Notion – Business Planning Checklist Template


Use this template to use for planning in your business.

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Notion – Business Planning Checklist Template

Use this template to use for planning in your business.

Why You Need This Template

In the dynamic world of business, having a structured plan is crucial for success. The Business Planning Checklist Template is designed to guide you through the comprehensive steps of developing, launching, and growing a business. With this template, you streamline the process of planning, ensuring that you donā€™t miss any critical aspects, from idea development to exit strategy.

Template Features

  • Business Idea Development:Ā Helps you identify and refine your business idea, conduct feasibility studies, define your value proposition, and establish business goals.
  • Market Research:Ā Assists in analyzing your target market, conducting competitor analysis, identifying customer needs, and exploring market trends and growth potential.
  • Business Structure Planning:Ā Guides you in choosing and registering your business structure, and obtaining the necessary licenses and permits.
  • Business Plan Writing:Ā Provides a framework for writing an executive summary, company description, and sections on products/services, market analysis, organization and management, marketing and sales strategy, funding request, and financial projections.
  • Funding Planning:Ā Helps determine initial funding requirements, identify funding sources, and prepare proposals for potential investors or lenders.
  • Brand Development:Ā Assists in creating a business logo, developing a website, and setting up social media profiles.
  • Operations Planning:Ā Guides you through developing an operational plan, setting up a physical location, and securing suppliers and vendors.
  • Financial Planning:Ā Provides assistance in setting up a business bank account, establishing accounting systems, planning financial controls and procedures, and preparing a budget.
  • Marketing Strategy Development:Ā Helps in developing a marketing plan, identifying target customer segments, planning promotional activities, and developing a pricing strategy.
  • Implementation & Monitoring:Ā Guides you in executing your business plan, monitoring progress, adjusting as necessary, and establishing key performance indicators (KPIs).
  • Legal Considerations:Ā Offers guidance on consulting with business attorneys, understanding tax obligations, and implementing contracts and legal agreements.
  • Continuous Improvement:Ā Assists in regularly reviewing and updating your business plan, collecting customer feedback, and conducting ongoing market research and analysis.
  • Exit Strategy Planning:Ā Helps plan for the potential sale or closure of your business and establish succession planning if necessary.

Adding Template To Your Account

After purchasing the Business Planning Checklist Template from Gumroad, duplicating it to your Notion account is straightforward. Follow these steps:

  1. Open the Template:Ā Once purchased, open the template link provided.
  2. Duplicate the Template:Ā On the upper-right corner of the page, youā€™ll find the ā€œDuplicateā€ button. Click on it.
  3. Select Workspace:Ā A window will appear asking you to select the workspace where you want to add the template. Choose the desired workspace.
  4. Duplicate:Ā After selecting the workspace, click on the ā€œDuplicateā€ button at the bottom of the window. The template will then be added to your selected workspace, ready for use.

With these simple steps, the Business Planning Checklist Template will be available in your Notion account, ready to guide you through the meticulous process of business planning and execution.

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