product business plan template

Powerful business plan templates

Plan for the future, no matter what your business plans are or the size of your business with these designs and templates. whether it's just one big project or an entire organization's worth of dreams, these templates will keep you and your company on track from ideation to completion..

Put your ideas to work with simple templates for every business plan

Every successful business took a lot of planning to get there, and these templates will be cornerstones of your future success. Whether you're looking to attract new business, pitch your services or reimagine your company, with these simple, customizable templates at your fingertips you can turn complexity into something tangible. These templates can become marketing assets or simply remain internal touchpoints for your team. And as your dreams change, you'll always have this template to refer to – it's easy to change what exists on paper. If you're a small business, focusing on your niche can help you dominate in your field, and you can forge a plan to figure out exactly what that niche might be and how to target your ideal customer . When it's time to share your vision with stakeholders, craft a presentation that outlines your plan succinctly and with style. Let these templates from Microsoft Designer be your partner in business strategy for years to come.

FREE Product Business Plan Templates

If You Want to Sell More Products, Create a Product Business Plan Using Template.net's Free Templates. You Can Also Use Our Professional Documents to Create a Development Plan, Food Cookbook, One-Page Agreement, Startup Business Plan Outline, Target Market Research, Sample Proposal, Company Schedule, Product Launch Event Planner, and Lean Ledger. Download Now!

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Product Business Plan Template

Having a plan or outline set in place is never an unwise move, so get the best there is to offer by looking into our product offerings like Products Business Plan Template . We guarantee that this is 100% customizable, printable, and available in file formats such as Google Docs , Microsoft Word , and Apple Pages. Having this at your disposal can help make sure that every bit of success you want becomes achievable in the best process ways. Act quickly and buy our subscription plan right now so you too can download this high-quality product business plan template for yourself!

What Is a Product Business Plan?

A product business plan is a crucial document wherein a business details all the necessary information related to the marketing plan, strategy plan, and marketing analysis of any new product that is to be introduced. Such documents can range from simple and direct to the point or complex and convoluted. Among its contents will include an executive summary, the vision, mission, and financial profile of the company, among various others. Also included in a business plan template would be the related materials and documents.

How to Create a Product Business Plan

The process of creating a product business plan does not have to be an overly difficult or tiring process. In truth, it can be as simple and hassle-free as you want it to be, provided you have the right guidelines of course. With that said, take a good look at the step-by-step instructions below and use it to help steer you in the right direction.

1. Download The Template That Best Suits Your Needs

To make things easy for yourself, it is best that you get a document template so that you do not have to start the entire creation process from scratch. Find a template that already has the pre-existing content, designs, and layouts that match what you want or need in the closest possible way.

2. Review The Pre-Existing Content Before Editing

There is no doubt that you would want to include your own information, but sometimes the pre-existing content can be good enough to use as is. Look for sections that you do not need to edit much so that you can further save yourself some time.

3. Add All The Relevant Details Regarding Your Products and Services

This is the part where you need to be as clear and concise regarding the products and services that your company has to offer. Doing so will inevitably include who is being marketed to, their buyer profiles, the tactics and marketing strategic plans to employ, the costs of pulling this off, and so much more.

4. Proofread What You Have Written

Before you can truly say that you are finished with your product business plan, you must first double-check your work and look for anything that you can possibly improve or fix. Due to the level of importance that this document has, it is imperative that it contains as little errors as possible, so be sure to sniff out any typos, grammatical errors, and potential misinformation contained within your printable plan.

5. Make a Decision as to Whether You Should Print It or Send Digitally

The last step of this overall process is for you to make a choice regarding how you are going to utilize the business plan once it has been proofread. Many would like a physical copy of their own work plans , so printing is often the way to go, although there are those who prefer to keep things digital and will be content to sending it via email to others.

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6 Free Business Plan Templates for Product Managers

Editor's note: Guided templates are now available in all Aha! Notebooks plans. (Templates are also available in Aha! Roadmaps , Aha! Ideas , and Aha! Develop .) Each template was created by product development experts, is fully customizable, and ready to use right now.

Lightweight business plans are not just for startups. These tools can be just as valuable for product managers at big companies with established products. Because even if you are not capturing plans to develop and build your company’s first offering, you still need to make a business case for the opportunity you are pursuing.

