Free Business Plan Doc | Template Download

Bootstrap Business Plan | Template Document

Strap up the laces on your business and tighten up your operations with a simple strand organized into one plan.

Bootstrap Business Plan

Write: Company Executive Summary

Write your executive summary last! Complete a summarized statement that entails business overview, operational segments, founding, and listings.

Write: Company Overview

Determine business goal objectives. Manage guided implementation and organize all company business appendices and documentation.

Decipher daily progress as inputs, processes, and outputs. Find innovation and new levels of growth.

Determine the internal control operations as well as the segment operations for productivity.

Write a business philosophy that corresponds with business industry and expressed ethical treatment. Comply to legal format for doing business as.

Build a business model to visualize the complete business structure. Reference any alliances/partnerships to the company.

Write: Product/Service Portfolio

Identify the product/service. What products and services does the company offer? What is the price cost to set up the product/service and is there any rate, license, or agreement to comply with the request of product/service?

Describe a product/service in an overview statement. Determine the social status, admiration, affiliation, safety and physiological attributes of the end result.

Declare your product/service specifications. Examine the key characteristics and list the elements in a product/service profile.

Find the product/service benefits and list them as well. Read into your product/service benefits to find the truest value. Outline your client qualities in a listed profile. State client benefits that are key to the product/service value.

Marketing Plan

Strap Up For Marketing

Walking a mile in the shoes of your target market is key. How does one find a solution to their problem? What media and planning are in place to funnel knowledge that is being sought after? It can be a vicious cycle..

All is right though, you just need to know you and the viewpoint of value.

Others will find the same value you seek and it can be very simple and measured.

Small and large companies possess the same demand for strategy.

A company has to get a boot in the door or else opportunity is lost.

Whether a store is brick and mortar or a web application, it is essential to be discovered with Key Point of Interests.

An important factor to figure is how to get more traffic thus, sales.

The use of a marketing plan will accommodate order of operations so you can gain a Return On Investment.


+ Know The Target Market

+ Follow Up

+ Keep Up With Competition

+ Use Publicity Often

+ Deliver More Than Promised

+ Use Communication

+ Reward Customer Loyalty

+ Advertise Now

+ Test & Report

+ Research New Markets

+ Ask For Referral

+ Outstanding Customer Support

+ Review Then Act Swiftly

Identify Target Market

Find What Is Valued This Year

Optimizing your market plan to a target market is the best thing you can do for your business outreach. You have to get into the hands of the people who need you most.

Two primary strategies to reach these kinds of markets is through increasing your social signal and building a brand that has a story.

You want to serve the quality of quantity when it comes to marketing. There is no magic number for this market development.

The marketing department must understand the physiological and psychosomatic approach to the industry.

Marketing is simply an opportunity to get out there in front of an audience and to send a clear message about what you have to offer in value to their life. You want to make a social signal impression.

How will a target market reach to your engagement? Do your marketing materials represent your brand?

People will react to the portrayal and recollect an impression of value based on the marketing strategy you choose.

Once you determine an industry you will have to determine the profile of the market.

You can keep a marketing profile vague or you can laser in on a niche target market profile.

This is completely up to preference. Once a target market profile is envisioned, a marketing mix is implemented.

Keep your marketing plan going in the right direction by connecting to the target marketing audience with credibility, value benefit, and opportunity, and emotional connection.

Make sure to do what is worthwhile for your target market. The network created is the business’s net worth.

Find a competitive advantage, yet have empathy when providing marketing so the culture is accustomed.

If you can’t measure it, you can’t improve it

Combine quantitative with qualitative data

Turn quantitative to qualitative

Consider the rationality

Power trumps data

Mapping energy by measuring (survival rate, burnout zone, max performance, recovery time)

Analyze all your data

Data won’t wade the mind Focus on the personality types (Coaches, Visionaries, Sages, Critics)

Research should be a story experience

Optimize, research, and simplify!
Marketing Materials

Marketing materials are designed to hold an impression in the market long after first impression. Market materials can vary in industry standard and can also be a creative endeavor. The materials are a take away to represent the business message. 

Marketing Engagement

Keep up with the hype! Communicate and be active about reaching people. The guerrilla tactics of engagement change constantly. You can find yourself promoting handouts, word of mouth, or managing a mystery event. It really depends on the way business gets handled and converted into a sale.


