When it comes to creating a new business document, plan, presentation, spreadsheet or just about any work-related project that will end up on a web page, PDF or print document, here is some good news: You don’t have to start from scratch. There are thousands of templates that will help you get started. Fill in the blanks and the templates will help you think through all the elements of a job, add some design flair to a presentation, or provide a foundation on which you can build a story or presentation–even plan your startup. Below are links to three sources of free templates that can get you started on nearly any kind of job. In the future, we’ll be adding even more.


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The SCORE Business Planning & Financial Statements Template Gallery

The following links will take you to the website of SCORE, the non-profit association of business volunteers who assist those who are starting and running a small business.

Business Planning Templates

Business Plan for a Start-up Business
Business Plan for an Established Business

Finance Templates

SCORE Financial Projections Template
Start-Up Expenses
Opening Day Balance Sheet
Balance Sheet (Projected)
Bank Loan Request for Small Business
Loan Amortization Schedule
Break-Even Analysis
12-Month Cash Flow Statement
3-Year Cash Flow Statement
Financial History & Ratios
Personal Financial Statement
12-Month Profit and Loss Projection
3-Year Profit and Loss Projection

Marketing & Sales Templates

Sales Forecast (12 Months)
Marketing Plan Guide
Product and Service Description Worksheet
Target Market Data Worksheet
Target Market Comparison Worksheet
Competitive Data Collection Plan
Competitive Analysis Worksheet
Brand Message Worksheet
Pricing Strategy Worksheet
Distribution Channel Assessment Worksheet
Marketing Expenses Strategy Chart
Annual Marketing Budget Template
Marketing Calendar Template

Management Templates

SWOT Analysis Worksheet
Job Analysis Worksheet
Organization Chart for Chief Operating Officer
Event Planning Checklist

Business Planning Templates

Business Plan for a Start-up Business
Business Plan for an Established Business
3-Year Profit and Loss Projection

Finance Templates

SCORE Financial Projections Template
Start-Up Expenses
Opening Day Balance Sheet
Balance Sheet (Projected)
Bank Loan Request for Small Business
Loan Amortization Schedule
Break-Even Analysis
12-Month Cash Flow Statement
3-Year Cash Flow Statement
Financial History & Ratios
Personal Financial Statement
12-Month Profit and Loss Projection


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