong facilitators often ask the following questions:

What is the situation we find ourselves in?

What do we do?

How do we do it?

How do we link our purposes to our capabilities?

The facilitators also need to be able to handle conflict and diffuse situations by separating idea generation from judgement. “Conflict is part of strategic planning,” Bryson admits. “[Facilitators] need to hold the conversations open long enough to get enough ideas out there to be able to make wise choices.”

These outside helpers are sometimes more effective than internal facilitators since they are not emotionally invested in the outcome of the process. Thus, they can concentrate on the process and ask difficult questions.

A strategic plan is a dynamic document or presentation that details your company’s present situation, outlines your future plans, and shows you how the company can get there. You can take many approaches to the process and consider differing ideas about what needs to go into it, but some general concepts stand.

“Strategic planning is a prompt or a facilitator for fostering strategic thinking, acting, and learning,” says Bryson. He explains that he often begins planning projects with three questions:

What do you want to do?

How are we going to do it?

What would happen if you did what you want to do?

The answers to these questions make up the meat of the planning document.

A strategic plan is only effective when the writing and thinking is clear, since the intent is to help an organization keep to its mission through programs and capacity, while also building stakeholder engagement.

Question 1: Where Are We Now?

The answer (or answers) to the first question — where are we now? — addresses the foundation of your organization, and it can serve as an outline for the following sections of your strategic plan:

Mission statement

Core values and guiding principles

Identification of competing organizations

Industry analysis (this can include a SWOT or PEST analysis)

Question 2: Where Are We Going?

The answers to this question help you identify your goals for the future of the business and assess whether your current trajectory is the future you want. These aspects of the plan outline a strategy for achieving success and can include the following:

Vision statement about what the company will look like in the future

What is happening (both internally and externally) and what needs to change

The factors necessary for success

Question 3: How Do We Get There?

The answers to this question help you outline the many routes you can take to achieve your vision and match your strengths with opportunities in the market. A Gantt chart can help you map out and keep track of these initiatives.

You should include the following sections:

Specific and measurable goals

An execution plan that identifies who manages and monitors the plan

An evaluation plan that shows how you plan to measure the successes and setbacks that come with implementation

What to Include in a Strategic Plan

Strategic planning terminology is not standardized throughout the industry, and this can lead to confusion. Instead, strategic planning experts use many names for the different sections of a strategic plan.

“The terms are all over the map. It’s really the concept of what the intention of the terms are [that is important],” says Denise McNerney, President and CEO of iBossWell, Inc. , and incoming president of the Association for Strategic Planning (ASP). She recommends coming up with a kind of glossary that defines the terms for your team. “One of the most important elements when you’re starting the strategic planning process is to get some clarity on the nomenclature. It’s just what works for your organization. Every organization is slightly different.”

No matter what terms you use, the general idea of a strategic plan is the same. “It’s like drawing a map for your company. One of the first steps is committing to a process, then determining how you’re going to do it,” McNerney explains.

She uses a basic diagram that she calls the strategic plan architecture . The areas above the red dotted line are the strategic parts of the plan. Below the red dotted line are the implementation pieces.

While the specific terminology varies, basic sections of a strategic plan include the following in roughly this order:

Executive summary

Elevator pitch or company description

Vision statement

Industry analysis

Marketing plan

Operations plan

Financial projections

Evaluation methods

Signature page

Some plans will contain all the above sections, but others will not — what you include depends on your organization’s structure and culture.

“I want to keep it simple, so organizations can be successful in achieving [the strategic plan],” McNerney explains. “Your plan has to be aligned with your culture and your culture needs to be aligned with your plan if you’re going to be successful in implementing it.”

The following checklist will help you keep track of what you have done and what you still need to do.

‌ Download Strategic Plan Sections Checklist

How to Write a Strategic Plan

Once you’ve assembled your team and defined your terms, it’s time to formalize your ideas by writing the strategic plan. The plan may be in the form of a document, a presentation, or another format.

You can use many models and formats to create your strategic plan (read more about them in this article ). However, you will likely need to include some basic sections, regardless of the particular method you choose (even if the order and way you present them vary). In many cases, the sections of a strategic plan build on each other, so you may have to write them in order.

One tip: Try to avoid jargon and generic terms; for example, words like maximize and succeed lose their punch. Additionally, remember that there are many terms for the same object in strategic planning.

The following sections walk you through how to write common sections of a strategic plan.

How to Write an Executive Summary

The key to writing a strong executive summary is being clear and concise. Don’t feel pressured to put anything and everything into this section — executive summaries should only be about one to two pages long and include the main points of the strategic plan.

The idea is to pique the reader’s interest and get them to read the rest of the plan. Because it functions as a review of the entire document, write the executive summary after you complete the rest of your strategic plan.

“If you have a plan that’s really lengthy, you should have a summary,” says Jim Stockmal, President of the Association for Strategic Planning (ASP). He always writes summaries last, after he has all the data and information he needs for the plan. He says it is easier to cut than to create something.

For more information about writing an effective executive summary, a checklist, and free templates, read this article .

If you want a one-page executive summary, this template can help you decide what information to include.

Download One-Page Executive Summary Template

Excel | Word | PDF

How to Write a Company Description

Also called an elevator pitch , the company description is a brief outline of your organization and what it does. It should be short enough that it can be read or heard during the average elevator ride.

The company description should include the history of your company, the major products and services you provide, and any highlights and accomplishments, and it should accomplish the following:

Define what you are as a company.

Describe what the company does.

Identify your ideal client and customer.

Highlight what makes your company unique.

While this may seem basic, the company description changes as your company grows and changes. For example, your ideal customer five years ago might not be the same as the current standard or the one you want in five years.

Share the company description with everyone in your organization. If employees cannot accurately articulate what you do to others, you might miss out on opportunities.

How to Write a Mission Statement

The mission statement explains what your business is trying to achieve. In addition to guiding your entire company, it also helps your employees make decisions that move them toward the company’s overall mission and goals.

“Ideally, [the mission statement is] something that describes what you’re about at the highest level,” McNerney says. “It’s the reason you exist or what you do.”

Strong mission statements can help differentiate your company from your competitors and keep you on track toward your goals. It can also function as a type of tagline for your organization.

Mission statements should do the following:

Define your company’s purpose. Say what you do, who you do it for, and why it is valuable.

Use specific and easy-to-understand language.

Be inspirational while remaining realistic.

Be short and succinct.

