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Business Model Canvas Template

Strategyzer’s Business Model Canvas is a strategic management and entrepreneurial template developed by Alex Osterwalder, that allows enterprises to develop new or document existing business models. The template is a visual, one-page chart with elements describing a firm’s or product’s value proposition, infrastructure, customers, and finances. This editable MS – Word, Power Point, and Excel versions were retrieved from Neos Chronos.

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Lean Canvas Template

The Lean Canvas is a strategic management and Lean Startup template created by Ash Maurya, that is used to describe how a company creates, delivers, captures, and defends value. Like the Business Model Canvas, the template is a visual, one-page chart with elements describing a firm’s or product’s value proposition, infrastructure, customers, and finances. It’s especially helpful when launching a new product or service, as it presents all ideas and potential problems in an organized, easy-to-understand list. Another great resource for startups, this template isn’t just for the planning phase—you can use it multiple times to organize any area of your business throughout its lifecycle. This editable MS – Word, Power Point, and Excel versions were retrieved from Neos Chronos. Read how to use the Lean Canvas by Neos Chronos.

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Marketing and Branding Resources

Marketing Plan

The Marketing Plan template by Hubspot covers a company’s overall approach for promoting its brand to a target audience. The process involves research, goal-setting, and positioning. A completed marketing strategy typically includes brand objectives, target audience personas, marketing channels, key performance indicators, and more. This editable MS-Word version was retrieved from Hunspot. Read more on how to use this template in the blog from Hubspot.

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Customer Personas Canvas

The Customer Personas Canvas by Thomas Papanikolaou helps capture the demographics and psychographics of a specific customer / user segment as required for the implementation of the Customer Segments block in the Business Model Canvas and the Lean Canvas. These editable MS – Excel versions were retrieved from Neos Chronos and from the MS-Word version from USDA.

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Social Media and Digital Marketing Plan

This Social Media and Digital Marketing Plan template by Backlinko, will help you plan, organize, and implement a social media marketing strategy that will drive actual business results. It includes setting clear goals and social media KPIs, foolproof methods to choose the right social networks, and a strategic engagement and promotion plan. This editable MS-Word version was retrieved from Backlinko. Read more on how to use this template in the blog from Backlinko.

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Financial Management Resources

Financial Planning Toolkit

Small Business Cash Flow Forecast

This Small Business Cash Flow Forecast template by Microsoft 365 can help you predict whether your business will have enough cash to meet its obligations. Projected cash balances below the minimum amount you specify are displayed in red. Enter your data and create a chart of your projected monthly balances. This editable MS-Excel version was retrieved from MS 365.

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Business Expenses Budget

This Business Expenses Budget template from Microsoft 365 helps you evaluate business expenses against your annual budget plan. It includes charts and graphs of your monthly variances and provides an analysis of planned and actual expenses and entries for typical costs, including lease, payroll, and more. With this monthly business expense template, you’ll know what you’re spending where. This editable MS-Excel version was retrieved from MS 365.

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Business Plan Templates

Conventional Business Plan

This Conventional Business Plan template from SCORE includes easy-to-follow instructions for completing each business plan section, questions to help you think through each aspect, and corresponding fillable worksheet/s for critical sections. After you complete the 11 worksheets, you will have a working business plan for your startup to show your EPIC Accelerator mentor. This editable MS-Word version was retrieved from SCORE.

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Lean Startup Business Plan

This Lean Startup Business Plan template by the U.S. Small Business Administration (SBA) is useful if you want to explain or start your business quickly, your business is relatively simple, or you plan to regularly change and refine your business plan. The template uses only a handful of elements to help you describe your company’s value proposition, infrastructure, customers, and finances. It is useful for visualizing tradeoffs and fundamental facts about your company. This editable MS-Word version was retrieved from SBA.

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