The Business Plan Template Masterpack

1. The 2025 SGI Business Plan Template

SGI's flagship business plan template, built to the documentation standards required by UK banks, the Start Up Loans programme, Innovate UK, and angel investors. A full, investor-ready structure covering Executive Summary, Business Overview, Market Opportunity, Product and Solution, Business Model, Go-to-Market Strategy, Team and Operations, Risk Management, Financial Plan, and Appendix. Includes target word counts and worked examples for each section. The most downloaded resource in the SGI library.

2. Completing Your Business Plan -- The Instruction Guide

A step-by-step companion to the business plan template, providing detailed instructions and examples for every section. Covers what to write, how much to write, what funders look for in each section, and the most common mistakes made in each. Makes the difference between a template that sits unused and one that produces a funded business plan.

3. The SGI Business Plan Checklist

A scoring checklist covering 11 core sections of a business plan -- Executive Summary, Business Overview, Market Research, Product and Solution, Business Model, Go-to-Market Strategy, Team and Operations, Risk Management, Financial Analysis, Appendix, and Presentation. Each section is scored against the required criteria. Includes a summary of the most common rejection reasons across each section. Use it before every submission to a funder.

4. The Business Model Canvas

A single-page framework to stress-test a business concept across nine fundamental building blocks: Value Propositions, Customer Segments, Channels, Customer Relationships, Revenue Streams, Key Resources, Key Activities, Key Partnerships, and Cost Structure. The fastest way to identify structural weaknesses in a business model is before committing to a full plan.

5. SWOT Analysis Template

A structured template for assessing your business across four quadrants -- Strengths, Weaknesses, Opportunities, and Threats -- with a fifth section that cross-references the four quadrants to generate specific, evidence-based Strategic Priorities. Turns a SWOT from a brainstorming exercise into a genuine planning tool.

6. PESTLE Analysis Template

A framework for identifying and scoring the external macro-environmental factors that will affect your business -- Political, Economic, Social, Technological, Legal, and Environmental. Each factor is scored by Risk and Opportunity level, producing a prioritised picture of the external landscape your strategy needs to account for.

7. Competitive SWOT Analysis

A comparative framework that places your business's Strengths, Weaknesses, Opportunities, and Threats directly alongside those of up to three key competitors. Exposes the market gaps your business is best placed to exploit and the competitive threats most likely to materialise. Significantly more useful than a standard SWOT completed in isolation.

8. Competitor Intelligence Tracker

A spreadsheet for systematically gathering and tracking specific data points for up to five competitors -- covering Company Overview, Market Focus, Positioning, Pricing, Reputation Score, Key Weaknesses, and Your Differentiator against each. Turns competitor monitoring from an occasional activity into an ongoing strategic asset.

9. Porter's Five Forces Template

A structured template for analysing the competitive intensity and structural profitability of your industry across five forces: Threat of New Entrants, Threat of Substitutes, Buyer Bargaining Power, Supplier Bargaining Power, and Competitive Rivalry. Provides the industry-level context that gives your competitive strategy its foundation.

10. Go-to-Market Strategy Template

A structured template for defining your market entry plan, customer acquisition approach, and launch execution. Covers Target Segment, Value Proposition and Positioning, Pricing Strategy, Channel Selection, Launch Milestones (30/60/90 Day), and Success Metrics and KPIs. The go-to-market section is consistently one of the weakest in business plans written without professional support -- this template structures the thinking that produces a credible, specific answer.

11. The 90-Day OKR Planning Template

A quarterly planning template built around the Objectives and Key Results framework. Covers 12-Month Vision, 90-Day Objectives and Key Results, a Weekly Check-In Log, and a Quarterly Review structure. Designed for businesses that have a plan but struggle to translate it into consistent weekly and monthly execution -- which is where the majority of strategic plans fail.