7 Best Shared Calendar Apps for Small Business

Published August 4, 2023

Published Aug 4, 2023

Jess Pingrey

REVIEWED BY: Jess Pingrey

Charity May Amancio

WRITTEN BY: Charity May Amancio

This article is part of a larger series on Sales Management .

  • 1 Best Shared Calendar Apps Compared
  • 2 Calendly: Best for Cross-platform Sync
  • 3 Microsoft Outlook: Best for Prioritizing Data Security
  • 4 Zoho Calendar: Best for Native Sales App Integration
  • 5 Doodle: Best for Group Meetings
  • 6 Google Calendar: Best for Collaboration
  • 7 Asana: Best for Task Management
  • 8 TimeTree: Best for Mobile Users
  • 9 How We Evaluated
  • 11 Bottom Line

A shared online calendar makes it easy to set up a meeting, track sales activities, oversee task management, and set appointments with clients. The best shared calendar apps not only let you schedule events, but also offer functionality for collaboration, third-party integrations, and built-in appointment reminders. We’ve rounded up seven of the top calendar-sharing apps based on pricing, user reviews, and essential features, and arrived at the following:

  • Best overall for multiple cross-platform syncs: Calendly
  • Best for teams prioritizing data security: Microsoft Outlook
  • Great free scheduler with native sales app integration: Zoho Calendar
  • Ideal for group meeting scheduling: Doodle
  • Best shareable calendar with robust collaboration tools: Google Calendar
  • Best shared calendar app for task management: Asana
  • Top schedule sharing app for mobile users: TimeTree

Best Shared Calendar Apps Compared

*Based on annual billing; monthly billing is also available for slightly higher rates. **Based on monthly app subscription; annual billing costs $44.99.

Calendly: Best Overall for Cross-platform Synchronization

Calendly logo

  • Intuitive integration with other calendars, customer relationship management (CRM) systems, and productivity tools
  • Ability to add calendar to website for booking and time slot visibility
  • Straightforward interface with no steep learning curve
  • Free plan only lets you share one calendar
  • Access to usage metrics requires higher-tiered plans
  • Routing feature limited to Salesforce integration

When to Use Calendly

  • You need a shareable calendar that syncs with multiple apps: Calendly is renowned for its seamless integration with many productivity tools, such as Zoom, Google Meet, Slack, and Intercom. Easily connect Calendly to external calendars, like Google and Outlook, without the dreaded back-and-forth through its automation capabilities. This prevents double-booking for separate events from different calendars.
  • You want a calendar-sharing app for customer relationship management (CRM) software : Calendly allows you to schedule and sync sales activities with the best CRMs for small businesses . Sales teams leverage CRMs to manage activities like lead generation , contacts data management, and client engagement. You can use Calendly to set meetings with qualified leads through booking pages, customizable event invitations, and confirmation emails, streamlining your conversion tactic.

When to Use an Alternative

  • Alternative: Zoho Calendar allows you to integrate your Google Calendar and Apple iCloud Calendar (iCAL) at no cost.
  • Alternative: Google Calendar has Time Insights that lets you see how much time is spent in meetings and who the user meets the most. You can access this feature even at the lowest-tiered plan for $6.

Download the Calendly app for iOS or Android .

Calendly Monthly Pricing Plans*

  • Professionals
  • $0 per seat

Key Features:

  • One calendar connection (choose one from Google, Outlook, Office 326, and iCal)
  • Unlimited regular and one-time meetings
  • Unlimited meeting polls
  • One event type at a time (e.g., one-on-one, group, collective, and round-robin)
  • Custom booking link and page with branding inclusion but with Calendly logo
  • Integrations to popular video conferencing tools like Zoom, Google Meet, and Webex
  • Slack and Intercom connections
  • Customized calendar invitation and email confirmation
  • Ability to add the calendar to your website
  • Email support 24/7
  • $8 per seat
  • Everything in Basic
  • Six calendar connections
  • Unlimited active event types
  • Meeting notifications and reminders through email
  • Addition of multiple links to the booking page
  • 24/7 live chat support on top of email support
  • $12 per seat
  • Everything in Essentials
  • Short message service (SMS) notification and customized email reminders
  • Workflow automation across event types
  • Insights on meeting activities
  • Routing capabilities where visitors can be directed to scheduling and landing pages
  • Multiple co-hosts for collective events
  • Meeting assignments and permission-based access to groups and events
  • Up to 700 app connections through Zapier, plus integration with Mailchimp
  • Custom booking pages and emails without Calendly branding
  • Direct payment system via Stripe and PayPal
  • Google and Outlook workflow integration
  • $16 per seat
  • Everything in Professionals
  • Integration with small business CRMs HubSpot and Salesforce
  • Qualified leads redirection to sales reps (via Marketo and HubSpot marketing forms) to Salesforce CRM
  • Contact the provider for a quote
  • Everything in Teams
  • Access to Salesforce routing tools
  • Monitor real-time user actions from your team
  • Single sign-on (SSO) account access
  • Secured onboarding and off-boarding implementation
  • Phone support from Monday to Friday, 9 a.m. to 5 p.m. Eastern Time

*Pricing is based on annual billing on a per-user monthly breakdown. Monthly billing is available at a higher cost. Pricing reflects info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here .

Scheduling meetings on Calendly web.

Availability options from Calendly web version (Source: Calendly )

Generating a single-use link in Calendly for appointment booking.

Calendly’s appointment booking link generation (Source: Calendly )

Our Expert Opinion

Calendly is a scheduling champion with its seamless alignment with many sales management tools , including external calendars. Users can take full control of their schedule from a single interface, as it connects and synchronizes with other platforms. While the free plan offers the essential scheduling features, scaling up becomes well worth it as your business grows, considering Calendly’s syncing ability with other sales functionality like lead qualification .

Visit Calendly

Microsoft Outlook: Best for Teams Prioritizing Data Security

The Microsoft Outlook logo.

  • Security controls for calendar data visibility, and safety features against unauthorized access
  • Notification for double bookings and conflicted events
  • Meeting insights with suggestions for files to include, emails, and other valuable information for the upcoming meeting
  • Using the calendar app requires a paid subscription to Microsoft 365; no free plan available
  • Its numerous features can be overwhelming
  • Limited direct cross-platform integration

When to Use Outlook Calendar

  • You want a shared business calendar with advanced security features: Microsoft 365 (MS365) houses Outlook calendar and has a reputation for valuing data privacy and identity protection. Businesses that handle confidential information and deal with clients keen to protect their data will find that this app suits their needs. Aside from information regulation, MS365 employs multi-factor authentication, data loss prevention, data encryption, and identity management—all to ensure the safety of people involved in specific meetings or events.
  • You’re eyeing a shareable calendar that provides data-based suggestions: One impressive feature of this calendar is the Meeting Insights. When you schedule a meeting, you can access suggestions on what information to include, such as announcements, file attachments, other people, etc. It’s highly personalized based on available files and your email exchanges. There’s also the Scheduling Assistant, which checks availability for people you plan to meet with.
  • Alternative: Consider TimeTree if you want a shareable calendar app with no frills. Doodle is another great option if you’re still getting comfortable with cloud-based calendars.
  • Alternative: Asana is a solid pick if you’re looking for a schedule-sharing app that goes side-by-side with basic task management features.

Download Microsoft Outlook for iOS or Android .

Microsoft Outlook Monthly Pricing Plans*

To use Microsoft Outlook email and shared calendar, subscribe to any of Microsoft 365’s plans. All plans provide access to a slew of productivity and collaboration tools valuable to small businesses.

  • Microsoft 365 Business Basic
  • Microsoft 365 Business Standard
  • Microsoft 365 Business Premium
  • $6 per user
  • Collaborative calendar with time scheduling proposal capabilities
  • Multiple calendar view options
  • Attendee classification and suggestions
  • Event conflict notification
  • Security controls limiting attendees from forwarding meeting details
  • Location matches and room reservations
  • Time-to-leave phone reminder
  • Delegate access feature that allows cross-calendar management
  • Access to SharePoint site events directly from the calendar
  • Enforced security against unauthorized access
  • Real-time collaboration on productivity tools like Word, Excel, PowerPoint, OneDrive, and OneNote, with web and mobile app versions
  • $12.50 per user
  • Everything in Business Basic
  • Webinar hosting for up to 300 attendees with registration and email confirmation
  • Attendance analytics
  • Desktop versions of basic apps and access to PC-only tools like Publisher and Access
  • $22 per user
  • Everything in Business Standard
  • Advanced security against multiple cyberthreats like malware and phishing scams
  • Added security for sensitive business information
  • Conditional data access for selected devices and approved apps
  • Remote data removal

*Pricing is based on annual billing on a per-user monthly breakdown. Monthly billing is available for a higher cost. Microsoft 365 offers a 30-day free trial for the paid plans. Pricing reflects pricing info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here .

How Outlook Calendar looks on web.

Schedule layout on Outlook Calendar (Source: Microsoft Support )

How Outlook Calendar looks on a mobile device.

Outlook Calendar’s mobile view (Source: Microsoft Tech Community )

Although calendar visibility is crucial for prospecting and lead management, data privacy still takes precedence—a principle Microsoft Outlook clearly values. We like the extra security features that expand as you move to higher-tiered plans. The new automated prompts and tailored recommendations for meeting schedules also come in handy when preparing for a sales demo or business presentation.

Visit Microsoft Outlook

Zoho Calendar: Best Free Shared Calendar With Native Sales App Integration

The Zoho Calendar logo.

  • Integration with other Zoho workplace and business apps
  • Standard user and privacy management
  • Customizable notifications and availability confirmation
  • Limited appointment booking capabilities
  • Mobile app is not as intuitive as the web version
  • Synchronization issues with external calendars

When to Use Zoho Calendar

  • You want access to other free sales apps: Once you sign up for Zoho Calendar, you can also have access to other free apps in the Zoho ecosystem. For example, you can explore Zoho CRM features, create Zoho Mail for five users, embed Zoho meetings for webinars, and use other tools for your business operation—all without spending a dime.
  • You need additional customization for meeting reminders: When sending a meeting invite through Zoho calendar, you can choose a reminder type between an email, pop-up, or notification. Recipients also have a dedicated button in the calendar called “Yet to Respond” for event invites waiting for attendance confirmation. That way, users can review calendar invites without scrolling through their emails.
  • Alternative: TimeTree is an excellent choice if you want a basic shareable calendar you can sync with your mobile devices.
  • Alternative: Calendly is our best shared calendar app with broad scheduling features for teams and clients alike.

Download the Zoho Calendar app for iOS or Android .

Zoho Calendar Pricing Plan*

  • $0 per user
  • Up to 50 shared calendars
  • Appointment scheduler
  • Availability confirmation with attendees
  • Customizable notifications for RSVP updates and reminders
  • Templates for calendar personalization
  • Website integration for team calendars
  • Privacy controls
  • Cross-calendar sharing with external platforms
  • Integrations with third-party and native Zoho apps
  • Moderator assignments and team calendar monitoring for admins

*While we update pricing information regularly, we encourage our readers to check current pricing here .

Pro tip: While Zoho Calendar offers robust features for setting up meetings with teams, qualified leads, and clients, you can access more online booking and calendar syncing capabilities with Zoho Bookings. Get additional appointment features, sales and marketing support, and dedicated booking pages for free or at a starting cost of $6 per staff, monthly.

Visit Zoho Bookings

Setting up a meeting in Zoho Calendar.

Zoho Calendar’s meeting details (Source: Zoho )

Zoho Calendar on mobile view.

Zoho’s mobile setting for scheduling events (Source: Zoho )

If you’re already using Zoho business tools, don’t look any further if you want a shareable scheduling app. The Zoho calendar offers a sleek, user-friendly interface with integration to functionality from Zoho’s other set of work applications. We like the varying options to notify recipients and meeting attendees and the extra attention to RSVP confirmation.

Visit Zoho Calendar

Doodle: Best Shareable Calendar App for Group Meetings

The Doodle logo.

  • Consensus scheduling using meeting polls
  • Availability sharing through a link
  • User-friendly with a simple interface
  • Bare-bones free plan features
  • Ad removal requires the paid plans
  • Limited functionality

When to Use Doodle

  • You need a shared calendar for large groups: Doodle is a crowd favorite for setting group meetings with its ability to synchronize and confirm available schedules for all attendees. Using the meeting poll, organizers can identify ideal dates and time periods that guarantee maximum attendance.
  • You want an easy-to-use app with straightforward features: Users find the Doodle interface clean yet professional, with clear-cut scheduling functionality. Teams needing a platform to secure time slots for events and meetings can find good value with Doodle.
  • Alternative: Outlook Calendar , through Microsoft 365, has a myriad of productivity tools. Another excellent pick is Google Calendar from Google Workspace.
  • Alternative: Zoho Calendar is another free, user-friendly app that edges out Doodle for its zero ads.

Download the Doodle app for iOS or Android .

Doodle Monthly Pricing Plans*

  • Meeting polls to check attendee availability
  • One booking page that syncs with calendar
  • $6.95 per user
  • Ad-free calendar
  • Unlimited one-on-ones, group polls, email invitations, and booking pages
  • Microsoft Outlook connection
  • Third-party app integration through Zapier
  • Integrates video conferencing tools like Zoom, Google Meet, Webex, and Microsoft Teams
  • Private data security
  • Customization and priority support via email
  • Secure sockets layer (SSL) encryption
  • $8.95 per user
  • Everything in Pro
  • User management and proxy scheduling
  • Multiple co-hosts
  • Chat support
  • Everything in Team
  • Customer support via chat and email in six hours or less
  • Onboarding and user training
  • Service level agreement (SLAs) with 99.5% uptime
  • Security Assertion Markup Language (SAML)-based SSO

How to create a meeting poll in Doodle.

Setting poll for meeting availability (Source: Calendar )

How to connect calendars in Doodle.

Connecting external calendars to Doodle (Source: Doodle )

Doodle’s poll setting ensures the best time for large teams to meet. It’s also valuable for big events such as an online webinar or a business expo. The features are not complicated, and you can access third-party apps via integration and added security layers in the lowest-tiered plan for $6.95 per user, monthly.

Visit Doodle

Google Calendar: Best Calendar Sharing App With Robust Collaboration Tools

The Google Calendar logo.

  • All-in-one collaboration solution with a shared calendar for online and offline events
  • Native video conferencing via Google Meet
  • User management and security controls
  • No free plan in Google Workspace
  • Users report difficulty in connecting external calendars like Outlook
  • Limited task scheduling customization

When to Use Google Calendar

  • You want a shareable calendar for collaboration management: Google Calendar is one of the products you can use when you have a Google Workspace subscription. Aside from scheduling, you can access time insights and group calendars. You can set your status, share files and meeting notes, and check your team’s availability during certain dates and times.
  • You conduct offline and online meetings: Setting online meetings in Google Calendar is a breeze since you can add Google Meet, its native video conferencing tool, and even Zoom in the invitation. Plus, there’s an appointment scheduling option where you can share a booking page with clients and other stakeholders. Google Calendar also has great offline meeting features, such as room booking and a map for locating venues.
  • Alternative: Calendly offers a booking page with your logo in its free plan, making it one of our best free shared calendar apps.
  • Alternative: Consider Asana if you want added features for scheduled tasks, including dependencies, color labels, and subtask assignments.

Download the Google Calendar for iOS or Android .

Google Workspace Monthly Pricing Plans*

  • Business Starter
  • Business Standard
  • Business Plus
  • Event scheduler and room booking
  • Task management
  • Calendar invites via email with update notification
  • Option to merge multiple calendars in a single view
  • Automatic sync with emailed events
  • Analytics report with time breakdown
  • Business email and integration with Google apps
  • Event reminders
  • Third-party app integration
  • 30GB cloud storage per user
  • Built-in video and voice conferencing tool through Google Meet (100 participants)
  • Standard security management and support
  • $12 per user
  • Everything in Business Starter
  • Appointment booking pages
  • Room reservations
  • 2TB cloud storage per user
  • 150 participants in Google Meet
  • $18 per user
  • 5TB cloud storage per user
  • 500 participants in Google Meet
  • Access to Google Vault for user management
  • Advanced security controls
  • Everything in Business Plus
  • 1,000 participants in Google Meet
  • Additional cloud storage upon request
  • App-building tools
  • Data loss prevention
  • Enhanced security and access management

*Pricing is based on annual billing on a per-user monthly breakdown. Monthly billing is available for a higher cost. Google Workspace offers a 14-day free trial for the paid plans. Pricing reflects pricing info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here .

Google Calendar's time insights with breakdown.

Time Insights breakdown of time allocation for meetings (Source: Zapier )

Google Calendars mobile view.

Google Calendar’s mobile view (Source: Workspace Updates )

Google Calendar combines simplicity and functionality through features that set meeting essentials like video conferencing tools, a premade agenda template, room scheduler, map locator, and automated notification on your mobile device or computer. It’s a testament to Google Workspace’s reputation in the productivity and collaboration arena, specifically in streamlining workflows for small businesses.

Visit Google Workspace

Asana: Best Shared Calendar for Task Management

Asana logo

  • Full capacity project management solution with cross-platform calendar sync
  • Custom schedule visualization options
  • Calendar filtering for with custom fields for sorting priorities, status update, and activity metrics
  • Lacks built-in meeting polls, availability management, and appointment booking
  • Interface navigation is not beginner-friendly
  • Higher-tiered plan gets expensive

When to Use Asana

  • You want a shared calendar with due date management and task tracking features: Asana has extensive capacity to manage multiple projects, which means its calendar app accommodates not just meeting schedules but task assignment and status updates as well. Team leaders can delegate tasks and events and specify due dates with good visibility. It’s a solid choice if you’re eyeing a calendar that doubles as a worklist app.
  • You’re looking for a customizable option: Tweak your shared calendar based on customizable features to streamline your activities. For example, you can apply colors depending on the task type, expand the date range, hide the weekends, or add custom fields.
  • Alternative: Calendly and Doodle have appointment schedulers in their free plans that make great alternatives.
  • Alternative: Google Workspace and Microsoft Outlook have a shared calendar app and extensive productivity tools starting at $6 per user, monthly.

Download the Asana app for iOS or Android .

Asana Monthly Pricing Plans*

  • Team calendar for project and task status tracking
  • iCal, Google, and Outlook calendar sync
  • Calendar view options
  • Over 100 third-party app integrations, including time tracking tools
  • Unlimited project and task creation
  • Unlimited file storage (100MB per file), activity logs, and communication
  • $10.99 per user
  • Automated task pipeline through Workflow Builder
  • Addition of timelines, milestones, and forms
  • Custom templates and charts
  • Unlimited dashboards
  • Access and security management
  • $24.99 per user
  • Team bandwidth assessment for workload assignment
  • Approval process
  • Built-in time tracking
  • Goal alignment
  • Additional integrations with popular business applications (e.g., Salesforce CRM, Tableau, PowerBI, and Adobe Creative)

Asana's calendar view of tasks.

Asana’s calendar view for tasks (Source: Asana )

Asana's calendar view on mobile.

Task management feature by status (Source: Asana )

Asana is the best app for shared calendars if you need a centralized platform to view meeting schedules, tasks, team events, etc., all in one space. We like the calendar customization features that let you tailor fields based on preference, its time-tracking capability via third-party integration, and its unlimited file storage capacity.

Visit Asana

TimeTree: Best Simple Shared Calendar for Mobile Users

The TimeTree logo.

  • Easy-to-use shared calendar app for its uncluttered interface
  • Connection with default smartphone calendars
  • Calendar chats for keeping all conversations related to a meeting or event in space
  • Users note that external calendar synchronization is not seamless
  • Free plan contains ads

When to Use TimeTree

  • You prioritize a shared calendar designed for mobile devices: With its ability to synchronize with your phone’s default calendar, whether it’s Android or iOS, TimeTree proves its value as a user-friendly app for mobile calendar organization. It also has a clean interface and extended accessibility to other mobile devices like Apple Watch. You can group events by color and add files, notes, locations, URLs, and tasks.
  • You want a scheduling app with a built-in chat feature: TimeTree has a Chat feature where you can exchange conversations with other team members or attendees, centralizing all reminders, agreements, and announcements. It removes the need to switch to other communication apps and email platforms for related messages.
  • Alternative: For seamless integration to external calendars and other apps, consider Calendly .
  • Alternatives: Asana has features for task creation with due dates assignments. You can also consider Doodle for its proxy scheduling and user management features.

Download the TimeTree app for iOS or Android .

TimeTree Monthly Pricing Plans*

  • Connection with native calendars in mobile devices
  • Event scheduling
  • Calendar categorization by color
  • Event notification through the app
  • $4.49 per account
  • View in hourly format
  • File management
  • Priority setting via reordering function
  • Available support

*Pricing is month-to-month, but annual billing is also available at a lower cost ($44.99). Pricing reflects info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here .

TimeTree's calendar view on web.

TimeTree’s calendar web version (Source: Zoho )

TimeTree's calendar view on mobile and chat feature.

Event categorization by type and TimeTree’s chat feature (Source: TimeTree )

Sales teams on the go find TimeTree easy to use and valuable for keeping track of schedules, contacting leads, and managing meeting-related files on any mobile device. While the free plan covers the basics of scheduling, you can unlock other helpful features like the vertical view and file management for as low as $4.49 per account, monthly.

Visit TimeTree

How We Evaluated the Best Shared Calendar Apps

Small businesses using a shared calendar app find it easier to maximize their time, organize their daily workload, and keep everyone in the loop for important events. With these in mind, we evaluated the business calendar providers based on essential features like schedule management, collaboration tools, automated reminders, and cross-platform sync. We also examined each provider’s pricing structure, customer support, and overall usability.

The tabs below provide insights on how we evaluated the best shared calendar apps:

  • General Features
  • Niche/Advanced Features
  • Help & Support
  • Expert Score

25% of Overall Score

The top considerations for our picks for the best calendar-sharing apps include relevant scheduling capabilities like tools for organizing meetings, sending invitations, and connecting with collaboration tools. We evaluated the native and third-party apps and how seamless the integration process is. The availability of a mobile version is also a crucial part of this criterion.

20% of Overall Score

While most calendar-sharing apps are relatively more affordable than other business tools, their value for money might vary based on functionality. We checked for any free plans and their key features. Then, we evaluated their pricing plans and matched the upgrades with the perceived expanded value.

Advanced features consist of capabilities that enhance user experience and business solutions. For this criterion, we evaluated how well calendar sharing and cross-platform sync go for each provider. We also looked into multiple notification options and availability management.

Customer support comes in the form of help desk service and the availability of a learning hub. We checked each provider’s channel for customer service, be it email, phone, live chat, or a combination of the three. We also considered the available hours and the extensiveness of their knowledge base.

