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Software & free templates for business plans, financial projections, cashflow forecasting plus free business plan tools, models, samples, guides & planning papers
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Free-Plan Free Business Plan Guide & Template

Free-Plan: Click to display full sizeFree-Plan is a Business Plan Guide and Template compiled and distributed as freeware by PlanWare. It comprises:

  1. The Template (48 pages) contains a detailed framework and structure for writing a business plan with sample text, typical tables and charts (click thumb opposite to enlarge view). It requires Microsoft® Word® (97, 2000, XP, 2003, 2007, 2010 or 2013).

  2. The complementary Guide (supplied as a 90+ topic Help file and as a 100+ page PDF file for printing) offers extensive section-by-section help related to the Template. It covers executive summary, strategy and mission, profiling target markets, marketing strategies, sales plans and projections, technology and R&D, operations and management, financial projections and funding. It also discusses such matters as planning to plan, length of a business plan and writing a basic/short plan.

Free-Plan is ideal for new and established businesses seeking to expand, raise finance etc. which need to produce a comprehensive business plan for internal/external use. While Free-Plan is not specifically aimed at very small businesses (e.g. annual sales under, say, $250,000), it contains many ideas and issues which could be adopted to produce a shorter, simpler plan as explained in the Guide.

Click to display full sizeIf you also need financial forecasts for a business plan, have a look at our Microsoft® Excel® based range of templates for generating comprehensive 3-5-7 year projections (income, cash flow, balance sheets, ratios charts etc.). They incorporate copies of Free-Plan and can be downloaded as either freeware or try-before-you-buy. Click thumb opposite to see dashboard generated by Basic version.

To Download Free-Plan:

Click an appropriate link below:

   
  
  
Free-Plan - Self installing (FREEPLAN.EXE - 1.6 meg)
or:

Free-Plan - Zipped File (FREEPLAN.ZIP - 1.4 meg)
  • Requires Microsoft® Windows® 95/98/Me/NT/2000/XP/Windows Vista® running with Word 97, 2000, XP, 2003, 2007.
  • If you are using Windows XP or Vista, you can ignore the Security Warning about "unknown publisher" when downloading FREEPLAN.EXE as we are the publisher.
  • If using Word on a Mac, you'll be able to open and use the zipped version of Free-Plan.
  • FREEPLAN.ZIP needs to be uncompressed using an utility like WinZip before installation.
  • Our Privacy & Security Statement applies to all our software. This means that Free-Plan DOES NOT contain "adware", "spyware" or any devices for collecting and/or transmitting any user information.

To Install Free-Plan:

Run the downloaded EXE file to install it, or unzip the downloaded ZIP file and open the zipped files. If you need an unzip utility, download WinZip.

To Use Free-Plan:

Use Start | Programs | Free-Plan and select Free-Plan Template, or go to the folder where you installed Free-Plan and click on FREE-PLAN_TEMPLATE.DOC. Both approaches will start Microsoft Word and load the Template.

The detailed Guide can be opened via Start | Programs | Free-Plan or by clicking FREE-PLAN_GUIDE.CHM (HTML style help file) or FREE-PLAN_GUIDE.PDF (to view, you will need the widely-used free Acrobat Reader) if you'd like a printable copy of the Guide.

To Register Free-Plan:

Free-Plan: Click to display full sizeFree-Plan is freeware. The supplied Template is a protected, 'read-only' document for Microsoft Word. Upon registration, this protection can be removed and the Template can be freely modified by the registered user. Free-Plan registration is completely free and there are no strings attached ! You will not be added to any email list as a result of registering. Check our privacy policy.

To register Free-Plan, you should email its serial number which is visible on the first page of the Free-Plan Template file (click thumb opposite to enlarge) to <freeplan@planware.org>. View a Tutorial (2 minutes) on how to register and start using Free-Plan.

To Uninstall Free-Plan:

Use Add or Remove Programs within the Control Panel (access via Start | Settings).


Click to display full sizeOther Business Planning Resources at PlanWare:

Exl-Plan - range of Excel-based planners for generating fully-integrated, pro-forma financial projections for business and strategic plans for 3, 5 or 7 years ahead. Includes copy of Free-Plan. Details   Downloads (free and try-before-you-buy) Click link opposite to see profitability planning tool included in Super, Super Plus, Ultra and Ultra Plan versions.

Plan Write Business Planner - comprehensive business plan tool for new or established businesses. Details, demo etc. (commercial software)

Cashflow Plan - powerful Excel-based planner for creating rolling 12-month cash flow forecasts with integrated income and balance sheet projections for any size or type of business. Details   Downloads (free and try-before-you-buy)

White Papers - covering all aspects of writing a business plan, devising strategies, making projections and more. View (free)

Business Plan Guide - section-by-section description of all the elements of a comprehensive business plan. View (free)

Online Tools - for business plans, strategic planning and financial projections. Details (free)

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PlanWare, Cashflow Plan, Exl-Plan, Quik-Plan, Free-Plan, Biz-Plan, Easi-Plan, Cash-Plan, Pers-Plan, Your-Plan and Bank-Plan are trademarks or registered trademarks property of Invest-Tech Limited. Microsoft and the Office logo are trademarks or registered trademarks of Microsoft Corporation in the United States and/or other countries. Plan Write, Quick Insight and Business Insight are trademarks or registered trademarks property of BRS Inc. © Copyright 1999-2014. Invest-Tech Limited. All rights reserved.