This is your chance to define the way your company will make decisions based on goals, culture, and ethics. Mission statements should not be vague or generic, and they should set your business apart from others. If your mission statement could define many companies in your line of work, it is not a good mission statement.

Mission statements don’t have to be only outward-facing for customers or partners. In fact, it is also possible to include what your company does for its employees in your mission statement.

Unlike other parts of your strategic plan that are designed to be reviewed and edited periodically, your company’s mission statement should live as is for a while.

That said, make the effort to edit and refine your mission statement. Take out jargon like world class, best possible, state of the art, maximize, succeed , and so on, and cut vague or unspecific phrasing. Then let your strategic planning committee review it.

How to Write a Vision Statement

Every action your company does contributes to its vision. The vision statement explains what your company wants to achieve in the long term and can help inspire and align your team.

“The vision is the highest-ordered statement of the desired future or state of what you want your business to achieve,” McNerney explains.

A clear vision statement can help all stakeholders understand the meaning and purpose of your company. It should encourage and inspire employees while setting your company’s direction. It also helps you rule out elements that might not align with your vision.

Vision statements should be short (a few sentences). They should also be memorable, specific, and ambitious. But there is a fine line between being ambitious and creating a fantasy. The vision should be clearly attainable if you follow the goals and objectives you outline later in your strategic planning plan.

Because you need to know your company’s goals and objectives to create an accurate vision statement, you might need to wait until you have more information about the company’s direction to write your vision statement.

Below are questions to ask your team as you craft your vision statement:

What impact do we want to have on our community and industry?

How will we interact with others as a company?

What is the culture of the business?

Avoid broad statements that could apply to any company or industry. For example, phrases like “delivering a wonderful experience” could apply to many industries. Write in the present tense, avoid jargon, and be clear and concise.

Vision statements should accomplish the following:

Be inspiring.

Focus on success.

Look at and project about five to 10 years ahead.

Stay in line with the goals and values of your organization.

Once you write your vision statement, communicate it to everyone in your company. Your team should be able to easily understand and repeat the company’s vision statement. Remember, the statements can change as the environment in and around your company changes.

The Difference Between Mission and Vision Statements

Mission and vision statements are both important, but they serve very different purposes.

Mission statements show why a business exists, while vision statements are meant to inspire and provide direction. Mission statements are about the present, and vision statements are about the future. The mission provides items to act upon, and the vision offers goals to aspire to.

For example, if a vision statement is “No child goes to bed hungry,” the accompanying mission would be to provide food banks within the city limits.

While many organizations have both mission and vision statements, it’s not imperative. “Not everyone has a vision statement,” McNerney says. “Some organizations just have one.”

If you choose to have only one statement, McNerney offers some advice: “Any statement you have, if you have just one, needs to include what [you do], how [you do it], why [you do it], and who you do it for.”

During the planning process, these key statements might change. “Early on in the process, you need to talk about what you are doing and why and how you are doing it. Sometimes you think you know where you want to go, but you’re not really sure,” McNerney says. “You need to have flexibility both on the plan content and in the process.”

How to Write Your Company’s Core Values

Company core values , sometimes called organizational values , help you understand what drives the company to do what it does. In this section, you’ll learn a lot about your company and the people who work with you. It should be relatively easy to write.

“The values are the core of how you operate [and] how you treat your people, both internally and externally. Values describe the behaviors you really want to advance,” McNerney says.

There are both internal and external values looking at your employees and coworkers, as well as customers and outside stakeholders. Pinpointing values will help you figure out the traits of the people you want to hire and promote, as well as the qualities you’re looking for in your customers.

Your values should align with your vision statement and highlight your strengths while mitigating weaknesses. McNerney says many organizations do not really consider or are not honest about their company’s values when working on strategic plans, which can lead to failure.

“Your strategies have to align with your values and vice versa,” she explains.

Many companies’ values sound like meaningless jargon, so take the time to figure out what matters to your company and push beyond generic language.

How to Write about Your Industry

When planning ahead for your business, it’s important to look around. How are matters inside your company? What are your competitors doing? Who are your target customers?

“[If you don’t do a thorough industry analysis], you’re doing your planning with your head in the sand. If you’re not looking at the world around you, you’re missing a whole dimension about what should inform your decision making,” McNerney advises.

Writing about your industry helps you identify new opportunities for growth and shows you how you need to change in order to take advantage of those opportunities. Identify your key competitors, and define what you see as their strengths and weaknesses. Performing this analysis will help you figure out what you do best and how you compare to your competition. Once you know what you do well, you can exploit your strengths to your advantage.

In this section, also include your SWOT (strengths, weaknesses, opportunities, and threats) analysis. You can choose from many templates to help you write this section.

Next, identify your target customers. Think about what they want and need, as well as how you can provide it. Do your competitors attract your target customers, or do you have a niche that sets you apart?

The industry analysis carries a price, but also provides many benefits. “It takes some time and money to do [a thorough industry analysis], but the lack of that understanding says a lot about the future of your organization. If you don’t know what is going on around you, how can you stay competitive?” explains McNerney.

How to Write Strategic Plan Goals and Objectives

This section is the bulk of your strategic plan. Many people confuse goals and objectives, thinking the terms are interchangeable, but many argue that the two are distinct. You can think of them this way:

Goals : Goals are broad statements about what you want to achieve as a company, and they’re usually qualitative. They function as a description of where you want to go, and they can address both the short and long term.

Objectives : Objectives support goals, and they’re usually quantitative and measurable. They describe how you will measure the progress needed to arrive at the destination you outlined in the goal. More than one objective can support one goal.

For example, if your goal is to achieve success as a strategic planner, your objective would be to write all sections of the strategic plan in one month.

iBossWell, Inc.’s McNerney reiterates that there are not hard and fast definitions for the terms goals and objectives , as well as many other strategic planning concepts. “I wouldn’t attempt to put a definition to the terms. You hear the terms goals and objectives a lot, but they mean different things to different people. What some people call a goal , others call an objective . What some people call an objective , others would call a KPI. ” They key, she explains, is to decide what the terms mean in your organization, explain the definitions to key stakeholders, and stick to those definitions.

How to Write Goals

Goals form the basis of your strategic plan. They set out your priorities and initiatives, and therefore are critical elements and define what your plan will accomplish. Some planning specialists use the term strategic objectives or strategic priorities when referring to goals, but for clarity, this article will use the term goals.

“[Goals] are the higher level that contain several statements about what your priorities are,” McNerney explains. They are often near the top of your plan’s hierarchy.

