Use these business planning, finance, sales, marketing and management templates & guides.
Then, get advice from a SCORE mentor for one-on-one assistance along the way. These resources can be your first step towards small business success.
Business Plan Templates
Use the templates below, then meet with a SCORE mentor for expert business planning advice.
Finance Templates
Use the templates below, then meet with a SCORE mentor for expert financial advice.
- Financial Projections Template
- Start-Up Expenses
- Opening Day Balance Sheet
- Balance Sheet (Projected)
- Business Loan Estimator tool
- Bank Loan Request for Small Business
- Online Small Business Loan Worksheet
- Loan Amortization Schedule
- Break-Even Analysis
- 12-Month Cash Flow Statement
- 3-Year Cash Flow Statement
- Financial History & Ratios
- Personal Financial Statement
- 12-Month Profit and Loss Projection
- 3-Year Profit and Loss Projection
Marketing & Sales Templates
Use the templates below, then meet with a SCORE mentor for expert sales advice.
- Sales Forecast (12 Months)
- Marketing Plan Guide
- Quick Start Marketing Plan tool
- Product and Service Description Worksheet
- Target Market Data Worksheet
- Target Market Comparison Worksheet
- Distribution Channel Assessment Worksheet
- Annual Marketing Budget Template
- Marketing Calendar Template
Management Templates
Use the templates below, then meet with a SCORE mentor for expert management and strategy advice.
Have a question about small business planning? Connect with a SCORE mentor online or in your community today!
