is there a business plan template on google docs

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Business Plan Templates

Free Business Plan Google Docs Templates

A well-thought-out business plan will be useful at all stages of the company’s activity. When starting your business, you should make it to determine the structure, budget, development strategies.

If your goal is finance sourcing, then pay special attention to the evidence that the money invested by the customers will pay off. And when telling your potential partners or clients about your project, focus on the benefits of working with you.

To introduce the company’s program at a high level, use business plan template for Google Docs. Free layouts developed by professional designers will save you time, effort and money, guaranteeing a quality result.

This laconic template will come useful when you need to present the most important points in short. It consists of one page where you can fit up to five points. This is enough to list the activity areas and values of the company, to provide information on market analysis, marketing strategies and reward expectations.

The effective Lean Business Plan Template for Google Docs is suitable for any activity area. The layout includes a large chart and a numbered list to help structure information conveniently. Its main features are a gradient background in blue shades and a low-key style. There is enough text space to fit all the important points.

The template is perfect for creating a business plan for a restaurant, cafe, and any other catering establishment. The first page shows the establishment’s name and its main concept. The next one is intended for a detailed description of the strategy, with photos and text. If one page is not enough, just copy and edit it as many times as you need.

This standard layout will be good for any company. Attractive Business Plan Template is designed to describe the marketing strategy and has an editable schedule. The document also has a place for conclusions on market analysis. The background image on the front page can be changed to better match the activity area.

What are the best Business Plan Templates in 2024?

Does google docs have a business plan template, what are the advantages of using business plan templates for google docs, who should use a business plan template.

To draw attention to your project, you need to convincingly demonstrate its main advantages and prospects. Correctly presented information will help you attract investors, get financing, and find new customers and partners. Using well-thought-out business plan templates, you can quickly create a professional presentation that will make a good impression on the audience.

How to Create a Business Plan Using Google Docs Templates

The structure of your plan depends on the type of project and the audience you’re going to present it to. The easiest way is to choose a thematic layout for entrepreneurs from the DocsandSlides.com collection, which already includes all the necessary points. However, nothing prevents you from choosing free business plan templates that you like visually. To create a convincing presentation, add to it:

• Information about how your product will interest potential customers and what needs it will satisfy. If you are going to demonstrate the project on behalf of a company, briefly tell Google Docs business plan template about its activities, achievements, and competitive advantages.
• Analytical data obtained during the study of the market, target audience, and competitors.
• Marketing strategy, including pricing policy, promotion channels, loyalty programs for customer retention.
• List of necessary equipment, materials, and personnel. In addition to the production process, describe in the business plan template for Google Docs everything that is required for supply, delivery, and customer service.
• Projected revenues, expenses, and methods of generating additional income. If you are looking for financing, specify the amount you need. Prepare business cards in advance using Business Card Templates to leave your contacts with those who are interested in the project.
• Potential risks that await your business, ways to avoid them and minimize possible damage.

When you finish Innovative business planning in Google Docs, you should summarize the project with a brief description of its benefits and prospects. After that, all you have to do is save the document in the desired format.

Advantages of Our Business Plan Templates

We try to provide you with the most user-friendly business planning Google Docs. Our layouts are designed to be intuitive even for those who have never worked with such documents before. All you need to do is download the one you like to your Google Drive and replace the information inside with your own.

All our Templates For Google Docs :

• Easy to use;
• Designed by experienced designers;
• Have a well-thought-out structure;
• Easy to edit.

Our collection is regularly updated with new free templates for business plans. Thanks to their professional design, they can be demonstrated at investment forums, conferences, business meetings, and thematic online platforms.

Use a customizable Business Letter Template to invite guests to a project presentation. To make it convenient for the audience to take notes, print a blank Business Memo Template or another layout suitable for note-taking for each of them.

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Free Business Plan Templates Google Docs

Ajay Jagtap

• December 29, 2023

12 Min Read

We know you—this may be your first visit to our site, but we know exactly who you are.

You must be an aspiring entrepreneur, small business owner, or perhaps a business student looking for a customizable Google Docs business plan template to draft your very first business plan— but no luck so far .

Since you’ve already been down that road—you know preparing a detailed business plan from scratch is no walk in the park.

It requires thorough market research, validated data, and thoughtful analysis of various aspects of an enterprise to put together a well-written plan.

A well-written plan that’s no paper stack collecting dust on your desk, but a business document that helps strategize business growth and secure funds.

Although it’s no easy feat—using a Google Docs template can make things a lot easier.

A professional business plan template can help you refine your strategies, organize ideas, and outline the structure of your plan through step-by-step instructions.

In this article, we’ll discuss the top 5 free business plan templates available in Google Docs, their features, benefits, and how you can use them to simplify your business planning process.

Ready to get started? Let’s dive right in.

Understanding Business Plan Templates

As you already know—your business plan is a document that summarizes your business objectives and outlines strategies or plans to achieve them.

In contrast, a business plan template is a format that helps entrepreneurs prepare a structural outline while drafting a perfect business plan.

It’s not that you can’t create a plan without using a business plan template.

However, having a well-structured template can help you develop a detailed and visually appealing plan and make sure you won’t miss out on any critical information.

Let’s quickly overview the key components of a business plan template:

Key components of a business plan template

While there could be multiple types of business plans, the standard outline is almost similar for business plans across industries. The following are the key components of a business plan template.

Executive Summary:

Company overview:, market analysis:, products and services:, sales and marketing strategies:, operations plan:, management team:, financial plan:.

That’s pretty much it about the components of a business plan template. Let’s move ahead and discuss the top #5 Google Docs templates for business planning.

Download Top Business Plan Templates in Google Docs

Considering different business plan types, multiple templates are available in Google Docs, but do you know which one you need?

Well done if you do, and don’t worry if you don’t.

The following are the top Google Docs business plan templates you can download for free. While we will share access to them, we’ll also discuss which will suit your requirements the best.

So let’s cut to the chase.

Template #1: Startup Business Plan Template

As its name suggests, a startup business plan template is specifically designed to meet the specific needs of new startups.

This ultimate template can help new-age entrepreneurs predict challenges, achieve their business objectives and goals, understand business financials, and revise strategies—in short, it is a roadmap for them to get started.

The primary objective of a startup business plan is to put forth the steps to get a business up and running.

A startup business plan template emphasizes providing detailed information about the startup, its product or service offerings, a thorough industry, market, SWOT, and competitive analysis, marketing strategies, management team, operational plan, and financial projections.

Best for : New entrepreneurs and small business owners seeking investment or bank loans.

Template #2: Lean Business Plan Template

Consider a lean business plan template as a condensed version of a traditional one—that’s the best way to put it. It’s a shorter version of a business plan highlighting and summarizing all its sections.

A lean business plan primarily focuses on critical elements, including strategies, tactics, metrics, and finances.

Since it’s comparatively shorter, drafting a lean business plan is easier, quicker, and efficient compared to a traditional plan. It’s flexible enough to update and revise, providing sufficient room for improvisation.

It consists of short texts and mainly represents relevant information using bullet points.