Each goal should reflect something you uncovered during the analysis phase of your strategic planning process. Goals should be precise and concise statements, not long narratives. For example, your goals might be the following:

Eliminate case backlog.

Lower production costs.

Increase total revenue.

Each goal should have a stated outcome and a deadline. Think of goal writing as a formula: Action + detail of the action + a measurable metric + a deadline = goal. For example, your goal might be: Increase total revenue by 5 percent in three product areas by the third quarter of 2020.

Another way to look at it: Verb (action) + adjective (description) = noun (result). An example goal: Increase website fundraising.

Your goals should strike a balance between being aspirational and tangible. You want to stretch your limits, but not make them too difficult to reach. Your entire organization and stakeholders should be able to remember and understand your goals.

Think about goals with varying lengths. Some should go out five to 10 years, others will be shorter — some significantly so. Some goals might even be quarterly, monthly, or weekly. But be careful to not create too many goals. Focus on the ones that allow you to zero in on what is critical for your company’s success. Remember, several objectives and action steps will likely come from each goal.

How to Write Objectives

Objectives are the turn-by-turn directions of how to achieve your goals. They are set in statement and purpose with no ambiguity about whether you achieve them or not.

Your goals are where you want to go. Next, you have to determine how to get there, via a few different objectives that support each goal. Note that objectives can cover several areas.

“You need implementation elements of the plan to be successful,” McNerney says, adding that some people refer to objectives as tactics , actions , and many other terms.

Objectives often begin with the words increase or decrease because they are quantifiable and measurable. You will know when you achieve an objective. They are action items, often with start and end dates.

Use the goal example from earlier: Increase total revenue by 5 percent in three product areas by the third quarter of 2020. In this example, your objectives could be:

Approach three new possible clients each month.

Promote the three key product areas on the website and in email newsletters.

Think of the acronym SMART when writing objectives: Make them specific, measurable, achievable, realistic/relevant, and time-bound.

Breaking down the process further, some strategic planners use the terms strategies and tactics to label ways to achieve objectives. Using these terms, strategies describe an approach or method you will use to achieve an objective. A tactic is a specific activity or project that achieves the strategy, which, in turn, helps achieve the objective.

How to Write about Capacity, Operations Plans, Marketing Plans, and Financial Plans

After you come up with your goals and objectives, you need to figure out who will do what, how you will market what they do, and how you will pay for what you need to do.

“If you choose to shortchange the process [and not talk about capacity and finances], you need to know what the consequences will be,” explains McNerney. “If you do not consider the additional costs or revenues your plan is going to drive, you may be creating a plan you cannot implement.”

To achieve all the goals outlined in your strategic plan, you need the right people in place. Include a section in your strategic plan where you talk about the capacity of your organization. Do you have the team members to accomplish the objectives you have outlined in order to reach your goals? If not, you may need to hire personnel.

The operations plan maps out your initiatives and shows you who is going to do what, when, and how. This helps transform your goals and objectives into a reality. A summary of it should go into your strategic plan. If you need assistance writing a comprehensive implementation plan for your organization, this article can guide you through the process.

A marketing plan describes how you attract prospects and convert them into customers. You don’t need to include the entire marketing plan in your strategic plan, but you might want to include a summary. For more information about writing marketing plans, this article can help.

Then there are finances. We would all like to accomplish every goal, but sometimes we do not have enough money to do so. A financial plan can help you set your priorities. Check out these templates to help you get started with a financial plan.

How to Write Performance Indicators

In order to know if you are reaching the goals you outline in your strategic plan, you need performance indicators. These indicators will show you what success looks like and ensure accountability. Sadly, strategic plans have a tendency to fail when nobody periodically assesses progress.

Key performance indicators (KPIs) can show you how your business is progressing. KPIs can be both financial and nonfinancial measures that help you chart your progress and take corrective measures if actions are not unfolding as they should. Other terms similar to KPIs include performance measures and performance indicators .

Performance indicators are not always financial, but they must be quantifiable. For example, tracking visitors to a website, customers completing a contact form, or the number of proposals that close with deals are all performance indicators that keep you on track toward achieving your goals.

When writing your performance indicators, pay attention to the following:

Define how often you need to report results.

Every KPI must have some sort of measure.

List a measure and a time period.

Note the data source where you will get your information to measure and track.

ASP’s Stockmal has some questions for you to ask yourself about picking performance indicators.

Are you in control of the performance measure?

Does the performance measure support the strategic outcomes?

Is it feasible?

Is data available?

Who is collecting that data, and how will they do it?

Is the data timely?

Is it cost-effective to collect that data?

ls the goal quantifiable, and can you measure it over time?

Are your targets realistic and time-bound?

Stockmal also says performance indicators cannot focus on only one thing at the detriment of another. “Don’t lose what makes you good,” he says. He adds that focusing on one KPI can hurt other areas of a company’s performance, so reaching a goal can be short-sided.

Some performance indicators can go into your strategic plan, but you might want to set other goals for your organization. A KPI dashboard can help you set up and track your performance and for more information about setting up a KPI dashboard, this article can help.

Communicating Your Strategic Plan

While writing your strategic plan, you should think about how to share it. A plan is no good if it sits on a shelf and nobody reads it.

“After the meetings are over, you have to turn your strategy into action,” says Stefan Hofmeyer, an experienced strategist and co-founder of Global PMI Partners . “Get in front of employees and present the plan [to get everyone involved].” Hofmeyer explains his research has shown that people stay with companies not always because of money, but often because they buy into the organization’s vision and want to play a part in helping it get where it wants to go. “These are the people you want to keep because they are invested,” he says.

Decide who should get a physical copy of the entire plan. This could include management, the board of directors, owners, and more. Do your best to keep it from your competitors. If you distribute it outside of your company, you might want to attach a confidentiality waiver.

You can communicate your plan to stakeholders in the following ways:

Hold a meeting to present the plan in person.

Highlight the plan in a company newsletter.

Include the plan in new employee onboarding.

Post the plan on the employee intranet, along with key highlights and a way to track progress.

If you hold a meeting, make sure you and other key planners are prepared to handle the feedback and discussion that will arise. You should be able to defend your plan and reinforce its key areas. The goal of the plan’s distribution is to make sure everyone understands their role in making the plan successful.

Remind people of your company’s mission, vision, and values to reinforce their importance. You can use posters or other visual methods to post around the office. The more that people feel they play an important part in the organization’s success, they more successful you will be in reaching your goals of your strategic plan.

