Pro Forma Business Plan Template

This tool offers a framework to think about their business and some labor-saving, pre-built Excel formulas.

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Potential money lenders and investors want solid research and analysis, not long, wordy descriptions.

The business plan template below is broken into sections as described in the table of contents.

Finally, merging data from Excel spreadsheets into your Word document is harder than it looks.

It’s not easy to keep everything completely up-to-date as you make changes to your numbers, and integrating the right charts and graphs into your business plan is harder than it looks.

You’ll also have to know enough about the process to be sure you’re getting the numbers in the right place.

So, if you don’t already know what you’re doing with the numbers, the process of writing your business plan may not be that much easier with a template.This pro forma template is intended to aid cooperative entrepreneurs (and the developers who serve them) in making a preliminary financial assessment of their worker cooperative startup.Many worker cooperative startups are learning business finances for the first time.The simple business plan template presented here will get you started.A standard business plan consists of a single document divided into several sections including a description of the organization, the market research, competitive analysis, sales strategies, capital and labor requirements, and financial data.If you already have a business logo you can add it at the top or bottom of the title page.The executive summary goes near the beginning of the plan but is written last.See How to Write the Executive Summary of the Business Plan to get you started.In this section, you need to demonstrate that you have thoroughly analyzed the target market and that there is enough demand for your product or service to make your business viable.These two financial statements are some of the building blocks needed for a startup loan application.However, every business is different and this tool may need to be adapted and customized for those serious about approaching a lender.


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