Marketing Channel

The marketing channel is the business seed of success. It is the funnel, stream, platform or profile that holds together the marketing vision. You can find that a marketing channel can have various outlets that organize marketing materials, and lead to further marketing engagements. The marketing channel retains all the knowledge of the business and much more.


Marketing Agenda

Organize a schedule set of events that completes the marketing cycle. Find the need daily motions for each week to maintain consistent outreach. A simple calendar or phone app can help complete this step.  


Segment Market Classification
Organization of ability to service demand or an offered value. Know the size and growth potential of a market segment. Is the intensity of the competition firm and saturated?

Small segments known as niches are best to tackle due to low competitive opportunities. Identify the segment, target, and an approachable position.

Marketing looks at patterns of interest, demographics, lifestyles, geography, benefits sought, and psycho-graphics. Study and understand the cultures of countries in which they do business. Determine what aspects of a global market need to be managed globally & locally.
  • Global Market 
  • International Markets 
  • Regional Markets 
  • National Markets 
  • Local Markets 
  • Cooperative Markets 
  • Hyper-segmented  Markets
The Marketing Animal Instinct
Evaluate criteria for a relevant brand and value. Challenge consumers to rate brands against market criteria.

Marketing is the vessel to reach people while sales are totally different species. It is a platform system that applies a variety that all depends on the target market(s).

Build a massive audience in emerging markets and then become an attractive acquisition for another company entity.

Content is the critical factor to grow and engage an audience online. Use an agile approach to produce, test and measure marketing tactics in real-time.

Use the scientific approach to hypothesize, test, learn and pivot. Don’t reinvent the wheel, keep it simple and inspire from other content. Research keywords and topics for tailored content that interest your audience.

Identify Salient Beliefs

Develop Marketing Responses

Create Marketing Channels

Create Marketing Materials

Implement Marketing Agenda

Research & Analysis

The Sales Animal Instinct
A sale is a staged situation that has to maintain direct navigation. Consumers don’t do buy something for the brand, they buy for the relationship.

Sales must be a perception of a functional or emotional need. The consumer will make a purchase evaluation based on variant internal and external information.

They will seek improvements and options. Appreciate your customers, the relationship is strong in business, let the customer feel and know they are empowered.

Additional Focus: Extend or limited problem solving, habitual variety, & brand loyalty.

Know The Problem 

Necessary Pay-Off

Watch Behavior

Declare Operational Objective

Operational objectives are focused on segments and processes. 

Stage of Development Implementation Timetable

Create a milestone list regarding the objectives to complete for further overall operations.

Determine the critical path steps, the time to complete these steps, the actual time involved, any required steps to complete the current step, and who is responsible to complete these steps.

Production Workflow

A description of how the product/service is made. Determine the strategy workflow (why & when?), tactic workflow (where & how?), and operation workflow (What?) Some key workflow operations include;

+ Guidance

+ Legal

+ Finance

+ Human Resources

+ Marketing

+ Sales

+ Production

+ Sales

General Agenda

Outline of day-to-day operations, hours and days of operation. Create a daily operations staffing schedule. 

Hours Of Operation

The amount of hours to operate the business throughout the day, week and year. Holidays, special events and essential business hours of operation should be included.

Staffing Schedule

This schedule is reliant on employment and should be managed by an overseer. Staffing shifts are based on hours of operation and overtime demands. Staffing schedules are flexible enough to plan ahead if an employee is absent from their role.

Production Process

The detailed process of day-to-day operation. Create a visual representation of production process. Explain how long it takes to produce a unit, when can you start producing the product/service and the factors that affect the time-frame of production. State how to deal with potential problems like rush orders.

Operation Sample

Describe the company operation in a versatile statement. Focus on the following elements;

Facility Property & Plant: The premises of type and size of the location. Include the floor map layout of locations, leasing agreements, real estate appraisals, the worth of the land and buildings required and the importance of each facility.

Equipment: How much and what tools/utilities you need to operate. Include the worth and cost of equipment.

Resource Supplies: Provide information about suppliers regarding name, pricing and terms & conditions of each. Requirements for technology, accounts, water, power, drainage, ventilation and zoning approval permissions.