Challenges in Writing a Strategic Plan

As mentioned, strategic planning is a process and involves a team. As with any team activity, there will be challenges.

Sometimes the consensus can take priority over what is clear. Peer pressure can be a strong force, especially if a boss or other manager is the one making suggestions and people feel pressured to conform. Some people might feel reluctant to give any input because they do not think it matters to the person who ultimately decides what goes into the plan.

Team troubles can also occur when one or more members does not think the plan is important or does not buy into the process. Team leaders need to take care of these troubles before they get out of hand.

Pay attention to your company culture and the readiness you have as a group, and adapt the planning process to fit accordingly. You need to find the balance between the process and the final product.

The planning process takes time. Many organizations do not give themselves enough time to plan properly, and once you finish planning, writing the document or presentation also takes time, as does implementation. Don’t plan so much that you ignore how you are going to put the plan into action. One symptom of this is not aligning the plan to fit the capacity or finances of the company.

Stockmal explains that many organizations often focus too much on the future and reaching their goals that they forget what made them a strong company in the first place. Business architecture is important, which Stockmal says is “building the capabilities the organization needs to fulfill its strategy.” He adds that nothing happens if there is no budget workers to do the work necessary to drive change.

Be careful with the information you gather. Do not take shortcuts in the research phase — that will lead to bad information coming out further in the process. Also, do not ignore negative information you may learn. Overcoming adversity is one way for companies to grow.

Be wary of cutting and pasting either from plans from past years or from other similar organizations. Every company is unique.

And while this may sound obvious, do not ignore what your planning process tells you. Your research might show you should not go in a direction you might want to.

Writing Different Types of Strategic Plans

The strategic planning process will differ based on your organization, but the basic concepts will stay the same. Whether you are a nonprofit, a school, or a for-profit entity, strategic plans will look at where you are and how you will get to where you want to go.

How to Write a Strategic Plan for a Nonprofit

For a nonprofit, the strategic plan’s purpose is mainly how to best advance the mission. It’s imperative to make sure the mission statement accurately fits the organization.

In addition to a SWOT analysis and other sections that go into any strategic plan, a nonprofit needs to keep an eye on changing factors, such as funding. Some funding sources have finite beginnings and endings. Strategic planning is often continuous for nonprofits.

A nonprofit has to make the community care about its cause. In a for-profit organization, the marketing department works to promote the company’s product or services to bring in new revenue. For a nonprofit, however, conveying that message needs to be part of the strategic plan.

Coming up with an evaluation method and KPIs can sometimes be difficult for a nonprofit, since they are often focused on goals other than financial gain. For example, a substance abuse prevention coalition is trying to keep teens from starting to drink or use drugs, and proving the coalition’s methods work is often difficult to quantify.

This template can help you visually outline your strategic plan for your nonprofit.

Download Nonprofit Strategic Plan Template

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How to Write a Strategic Plan for a School

Writing a strategic plan for a school can be difficult because of the variety of stakeholders involved, including students, teachers, other staff, and parents.

Strategic planning in a school is different from others because there are no markets to explore, products to produce, clients to woo, or adjustable timelines. Schools often have set boundaries, missions, and budgets.

Even with the differences, the same planning process and structure should be in place for schools as it is for other types of organizations.

This template can help your university or school outline your strategic plan.

‌ ‌Download University Strategic Plan Outline – Word

How to Write a 5-Year Strategic Plan

There is no set time period for a strategic plan, but five years can be a sweet spot. In some cases, yearly planning might keep you continually stuck in the planning process, while 10 years might be too far out.

In addition to the basic sections that go into any strategic plan, when forecasting five years into the future, put one- and three-year checkpoints into the plan so you can track progress intermittently.

How to Write a 3-Year Strategic Plan

While five years is often the strategic planning sweet spot, some organizations choose to create three-year plans. Looking too far ahead can be daunting, especially for a new or changing company.

In a three-year plan, the goals and objectives have a shorter timeframe and you need to monitor them more frequently. Build those checkpoints into the plan.

“Most organizations do a three- to five-year plan now because they recognize the technology and the changes in business that are pretty dynamic now,” Stockmal says.

How to Write a Departmental Strategic Plan

The first step in writing a strategic plan for your department is to pay attention to your company’s overall strategic plan. You want to make sure the plans align.

The steps in creating a plan for a department are the same as for an overall strategic plan, but the mission statement, vision, SWOT analysis, goals, objectives, and so on are specific to only the people in your department. Look at each person separately and consider their core competencies, strengths, capabilities, and weaknesses. Assign people who will be responsible for certain tasks and tactics necessary to achieve your goals.

If you have access to a plan from a previous year, see how your department did in meeting its goals. Adjust the new plan accordingly.

When you finish your departmental plan, make sure to submit it to whomever is responsible for your company’s overall plan. Expect to make changes.

How to Write a Strategic Plan for a Project

A strategic plan is for the big picture, not for a particular project for an organization. Instead of a strategic plan, this area would fall under project management.

If you have a failing project and need to turn it around, this article might help.

How to Write a Personal Strategic Plan

Creating a strategic plan isn’t only for businesses. You can also create a strategic plan to help guide both your professional and personal life. The key is to include what is important to you. This process takes time and reflection.

Be prepared for what you discover about yourself. Because you will be looking at your strengths and weaknesses, you might see things you do not like. It is important to be honest with yourself. A SWOT analysis on yourself will give you some honest feedback if you let it.

Begin with looking at your life as it is now. Are you satisfied? What do you want to do more or less? What do you value most in your life? Go deeper than saying family, happiness, and health. This exercise will help you clarify your values.

Once you know what is important to you, come up with a personal mission statement that reflects the values you cherish. As it does within a business, this statement will help guide you in making future decisions. If something does not fit within your personal mission, you shouldn’t do it.

Using the information you discovered during your SWOT and mission statement process, come up with goals that align with your values. The goals can be broad, but don’t forget to include action items and timeframes to help you reach your goals.

As for the evaluation portion, identify how you will keep yourself accountable and on track. You might involve a person to remind you about your plan, calendar reminders, small rewards when you achieve a goal, or another method that works for you.

Below is additional advice for personal strategic plans:

There are things you can control and things you cannot. Keep your focus on what you can act on.

Look at the positive instead of what you will give up. For example, instead of focusing on losing weight, concentrate on being healthier.

Do not overcommit, and do not ignore the little details that help you reach your goals.

No matter what, do not dwell on setbacks and remember to celebrate successes.

