Outlines & Templates

The outlines and templates section is meant to give Members a place to start, and the resources they need to begin developing a revenue-focused infrastructure. Access to these templates provide a foundation for developing strategic plans, sales plans, marketing plans, commercialization strategies, budgets, cash flow evaluations, revenue projections, and other uses that would be helpful for many small life science enterprises. Once more, it’s a place to start.

We will continue to add outlines & templates to the collection, and occasionally there may be different iterations of the same template due to advancements in technology, more efficient methods, connectivity, APIs, and evolving market requirements. When we add to this inventory, we will always let you know.

Business Plan

This template includes instructions for each section of the business plan, followed by corresponding fillable worksheet/s.

The last section in the instructions, “Refining Your Plan,” explains ways you may need to modify your plan for specific purposes, such as getting a bank loan, or for specific industries, such as retail.

Proofread your completed plan (or have someone proofread it for you) to make sure it’s free of spelling and grammatical errors and that all figures are accurate.

Business Plan – Annual Marketing Budget

Opening Day Balance Sheet

Start-Up Expense

P&L Projections (1 yr.)

P&L Projections (3 yrs.)

Cash Flow (3 yrs.)

Balance Sheet Projections