15% of Overall Score

Aside from firsthand experience, we looked into what actual users say about each app from reliable online reviews. We cross-checked the information we got from our own experience to develop a valid and reasonable assessment. Close attention was paid to product usability and user-friendliness.

Frequently Asked Questions

What should i look for in a shared team calendar.

When choosing a shared calendar for your team, go for an app with access control, user management, built-in notification, availability management, and app integration for video conferencing and note-taking. Consider its ease of use and syncing abilities, especially with external calendars.

Can I sync multiple calendars into one?

Yes, you can find scheduling platforms that allow you to view multiple calendars in one interface, such as Calendly and Asana. You can also start using these apps for free.

What is a good free shared calendar app?

Calendly is an excellent free calendar-sharing app ideal for businesses and startups needing a scheduling system for their teams and clients in one space. You can host unlimited meetings and share an appointment booking page with your branding.

Bottom Line

Small businesses and sales teams should have a shared calendar to ensure schedule alignment, such as when implementing sales and marketing strategies and managing all types of meetings. Its easy access, automated notification, and built-in event detail fields centralize relevant information for everyone. While Calendly tops our pick for the best shared calendar apps, you may find other options more suited to your business needs.

About the Author

Charity May Amancio

Find Charity May On LinkedIn

Charity May Amancio

Charity Amancio has worked closely with various small businesses offering B2B products and services in the US, UK, Australia, and Hong Kong. She managed several lead-generation strategies and website building projects. With more than a decade of writing and editing experience, she has produced valuable content that generated traffic exponentially for her clients, ultimately increasing conversion.

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The Best Shared Calendar Apps for Your Business

If you need a calendar app for your business, consider these helpful solutions.

author image

Table of Contents

Business owners constantly seek technology that boosts productivity , improves organization, and gets teams working together . Calendar apps are an excellent tech addition that can enhance communication and get your team on the same page. Though computers and smartphones often have built-in calendars, third-party calendar apps offer enhanced features that facilitate task management, automation, scheduling and more. We’ll share which features to look for in a calendar app and highlight seven excellent calendar app options. 

What features should you look for in a shared calendar app? 

When you’re considering shared business calendar apps, look for the following features: 

  • Ease of use. Shared calendar apps should be user-friendly and intuitive, with minimal navigation and maintenance required. They should also make the collaboration process smooth and straightforward. 
  • Simple scheduling tools. A shared calendar’s primary function is to organize everyone’s schedules, so scheduling should be easy. For example, look for functionality that lets you check co-workers’ availability at a glance. Other helpful tools include customization features, multiple-calendar availability, and time- and location-based reminders.
  • Collaboration and sharing features. Look for the ability to share availability, event invitations and calendars with your team. You’ll also want to collaborate on events, calendars, and documents or projects shared within the app.
  • Automatic syncing. Auto-syncing is an excellent time-saving tool. Ideally, any shared calendar updates will sync with your account and the accounts of anyone else involved. Many calendar apps feature automatic syncing and integration with other apps.
  • Cross-platform availability. Not everyone has the same platform, so cross-platform availability is a huge plus. It eliminates the need for multiple apps across platforms while keeping everyone on the same page regardless of the device they use. 

7 best shared calendar apps

If you need a calendar app to use across your entire company, consider these seven options. All of these apps have helpful features, and business owners across different industries highly recommend them.

Asana is more than a shared calendar app; it also makes it effortless to manage team projects and tasks. The Timeline feature shows all project segments and how they fit together, and tracks changes as you go. Asana also features a mobile app and more than 100 integrations. There is a free plan, as well as paid plans that unlock additional features. 

“Asana isn’t just a calendar. … It’s an enterprise resource planner that includes a shared calendar function, but it also provides other collaboration tools we require,” said David Alexander, a designer, developer and digital marketer at Mazepress. “The pro of this approach includes having task management, communication and reporting tools all within a single interface. … Put simply, it’s one of the tools I couldn’t live without.”


Credit: Asana

Calendly is an automated scheduling platform that works with your calendar to check your availability automatically. It helps to schedule meetings without endless back-and-forth emails. Other features include buffer time between meetings, time zone detection, and compatibility with apps such as Salesforce and GoTo Meeting. [Find out more about these apps by reading our review of Salesforce and our GoTo Connect review .]

“I use Calendly. I like to set up my podcast interviews,” said Michelle Ngome, a fractional diversity marketing consultant. “There is a free and a paid version. The free version allows you to use one category, while [with] the paid version, you can set up multiple categories. Plus, you can customize the URL.” 

Ngome said her favorite feature is that Calendly syncs with Google Calendar, allowing her to schedule personal appointments in Google without updating her Calendly schedule. The app also integrates with Outlook, Office 365 and Apple’s iCloud calendar.


Credit: Calendly

Google Calendar

Google Calendar is an integrated online calendar designed for teams. This calendar integrates seamlessly with other Google products, including Gmail, Drive, Contacts and Meet. You can access this app on computers, tablets and phones. 

“I use the Google Calendar app to book all my appointments with clients,” said Ana Santos, senior design program manager at Talkdesk. “It’s also handy for video meetings because it syncs with Google [Meet] if we assign a video conferencing option to the event.” 

Santos’ favorite feature is Google Calendar’s ability to sync your calendar across all devices and browsers if you’re logged in with your Google account.

Google Calendar

Credit: Google Play Store

Microsoft Outlook

Microsoft Outlook is a well-known personal information manager app that includes email, calendar functions, scheduling, task management and more. If you have a Microsoft Exchange, Office 365 or Outlook account, you can share your calendar with others. You can also create additional calendars for specific projects and share them with co-workers.

Outlook calendar

Credit: Microsoft

Teamup offers shared calendars for groups to simplify organization, scheduling and communication. Businesses can choose from free and paid plans. Teamup also offers a live demo and a three-day trial, so you can see for yourself if this app is a good fit for your team.

This program was built specifically for groups. The calendars are easy to use; they’re organized by color and can easily and securely be shared with other team members through a secure URL. 

“I spent ages looking for a good shared calendar to manage events and holidays for a spread-out team of people,” said Ben Taylor, founder of homeworkingclub.com. “I eventually opted for … Teamup. It gave me the ability to set up lots of different event categories, [it] allowed staff to pull their choice of calendars into their own software using ICS feeds, and [it] even comes with an app for iOS and Android.”


Credit: Teamup Solutions AG

iCloud isn’t just for storage; it also features an easy-to-use calendar that integrates with any Apple device. The iCloud calendar app allows your team to schedule meetings, share information and communicate with ease. You can also toggle your calendar view to “Today” to view your daily tasks and projects at a glance. The functionality is straightforward and very similar to Google’s calendar, making it a popular choice. 

But there’s one downside to this app: Like most Apple products, it loses a lot of functionality on non-Apple devices. Overall, this calendar app is a good choice if your entire team uses Apple products.

calendar for business planning

Source: Apple Inc.

Thunderbird Lightning Calendar

Thunderbird Lightning Calendar is one of the most powerful calendar apps for Linux users, though it also features Windows and Mac capabilities. Thunderbird’s display includes tabs for your email, calendar and tasks, and users can easily navigate between these tabs to communicate and stay organized throughout the day. 

The calendar offers several views, including a summary of everything on your schedule for a single day and a search function with time filters and preset event categories. Lightning Calendar integrates seamlessly with Thunderbird and SeaMonkey email services. 

While it’s not the fanciest shared calendar app on the list, Thunderbird Lightning Calendar is a helpful all-in-one tool to keep you and your team on track.

calendar for business planning

Source: Thunderbird

Benefits of using shared calendar apps

Here are some of the top advantages of using shared calendar apps:

  • Improved meeting organization. Your shared calendar view can show you whether team members have RSVP’d to any business meetings to which you’ve invited them. If not, you can follow up – often directly from the app – to get a final answer. This way, if you’re meeting with clients, you can present a more unified front with a larger group and hold a more productive video conference or in-person meeting.
  • Transparency. Knowing when your team members are available or unavailable can help you hold everyone accountable while respecting boundaries. Task-based calendars can tell your employees what they should work on and when, and remind you how you’ve divided everyone’s work. Employees can make themselves available during their most productive work times so managers can schedule crucial tasks for when they’re most likely to be accomplished.
  • Better work-life balance. Employees can mark themselves as out of the office on the calendar app when they’re not working. This way, you or other employees don’t contact them while they’re trying to maintain their work-life balance.
  • Task management and delegation. If you see that a specific employee’s calendar is full, you’ll know to delegate responsibility to others. If everyone’s calendar is packed and all tasks are assigned, you’ll know you’ve been using your calendar correctly.

Boost workplace collaboration and time management

Shared calendar apps improve collaboration and time management within teams and across your company. Most devices and email accounts come with these calendars, so it’s incredibly easy to start and continue using them. All of the apps we’ve listed above are great options with excellent reviews from business leaders.

Max Freedman and Saige Driver contributed to the reporting and writing in this article. Some source interviews were conducted for a previous version of this article.


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» Calendar Template » Business Calendar » 2021 Business Calendar


Download these best 2021 business calendar templates with the US holidays, and you can use it to plan your actions or commercial events. Customize these templates according to your brand. You can distribute these templates within your organization after adding the events or vacation details. Make sure the copyright and attribution text at the bottom remains intact while customizing the template.

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2021 Business Planning Templates

Compatible with -

2021 Business Employee vacation request

A printable business calendar for 2021 is a one page Word document. The editable template is suitable for employee holiday tracking for the small business environment. This yearly template is available in Word, PDF, and JPG format. Preview Download

Business Inventory sheet

Download and customize this printable 2021 small business inventory record sheet in a landscape layout. This business template is a single-page document and available in Microsoft Word, PDF, and jpg format. Preview Download

2021 Meeting-Minutes Template

An editable one-page business template for the year 2021, used to manage the minutes of the meeting. The horizontal layout of a Microsoft Word document page is essential for every formal discussion. Preview Download

2021 Business Calendar

Download and personalize a business calendar for the year 2021 with US holidays and other details of your brand. The dates of the months are placed horizontally in the business calendar template. Preview Download

2021 yearly project planning calendar

Download this most suitable small business project planning calendar for the year 2021 in a portrait layout. Fill out this printable half-page template with your company logo, address, holidays, and events. Preview Download

2021 business calendar with week number

Personalize and download this 2021 Annual Business Calendar, which is designed in a portrait layout and includes the US holidays. Customize an editable yearly calendar template with our Excel calendar maker or any office application. Preview Download

2021 project planning calendar with week no

Download this editable small business calendar template in Xls / Xlsx 2021 format, and you can use it for project management activities. The full one-page annual calendar features the 12-month holidays. Preview Download

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Free 2021 Business Calendar Template Service

The above is the list of the best free 2021 business calendar templates. You can download and customize these templates with your logo, brand color, or any other stationary design, etc. We provide templates for the most used business functions or events, such as vacation tracking, inventory management, scheduling and project management, and planning resources, etc. Our goal is to provide templates for every small business need. We will continue to add those templates soon. All Business templates available on this page are customizable with our online calendar maker tool or with popular office applications like Microsoft Office, LibreOffice, OpenOffice, or Google Docs. These business templates are also available in Word, Excel, PDF, and jpg format. These 2021 templates can be easily printed from your office printer on popular paper sizes such as A4, Letter, etc. Let us know the templates you want to view on this page using our feedback page.

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How to Create a Business Plan Timeline

business timeline

Below you will learn what a business plan timeline is and where it belongs in your business plan.  

What is a Business Plan Timeline?

A business plan timeline lays out the key milestones you hope to achieve in your business and when you plan to accomplish them.   

The Importance of a Timeline

In running a business, it is very easy to get caught up in day-to-day activities and putting out fires. When you do this, unfortunately, it’s hard to grow your business. Having a timeline that lists your key goals forces you to spend time each day, week, and month to work on key growth initiatives.

Also, if you are seeking funding, investors and lenders need to understand these milestones and your projected dates for accomplishing them. This helps give them confidence that you will successfully execute your plan. 

Also, having a timeline helps you better prioritize your time and hire the right people at the right time.

    Finish Your Business Plan Today!

Where does the timeline go in the business plan.

The timeline belongs primarily in the Operations Plan of your business plan, however, you may include some highlights within the Executive Summary as well. 

Using the established key milestones you have created, you will now assign a timeframe to those milestones to show when you expect to reach each milestone. Remember, use historical data and be realistic in your timeline so that you can meet these goals.  

What Should Be Included in the Timeline?

Your business is currently at point A. Where you want to go is to point B. Now getting from point A to point B requires you to complete milestones.

And the most important ones are what I call “risk-mitigating milestones.” These are the milestones that help eliminate the risk of your company failing.

Some examples of “risk mitigating milestones” may include:

  • Finding a location for your business, store, warehouse, etc.
  • Getting the permits and licenses
  • Building the facility/store
  • Hiring and training staff
  • New products and services introductions
  • Store opening date
  • Key employee hires
  • Revenue milestones (date when sales exceed $X, when sales exceed $Y, etc.)
  • Key partnerships executed
  • Key customer contracts secured
  • Key financial events (future funding rounds, IPO, etc.)

As an entrepreneur or small business owner, it is your job to identify your risk-mitigating milestones and prioritize them so that you can take steps each day toward the larger business goals.  

How to Create & Prioritize Your Milestone List

Create your detailed risk-mitigating milestone list first. The goal should be to list approximately six major milestones in the next year, five milestones in the following year, and so on for up to five years (so include two in year 5). 

You can use this as a “To Do” list and ensure you achieve your goals each day, week, and month, further developing your business strategy.

Next to each milestone, include the expected timeframe, due date, and the budget you will need to attain them. For example, you may want to launch a billboard marketing campaign over a 6-month period (Expected Due Date: 6/30/2022), and the expected cost is $18,000.

After you create your milestone list, you need to prioritize them. Decide on which milestones you should achieve with the initial funding if needed. Ideally, these will get you to the point where you are generating revenues or profits. This is because the ability to generate revenues significantly reduces the risk of your venture; as it proves to lenders and investors that customers want the products and/or services you are offering.

By setting up your milestones, you will figure out what you can accomplish for less money. And the fact is, the less money you need to raise, the easier it generally is to raise it (mainly because the easiest to raise money sources offer lower dollar amounts).  

How to Develop a Timeline For Your Business Plan

You’ve already completed the hard part. 

Now, it’s time to schedule your milestone list and convert it into a timeline format to give you a quick visual reference. Be sure that your timeline includes all the milestones that you’ve deemed a priority.

There are many businesses that prefer to develop Gantt charts, while others may prefer a calendar, Excel sheet, or another preferred format. Choose the format that works best for you.

There are several format options and platforms to choose from if you do a quick search for “ create a timeline online .” However, keep in mind that it’s not how pretty the timeline is, it’s about functionality and the ease of use to track the progress of all the tasks completed. 

Here are a couple of options:

quarterly roadmap timeline for business plan

Source: SlideTeam

This one-page timeline is a downloadable template that is clean and easy to read and follow. While it doesn’t have all the details on this one page, it has enough information to help business leaders understand if the team is on track.

5 year plan

Source: Office Timeline

This is a PowerPoint Presentation add-in that allows you to create a custom Gantt chart with your Microsoft Office account. While the chart above says a 5-year plan, note that they did not include the parts of the milestones beyond Year 1. This may be to reduce clutter and keep focused on the near-future goals. 

gantt chart

Source: GanttPro

This Gantt chart online platform offers another alternative allowing you to assign tasks to others on your team and monitor their progress all in one place. It also tracks the time to complete each task so that you can better schedule in the future for similar projects.

These are only a few of the platforms available online to create an amazing timeline for your business plan. In the beginning, it may be a lot of work to set up, but once you obtain the funding you are seeking, it’ll be well worth the time and effort.

By creating a timeline as early as possible in the business planning process, you can begin to establish realistic goals that can help improve day-to-day decision-making and boost confidence among current and potential stakeholders.

Other Helpful Business Plan Articles & Templates

Business Plan Template

10 Best Planner Apps To Organize Work Better (2022)

Post Author - Jitesh Patil

Looking for the best planner apps to organize your schedule? This article compares the top apps for planning your day, week, month, or more.

But why do you need a planning app?

Juggling priorities, both on the personal and work front, can be tough.

Thankfully, today you have a number of software options to set a schedule and get work done. Plus, these applications are available for a variety of platforms — web, desktop, and mobile. 

How do you find the best scheduling and work management app?

That’s what this article is about. We look at the best apps for planning your work and life. Each app in this article serves specific planning needs. So by the end of this article, you’ll find one that meets your requirements.

Here’s what we’ll cover:

Ready to dive in? Let’s start.

What are the best planner apps in 2022?

1. toggl plan.

Toggl Plan is the overall best planner app for businesses and teams .

With Toggl Plan, you can plan and track your team’s schedule using simple drag-and-drop timelines. But if you prefer Kanban boards to manage your tasks, Toggl Plan has them too.

Toggl Plan's drag and drop timelines make it the best planner app for individual projects and team.

You can also set color-coded milestones on the Project timeline . Optionally, you can share important milestones across other plans. 

You’ll also be able to collaborate with your team by attaching files and checklists and adding comments to your tasks.

Best of all, managers can see their entire team’s plan in one place. This helps them identify scheduling bottlenecks and balance team workloads thus preventing overwork and burnout.

Rebalance your team's workloads with simple drag and drop.

Key features

  • Plan project or work schedules (including time off) using simple drag-and-drop timelines.
  • Get a weekly, monthly, quarterly, or annual overview of the timeline
  • Share a read-only view of Project timelines with external users
  • Visualize your entire team’s schedule in one place to avoid overwork and burnout.
  • Track tasks visually on Kanban task boards.
  • Add color-coded milestones which are optionally visible across timelines.
  • In-app and email notifications when something changes in your schedule.
  • Integrates with Apple, Google, and Outlook calendars.

Online, iOS, and Android

Price plans

  • Forever free plan for solo users
  • Team plan at $9 per user per month: Comes with Team timelines and integration with Toggl Track for time tracking
  • Business plan at $15 per user per month: Comes with SSO, guest users, and data export for reporting

Try Toggl Plan for free .

If you’re looking for a free task planner app with a calendar view , Trello should be number one on your list.

Everything in Trello revolves around its Kanban board. You can drag and drop a task across columns to change its status and trigger automation workflows.

Trello boards make it simple to manage your tasks

You can attach files, labels, and checklists to tasks and collaborate with your teammates using comments. But that’s not all. Trello’s task functionality is easily extended to suit your workflows using add-ons (aka powerups).

One such add-on is the calendar view with which you can visualize your plans and scheduled tasks on a calendar.

Trello's calendar view makes it the best planning app scheduling tasks.

  • Plan and track tasks with simple to-do, in-progress, done, or a custom workflow
  • Visualize task schedules on a calendar view
  • Visualize tasks on timelines and maps (premium feature)
  • Integrates with thousands of other productivity apps
  • Automate task works with if/then logic

Online, Windows, iOS, and Android

Trello price plans

  • Forever free plan with unlimited tasks and up to 10 task boards
  • Standard plan : comes at $5 per user per month with custom task fields and guests on single boards.
  • Premium plan : comes at $10 per user per month with dashboard, timeline, and workspace calendar views
  • Enterprise plan : comes at $17.50 per user per month with multi-board guests, single sign-on, and unlimited workspaces

If you were to build a list of personal daily planner apps , Any.do would be at the top.

Any.do is the best daily planner app across devices

With Any.do, you can visualize your daily plans as a simple to-do list. You’ll see your to-do items segmented by when they are due — today, tomorrow, or someday later.

For each planned task, you can set reminders too.

A planner app isn’t complete without a calendar or a timeline view. Any.do comes with a simple calendar view with which you can filter tasks for a specific date.

In addition to to-do lists, you can also capture notes and file documents.

  • Capture and organize to-do items into lists
  • Set one-time, repeating, or location-based reminders for to-do items
  • Visualize daily plans using the calendar widgets on your phone
  • Add grocery items to automatically add them to relevant category lists
  • Re-schedule tasks for the day or week with a single tap

iOS, and Android

Any.do price plans

  • Forever free plan with unlimited to-do items and lists
  • Premium plan : $5.99 per month with advanced reminders, recurring tasks, and customizable color themes

4. TickTick

TickTick is the most versatile work planning app for capturing tasks .

TickTick is a versatile work planning app with location-based reminders

You can capture tasks using voice commands, by sending emails to TickTick as well as via Apple’s Siri app. While capturing tasks, TickTicks natural language processing automatically schedules tasks and creates reminders for a specific time or location.

  • Capture tasks via email or voice input
  • Organize tasks into lists and folders
  • Prioritize and labels tasks
  • Visualize tasks on a daily, weekly, or monthly calendar
  • Pomodoro timer and white noise for distraction-free work (premium feature)
  • Online, Linux, macOS, Windows, iOS, and Android
  • Extensions for Chrome, Firefox, Gmail, and Outlook

Pricing options

  • Free version : limited calendar functionality
  • Premium version : $27.99 per year with full calendar features, progress tracker, Pomodoro timer, and white noise

Todoist is a work organizer and planning app for teams .

Todoist is a work planning app for individuals and teams

With Todoist, you can capture tasks for your personal and professional commitments. Once added, you can organize tasks into projects and subtasks.

You can also prioritize tasks, add projects as favorites for quick access, and set reminders for critical tasks.

Todoist also allows you to delegate tasks to your team and visualize everyone’s work on a Kanban board.

  • Quickly capture and schedule tasks using natural language processing
  • Organize tasks into projects and subtasks
  • Share files and discuss tasks with your team
  • See your team’s activity by project or team member
  • Visualize the productivity of your team over time

Online, macOS, iOS, Android, and Windows

  • Free forever : for 5 projects with up to 5 collaborators per project
  • Pro plan : $4 per user per month for 300 projects, up to 25 collaborators per project, and reminders
  • Business plan : $6 per user per month for 500 projects, 50 team members per project, and team billing 

Twobird turns your email inbox into a work planning tool .

Twobird turns your email inbox into a work planning tool

It works with Google and Microsoft email apps including Gmail, Google Workspace, and Outlook. 

Twobird smartly categorizes your emails by priority. Plus, it sets reminders for emails that can be tackled later. In addition, you also get smart notifications to avoid distractions.

  • Integrate with Google and Microsoft email
  • Prioritize emails and set reminders automatically
  • Get smart notifications for distraction-free work
  • Unsubscribe from unwanted emails quickly
  • Add notes to email conversations

Windows, Mac, iOS, and Android

Twobird is free to use for now and plans to offer premium plans in the future. 

7. Google Calendar

Google Calendar is one of the best online calendar apps out there. It provides one of the best overviews of your work, meetings, and daily agenda. 

