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Business worksheet

Simple business plan guide

Work through your customers, products, operations and finances. Use the guided worksheet to write, download or print a small business plan.

Before you start

Useful for: First-time business owners, market traders, service providers, and people preparing to apply for support or funding.

  • Decide what your business is trying to achieve over the next 6 to 12 months.
  • Gather basic information about your costs, customers, competitors, and the support you already have.
  • Keep your writing practical and specific. Avoid promises you cannot measure or deliver.
Jump to a section
  1. 1. Vision and business summary
  2. 2. Customer and market
  3. 3. Offer and pricing
  4. 4. Operations and delivery
  5. 5. Marketing and growth
  6. 6. Money and next steps

Your worksheet

Type your notes below, then download or print a copy. Notes stay on this page and are not saved when you leave.

Vision and business summary

Start with the short story of the business and the result you want to create.

What does the business do?

What do you want the business to become in the next 1 to 3 years?

How would you explain the business in a few clear sentences?

Customer and market

Explain who the business serves and what makes demand real.

Who are your main customers?

What need, problem, or demand are you responding to?

Who else provides something similar and how are you different?

Offer and pricing

Show clearly what you sell and how the business makes money.

What are your main offers?

What makes people choose you?

How do you price your products or services?

Operations and delivery

Explain how the business actually works day to day.

Where will the business operate and how will customers receive the service or product?

What do you need to operate?

Who is involved and what does each person do?

Marketing and growth

Show how the business will attract customers and build momentum.

How will people hear about your business?

What growth target do you want over the next 6 to 12 months?

Are there schools, NGOs, shops, churches, or community groups that can help?

Money and next steps

End with the practical money picture and the actions that come next.

What money is needed and for what?

How will the business earn money each month?

What are the first 3 things that must happen after this plan is written?

Worked example

A fictional business, shown to help you fill in the worksheet.

Tisunge Learning Hub: Tutoring and digital skills support

A small education business offering after-school tutoring, English support, and beginner digital lessons for young people and adults.

Vision and market

  • Vision: become a trusted learning support centre for students and job seekers in Dzaleka.
  • Main customers are secondary students, exam candidates, and youth seeking basic digital skills.
  • Need: affordable tutoring and practical skills support outside formal school hours.

Offer and operations

  • Offers include English tutoring, CV support, and computer basics.
  • Classes run in the evening and on Saturdays using shared laptops and printed materials.
  • One lead tutor teaches while a second helper manages attendance and follow-up.

Growth and money

  • Marketing uses WhatsApp groups, school contacts, and posters near learning centres.
  • Growth goal is 40 regular learners within 6 months.
  • Next steps are to secure a teaching venue, confirm lesson prices, and publish a simple timetable.
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