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550+ Business Plan Examples to Launch Your Business

Need help writing your business plan? Explore over 550 industry-specific business plan examples for inspiration.

Find your business plan example

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Business plan template: There's an easier way to get your business plan done.

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View all sample business plans

Example business plan format

Before you start exploring our library of business plan examples, it's worth taking the time to understand the traditional business plan format . You'll find that the plans in this library and most investor-approved business plans will include the following sections:

Executive summary

The executive summary is an overview of your business and your plans. It comes first in your plan and is ideally only one to two pages. You should also plan to write this section last after you've written your full business plan.

Your executive summary should include a summary of the problem you are solving, a description of your product or service, an overview of your target market, a brief description of your team, a summary of your financials, and your funding requirements (if you are raising money).

Products & services

The products & services chapter of your business plan is where the real meat of your plan lives. It includes information about the problem that you're solving, your solution, and any traction that proves that it truly meets the need you identified.

This is your chance to explain why you're in business and that people care about what you offer. It needs to go beyond a simple product or service description and get to the heart of why your business works and benefits your customers.

Market analysis

Conducting a market analysis ensures that you fully understand the market that you're entering and who you'll be selling to. This section is where you will showcase all of the information about your potential customers. You'll cover your target market as well as information about the growth of your market and your industry. Focus on outlining why the market you're entering is viable and creating a realistic persona for your ideal customer base.

Competition

Part of defining your opportunity is determining what your competitive advantage may be. To do this effectively you need to get to know your competitors just as well as your target customers. Every business will have competition, if you don't then you're either in a very young industry or there's a good reason no one is pursuing this specific venture.

To succeed, you want to be sure you know who your competitors are, how they operate, necessary financial benchmarks, and how you're business will be positioned. Start by identifying who your competitors are or will be during your market research. Then leverage competitive analysis tools like the competitive matrix and positioning map to solidify where your business stands in relation to the competition.

Marketing & sales

The marketing and sales plan section of your business plan details how you plan to reach your target market segments. You'll address how you plan on selling to those target markets, what your pricing plan is, and what types of activities and partnerships you need to make your business a success.

The operations section covers the day-to-day workflows for your business to deliver your product or service. What's included here fully depends on the type of business. Typically you can expect to add details on your business location, sourcing and fulfillment, use of technology, and any partnerships or agreements that are in place.

Milestones & metrics

The milestones section is where you lay out strategic milestones to reach your business goals.

A good milestone clearly lays out the parameters of the task at hand and sets expectations for its execution. You'll want to include a description of the task, a proposed due date, who is responsible, and eventually a budget that's attached. You don't need extensive project planning in this section, just key milestones that you want to hit and when you plan to hit them.

You should also discuss key metrics, which are the numbers you will track to determine your success. Some common data points worth tracking include conversion rates, customer acquisition costs, profit, etc.

Company & team

Use this section to describe your current team and who you need to hire. If you intend to pursue funding, you'll need to highlight the relevant experience of your team members. Basically, this is where you prove that this is the right team to successfully start and grow the business. You will also need to provide a quick overview of your legal structure and history if you're already up and running.

Financial projections

Your financial plan should include a sales and revenue forecast, profit and loss statement, cash flow statement, and a balance sheet. You may not have established financials of any kind at this stage. Not to worry, rather than getting all of the details ironed out, focus on making projections and strategic forecasts for your business. You can always update your financial statements as you begin operations and start bringing in actual accounting data.

Now, if you intend to pitch to investors or submit a loan application, you'll also need a "use of funds" report in this section. This outlines how you intend to leverage any funding for your business and how much you're looking to acquire. Like the rest of your financials, this can always be updated later on.

The appendix isn't a required element of your business plan. However, it is a useful place to add any charts, tables, definitions, legal notes, or other critical information that supports your plan. These are often lengthier or out-of-place information that simply didn't work naturally into the structure of your plan. You'll notice that in these business plan examples, the appendix mainly includes extended financial statements.

Types of business plans explained

While all business plans cover similar categories, the style and function fully depend on how you intend to use your plan. To get the most out of your plan, it's best to find a format that suits your needs. Here are a few common business plan types worth considering.

Traditional business plan

The tried-and-true traditional business plan is a formal document meant to be used for external purposes. Typically this is the type of plan you'll need when applying for funding or pitching to investors. It can also be used when training or hiring employees, working with vendors, or in any other situation where the full details of your business must be understood by another individual.

Business model canvas

The business model canvas is a one-page template designed to demystify the business planning process. It removes the need for a traditional, copy-heavy business plan, in favor of a single-page outline that can help you and outside parties better explore your business idea.

The structure ditches a linear format in favor of a cell-based template. It encourages you to build connections between every element of your business. It's faster to write out and update, and much easier for you, your team, and anyone else to visualize your business operations.

One-page business plan

The true middle ground between the business model canvas and a traditional business plan is the one-page business plan . This format is a simplified version of the traditional plan that focuses on the core aspects of your business.

By starting with a one-page plan , you give yourself a minimal document to build from. You'll typically stick with bullet points and single sentences making it much easier to elaborate or expand sections into a longer-form business plan.

Growth planning

Growth planning is more than a specific type of business plan. It's a methodology. It takes the simplicity and styling of the one-page business plan and turns it into a process for you to continuously plan, forecast, review, and refine based on your performance.

It holds all of the benefits of the single-page plan, including the potential to complete it in as little as 27 minutes . However, it's even easier to convert into a more detailed plan thanks to how heavily it's tied to your financials. The overall goal of growth planning isn't to just produce documents that you use once and shelve. Instead, the growth planning process helps you build a healthier company that thrives in times of growth and remain stable through times of crisis.

It's faster, keeps your plan concise, and ensures that your plan is always up-to-date.

Download a free sample business plan template

Ready to start writing your own plan but aren't sure where to start? Download our free business plan template that's been updated for 2024.

This simple, modern, investor-approved business plan template is designed to make planning easy. It's a proven format that has helped over 1 million businesses write business plans for bank loans, funding pitches, business expansion, and even business sales. It includes additional instructions for how to write each section and is formatted to be SBA-lender approved. All you need to do is fill in the blanks.

How to use an example business plan to help you write your own

How do you know what elements need to be included in your business plan, especially if you've never written one before? Looking at examples can help you visualize what a full, traditional plan looks like, so you know what you're aiming for before you get started. Here's how to get the most out of a sample business plan.

