Create Your Own Customized Business Plan Template

Given the rapidly evolving nature of today's business environment, Business Consultants, Advisors, and Universities are perpetually in search of strategies to modify business plan templates, ensuring they cater precisely to the needs of clients or students.

Upmetrics provides an easy-to-use solution, facilitating the creation of tailored templates that resonate with clients and students alike.

Steps to Create Your Own Business Plan Template: 

Once the feature is activated, you'll see an option Use this workspace as a template when adding a new workspace. Select this option to begin crafting your template.

Ensure the Use this workspace as a template box is checked, then click Create Workspace to proceed to the next step.

In the outline section of your template, you have the freedom to create a customized structure for your business plan.

Start by laying out the main chapters ensuring each chapter aligns with the specific aspects of your business you wish to highlight. This step is crucial for establishing a clear and logical flow of information throughout your plan.

When developing your custom outline, utilize sections, texts, and subsections to organize your chapter content. These elements can be easily added and arranged using the drag-and-drop feature for optimal structure.

By accessing the "Guide Sections" area, you can select the "Write Help" option, which is specifically designed to facilitate the addition of chapter-level instructions.

Utilizing the platform's drag-and-drop feature, you can precisely place these instructions within each chapter, ensuring that users have clear, accessible guidance on how to approach and complete each section of their business plan.

After finalizing your template, you can submit it for publication by navigating through your account to,

Workspace Settings > Settings > Publish My Template > Yes, Request Publish

The Upmetrics team will review your template. If approved, it will be published and made available under the Other section of the Sample Plan page for use.