Apply a new template to an existing business plan

There are a variety of professionally designed business plan templates tailored to different industries and business types. These templates provide structured sections, helpful prompts, and a refined layout to enhance the overall quality and clarity of your plan.

If you’ve already started working on a business plan and wish to improve its structure or align it with a specific industry, you can apply a new business plan template without starting from scratch. While applying a new template may replace some structural elements and content, you have the flexibility to choose whether or not to retain your existing data. This means you won’t necessarily lose your current content, you can selectively update your plan using the new template to enhance its format and effectiveness.

Whether you're updating your plan for presentation, investor review, or simply need a fresh layout, switching to a new template can help streamline your planning process and give your content a more professional look.

This guide will take you through the steps to apply a new business plan template to your existing business plan.

Steps to use a new business template with your current business plan:

1

In your account, navigate to the left-hand sidebar, find the Sample Plans section under Resources, and click on it.

2

Browse through the available templates. Once you find your preferred business plan template, click on the Use Template option.

3

A pop-up will appear. Choose the Existing Workspace option to apply the template to a business plan you’ve already started.

4

You’ll see a list of your existing workspaces. Select the one where you want to apply the template.

Make sure to check the box  Keep Existing Business Plan Data if you want to preserve your current content.

Click Apply Template to proceed.

TIP: To copy an existing business plan to a new workspace, check out this guide.

The new template will be applied to your existing business plan, with an updated structure and chapters. You can now customize, edit, or add new content as needed to align with your goals.

Applying a new business plan template to your existing plan is a great way to refresh your content layout, align with a specific industry format, or simply enhance the overall structure. With the option to retain your current data, you can easily adopt a new template without losing your work.