Google Calendar is one of the best online calendar apps

Scheduling remote meetings with Google Calendar is a breeze. It automatically takes care of the participant’s time zones. Plus, with integrations for Zoom or Google Meet, you can hop into the meeting right from the notification.

  • Create events with smart suggestions for titles, people, and places
  • Automatically add events to calendars from flight or hotel booking emails in Gmail
  • Day, week, and month views to visualize your schedule
  • Free for personal use
  • Google Workspace subscription for business at $6 per user per month

8. Things 3

If you’re looking for a daily planner app for iPhone or iPad, look no further.

Things is the best planner app for iOS and iPad

Things 3 is an award-winning daily task planning app built specifically for iOS. It also works on desktop Mac devices.

To-do items in Things are organized into projects and areas. Areas represent each sphere in your life such as work, family, finance, etc.

  • Organize to-do items into projects and areas
  • Plan and visualize your daily and upcoming schedules
  • Set reminders 
  • Repeat tasks automatically on a set schedule
  • Integrates with Apple calendar and shows your events alongside tasks
  • Create to-do items via email

All iOS devices including Mac, iPhone, iPad, and iWatch

  • iPhone and iWatch version : $9.99
  • iPad version : $19.99
  • Mac version : $49.99

9. Day by Day Organizer

Day by Day is one of the popular planning apps for Android devices.

It integrates Google Calendar and Google Tasks in one Android app. That way you get the best of both worlds — a powerful calendar with simple task management.  

DaybyDay Organizer is a planner app for Android

Day by Day keeps your Calendar and Tasks in sync. You can see all your events and tasks in one simple list. Also, you can plan and track tasks for a specific day, week, or month.

  • See events and tasks in one list
  • Keep your Google Calendar and Google Tasks in sync
  • Birthday reminder
  • Capture tasks and events with voice input
  • Agenda planner view
  • Free version with Google Calendar and Tasks synchronization
  • Premium version at $4.99 with recurring tasks, subtasks, and task priorities

10. Habitica

Habitica is one of the best daily routine planner apps that helps you form habits

Habitica is a gamified daily habit tracker app for individuals.

It gamifies your daily routine and encourages you to form habits and become more productive. Every time you perform a routine task on time, you get in-game rewards as well as praise from the community.

Habitica is useful as a student planner app to form study habits. Or as a fitness planner to stay healthy with daily exercise habits.

Best features

  • Track and manage habits, to-do lists, and daily goals
  • Get in-game rewards as you check off your tasks and goals
  • Battle with your online friends using these rewards to earn real-world rewards

Habitica pricing options

  • Free version to track your goals and habits publicly
  • Premium version at $9 per month + $3 per user per month for private group plans

What is the best planner app for your needs?

There are a lot of options when it comes to planning apps. You get apps for personal and professional use as well as individual and team use. 

So how do you choose the best planner for your needs? Think about it from these angles:

  • Does the app meet your/your team’s needs?
  • Does it make you more productive when planning your work?
  • Do you like working with the app?
  • Does it fit your budget?
  • Can it integrate with your existing work management system?

These questions will help you decide on the best planning app for your needs.

Most online tools, including Toggl Plan, have a free trial or a forever free plan. Use this opportunity to try out the planning software, along with your team before you decide on the tool of your choice. 

FAQs about planning apps

A planner app is a work management tool that combines scheduling and task management. It captures, organizes, and schedules work tasks using a timeline or a calendar.

A planner helps you and your team get work done by bringing clarity, accountability, and transparency to work. In addition, planners like Toggl Plan help you avoid scheduling conflicts as well as prevent your team from getting overworked and burned out. In addition, here are nine planner ideas to organize your work

There are many types of planner apps depending on the end-users — personal and professional work planners, paper and digital planners, team project planners, etc. In addition, certain types of planners are designed for specific use cases. For example, financial planners, student planners, health and fitness planners, etc.

First, identify the work you need to get done in a specific period. For example, a month, a week, or a day. Second, schedule tasks and projects using a timeline or a calendar while avoiding scheduling conflicts with other work plans, team members, and time off. And third, ensure that everyone’s workload is reasonable.

Google does not have a daily planner app. However, you can combine Google Calendar and Google Tasks to plan your daily work items. In addition, you also get Google Keep which helps you organize your notes and to-do lists as well as get location-based reminders.

Jitesh Patil

Jitesh is an SEO and content specialist. He manages content projects at Toggl and loves sharing actionable tips to deliver projects profitably.

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How to Create a Marketing Calendar You’ll Actually Use

Ramona Sukhraj

Updated: May 23, 2024

Published: May 21, 2024

No matter what type of business I’ve worked for over the years, my team has always stressed the importance of a marketing calendar — and then never made one.

calendar for business planning

A marketing calendar is essential to keeping a team organized and productive, but creating and maintaining one can be intimidating without the right guidance. So, if you’re reading this hanging your head in shame, don’t worry; this is a safe space. And today, we’re breaking the cycle.

Let’s unpack how to create a marketing calendar you’ll actually use.

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What is a marketing calendar.

A marketing calendar is a schedule of your upcoming marketing activities and important dates. It covers a month, quarter, or even year and documents product launches, social media posts, blog articles, sales, and live events. Social media calendars, content calendars, and event calendars are also examples of types of marketing calendars.

At its core, a marketing calendar is pretty simple. It’s just a schedule of your team’s upcoming marketing activities and important dates. Think of it like a vacation itinerary but with fewer tours and more blog articles — which are way more fun anyway, right?

Some companies may opt for a single marketing calendar, which gives them a high-level overview of everything scheduled in a given month, quarter, or year, while others prefer multiple marketing calendars dedicated to specific activities, like a social media or editorial calendar.

Any complexity with a marketing calendar (like a vacation itinerary) depends on how detailed your team wants to get and how you plan to use it, but more on that shortly.

calendar for business planning

Free Editorial Calendar Template

Start planning your editorial strategy with this free template.

  • Plan your content strategy.
  • Align your channels.
  • Define your brand story.
  • Measure your success.

You're all set!

Click this link to access this resource at any time.

What should a marketing calendar include?

Regardless of the finer nuances of your marketing calendar, there are several “big ticket” milestones you should account for no matter what. These include:

  • Product Launches
  • Webinars/Live Events
  • Industry Conferences
  • Content Publication
  • Experiments/Tests

These milestones can dramatically impact buyer behavior. Noting them on a marketing calendar will help you plan and respond accordingly.

Depending on your team’s needs and workflows, you may also want to include details like the platform or channel, project description, assignees, deadlines, status, and resource links on your marketing calendar — but the type of marketing calendar often dictates this.

Types of Marketing Calendars

  • Campaign Calendar
  • Events Calendar
  • Email Calendar
  • Editorial or Content Calendar
  • Social Media Calendar

In my experience, many teams benefit from activity-specific marketing calendars rather than just one general calendar.

With all of the activities that fall under marketing, activity-specific calendars clear out noise so you can focus on the right information at the right time. Having different types of marketing calendars also gives accountable teams more freedom to customize the calendar as needed.

For example, my marketing career has almost always revolved around an editorial or content calendar. “ Sorry, can’t do lunch. I have to schedule an article for tomorrow, ” was a common sound bite for me.


Spotlight promotion included videos like this on LinkedIn featuring HubSpot Head of Product Andrew Pitre.

The team also created a comprehensive social media kit to help others at HubSpot spread the word.

HubSpot’s marketing calendar for the launch of Spotlight included a variety of marketing plays including an internal social media kit for HubSpot employees.

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7 Best Scheduling Software of 2024

It makes sense that if you have more control over your time and adopt a more intelligent approach to utilizing it, you’ll be in a better position to be more productive and ultimately make more money. Now think beyond yourself and how better time management could impact your entire team or business. One extremely valuable scheduling tool to achieve this is good scheduling software.

The best scheduling software allows you to better manage your own time and keep tabs on coworkers or team members. This makes it easier to coordinate meetings, projects, and deadlines. Choose scheduling software that’s intuitive to use and readily accessible. This article profiles some of the very best.

Table of Contents

  • Best Scheduling Software
  • Things To Consider When Buying
  • How We Chose

Microsoft Outlook  »

Microsoft Outlook

Integrates email management, to-do list management, and solo or group calendars with a group scheduling tool

Included with all Microsoft 365 Personal and Business subscriptions

Windows, Mac, iOS, Android, and cloud-based versions available

Rather limited customization options

Need a subscription to unlock all Outlook features

Most useful to subscribers and users of Microsoft 365

While a free plan that includes a limited version of Microsoft Outlook is available to anyone who has a free Outlook email account, the Premium version comes bundled with all Microsoft 365 subscriptions. It offers contact management, a customizable calendar, scheduling functionality, to-do list management, and email management – all from a single app.

Users can view multiple, color-coded individual or group calendars at the same time and easily access or share calendar and scheduling data between users. With a click or on-screen tap, switch between a day, work week, week, or month calendar view. Outlook is also a great scheduling tool for minimizing time conflicts, tracking deadlines, and automatically generating alerts for upcoming meetings or events.

ZoHo Calendar and ZoHo Bookings  »

ZoHo Calendar and ZoHo Bookings

Can integrate with all ZoHo business applications, including ZoHoCRM

ZoHo Calendar and ZoHo Bookings can be used together or separately

Can manage a personal schedule, manage events, share calendars with team members, and sync events across devices

Can integrate with popular third-party apps, including Google Calendar and Microsoft Outlook Calendar

Free app limited in functionality

Some users report difficulty initially setting up the app but then have little or no problem using it

Works best when used in conjunction with other ZoHo apps

ZoHo Calendar is a stand-alone personal calendar and scheduling app, although it allows for calendars to be shared between coworkers. The app nicely handles resource booking and allows for multiple calendars to be viewed in one place. You can also sync events across multiple platforms.

ZoHo Bookings integrates seamlessly with ZoHo Calendar but allows customers to self-schedule and pay for appointments, using an interface that’s customizable based on your industry. This app helps to reduce no-shows. You can also qualify appointments by adding customizable question fields that someone must fill out when booking an appointment.

Both apps allow you to define your work hours and break times, mark off vacation days, and generate customizable reports.

Google Calendar  »

Google Calendar

Easy access to Google Calendar from any computer or mobile device

Online group and public calendars

Can easily migrate data from Microsoft Outlook, Microsoft Exchange, Apple iCal (Calendar), and data stored in the .ics and .csv industry-standard file formats

Can manage resources at the same time meetings are scheduled

Event and activity dates, like airline reservations, received via email (using a Gmail account) are automatically imported into the Calendar

Few advanced features

Certain views can appear cluttered if managing several calendars at once, especially on a smaller screen

Limited customization options

The personal version of Google Calendar is available on a free plan to everyone and even comes preinstalled on all Android and ChromeOS-based smartphones, tablets, and computers. The cloud-based version of Google Calendar, which is part of Google Workplace, offers a more robust collection of scheduling and time management tools best suited to business professionals, teams, and businesses.

One of the best things about this app is that it integrates seamlessly with Gmail, Google Drive, Contacts, Meet, and many other Google applications and services. It also offers smart scheduling for meetings and the ability for coworkers to share calendar and scheduling information. Reporting is available to individuals or supervisors, so people can see insight into how their time is being spent through graphical reports.

Calendly  »


Schedule/appointment automation platform used by service providers

More than 20 million active users

Can share your schedule availability with others online and allow them to book meetings or appointments with you remotely

Can automatically detect time zones

Limited free plan

Doesn't handle recurring bookings well

Limited live customer service options

Once you set up an account with Calendly, you can determine who can schedule appointments or meetings with you, showcase your available meeting times, and collect specific information about the person scheduling a meeting or appointment with you at the time they book it. This allows you to create an easy booking experience for your customers or clients. You’re also able to pre-define specific appointment types and durations, create group events, and choose notifications in the form of emails or texts.

HubSpot Meetings Scheduler Tool  »

HubSpot Meetings Scheduler Tool

Ideal for small businesses to set up and coordinate group meetings

Allows prospects to automatically and remotely schedule meetings with users online

Offers integrations with Google Workplace, Microsoft 365, and more

Allows users to book meetings by emailing or embedding their calendar into their website

Can trigger personalized emails to be sent to prospects or clients after a meeting is booked

Limited support for users of just the free Meetings Schedule app

Less robust functionality than Calendly and some others

Hubspot’s Meetings Scheduler is a free, stand-alone, cloud-based application that seamlessly integrates with the company’s fee-based CMS, email marketing, and sales lead applications. Additional scheduling tools that allow for more advanced functions used to automate and scale a business’ sales operations are available with a paid subscription to HubSpot’s Sales Hub. However, thanks to integrations with other widely used applications (from other companies), the Meetings Scheduler application can be used with those instead.

Schedulicity  »


Unlimited client appointments

Multiple forms of payment with seamless payment options

Integrated marketing tools, including email templates and an Instagram Book button

Clients can be billed by text, swipe cards, or accept cash/check payments

2.5% flat-rate payment processing fee, plus $0.15 per transaction

Not suitable for larger businesses or non-service-oriented businesses

More emphasis on customer/client appointment booking than on calendar sharing between coworkers

Designed for solo service providers or small service-oriented businesses, Schedulicity is a comprehensive appointment/reservation booking tool combined with payment processing and online marketing tools. You get calendar management, client booking, appointment scheduling, and client rebooking options. You can also showcase scheduling policies, set your own business hours, and block off specific times of the workday.

Marketing tools include appointment reminders for clients via email or text message, email marketing tools, the ability to maintain detailed client notes, and a calendar syncing option. A flat rate option for accepting online or in-person payments is integrated into the application.

Homebase  »


Ideal for small retail businesses

Can manage employee scheduling for one or multiple retail locations

Offers excellent communication tools for employers to communicate and share schedule information with employees

Allows employees to use a smartphone to clock in and out and track work hours

Lets employees request time off or switch shifts with someone else using the mobile app

Must use U.S. dollars and pay extra for payroll feature

Reported problems with employees receiving schedule change notifications sent through Homebase

If you operate a small to medium-sized retail business with one or a few locations, you know the challenges of scheduling employees and managing a team. Homebase is an easy-to-use application that focuses on providing scheduling, time clocks, payroll, and HR-related tools within a single application. With Homebase, it’s easy to build, edit, and share colorful schedules that can help to manage and lower labor costs.

The app can automatically contact employees via email or text message to remind them of upcoming shifts or schedule changes. Homebase also makes it easy for employees to pick up or trade shifts. And for the employer, the app makes managing time off requests easier. Tools are included that help track labor costs and sales together.

The Bottom Line

When choosing the best scheduling software, focus on four key areas. First, the application should adapt to your workflow so employees don't have to change how they do things. Second, determine what you need the software to do, including how you want to manage your scheduling process. Third, determine if you will be using the application yourself or deploying it across your entire team or company. Finally, make sure the selected application is cross-platform compatible and integrates seamlessly with other applications you already use, such as a CRM, other calendar apps, or a payment gateway.

When used correctly, the right scheduling software can bring better organization and discipline to an entire business by increasing efficiency on all levels. Scheduling software forces everyone to stay punctual and respect everyone else’s time within a company.

Things To Consider When Buying Scheduling Software

The best scheduling software allows you to do much more than just keep track of your appointments. It can help you better manage your time, coordinate your schedule with coworkers, and seamlessly share scheduling data with other key applications you’re already using. Here are some important factors to consider when selecting the best scheduling software to meet your needs.

Scalability and User Limits : Pay attention to whether the software can accommodate the required number of users.

“Scalability is a must-have feature for any potential scheduling software," says Justin Soleimani, co-founder of Tumble , a San Diego-based homeware and furniture design and manufacturing company. "One of the best things a new business learns from scheduling software is how to streamline and optimize everyone’s time in the company’s calendar. When that happens, business owners can better allocate resources and start thinking about growth. Finding scheduling software that then scales to match that growth is crucial to avoid the cost of migrating platforms down the road."

Scheduling Flexibility : Ideally, the software should support various appointment types, such as phone calls, virtual meetings, one-on-one meetings, group meetings, and events.

Integration Capabilities : The best scheduling software makes it easy to sync data across a wide range of other software and cloud-based applications, such as other calendar apps, CRM systems, project management applications, and/or payment gateways.

Mobile Accessibility : Because most people are no longer chained to their desks and rely heavily on their mobile devices as a productivity tool, scheduling data should be readily accessible from a smartphone, tablet, or even a smartwatch.

“Scheduling software works best when it's cloud-based and available from multiple locations and on multiple devices so that all relevant stakeholders can stay informed," says Nick Valentino, vice president of market operations at Bellhop , a nationwide moving services company. "Strictly local schedules need to be individually sent out to other people. This creates a lot of work and leaves room for miscommunication and scheduling errors."

Customization Options : Not everyone’s workflow is the same. Choose scheduling software that lets you customize fields to match your organization’s or industry-specific needs.

“Scheduling software is generally very customizable," says Alexis Haselberger , a professional time management and productivity coach. "For instance, I have several different event types set up for consultation calls, coaching sessions, workshops, etc. For each event type, I can select general parameters for how long the appointment will last, how much buffer time is needed between meetings, how many meetings can be scheduled per day, and which days and times these meetings can be scheduled."

Sara Bandurian, operations supervisor at the digital marketing company Online Optimism , especially appreciates the ability to color-code calendars is significant. "This makes it easier to know at a glance whether I’m looking at my personal calendar, the company-wide calendar, or an individual employee's calendar," she says. Bandurian adds that if you have employees in different time zones, it's also important to be able to set your time zone, work hours, and work location.

Automated Reminders and Notifications : The scheduling software you choose should be able to generate automated reminders for you, coworkers, and customers or clients. Reminders or notifications should be able to be sent via email or text message.

Resource Management : In addition to managing time, you may need scheduling software that can manage and allocate resources, such as meeting rooms, required equipment, and support staff.

User Experience and Interface : The user interface should be visually appealing and highly intuitive.

Security and Privacy : Ensure the application provides robust security features to protect sensitive scheduling data and user information. Also, teach people on your team to use data security best practices to help avoid data breaches.

Customer Support and Training : Research the availability of customer support, training resources, and related documentation to assist with software setup, deployment, data migration, and day-to-day usage.

How We Chose the Best Scheduling Software

Our contributor Jason R. Rich performed extensive research to find the best scheduling software. He also conducted in-depth interviews with several business leaders and time management experts to create this review.

Experts he talked to include Alexis Haselberger , a professional time management and productivity coach whose corporate clients include Google, Lyft, and CapitalOne; Justin Soleimani, co-founder of Tumble , a San Diego-based homeware and furniture design and manufacturing company; Nick Valentino, VP of Market Operations at Bellhop , a moving company that operates nationwide; and Sara Bandurian, Operations Supervisor at Online Optimism , a digital marketing company based in New Orleans.

For each scheduling application featured in this roundup, Jason evaluated its key features, including ease of use, integrations, cross-platform compatibility, multiuser features, and pricing. He also considered what set each scheduling application apart from its competition.

Although Jason placed each scheduling application into a specific category based on the type of professional, team, or business that could benefit the most from using it, most of the applications he reviewed can accommodate many different types of users or businesses with diverse scheduling needs.


Jason R. Rich is an internationally recognized consumer technology expert with more than 30 years of experience as a writer, journalist, and photographer. In addition to the U.S. News 360 Reviews website, his articles and in-depth product reviews continue to appear on CBS Essentials, Forbes Vetted, and within AARP The Magazine and AARP Bulletin.

These days, that line is blurred. A basic calendar app is typically used by a single person to manage their own schedule. Scheduling software can serve as a calendar app, but it also syncs data with a separate calendar app and allows your invited coworkers, colleagues, employees, clients, and prospects to schedule or request time on your calendar. This makes it easier to find a mutually agreeable time for a meeting.

Project management software is more robust than scheduling software, allowing you to organize your tasks and projects, either on your own or as part of a group. Like scheduling software, project management tools can be integrated with your calendar.

Whether you’re a business professional, part of a busy team, someone who offers services to clients, or someone who leads a busy lifestyle, chances are you’ll benefit dramatically by using calendar or scheduling software. The right application can help you make better use of your time, become more organized, and prioritize the tasks and responsibilities that are the most important. The trick is to choose scheduling software that best accommodates your needs, not software that forces you to adapt to its functionality and interface.

If you're concerned about the cost of scheduling software, look for a free trial so you don't have to commit right away. Some software has a free plan, but be aware that these are usually quite limited.

This depends on the application you choose. The best scheduling applications allow you to better manage your own time. This type of application can also be used to share or integrate calendars and related data with coworkers, employees, or teammates, which can make scheduling meetings easier.

Retail managers, for example, can use certain scheduling applications for staff scheduling and as an employee time clock. This can help budget for and control labor costs. If you provide a service to customers or clients, the right software allows people to access your schedule online and book their own appointments based on preset criteria.

“Scheduling software allows you to be more productive in two ways," says Haselberger. "First, you can save hours each week by not exchanging emails back and forth about when to meet, or cluttering your calendar with multiple ‘hold’ appointments until folks confirm. Second, you are able to better control your calendar, maintaining larger blocks of time for deep work. You can shift meetings, for example, into times that work better for your brain and chronotype."

About Our Team

Jason Rich


Jeff Kinney

Jeff Kinney

Senior Editor

U.S. News 360 Reviews takes an unbiased approach to our recommendations. When you use our links to buy products, we may earn a commission but that in no way affects our editorial independence.

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18 Must-Have Best Planners for Entrepreneurs (2024)

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Last Updated on October 19, 2023

Looking for the best planners for entrepreneurs to make your 2024 business year the most organized yet? This list is packed full of planners to fit any business owner’s busy lifestyle!

As a busy entrepreneur, you know it’s an absolute must to have proper planning tools. Having the right planner can make or break your productivity, so it’s important to choose the BEST planner that’s most tailored to your needs and lifestyle.

But there are SO many planners out there, so how can you know which one is best for you?! 

Don’t fret, I’ve compiled this list of the best planners for entrepreneurs in 2024 so you can sort through them all in one place! It’s a one-stop-shop over here!

I’m including the best daily planners, weekly planners, business planners for professionals, and productivity/goal setting planners for entrepreneurs! Of all the options, you’re sure to find the planner that’s the perfect fit.

Table of Contents

Top 3 Business Planner Picks

  • 2024 Business Digital Planner Bundle – Best Work/Business Planner
  • Clever Fox PRO Undated Planner – Best Weekly Planner
  • 2024 Daily Simplified Planner – Best Daily Planner

This post is all about the best planners for entrepreneurs

Different types of planners for entrepreneurs.

The best planners for entrepreneurs can come in a few different formats. Are you a pen + paper type of person? Love having everything online in one place? Want something you can print yourself on the cheap? There’s a planner for that!

Whether you need help planning how to start a business or you’re a seasoned pro, you’ve gotta have a format that works for you.

