Business Planning

• Business Plan Template for a Startup Business
  A step-by-step template covering executive summary, market analysis, operations, and more.
  Open on SCORE Download .docx
• Business Plan Template for an Established Business
  Tailored for existing businesses to refine strategy and operations.
  Open on SCORE

Financial Projections & Budgeting

• Financial Projections Template
  Forecast startup costs, payroll, sales, cash flow, income statement, balance sheet & break-even.
  Open on SCORE
• 12-Month Profit & Loss Projection
  Track revenue and expenses to forecast profits and losses for the next year.
  Open on SCORE
• Financial Projection Model
  Input sheets for startup costs, salaries, fixed operating costs, and sales to build a full model.
  Open on SCORE

Marketing Planning

• Marketing Plan Template
  Clarify goals, customers, competition, and your USP; plan strategies, tactics, and budget.
  Open on SCORE
• Marketing Calendar Template
  Schedule activities and track performance throughout the year.
  Open on SCORE
• Annual Marketing Budget Template
  Plan and monitor your annual marketing and advertising spend.
  Open on SCORE

Strategy & SWOT

• SWOT Analysis Worksheet
  Identify strengths, weaknesses, opportunities, and threats—then review with a mentor.
  Open on SCORE Download .docx
• 75 Questions to Ask in Your SWOT
  A guided question list to deepen your analysis and planning.
  Open PDF on SCORE
• SWOT Resources (Overview)
  A concise overview and pointers to use SWOT effectively.
  Open on SCORE

Courses & Learning

• Simple Steps for Starting Your Business — Financial Projections
  Self-paced course module with companion templates.
  Open on SCORE
• Templates & Resources Gallery
  One place to browse SCORE’s most-used templates across planning, finance, and more.
  Open on SCORE

How to Use These Resources

1. Open the SCORE link and download the latest file(s).
2. Fill in the templates with your business’s specifics.
3. Bring your draft to us—we’ll review, stress-test assumptions, and tailor the plan.

Attribution

All tools, templates, and guides above are provided by SCORE Association, a nonprofit resource partner of the U.S. Small Business Administration. We link to the official SCORE pages for the most current versions.

Disclaimer

We do not host or modify SCORE’s materials on this website. Copyrights and trademarks belong to their respective owners. Content on SCORE.org may change without notice.