Production Materials: The materials needed to produce a product/service and what terms are negotiated with the material suppliers.

Inventory: How to keep track of inventory perpetual, periodic, specific identification, FIFO, LIFO, or Moving Average.

Chain of Command: Management hierarchy and leadership.

System Safety & Restrictions: State the restrictions enabled for protection and safety during the operational process.

Quality Control & Recovery System: Describe the product testing, price testing, and prototype testing. Include the risks and training involved to handle each risk. How does the business plan on keeping control of product/service quality? What is the measure of set-up to establish control certification?

System Quality Control Model: 

Determine the conditions, a good statue value, a marginal status value, and failure status value. The diagram below is used to systematic accomplish a final result. Logic base of inputs, processes, and outputs will be administered to each singularity operation.

*Sample Diagram Coded in format*


| :—— | :—— | :——: | ——: | ——: |

| —— | —— | ⯆ | —— | —— |

| —— | —— | ⯆ | —— | —— |

| —— | —— | ⯆ | —— | —— |

[ ] Step 1

[ ] Step 2

[ ] Step 3

[ ] Step 4

[ ] Step 5

[ ] Step 6

[ ] Step 7

[ ] Step 8


Organization Chart Of Command

State the commander title and role each operation and subset. 

Employee Description

Every company serves the customer no matter the structure of management. The customer determines demand and what the company shall experience. 

[Management Profile Sample]
Title: Owner (Name)

Contact: #phone || @email

Overview Of Position: Write about the job requirements and abilities.

Primary Objectives: Main goals to complete.

Soft Skills: Dependency skills.

Hard Skills: Critical and independent skills.

Assigned Accesses: Accessibility to designated assets and company resources.

Salary and Benefits: Revenue and beneficial policy agreements.

Principle Management: Who does this manager communicate with in response to operation demands.


Start Up Expense Budget

Create a spreadsheet for the cost, and expense description.*

12 Month Financial Projection

Organize a financial spreadsheet for revenue and expense.*

Bank Account Information

Business Bank Account | —— |

Bank Account Name: | —— |

Date Created: | —— |

Name Of Bank: | —— |

Bank Contact Information: | —— |

Online Banking URL: | —— |

Transit Number: | —— |
Account Number: | —— |
Routing Number: | —— |
Swift BIC Code: | —— |
Card Account Name: | —— |
Cardholder Name: | —— |
Billing Address: | —— |
Card Expiration Date: | —— |
CVC Code: | —— |
Debit/Credit | —— |
Comments: | —— |

Merchant Payment Point Of Sale Method

Point of Sale | —— |

Account Name: | —— |

Username: | —— |

Password: | —— |


Building Resourceful Appendices

Appendices are reference resources that are developed separately as their own entity away from the business plan. 

Legal Appendices

1. Standard Contract/Waiver 

  • About This Agreement
  • Definitions
  • Authorization
  • Specific Title of Service
  • Standard Service Elements
  • Special Instructions
  • Maintenance and Hourly Rate
  • Completion Date
  • Payment of Fees
  • Timely Payment of Fees
  • Assignment of Project
  • Legal Warrant
  • Copyrights & Trademarks
  • Laws in Affect
  • Sole Agreement
  • Initial Payment and Refund Policy
  • Disclaimers
  • Termination
  • Warranties 
  • Confidential Information
  • Remedies
  • Governing Law and Dispute Resolution
  • Severability
  • Captions
  • Consent Signature
  • Addendums

2. A contract for Goods Sale 

  • Sales of Goods
  • Invoices, Payments
  • Delivery; Title; and Risk of Loss
  • Disclaimer of Warranty; Due Diligence
  • Limitation of Liability
  • Limitations of Actions
  • Security Interest
  • Governing Law and Designation of Forum
  • Force Majeure
  • Assignment; Delegation
  • Recovery of Expenses
  • Entire Agreement
  • Amendments
  • Effectiveness; Date
  • Signatures

