Navigate
X

Plan

Free Small Business Plan Template

A small business plan is the document you put in front of someone who has to decide something about your business — a bank considering a loan, an investor considering a stake, a landlord considering a lease, or you yourself deciding whether the numbers work before you commit your savings. The free templates below are editable in Microsoft Word and follow the structure lenders and investors expect. Below the downloads you'll find what belongs in each of the nine sections, a filled-in one-page sample, and a plain explanation of the financial pages — which is the part most first plans… Read More

Free Daily Planner Templates

A daily planner gives every task and appointment a place on the page, so the day runs on a plan instead of on memory. The templates below are free and unlike most printable planners, which come as fixed PDFs, fully editable in Microsoft Word: you can change the time slots, rename sections, add or remove a habit tracker, and resize the page for an A5 binder before you print. Below the downloads you'll also find a guide to choosing between hourly, time-blocking, and to-do layouts, plus printing tips for common planner sizes. If you like these planner templates, then you… Read More

Free Personal Development Plan Template

A personal development plan sets out what you want to be able to do, what's currently in the way, and what you're going to do about it. Employers ask for them at appraisal, professional bodies require them for CPD, and universities set them as coursework. The free templates below are editable MS Word files, and beneath them you'll find how to identify a skills gap, a completed example, and the reason most development plans produce no development. What a PDP Is For Three situations, and they change what the plan needs to contain: At work, for yourself. Usually written around… Read More

Free Weekly Planner Templates

A weekly planner shows the whole week on one page, which is what makes it useful: it's the only view where you can still move things. The free templates below are editable MS Word files in vertical, horizontal and time-slot layouts, and beneath them you'll find the twenty-minute routine that makes a weekly planner work rather than just look organised. Why the Week Is the Useful Unit A day is too late. By Tuesday morning, Tuesday is already committed — you can reorder the hours a little, but the shape of the day was set before you woke up. A… Read More

Free Event Planner Templates

An event plan is the internal document that gets an event delivered — the timeline, the budget, the suppliers, and the minute-by-minute running order for the day. Guests never see it, which is exactly why it has to be right. The free templates below are editable MS Word files, and beneath them you'll find a countdown timeline, a worked run sheet, and the checklist of things that get forgotten until the morning of the event. Start With the Purpose and the Number Two decisions shape everything else, and getting them wrong early is expensive to fix late. What is the… Read More

Free Business Case Templates

A business case justifies spending money. It sets out a problem, examines the realistic ways of solving it, costs each one, and recommends the option worth funding — so that whoever controls the budget can make a decision rather than take a request on trust. The free templates below are editable MS Word files, and beneath them you'll find the structure, a worked options appraisal, and the two things that get a business case approved rather than sent back. Business Case, Case Study, or Proposal? Three documents that get confused, and only one of them belongs on this page: A… Read More

Free Action Plan Templates

An action plan turns a goal into work someone is actually going to do. It lists each step, who owns it, when it's due, and how you'll know it's finished — which is the difference between a decision and an outcome. The free templates below are editable MS Word files, and beneath them you'll find a worked example, how to break a goal into steps small enough to schedule, and the technique that reveals an impossible plan before you commit to it. What Makes an Action an Action Four things, and a row missing any of them will still be… Read More

Free Proposal Plan Templates

A business proposal is the document you send a prospective client offering to do work for them — what you'll deliver, how you'll approach it, what it costs, and what happens next. It's a sales document, and it usually competes against two or three others. The free templates below are editable MS Word files, and beneath them you'll find the structure that works, how to present pricing so a client chooses which rather than whether, and the opening most proposals get wrong. Which Proposal Do You Need? Five documents share the word, and they go in different directions: Business proposal… Read More

Free Strategic Business Plan Templates

A strategic plan sets out where an organization intends to be in three to five years and how it will get there — the objectives it will pursue, who owns each one, and how progress will be measured. It's an internal document: written for the board, the leadership team, and the staff who have to deliver it. The free templates below are editable MS Word files, and beneath them you'll find a worked objectives table, how the plan cascades into everyday work, and the reason most strategic plans stop being used within a quarter. Strategic Plan or Business Plan? Two… Read More

Free Risk Management Plan Templates

A risk management plan sets out how an organization or project will deal with things that might go wrong: how risks get identified, how they're scored, who owns them, what happens when one gets worse, and how often the whole thing is reviewed. At its centre sits the risk register — the working list of what could go wrong and what's being done about it. The free templates below are editable MS Word files, and beneath them you'll find a worked register, the scoring method behind it, and the two rules that separate a useful register from a list nobody… Read More