Planner Types by Format

Format and convenience are everything when you think about your day-to-day routine with your planner. Do you hate having to grab your physical planner from another room? If so, digital might be your pick. Do you feel motivated by the feeling of pen and paper? Then you may not want to miss out on a beloved physical planner! 

  • Physical planners – this is your traditional planner in paper format, typically with the pages bound together. These may come with pre-printed, pre-dated pages, or undated pages so that you fill in the dates and content yourself. 
  • Digital planners – If you hate having to carry something around or dislike being unable to access your planner across devices, a digital planner is perfect for you. There are many apps that sync from your phone, to your tablet, to your laptop! This can be as simple as Google Calendar, or you can purchase curated digital planners that are essentially a traditional planner in digital format. 
  • Printable planners – one type of planner you may not have thought about is a printable planner. These types of planners allow more room for your own decoration and are frequently found on Etsy. You can print the pages as many times as you like, too! 

Planner Types by Layout

Many planners may be a mix of more than one of these elements, but sometimes they specialize in one layout in particular. Think about your preferences and needs when it comes to the layout and focus of your planner!

  • Daily planners – Daily planners can be as general as an overview of your daily plans, goals, and priorities, or they can get as specific as planning by the hour! Think about your preferences on those as you browse the daily planners for entrepreneurs in this post. If you’re a time blocker, you’ll want the hourly. But if that’s too intense, stick with a general daily overview!
  • Weekly planners – If you like to take things week by week and plan all your days out in advance, you’ll want to opt for a planner that has a focused weekly format. I find that these are best during years where I anticipate having a lot of appointments. No one likes a dreadful doctor’s appointment creeping up on them day-of!
  • Dedicated business planners – yes, standard daily and weekly planners may do the job, but they don’t include the more business-specific things we need to think about to stay on top of our business. As you get more serious about your business, you’ll certainly appreciate having a wide array of business templates in your planner!
  • Goal setting planners – Many generic planners have some space for jotting down your goals, but they stop there. They pay no attention to all the systems that need to be in place in order to work toward the goal! That’s why finding a planner with a detailed goal-setting focus, where you can create an action plan and stay accountable, just makes sense!

Format and layout can make or break your schedule, so choose wisely when choosing among these best planners for entrepreneurs.

Want a quick, free, one-page daily planner you can print again and again? Make sure you grab my FREE printable productive day planner below! It’s perfect to use in a pinch before you decide on the perfect planner!

calendar for business planning

Want a head start on actually improving your organization and productivity? …and want it free? Sign up for my newsletter below to get the FREE productive day planner sent straight to your inbox!

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Top 18 best 2024 planners for busy entrepreneurs

Don’t forget about these life changing planners for entrepreneurs! Pin ’em to come back later!

small business planners 2024

Best Daily Planners for Entrepreneurs

1. the high performance undated planner.

best planner for entrepreneurs 2023

Starting off this list of the best planners for entrepreneurs, we’ve got a half journal, half planner, full performance agenda!

Start this undated daily planner at any time. You get to work out your day schedule alongside morning + evening mindset journal prompts to keep you focused and aware of what each day brings.

And that’s only the tip of the iceberg. You also get daily goal boxes, weekly habit assessments, monthly project planning, and proprietary whole life balance sheets. Before you know it, you’ll be prioritizing your work/life schedule like a pro!

What’s inside:

  • 2-in-1 planner with daily schedule + morning and evening journal prompts
  • 60 days, undated, so you can start whenever it’s convenient for you
  • Daily pages with morning mindset activities and evening review scorecard
  • Weekly pages that allow you to assess your high performance habits
  • Monthly Pages that help you strategically outline your long-term goals
  • BONUS: you get a free online assessment to track your habits!

RELATED: Gifts for Female Business Owners: 20 Insanely Useful Things She’ll Love

2. Happy Planner Undated Wellness Planner

entrepreneur daily planner

A very creative option, the Happy Planner has so many cute accessories, stickers, and embellishments perfect for the creative entrepreneur!

This planner is here to help you prioritize wellness in your busy entrepreneur life as you organize your year, reflect on your gratitudes, and practice mindfulness. Undated planners like this one are also perfect if you ever fall off track from your planning because you’ll never waste pages. You just fill in the dates as you go.

  • Undated pages
  • Unlabeled dividers with month stickers for your own labeling
  • Space to write down ways you’re moving, nourishing yourself, staying motivated, and setting intentions.
  • Wellness journal sections with reflections, impressions of the day, focuses, grateful moments, and the things you’re loving.

3. Simplified Planner 2024 Daily

custom planners for business

What better way to simplify your life than to use a planner MADE for such a thing?! It’s designed minimally on purpose so that you can cut to the chase and get started planning your day the easy way. Pretty much feels the same as starting your day with a breath of fresh air!

  • Space for schedule, to-do, notes and meals
  • One day per page + shared weekend pages
  • Full month views
  • 4 notes pages in the front
  • Hourly schedule from 6am to 9pm
  • 4 pages of Simplified Prep-Work
  • Monthly Simplicity Tips
  • NEW colorful sticker sheet design
  • Pocket inside the front cover

RELATED: New Month Journal Prompts for Goal Setting

4. Daily Planning Package (+ Clipboard + Pen!)

lifestyle planners

If you’re looking for the full package, this has all of your business planning needs covered! Not only do you get a detailed daily planner notepad, BUT you even get a companion weekly planner.

As if that wasn’t awesome enough… it also comes with a durable clipboard and pen! I don’t think I’ve ever seen a planner come with both a pen AND a clipboard, so this is truly a unique deal.

  • 1-Year Daily Planner – 350 pages (50 tear-off pages x 7 days)
  • 1-Year Weekly Planner – 50 pages (two-week break for rest!)
  • Highly durable clipboard and pen, both made with vegan leather
  • Undated and ready to be filled with your dreams, goals, and daily activities

RELATED: Journaling for Entrepreneurs: 40 Business Savvy Prompts

Best Weekly Planners for Entrepreneurs

5. erin condren weekly lifeplanner.

planners for business moms

Extremely popular, the Erin Condren Weekly Planner is SO well-designed and ultra-customizable. Aims to keep you organized, reduce stress, and achieve your goals. With its many customization options, you can build the perfect planner that fits your style and schedule!

Also, the covers on these are insanely durable and built to last. I used this planner in high school and would 100% recommend it for any stage in your life, even as an adult. This is one of the best basic entrepreneur planners for 2024!

  • Mini months
  • Monthly quotes
  • Monthly notes and productivity pages
  • Dated monthly, weekly spreads
  • Additional notes in the back
  • Contacts page
  • 4 planning sticker sheets
  • 1 double-sided pocket folder
  • 1 perpetual calendar
  • Snap-in ruler

6. Clever Fox PRO Weekly Undated Planner

best planners for business owners

Straightforward, uncluttered, and easy to use is the Clever Fox PRO planner. I’ve had this planner for years and it never fails me! The weekly view includes everything I could ever want with daily priorities, weekly planning, goals, to-do lists, and habit tracking!

  • Short and long term goal planning pages
  • Productivity sections
  • Undated so you don’t waste pages!
  • Vision board pages
  • Quarterly goals and mind map
  • Monthly review sheets
  • 50 dot grid pages in the back for notes

7. Ban.do Weekly Undated Planner

planners for girl bosses

Okay, first things first…what business owner DOESN’T need the reminder on the front of this planner?! I am always having to remind myself that progress is more important than perfection. Anyway…

Ban.do’s planner is perfect for anyone who’s more flexible with their planning needs. They feature weekly note pages, to-do lists, and spaces for reflection. I like that you get the opportunity to think over what went well today and what could be better for tomorrow.

  • Artsy cover design
  • Concealed spiral
  • Sticker page
  • Pocket on the inside front cover
  • 73 perforated weekly pages and 73 list pages
  • Primary layout includes a weekly view on one page and a to-do list on the other

8. Leather 2024 Snap Planner

planners for small business

K, I’ll be honest, you’re going to spend a pretty penny on this planner–but that’s because of the durable full grain leather design (and if you’re on the go a lot, trust me, it’s well worth the money! Nothing worse than torn up planner corners when it’s only halfway through the year.)

This covers all your weekly, monthly, and yearly planning needs. And if you’re a list lover, you will loveee the lists and notes pages for extra checklists, projects, and reminders. This is one classy, high-end planner no doubt!

  • 12 month dated calendar agenda
  • Full grain durable leather
  • 1-Year in Review spread and monthly goals pages for important dates, tasks, and other priorities
  • Monthly calendar view and weekly agenda pages for your appointments, meetings, and to-dos
  • Lists and Notes pages
  • Gold foil stamping on front and back cover; covers made of black cardstock
  • Can be personalized

What planners do CEOs use?

Best planners for business owners and entrepreneurs at work, 9. 2024 digital planner bundle for business owners.

business woman planners

This digital business planner has IT ALL! If you need an entrepreneur planner that covers your life and business from A-Z, you’ll want this. There are literally 1,000,000 digital planners in different variations to choose from (yup, you read that right, 1 MILLION!).

It’s highly customizable with 11 different weekly layouts, 8 different daily layouts, and business templates galore. It also helps promote work-life balance by including sections for wellness, fitness, and nutrition too!

Seriously, whatever your business needs are, whether you’re a small business owner or you’re growing like crazy, this will fit them!

  • Many business templates like target audience, business goals, sales tracker, tax deductions, content analysis, and so much more
  • Productivity, Wellness, Fitness, Nutrition & Finances sections
  • Goals section linked to 8 goals pages
  • Projects section linked to 8 project pages
  • 50,000 stickers in Goodnotes + PNG format
  • 500 cover designs

10. Ultimate Business Planner

business planners

Rather than a daily/weekly/monthly planner, this business planner takes on a slightly different approach. While it does offer daily and weekly planning and to-do lists, it also goes one step further by including sections for business branding, website building, and social media planning. One of the most comprehensive and best planners for entrepreneurs!

  • Over 280 business planner printable pages
  • Business planning pages
  • Order forms and shipment logs
  • Inventory logs
  • Business finance planner
  • Website building
  • Blog planner
  • Email planner
  • Social media planner
  • A year in review

11. Small Business Planner

best planner for starting a business

Unlike the other two business planners and organizers from Etsy, this one is a physical planner! This offers weekly and monthly planning as well as business specifics like branding planning, social media goals, online stats, product idea pages, and more!

  • Year At-A-Glance
  • Quick Contacts for business-related contacts
  • Branding and Demographic visioning
  • Revenue chart for a quick look at your profits and expenses
  • Recurring Payments tracker
  • Social Media goals
  • Online Stats tracking
  • Events listing/stats and Supply List
  • Product Price List
  • Product idea pages

Best Productivity Planners for Entrepreneur Goal Setting

12. full focus planner.

planners for business growth

This planner stands out because not only does it allow you to plan out your week (as any planner does), but it takes things a step further by helping you reflect on your week in terms of what worked and what didn’t. There is a lot of focusing on properly preparing you for the week ahead, instead of just going through the motions!

Another key feature is the “key projects” pages where you can map out all of your projects for the quarter. Very goal-oriented for sure!

  • Designed with a structured achievement program
  • Sections for weekly and quarterly previews
  • Unique daily framework, separating your highest-leverage activities from your list of daily tasks
  • Dedicated goal-setting and project planning sheets

RELATED: 65 Affirmations for Female Entrepreneurs

13. Cultivate What Matters PowerSheets Goal Planner 2024

planners for business development

This results-backed goal planner is organized into 90-day segments–the perfect amount of time to make progress!

This planner prides itself on intention-setting opportunities for choosing the right goals for this season in your life. It also gives you opportunities to revisit and refocus those goals throughout the year.

Before each 90-day window, you can hit the reset button by planning your best routines for the season ahead!

  • Streamlined monthly and weekly planning, designed specifically to help you live more intentionally
  • Dated weekly planning pages – Monday through Sunday
  • Space for your to-do list, top priorities, habit tracking, and a small nudge to tend to what matters most!
  • Segmented into 90-day windows with seasonal routine planning

14. BestSelf Journal Goal Setting Planner

best planner for entrepreneurs 2024

This 13-week goal planner is backed by science and psychology, so you know you’ll see results in your productivity. Perfectly designed to better optimize your day, help you crush those goals, and overall live a more fulfilling life!

The Self Journal boasts overcoming “decision fatigue” and helps you focus on what matters most. It’s all about prioritizing your workload, building good habits, and making every day count! This is easily one of the best planners for entrepreneurs. It sets you up for true success.

  • Enough pages to guide you through 13 weeks of meeting your goals
  • Undated design
  • Comprehensive goal-setting page
  • Space for everyday bullet journaling
  • Space for progress and mindfulness prompts
  • Helps to develop daily goal setting and reflection practices through routine encouragement
  • Gratitude and self-reflection sections
  • Complete guidebook and calendar
  • 13-week habit tracker for creating new healthy routines
  • Provides space to journal and plan next steps to achieve your goals

15. GoGirl Planner PRO Vertical Hourly Planner

best planner for entrepreneurs 2022

If you love time blocking, this is the planner for you! The GoGirl Planner is a weekly planner with time slots (6am – 9pm) to navigate your daily life the productive way. Also features goal planning pages for all your short and long term goals and helps you create a strategy for achieving those goals. The best perk is that it comes with budget planning pages so you can stay on top of your spending with a monthly financial analysis!

  • Weekly planner with vertical time slots + monthly calendar
  • Goal setting pages
  • Habit tracking pages
  • Budget planning sheets
  • Comes with a pen holder and 280+ stickers
  • Dot-grid pages at the back

16. Poketo Quarterly Goal Planner

quarterly business planner

Feeling stuck on identifying goals to set? Well, you’re in luck, because this planner has helpful prompts to get your goal ideas flowing!

This quarterly planner is undated and follows all the way through when it comes to goal setting, as you also get to plan the actions you’ll take each week that keep you on track to meet your goals! You get the perfect little game plan to hold yourself accountable for the quarter.

  • Quarterly 3 month planner
  • Goal setting pages that help you identify potential challenges and plans to celebrate your wins along the way
  • Weekly plan that allows space to match your actions/habits to your goals
  • Hourly daily layout with short journal prompts to reflect on your day

17. The Daily Grace Quarterly Planner

ceo planner template

This quarterly devotional planner promotes spiritual guidance as you navigate your busy life. If you find it tough to manage your business and stay connected to God, this planner will serve as a powerful reminder to prioritize both, if this is your goal!

You’ll get to set quarterly, weekly, and daily goals alongside reflection questions to help you brainstorm those goals and be mindful of your spiritual habits. Includes gospel-centered affirmations to comfort and guide you. 

  • Undated devotional planner
  • Covers one quarter of the year/roughly 13 weeks
  • Monthly spread that gears your attention toward what you wish to accomplish each month
  • Weekly actions section with 5 smaller sections: meditate, journal, pray, plan, organize
  • Start and end-of-quarter evaluations
  • Spiritual disciplines explanation

18. The 12 Week Year Field Guide

ceo strategy planner

This isn’t quite a planner so much as it is a study guide for helping you be efficient and productive. But nonetheless, it is a fantastic business tool you’ll want to have at your fingertips just for the expertise and tips alone!

This is applicable to business growth, career goals, and also just life in general!

Inside, you’ll learn how to…

  • Create your own personal and business visions with step-by-step help
  • Develop a rock solid 12 week plan for yourself
  • Use the many exercises and templates to make your business life a little easier
  • Determine a 12 week commitment system that can be applied to your business and life!

Choosing the Right Planner: What to Look For

Every business owner has different needs. When choosing that perfect planner for you out of this list of planners for entrepreneurs, there’s some key features you’ll want to consider before making a decision. Think about what is visually pleasing, what is practical, and what ticks all your boxes!

Dated vs. Undated

When looking at all the planners for entrepreneurs, do you want a planner that already has all the dates filled in for you? Or do you want to be able to pick up and leave off whenever?

Sometimes life gets chaotic and we miss a week or two in our planner. If that tends to happen to you, you may be better off with an undated planner so you don’t waste pages! But if the structure of a dated planner keeps you accountable, that may be your best bet!

The Sections Included

Maybe you want your planner to offer you more than just a calendar. You might want to track expenses, keep lists, track business ideas, brainstorm projects….the list goes on!

If you want a super comprehensive planner that has it all, it may be worth it to seek out a more specialized planner than your run-of-the-mill weekly or monthly planner.


Some planners allow you to pop in different inserts. This is awesome not only for the customizability, but it’s also far more sustainable, long-lasting, and eco-friendly! Rather than toss out planner after planner each year, you can keep a refillable planner alive forever.

Folders and Pockets

Does the planner feature folders and pockets throughout or in the back? You might not always need these, but they can come in handy for storing business cards, notes, and documents!

Size and Portability

As much as I love a big, large-print planner…sometimes it can get bulky and annoying to carry around.

Especially when it doesn’t fit in my bag! So size and the ability to carry the planner from place to place is definitely something to think about.

If a planner is only going to make your bag that much heavier, it might get old real quick. Think about what will fit in your work bag or backpack and buy accordingly!

Layout Preference

I used to NEED a planner with a vertical, hour-by-hour layout. Now that I use Google Calendar for that function, I like to have my paper planner in horizontal format, where I can just bullet point-list my daily tasks like a to-do list.

Think about what you prefer and what other systems you have in place! If you like to use a digital calendar in conjunction with a paper planner, get a paper planner that offers something your digital calendar doesn’t.

Pro tip: If you’re juggling a ton of tasks, struggling to keep your life organized, AND trying to stay on track with your goals …don’t try to manage your schedule by yourself!

You need to make sure you’re optimizing your time in the best way possible. But what even is “the best way possible”?

Well, you don’t need to waste time figuring that out when the Motion app can literally do it for you.

calendar for business planning

If you’re sick of feeling like there just aren’t enough hours in the day, Motion can fix that by:

  • Automated scheduling that plans your day for you – this app knows exactly how to schedule your daily tasks FOR YOU, in a way that’s most productive for you and your lifestyle.
  • Handling emergencies – Motion rearranges everything automatically so that urgent pop-up tasks don’t screw up your day…or your sanity!
  • Being a game-changer for ADHD – anyone with ADHD knows the agony of identifying what to prioritize. Motion takes the guesswork out of time management, so you know exactly what to do next!

Motion is the game-changer your schedule has been begging for, so why not give it a shot and lighten your load?

Did these planners for entrepreneurs help you identify the best planner for you?

Whether you’re into goal setting, have a crazy chaotic work schedule, or just want a no-frills simple planner…this list has something for every entrepreneur! From artsy to minimalistic and everything in between, these planners for entrepreneurs offer a huge set of tools to organize your year and make it the best one yet.

Hopefully, your preferences have become a little clearer after weighing all the different variations planners can offer! Because we all know how good it feels to open a fresh new planner that has exactly what we want.

Happy planning!

Don’t forget your FREE productive day planner printable!

More Helpful Tools for Entrepreneurs

Gifts for Female Business Owners: 20 Insanely Useful Things She’ll Love

New Month Journal Prompts for Goal Setting

Journaling for Entrepreneurs: 40 Business Savvy Prompts

65 Affirmations for Female Entrepreneurs


planner for entrepreneurs 2023

Founder & Content Strategist

Hey there! I'm Alexa, and I'm a self-care enthusiast and mental health advocate. At Ambitiously Alexa, I'm here to support women like you who are on a mission to achieve allll the things they're passionate about and make time for self care. I make this balance possible through journal prompts, positive affirmations, and self care ideas you'll love! Here's more about me, including my B.A in Psychology...

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How to Write a Business Plan in 9 Steps (+ Template and Examples)

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Every successful business has one thing in common, a good and well-executed business plan. A business plan is more than a document, it is a complete guide that outlines the goals your business wants to achieve, including its financial goals . It helps you analyze results, make strategic decisions, show your business operations and growth.

If you want to start a business or already have one and need to pitch it to investors for funding, writing a good business plan improves your chances of attracting financiers. As a startup, if you want to secure loans from financial institutions, part of the requirements involve submitting your business plan.

Writing a business plan does not have to be a complicated or time-consuming process. In this article, you will learn the step-by-step process for writing a successful business plan.

You will also learn what you need a business plan for, tips and strategies for writing a convincing business plan, business plan examples and templates that will save you tons of time, and the alternatives to the traditional business plan.

Let’s get started.

What Do You Need A Business Plan For?

Businesses create business plans for different purposes such as to secure funds, monitor business growth, measure your marketing strategies, and measure your business success.

1. Secure Funds

One of the primary reasons for writing a business plan is to secure funds, either from financial institutions/agencies or investors.

For you to effectively acquire funds, your business plan must contain the key elements of your business plan . For example, your business plan should include your growth plans, goals you want to achieve, and milestones you have recorded.

A business plan can also attract new business partners that are willing to contribute financially and intellectually. If you are writing a business plan to a bank, your project must show your traction , that is, the proof that you can pay back any loan borrowed.

Also, if you are writing to an investor, your plan must contain evidence that you can effectively utilize the funds you want them to invest in your business. Here, you are using your business plan to persuade a group or an individual that your business is a source of a good investment.

2. Monitor Business Growth

A business plan can help you track cash flows in your business. It steers your business to greater heights. A business plan capable of tracking business growth should contain:

  • The business goals
  • Methods to achieve the goals
  • Time-frame for attaining those goals

A good business plan should guide you through every step in achieving your goals. It can also track the allocation of assets to every aspect of the business. You can tell when you are spending more than you should on a project.

You can compare a business plan to a written GPS. It helps you manage your business and hints at the right time to expand your business.

3. Measure Business Success

A business plan can help you measure your business success rate. Some small-scale businesses are thriving better than more prominent companies because of their track record of success.

Right from the onset of your business operation, set goals and work towards them. Write a plan to guide you through your procedures. Use your plan to measure how much you have achieved and how much is left to attain.

You can also weigh your success by monitoring the position of your brand relative to competitors. On the other hand, a business plan can also show you why you have not achieved a goal. It can tell if you have elapsed the time frame you set to attain a goal.

4. Document Your Marketing Strategies

You can use a business plan to document your marketing plans. Every business should have an effective marketing plan.

Competition mandates every business owner to go the extraordinary mile to remain relevant in the market. Your business plan should contain your marketing strategies that work. You can measure the success rate of your marketing plans.

In your business plan, your marketing strategy must answer the questions:

  • How do you want to reach your target audience?
  • How do you plan to retain your customers?
  • What is/are your pricing plans?
  • What is your budget for marketing?

Business Plan Infographic

How to Write a Business Plan Step-by-Step

1. create your executive summary.

The executive summary is a snapshot of your business or a high-level overview of your business purposes and plans . Although the executive summary is the first section in your business plan, most people write it last. The length of the executive summary is not more than two pages.