Choose a business plan example from a similar type of company

You don't need to find an example business plan that's an exact fit for your business. Your business location, target market, and even your particular product or service may not match up exactly with the plans in our gallery. But, you don't need an exact match for it to be helpful. Instead, look for a plan that's related to the type of business you're starting.

For example, if you want to start a vegetarian restaurant, a plan for a steakhouse can be a great match. While the specifics of your actual startup will differ, the elements you'd want to include in your restaurant's business plan are likely to be very similar.

Use a business plan example as a guide

Every startup and small business is unique, so you'll want to avoid copying an example business plan word for word. It just won't be as helpful, since each business is unique. You want your plan to be a useful tool for starting a business —and getting funding if you need it.

One of the key benefits of writing a business plan is simply going through the process. When you sit down to write, you'll naturally think through important pieces, like your startup costs, your target market , and any market analysis or research you'll need to do to be successful.

You'll also look at where you stand among your competition (and everyone has competition), and lay out your goals and the milestones you'll need to meet. Looking at an example business plan's financials section can be helpful because you can see what should be included, but take them with a grain of salt. Don't assume that financial projections for a sample company will fit your own small business.

If you're looking for more resources to help you get started, our business planning guide is a good place to start. You can also download our free business plan template .

Think of business planning as a process, instead of a document

Think about business planning as something you do often , rather than a document you create once and never look at again. If you take the time to write a plan that really fits your own company, it will be a better, more useful tool to grow your business. It should also make it easier to share your vision and strategy so everyone on your team is on the same page.

Adjust your plan regularly to use it as a business management tool

Keep in mind that businesses that use their plan as a management tool to help run their business grow 30 percent faster than those businesses that don't. For that to be true for your company, you'll think of a part of your business planning process as tracking your actual results against your financial forecast on a regular basis.

If things are going well, your plan will help you think about how you can re-invest in your business. If you find that you're not meeting goals, you might need to adjust your budgets or your sales forecast. Either way, tracking your progress compared to your plan can help you adjust quickly when you identify challenges and opportunities—it's one of the most powerful things you can do to grow your business.

Prepare to pitch your business

If you're planning to pitch your business to investors or seek out any funding, you'll need a pitch deck to accompany your business plan. A pitch deck is designed to inform people about your business. You want your pitch deck to be short and easy to follow, so it's best to keep your presentation under 20 slides.

Your pitch deck and pitch presentation are likely some of the first things that an investor will see to learn more about your company. So, you need to be informative and pique their interest. Luckily we have a round-up of real-world pitch deck examples used by successful startups that you can review and reference as you build your pitch.

For more resources, check out our full Business Pitch Guide .

Ready to get started?

Now that you know how to use an example business plan to help you write a plan for your business, it's time to find the right one.

Use the search bar below to get started and find the right match for your business idea.

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3-5 Year Strategic Business Plan Template and Examples

TABLE OF CONTENTS

Set 3-5 year strategic plan targets, determine 3-5 strategic ideas for revenue growth, determine 3-5 strategic ideas to increase profit, the process to decide your 3-5 year strategic plan.

Set 3-year growth plans to define success before you start

Examples of the types of Targets and Visual KPI dashboards you will want to consider include the following:

Profit (EBITDA)

Revenue/employee.

You can add or subtract from this list to include the Targets that are most meaningful to your business.

The one growth Target that should apply for all businesses is Revenue. We challenge you to set a Revenue Target that will allow you to 2X your business over the next 3-5 years.

If you believe you can grow at a rate of 15% per year, then you will achieve the 2X mark in 5 years.

If you believe you can grow at a rate of 25%, then you will achieve the 2x mark in 3 years..

Be sure to include the year you that believe you will hit those Revenue Targets so that you can hold each other accountable. Strong 3 year strategic plans help you grow revenue and stay competitive and not caught up in the short term day to day management of your company. Download our 3 year strategic growth initiatives template.

Free 3-5 Year Strategic Plan Template  [PDF]

3-5 Year Strategic Plan Template Download our free strategic plan template below

Set the Right Mark: Tips for Creating a Great BHAG

Think of strategic revenue growth initiatives that can double your top line

Strategic growth initiatives and actions enable you to double your revenue (2x) within 3-5 years. These are often the base camps in the client's quest to reach the summit of Everest in order to achieve their BHAG (Big Hairy Audacious Goal). 3-5 Year strategic plans do not come from Eureka moments. They are developed over time and should be reviewed every year at your Annual Planning Session. These 3-year strategic business plans help your company grow and sharpen your competitive advantage. It is this business strategy that sets you apart from the competition. We have an excellent blog on 3 year strategic plan exampl e for you to get your creative juices flowing.

Check out what our expert facilitators can do for you.

Determine strategic profit initiatives to increase productivity

These are the strategic capabilities you’ll need to develop in order to support your growth and reach your 3-5 year Targets. These are usually operational in nature or related to your infrastructure and help you while scaling up.

Some examples of profit include:

Leadership & talent growth

New operating systems, opening more locations or a second office.

These will be extremely specific to your company’s needs, vision statement and BHAG. Strategy validation is an important step.

The Process to Decide and Commit to Your 3-5 Year Strategic Plan

Choose the right strategic growth initiatives with our template to get you started

Brainstorm Your Top Strategic Growth Strategies

Start by brainstorming a comprehensive list of at least 20 potential ways your team can think of to increase revenue. Some ideas to jump-start the revenue brainstorming process are the following:

What's my competition not willing to do?

What do our customers hate but have to put up with, do i have an asset or diamond in my backyard, what's the biggest barrier to entry for my prospects and how can i remove it, what are some big ideas or opportunities we have discussed in the past, but not acted on, vote on the top 5-8 strategic growth strategies.

Have the team consider each idea and vote on the top three they recommend investing time and energy in considering during your strategic planning session. Choose the top 5-8 ideas with the most votes.

How to Evaluate & Rank Your Top 5-8 Ideas

Evaluate and rank each of the top 5-8 ideas based on two scales, Revenue Impact, and Ease.

Revenue Impact - On a scale of 1-10, what is the potential impact this move could have on revenue? A score of 10 would indicate that this move alone could more than double your current revenue.

Easy to do - on a scale of 1-10, how easy would it be to get this done a score of 10 would indicate that it would be very easy to execute because you already have all the expertise and resources necessary, and it's synergistic with your other activities., choose and commit your top 1-3 ideas.