While a lean business plan template is for businesses uncertain about the business planning process, it’s ideal for everyone to use a lean business plan template to create the first draft of their business plan—and then move ahead with creating a detailed one.

Best for: Businesses in fast-changing industries, startups with limited resources, sole proprietors, and internal planning.

Template #3: One Page Business Plan Template

A one-page business is a condensed, simplified, and one-page version of a standard business plan. Consider this as an outline of a lean business plan.

(that we discussed earlier)

A one-page plan is often used to present a quick overview of your business to your employees, partners, and vendors and as a summary to banks and investors.

It’s just a one-page plan, so it doesn’t mean it’s only for a specific group of people or businesses—no.

In fact, a one-page plan can be a viable option in multiple scenarios. It can be used by idea-stage businesses, startups & pre-revenue businesses, and businesses planning to expand for various purposes.

If you need a plan for internal use or don’t intend to share lots of details while sharing with outside vendors—a one-page business plan will do.

However, companies seeking outside investment or bank loans must prepare a detailed business plan—there’s no other way around.

Best for : Idea stage startups, side-hustlers, solopreneurs, micro-businesses, and business idea testing.

Template #4: Business Plan Template For Small Business

If you plan to start a small business or grow an existing one, this is the free business plan template you need for your small business.

This template gives you a layout for your business plan to get started that you can easily customize depending on your requirements, ensuring you won’t miss out on any critical information.

Similar to a traditional business plan, the key elements of a small business plan template include an executive summary, company overview, products and services, sales and marketing strategy, operations plan, management team, and financial projections.

Best for : Small business owners seeking funding or bank loans.

Template #5: Restaurant Business Plan Template

Every successful business requires a business plan, and your restaurant is no exception. Whether you plan to open a new restaurant or grow an existing one, this template can help you lay out a perfect plan for your business.

This restaurant business plan is specifically designed for restaurant businesses, so it’s a no-brainer; it covers all the essential elements of a restaurant business plan that go into making a restaurant a success.

These elements include restaurant concept, target market, sample menu, marketing strategy, and others.

That’s not it—this comprehensive restaurant business plan template comes with step-by-step instructions, so you can start writing a plan in no time.

Best for : Small to medium-sized restaurant and food-based business owners

That was the list of top Google Docs business plan templates, but that’s not it. Let’s move forward to discussing the Google Sheets financial forecast template.

Download the Financial Forecast Template In Google Sheets

You must be like— yeah, got a Google Docs template to write a business plan , but what about financial forecasts and statements? Worry not—we’ve got you covered.

Since we can’t prepare financial statements in Google Docs, we’ve created a Google Sheet for you. This financial statement template includes a balance sheet, income, and cash flow statement.

You can download and use this template to forecast cash flow, create balance sheets, and prepare income statements that provide detailed information about your revenue and expenses. So what are you waiting for?

How to Use a Google Docs Business Plan Template

We talked about so many things in this article so far—business plan template, its key elements, top Google Docs templates, and so forth. It’s time we learn how to use a Google Docs template to create a business plan.

Ready? Here’s how to use a Google Docs business plan template:

Download a Google Docs Template

You need to download the template first to use it, right? So, download one of the top 5 templates we discussed earlier in the article.

Make sure you have a Google Account to open this document.

(That’s obvious, of course!)

We can proceed to the next step once you download and access the template.

Customize the Template

It’s time to customize the template to turn it into a business plan.

You can make modifications to the design, update the logo and company details, and follow step-by-step instructions and the outline while modifying text.

We never said that customizing it would be an easy deal—there will be some serious legwork. However, there’s another way around it.

Need a way out from manual editing and business plan writing work?

Get Upmetrics’ business plan template, import data directly into the editor, and start editing using Upmetrics AI Assistant.

Start Planning Now

Understood how to use a Google Docs template? Great. Let’s discuss the benefits of using these templates to prepare a business plan.

Benefits of Using Google Docs Business Plan Templates

Following are the key benefits of using a Google Docs template to prepare a business plan.

Real-time Collaboration

Google Docs makes collaborating with your team members or partners in real-time while working on your plan easier.

The real-time collaboration feature helps team members make the most of available resources and develop a business plan in the present moment, ensuring the best results.

Access Control

In extending to real-time collaboration, Google Docs allows you to control your team members’ access. So, you can grant role-based access to your team members (view, edit, or comment)

Comments and Suggestions

Google Docs also allows readers or reviewers to comment or suggest any changes in the document. So, you can share your plan with your partners or mentors, asking for their suggestions or input.

Version History

Remember the days when we had to start over if we forgot to save a Word file or could not recover it if it was altered unnecessarily? Well, that’s not the case with Version history.

This incredible feature enables you to revisit the previous version of your documents and even restore them. So, don’t worry if you made any unnecessary changes—you can always go back in time.

Offline Access

Although Google Workspace is a cloud-based solution, you can access and update your document offline with “Offline Access”. Just make sure your browser is up-to-date, and you’ve installed and turned on the Google Docs offline access extension.

Ease of Use

Using a Google Docs template for business planning is one of the easiest methods for creating a business plan. There’s no extraordinary learning curve, and you won’t need any technical skills to get started—it’s pretty simple and easy to use.

Cost Efficient

Upmetrics offers free business plan templates, while Google Docs is free for individual users. This is what makes this business planning method ideal for beginners.

That’s it, now you know the benefits too. This brings us to the conclusion.

To conclude, using these Google Docs templates is an easy and cost-effective way to develop your business plan. Is it the best? Not sure. These templates are free versions of Upmetrics’ comprehensive business plan templates, so you may not make the most of them.

Google Docs may also fall short when forecasting financials or preparing complex sections and visual reports— business plan software is necessary for detailed business planning by all means.

A business planning tool like Upmetrics could be an incredible choice, it comes with 400+ business plan examples and an AI writing assistant to write sections of your plan.

Anyway, I hope you found what you were looking for. Start planning!

Make your plan in half the time & twice the impact with Upmetrics

Fill-in-the-blanks, AI-assistance, and automatic financials make it easy.

Frequently Asked Questions

How do i create a business plan using google docs.

Using any one of Upmetrics’ business plan templates could be an easy way to create a business plan using Google Docs.

Can I customize a business plan template in Google Docs to fit my specific needs?

Indeed. Once you download a Google Docs business plan template, you can easily customize it to fit your specific business needs.

Can I share my business plan with others using Google Docs?

Of course, you can easily share your business plan with others using Google Docs. All you need to do is enter the email address of the person you want to share it with under the section “share with people and groups”.

Are there any free business plan templates available in Google Docs?

Yes, Upmetrics offers 5 free Google Docs business plan templates to download and use. You can easily download any one of them that best fits your needs and start writing your plan.

