These tools can be your first step towards small business success.
Find business planning, finance, sales, marketing and management templates & guides. Then get advice from a SCORE mentor for one-on-one assistance along the way.
Business Planning 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)
- Bank Loan Request for Small Business
- 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
- Product and Service Description Worksheet
- Target Market Data Worksheet
- Target Market Comparison Worksheet
- Competitive Data Collection Plan
- Competitive Analysis Worksheet
- Brand Message Worksheet
- Pricing Strategy Worksheet
- Distribution Channel Assessment Worksheet
- Marketing Expenses Strategy Chart
- Annual Marketing Budget Template
- Marketing Calendar Template
Management Templates
Use the templates below, then meet with a SCORE mentor for expert management advice.
- SWOT Analysis Worksheet
- Job Analysis Worksheet
- Organization Chart for Chief Operating Officer
- Event Planning Checklist
Have a question about small business planning? Connect with a SCORE mentor online or in your community today!