Executive Summary of the business plan

Generally, there are nine sections in a business plan, the executive summary should condense essential ideas from the other eight sections.

A good executive summary should do the following:

  • A Snapshot of Growth Potential. Briefly inform the reader about your company and why it will be successful)
  • Contain your Mission Statement which explains what the main objective or focus of your business is.
  • Product Description and Differentiation. Brief description of your products or services and why it is different from other solutions in the market.
  • The Team. Basic information about your company’s leadership team and employees
  • Business Concept. A solid description of what your business does.
  • Target Market. The customers you plan to sell to.
  • Marketing Strategy. Your plans on reaching and selling to your customers
  • Current Financial State. Brief information about what revenue your business currently generates.
  • Projected Financial State. Brief information about what you foresee your business revenue to be in the future.

The executive summary is the make-or-break section of your business plan. If your summary cannot in less than two pages cannot clearly describe how your business will solve a particular problem of your target audience and make a profit, your business plan is set on a faulty foundation.

Avoid using the executive summary to hype your business, instead, focus on helping the reader understand the what and how of your plan.

View the executive summary as an opportunity to introduce your vision for your company. You know your executive summary is powerful when it can answer these key questions:

  • Who is your target audience?
  • What sector or industry are you in?
  • What are your products and services?
  • What is the future of your industry?
  • Is your company scaleable?
  • Who are the owners and leaders of your company? What are their backgrounds and experience levels?
  • What is the motivation for starting your company?
  • What are the next steps?

Writing the executive summary last although it is the most important section of your business plan is an excellent idea. The reason why is because it is a high-level overview of your business plan. It is the section that determines whether potential investors and lenders will read further or not.

The executive summary can be a stand-alone document that covers everything in your business plan. It is not uncommon for investors to request only the executive summary when evaluating your business. If the information in the executive summary impresses them, they will ask for the complete business plan.

If you are writing your business plan for your planning purposes, you do not need to write the executive summary.

2. Add Your Company Overview

The company overview or description is the next section in your business plan after the executive summary. It describes what your business does.

Adding your company overview can be tricky especially when your business is still in the planning stages. Existing businesses can easily summarize their current operations but may encounter difficulties trying to explain what they plan to become.

Your company overview should contain the following:

  • What products and services you will provide
  • Geographical markets and locations your company have a presence
  • What you need to run your business
  • Who your target audience or customers are
  • Who will service your customers
  • Your company’s purpose, mission, and vision
  • Information about your company’s founders
  • Who the founders are
  • Notable achievements of your company so far

When creating a company overview, you have to focus on three basics: identifying your industry, identifying your customer, and explaining the problem you solve.

If you are stuck when creating your company overview, try to answer some of these questions that pertain to you.

  • Who are you targeting? (The answer is not everyone)
  • What pain point does your product or service solve for your customers that they will be willing to spend money on resolving?
  • How does your product or service overcome that pain point?
  • Where is the location of your business?
  • What products, equipment, and services do you need to run your business?
  • How is your company’s product or service different from your competition in the eyes of your customers?
  • How many employees do you need and what skills do you require them to have?

After answering some or all of these questions, you will get more than enough information you need to write your company overview or description section. When writing this section, describe what your company does for your customers.

It describes what your business does

The company description or overview section contains three elements: mission statement, history, and objectives.

  • Mission Statement

The mission statement refers to the reason why your business or company is existing. It goes beyond what you do or sell, it is about the ‘why’. A good mission statement should be emotional and inspirational.

Your mission statement should follow the KISS rule (Keep It Simple, Stupid). For example, Shopify’s mission statement is “Make commerce better for everyone.”

When describing your company’s history, make it simple and avoid the temptation of tying it to a defensive narrative. Write it in the manner you would a profile. Your company’s history should include the following information:

  • Founding Date
  • Major Milestones
  • Location(s)
  • Flagship Products or Services
  • Number of Employees
  • Executive Leadership Roles

When you fill in this information, you use it to write one or two paragraphs about your company’s history.

Business Objectives

Your business objective must be SMART (specific, measurable, achievable, realistic, and time-bound.) Failure to clearly identify your business objectives does not inspire confidence and makes it hard for your team members to work towards a common purpose.

3. Perform Market and Competitive Analyses to Proof a Big Enough Business Opportunity

The third step in writing a business plan is the market and competitive analysis section. Every business, no matter the size, needs to perform comprehensive market and competitive analyses before it enters into a market.

Performing market and competitive analyses are critical for the success of your business. It helps you avoid entering the right market with the wrong product, or vice versa. Anyone reading your business plans, especially financiers and financial institutions will want to see proof that there is a big enough business opportunity you are targeting.

This section is where you describe the market and industry you want to operate in and show the big opportunities in the market that your business can leverage to make a profit. If you noticed any unique trends when doing your research, show them in this section.

Market analysis alone is not enough, you have to add competitive analysis to strengthen this section. There are already businesses in the industry or market, how do you plan to take a share of the market from them?

You have to clearly illustrate the competitive landscape in your business plan. Are there areas your competitors are doing well? Are there areas where they are not doing so well? Show it.

Make it clear in this section why you are moving into the industry and what weaknesses are present there that you plan to explain. How are your competitors going to react to your market entry? How do you plan to get customers? Do you plan on taking your competitors' competitors, tap into other sources for customers, or both?

Illustrate the competitive landscape as well. What are your competitors doing well and not so well?

Answering these questions and thoughts will aid your market and competitive analysis of the opportunities in your space. Depending on how sophisticated your industry is, or the expectations of your financiers, you may need to carry out a more comprehensive market and competitive analysis to prove that big business opportunity.

Instead of looking at the market and competitive analyses as one entity, separating them will make the research even more comprehensive.

Market Analysis

Market analysis, boarding speaking, refers to research a business carried out on its industry, market, and competitors. It helps businesses gain a good understanding of their target market and the outlook of their industry. Before starting a company, it is vital to carry out market research to find out if the market is viable.

Market Analysis for Online Business

The market analysis section is a key part of the business plan. It is the section where you identify who your best clients or customers are. You cannot omit this section, without it your business plan is incomplete.

A good market analysis will tell your readers how you fit into the existing market and what makes you stand out. This section requires in-depth research, it will probably be the most time-consuming part of the business plan to write.

  • Market Research

To create a compelling market analysis that will win over investors and financial institutions, you have to carry out thorough market research . Your market research should be targeted at your primary target market for your products or services. Here is what you want to find out about your target market.

  • Your target market’s needs or pain points
  • The existing solutions for their pain points
  • Geographic Location
  • Demographics

The purpose of carrying out a marketing analysis is to get all the information you need to show that you have a solid and thorough understanding of your target audience.

Only after you have fully understood the people you plan to sell your products or services to, can you evaluate correctly if your target market will be interested in your products or services.

You can easily convince interested parties to invest in your business if you can show them you thoroughly understand the market and show them that there is a market for your products or services.

How to Quantify Your Target Market

One of the goals of your marketing research is to understand who your ideal customers are and their purchasing power. To quantify your target market, you have to determine the following:

  • Your Potential Customers: They are the people you plan to target. For example, if you sell accounting software for small businesses , then anyone who runs an enterprise or large business is unlikely to be your customers. Also, individuals who do not have a business will most likely not be interested in your product.
  • Total Households: If you are selling household products such as heating and air conditioning systems, determining the number of total households is more important than finding out the total population in the area you want to sell to. The logic is simple, people buy the product but it is the household that uses it.
  • Median Income: You need to know the median income of your target market. If you target a market that cannot afford to buy your products and services, your business will not last long.
  • Income by Demographics: If your potential customers belong to a certain age group or gender, determining income levels by demographics is necessary. For example, if you sell men's clothes, your target audience is men.

What Does a Good Market Analysis Entail?

Your business does not exist on its own, it can only flourish within an industry and alongside competitors. Market analysis takes into consideration your industry, target market, and competitors. Understanding these three entities will drastically improve your company’s chances of success.

Market Analysis Steps

You can view your market analysis as an examination of the market you want to break into and an education on the emerging trends and themes in that market. Good market analyses include the following:

  • Industry Description. You find out about the history of your industry, the current and future market size, and who the largest players/companies are in your industry.
  • Overview of Target Market. You research your target market and its characteristics. Who are you targeting? Note, it cannot be everyone, it has to be a specific group. You also have to find out all information possible about your customers that can help you understand how and why they make buying decisions.
  • Size of Target Market: You need to know the size of your target market, how frequently they buy, and the expected quantity they buy so you do not risk overproducing and having lots of bad inventory. Researching the size of your target market will help you determine if it is big enough for sustained business or not.
  • Growth Potential: Before picking a target market, you want to be sure there are lots of potential for future growth. You want to avoid going for an industry that is declining slowly or rapidly with almost zero growth potential.
  • Market Share Potential: Does your business stand a good chance of taking a good share of the market?
  • Market Pricing and Promotional Strategies: Your market analysis should give you an idea of the price point you can expect to charge for your products and services. Researching your target market will also give you ideas of pricing strategies you can implement to break into the market or to enjoy maximum profits.
  • Potential Barriers to Entry: One of the biggest benefits of conducting market analysis is that it shows you every potential barrier to entry your business will likely encounter. It is a good idea to discuss potential barriers to entry such as changing technology. It informs readers of your business plan that you understand the market.
  • Research on Competitors: You need to know the strengths and weaknesses of your competitors and how you can exploit them for the benefit of your business. Find patterns and trends among your competitors that make them successful, discover what works and what doesn’t, and see what you can do better.

The market analysis section is not just for talking about your target market, industry, and competitors. You also have to explain how your company can fill the hole you have identified in the market.

Here are some questions you can answer that can help you position your product or service in a positive light to your readers.

  • Is your product or service of superior quality?
  • What additional features do you offer that your competitors do not offer?
  • Are you targeting a ‘new’ market?

Basically, your market analysis should include an analysis of what already exists in the market and an explanation of how your company fits into the market.

Competitive Analysis

In the competitive analysis section, y ou have to understand who your direct and indirect competitions are, and how successful they are in the marketplace. It is the section where you assess the strengths and weaknesses of your competitors, the advantage(s) they possess in the market and show the unique features or qualities that make you different from your competitors.

Four Steps to Create a Competitive Marketing Analysis

Many businesses do market analysis and competitive analysis together. However, to fully understand what the competitive analysis entails, it is essential to separate it from the market analysis.

Competitive analysis for your business can also include analysis on how to overcome barriers to entry in your target market.

The primary goal of conducting a competitive analysis is to distinguish your business from your competitors. A strong competitive analysis is essential if you want to convince potential funding sources to invest in your business. You have to show potential investors and lenders that your business has what it takes to compete in the marketplace successfully.

Competitive analysis will s how you what the strengths of your competition are and what they are doing to maintain that advantage.

When doing your competitive research, you first have to identify your competitor and then get all the information you can about them. The idea of spending time to identify your competitor and learn everything about them may seem daunting but it is well worth it.

Find answers to the following questions after you have identified who your competitors are.

  • What are your successful competitors doing?
  • Why is what they are doing working?
  • Can your business do it better?
  • What are the weaknesses of your successful competitors?
  • What are they not doing well?
  • Can your business turn its weaknesses into strengths?
  • How good is your competitors’ customer service?
  • Where do your competitors invest in advertising?
  • What sales and pricing strategies are they using?
  • What marketing strategies are they using?
  • What kind of press coverage do they get?
  • What are their customers saying about your competitors (both the positive and negative)?

If your competitors have a website, it is a good idea to visit their websites for more competitors’ research. Check their “About Us” page for more information.

How to Perform Competitive Analysis

If you are presenting your business plan to investors, you need to clearly distinguish yourself from your competitors. Investors can easily tell when you have not properly researched your competitors.

Take time to think about what unique qualities or features set you apart from your competitors. If you do not have any direct competition offering your product to the market, it does not mean you leave out the competitor analysis section blank. Instead research on other companies that are providing a similar product, or whose product is solving the problem your product solves.

The next step is to create a table listing the top competitors you want to include in your business plan. Ensure you list your business as the last and on the right. What you just created is known as the competitor analysis table.

Direct vs Indirect Competition

You cannot know if your product or service will be a fit for your target market if you have not understood your business and the competitive landscape.

There is no market you want to target where you will not encounter competition, even if your product is innovative. Including competitive analysis in your business plan is essential.

If you are entering an established market, you need to explain how you plan to differentiate your products from the available options in the market. Also, include a list of few companies that you view as your direct competitors The competition you face in an established market is your direct competition.

In situations where you are entering a market with no direct competition, it does not mean there is no competition there. Consider your indirect competition that offers substitutes for the products or services you offer.

For example, if you sell an innovative SaaS product, let us say a project management software , a company offering time management software is your indirect competition.

There is an easy way to find out who your indirect competitors are in the absence of no direct competitors. You simply have to research how your potential customers are solving the problems that your product or service seeks to solve. That is your direct competition.

Factors that Differentiate Your Business from the Competition

There are three main factors that any business can use to differentiate itself from its competition. They are cost leadership, product differentiation, and market segmentation.

1. Cost Leadership

A strategy you can impose to maximize your profits and gain an edge over your competitors. It involves offering lower prices than what the majority of your competitors are offering.

A common practice among businesses looking to enter into a market where there are dominant players is to use free trials or pricing to attract as many customers as possible to their offer.

2. Product Differentiation

Your product or service should have a unique selling proposition (USP) that your competitors do not have or do not stress in their marketing.

Part of the marketing strategy should involve making your products unique and different from your competitors. It does not have to be different from your competitors, it can be the addition to a feature or benefit that your competitors do not currently have.

3. Market Segmentation

As a new business seeking to break into an industry, you will gain more success from focusing on a specific niche or target market, and not the whole industry.

If your competitors are focused on a general need or target market, you can differentiate yourself from them by having a small and hyper-targeted audience. For example, if your competitors are selling men’s clothes in their online stores , you can sell hoodies for men.

4. Define Your Business and Management Structure

The next step in your business plan is your business and management structure. It is the section where you describe the legal structure of your business and the team running it.

Your business is only as good as the management team that runs it, while the management team can only strive when there is a proper business and management structure in place.

If your company is a sole proprietor or a limited liability company (LLC), a general or limited partnership, or a C or an S corporation, state it clearly in this section.

Use an organizational chart to show the management structure in your business. Clearly show who is in charge of what area in your company. It is where you show how each key manager or team leader’s unique experience can contribute immensely to the success of your company. You can also opt to add the resumes and CVs of the key players in your company.

The business and management structure section should show who the owner is, and other owners of the businesses (if the business has other owners). For businesses or companies with multiple owners, include the percent ownership of the various owners and clearly show the extent of each others’ involvement in the company.

Investors want to know who is behind the company and the team running it to determine if it has the right management to achieve its set goals.

Management Team

The management team section is where you show that you have the right team in place to successfully execute the business operations and ideas. Take time to create the management structure for your business. Think about all the important roles and responsibilities that you need managers for to grow your business.

Include brief bios of each key team member and ensure you highlight only the relevant information that is needed. If your team members have background industry experience or have held top positions for other companies and achieved success while filling that role, highlight it in this section.

Create Management Team For Business Plan

A common mistake that many startups make is assigning C-level titles such as (CMO and CEO) to everyone on their team. It is unrealistic for a small business to have those titles. While it may look good on paper for the ego of your team members, it can prevent investors from investing in your business.

Instead of building an unrealistic management structure that does not fit your business reality, it is best to allow business titles to grow as the business grows. Starting everyone at the top leaves no room for future change or growth, which is bad for productivity.

Your management team does not have to be complete before you start writing your business plan. You can have a complete business plan even when there are managerial positions that are empty and need filling.

If you have management gaps in your team, simply show the gaps and indicate you are searching for the right candidates for the role(s). Investors do not expect you to have a full management team when you are just starting your business.

Key Questions to Answer When Structuring Your Management Team

  • Who are the key leaders?
  • What experiences, skills, and educational backgrounds do you expect your key leaders to have?
  • Do your key leaders have industry experience?
  • What positions will they fill and what duties will they perform in those positions?
  • What level of authority do the key leaders have and what are their responsibilities?
  • What is the salary for the various management positions that will attract the ideal candidates?

Additional Tips for Writing the Management Structure Section

1. Avoid Adding ‘Ghost’ Names to Your Management Team

There is always that temptation to include a ‘ghost’ name to your management team to attract and influence investors to invest in your business. Although the presence of these celebrity management team members may attract the attention of investors, it can cause your business to lose any credibility if you get found out.

Seasoned investors will investigate further the members of your management team before committing fully to your business If they find out that the celebrity name used does not play any actual role in your business, they will not invest and may write you off as dishonest.

2. Focus on Credentials But Pay Extra Attention to the Roles

Investors want to know the experience that your key team members have to determine if they can successfully reach the company’s growth and financial goals.

While it is an excellent boost for your key management team to have the right credentials, you also want to pay extra attention to the roles they will play in your company.

Organizational Chart

Organizational chart Infographic

Adding an organizational chart in this section of your business plan is not necessary, you can do it in your business plan’s appendix.

If you are exploring funding options, it is not uncommon to get asked for your organizational chart. The function of an organizational chart goes beyond raising money, you can also use it as a useful planning tool for your business.

An organizational chart can help you identify how best to structure your management team for maximum productivity and point you towards key roles you need to fill in the future.

You can use the organizational chart to show your company’s internal management structure such as the roles and responsibilities of your management team, and relationships that exist between them.

5. Describe Your Product and Service Offering

In your business plan, you have to describe what you sell or the service you plan to offer. It is the next step after defining your business and management structure. The products and services section is where you sell the benefits of your business.

Here you have to explain how your product or service will benefit your customers and describe your product lifecycle. It is also the section where you write down your plans for intellectual property like patent filings and copyrighting.

The research and development that you are undertaking for your product or service need to be explained in detail in this section. However, do not get too technical, sell the general idea and its benefits.

If you have any diagrams or intricate designs of your product or service, do not include them in the products and services section. Instead, leave them for the addendum page. Also, if you are leaving out diagrams or designs for the addendum, ensure you add this phrase “For more detail, visit the addendum Page #.”

Your product and service section in your business plan should include the following:

  • A detailed explanation that clearly shows how your product or service works.
  • The pricing model for your product or service.
  • Your business’ sales and distribution strategy.
  • The ideal customers that want your product or service.
  • The benefits of your products and services.
  • Reason(s) why your product or service is a better alternative to what your competitors are currently offering in the market.
  • Plans for filling the orders you receive
  • If you have current or pending patents, copyrights, and trademarks for your product or service, you can also discuss them in this section.

What to Focus On When Describing the Benefits, Lifecycle, and Production Process of Your Products or Services

In the products and services section, you have to distill the benefits, lifecycle, and production process of your products and services.

When describing the benefits of your products or services, here are some key factors to focus on.

  • Unique features
  • Translating the unique features into benefits
  • The emotional, psychological, and practical payoffs to attract customers
  • Intellectual property rights or any patents

When describing the product life cycle of your products or services, here are some key factors to focus on.

  • Upsells, cross-sells, and down-sells
  • Time between purchases
  • Plans for research and development.

When describing the production process for your products or services, you need to think about the following:

  • The creation of new or existing products and services.
  • The sources for the raw materials or components you need for production.
  • Assembling the products
  • Maintaining quality control
  • Supply-chain logistics (receiving the raw materials and delivering the finished products)
  • The day-to-day management of the production processes, bookkeeping, and inventory.

Tips for Writing the Products or Services Section of Your Business Plan

1. Avoid Technical Descriptions and Industry Buzzwords

The products and services section of your business plan should clearly describe the products and services that your company provides. However, it is not a section to include technical jargons that anyone outside your industry will not understand.

A good practice is to remove highly detailed or technical descriptions in favor of simple terms. Industry buzzwords are not necessary, if there are simpler terms you can use, then use them. If you plan to use your business plan to source funds, making the product or service section so technical will do you no favors.

2. Describe How Your Products or Services Differ from Your Competitors

When potential investors look at your business plan, they want to know how the products and services you are offering differ from that of your competition. Differentiating your products or services from your competition in a way that makes your solution more attractive is critical.

If you are going the innovative path and there is no market currently for your product or service, you need to describe in this section why the market needs your product or service.

For example, overnight delivery was a niche business that only a few companies were participating in. Federal Express (FedEx) had to show in its business plan that there was a large opportunity for that service and they justified why the market needed that service.

3. Long or Short Products or Services Section

Should your products or services section be short? Does the long products or services section attract more investors?

There are no straightforward answers to these questions. Whether your products or services section should be long or relatively short depends on the nature of your business.

If your business is product-focused, then automatically you need to use more space to describe the details of your products. However, if the product your business sells is a commodity item that relies on competitive pricing or other pricing strategies, you do not have to use up so much space to provide significant details about the product.

Likewise, if you are selling a commodity that is available in numerous outlets, then you do not have to spend time on writing a long products or services section.

The key to the success of your business is most likely the effectiveness of your marketing strategies compared to your competitors. Use more space to address that section.

If you are creating a new product or service that the market does not know about, your products or services section can be lengthy. The reason why is because you need to explain everything about the product or service such as the nature of the product, its use case, and values.

A short products or services section for an innovative product or service will not give the readers enough information to properly evaluate your business.

4. Describe Your Relationships with Vendors or Suppliers

Your business will rely on vendors or suppliers to supply raw materials or the components needed to make your products. In your products and services section, describe your relationships with your vendors and suppliers fully.

Avoid the mistake of relying on only one supplier or vendor. If that supplier or vendor fails to supply or goes out of business, you can easily face supply problems and struggle to meet your demands. Plan to set up multiple vendor or supplier relationships for better business stability.

5. Your Primary Goal Is to Convince Your Readers

The primary goal of your business plan is to convince your readers that your business is viable and to create a guide for your business to follow. It applies to the products and services section.

When drafting this section, think like the reader. See your reader as someone who has no idea about your products and services. You are using the products and services section to provide the needed information to help your reader understand your products and services. As a result, you have to be clear and to the point.

While you want to educate your readers about your products or services, you also do not want to bore them with lots of technical details. Show your products and services and not your fancy choice of words.

Your products and services section should provide the answer to the “what” question for your business. You and your management team may run the business, but it is your products and services that are the lifeblood of the business.

Key Questions to Answer When Writing your Products and Services Section

Answering these questions can help you write your products and services section quickly and in a way that will appeal to your readers.