Select the few ideas you want to include in your 3-5 year strategic plan. Decide what to say yes to and what to say no to. Classify each idea:

Strategic ideas for Revenue = part of 3-5 year plan; revenue growth

Strategic ideas for profit = part of 3-5 year plan; infrastructure, scalability, and efficiency,, idea bench = later, other moves are more important, dead = stop, losing move.

These are the steps to identify the 1-3 strategic ideas you want to include in your 3-5 year plan. Now you're ready to begin the process of developing and implementing them.

Download Strategic Plan Template Here

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Make breakthroughs in your strategic planning sessions with expert facilitators.

Your 3-5 Year Growth plans and your Sandbox are related. The key question to answer when determining your Sandbox is “what market will you dominate over the next 3-5 years?” So make sure your Sandbox is large enough to support your 3-5 year Targets but concise enough to give you focus and direction.

If your industry is growing faster than 25% per year, you will need to set a more aggressive revenue target. you never want to grow slower than your industry or you will be losing market share to your competition. if this is the case, you will need to set a target that is more than 2x your current revenue in 3 years., here are more tips to facilitate a strategic planning session to get the most of your investment. if you need an outside perspective and experienced facilitator to run your virtual or on-site planning session, please schedule a time to learn more here., 3-5 year strategic plan to reach your bhag.

Your 3-5 Year Strategic Growth Plan can be viewed as a base camp on the way to the summit of your long term goal. This can be used as a tool to align your company around a common purpose and closes the strategy execution gap. The summit is your BHAG (or Big Hairy Audacious Goal) which is typically measured 10 to 20 years in the future, which can feel like a lifetime in today's business environment. Your goal here is to set your Targets and identify the Strategic Growth Initiatives (Winning Moves) and Scaling Initiatives (Winning Moves for Profit) you’ll need to develop in order to hit those Targets and move in the direction of achieving your BHAG. Typically, you will determine your 3-5 year strategic business plan as part of your Annual Planning session, which will include your goals and objective for the year as well as outlining opportunities and threats facing your company. We also have a great blog post on how to facilitate a strategic planning session to get the return on investment from your planning session. We also have a great virtual strategic planning post that provides great tips on running a virtual planning session.

5 year strategic plan

5 year business plan template, 3 year business plan, bring your strategic plan to life.

Take a look at how our software features help you drive your strategic initiatives.

3-5 Year Strategic Plan Template

Our strategic plan template will help you:.

Fuel your plan for the next 3-5 years

Brainstorm with your team

Pick your top 2-3 ideas

Help align your team for future growth

Thank you for downloading our template

We appreciate you taking time to read the guide. If you have any questions, please don’t hesitate to contact us at [email protected] . Happy Planning!

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Looking for more inspiration?

Check out our blog resource written by strategy execution experts.

General election latest: Diane Abbott releases statement after Keir Starmer says she's 'free' to stand as Labour candidate

Labour leader Sir Keir Starmer issues an update on the future of Diane Abbott after days of pressure and questions.

Friday 31 May 2024 23:00, UK

• General Election 2024

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Election news

• What you need to know from today
• Starmer says Abbott 'free' to stand as Labour candidate
• Lib Dems announce plans for universal free school meals for primary school kids
• Be in the audience for our general election leaders event
• Live reporting by Tim Baker and (earlier)  Ben Bloch

Expert analysis

• Tamara Cohen: This looks like a victory for Abbott
• Beth Rigby: Starmer made an unforced error
• Matthew Thompson: Lib Dems won't mind policy row - as long as we talk about it
• Paul Kelso: How do Labour and Tory energy pledges measure up?  

Election essentials

• Trackers: Who's leading polls? | Is PM keeping promises?
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• Read more: What happens next? | Who is standing down? | Key seats to watch | How to register to vote | What counts as voter ID? | Check if your constituency is changing | Your essential guide to election lingo | Sky's election night plans

We're wrapping up our coverage for tonight.

Be sure to join us in the morning as we keep up to date with the latest in 2024 General Election campaign.

 By Alexandra Rogers , political reporter

The Conservatives have pledged to give £20m to 30 towns across the country - a move the Labour Party has branded a "reckless, unfunded commitment".

Rishi Sunak's party said it would add the towns - many of which are based in the Midlands and the North - to its existing long-term plan for towns, increasing the number that will receive financial support to more than 100. 

The Tories said local people in each area would decide how the money would be spent, through new town boards composed of community leaders, businesspeople, local government and the local MP. 

The prime minister said the "bold action" would "transform" 30 towns, as he claimed Labour's record in government "shows they don't care about towns - neglecting their needs, allowing them to decline and focusing instead on cities."

"Sir Keir Starmer has no plan to unlock opportunities in towns and would take us back to square one," he said.

Some of the towns proposed to be added to the scheme include Tamworth, Preston, Newcastle-under-Lyme, Corby, Halifax, Bognor Regis, Newtown, Flint, Perth and Newry.

Labour critical of funding as leaders embark on tour

Labour argued the funding ringfenced to pay for the investment was the same as that being used to fund recent announcements to create a new tax-free allowance for pensioners and the National Service plan that would compel young adults to take part in either community or military training.

Deputy leader Angela Rayner will promote the party's own "power-up agenda" with a 5,000-mile battle bus tour on Saturday, where she will be joined by Labour leader Sir Keir Starmer and shadow chancellor Rachel Reeves. 

Labour has said its Take Back Control Act will devolve power from Westminster and give communities a new right to request more powers.

Read the full story below...

It's just gone 10pm - here's where we are as another day wraps up.

The main story is - what Labour will hope - is the end of the row over Diane Abbott's potential selection as a candidate.

Sir Keir Starmer confirmed she would be able to compete for her Hackney North and Stoke Newington seat if she so desires.

Elsewhere, Rishi Sunak faced more criticism from former members of his own party.

All the parties have been on the campaign trail as we remain more than a month out from the election.