Rather than build out a business plan from scratch — start with a template that will help you quickly communicate what is most important.

A business plan can serve many purposes depending on your goals. You can use it to define the key elements of a new product you are developing. Or if you are at a mature company, it can be used to summarize your strategy for a new market opportunity.

Our team at Aha! knows how important it is to choose the right plan that serves your goals. That is why we include so many different types of business planning tools in our product roadmapping software — including a comprehensive business model builder based on our 20+ years of experience building breakthrough products and software companies.

But what if your company is not yet ready to sign up for Aha! or does not have access to these kinds of tools? You still need to organize your thinking, define your assumptions, and share your plans. So we created six business plan templates for you to download at no cost .

Along with SWOT templates and roadmap templates , these latest templates are designed to be quick and easy to use to help you with your strategic planning. The templates are fully customizable so you can adapt them to your unique situation and download in both spreadsheet and presentation file format.

Think about your most pressing need and who you will be sharing this information with. Because whether you are using a purpose-built tool or a static template for your planning, you want to choose the view that will work best for your audience.

Here are six scenarios where a business plan template can help:

Lay the foundation

Define the problem, understand the customer, survey the market, analyze the product, plan your marketing.

Often the most useful thing for a broad audience is to represent the foundational elements of your plan in a simple layout. In those cases, you want to present the fundamentals like key messaging, customer pain points, and future opportunities in a single view. This makes it easy for stakeholders from all across the company to understand the business model and provide their input.

Sometimes you want that single view, but you also want to center the conversation around the main problems the customer is trying to solve. The ideal template will direct your audience’s attention to the top customer challenges and succinctly capture how your product addresses each one.

Generally, you will not target your product at a single customer segment but several. Building a profile and business plan for each one is a lot easier when you start with a good template — one that lets you define both the set of customers and your approach to serving them. You can then compare and contrast the plans for each segment and decide which customers you are best positioned to deliver a superior product experience to.

You want to make strategic decisions. For that, you need to see the competitive landscape . You do not want to react to every competitor move, but you do need to know what alternatives customers have to your product. Start with a template that summarizes the market and outside threats — both existing and potential.

Just as you need to understand the market, you also have to be realistic about your product’s place in it. A business plan that conducts a strategic analysis of your strengths, weaknesses, opportunities, and threats can illuminate what your product is doing well and where it can do better.

In order to successfully market a product, many teams focus on the 10Ps: product, price, people, process, promotion, programs, place, physical environment, partners, and positioning. The right template allows you to answer the key questions about each of these elements. Then, together, the team can develop and execute a winning go-to-market strategy.

The right template can help you make your product plans easily understandable for your key stakeholders.

It helps you zero in on what is most relevant and present it in a visually accessible and logical layout. When others can grasp the information and provide their insights, it makes your plan that much stronger.

Build product like you always wanted. See for yourself — start a free 30-day trial.

Additional resources

Business plan templates

How to build a business model

What is a business roadmap?

Ron builds lovable products. He was the vice president of product management and UX at Aha! — the world’s #1 product development software . Ron has more than 15 years of experience in entrepreneurship and leading product teams. Previously, Ron founded and sold his own company and has been on the founding team of multiple venture-backed companies.

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What is a business plan?

A business plan is a document that helps small business owners determine the viability of their business idea. Combining market research and financial analysis, a professional business plan helps startup CEOs and potential investors determine if the company can compete in the target market.

Typically, a good business plan consists of the following:

• Executive summary
• Company description
• Mission statement
• Product and services
• Marketing plan
• Operations plan
• Management organization
• Financial plan
• Conclusion & appendix

Every section involved in a business plan is designed to help startup businesses reach their target market.

A business plan asks founders and entrepreneurs to detail their business strategy in a step-by-step process that makes sense from an operational perspective. This is essential if a startup is seeking a business loan or an investment from a venture capital firm.

However, even small businesses that are already economically viable can benefit from creating a business plan, since it encourages business owners and their management teams to examine their business model and reevaluate the best ways to reach their target customers.

Should I use a business plan template?

Yes.  If you’ve never written one, a business plan can be challenging to write.

Creating a successful plan that you can use to grow your small business can require weeks of market analysis and financial preparation. You may spend time using Microsoft Excel or Powerpoint in order to create documentation which better supports our operational decisions.