  • Are your products existing on the market or are they still in the development stage?
  • What is your timeline for adding new products and services to the market?
  • What are the positives that make your products and services different from your competitors?
  • Do your products and services have any competitive advantage that your competitors’ products and services do not currently have?
  • Do your products or services have any competitive disadvantages that you need to overcome to compete with your competitors? If your answer is yes, state how you plan to overcome them,
  • How much does it cost to produce your products or services? How much do you plan to sell it for?
  • What is the price for your products and services compared to your competitors? Is pricing an issue?
  • What are your operating costs and will it be low enough for you to compete with your competitors and still take home a reasonable profit margin?
  • What is your plan for acquiring your products? Are you involved in the production of your products or services?
  • Are you the manufacturer and produce all the components you need to create your products? Do you assemble your products by using components supplied by other manufacturers? Do you purchase your products directly from suppliers or wholesalers?
  • Do you have a steady supply of products that you need to start your business? (If your business is yet to kick-off)
  • How do you plan to distribute your products or services to the market?

You can also hint at the marketing or promotion plans you have for your products or services such as how you plan to build awareness or retain customers. The next section is where you can go fully into details about your business’s marketing and sales plan.

6. Show and Explain Your Marketing and Sales Plan

Providing great products and services is wonderful, but it means nothing if you do not have a marketing and sales plan to inform your customers about them. Your marketing and sales plan is critical to the success of your business.

The sales and marketing section is where you show and offer a detailed explanation of your marketing and sales plan and how you plan to execute it. It covers your pricing plan, proposed advertising and promotion activities, activities and partnerships you need to make your business a success, and the benefits of your products and services.

There are several ways you can approach your marketing and sales strategy. Ideally, your marketing and sales strategy has to fit the unique needs of your business.

In this section, you describe how the plans your business has for attracting and retaining customers, and the exact process for making a sale happen. It is essential to thoroughly describe your complete marketing and sales plans because you are still going to reference this section when you are making financial projections for your business.

Outline Your Business’ Unique Selling Proposition (USP)

Unique Selling Proposition (USP)

The sales and marketing section is where you outline your business’s unique selling proposition (USP). When you are developing your unique selling proposition, think about the strongest reasons why people should buy from you over your competition. That reason(s) is most likely a good fit to serve as your unique selling proposition (USP).

Target Market and Target Audience

Plans on how to get your products or services to your target market and how to get your target audience to buy them go into this section. You also highlight the strengths of your business here, particularly what sets them apart from your competition.

Target Market Vs Target Audience

Before you start writing your marketing and sales plan, you need to have properly defined your target audience and fleshed out your buyer persona. If you do not first understand the individual you are marketing to, your marketing and sales plan will lack any substance and easily fall.

Creating a Smart Marketing and Sales Plan

Marketing your products and services is an investment that requires you to spend money. Like any other investment, you have to generate a good return on investment (ROI) to justify using that marketing and sales plan. Good marketing and sales plans bring in high sales and profits to your company.

Avoid spending money on unproductive marketing channels. Do your research and find out the best marketing and sales plan that works best for your company.

Your marketing and sales plan can be broken into different parts: your positioning statement, pricing, promotion, packaging, advertising, public relations, content marketing, social media, and strategic alliances.

Your Positioning Statement

Your positioning statement is the first part of your marketing and sales plan. It refers to the way you present your company to your customers.

Are you the premium solution, the low-price solution, or are you the intermediary between the two extremes in the market? What do you offer that your competitors do not that can give you leverage in the market?

Before you start writing your positioning statement, you need to spend some time evaluating the current market conditions. Here are some questions that can help you to evaluate the market

  • What are the unique features or benefits that you offer that your competitors lack?
  • What are your customers’ primary needs and wants?
  • Why should a customer choose you over your competition? How do you plan to differentiate yourself from the competition?
  • How does your company’s solution compare with other solutions in the market?

After answering these questions, then you can start writing your positioning statement. Your positioning statement does not have to be in-depth or too long.

All you need to explain with your positioning statement are two focus areas. The first is the position of your company within the competitive landscape. The other focus area is the core value proposition that sets your company apart from other alternatives that your ideal customer might consider.

Here is a simple template you can use to develop a positioning statement.

For [description of target market] who [need of target market], [product or service] [how it meets the need]. Unlike [top competition], it [most essential distinguishing feature].

For example, let’s create the positioning statement for fictional accounting software and QuickBooks alternative , TBooks.

“For small business owners who need accounting services, TBooks is an accounting software that helps small businesses handle their small business bookkeeping basics quickly and easily. Unlike Wave, TBooks gives small businesses access to live sessions with top accountants.”

You can edit this positioning statement sample and fill it with your business details.

After writing your positioning statement, the next step is the pricing of your offerings. The overall positioning strategy you set in your positioning statement will often determine how you price your products or services.

Pricing is a powerful tool that sends a strong message to your customers. Failure to get your pricing strategy right can make or mar your business. If you are targeting a low-income audience, setting a premium price can result in low sales.

You can use pricing to communicate your positioning to your customers. For example, if you are offering a product at a premium price, you are sending a message to your customers that the product belongs to the premium category.

Basic Rules to Follow When Pricing Your Offering

Setting a price for your offering involves more than just putting a price tag on it. Deciding on the right pricing for your offering requires following some basic rules. They include covering your costs, primary and secondary profit center pricing, and matching the market rate.

  • Covering Your Costs: The price you set for your products or service should be more than it costs you to produce and deliver them. Every business has the same goal, to make a profit. Depending on the strategy you want to use, there are exceptions to this rule. However, the vast majority of businesses follow this rule.
  • Primary and Secondary Profit Center Pricing: When a company sets its price above the cost of production, it is making that product its primary profit center. A company can also decide not to make its initial price its primary profit center by selling below or at even with its production cost. It rather depends on the support product or even maintenance that is associated with the initial purchase to make its profit. The initial price thus became its secondary profit center.
  • Matching the Market Rate: A good rule to follow when pricing your products or services is to match your pricing with consumer demand and expectations. If you price your products or services beyond the price your customer perceives as the ideal price range, you may end up with no customers. Pricing your products too low below what your customer perceives as the ideal price range may lead to them undervaluing your offering.

Pricing Strategy

Your pricing strategy influences the price of your offering. There are several pricing strategies available for you to choose from when examining the right pricing strategy for your business. They include cost-plus pricing, market-based pricing, value pricing, and more.

Pricing strategy influences the price of offering

  • Cost-plus Pricing: This strategy is one of the simplest and oldest pricing strategies. Here you consider the cost of producing a unit of your product and then add a profit to it to arrive at your market price. It is an effective pricing strategy for manufacturers because it helps them cover their initial costs. Another name for the cost-plus pricing strategy is the markup pricing strategy.
  • Market-based Pricing: This pricing strategy analyses the market including competitors’ pricing and then sets a price based on what the market is expecting. With this pricing strategy, you can either set your price at the low-end or high-end of the market.
  • Value Pricing: This pricing strategy involves setting a price based on the value you are providing to your customer. When adopting a value-based pricing strategy, you have to set a price that your customers are willing to pay. Service-based businesses such as small business insurance providers , luxury goods sellers, and the fashion industry use this pricing strategy.

After carefully sorting out your positioning statement and pricing, the next item to look at is your promotional strategy. Your promotional strategy explains how you plan on communicating with your customers and prospects.

As a business, you must measure all your costs, including the cost of your promotions. You also want to measure how much sales your promotions bring for your business to determine its usefulness. Promotional strategies or programs that do not lead to profit need to be removed.

There are different types of promotional strategies you can adopt for your business, they include advertising, public relations, and content marketing.


Your business plan should include your advertising plan which can be found in the marketing and sales plan section. You need to include an overview of your advertising plans such as the areas you plan to spend money on to advertise your business and offers.

Ensure that you make it clear in this section if your business will be advertising online or using the more traditional offline media, or the combination of both online and offline media. You can also include the advertising medium you want to use to raise awareness about your business and offers.

Some common online advertising mediums you can use include social media ads, landing pages, sales pages, SEO, Pay-Per-Click, emails, Google Ads, and others. Some common traditional and offline advertising mediums include word of mouth, radios, direct mail, televisions, flyers, billboards, posters, and others.

A key component of your advertising strategy is how you plan to measure the effectiveness and success of your advertising campaign. There is no point in sticking with an advertising plan or medium that does not produce results for your business in the long run.

Public Relations

A great way to reach your customers is to get the media to cover your business or product. Publicity, especially good ones, should be a part of your marketing and sales plan. In this section, show your plans for getting prominent reviews of your product from reputable publications and sources.

Your business needs that exposure to grow. If public relations is a crucial part of your promotional strategy, provide details about your public relations plan here.

Content Marketing

Content marketing is a popular promotional strategy used by businesses to inform and attract their customers. It is about teaching and educating your prospects on various topics of interest in your niche, it does not just involve informing them about the benefits and features of the products and services you have,

The Benefits of Content Marketing

Businesses publish content usually for free where they provide useful information, tips, and advice so that their target market can be made aware of the importance of their products and services. Content marketing strategies seek to nurture prospects into buyers over time by simply providing value.

Your company can create a blog where it will be publishing content for its target market. You will need to use the best website builder such as Wix and Squarespace and the best web hosting services such as Bluehost, Hostinger, and other Bluehost alternatives to create a functional blog or website.

If content marketing is a crucial part of your promotional strategy (as it should be), detail your plans under promotions.

Including high-quality images of the packaging of your product in your business plan is a lovely idea. You can add the images of the packaging of that product in the marketing and sales plan section. If you are not selling a product, then you do not need to include any worry about the physical packaging of your product.

When organizing the packaging section of your business plan, you can answer the following questions to make maximum use of this section.

  • Is your choice of packaging consistent with your positioning strategy?
  • What key value proposition does your packaging communicate? (It should reflect the key value proposition of your business)
  • How does your packaging compare to that of your competitors?

Social Media

Your 21st-century business needs to have a good social media presence. Not having one is leaving out opportunities for growth and reaching out to your prospect.

You do not have to join the thousands of social media platforms out there. What you need to do is join the ones that your customers are active on and be active there.

Most popular social media platforms

Businesses use social media to provide information about their products such as promotions, discounts, the benefits of their products, and content on their blogs.

Social media is also a platform for engaging with your customers and getting feedback about your products or services. Make no mistake, more and more of your prospects are using social media channels to find more information about companies.

You need to consider the social media channels you want to prioritize your business (prioritize the ones your customers are active in) and your branding plans in this section.

Choosing the right social media platform

Strategic Alliances

If your company plans to work closely with other companies as part of your sales and marketing plan, include it in this section. Prove details about those partnerships in your business plan if you have already established them.

Strategic alliances can be beneficial for all parties involved including your company. Working closely with another company in the form of a partnership can provide access to a different target market segment for your company.

The company you are partnering with may also gain access to your target market or simply offer a new product or service (that of your company) to its customers.

Mutually beneficial partnerships can cover the weaknesses of one company with the strength of another. You should consider strategic alliances with companies that sell complimentary products to yours. For example, if you provide printers, you can partner with a company that produces ink since the customers that buy printers from you will also need inks for printing.

Steps Involved in Creating a Marketing and Sales Plan

1. Focus on Your Target Market

Identify who your customers are, the market you want to target. Then determine the best ways to get your products or services to your potential customers.

2. Evaluate Your Competition

One of the goals of having a marketing plan is to distinguish yourself from your competition. You cannot stand out from them without first knowing them in and out.

You can know your competitors by gathering information about their products, pricing, service, and advertising campaigns.

These questions can help you know your competition.

  • What makes your competition successful?
  • What are their weaknesses?
  • What are customers saying about your competition?

3. Consider Your Brand

Customers' perception of your brand has a strong impact on your sales. Your marketing and sales plan should seek to bolster the image of your brand. Before you start marketing your business, think about the message you want to pass across about your business and your products and services.

4. Focus on Benefits

The majority of your customers do not view your product in terms of features, what they want to know is the benefits and solutions your product offers. Think about the problems your product solves and the benefits it delivers, and use it to create the right sales and marketing message.

Your marketing plan should focus on what you want your customer to get instead of what you provide. Identify those benefits in your marketing and sales plan.

5. Focus on Differentiation

Your marketing and sales plan should look for a unique angle they can take that differentiates your business from the competition, even if the products offered are similar. Some good areas of differentiation you can use are your benefits, pricing, and features.

Key Questions to Answer When Writing Your Marketing and Sales Plan

  • What is your company’s budget for sales and marketing campaigns?
  • What key metrics will you use to determine if your marketing plans are successful?
  • What are your alternatives if your initial marketing efforts do not succeed?
  • Who are the sales representatives you need to promote your products or services?
  • What are the marketing and sales channels you plan to use? How do you plan to get your products in front of your ideal customers?
  • Where will you sell your products?

You may want to include samples of marketing materials you plan to use such as print ads, website descriptions, and social media ads. While it is not compulsory to include these samples, it can help you better communicate your marketing and sales plan and objectives.

The purpose of the marketing and sales section is to answer this question “How will you reach your customers?” If you cannot convincingly provide an answer to this question, you need to rework your marketing and sales section.

7. Clearly Show Your Funding Request

If you are writing your business plan to ask for funding from investors or financial institutions, the funding request section is where you will outline your funding requirements. The funding request section should answer the question ‘How much money will your business need in the near future (3 to 5 years)?’

A good funding request section will clearly outline and explain the amount of funding your business needs over the next five years. You need to know the amount of money your business needs to make an accurate funding request.

Also, when writing your funding request, provide details of how the funds will be used over the period. Specify if you want to use the funds to buy raw materials or machinery, pay salaries, pay for advertisements, and cover specific bills such as rent and electricity.

In addition to explaining what you want to use the funds requested for, you need to clearly state the projected return on investment (ROI) . Investors and creditors want to know if your business can generate profit for them if they put funds into it.

Ensure you do not inflate the figures and stay as realistic as possible. Investors and financial institutions you are seeking funds from will do their research before investing money in your business.

If you are not sure of an exact number to request from, you can use some range of numbers as rough estimates. Add a best-case scenario and a work-case scenario to your funding request. Also, include a description of your strategic future financial plans such as selling your business or paying off debts.

Funding Request: Debt or Equity?

When making your funding request, specify the type of funding you want. Do you want debt or equity? Draw out the terms that will be applicable for the funding, and the length of time the funding request will cover.

Case for Equity

If your new business has not yet started generating profits, you are most likely preparing to sell equity in your business to raise capital at the early stage. Equity here refers to ownership. In this case, you are selling a portion of your company to raise capital.

Although this method of raising capital for your business does not put your business in debt, keep in mind that an equity owner may expect to play a key role in company decisions even if he does not hold a major stake in the company.

Most equity sales for startups are usually private transactions . If you are making a funding request by offering equity in exchange for funding, let the investor know that they will be paid a dividend (a share of the company’s profit). Also, let the investor know the process for selling their equity in your business.

Case for Debt

You may decide not to offer equity in exchange for funds, instead, you make a funding request with the promise to pay back the money borrowed at the agreed time frame.

When making a funding request with an agreement to pay back, note that you will have to repay your creditors both the principal amount borrowed and the interest on it. Financial institutions offer this type of funding for businesses.

Large companies combine both equity and debt in their capital structure. When drafting your business plan, decide if you want to offer both or one over the other.

Before you sell equity in exchange for funding in your business, consider if you are willing to accept not being in total control of your business. Also, before you seek loans in your funding request section, ensure that the terms of repayment are favorable.

You should set a clear timeline in your funding request so that potential investors and creditors can know what you are expecting. Some investors and creditors may agree to your funding request and then delay payment for longer than 30 days, meanwhile, your business needs an immediate cash injection to operate efficiently.

Additional Tips for Writing the Funding Request Section of your Business Plan

The funding request section is not necessary for every business, it is only needed by businesses who plan to use their business plan to secure funding.

If you are adding the funding request section to your business plan, provide an itemized summary of how you plan to use the funds requested. Hiring a lawyer, accountant, or other professionals may be necessary for the proper development of this section.

You should also gather and use financial statements that add credibility and support to your funding requests. Ensure that the financial statements you use should include your projected financial data such as projected cash flows, forecast statements, and expenditure budgets.

If you are an existing business, include all historical financial statements such as cash flow statements, balance sheets and income statements .

Provide monthly and quarterly financial statements for a year. If your business has records that date back beyond the one-year mark, add the yearly statements of those years. These documents are for the appendix section of your business plan.

8. Detail Your Financial Plan, Metrics, and Projections

If you used the funding request section in your business plan, supplement it with a financial plan, metrics, and projections. This section paints a picture of the past performance of your business and then goes ahead to make an informed projection about its future.

The goal of this section is to convince readers that your business is going to be a financial success. It outlines your business plan to generate enough profit to repay the loan (with interest if applicable) and to generate a decent return on investment for investors.

If you have an existing business already in operation, use this section to demonstrate stability through finance. This section should include your cash flow statements, balance sheets, and income statements covering the last three to five years. If your business has some acceptable collateral that you can use to acquire loans, list it in the financial plan, metrics, and projection section.

Apart from current financial statements, this section should also contain a prospective financial outlook that spans the next five years. Include forecasted income statements, cash flow statements, balance sheets, and capital expenditure budget.

If your business is new and is not yet generating profit, use clear and realistic projections to show the potentials of your business.

When drafting this section, research industry norms and the performance of comparable businesses. Your financial projections should cover at least five years. State the logic behind your financial projections. Remember you can always make adjustments to this section as the variables change.

The financial plan, metrics, and projection section create a baseline which your business can either exceed or fail to reach. If your business fails to reach your projections in this section, you need to understand why it failed.

Investors and loan managers spend a lot of time going through the financial plan, metrics, and projection section compared to other parts of the business plan. Ensure you spend time creating credible financial analyses for your business in this section.

Many entrepreneurs find this section daunting to write. You do not need a business degree to create a solid financial forecast for your business. Business finances, especially for startups, are not as complicated as they seem. There are several online tools and templates that make writing this section so much easier.

Use Graphs and Charts

The financial plan, metrics, and projection section is a great place to use graphs and charts to tell the financial story of your business. Charts and images make it easier to communicate your finances.

Accuracy in this section is key, ensure you carefully analyze your past financial statements properly before making financial projects.

Address the Risk Factors and Show Realistic Financial Projections

Keep your financial plan, metrics, and projection realistic. It is okay to be optimistic in your financial projection, however, you have to justify it.

You should also address the various risk factors associated with your business in this section. Investors want to know the potential risks involved, show them. You should also show your plans for mitigating those risks.

What You Should In The Financial Plan, Metrics, and Projection Section of Your Business Plan

The financial plan, metrics, and projection section of your business plan should have monthly sales and revenue forecasts for the first year. It should also include annual projections that cover 3 to 5 years.

A three-year projection is a basic requirement to have in your business plan. However, some investors may request a five-year forecast.

Your business plan should include the following financial statements: sales forecast, personnel plan, income statement, income statement, cash flow statement, balance sheet, and an exit strategy.

1. Sales Forecast

Sales forecast refers to your projections about the number of sales your business is going to record over the next few years. It is typically broken into several rows, with each row assigned to a core product or service that your business is offering.

One common mistake people make in their business plan is to break down the sales forecast section into long details. A sales forecast should forecast the high-level details.

For example, if you are forecasting sales for a payroll software provider, you could break down your forecast into target market segments or subscription categories.

Benefits of Sales Forecasting

Your sales forecast section should also have a corresponding row for each sales row to cover the direct cost or Cost of Goods Sold (COGS). The objective of these rows is to show the expenses that your business incurs in making and delivering your product or service.

Note that your Cost of Goods Sold (COGS) should only cover those direct costs incurred when making your products. Other indirect expenses such as insurance, salaries, payroll tax, and rent should not be included.

For example, the Cost of Goods Sold (COGS) for a restaurant is the cost of ingredients while for a consulting company it will be the cost of paper and other presentation materials.

Factors that affect sales forecasting

2. Personnel Plan

The personnel plan section is where you provide details about the payment plan for your employees. For a small business, you can easily list every position in your company and how much you plan to pay in the personnel plan.

However, for larger businesses, you have to break the personnel plan into functional groups such as sales and marketing.

The personnel plan will also include the cost of an employee beyond salary, commonly referred to as the employee burden. These costs include insurance, payroll taxes , and other essential costs incurred monthly as a result of having employees on your payroll.

True HR Cost Infographic

3. Income Statement

The income statement section shows if your business is making a profit or taking a loss. Another name for the income statement is the profit and loss (P&L). It takes data from your sales forecast and personnel plan and adds other ongoing expenses you incur while running your business.

The income statement section

Every business plan should have an income statement. It subtracts your business expenses from its earnings to show if your business is generating profit or incurring losses.

The income statement has the following items: sales, Cost of Goods Sold (COGS), gross margin, operating expenses, total operating expenses, operating income , total expenses, and net profit.

  • Sales refer to the revenue your business generates from selling its products or services. Other names for sales are income or revenue.
  • Cost of Goods Sold (COGS) refers to the total cost of selling your products. Other names for COGS are direct costs or cost of sales. Manufacturing businesses use the Costs of Goods Manufactured (COGM) .
  • Gross Margin is the figure you get when you subtract your COGS from your sales. In your income statement, you can express it as a percentage of total sales (Gross margin / Sales = Gross Margin Percent).
  • Operating Expenses refer to all the expenses you incur from running your business. It exempts the COGS because it stands alone as a core part of your income statement. You also have to exclude taxes, depreciation, and amortization. Your operating expenses include salaries, marketing expenses, research and development (R&D) expenses, and other expenses.
  • Total Operating Expenses refers to the sum of all your operating expenses including those exemptions named above under operating expenses.
  • Operating Income refers to earnings before interest, taxes, depreciation, and amortization. It is simply known as the acronym EBITDA (earnings before interest, taxes, depreciation, and amortization). Calculating your operating income is simple, all you need to do is to subtract your COGS and total operating expenses from your sales.
  • Total Expenses refer to the sum of your operating expenses and your business’ interest, taxes, depreciation, and amortization.
  • Net profit shows whether your business has made a profit or taken a loss during a given timeframe.

4. Cash Flow Statement

The cash flow statement tracks the money you have in the bank at any given point. It is often confused with the income statement or the profit and loss statement. They are both different types of financial statements. The income statement calculates your profits and losses while the cash flow statement shows you how much you have in the bank.

Cash Flow Statement Example

5. Balance Sheet

The balance sheet is a financial statement that provides an overview of the financial health of your business. It contains information about the assets and liabilities of your company, and owner’s or shareholders’ equity.

You can get the net worth of your company by subtracting your company’s liabilities from its assets.

Balance sheet Formula

6. Exit Strategy

The exit strategy refers to a probable plan for selling your business either to the public in an IPO or to another company. It is the last thing you include in the financial plan, metrics, and projection section.

You can choose to omit the exit strategy from your business plan if you plan to maintain full ownership of your business and do not plan on seeking angel investment or virtual capitalist (VC) funding.

Investors may want to know what your exit plan is. They invest in your business to get a good return on investment.

Your exit strategy does not have to include long and boring details. Ensure you identify some interested parties who may be interested in buying the company if it becomes a success.

