Tools and Resources

With over 40 years of experience in helping people to set up in business, it’s fair to say we’ve picked up a lot of tips and tricks. On this page, you will find a selection of business templates.


Business Planning

A business plan is a formal document which outlines your business strategy and your business goals. It should include information about your products or services and the market that it will operate in. A business canvas model is a one page business planning tool which allows you to simply plot your strategy.

Download our Business Plan template (PDF) >

Download our Business Plan template (Word) >

Business Canvas Model >


Cashflow Forecast

Whether you’re preparing to launch or are already trading, cashflow forecasting is one of the most important aspects of running a business. Your cashflow forecast can support you to plan how much you expect to make in sales, how much you expect to spend and will help you understand when cash will come into your bank account. Making a cashflow forecast can initially appear a daunting task, however, the easiest way to complete a cashflow forecast is to break it into small and manageable steps.

Download our Annual Cashflow Forecast Template >

Download our 12 Week Cashflow Forecast >