However, almost every professional business plan is structured in the same way and most ask for the same information. Because of this, using a business plan template is advisable to save time, money, and effort.

Business plan templates for free

Rather than spending time trying to figure out how to write a business plan , use a free template as a guide to completion.

Business plan templates from PandaDoc can help you reach an effective go-to-market strategy even faster by asking you to provide all the relevant information you need when creating an effective business plan.

Grab a free template to get started!

Frequently asked questions

How many pages should my business plan be.

This depends on the kind of business plan you need to write and how you intend to use the plan that you create.

For example, a plan for a small business seeking potential investors or a business loan will need to provide income statements, cash flow statements, and a balance sheet (usually for a three-year or five-year forecast period).

These financial statements can be omitted if a small business owner isn’t seeking funding and is instead planning to use their business plan as a guiding document for themselves and their management team members.

Some business plans may only run a few pages. Fully-developed business plans can be as long as 50 pages. Much of this depends on the type of business, the operational strategy, and the level of detail that goes into developing the business plan.

Who needs a business plan?

Every business should have a business plan. This is an essential guidance document for any founder or CEO.

Good business plans help a company determine the viability of its place in the market and can help the business develop better strategies for differentiating itself from its competitors.

Business planning also forces business owners to evaluate their marketing strategy, the cost of customer acquisition and retention, and how they plan to grow their business over time.

What is the best business plan template?

Business plans come in all shapes and sizes. The best business plan template for your business is one that you understand and that matches the size and legal structure of your operation.

If you’re a sole proprietor, a business plan template designed for a big corporation probably doesn’t make sense. However, a business plan that helps you build an effective roadmap to grow your business while protecting your intellectual property is a good starting point.

PandaDoc offers specialized business plan templates for common industries along with tips to help you get started with business planning.

Should I hire someone to write my business plan for me?

No. You’ll find freelance writers and business strategy companies out there who are happy to write your business plan for a fee.  These resources can guide you through the process, but you should write (or be heavily involved in) the creation of your business plan.

The reason for this is simple: You know the most about your business, and your business needs you to succeed.

A writer can work with you to make your business plan sound better to investors, and a consultant can help you fill in knowledge gaps — like how to conduct a SWOT analysis — and point out weaknesses in your plan. But, at the end of the day, you need to use the business plan to pitch investors and run your business.

Those ideas and guiding principles aren’t something you can outsource.

Should I use business planning software?

Software isn’t required when creating an effective business plan. Most business planning software is designed to help you navigate the outlining and writing process more effectively.

You don’t need software to write a professional business plan, but a solid template can help you get started. Download a free template from PandaDoc today and take your business to the next level.

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Digital Product Business Plan Guide and Template

Learn how to create your own comprehensive business plan with our free guide and template for digital product businesses. we cover everything from defining your digital product business to developing your business plan to starting to grow and scale your business, in this free , you will learn:.

• How to define your digital product business
• Digital product business plan template
• Explanations of the different business plan parts and how to develop them
• Tips on scaling your digital product business

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Business Plan Template for Product

• Great for beginners
• Ready-to-use, fully customizable Subcategory
• Get started in seconds

Starting a new product-based business can be both thrilling and overwhelming. As an entrepreneur or business owner, you need a solid roadmap to guide you through the entire process, from conceptualization to execution. Look no further than ClickUp's Business Plan Template for Product!

This comprehensive template empowers you to:

• Define your product's unique value proposition and competitive advantage
• Identify and analyze your target market to ensure you're reaching the right customers
• Develop effective marketing strategies to maximize product exposure and drive sales
• Create accurate financial projections to secure funding and monitor business growth
• Craft a robust business strategy that sets you up for long-term success

With ClickUp's Business Plan Template for Product, you'll have everything you need to launch and manage your product-based business with confidence. Get started today and turn your vision into a thriving reality!