About the Author

Ajay is a SaaS writer and personal finance blogger who has been active in the space for over three years, writing about startups, business planning, budgeting, credit cards, and other topics related to personal finance. If not writing, he’s probably having a power nap. Read more

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Google Docs Business Plan Template

In today’s fast-paced and ever-evolving business landscape, having a comprehensive and well-structured business plan is crucial for success. Whether you’re a seasoned business owner or just starting your entrepreneurial journey, a Google doc business plan template offers a valuable resource to help you organize your ideas, refine your strategies, and present a compelling roadmap for your business. In this article, we’ll explore the features and benefits of a business plan template using Google docs and how it can enhance your business planning process.

Following a step-by-step business plan creates an all-in-one solution for small business owners and entrepreneurs. And, by using a pre-designed framework, you can craft your business plan to focus on the “why” behind your business and the steps you’ve already taken to make your business a true success. In the following, we’ll show you exactly how to create your compelling plan. Let’s get started: 

Download our Google Docs Business Plan Template here >

Google Doc Business Plan

Executive summary.

The first few pages of your business plan contain the executive summary. It highlights the key points, findings and recommendations inside your business plan google docs template. Why create a summary when the business plan holds all the details? We’re glad you asked. The executive summary allows busy executives to quickly grasp the main ideas and make informed decisions about your business concepts and plans. It serves as a snapshot of the document, capturing its essence and presenting it in a clear and concise manner. By providing an executive summary, you’re allowing decision-makers to first discover a “teaser” bit about your business, and then become more intrigued as the full plan is unveiled. 

Company Overview

The next portion of your free business plan template google docs is composed of a full company overview. You’ll establish facts, explain the company history, outline the services or products to be offered, and detail the milestones you’ve already achieved to get your business started. This is the “big-picture” story and it’s integral to your plan, as it contains the “why” behind your business. You’ll want to provide details in this portion of the business plan, such as descriptions of your products or services, a brief description of your management team, the issues or problems that brought you to the place of finding the best solutions, and other factors that are singular to your business and your vision for the future. You’ll also include any partnerships, you’ll detail innovative products or ideas, and you’ll emphasize that your goal is to drive positive change.

Industry Analysis

The next section of your business plan, the industry analysis, reveals crucial insights into the current state and future prospects of your industry sector. An industry analysis requires market research to help show market trends, competitors, customer preferences and regulatory influences. The analysis within your business plan also provides a solid depth of understanding regarding the dynamics of the industry and it helps identify growth potential, possible risks, and key challenges that may be ahead. And, finally, after reviewing the results of the analysis, a business leader repositions plans as needed and makes informed choices to move ahead with clarity. 

Customer Analysis

In the customer analysis section of the business plan, the vital component of your business strategy is revealed: valuable insights into the behavior, preferences, and needs of customers are detailed. And, with that reveal, a deeper understanding of the target market is gained, enabling your business to better tailor products, services and your initial marketing efforts accordingly. Gathering and analyzing data offers a sneak peek at the purchasing choices of consumers, and with that snippet of knowledge, you’ll be able to better meet that need, solve that pain, or serve that drive for satisfaction. Whether your target market analysis is extensive or defined, you’ll want to include all of the information gleaned from it in the business plan template google docs for optimal results.

Competitive Analysis

With the industry and customer analyses section of the business plan template complete; it’s the right time to examine the competitive analysis, as well. A data-driven study of competitors is a critical component of any business strategy, as it provides valuable insights into the strengths and weaknesses of key competitors operating in the same market. By evaluating and understanding the competitive landscape, businesses can identify opportunities for differentiation to gain that much-desired competitive edge. Your competitive analysis should reveal everything available about your competitors, including their brand reputation, customer loyalty, distribution channels and the financial resources they hold. Because your goal is to capitalize on market opportunities, you’ll want to understand the environment of every competitor your company may have. 

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Don’t you wish there was a faster, easier way to finish your business plan?

You can download Growthink’s Ultimate Business Plan Template (including a full, customizable financial model) and finish your plan in just 8 hours or less!

Click here to finish your business plan today.

Marketing Plan

The next step in building the business plan is found in creating a strategic marketing plan. This involves using the data compiled from the analyses to create a targeted and compelling message to consumers. Your marketing plan will outline the goals and tactics to promote your product or service in the most effective marketing strategy possible. And, tailoring marketing efforts to meet the parameters of the data and industry findings guarantees a better result in the marketing strategies utilized. In short, your marketing strategy will encompass various elements such as branding, advertising, digital marketing, public relations, and social media to create a cohesive and impactful marketing campaign. The ultimate objective of marketing plans is to achieve your desired business outcomes. As it should.

Operations Plan

The operations plan outlines the specific actions and strategies required to achieve the goals and objectives of the business. It provides a roadmap for how the business will carry out its daily operations, deliver products or services, and meet customer demands. It typically includes several key components; operational goals and objectives, desired outcomes, and performance metrics. This helps align the activities of different departments or teams with the broader organizational objectives. Processes and procedures are the highlights of the operations plan, along with the timelines and scheduling of implementing those objectives. Knowing how your business will actually conduct business is the perfect starting place for your success. 

Management Team

Comprised of experienced professionals, the management team brings together a shared commitment to excellence. They will understand the collaboration and strong leadership skills needed to effectively manage the entire team, and they will be guided by a customer-centric approach. A brief sketch of the management leaders and their relevant professional backgrounds completes this section of the business plan. 

Financial Plan

The financial plan completes the final section of the business plan template. It is a summary of the financial goals, along with the strategies and actions needed to achieve them. It also outlines key aspects, such as budgeting, savings, investment plans, and debt management that can adapt to changing circumstances and maximize financial stability and growth. Ultimately, the financial plan serves as a roadmap for informed decision-making and long-term financial success. Important financial projections such as a balance sheet and a cash flow statement can be made using google sheets

Crafting a well-thought-out, professional google docs business plan is vital for any entrepreneur or business owner. Using business plan template free google docs makes the effort less stressful, more cohesive, and simply inviting for potential stakeholders to review. We trust the creation of your business plan will lead to new beginnings, new directions and sustained long-term growth in your successful business ahead. 

Best Business Plan Templates for Google Docs

In today’s highly competitive business environment, crafting a well-structured and detailed business plan is essential for success. The significance of these plans extends beyond mere documentation; they are critical tools for strategic planning, securing funding, and guiding business growth. Realizing this need, Google Docs has become a valuable tool for developing many free business plan templates. These templates are designed to cater to a wide array of business needs, enabling entrepreneurs and business owners to develop comprehensive plans with ease and efficiency.

The beauty of these Google Docs Business Plan Templates lies in their blend of simplicity and effectiveness. They are more than mere placeholders for text; they are thoughtfully designed frameworks that guide users through the essential components of a business plan. From market analysis and financial planning to marketing strategies and operational structures, these templates cover all critical aspects of business planning. This article delves into the best business plan templates available on Google Docs this year, highlighting their unique features and suitability for different business scenarios.

1. One Page Business Plan Template

This concise template is ideal when you need to highlight key points succinctly. It includes a single page where you can list up to five main points, covering areas like company activities, values, market analysis, marketing strategies, and expected rewards​​.

Edit Template

2. Marketing Strategy Business Plan Template

The Marketing Strategy Business Plan Template is a comprehensive tool for sculpting your path to success. It includes sections for executive summary, market analysis, and financial planning, providing a detailed framework for crafting an effective marketing strategy​​.

