Changing Business Plan Template

Crafting a business plan is an essential step for any entrepreneur, serving as a roadmap for the journey ahead. However, as your business evolves, so too might your vision and strategy, necessitating a change in how you present and structure your plan.

Upmetrics, A leading platform for business planning, understands this need and offers the flexibility to change your business plan template. This adaptability is crucial for aligning your business plan with current objectives and strategies.

Reasons to Change the Business Plan Template:

• Strategic Shifts: Your business strategy might evolve, requiring a different template to better articulate new goals or directions.
• Market Changes: Evolving market trends or competitive landscapes could lead to adjusting your plan to stay relevant.
• Wrong Template selected: Selecting the wrong template for your business plan is a common issue that can lead to misalignment between your business strategy and how it's presented.
• Business Growth: As your business expands, your original plan might need an update to reflect new goals, products, or services.

Steps to Change the Business Plan Template in Upmetrics:

It's essential to Reset your current business plan before applying a new template. This step ensures a clean slate, preventing any formatting or content issues.

Choose Workspace and open Workspace Settings.

Look for the Setting section within your workspace setting and locate the Reset Business Plan option.

Upon clicking Reset Business Plan, a confirmation popup will appear. Click on OK, Reset to proceed with resetting your plan. This action will clear your current business plan details.

After the reset, the system will automatically redirect you to the template selection page, where you can view the available templates.

Browse through the templates and click on Select next to the template that best fits your revised business strategy.