Templates and tools

Planning should always be the first step in developing a business. A plan gives your business direction and helps you prepare for a lot of what you may need to overcome in the future. After consultation with business intermediaries, business.gov.au has developed a suite of free planning templates and checklists to help guide your business.

Read about Developing your business plans for more information the importance of planning and what to do before writing your business or marketing plans.

Watch our business videos to find out more about business.gov.au tools to help you start or grow your business.

Checklists for starting and growing a business

Business plan templates

Marketing plan templates

  • Marketing plan template and guide This template can help you integrate your total marketing effort and gives you a targeted approach to developing your business' products or services. Download this version if you want to edit and print the marketing plan template and guide.
  • Read How do I develop a marketing plan? for an alternative format to the information contained within the downloadable version.

Succession plan templates

  • Succession plan template guide Download this template to help you plan for the day when you leave your business. Planning for this time can provide a smooth transition and lowers the risk of disruption to your operations.
  • Read How do I develop a succession plan? for an alternative version of the information within the downloadable plan, to help you start developing your own Succession plan.

Financial templates

  • Start-up costing If you're thinking of starting a business, a start-up costing sheet can help determine how much money you need to start.
  • Cash flow statement A cash flow statement tracks all the money flowing in and out of your business and can reveal payment cycles or seasonal trends that require additional cash to cover payments.
  • Profit and loss statement A profit and loss or income statement lists your sales and expenses and helps you work out how much real profit you're making or losing.
  • Balance sheet A balance sheet is a snapshot of your business on a particular date. It lists all of your business' assets and liabilities and works out your net assets.
  • Financial calculators Use this template to calculate your key financial ratios and help you analyse the financial health of your business.
  • Glossary of key financial terms Find definitions for financial terms that you may come across when you are dealing with accountants and financial institutions, or while running your business.

Emergency management & recovery plan templates

Business Toolkit for Indigenous Women

The Business Toolkit for Indigenous Women is a practical guide to help female Indigenous business owners understand the requirements of running a business.

The Toolkit includes:

  • real-life case studies
  • fact sheets
  • checklists
  • Frequently Asked Questions
  • information about government resources
  • tips on time management, balancing your business and asking for support.

Download the Business Toolkit for Indigenous Women now.

Australian IP Toolkit for Collaboration

The Australian IP Toolkit for Collaboration helps facilitate, simplify and improve collaborations between industry and researchers.

Download the IP Toolkit.

Digital Business Kits

The Digital Business Kits provide the tools and resources required to help businesses embrace the world of digital business.

Major Projects Help tool

The Major Projects Help tool helps major project proponents to find out what legislations can affect their new project in a simple and easy to navigate manner. The tool provides a tailored list of relevant legislation for an individual project based on the selections made within the tool. Links are provided to regulation factsheets that further explains the applicable legislation.

Business Apps

business.gov.au previously had a suite of business planning apps for iPad and Android: MyBizPlan, MyBizShield, MarketMyBiz. These apps were decommissioned in February 2018. Alternatively you can download Word versions: Business planning template, Marketing planning template and Emergency management template.

Other useful tools and resources

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