3. Restaurant Business Plan Template

Tailored for the food and beverage industry, this template is perfect for creating business plans for restaurants, cafes, and other catering establishments. It features sections for establishment name, concept, detailed strategy, and allows for photo and text integration​​.

4. Simple Business Plan Template 

Designed for efficiency and ease of use, this template is ideal for entrepreneurs who need a straightforward and concise business plan. It covers the essentials like business goals, target market, and basic financial planning, making it perfect for small startups or solo entrepreneurs looking for a no-fuss approach to business planning.

5. Lean Business Plan Template

The Lean Business Plan Template is versatile, fitting any business sector. It features a large chart, numbered list for structuring information, a gradient background in blue shades, and a low-key style, with ample space for all the important details​​.

6. Business Plan Outline Template

This template is designed to make a strong impression on banks and investors for your business. It’s a well-layered template that is fully customizable and easy to edit in MS Word or Pages. It can be downloaded instantly and features business standard fonts to ensure a fully formal plan with carefully crafted summaries and descriptions​​.

7. Attractive Business Plan Template 

This is a visually appealing template designed for creating a detailed business plan. It’s suitable for presenting your business vision and strategy in a professional manner.

8. Editable Trucking Business Plan Template 

This template is specifically tailored for outlining a trucking venture. It allows you to seamlessly integrate vital details such as company overview, financial projections, and operational strategies. It’s an editable and comprehensive document that provides a clear roadmap for success in the dynamic transportation industry​​.

9. Score Business Plan Template 

Ideal for small business owners, this template guides you through the process of creating a comprehensive business plan. It includes sections for market analysis, company structure, and financial projections, ensuring a well-rounded and professional plan.

10. Marketing Business Plan Template 

This template is designed for marketing professionals and businesses looking to outline their marketing strategies. It features segments for market research, target audience, branding, and a variety of marketing channels, making it a versatile tool for planning.

11. Photography Business Plan Template 

Ideal for photographers and photography businesses, this template helps outline your business goals, strategies, and financial forecasts in an organized way.

12. Business Plan Document Template 

Suitable for both startups and established businesses, this template helps structure your business vision, market strategies, and financial goals. It’s a key tool for attracting investments and presents data in a clear, understandable format. 

13. Trucking Business Plan Template 

Designed specifically for the trucking industry, this template guides you in detailing your business objectives, operational strategies, and financial projections. 

14. Example Business Plan Template 

A perfect starting point for new entrepreneurs, this template provides a standard structure for a business plan with example content. It covers areas like executive summary, market analysis, and operational strategies, offering a solid foundation for customization.

15. Bakery Business Plan Template 

Tailored for bakery owners, this template focuses on the unique aspects of running a bakery. It includes sections for menu offerings, supplier details, and bakery-specific marketing strategies, helping bakers craft a targeted business plan.

16. Construction Strategic Business Plan Template 

Specially designed for the construction industry, this template helps outline a strategic approach to business planning. It covers project management, resource allocation, and risk assessment, essential for construction businesses.

17. Bar Business Plan Template 

This template is perfect for bar owners and entrepreneurs. It includes specialized sections for bar operations, liquor inventory management, and customer engagement strategies, ensuring a comprehensive plan for running a successful bar.

18. Sample Business Plan Template 

A general template suitable for various business types. It provides a basic structure with key sections like company overview, market analysis, and financial planning, offering a flexible framework for different business models.

Each of these Google Docs templates offers unique features and layouts suited to different business needs. Whether you’re drafting a concise one-page summary or a detailed marketing strategy, these templates provide the framework to present your ideas clearly and effectively. They simplify the planning process, allowing you to focus more on strategy and less on formatting. With these tools, crafting a compelling and comprehensive business plan has never been easier.

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Business Plan Template Google Docs – The Ultimate Structure

Let me start by bluntly telling you there is no perfect business plan. Simply because almost every business worldwide will not follow the business plan they created exactly. However, as a 10-year business consultant, I highly advise you to create your business plan. This is my guide to creating a perfect business plan with a template in google docs.

You: “Why? If it’s not going to be followed anyway?” Me: “It’s about the thought process in your mind before launching a business. You need to organize your thoughts. The process of writing a business plan gets you to think of ideas you would’ve never thought of, and that’s why I highly recommend it.”

So what I will do in this article is create the perfect business plan template in Google docs and give you access to it. You can easily use it as the perfect start; trust me, it will be worth it.

First up, you need to know more about me. I am Al Anany , a business consultant in Zurich, Switzerland. I’ve been working in entrepreneurship for over 10 years. I’ve consulted companies who raised more than $120 million while helping others personally raise over $500k in pre-seed.

Hence, everything you see here is based on my experience in creating business plans. I am allowing comments for this article for any questions you might think of!

Let’s get it started. Before discussing the table of contents, I will explain the reasoning behind this specific structure. Also, if you’re only looking for the template, just click on this button.

Due to the high success of this article, we’ve built tens of other templates that are all similar to the above one. They’re real-content templates based on different projects. Check them out!

Otherwise, read the below to understand more about the template and get recommendations on how to ace this. Remember, I have been doing this for over ten years. Hence, a small word in this four-minute read could impact your business positively.

What would the reader of the business plan want to see?

This question is one that I ask all my clients. You need to be aware of who will be reading this business plan. It might be a bank, for instance. In that case, you need to follow their recommended structure. In other cases, it might be a young 18 years old billionaire who’s interested in investing in your business. For that one, you will need a modern structure to fit their thoughts.

Nevertheless, we will speak regarding a business plan’s average reader. Here’s the conversation we want to convey.

Here’s the business plan template if it were a conversation instead of google docs.

Hi, let me tell you about my business. I have a company that works in the freelancing industry. You are probably wondering how large the freelancing industry is. So let me start by telling you more about this market’s size.

Additionally, I need to tell you more about how I intend to enter this market. This is where my company comes in. We specifically focus on the niche of business documents in freelancing. Let me show you my operations in detail. After that, I want to tell you who we’re up against in this market and why we’re better.

If all of this sounds good to you, then let’s move on to the next step, me. I am a huge part of this company, so you ought to know. But I am not alone; I have a team that needs to work with me to reach our objectives. Also, regarding legal structure, you must be informed of my company’s current legal state.

I also mentioned objectives. Here’s our detailed plan and timeline for what we intend to do in the next ten years. We have a few strategies for getting into the market that I’d like to chat with you about.

Finally, you need to see our financials to have the perfect picture. The truth is a business has to be profitable one day or another.

Thanks, and here’s my contact information if you’re interested in my business.

This above paragraph is the conversation that occurs between you and the reader of your business plan that needs to be conveyed in a document rather than in a conversation.

Keeping that in mind, let’s analyze my recommended table of contents for a business plan.

The Business Plan Structure for the Google Docs Template

Remember, it’s a story. So you’ll have to tell it in the best possible way. The below structure is my recommendation as it expands your view on what you need to work on. Additionally, it’s exactly enough for an investor, for example, to understand the business quite well.