3. Terms of Service/Terms & Conditions Agreement

  • Copyrights
  • Prices
  • Payment Terms for Services
  • Trademarks
  • No Licenses
  • Cautions Regarding Forward-Looking Statements
  • No Warranties of Representation
  • Who May Use the Services?
  • Information Collection and Use
  • Communications
  • Cookies
  • Security
  • Changes to This Privacy Policy
  • Parody, Commentary, and Fan Account Policy
  • EU-US Privacy Shield Policy
  • Contact Information
  • Content on the Services
  • Using the Services
  • Disclaimers and Limitations of Liability
  • General
  • Privacy Policy
  • Information Collection & Use
  • Log Data
  • Communications
  • Cookies
  • Security
  • Changes to This Privacy Policy
  • Contact Information

5. Company Code of Conduct

  • Company Philosophy
  • Boundaries and Use of Company Title
  • Abusive Behavior
  • Spam

6. Supplier Code of Conduct

  • [Company Title’s] Mission
  • Human Rights and Labor
  • Discrimination & Harassment
  • Forced Labor and Human Trafficking
  • Child Labor
  • Working Hours
  • Association and Grievance Mechanisms
  • Health and Safety
  • Environmental

7. Environmental Protection Policy

  • Construction Laws
  • Pollution control
  • Air quality
  • Water quality
  • Waste management
  • Contaminant cleanup
  • Chemical safety
  • Resource sustainability
  • Impact assessment
  • Water resources
  • Human Rights
  • Mineral resources
  • Mining Laws
  • Forest resources
  • Wildlife and plants
  • Fish and game
  • Agriculture Laws

8. Advertising & Marketing Law Guideline

  • Under the law, claims in advertisements must be truthful, cannot be deceptive or unfair, and must be evidence-based. For some specialized products or services, additional rules may apply.

9. Intellectual Property

  • Patent Policy
  • Patent Pledge
  • List of Company Patents

10. Copyright Policy

  • Introduction
  • Topics Covered
  • List of Company Copyrights

11. Trademark Policy

  • Trademark Introduction
  • Topics Covered
  • List of Company Trademarks

12. License Agreement

  • Subject Matter
  • Extent of License
  • Fees
  • Infringement
  • General Considerations
  • Governing Law
  • Signature

13. Anti-Trust Policy

  • Purpose
  • Activity Conduct
  • Compliance
  • Investigation Process & First Instance Decision
  • Disciplinary Action

14. Bankruptcy Policy 

  • Overview
  • Purpose
  • Bankruptcy Forms and Schedules
  • Credit Counseling Requirement
  • Schedule A/B: Property
  • Schedule C: The Property You Claim as Exempt
  • Schedule D: Creditors Who Hold Claims Secured by Property
  • Schedule E/F: Creditors Who Have Unsecured Claims
  • Schedule G: Executory Contracts and Unexpired Leases
  • Schedule H: Your Codebtors
  • Schedule I: Your Income
  • Schedule J: Your Expenses
  • A Summary of Your Assets and Liabilities and Certain Statistical Information
  • Declaration About an Individual Debtor’s Schedules
  • Your Statement of Financial Affairs for Individuals Filing for Bankruptcy
  • Statement of Intention for Individuals Filing Under Chapter Bankruptcy
  • Statement About Social Security Numbers
  • Filing Your Petition
  • Creditor Mailing List
  • What Happens Next?

15. Securities Policy

  • Purpose
  • Responsibilities
  • Policy Definitions
  • Acceptable Use Policy
  • Internet Policy
  • Network Security Policy
  • Wireless Network and Guest Access Policy
  • Antivirus Policy
  • Access Control Policy
  • Remote Access Policy
  • Password Control Policy
  • Email Policy
  • Transactions Policy
  • Confidential Policy
  • IT Assets Policy
  • Dissemination of Material, Nonpublic Information
  • Reporting Persons
  • Physical Security and Incident Response Policy
  • Outsourcing Policy
16. Employment Labor Policy
  • Introduction
  • Hiring & Firing Discipline
  • Health & Safety Standards
  • Workday Hours, Holidays, & Leave of Absence
  • Code of Conduct
  • Employee Compliance
17. Independent Contractor Agreement
  • Introduction
  • Services to Be Performed
  • Payment
  • Expenses
  • Vehicles and Equipment
  • Independent Contractor Status
  • Business Licenses, Permits, and Certificates
  • State and Federal Taxes
  • Fringe Benefits
  • Unemployment Compensation
  • Workers’ Compensation
  • Insurance
  • Indemnification
  • Resolving Dispute
  • Confidentiality
  • Proprietary Information
  • No Partnership
  • Assignment and Delegation
  • Signatures
*Consult a Professional Attorney & Contact a Government Agency*
Finance Appendices


