Startup Business Plan Board for Beginners: Fill In All 8 Sections in Order, with Examples

Business & Strategy

Startup Business Plan Board for Beginners: Fill In All 8 Sections in Order, with Examples

First-time founders applying for a startup loan use this beginner-friendly template to fill in all 8 sections of the business plan form step by step, with examples for each. The whiteboard holds a mind map of the 8 sections, 3 frames on what reviewers check, a table stacking equipment and working capital funding, 4 revenue-and-profit frames, and a 5-step writing order. The task board has 5 columns from gathering materials to filled in, starting with 4 parent tasks - gather materials, write motive and background, set offer and partners, and finalize the numbers - each with 3 subtasks in the first column. Follow the board's order - motive, then experience, then the numbers behind them - and you end up with one plan where everything lines up. Every amount comes pre-filled with a dollar example, so you just swap in your own numbers for a working draft. Built for first-time founders and anyone reviewing their plan before a loan interview.

0 Likes 0 Copies Author: WeProcess
business plan startup loan loan application new business fill-in example
Other language versions
Sign up free and use this template

Once you have a free account, you can copy this template from the marketplace

Whiteboard preview

Preview mode Startup Business Plan Board for Beginners: Fill In All 8 Sections in Order, with Examples
Sign up free and use this template

Whiteboard preview

2. Motive (Why You're Doing This) 3. Experience (Proof You Can Do It) 4. Numbers Basis (Why It Will Continue) 5. Funds Needed & Sourcing (equip... 6. Revenue (per month) 7. Cost of Goods Sold (Purchasing) 8. Expenses (Monthly Costs) 9. Profit (What's Left) 10. Writing Order (Fill In These 5 St... Startup Business ... Writing order: (1... Your strengths &a... Rules & thing... Where people get ... Notes & thing... 1. The 8 Business... Business Plan 1 Motive for starting Why this business, why now - write one triggering event 3 Products & services Up to 3 products, each with its price 5 Staff Headcount at opening. Count family staff separately 7 Funds needed & sourcing Make the uses total match the sources total 2 Owner's background Years of experience in the same industry and your role, as a 4 Trading partners Buyers and suppliers, and when payment comes in or goes out 6 Personal borrowing Personal loans too - mortgage, car - balance and monthly pa… 8 Business outlook Numbers at opening and once things settle in, as two points e.g. At my last job, people kept saying there's no takeout place open late nearby e.g. I kept selling on weekends from a rented kitchen and built 30 regulars Naming when, where, and who makes the trigger land Don't stop at a feeling - add one thing you already did about it e.g. 6 years at a similar restaurant, 3 as manager running $27,000/month in sales e.g. I handled supplier negotiations and cost control myself Cover employer, dates, and role as one set For any experience gap, always name who you will lean on e.g. $7 average spend x 40 customers/day x 25 days = $7,000/month e.g. $1,000 rent, set after checking 3 nearby listings Write numbers as "price x people x days" - it's easy to explain Note where each figure came from - market rate or quote Use (example) Amount Funding source br... Equipment funds e.g. Kitchen equipment & renovationAttach a quote $13,000 Own funds $3,000Loan $10,000 Working capital e.g. 3 months of supplies & rentBridge until payment arrives $7,000 Own funds $3,000Loan $4,000 e.g. $7,000/month ($7 average spend x 40 customers x 25 days) Break it into price, customers, and business days Keep opening estimates conservative, and write the settled-in figure separately e.g. $2,800/month (40% of revenue) Base it on a supplier quote or the going rate in your industry Only include costs that rise at the same rate as sales e.g. $3,000/month (rent $1,000, staff $1,300, other $700) Staff costs are for employees only - if you're solo, don't add your own living costs Living costs and loan repayments come out of profit, not expenses e.g. $1,200/month ($7,000 - $2,800 - $3,000) Check your monthly loan payment and living costs both fit inside this profit If they don't fit, revisit either your revenue or your expenses Step 1Check the full pictureRead all 8 sections top to bottom and mark which ones you can write now and which need research. Step 2Write motive and backgroundStart with the triggering event, then your years of experience and role in the same industry. Step 3Fill in product and partnersNarrow products to 3 max, and write the price plus buyer and supplier terms. Step 4Match funds and sourcesAdd up equipment and working capital separately, then match the sourcing total to it exactly. Step 5Work out and review the outlookSubtract cost of goods and expenses from revenue to get profit, then check the repayment fits.
100%

Drag to move, scroll to zoom

Task board contents

Gathering materials 16 items

Gather materials
Motive & background
Set offer & partners
Finalize the numbers
Get form & example
Gather your numbers
Pick who to ask
Write your motive
Career timeline
Address weak spots
Set product & price
Partners & terms
Staff & loans
Add up funds needed
Match your funding
Review outlook & all

Drafting 0 items

Checking the numbers 0 items

Review & feedback 0 items

Filled in 0 items

Related templates

← Back to templates