The executive summary should be a paragraph that summarizes the business plan. It answers the fundamental question of why this company/project is important and what’s in it for me as an investor or reader. Your executive summary should be:

Market Overview

The market overview is where you tell the reader what the problem is that your company/project solves. You also need to explain why this problem is important and its impact on society.

Company Information

The company information is where you explain the structure of your business. You should include a description of the founders and management team, including their backgrounds and relevant experience. Next, you should explain how funds will be used to grow your business. Finally, provide an overview of your competitive advantage.

The operations section is where you explain how your business works. You should include any relevant information about current and future products, markets, and customers. You should also provide a high-level overview of the company’s financials and key performance indicators (KPIs).

The team section is where you describe the founders and management team. You should include information about each member’s background, relevant experience, and specific responsibilities. If your company has a board of directors or advisors, you can also include this information here.

The legal section is where you explain the company’s organizational structure and ownership. You should also discuss any regulatory issues or restrictions that affect your business.

The timeline section is where you explain how the business came to be, what steps were involved in its development, and when each step took place. You should also include any milestones or significant events that have occurred in the company’s history.

GTM Strategy (Go to market)

The GTM Strategy section is where you explain how the business plans to reach its target market and why. You should also include any information about your sales strategy and how it differs from competitors’ approaches.

The financials section is where you explain how the business makes money, what its profit margins are, and how much revenue it has earned over time. You should also include any information about your projected sales and expenses and any recent investments or funding rounds.

For this version of the business plan, I chose to make it a simple income statement. Other companies require a 3-statement model (Income statement, Cashflow analysis, and Balance sheet.)

Finally, do not forget to leave your contact information. The worst thing that could happen is that the reader would not be able to reach you.

Download the Business Plan Template in Google Docs

As promised, the two buttons below link to the business plan template in google docs. You can view it and make a copy of it. The charts and financials are linked to another google sheet, which you can also find below.

Remember, this is merely a simple guide to get you started. It’s your story; tell it perfectly.

Questions about the Google Docs Business Plan Template

The only way to move forward is to enhance our content. Hence, shoot a comment below about anything you want to add to the template, and it will be done!

Further support for the business plan template (google docs version)

FYI. If you do not have sufficient time and need help with your business plan, I recommend some of the freelancers on this website. They are phenomenal in their work. Here’s a service that fits the situation with the timeframe and pricing.

This includes every detail of your business and how it operates. Market analysis, Product information, Operations, Team, Legal, Marketing, and Future Growth Plan. That and any other aspect that you deem vital to present. Note: The financial model is not included, yet I can work with my analyst on creating that as well.

The Freelancer Behind This Service

A pitch deck writer’s most important aspect is understanding you and what you are trying to say. While that sounds quite obvious, it requires years of experience.

My objective is to open up your mind and sit inside there for a while to understand what’s going on. Then I’d be fully able to help you with your investment or business document

I’m Sam, and you can easily contact me through my email for any questions: [email protected]

Finally, if you are looking for a different consultant, I would recommend you check this page.

For further information and updates about our offers, check Albusi’s LinkedIn page.

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Make your own business templates in Google Docs

Give your team a head start on business documents by creating a set of custom templates they can use over and over again..

Google Docs offers a few dozen templates you can use to get a jump-start on document creation, but maybe you’ve looked through them without finding any that meet your specific needs. No problem: you can build one from scratch.

This could be ideal if you want to design one or more standard document templates for your organization to use. As a bonus, understanding the text, image, and other elements described below can also help you format any of your Google Docs documents better.

Note: If you need help getting started with Google Docs, see our Google Docs cheat sheet .

How to create a template file in Google Docs

Templates are designed to be used over and over, with users adding or changing the text each time. You’ll want to preserve the template itself in its original form so there’s always a pristine version for users to work from.

If your organization has a paid Google Workspace subscription, you can create a template and add it to the company’s template gallery. From there, your co-workers will be able to select the template and create documents based on it — without affecting the template itself.

If you instead have a personal Google account, you can still create a document to act as a template, but you and your colleagues will have to remember to make a copy of it each time to prevent changes to the original.

Either way, get started by creating a new blank document and giving it a descriptive name that includes the word “Template.”

Use the word “Template” when you name a template doc.

Build out the document with placeholder text and other elements such as your company logo, headers or footers, dropdowns, and so on, as described later in this story.

Under an organizational Workspace account, you can add your finished template to the gallery — if your company has enabled custom Google Drive templates and you’ve been granted permission to add templates to the gallery. On the Google Docs home screen, click Template gallery > [organization name] > Submit template . (If you don’t have permission to submit templates, you won’t have access to the “Submit template” option.) On the panel that appears, select your template document, designate a category, and click Submit .

Depending on how your organization’s template gallery is set up, your template might have to be approved by an administrator before it appears in the gallery. See the Google support doc “ Turn custom Drive templates on or off for users ” for details.

If you’re using a personal Google account (or your organization hasn’t enabled custom Drive templates), you’ll need to share your finished template doc with others in your organization or place it in a shared drive that your co-workers can access. When you or others want to use the template, open the file and make a copy of it by selecting File > Make a copy from the menu bar at the top of the page.

On the “Copy document” panel that appears, type in a new document name, select a folder where it will be saved, and click Make a copy . Now users can adapt the copy as needed without altering the original template.

If you don’t have a corporate template gallery, you and your co-workers will need to make a copy of a template each time it’s used.

Tip: Keep at least one backup copy of the original template somewhere safe in case somebody forgets to make a copy and accidentally overwrites the shared template doc.

Tips for designing a template

Now let’s look at the elements that go into a document template. While the specific components will vary depending on the type of template you’re designing (letter, proposal, agreement, training document, report, etc.), the following tips will guide you through the most common elements.

1. Text: use placeholder copy

A document template is meant for a user to insert their own text. But as you’re designing your template, you should add placeholder text to it. This helps the user visualize how their text will appear in the layout and directs their attention to where they should replace your placeholder copy.

There are several sites, such as loremipsum.io and lipsum.com , that generate lines of placeholder text (in Latin, so it’s obvious that it needs to be replaced) that you can copy and paste into your doc.

Using the menu bar and toolbar running across the top of the document, you can implement various styles for your placeholder text. For example, you can create a placeholder for a heading, which has larger text, by selecting the text, selecting Normal text in the toolbar, and choosing Heading 1 (or Heading 2 or Heading 3 ) from the menu that drops down. Then all someone using your template needs to do is replace the headline text with their own.

Similarly, you can create a placeholder list by clicking the down arrow next to the Bulleted list or Numbered list icon in the toolbar and choosing a style for the bulleted or numbered list.

Format the styles of various text elements in your template. (Click image to enlarge it.)

You can also format blocks of text such as paragraphs in columns and/or set indentation, margins that are narrower than the page margins, and spacing between the lines of text.

Another way to make certain text elements stand out is by changing the color of the text or adding colored highlighting using the Text color and Highlight color icons in the toolbar. But it’s best to stick with black for the color for the main body of text in your template. Colored text and highlights should be used minimally.

