Customizing your plan outline and template

After importing a sample business plan or by using any business plan template, Before you begin writing, it’s important to take a look at the topics included in your plan outline to make sure contain everything you need. By adding, removing, and rearranging chapters and sections, you can customize the plan to contain exactly the content you want.

If you're not sure how to customize your plan outline at the moment, don't worry too much about it. Just begin filling in the sections of the default outline, and if you think of customization, later on, you can add them at any time.

These steps show you how to use the customization options:


Navigate to the outline page in your business plan tool:


Add new sections/elements from content sidebar. Drag the section and drop it into the outline.


Change the order of sections, Move to arrange section up or down.


Delete and update sections as shown below: