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Sample Business Planning Process Template

Use this streamlined worksheet to help facilitate a business plan strategy.

Business Network Members
  1. Greg Sims Music
  2. Five Star Commercial LLC
  3. Visual Fashions
  4. Capitol Machine & Equipment

Business Planning Process

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Business Planning Process Worksheet

Business Vision:
What do you want your company to be?
Where do you want your company to go?

Vision: __________________________________________



Company Goals:
What is your purpose and mission?
How will you achieve your vision?
What is your promise to your customers?

Goals: ___________________________________________



Marketing Strategy:
How will you grow your business?
How will you reach out to your customers?
What are the current opportunities that exist?

Strategey: _______________________________________



Financial Objectives:
What is your financial goal after your first year of operation?
What measurements will you use to determine if your goals are being met?
How will you measure success?

Objectives: ______________________________________



Action Plan:
What actions are you carrying out to achieve your vision?
What is your timeline for carrying out key projects?
How much will each project cost?

Plans: ___________________________________________



Business Network Members
  1. White Tornado Cleaning Inc
  2. Strainer Pros, Inc
  3. MB Construction
  4. Elite Pool Service

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