2. More text: include boilerplate copy

While placeholder text is helpful to include in most templates, many types of business documents also need standard copy — sometimes called boilerplate — that should appear in every document created from a template. For instance, all press releases should end with an “About” paragraph that gives an overview of the company. And many business contracts use the same language from contract to contract, with only specific details changing.

Both the content and the style of boilerplate text generally need to be approved by company execs (including legal). Including approved boilerplate copy in a template saves time for anyone who uses the template. And if that copy needs to change in the future, updating it in the template ensures that others will be using the most current language when they create documents.

3. Images: add a logo or watermark

If you’re designing business letterhead, you may want to add an image to your template, such as a company logo or a watermark.

To insert an image: place your cursor where you want the image to appear in the document, click the Insert image icon in the toolbar, choose a source (such as Drive or Upload from computer ), and select the image. It will be placed in your document.

To adjust the image: Click the image in your doc, and a frame will appear around it with points at the corners and sides. Drag any of these points to resize the image, or click-and-hold in the center of the image and drag it to reposition it in the document.

To adjust how text works with the image: When you click the image, you’ll also see a small toolbar below it. The first five icons let you control how the text will appear in relation to the image. Options include In line (the bottom of the image will line up with one line of text), Wrap text (the text will automatically flow around the top, sides, and bottom of the image), Break text (the image appears on its own, with text above and below it), Behind text (the text appears over the image), and In front of image (the image appears over the text).

You can have text wrap around the image or choose other layout options. (Click image to enlarge it.)

To make further adjustments: Other options in the toolbar let you control whether the image moves with the text it’s next to or always remains in the same place on the page, rotate the image, and otherwise adjust it. Click the three-dot icon and choose All image options to open a sidebar with all the options for adjusting the image.

To insert a watermark: On the menu bar along the top of your document, click Insert > Watermark . The Watermark sidebar opens, where you can select an image to use as a watermark. See “ Google Docs power tips: How to add charts, citations, and more ” for details about adding and adjusting a watermark in a document.

Adding a watermark to a document template. (Click image to enlarge it.)

4. Headers and footers: add page numbers and other elements

Let’s say you want your business’ documents to include items such as page numbers or your company’s contact info at the top or bottom of every page. That’s where headers and footers come in.

When you create a header or footer for your template, it will automatically appear on all pages of your template, as well as any additional pages that someone using your template creates. (The exception is if you set your template’s first page to be unique, as described below.)

To add a header or footer: Double-click somewhere above or below the main body area of a page in your document template. Or, on the toolbar above your document template, click Insert > Headers & footers and choose either Header or Footer .

To add text to a header or footer: Just begin typing. You can adjust the text style using Docs’ usual text-formatting tools.

Adding a header to a document. (Click image to enlarge it.)

To add an image to a header or footer: Choose Insert > Image , then choose a source and an image to insert. The text wrap settings for an image set inside a header or footer are the same as for an image embedded in the main body of your document template, as described above.

To make the header or footer on the first page unique: Check the Different first page checkbox. The header or footer on the first page will be labeled “First page header” or “First page footer,” and the header/footer on all other pages will be labeled simply “Header” or “Footer.” You can add different elements to the two different headers/footers or leave one the other blank.

This can come in handy if, say, you’re creating a template for documents with a title page or if you want your company logo to appear in the header/footer on the first page only.

To add page numbers to a header or footer: In the header or footer area, click Options > Page numbers . The “Page numbers” panel appears, where you can choose whether to have the page numbers appear in the header or footer, whether to have a page number on the first page, and what number you want to start with.

Setting up page number location and format. (Click image to enlarge it.)

Another way to add page numbers is to select Insert > Page numbers from the top toolbar, then choose from one of four options:

• page number at upper right with numbering starting on first page
• page number at upper right with numbering starting on second page
• page number at lower right with numbering starting on first page
• page number at lower right with numbering starting on second page

Or you can select More options to bring up the “Page numbers” panel.

5. Extras: add dropdowns, tables, and more

In addition to the standard elements and settings covered above, you may find certain extra elements useful for specific types of templates. For instance, you could create a template for project management documents that will live online and are meant for team collaboration. Including some useful interactive elements in that template will help teams work together in any document created from the template.

Smart chips

Smart chips in Google Docs are small buttons that users can click to see more information, update information, or take other actions. We’ve got an in-depth guide to smart chips that covers the main smart chip types and how to use them, so here we’ll simply list some of the most useful smart chips to include in templates.

Dropdown smart chip: When a user clicks a dropdown, it opens a list of prepopulated text options that they can choose from to enter into the document. In a project management document, for example, you could have a status dropdown for a specific task that includes options for Not Started, Blocked, In Progress, and Completed. As the task moves through various stages, users can change the status dropdown accordingly.

Dropdown chips display options for document users to choose from.

Date smart chip: When a date smart chip is clicked, a small calendar opens. The user can then replace the date by clicking on another date on the calendar. So the date that you choose for this smart chip would serve as a placeholder that’s meant to be changed by the user of your template.

To change the date of a date smart chip, hover over the chip, click the date on the panel, and then select a new date on the calendar.

Variable smart chip: Available only with certain paid Google Workspace plans, variable smart chips are text placeholders that repeat throughout a document. For example, in a contract template you could create specific placeholders for Client Name, Address, Start Date, and so on. When the user replaces one Client Name placeholder with the client’s actual name, all the other Client Name placeholders are automatically updated. See our story with advanced tips for smart chips for details about using variable chips.

A very effective element to add to your template, a table invites the user to fill in its boxes with information. You can select the number of columns and rows in the table; set background colors for rows, columns, and/or individual cells; and optionally add column headers. To design your table with more interactive elements for users of your template to customize themselves, add dropdown or date smart chips inside its boxes.

As an alternative to creating a table from scratch, you could use a prebuilt Docs building block that pulls in smart chips. The “Product roadmap” building block, for example, is a simple task-tracking table that incorporates status dropdowns.

The product roadmap building block is a simple table template that you can customize as you like.

As with a table you create yourself, you can edit a building block table to suit your needs. See our smart chips guide for instructions on using building blocks.

6. Page settings: decide your template’s margins and page size

Before you finish your template, be sure to review and adjust its page settings, such as the page size and margins. On the menu bar above your document template, select File > Page setup .

Setting the template’s page margins. (Click image to enlarge it.)

Many printers are not able to print text and images close to the edge of a sheet of paper. So it’s best to set at least half an inch for all of your template’s margins: top, bottom, left, right.

Another thing about margins to keep in mind, particularly if you’ve carefully laid out text or images in the headers or footers: The margin numbers that you enter in the page setup settings affect these areas first. So if you set the top margin at 1 inch, then the top of the header will be 1 inch in from the top edge of the page. The main body of contents in your document template will be automatically set below the header.

But you can override this by setting the top and bottom page margins for your headers and footers separately from the margins for the main body of your document. To do so, select Format > Headers & footers from the menu bar above your document and adjust the header and footer margins.

Adjusting the header and footer margins. (Click image to enlarge it.)

Alternatively, you can set your template to not have margins at all by designating it as “pageless.” This also removes any page breaks, so your document appears as one page that gets longer as more content is added to it. A pageless layout makes sense if you’re designing a template for online documents, with no intention to print them to paper. This format allows more room for tables and graphics, but note that headers, footers, columns, and watermarks will not appear.

Setting a document as “pageless.” (Click image to enlarge it.)

You can also select a background color for all the pages in your template. You probably don’t want to change this from white if your template will be used to print to paper. A colored background is more appropriate for a template that’s in pageless format.

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Howard Wen ( www.howardwen.com ) is a longtime contributor to Computerworld . He specializes in explainer guides, how-tos, and reviews of office applications and productivity tools.

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How to Make a Template in Google Docs: Step-by-Step Guide

Creating a template in Google Docs can be a real game-changer, especially if you find yourself creating the same type of document over and over again. By setting up a template, you can save oodles of time and make sure your documents always look consistent and professional. And guess what? It’s super easy to do! Let’s get into the nitty-gritty of how you can make a template in Google Docs.

Step by Step Tutorial: How to Make a Template in Google Docs

Before we dive into the steps, let’s talk about what we’re going to achieve. By the end of this mini-guide, you’ll have your very own custom template in Google Docs that you can use whenever you need it. Say goodbye to repetitive formatting and hello to efficiency!

Step 1: Open Google Docs

Open Google Docs and start a new document. This blank canvas is where your template magic begins.

Starting with a new document ensures you’re working with a clean slate. Make sure you’re logged into your Google account, then navigate to Google Docs. If you don’t see the option to start a new document right away, look for the “+” button or “Blank” option. This will open up a new document where you’ll create your template.

Step 2: Set Up Your Document

Format your document just the way you like it. This could include adding headers, footers, specific fonts, or anything else you want in your template.

Think about the elements you use frequently in your documents. Do you always use a certain font size for headings? Do you like a particular page margin? Set all these elements up now. This is your chance to make sure every document you create from your template looks exactly the way you want it to.

Step 3: Add Content and Placeholders

Add any permanent content and placeholders for the content you’ll change in each new document you create from this template.

Permanent content might be things like your company logo, contact information, or a standard introductory paragraph. Placeholders are areas where you’ll add new information each time, like date fields, recipient names, or specific data. Use brackets or bolding to make these areas stand out so you can easily find and replace them in the future.

Step 4: Save as a Template

Go to the ‘File’ menu, select ‘Save as Google Docs Template,’ and save your document in the ‘Template Gallery.’

When you click on ‘File,’ you’ll see the option to ‘Save as Google Docs Template’ towards the bottom of the drop-down menu. Once you click this, you’ll be able to name your template and save it to the ‘Template Gallery.’ This is like your personal template store where you can pick and choose the exact template you need for any given task.

After you complete these steps, you’ll have your very own template saved in the Google Docs Template Gallery. Whenever you need to create a new document, you can just go to the gallery, select your template, and a new document with all your preset formatting and content will be ready to go. This means no more setting up documents from scratch each time!

Tips for Making a Template in Google Docs

• Keep it simple. Don’t clutter your template with too many elements. Focus on the essentials to make it versatile.
• Use styles. Google Docs allows you to set up custom styles for headings and text, which you can then easily apply throughout your document.
• Test your template. Create a document from your template to make sure everything looks and works the way you want it to.
• Share your template. If you’re working with a team, share your template with them so everyone’s documents are consistent.
• Update as needed. If you find you’re making the same changes to documents created from your template, consider updating the template itself to save even more time.

Frequently Asked Questions

What’s the difference between a document and a template.

A document is a file you work on and edit directly, whereas a template is a master copy that you can use as a starting point for new documents.

Can I make a template with specific Google Docs add-ons?

Yes, you can include add-ons in your template, but ensure that the users of the template also have those add-ons installed for them to work properly.

Can I use my template on a mobile device?

Yes, as long as you’re signed into your Google account, you can access your templates from the Google Docs app on your mobile device.

How many templates can I save in Google Docs?

There’s no limit to how many templates you can save in Google Docs. Go nuts!

Can I edit a template after I’ve saved it?

Absolutely! Just open the template from the gallery, make your changes, and resave it.

• Open Google Docs.
• Set up your document.
• Add content and placeholders.
• Save as a template.

Templates in Google Docs are a fantastic way to streamline your workflow and ensure consistency across your documents. Whether you’re whipping up business reports, crafting newsletters, or setting up invoices, having a go-to template can save you a ton of time and hassle. Plus, it’s not rocket science to create one! You’ve got the tools at your fingertips, and with just a few clicks, you can have a professional-looking template ready to go.

Don’t be afraid to experiment with different styles and layouts until you find the perfect setup that meets your needs. Remember, the whole point of a template is to make your life easier, so tailor it to fit your specific work style. And if you ever find yourself stuck, just circle back to this guide. We’ve covered everything you need to know to make a template in Google Docs, and you’ll be a template-making whiz in no time! So, what are you waiting for? Get out there and start creating!

Matthew Burleigh has been writing tech tutorials since 2008. His writing has appeared on dozens of different websites and been read over 50 million times.

After receiving his Bachelor’s and Master’s degrees in Computer Science he spent several years working in IT management for small businesses. However, he now works full time writing content online and creating websites.

His main writing topics include iPhones, Microsoft Office, Google Apps, Android, and Photoshop, but he has also written about many other tech topics as well.

Read his full bio here.

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Are you looking for a new free business proposal template in Google Docs? Our samples are made by professional designers, so they have a unique structure and layout. Also, you can edit and customize them at any time using Google Docs, Google Slides, and Google Sheets. The customization is available online and is straightforward. Every user can personalize the design or style within a few minutes.

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Free Google Docs Project Management Templates

By Kate Eby | May 25, 2022

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We’ve compiled free Google Docs project management templates essential for project managers, project sponsors, quality assurance, team members, and other personnel. Plan, monitor, and deliver your projects with these templates. 

Included on this page, you'll find a project management timeline template , a project management Gantt chart template , an Agile project charter template, a project management business requirements template , and a project management quality control template , all in Google Docs format. You’ll also find a list of best practices for using a Google Docs project management template .

Project Management Timeline Template

Download Project Management Timeline Template – Google Docs

Ensure that you meet all project deliverables with this simple project management timeline template, which helps you schedule key milestones, project phases, and individual tasks. When  you assign each milestone to a business quarter in the Milestones table, a sequential view of your project’s phase and task start and end dates will populate in the Phases timeline. This simple project timeline is the perfect tool for project managers to keep sponsors, team members, and other stakeholders apprised of a project’s due dates and status. 

To learn more about optimizing project management timelines using Google Docs, see this collection of free Google Docs timeline templates .

