About the Business Plan Template

Take the stress out of business planning with this easy-to-use 3 page Small Business Plan Template from Ready to Boss Legal.

Designed for Australian entrepreneurs by Emma Heuston from Ready to Boss Legal, this digital download helps you get clear on your business vision, ideal customers, products/services, and finances – all on just three pages. No jargon, no overwhelm. Just pure strategy that cuts to the heart of your business and making profits.

 It has been designed for small business owners in Australia who want a simple, practical tool to map out their goals, customers (clients), finances, marketing and compliance obligations. It’s suitable for service based and product base businesses and can be customised to suit your industry.

Inside you’ll find:

• A business snapshot section to capture your ABN, structure, and brand details

• Vision, mission, and unique value proposition prompts to clarify your purpose

• Marketing, sales, and ideal client information

• Finance snapshot with income, expenses, and breakeven calculator

• A simple goals and success metrics tracker

This template is perfect for:
✔️ New businesses setting up for the first time
✔️ Side hustlers wanting a lean plan before launch
✔️ Small business owners who need a quick refresh (or create a business plan for the first time ever)
✔️ Coaches, consultants, or service providers who want a clear framework

✔️ NDIS business owners

Instructions for use

1.       Download and save – download a copy of this template to your device and save the master copy

2.       Work through each section – complete each of the 10 sections step by step. The template is divided into 10 clear parts: business snapshot, vision and mission, products/ services, ideal customer, marketing and sales, operations and team, legal and compliance, finance snapshot, goals and actions and success metrics.

3.       Tailor to your business – replace the placeholder text in red with your own details. Be specific with your goals, income targets and marketing activities.

4.       Keep it current – review your plan each quarter (or at least annually). Update it as your business grows and pivots. Use your master copy to do this (ie no need to buy another business plan template!)

5.       Use alongside other Ready to Boss Legal templates – for a complete legal and business foundation, pair this template with our service agreements, website policies, privacy policies and employment/ contractor agreement templates (all available in our online template shop).

If you need further assistance

If you have questions, please get in touch with us via bossteam@readytobosslegal.com

Disclaimer

Ready to Boss Legal is a legal publisher. We are not a law firm or a business adviser and you acknowledge that by purchasing, downloading and customising this template, Ready to Boss Legal is not acting as your lawyer or business adviser or providing you with legal or business advice.

This template is legal and business information only and should not substitute for or constitute professional legal advice or business advice. We recommend you consult with a lawyer for legal advice and an accountant or business adviser for business advice.

All copyright in this document belongs exclusively to Ready to Boss Legal. We grant you a one use non-exclusive, royalty-free, revocable license to use this document for the purposes of using it in your business or for personal use. However, this document may not be copied, given to a third party, re-sold, reproduced, transmitted electronically or otherwise used in any way in whole or in part for the purpose of commercial gain by you for any purpose that may amount to competition with Ready to Boss Legal.