Exit Strategy Section of Business Plan Infographic

Key Questions to Answer with Your Financial Plan, Metrics, and Projection

Your financial plan, metrics, and projection section helps investors, creditors, or your internal managers to understand what your expenses are, the amount of cash you need, and what it takes to make your company profitable. It also shows what you will be doing with any funding.

You do not need to show actual financial data if you do not have one. Adding forecasts and projections to your financial statements is added proof that your strategy is feasible and shows investors you have planned properly.

Here are some key questions to answer to help you develop this section.

  • What is your sales forecast for the next year?
  • When will your company achieve a positive cash flow?
  • What are the core expenses you need to operate?
  • How much money do you need upfront to operate or grow your company?
  • How will you use the loans or investments?

9. Add an Appendix to Your Business Plan

Adding an appendix to your business plan is optional. It is a useful place to put any charts, tables, legal notes, definitions, permits, résumés, and other critical information that do not fit into other sections of your business plan.

The appendix section is where you would want to include details of a patent or patent-pending if you have one. You can always add illustrations or images of your products here. It is the last section of your business plan.

When writing your business plan, there are details you cut short or remove to prevent the entire section from becoming too lengthy. There are also details you want to include in the business plan but are not a good fit for any of the previous sections. You can add that additional information to the appendix section.

Businesses also use the appendix section to include supporting documents or other materials specially requested by investors or lenders.

You can include just about any information that supports the assumptions and statements you made in the business plan under the appendix. It is the one place in the business plan where unrelated data and information can coexist amicably.

If your appendix section is lengthy, try organizing it by adding a table of contents at the beginning of the appendix section. It is also advisable to group similar information to make it easier for the reader to access them.

A well-organized appendix section makes it easier to share your information clearly and concisely. Add footnotes throughout the rest of the business plan or make references in the plan to the documents in the appendix.

The appendix section is usually only necessary if you are seeking funding from investors or lenders, or hoping to attract partners.

People reading business plans do not want to spend time going through a heap of backup information, numbers, and charts. Keep these documents or information in the Appendix section in case the reader wants to dig deeper.

Common Items to Include in the Appendix Section of Your Business Plan

The appendix section includes documents that supplement or support the information or claims given in other sections of the business plans. Common items you can include in the appendix section include:

  • Additional data about the process of manufacturing or creation
  • Additional description of products or services such as product schematics
  • Additional financial documents or projections
  • Articles of incorporation and status
  • Backup for market research or competitive analysis
  • Bank statements
  • Business registries
  • Client testimonials (if your business is already running)
  • Copies of insurances
  • Credit histories (personal or/and business)
  • Deeds and permits
  • Equipment leases
  • Examples of marketing and advertising collateral
  • Industry associations and memberships
  • Images of product
  • Intellectual property
  • Key customer contracts
  • Legal documents and other contracts
  • Letters of reference
  • Links to references
  • Market research data
  • Organizational charts
  • Photographs of potential facilities
  • Professional licenses pertaining to your legal structure or type of business
  • Purchase orders
  • Resumes of the founder(s) and key managers
  • State and federal identification numbers or codes
  • Trademarks or patents’ registrations

Avoid using the appendix section as a place to dump any document or information you feel like adding. Only add documents or information that you support or increase the credibility of your business plan.

Tips and Strategies for Writing a Convincing Business Plan

To achieve a perfect business plan, you need to consider some key tips and strategies. These tips will raise the efficiency of your business plan above average.

1. Know Your Audience

When writing a business plan, you need to know your audience . Business owners write business plans for different reasons. Your business plan has to be specific. For example, you can write business plans to potential investors, banks, and even fellow board members of the company.

The audience you are writing to determines the structure of the business plan. As a business owner, you have to know your audience. Not everyone will be your audience. Knowing your audience will help you to narrow the scope of your business plan.

Consider what your audience wants to see in your projects, the likely questions they might ask, and what interests them.

  • A business plan used to address a company's board members will center on its employment schemes, internal affairs, projects, stakeholders, etc.
  • A business plan for financial institutions will talk about the size of your market and the chances for you to pay back any loans you demand.
  • A business plan for investors will show proof that you can return the investment capital within a specific time. In addition, it discusses your financial projections, tractions, and market size.

2. Get Inspiration from People

Writing a business plan from scratch as an entrepreneur can be daunting. That is why you need the right inspiration to push you to write one. You can gain inspiration from the successful business plans of other businesses. Look at their business plans, the style they use, the structure of the project, etc.

To make your business plan easier to create, search companies related to your business to get an exact copy of what you need to create an effective business plan. You can also make references while citing examples in your business plans.

When drafting your business plan, get as much help from others as you possibly can. By getting inspiration from people, you can create something better than what they have.

3. Avoid Being Over Optimistic

Many business owners make use of strong adjectives to qualify their content. One of the big mistakes entrepreneurs make when preparing a business plan is promising too much.

The use of superlatives and over-optimistic claims can prepare the audience for more than you can offer. In the end, you disappoint the confidence they have in you.

In most cases, the best option is to be realistic with your claims and statistics. Most of the investors can sense a bit of incompetency from the overuse of superlatives. As a new entrepreneur, do not be tempted to over-promise to get the interests of investors.

The concept of entrepreneurship centers on risks, nothing is certain when you make future analyses. What separates the best is the ability to do careful research and work towards achieving that, not promising more than you can achieve.

To make an excellent first impression as an entrepreneur, replace superlatives with compelling data-driven content. In this way, you are more specific than someone promising a huge ROI from an investment.

4. Keep it Simple and Short

When writing business plans, ensure you keep them simple throughout. Irrespective of the purpose of the business plan, your goal is to convince the audience.

One way to achieve this goal is to make them understand your proposal. Therefore, it would be best if you avoid the use of complex grammar to express yourself. It would be a huge turn-off if the people you want to convince are not familiar with your use of words.

Another thing to note is the length of your business plan. It would be best if you made it as brief as possible.

You hardly see investors or agencies that read through an extremely long document. In that case, if your first few pages can’t convince them, then you have lost it. The more pages you write, the higher the chances of you derailing from the essential contents.

To ensure your business plan has a high conversion rate, you need to dispose of every unnecessary information. For example, if you have a strategy that you are not sure of, it would be best to leave it out of the plan.

5. Make an Outline and Follow Through

A perfect business plan must have touched every part needed to convince the audience. Business owners get easily tempted to concentrate more on their products than on other sections. Doing this can be detrimental to the efficiency of the business plan.

For example, imagine you talking about a product but omitting or providing very little information about the target audience. You will leave your clients confused.

To ensure that your business plan communicates your full business model to readers, you have to input all the necessary information in it. One of the best ways to achieve this is to design a structure and stick to it.

This structure is what guides you throughout the writing. To make your work easier, you can assign an estimated word count or page limit to every section to avoid making it too bulky for easy reading. As a guide, the necessary things your business plan must contain are:

  • Table of contents
  • Introduction
  • Product or service description
  • Target audience
  • Market size
  • Competition analysis
  • Financial projections

Some specific businesses can include some other essential sections, but these are the key sections that must be in every business plan.

6. Ask a Professional to Proofread

When writing a business plan, you must tie all loose ends to get a perfect result. When you are done with writing, call a professional to go through the document for you. You are bound to make mistakes, and the way to correct them is to get external help.

You should get a professional in your field who can relate to every section of your business plan. It would be easier for the professional to notice the inner flaws in the document than an editor with no knowledge of your business.

In addition to getting a professional to proofread, get an editor to proofread and edit your document. The editor will help you identify grammatical errors, spelling mistakes, and inappropriate writing styles.

Writing a business plan can be daunting, but you can surmount that obstacle and get the best out of it with these tips.

Business Plan Examples and Templates That’ll Save You Tons of Time

1. hubspot's one-page business plan.

HubSpot's One Page Business Plan

The one-page business plan template by HubSpot is the perfect guide for businesses of any size, irrespective of their business strategy. Although the template is condensed into a page, your final business plan should not be a page long! The template is designed to ask helpful questions that can help you develop your business plan.

Hubspot’s one-page business plan template is divided into nine fields:

  • Business opportunity
  • Company description
  • Industry analysis
  • Target market
  • Implementation timeline
  • Marketing plan
  • Financial summary
  • Funding required

2. Bplan’s Free Business Plan Template

Bplan’s Free Business Plan Template

Bplans' free business plan template is investor-approved. It is a rich template used by prestigious educational institutions such as Babson College and Princeton University to teach entrepreneurs how to create a business plan.

The template has six sections: the executive summary, opportunity, execution, company, financial plan, and appendix. There is a step-by-step guide for writing every little detail in the business plan. Follow the instructions each step of the way and you will create a business plan that impresses investors or lenders easily.

3. HubSpot's Downloadable Business Plan Template

HubSpot's Downloadable Business Plan Template

HubSpot’s downloadable business plan template is a more comprehensive option compared to the one-page business template by HubSpot. This free and downloadable business plan template is designed for entrepreneurs.

The template is a comprehensive guide and checklist for business owners just starting their businesses. It tells you everything you need to fill in each section of the business plan and how to do it.

There are nine sections in this business plan template: an executive summary, company and business description, product and services line, market analysis, marketing plan, sales plan, legal notes, financial considerations, and appendix.

4. Business Plan by My Own Business Institute

The Business Profile

My Own Business Institute (MOBI) which is a part of Santa Clara University's Center for Innovation and Entrepreneurship offers a free business plan template. You can either copy the free business template from the link provided above or download it as a Word document.

The comprehensive template consists of a whopping 15 sections.

  • The Business Profile
  • The Vision and the People
  • Home-Based Business and Freelance Business Opportunities
  • Organization
  • Licenses and Permits
  • Business Insurance
  • Communication Tools
  • Acquisitions
  • Location and Leasing
  • Accounting and Cash Flow
  • Opening and Marketing
  • Managing Employees
  • Expanding and Handling Problems

There are lots of helpful tips on how to fill each section in the free business plan template by MOBI.

5. Score's Business Plan Template for Startups

Score's Business Plan Template for Startups

Score is an American nonprofit organization that helps entrepreneurs build successful companies. This business plan template for startups by Score is available for free download. The business plan template asks a whooping 150 generic questions that help entrepreneurs from different fields to set up the perfect business plan.

The business plan template for startups contains clear instructions and worksheets, all you have to do is answer the questions and fill the worksheets.

There are nine sections in the business plan template: executive summary, company description, products and services, marketing plan, operational plan, management and organization, startup expenses and capitalization, financial plan, and appendices.

The ‘refining the plan’ resource contains instructions that help you modify your business plan to suit your specific needs, industry, and target audience. After you have completed Score’s business plan template, you can work with a SCORE mentor for expert advice in business planning.

6. Minimalist Architecture Business Plan Template by Venngage

Minimalist Architecture Business Plan Template by Venngage

The minimalist architecture business plan template is a simple template by Venngage that you can customize to suit your business needs .

There are five sections in the template: an executive summary, statement of problem, approach and methodology, qualifications, and schedule and benchmark. The business plan template has instructions that guide users on what to fill in each section.

7. Small Business Administration Free Business Plan Template

Small Business Administration Free Business Plan Template

The Small Business Administration (SBA) offers two free business plan templates, filled with practical real-life examples that you can model to create your business plan. Both free business plan templates are written by fictional business owners: Rebecca who owns a consulting firm, and Andrew who owns a toy company.

There are five sections in the two SBA’s free business plan templates.

  • Executive Summary
  • Company Description
  • Service Line
  • Marketing and Sales

8. The $100 Startup's One-Page Business Plan

The $100 Startup's One Page Business Plan

The one-page business plan by the $100 startup is a simple business plan template for entrepreneurs who do not want to create a long and complicated plan . You can include more details in the appendices for funders who want more information beyond what you can put in the one-page business plan.

There are five sections in the one-page business plan such as overview, ka-ching, hustling, success, and obstacles or challenges or open questions. You can answer all the questions using one or two sentences.

9. PandaDoc’s Free Business Plan Template

PandaDoc’s Free Business Plan Template

The free business plan template by PandaDoc is a comprehensive 15-page document that describes the information you should include in every section.

There are 11 sections in PandaDoc’s free business plan template.

  • Executive summary
  • Business description
  • Products and services
  • Operations plan
  • Management organization
  • Financial plan
  • Conclusion / Call to action
  • Confidentiality statement

You have to sign up for its 14-day free trial to access the template. You will find different business plan templates on PandaDoc once you sign up (including templates for general businesses and specific businesses such as bakeries, startups, restaurants, salons, hotels, and coffee shops)

PandaDoc allows you to customize its business plan templates to fit the needs of your business. After editing the template, you can send it to interested parties and track opens and views through PandaDoc.

10. Invoiceberry Templates for Word, Open Office, Excel, or PPT

Invoiceberry Templates Business Concept

InvoiceBerry is a U.K based online invoicing and tracking platform that offers free business plan templates in .docx, .odt, .xlsx, and .pptx formats for freelancers and small businesses.

Before you can download the free business plan template, it will ask you to give it your email address. After you complete the little task, it will send the download link to your inbox for you to download. It also provides a business plan checklist in .xlsx file format that ensures you add the right information to the business plan.

Alternatives to the Traditional Business Plan

A business plan is very important in mapping out how one expects their business to grow over a set number of years, particularly when they need external investment in their business. However, many investors do not have the time to watch you present your business plan. It is a long and boring read.

Luckily, there are three alternatives to the traditional business plan (the Business Model Canvas, Lean Canvas, and Startup Pitch Deck). These alternatives are less laborious and easier and quicker to present to investors.

Business Model Canvas (BMC)

The business model canvas is a business tool used to present all the important components of setting up a business, such as customers, route to market, value proposition, and finance in a single sheet. It provides a very focused blueprint that defines your business initially which you can later expand on if needed.

Business Model Canvas (BMC) Infographic

The sheet is divided mainly into company, industry, and consumer models that are interconnected in how they find problems and proffer solutions.

Segments of the Business Model Canvas

The business model canvas was developed by founder Alexander Osterwalder to answer important business questions. It contains nine segments.

Segments of the Business Model Canvas

  • Key Partners: Who will be occupying important executive positions in your business? What do they bring to the table? Will there be a third party involved with the company?
  • Key Activities: What important activities will production entail? What activities will be carried out to ensure the smooth running of the company?
  • The Product’s Value Propositions: What does your product do? How will it be different from other products?
  • Customer Segments: What demography of consumers are you targeting? What are the habits of these consumers? Who are the MVPs of your target consumers?
  • Customer Relationships: How will the team support and work with its customer base? How do you intend to build and maintain trust with the customer?
  • Key Resources: What type of personnel and tools will be needed? What size of the budget will they need access to?
  • Channels: How do you plan to create awareness of your products? How do you intend to transport your product to the customer?
  • Cost Structure: What is the estimated cost of production? How much will distribution cost?
  • Revenue Streams: For what value are customers willing to pay? How do they prefer to pay for the product? Are there any external revenues attached apart from the main source? How do the revenue streams contribute to the overall revenue?

Lean Canvas

The lean canvas is a problem-oriented alternative to the standard business model canvas. It was proposed by Ash Maurya, creator of Lean Stack as a development of the business model generation. It uses a more problem-focused approach and it majorly targets entrepreneurs and startup businesses.

The lean canvas is a problem oriented alternative to the standard business model canvas

Lean Canvas uses the same 9 blocks concept as the business model canvas, however, they have been modified slightly to suit the needs and purpose of a small startup. The key partners, key activities, customer relationships, and key resources are replaced by new segments which are:

  • Problem: Simple and straightforward number of problems you have identified, ideally three.
  • Solution: The solutions to each problem.
  • Unfair Advantage: Something you possess that can't be easily bought or replicated.
  • Key Metrics: Important numbers that will tell how your business is doing.

Startup Pitch Deck

While the business model canvas compresses into a factual sheet, startup pitch decks expand flamboyantly.

Pitch decks, through slides, convey your business plan, often through graphs and images used to emphasize estimations and observations in your presentation. Entrepreneurs often use pitch decks to fully convince their target audience of their plans before discussing funding arrangements.

Startup Pitch Deck Presentation

Considering the likelihood of it being used in a small time frame, a good startup pitch deck should ideally contain 20 slides or less to have enough time to answer questions from the audience.

Unlike the standard and lean business model canvases, a pitch deck doesn't have a set template on how to present your business plan but there are still important components to it. These components often mirror those of the business model canvas except that they are in slide form and contain more details.

Airbnb Pitch Deck

Using Airbnb (one of the most successful start-ups in recent history) for reference, the important components of a good slide are listed below.

  • Cover/Introduction Slide: Here, you should include your company's name and mission statement. Your mission statement should be a very catchy tagline. Also, include personal information and contact details to provide an easy link for potential investors.
  • Problem Slide: This slide requires you to create a connection with the audience or the investor that you are pitching. For example in their pitch, Airbnb summarized the most important problems it would solve in three brief points – pricing of hotels, disconnection from city culture, and connection problems for local bookings.
  • Solution Slide: This slide includes your core value proposition. List simple and direct solutions to the problems you have mentioned
  • Customer Analysis: Here you will provide information on the customers you will be offering your service to. The identity of your customers plays an important part in fundraising as well as the long-run viability of the business.
  • Market Validation: Use competitive analysis to show numbers that prove the presence of a market for your product, industry behavior in the present and the long run, as well as the percentage of the market you aim to attract. It shows that you understand your competitors and customers and convinces investors of the opportunities presented in the market.
  • Business Model: Your business model is the hook of your presentation. It may vary in complexity but it should generally include a pricing system informed by your market analysis. The goal of the slide is to confirm your business model is easy to implement.
  • Marketing Strategy: This slide should summarize a few customer acquisition methods that you plan to use to grow the business.
  • Competitive Advantage: What this slide will do is provide information on what will set you apart and make you a more attractive option to customers. It could be the possession of technology that is not widely known in the market.
  • Team Slide: Here you will give a brief description of your team. Include your key management personnel here and their specific roles in the company. Include their educational background, job history, and skillsets. Also, talk about their accomplishments in their careers so far to build investors' confidence in members of your team.
  • Traction Slide: This validates the company’s business model by showing growth through early sales and support. The slide aims to reduce any lingering fears in potential investors by showing realistic periodic milestones and profit margins. It can include current sales, growth, valuable customers, pre-orders, or data from surveys outlining current consumer interest.
  • Funding Slide: This slide is popularly referred to as ‘the ask'. Here you will include important details like how much is needed to get your business off the ground and how the funding will be spent to help the company reach its goals.
  • Appendix Slides: Your pitch deck appendix should always be included alongside a standard pitch presentation. It consists of additional slides you could not show in the pitch deck but you need to complement your presentation.

It is important to support your calculations with pictorial renditions. Infographics, such as pie charts or bar graphs, will be more effective in presenting the information than just listing numbers. For example, a six-month graph that shows rising profit margins will easily look more impressive than merely writing it.

Lastly, since a pitch deck is primarily used to secure meetings and you may be sharing your pitch with several investors, it is advisable to keep a separate public version that doesn't include financials. Only disclose the one with projections once you have secured a link with an investor.

Advantages of the Business Model Canvas, Lean Canvas, and Startup Pitch Deck over the Traditional Business Plan

  • Time-Saving: Writing a detailed traditional business plan could take weeks or months. On the other hand, all three alternatives can be done in a few days or even one night of brainstorming if you have a comprehensive understanding of your business.
  • Easier to Understand: Since the information presented is almost entirely factual, it puts focus on what is most important in running the business. They cut away the excess pages of fillers in a traditional business plan and allow investors to see what is driving the business and what is getting in the way.
  • Easy to Update: Businesses typically present their business plans to many potential investors before they secure funding. What this means is that you may regularly have to amend your presentation to update statistics or adjust to audience-specific needs. For a traditional business plan, this could mean rewriting a whole section of your plan. For the three alternatives, updating is much easier because they are not voluminous.
  • Guide for a More In-depth Business Plan: All three alternatives have the added benefit of being able to double as a sketch of your business plan if the need to create one arises in the future.

Business Plan FAQ

Business plans are important for any entrepreneur who is looking for a framework to run their company over some time or seeking external support. Although they are essential for new businesses, every company should ideally have a business plan to track their growth from time to time.  They can be used by startups seeking investments or loans to convey their business ideas or an employee to convince his boss of the feasibility of starting a new project. They can also be used by companies seeking to recruit high-profile employee targets into key positions or trying to secure partnerships with other firms.

Business plans often vary depending on your target audience, the scope, and the goals for the plan. Startup plans are the most common among the different types of business plans.  A start-up plan is used by a new business to present all the necessary information to help get the business up and running. They are usually used by entrepreneurs who are seeking funding from investors or bank loans. The established company alternative to a start-up plan is a feasibility plan. A feasibility plan is often used by an established company looking for new business opportunities. They are used to show the upsides of creating a new product for a consumer base. Because the audience is usually company people, it requires less company analysis. The third type of business plan is the lean business plan. A lean business plan is a brief, straight-to-the-point breakdown of your ideas and analysis for your business. It does not contain details of your proposal and can be written on one page. Finally, you have the what-if plan. As it implies, a what-if plan is a preparation for the worst-case scenario. You must always be prepared for the possibility of your original plan being rejected. A good what-if plan will serve as a good plan B to the original.

A good business plan has 10 key components. They include an executive plan, product analysis, desired customer base, company analysis, industry analysis, marketing strategy, sales strategy, financial projection, funding, and appendix. Executive Plan Your business should begin with your executive plan. An executive plan will provide early insight into what you are planning to achieve with your business. It should include your mission statement and highlight some of the important points which you will explain later. Product Analysis The next component of your business plan is your product analysis. A key part of this section is explaining the type of item or service you are going to offer as well as the market problems your product will solve. Desired Consumer Base Your product analysis should be supplemented with a detailed breakdown of your desired consumer base. Investors are always interested in knowing the economic power of your market as well as potential MVP customers. Company Analysis The next component of your business plan is your company analysis. Here, you explain how you want to run your business. It will include your operational strategy, an insight into the workforce needed to keep the company running, and important executive positions. It will also provide a calculation of expected operational costs.  Industry Analysis A good business plan should also contain well laid out industry analysis. It is important to convince potential investors you know the companies you will be competing with, as well as your plans to gain an edge on the competition. Marketing Strategy Your business plan should also include your marketing strategy. This is how you intend to spread awareness of your product. It should include a detailed explanation of the company brand as well as your advertising methods. Sales Strategy Your sales strategy comes after the market strategy. Here you give an overview of your company's pricing strategy and how you aim to maximize profits. You can also explain how your prices will adapt to market behaviors. Financial Projection The financial projection is the next component of your business plan. It explains your company's expected running cost and revenue earned during the tenure of the business plan. Financial projection gives a clear idea of how your company will develop in the future. Funding The next component of your business plan is funding. You have to detail how much external investment you need to get your business idea off the ground here. Appendix The last component of your plan is the appendix. This is where you put licenses, graphs, or key information that does not fit in any of the other components.