Project Management Gantt Chart Template

Download Project Management Gantt Chart Template – Google Docs

Use this project management Gantt chart template to create project tasks, assign task owners, set start and end dates, and monitor task completion. The template’s phase-by-phase Gantt chart provides you with color-coded task durations and percentage completed for each task. Follow the template’s project phases, from Project Conception and Initiation and Project Definition and Planning to Project Launch and Execution and Project Performance and Monitoring , to ensure that you account for all deliverables and individual tasks. By doing so, you can guarantee that all team members are aware of their responsibilities and the project is set up for success.  

For more Gantt chart resources and templates, see this comprehensive collection of Gantt chart templates .

Agile Project Charter Template

Download Agile Project Charter Template – Google Docs 

Keep all Agile project engineers, architects, QA personnel, and Scrum masters in the know with this comprehensive Agile project charter template. The template includes a General Project Information section for your Agile charter’s basic details, such as project name and Scrum master, and a Project Details section, where you can provide your charter’s executive summary, objectives, expected benefits, scope, estimated cost and resources, milestones, and success metrics. This template is a perfect solution for program managers or Scrum masters to describe an Agile project in its entirety.

Project Management Business Requirements Template

Download Project Management Business Requirements Template – Google Docs

Improve your project’s chances of success with this easy-to-fill, comprehensive project management business requirements template. The template includes helpful explanatory text to ensure that you fully define your project’s business needs, whom the project will benefit, and how the project will be developed and executed. This customizable template allows you to edit each section column name to suit your project’s particular needs. By doing so, you can ensure that your project moves successfully from the requirements stage to planning and development.

Project Management Quality Control Template

Download Project Management Quality Control Template – Google Docs 

Keep your project on track for high-quality delivery with this project management quality control template. Enter a unique ID for each defect, the defect type, who detected the defect, priority (e.g., critical, high, medium, or low), severity, and current status. By listing each project bug, you and your team can address and eventually resolve defects and ensure that you maintain high overall project quality.

Project Definition Template

Download Project Definition Template – Google Docs

Designed to help you identify all components of an upcoming project, this project definition template is the perfect tool for project managers to define project objectives, scope, milestones, resources, and responsibilities. Enter project overview details such as the problem or issue, project purpose, business case, goals and metrics, and expected deliverables. List details of your project’s scope, tentative schedule, resources, costs, risks, constraints, and assumptions to ensure that your project is adequately defined and on track to be green-lit.

Multiple Project Roadmap Template

Download Multiple Project Roadmap Template – Google Docs 

This multiple project roadmap template allows you to enter project-by-project phases and tasks so that you and your team can work on multiple projects simultaneously. With built-in, color-coded status and risk assessment keys, this visually dynamic template provides easy-to-read status updates at a glance. Drag and drop phases or tasks and lengthen their durations as needed to accommodate each of your projects’ elements and keep them all running optimally. 

To find similar project management templates in Google Sheets format, see this comprehensive collection of templates .

Project Action Plan Template

Download Project Action Plan Template – Google Docs 

Use this project action plan template to create a dynamic action plan that will help you achieve all project goals. In the template’s Action section, enter the action steps for each project goal or task and the team member assigned to it, along with its priority, status, start and end date, and expected duration. This engaging, reusable project action plan template will keep all team members in the loop and help project leaders identify areas for improvement.

Project Progress Report Template

Download Project Progress Report Template – Google Docs 

Use this simple, customizable project progress report template to assess daily project development. Enter project overview details, daily overall progress, and any project delays or incidents so that you can provide stakeholders with a day-by-day progress report. Compare each day’s progress to your project plan, ensuring you are on track to meet all deliverables in your project plan. 

Read this Google Calendar templates article to find additional customizable calendar templates for Google Docs and Google Sheets, and to learn more about getting the most out of your scheduling.

Performance Project Report Template

Download Performance Project Report Template – Google Docs 

Keep your project team members on track for delivering a high-quality project with this performance project report template. Easily track task statuses, estimated completion dates, and project milestones directly in the template. A Project Details section enables you to assess the schedule performance, budget performance, quality, and risks of each project activity. By doing so, you can communicate the project’s key performance elements and statuses to project sponsors and other stakeholders. 

To find more project schedule resources in Google Sheets, see this collection of free Google Sheets scheduling templates .

Project Control Report Template

Download Project Control Report Template – Google Docs 

The effort and time you put into your project control will pay off by ensuring that your project is delivered on time and providing valuable insight into your project management process. This visually rich project control report template helps you keep your project on track by color coding project item risks and roadblocks, potential risks, and on-track items for quick and easy reference. Use the Overall Project Status section to inform team members and stakeholders of overall project status and highlights.

What Is a Google Docs Project Management Template?

A Google Docs project management template is a document that helps guide you through the phases of a project lifecycle, from planning to delivery. Use a Google Docs project management template to plan, schedule, monitor, and fulfill your project deliverables.  

As a project manager, you need to be able to anticipate and plan for a project’s scope, budget, resources, scheduling, day-to-day development logistics, and assessment. Having the right tools in hand can help you account for all components of a project. 

A project management template helps ensure that you adequately plan, schedule, monitor, and evaluate your project.  

Though project management templates may vary, they typically include the following components: 

• Project Name: Record the name of the project. 
• Project Manager: Enter the name of the project manager (PM) responsible for planning, organizing, and delivering the project. 
• Project Sponsor: List the name of the project board member sponsoring your project.  
• Project Description: Provide a brief explanation of the project.  
• Start Date: Set the scheduled date for the project to commence. 
• Completion Date: Set the date by which the project should be finished.  
• Problem or Issue: State the problem or issue for which the end user, such as the client or target audience, needs a solution. 
• Purpose of Project: Explain how the project will resolve the end user’s problem or issue. 
• Business Case: Provide the business case, or justification, for undertaking your project.  
• Goals or Metrics: List the project’s goals and the metrics or KPIs you will use to evaluate its performance.
• Expected Deliverables: List the project’s service or product that your project will produce. 
• Project Scope: Define the project’s scope, including requirements, functions, or features, to be delivered by project’s end, and what falls out of scope for the project. 
• Project Schedule: Include what the project needs to achieve and when it has to do so. Typically a project schedule is set on a project timeline or Gantt chart. 
• Resources: List the resources, such as equipment or personnel, required for the project.
• Costs and Budget: Provide details of the project’s expected costs and any other budgetary information. 
• Risks, Constraints, and Assumptions: Outline any potential risks, constraints, and assumptions that need to be considered for project planning. 
• Milestones: List the specific milestones along your project timeline that must be met. Include a completion date for each. 
• Task Title: Enter a unique title for the project task. 
• Task Owner: List the name of the team member responsible for completing the task. 
• Task Start Date: Enter the date that work on the task should begin.  
• Task Due Date: Enter the date by which the task must be completed. 
• Task Priority: List the task’s priority in being completed, such as critical, high, medium, or low.  
• Task Status: Provide a status for the task, such as Not Started, On Hold, In Progress, or Complete .   
• Percentage of Task Completed : Enter a percentage completed for the task. 
• Risk Level: Provide a risk level for the entire project, and indicate whether the project is on track, includes potential risks, or faces risks and roadblocks that might delay completion.

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