Business Plan Templates

Grow Your Business Faster

A single, connected workspace to bring together your business goals, roadmaps, data, and teams together to generate solid business strategies.

  • Multiple business plan templates to get a headstart
  • Real-time collaboration to connect teams across the globe
  • Built-in presentation tools to create dynamic business plan presentations
Business Plan Templates
National Geographic
Make Confident Strategic Decisions

Make Confident Strategic Decisions

Make Confident Strategic Decisions

Professionally created business plan templates and frameworks to get started on planning, strategizing, ideating, and innovating.

Online whiteboard with built-in brainstorming tools like mind maps and post-it notes walls to run structured planning and ideation sessions.

Migrate business intelligence data from external sources to visualize on the canvas as meaningful shapes for easier analysis.

Freehand drawing to assist with visualizing strategies and freehand note taking during meetings and brainstorming sessions with stakeholders.


Better Manage Your Business Plans

Better Manage Your Business Plans

Powerful and versatile table with advanced customizability to record, organize, and categorize your business data to uncover trends.

Built-in tools to create interactive and dynamic presentations, reports, and dashboards on business strategies and plans to onboard stakeholders.

Import images, vectors, screenshots, and more to the canvas to add more context to your business plans.

Embed business documents and resources with in-app previews and centralize all business assets in a single location for easier access.

Embed your business plans securely in any site or intranet, or export them as PDFs, PNGs, JPEGs, or SVGs to share or publish them.

Better Manage Your Business Plans
Collaborate Seamlessly with Your Team

Collaborate Seamlessly with Your Team

Collaborate Seamlessly with Your Team

Video conferencing built into the platform to make you feel like you are in the same room.

Real-time cursors for seamless collaboration with any number of participants, bring your team on board for easy business discussions and decision making.

Comment on anything, with context. Async collaboration with comments and discussions.

Smart notifications feature to stay updated on changes other stakeholders make to your documents.

Full version history to keep track of each iteration of your workspaces. Branch out from an earlier version of your business plan if needed at any time.

Multiple access and role levels to streamline reviewing, editing, and managing your strategic business plans.


Expand Your Business Plans

Expand Your Business Plans

Build custom databases for any type of business data from sales data or customer contact information to website traffic statistics.

Frames for Kanban boards, timelines, grids, and more to visually arrange your data and create a view for your own working style on the canvas.

Generate multiple views of the same business information with model objects; easily convert a Kanban board into a workflow into a roadmap.

Extend your business plans by documenting key details on different elements with custom properties and additional fields.

Connect to your favorite tools with Creately plugins for Slack, Google Workspace, Confluence, and more.

Expand Your Business Plans
Visualize process and user insights with AI templates
Visualize process and user insights with AI templates
Accessing Creately VIZ

    What Is a Business Plan?

    A business plan is a document that explains your business and what it does, your strategy, key future goals, and an action plan which should outline how you plan to make money and what you need to do to achieve your goals.

    How to Make a Business Plan?

    • Start with writing your business overview, which should include who you are, company timeline, industry information, objectives, organizational chart, products & services.
    • Define your target market with customer profiles, and carry out a market analysis to understand your market position. You can use perceptual maps and other marketing strategy tools to do this.
    • Get an understanding of your competitive landscape. Using a SWOT analysis, identify the strengths and weaknesses of your competitors.
    • Add a section featuring your products and services along with general information related to them.
    • Base your marketing strategy on your market and competitor analysis and the research you did on your customers.
    • What are the workflows you’ll implement to achieve your objectives? These should come under your operations plan along with your suppliers, production processes, team and their responsibilities, equipment, facilities etc.
    • The financial plan should include your cash statements, profits and losses, projections of revenue and the funds you will need.
    • Export the diagrams you have created as PDFs or in other image formats for publishing, sharing and printing.