Business Plan Template for Product Benefits

A business plan template for a product can provide numerous benefits to entrepreneurs or business owners, including:

• Streamlining the process of creating a comprehensive business plan
• Ensuring a clear and concise articulation of the product's value proposition
• Guiding the identification and understanding of the target market
• Helping to develop effective marketing strategies to reach and engage customers
• Facilitating the creation of realistic and accurate financial projections
• Assisting in the development of a solid business strategy for successful product launch and management
• Providing a framework for evaluating and adjusting business goals and objectives as needed

Main Elements of Product Business Plan Template

ClickUp's Business Plan Template for Product is the ultimate tool for entrepreneurs and business owners to effectively plan and manage their product-based business. Here are the main elements of this template:

• Custom Statuses: Keep track of the progress of each section of your business plan with statuses like Complete, In Progress, Needs Revision, and To Do.
• Custom Fields: Utilize the Reference, Approved, and Section custom fields to provide additional context to your business plan and easily categorize and filter information.
• Custom Views: Access different views such as Topics, Status, Timeline, Business Plan, and Getting Started Guide to visualize and organize your business plan in a way that suits your needs.
• Collaboration and Organization: Collaborate with your team in real-time, set due dates, assign tasks, and attach files to each section of your business plan.
• Document Creation: Use ClickUp's powerful Docs feature to write and format your business plan directly within the template, ensuring everything is in one place for easy access and editing.

How To Use Business Plan Template for Product

Are you ready to launch your new product and need a solid business plan to guide you through the process? Look no further than ClickUp's Business Plan Template for Product. Follow these five steps to create a comprehensive business plan that sets you up for success.

1. Define your product and target market

The first step in creating your business plan is to clearly define your product and identify your target market. What problem does your product solve? Who are your ideal customers? Conduct market research to gather insights and create buyer personas to guide your marketing efforts.

Use the Docs feature in ClickUp to outline your product's unique features and benefits, and create a section dedicated to your target market.

2. Analyze the competition

To stand out in the market, you need to understand your competition. Research similar products and identify their strengths and weaknesses. This analysis will help you position your product effectively and identify opportunities for differentiation.

Use the Table view in ClickUp to create a competitive analysis, listing key competitors, their products, and their unique selling propositions.

3. Develop a marketing strategy

Now that you have a clear understanding of your product and competition, it's time to develop a marketing strategy. Determine the channels and tactics you will use to reach your target market. Will you focus on digital marketing, social media, or traditional advertising? Outline your pricing strategy, distribution channels, and promotional activities.

Utilize the Calendar view in ClickUp to create a marketing timeline and schedule key milestones and campaigns.

4. Outline your financial projections

A solid business plan includes financial projections that demonstrate the viability of your product. Estimate your revenue streams, costs, and expenses. Consider factors such as production costs, marketing expenses, and pricing strategy. Create a sales forecast based on market research and industry trends.

Use custom fields in ClickUp to track and calculate financial projections, such as revenue, costs, and profit margins.

5. Set goals and milestones

To keep your business plan on track, set clear goals and milestones. Define specific, measurable, achievable, relevant, and time-bound (SMART) objectives. Break down your goals into smaller milestones to track progress and ensure accountability.

Use Goals in ClickUp to set and track your business plan objectives and align them with your team's tasks and projects.

By following these five steps and using ClickUp's Business Plan Template for Product, you'll have a comprehensive and actionable business plan that will guide you towards success. Start planning today and watch your product thrive in the market.

Get Started with ClickUp’s Business Plan Template for Product

Entrepreneurs and business owners can use the ClickUp Business Plan Template for Product to effectively plan and manage their product-based business.

First, hit "Add Template" to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you'd like this template applied.

Next, invite relevant members or guests to your Workspace to start collaborating.

Now you can take advantage of the full potential of this template to create a comprehensive business plan for your product:

• Use the Topics View to outline and organize different sections of your business plan, such as value proposition, target market, marketing strategies, and financial projections.
• The Status View will help you track the progress of each section of your business plan, with statuses like Complete, In Progress, Needs Revision, and To Do.
• Utilize the Timeline View to set deadlines and milestones for completing different sections of your business plan.
• The Business Plan View provides a holistic overview of your entire business plan, allowing you to easily navigate and review all sections.
• Use the Getting Started Guide View to provide step-by-step instructions and guidance for implementing your business plan.

To further customize your business plan template, you can utilize the following custom fields:

• Reference: Add references or links to external resources that support your business plan.
• Approved: Indicate whether each section of your business plan has been approved or not.
• Section: Categorize each section of your business plan based on its topic or theme.

By following these steps and utilizing the different views and custom fields, you can create a comprehensive and well-structured business plan for your product-based business.

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