{Financial Assessment}

1. Account Budgets
2. Payroll Schedule
3. POS & Inventory Method
4. Profit-Loss Projection


{Investment Analysis}
1. Pillar of Success
2. Financial Investment Plan
3. Investor Recap

{Financial Preparation}
1. Instructions
2. Chart of Accounts
3. Journal
4. Ledger
5. T-Accounts
6. Adj. Journal Entries
7. Post Journal Entries
8. Trial Balances
9. Income Statement
10. Statement of Equity
11. Balance Sheet
12. Statement of Cash Flow


{Securities Exchange Commission Forms & Registration}
1. Registration Statements
2. 10-K Report
• Company Cover Page
• Summary of Management’s Annual Report on Internal Control Over Financial Reporting
• Report of Independent Registered Public Accounting Firm
• Income Statement
• Shareholders’ Equity
• Balance Sheet
• Statement of Cash Flow
• Statement Notes
3. 10-Q Report
4. 8-K Report
5. Proxy Statement
6. Schedule 13D
7. Form 144
8. Foreign Investments
9. Reading the SEC Forms

*Consult a Professional Accountant & Contact a Government Agency*


Human Resource Appendices

{Employment Preparation} 

1. Operation Manual Handbook
• Daily Tasks
• Desktop Inventory Worksheet
• Error Code & Messages
• Follow-Up Action Report
• Inspection Report
• Operations Task Tracking Form
• Responsibility Matrix

2. Company Policy Handbook

3. Workplace Notice & Labor Laws Board

4. Obtain Company Employer Identification Number (EIN)

5. Worker Benefit Programs

6. Register with State’s New Hire Reporting Program

{Recruiting Process}

1. Employment Options:
(Independent Contractor)
• Operates under a business name
• Has his/her own employees
• Maintains a separate business checking account
• Advertises his/her business’ services
• Invoices for work completed
• Has more than one client
• Has own tools and sets own hours
• Keeps business records

• Performs duties dictated or controlled by others
• Training for work to be done
• Works for only one employer

2. Post Job Opening Application/Questionnaire Form

3. Review/Receive Proposals & Recruit Resumes

4. Employee Eligibility Verification Process

5. Schedule Interview Process

6. Schedule Assessment Meeting

{Employee Records}

1. Copy of Resume

2. Company Policy Agreements

3. Job Profile Overview

4. Establish Scheduled Working Hours

5. Compensation & Benefit Negotiations

6. Payroll Deposit & Payment Method Options

7. File Tax Forms (W-4, W-2, I-9, Etc.) Federal Income Tax Withholding, Federal Wage & Tax Statement, and State Taxes

8. Assign Equipment & Access

• Account Access to Information Database
• Assigned Supplies & Equipment

9. 90-Day Evaluation of Continued Hire

10. Resignation Application

{Client Information Form}

Ex. Printed Form

{Customer Relation Management Spreadsheet (CRM)}

Ex. Customer Log

{Sales Portfolio}

1. Custom Folder Design w/3.5in x 2in Pocket for Business Card Material

2. Company Business Information Card

3. Price Sheet Digital/Print Document

4. Client Information Form

5. Online E-Commerce System Platform

{Invoice Template Form}

Ex. PayPal

{Point of Sale Transaction Method} 

Ex. PayPal

{Order Request Template Form}

Ex. Service/Product Operation Database Submission

* Consult a Human Resource Expert As Advised *

Marketing Appendices

{Market Research Plan}

1. Research Analysis

2. Research Analytical Data
• Acquisition
• Behavior
• User Flow

{Agenda Planner}
1. Release Times

2. Events & Meetings
3. Managed Assignments
• Publish Digital Promotions
• Enable Advertising Services
• Implement Social Engagement Strategy
• Distribute Promotional Materials
• Execute Agenda Objectives

{Market Material Archive}
1. Branding Personalization
2. Social Engagement Materials
3. Digital Promotion Materials
4. Advertisement Materials
5. Promotional Prints
6. Promotional Products

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