Simple Business Plan Template

Simple Business Plan Template

This worksheet helps a brokerage or team step back from daily tasks and describe how the business is meant to work. Use it to name the customer, the offer, the operating choices, and the resources that need attention.

A plan can be one page or much longer. Its value comes from the decisions it makes visible: what the business is trying to accomplish, who it serves, how work reaches those people, and what will be reviewed next.

The downloadable presentation is a starting point for that conversation. Read the prompts, add the assumptions behind each answer, and mark the areas that need further research before sharing the plan with a partner or funder.

Download the editable presentation here:

RELL Simple Business Plan Template

Use the template as a working document. Revisit the assumptions as the business learns, and ask for an outside review when a decision would benefit from another perspective.

Request a complimentary one-hour conversation with a senior advisor who is an experienced operator. Talk through your next move.