The business model canvas is a business management tool used to quickly define your business idea and model. It is often used when investors need you to pitch your business idea during a brief window.

A pitch deck is similar to a business model canvas except that it makes use of slides in its presentation. A pitch is not primarily used to secure funding, rather its main purpose is to entice potential investors by selling a very optimistic outlook on the business.

Business plan competitions help you evaluate the strength of your business plan. By participating in business plan competitions, you are improving your experience. The experience provides you with a degree of validation while practicing important skills. The main motivation for entering into the competitions is often to secure funding by finishing in podium positions. There is also the chance that you may catch the eye of a casual observer outside of the competition. These competitions also provide good networking opportunities. You could meet mentors who will take a keen interest in guiding you in your business journey. You also have the opportunity to meet other entrepreneurs whose ideas can complement yours.

Exlore Further

  • 12 Key Elements of a Business Plan (Top Components Explained)
  • 13 Sources of Business Finance For Companies & Sole Traders
  • 5 Common Types of Business Structures (+ Pros & Cons)
  • How to Buy a Business in 8 Steps (+ Due Diligence Checklist)

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Martin loves entrepreneurship and has helped dozens of entrepreneurs by validating the business idea, finding scalable customer acquisition channels, and building a data-driven organization. During his time working in investment banking, tech startups, and industry-leading companies he gained extensive knowledge in using different software tools to optimize business processes.

This insights and his love for researching SaaS products enables him to provide in-depth, fact-based software reviews to enable software buyers make better decisions.

The 24 best planners of 2024, from stylish daily diaries to annual agendas

Start the year with the perfect tools for productivity and organization. The best planner keeps your schedule, deadlines,  goals, and thoughts organized. Though no planner is one-size-fits-all, these daily, weekly, monthly, and yearly diaries allow you to chart your goals, appointments, ideas, and more all in one place. Some planners work great for strictly scheduling the hours of your day, while others work better for your long-term goal-planning success. The best planner for you comes down to personal preference in how you chart your time.

Planner styles get even more detailed, and we break down the ways to choose what's right for you at the end of this guide. We spoke with two stationery store owners and a productivity expert to get their advice on how to pick a planner.

"There are lots of different, great planners, and it just kind of depends on thinking about how you want to plan your week and how you want to visualize your week," said Jeremy Crown, who co-owns Little Otsu , a paper store in Portland, Oregon. Whatever style of planner you prefer, we've covered the basics of the best of what's out there.

Daily planners

For more detailed planning, daily planners offer hourly breakdowns of your day. Daily planners are one of the most popular formats. They tend to be bulkier than weekly or monthly planners but offer the most flexibility. These are ideal for students, teachers, and parents who need to keep careful track of a busy schedule.

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Weekly planners

Weekly planners are great for a zoomed-out view of your goals and to-dos if you'd rather look at the big picture instead of the day-to-day. These planners are less detail-oriented than daily ones but will have daily space to keep track of appointments and assignments. They're ideal for scheduling everything needed to complete multiple goals over a period of time.

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Monthly planners

Monthly planners are ideal for professionals or students with several projects or classes to juggle over a long period of time. Though they provide less space than daily and weekly planners, they allow for a strong overview of deadlines and key dates. They're also a great option for parents who need to keep track of doctors appointments, extra curricular activities, and events for a big family.

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Yearly and quarterly planners

Yearly or quarterly planners provide the most scope for those with specific personal or business goals. For this category, we considered both big-picture goal planners and 3-month planners that really drill down into how much you can accomplish in 90 days. For the latter category, you'll find that 90-day planners often have weekly and daily pages and space to plan out the quarter. That said, they're still distinct from daily and weekly planners because they focus on achieving longer-term goals, rather than plotting out your days. 

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How to choose a planner

There are an overwhelming number of planner types. Chandra Greer, who owns Greer , a stationery store in Chicago, Illinois, prioritizes stocking her store with functional, quality options, knowing they might not be the right fit for everyone. "I'm more interested in the function," she said. "Is the layout useful? Is it something that is going to withstand being your daily friend for 365 days?"

To find out what will work for you, you can start by considering what qualities are most important to you. "I think if you sort of start with, 'What is it that I want to use this for?' that gives you a good starting point," said Alexandra Cavoulacos, founder of The Muse and author of " The New Rules of Work. "

Consider daily, weekly, or monthly formats

For some people, a planner is merely a portable calendar, Cavoulacos said. Other people want to track projects and create to-do lists. The amount of detail per day will start to dictate how much space you need.

Dated or undated

There are many reasons you might decide to buy an undated calendar. "People might decide on March 28th they want a planner," said Greer. "But if a planner is dated, they're already three months through the year." 

Plus, with an undated planner, you can always pick up where you left off without wasting days' worth of paper. 

Horizontal or vertical

When someone comes into Little Otsu looking for a planner, co-owner Jeremy Crown first asks, "Are you more of a task-oriented planner?" He thinks people with detailed schedules or long to-do lists may prefer the column format of vertical layouts, while those who like making notes or doodling might prefer the horizontal layout.

Some planners also use a "dashboard" view, with a week or day on one page and the other dedicated to habit trackers, gratitude prompts, and other fill-in-the-blanks. 

Doctors, nurses, and chefs always want pocket-sized notebooks and planners, said Crown. You might want something big enough to hold your sprawling handwriting but small enough to carry around in your purse or messenger bag. 

Minimalist or full of prompts 

Planner aesthetics range from very bare-bones to packed with extras like quotes, charts, and check-ins. 

"You want your planner to inspire you," Cavoulacos said. "I do think the sort of aesthetic piece, the inspiration piece, is also something that shouldn't be forgotten," she said.  

Both Greer and Cavoulacos point out that you can add your own quotes and personalizations to even the most minimalist planner, as long as there's space. "It could become more of a person's little command center," said Greer. 

Paper quality

If paper quality is high on your list of importance, Greer suggests taking a close look at who makes a planner. 

"I definitely gravitate towards manufacturers who have a background in paper," she said, recommending several Japanese notebook or paper companies with planners such as Midori , Paperways , High Tide , and Kokuyo Jibun Techo .

Even if you're not into paper, you'll want to pay attention to the cover's material. Hardcovers will stand up to more wear and tear than softcovers. "Sometimes people will trade that durability for something that doesn't cost very much, but definitely people are expecting [their planner] to get through the whole year and not look like it was run over by a truck," Greer said. 


It's important that planners lie flat since you're writing in them. Many are spiral-bound, but others are stitch-bound. Either will let you write on them, but you can flip one side of the book behind the other with a spiral binding. "A lot of people are kind of indifferent between spiral and stitch bound now, as long as it lies flat because that's really what they're looking for," Greer said. 

Another concern with the binding is whether it will keep the planner together for the whole year. Some glued-in pages might not hold out as well. "If you have something that's stitch-bound or spiral, it's very sturdy for the long haul," Greer said.

Why not just use a digital planner?

"I don't necessarily think a planner is for everybody, just like any particular productivity hack or tool," Cavoulacos said. There are plenty of people who prefer to keep their calendars and notes strictly digital, and getting a paper planner might not make sense for them. 

If you're on the fence, she suggests asking yourself what's attractive about a paper planner. "I think for a lot of people, it's slowing down, right?" Cavoulacos said. "It's like the lack of distraction. It's the moments to think, to cross things off — the satisfaction of crossing things off." 

For Crown, it's more personal than a phone calendar. "It's your life in a book," he said. "[By] the end of the year, you have this book that was like, this is what I did. That's something that the phone doesn't do that well." 

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5 Important Appointments You Shouldn’t Forget to Schedule Before Traveling

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Angela Ruth

Business Tips , Calendar , Schedule

Sunday, May 26th, 2024

Schedule Appts Before Traveling

The weeks leading up to a big trip can be incredibly exciting. It’s fun to imagine all the places you’ll go, things you’ll experience, and memories you’ll grow to cherish. Don’t let all that excitement distract you from your obligations, however. You don’t want to be in the mountains or on the beach and realize you’ve forgotten something vital. So schedule these five important kinds of appointments before you set out on adventure.

1. Medical Checkup

The saying, “If you don’t have your health, you don’t have anything,” is, perhaps, even more true abroad than at home. You don’t want to come down with an illness brewing now when you’re exploring an unfamiliar place. Schedule a general checkup before you depart so your doctor can clear you for a healthy voyage.

Additionally, check up on your destination’s vaccination requirements. Some countries have diseases that aren’t a significant part of the illness ecosystem in the U.S. You may need to vaccinate to cross your destination’s borders in the first place. And even if you don’t, it’d be better not to fly to Asia just to spend two weeks in bed with Typhoid.

Finally, schedule a medical checkup after you return home. While getting a checkup before traveling is more common, many neglect their health after that. You’ll be exposed to foreign viruses and bacteria when traveling to a foreign country. While you’ll probably be fine, don’t risk something unsavory developing within you. Schedule a return checkup before you leave so you know you’ll be in good hands when you return.

2. Visas and Passport

Regarding travel requirements, ensure your visa(s) and passport are in order. Many countries require some form of visa to enter their borders. Some will simply give a temporary travel visa to someone with a U.S. passport upon arrival. But that’s not the case with all countries. It’s also not the case with all types of visas.

If you’re planning to work in the country you’re traveling to in any capacity, you’ll need the proper visa. If you’re young enough, usually under 30, you can apply for a working holiday visa in some countries. This is a great option for traveling the world while working odd jobs. If you’re traveling to a country specifically to work there, you’ll absolutely need that country’s work visa. These visas can take a long time to process, so get the ball rolling well in advance.

To get a visa, you’ll need a valid passport first. And many countries won’t accept yours within six months of its expiration date. Your passport is valid for ten years if you’re over 15. So check and see if you need to renew your passport if you haven’t done so in a while. Like a specialized visa, this process can take some time, so set a calendar reminder to book your appointment today.

3. International Driving Permit

The list of essential papers isn’t over yet! If you’re ever going to drive on international trips, you should have an international driving permit. This document contains your name, photo, and driver’s info translated into multiple languages. And thankfully, unlike a specialized visa or passport renewal, it’s actually relatively easy to get.

To get an IDP first ensure you meet the eligibility criteria. You typically must be at least 18 years old and have a valid driver’s license from your home country. Then, locate the relevant issuing authority, which could be an automobile club like AAA or similar organization. Complete the application form, provide your driver’s license, two passport-sized photos, and possibly proof of identity and residency. Don’t forget to pay the associated fee, and once your application is processed and approved, you’ll receive your IDP.

Remember, it’s only valid for one year from the issue date and must accompany your regular driver’s license when driving abroad. Be sure to research any specific requirements for the country you plan to visit. As a U.S. citizen, you can’t get an IDP in any other country than the States. So make sure to schedule an appointment to get yours before you leave. Even if you don’t plan on driving now, keep the door open for spontaneity when it comes knocking! You never know what cool ATV or motorcycle rentals might entice you.

4. Pet Care Arrangements

Traveling with a friendly companion? Then there are a few appointments you’ll want to schedule to prepare in advance. While traveling with a pet can be fun, executing correctly’s a careful process.

Just like with your own health, you must ensure your pet is in good condition to travel. Most airlines require a certificate of health no older than ten days for your pet to be eligible to board. Your pet will likely need various inoculations to receive that health certificate depending on where you’re going. As you can tell, this is a multi-step process, so schedule the necessary appointments ahead of time.

On the flip side, you must also prepare accordingly if you’re not bringing your pet with you. Start by perusing the bulletin board at your local vet’s office or asking your social network if they know anyone who is reliable to pet sit. There are many good-hearted people out there who want to ensure your pet is safe and sound while you’re traveling. Book interviews with potential sitters well in advance so you have ample time to choose the best one.

5. Co-Planning With Co-Travelers

One of the best parts of solo travel is that you get to do whatever you want whenever you want. One of the worst parts is how lonely it can get. Share the fun and make great memories by traveling with friends or family. Just plan well enough in advance so everyone’s on board.

Set up a time for your travel crew to meet in person or online. During this planning appointment, brainstorm where to stay, eat, and enjoy yourself. Give each ample time to express their wishes and expectations for this joint adventure. Then, with everyone’s desires clearly voiced, Google Maps can be used to see how everyone’s needs can most closely be met.

Keep in mind that not everyone will get what they want, as traveling with others involves compromises. However, if each individual is willing to compromise, then the group as a whole can thrive. Make this planning philosophy clear to your group from the get-go. With everyone on board, you can make the most of your exciting adventures together.

Prepare Now to Enjoy Your Travels to the Fullest

It’s funny how much work it can take to just move your physical location from one place to another for a couple of weeks. But all that work can be well worth it once you’re finally there and don’t have to think about it anymore. Do your best to frontload everything so you can enjoy your trip as worry-free as possible.

If you’re struggling to keep tabs on everything, organize and track that information on your digital calendar. If you’re not using one already, there are some great options, like Calendar , Google Cal, and Apple Calendar. Take advantage of these calendars’ amazing planning features to make the most of your next trip.

Featured Image Credit: Photo by Chanaka Madushan Sugathadasa; Pexels

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My name is Angela Ruth. I aim to help you learn how Calendar can help you manage your time, boost your productivity, and spend your days working on things that matter, both personally and professionally. Here's to improving all your calendars and becoming the person you are destined to become!

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AEON Biopharma Announces Strategic Resource Reprioritization and Cost Reduction Plan

IRVINE, Calif., May 29, 2024 (GLOBE NEWSWIRE) -- AEON Biopharma, Inc. (“AEON” or the “Company”) (NYSE: AEON), a clinical-stage biopharmaceutical company focused on developing a proprietary botulinum toxin complex for the treatment of multiple debilitating medical conditions, announced a strategic reprioritization and cost reduction plan as the Company evaluates all financing options to support next steps across its late-stage clinical pipeline for ABP-450 that targets multiple indications. The Company’s actions are expected to be sufficient to extend its cash runway into the fourth quarter of 2024.

“Following a strategic review of our resources, we made the decision to implement several cost reductions that will preserve cash while still supporting corporate activities. Upon securing additional capital, we would be positioned to announce a revised clinical development strategy for our pipeline of ABP-450 programs. We look forward to keeping shareholders apprised of our progress,” commented Marc Forth, AEON’s president and chief executive officer.

As part of the cash preservation strategy, AEON has reduced its workforce by approximately 55%. This includes the Company’s termination of Peter Reynolds as the chief financial officer, principal financial officer and principal accounting officer, effective as of May 17, 2024. Concurrently, the Board appointed Mr. Forth as principal financial officer and Jennifer Sy, the Company’s corporate controller, as principal accounting officer, each effective as of May 17, 2024. Mr. Forth and Ms. Sy will continue in their prior roles. These cost reduction actions will also include efforts to reduce additional operating costs and are expected to be substantially completed by June 2024.

“We are grateful for Peter’s contributions to the Company and wish him success in his future endeavors. Peter effectively guided AEON’s finance and accounting functions through multiple important milestones, including our business combination that resulted in AEON being publicly listed,” stated Mr. Forth.

In addition, subsequent to evaluating the topline interim analysis, which did not achieve its primary or secondary endpoints, the Company has discontinued the Phase 2 study of ABP-450 for the prevention of chronic migraine, which had previously completed enrollment and dosing of patients, and ceased enrollment and dosing of patients in the Company’s migraine open label extension study (the “OLE Study”). Patients in both studies will be monitored for safety purposes through the 12-week period following their last treatment. The Company will continue its analysis of interim data from the study.

About AEON Biopharma

AEON is a clinical stage biopharmaceutical company focused on developing its proprietary botulinum toxin complex, ABP-450 (prabotulinumtoxinA) injection, or ABP-450, for debilitating medical conditions, with an initial focus on the neurosciences market. ABP-450 is the same botulinum toxin complex that is currently approved and marketed for cosmetic indications by Evolus under the name Jeuveau. ABP-450 is manufactured by Daewoong in compliance with current Good Manufacturing Practice, or cGMP, in a facility that has been approved by the U.S. Food and Drug Administration, Health Canada and European Medicines Agency. AEON has exclusive development and distribution rights for therapeutic indications of ABP-450 in the United States, Canada, the European Union, the United Kingdom, and certain other international territories. The Company has built a highly experienced management team with specific experience in biopharmaceutical and botulinum toxin development and commercialization. To learn more about AEON, visit www.aeonbiopharma.com.

Forward-Looking Statements

Certain statements in this press release may be considered forward-looking statements. Forward-looking statements generally relate to future events or AEON’s future financial or operating performance. For example, statements regarding the closing of each installment of the Private Placement, AEON’s expected capital resources and liquidity needs and the anticipated timing of AEON’s clinical results are forward-looking statements. In some cases, you can identify forward-looking statements by terminology such as "plan", "possible", "forecast", "expect", "intend", "will", "estimate", "anticipate", "believe", "predict", "potential" or "continue", or the negatives of these terms or variations of them or similar terminology. Such forward-looking statements are subject to risks, uncertainties, and other factors which could cause actual results to differ materially from those expressed or implied by such forward-looking statements.

These forward-looking statements are based upon estimates and assumptions that, while considered reasonable by AEON and its management, are inherently uncertain. Factors that may cause actual results to differ materially from current expectations include, but are not limited to: (i) the outcome of any legal proceedings that may be instituted against AEON or others; (ii) AEON’s future capital requirements, including with respect to potential obligations pursuant to the forward purchase agreements; (iii) AEON’s ability to raise financing in the future; (iv) AEON’s ability to continue to meet continued stock exchange listing standards; (v) the possibility that AEON may be adversely affected by other economic, business, regulatory, and/or competitive factors; and (vi) other risks and uncertainties set forth in the section entitled “Risk Factors” and “Cautionary Note Regarding Forward-Looking Statements” in the Company’s filings with the Securities and Exchange Commission (the "SEC"), which are available on the SEC’s website at  www.sec.gov .

Nothing in this press release should be regarded as a representation by any person that the forward-looking statements set forth herein will be achieved or that any of the contemplated results of such forward-looking statements will be achieved. You should not place undue reliance on forward-looking statements, which speak only as of the date they are made. AEON does not undertake any duty to update these forward-looking statements.

Investor Contact: Corey Davis, Ph.D. LifeSci Advisors +1 212 915 2577 [email protected]

Source: AEON Biopharma

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    8. Fantastical 2. Fantastical 2 has long been a favorite among Apple users as one of the best calendar apps of 2023. It's packed with features like the ability to sync schedules with others, create events and reminders quickly with natural language and time zone support, and alerts.

  15. 10 Best Planner Apps To Organize Work Better (2022)

    Twobird is free to use for now and plans to offer premium plans in the future. 7. Google Calendar. Google Calendar is one of the best online calendar apps out there. It provides one of the best overviews of your work, meetings, and daily agenda. Scheduling remote meetings with Google Calendar is a breeze.

  16. How to Create a Marketing Calendar You'll Actually Use

    Noting them on a marketing calendar will help you plan and respond accordingly. Depending on your team's needs and workflows, you may also want to include details like the platform or channel, project description, assignees, deadlines, status, and resource links on your marketing calendar — but the type of marketing calendar often dictates ...

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    Works best when used in conjunction with other ZoHo apps. Get Started. ZoHo Calendar is a stand-alone personal calendar and scheduling app, although it allows for calendars to be shared between ...

  18. 18 Must-Have Best Planners for Entrepreneurs (2024)

    10. Ultimate Business Planner. Rather than a daily/weekly/monthly planner, this business planner takes on a slightly different approach. While it does offer daily and weekly planning and to-do lists, it also goes one step further by including sections for business branding, website building, and social media planning.

  19. Free Calendars and Calendar Templates

    Yearly Calendar Templates. Yearly Calendars. Most Popular, Multiple Formats XLSX A large variety of theme-enabled Excel templates. Choose the year, start month, and starting weekday. 3-Year Calendar. Multiple Formats XLSX Print a 3-year calendar for reference or planning. Enter the year and starting month. Choose Sunday- or Monday-first.

  20. 7 best free online calendars for 2024

    Apple Calendar is available for free on iOS and Mac devices and iCloud.com. 7. Zoho Calendar. Zoho offers a wide range of business apps, including CRMs, marketing tools, HR platforms, and team collaboration software. Zoho Calendar is an online business calendar that works best for internal team meetings.

  21. Blank calendar templates

    These editable calendar templates can be customized in Microsoft Word, Microsoft Excel , or Microsoft PowerPoint, depending on the template you choose. Easily change the font, colors, images, and more. There are a variety of calendar template designs available—explore simple calendars, blank calendars, content calendars, or professional ...

  22. How to Write a Business Plan in 9 Steps (+ Template and Examples)

    1. Create Your Executive Summary. The executive summary is a snapshot of your business or a high-level overview of your business purposes and plans. Although the executive summary is the first section in your business plan, most people write it last. The length of the executive summary is not more than two pages.

  23. Free and customizable calendar templates

    6,404 templates. Create a blank Calendar. Purple Pastel Floral Minimal Monthly Calendar 2024 Calendar. Calendar by boomdeii. Green Simple Minimalist Monthly Calendar. Calendar by Hilal Topkaraoğlu. Beige Minimalist 2024 Monthly Calendar. Calendar by Bekeen.co. Simple, universal calendar template.

  24. The 24 Best Planners of 2024

    Shop at Intelligent Change. Best reusable. Rocketbook Smart Reusable Everyday Planner. The last planner you may ever buy, with weekly, monthly, annual, to-do lists, goal templates and blank ...

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    Add to Calendar 05/29/2024 12:00 am 05/29/2024 12:00 am America/New_York Meeting cancelled: The matter has been transferred to a ballot vote (Fiscal Year 2024 Proposed Operating Plan: Alignment and Midyear Review)

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    CAVA stock swung 2.7% higher Wednesday after falling 8.8% in early trade. Shares intraday Tuesday hit a fresh all-time high of 86.25 before closing at 82.40.

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    5. Co-Planning With Co-Travelers. One of the best parts of solo travel is that you get to do whatever you want whenever you want. One of the worst parts is how lonely it can get. Share the fun and make great memories by traveling with friends or family. Just plan well enough in advance so everyone's on board.

  28. AEON Biopharma Announces Strategic Resource Reprioritization and Cost

    Nothing in this press release should be regarded as a representation by any person that the forward-looking statements set forth herein will be achieved or that any of the contemplated results of ...

  29. 2024-00648

    The applicant has submitted plans and studies required by HRM staff to properly evaluate the application. The documents are also available for review at the Planning Applications office in Downtown Halifax. 1. Design/ Planning Rationale 2. Floor Plans