Let us get you up to speed on everything you may have missed so far today…

• Sir Keir Starmer  announced Diane Abbott is allowed to stand as a Labour candidate if she wants to;
• Ms Abbott says the " narrative does look positive " - but nothing is finalised yet;
• Our political editor Beth Rigby says Sir Keir needs to be more ruthless with his decision-making;
• Faiza Shaheen, one of the shunned Labour candidates, hinted she may run as an independent ;
• A former Labour adviser said the party had " lied through their teeth ";
• Elsewhere, the Labour leader defended his use of a private jet to get from Wales to Scotland;
• Sir Keir also insisted he was " not turning off the taps " on oil and gas as part of his energy plan;
• The Conservatives claimed Sir Keir's response to the Abbott row showed he was a "weak leader" ;
• But a minister denied Rishi Sunak  was pushed around in the same way by Suella Braverman and Lee Anderson;
• The PM  trashed Labour's energy plan , saying "you don't deliver energy security with a logo";
• David Cameron backed the US's proposed ceasefire deal in the Middle East;
• Elsewhere, Julian Knight, a former Conservative politician, said he will stand as an independent;
• He also criticised Mr Sunak as a "disastrous campaigner";
• A Conservative candidate also spoke about having 'excrement' put through their letterbox .
• Elsewhere, the  Liberal Democrats pledged to introduce free school meals for all children;
• Sky correspondent Matthew Thompson says it doesn't matter to the Lib Dems if the sums don't work - they just want people talking about them;
• Business correspondent Paul Kelso looked at the energy policies from the two main parties;
• And Sky News heard why it is "wrong"  for politicians to prioritise older voters while putting teenagers in national service.

Here are a couple of other stories that may interest you:

Our essential political podcast,  Politics At Jack And Sam's , is going out every week day through the election campaign to bring a short burst of everything you need to know about the day ahead as this election unfolds.

Click here to listen to this morning's episode - and tap here to follow Politics At Jack At Sam's wherever you get your podcasts .

Stick with us for all the latest throughout the evening.

Away from Diane Abbott, there have been rows over the Labour candidates for other seats.

One of these was Faiza Shaheen, who was set to run against the Conservative Sir Iain Duncan Smith in Chingford and Woodford Green.

In 2019, Ms Shaheen only just lost out to Sir Iain by fewer than 2,000 votes.

But she was told this week that Labour would not be endorsing her as their candidate.

Ms Shaheen has since accused the party of racism, Islamophobia and bullying.

Speaking at a rally today, Ms Shaheen hinted she could run as an independent in the seat.

She told a crowd: "I don't know what else to say apart from to say I'm going to make some decisions for the team over the next few days, and I may ask you to do something really big for all of us - and we may have to come together and take that fight on together.

"Because I can't do it on my own."

The full list of candidates for Chingford and Woodford Green is:

• Chris Brody, Green Party;
• Josh Hadley, Liberal Democrats;
• Yousaff Khan, Workers Party of Britain;
• Paul Luggeri, Reform UK;
• Shama Tatler, Labour;
• Iain Duncan Smith, Conservative Party.

By Paul Kelso , business correspondent

Launching his plans for Great British Energy, a state-owned clean power company, Sir Keir Starmer promised the new entity would reduce bills, create jobs and deliver increased energy security.

Specifically, Labour's press release for an idea first announced in October 2022 said: "Great British Energy will cut energy bills for good, as families face the threat of £900 annual energy price spikes under Tories."

That claim is based on analysis of fluctuations in the energy price cap set by Ofgem and the prospect of soaring energy prices, triggered by global events - specifically, the Russian invasion of Ukraine - being repeated.

Labour's analysis of the price cap calculates that in the two years since April 2022, consumers have paid around £1,880 - or around £900 a year - more than they would if prices had remained at pre-war levels. The government also spent £94bn on the energy price guarantee, further capping bills at £2,500 per household.

While the £900 figure is correct, and energy bills remain well above the long-term average, the likelihood of further spikes depends on your reading of world events.

Where Labour and the Conservatives agree is that the way to increase energy security and cut bills is to accelerate the transition to renewable and low carbon sources of power. Where they differ is how fast that should happen.

Read Paul's full analysis here: 

What are the rules on voter ID?  How does tactical voting work? In what different ways can you cast your ballot?

The countdown to the election is on - and already the amount of information can seem overwhelming. 

We cut through the noise to bring you what you need to know, from registering to vote, to election day and what happens next.

Read on here...

In the wake of the Joe Biden's proposal on a deal between Israel and Hamas, Foreign Secretary David Cameron has endorsed what was put forward.

Posting on social media, Lord Cameron said: "With a new hostage agreement on the table, Hamas must accept this deal so we can see a stop in the fighting, the hostages released and returned to their families and a flood of humanitarian aid into Gaza.

"As we've long argued a stop in the fighting can be turned into a permanent peace if we are all prepared to take the right steps. Let's seize this moment and bring this conflict to an end."

Ali turns back to our panel to talk about Labour's green energy plan ( read more here ).

Andrew Fisher, who worked for Jeremy Corbyn, says Labour's rhetoric about getting to net zero by 2030 is "massively ambitious" - but GB Energy is "a little bit underpowered".

He notes that Labour scaled back its £28bn green investment plans to about £6bn - but want to hit the same goals.

This is "not credible", Mr Fisher claims.

He also highlights that it is not clear what GB Energy will be - whether it's an energy company or investment vehicle or something else.

Claire Pearsall, a former Conservative adviser, highlights the difficulty in getting new onshore wind farms or solar farms due to planning restrictions.

She adds that Labour needs to be more clear about what will happen with energy bills while they work on GB Energy - and whether they will go up before going down.

Tobias Ellwood, the Conservative candidate and former Defence Committee chair, is speaking to Ali about this evening's news conference from the White House ( read more here ) in which Joe Biden laid out a proposed deal between Hamas and Israel.

He says the announcement from the US president is "very welcome indeed" - highlighting Washington's analysis that Hamas is no longer capable of carrying out an attack like 7 October.

The deal has come together thanks to the work of the US secretary of state, as well as people like Tony Blair and Foreign Secretary Lord David Cameron behind the scenes, Mr Ellwood says.

The Tory candidate says what was revealed today is "the most viable plan I've seen put on the table that has the potential to move forward".

Asked if he believes Benjamin Netanyahu has been sidelined, Mr Ellwood says the Israeli prime minister is "very much involved", but that his future is "a big question".

Ali Fortescue turns to our panel to discuss today's events - notably Diane Abbott being allowed to stand as a Labour MP.

Andrew Fisher, who worked for Jeremy Corbyn when he was Labour leader, launches a stinging attack on the current leadership.

He says Ms Abbott has been treated "horrifically".

Mr Fisher notes how the row has buried the policies Labour was trying to announce in the first week of the election campaign.

He says Labour has "lied through their teeth and been exposed".

Ali notes that Labour would deny the accusation they have lied.

Claire Pearsall, a former Conservative adviser, says the issue has "of course" been good for the Tory party, as it takes the spotlight off the government.

It also backs up Rishi Sunak's attack line of saying Sir Keir cannot make a decision.

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