Most entrepreneurs and business owners have a clear goal of what they want to achieve in 5 years. They even create detailed revenue projections to show how this will be achieved.
Surprisingly, very few know exactly what they should do to achieve this vision. Plus, vision alone isn’t enough; it must be translated into actionable strategies and measurable goals. That’s where a comprehensive 5-year business plan comes into play.
This guide has compiled 20+ free and customizable 5-year business plan templates to help you strategize effectively and gain a competitive advantage. Let’s dive in! ⚡
🧠 Key Insight: 90% of startups fail within the first few years, with factors linked to poor strategic planning, improper market research, and a lack of industry analysis on the feasibility of what the company intends to achieve.
Free 5-Year Business Plan Templates to Strategize and Scale
- 20 Free 5-Year Business Plan Templates
- 1. ClickUp Business Plan Template
- 2. ClickUp Business Plan Document Template
- 3. ClickUp Business Development Action Plan Template
- 4. ClickUp Milestone Chart Template
- 5. ClickUp Business Roadmap Template
- 6. ClickUp Company OKRs & Goals Template
- 7. ClickUp Business Continuity Plan Template
- 8. ClickUp Lean Business Plan Template
- 9. ClickUp SMART Goal Action Plan Template
- 10. ClickUp Yearly Goals Template
- 11. ClickUp Small Business Action Plan Template
- 12. ClickUp Strategic Business Roadmap Template
- 13. ClickUp Employee Development Plan Template
- 14. ClickUp Succession Planning Template
- 15. ClickUp Sales Plan Template
- 16. Microsoft Word 5-Year Business Plan Template by Microsoft
- 17. PowerPoint 5-Year Business Plan Template by 24Slides
- 18. Excel 5-Year Plan Template by Project Manager
- 19. 5-Year Business Plan Doc Template by Panda Doc
- 20. 5-Year Marketing Plan Template by Canva
- Work smarter with ClickUp templates
- What are 5-Year Business Plan Templates?
- What Makes a Good 5-Year Business Plan Template?
- Create Your 5-Year Plan with ClickUp
Summarize this article for me please20 Free 5-Year Business Plan Templates
It’s time to explore some of the best business plan templates available. Each business model template comes with a specific use case, making choosing the one that fits your business needs easier.
ClickUp simplifies business planning with helpful templates, automated tracking, visual dashboards, and powerful features like ClickUp Goals. It enables seamless team collaboration, clear objective setting, and support for your company’s growth over the next five years.
1. ClickUp Business Plan Template
Creating a business plan is the foundation of any successful company. With the ClickUp Business Plan Template, develop a clear roadmap for your business, from defining your mission to outlining financial projections.
This customizable template ensures that every critical aspect of your business plan is well-structured and easy to follow. Whether you’re a startup looking to secure investors or an established business setting long-term goals, it provides an organized format to document your vision, market strategy, and operational plans.
What you’ll love about it:
- Craft a professional business plan with pre-built sections for company overview, market research, revenue models, and financial forecasts
- Collaborate with team members in real-time, ensuring all stakeholders are aligned on business goals
- Utilize built-in task management features to track progress and execute strategies efficiently
- Easily export your plan for investor presentations or internal use
Ideal for: Entrepreneurs, startups, and small business owners looking for a structured, easy-to-use business plan solution that enhances collaboration and execution.
🧠 Key Insight: Businesses with solid business plans tend to grow 85% faster than those without. Planning pays off!
2. ClickUp Business Plan Document Template
The ClickUp Business Plan Document Template provides a detailed framework for documenting every aspect of your business, from defining goals to outlining financial strategies. This template is a comprehensive business planning tool, ensuring you don’t miss critical components like executive summary, industry analysis, customer segmentation, and revenue models.
Unlike static documents, this template integrates with ClickUp’s project management tools to keep your strategy actionable. Moreover, you can make adjustments in real time, collaborate with stakeholders, and ensure your plan evolves as your business grows—all without juggling multiple files.
What you’ll love about it:
- Conduct in-depth market research and SWOT analysis within the template
- Customize financial forecasting sections to align with your business model
- Collaborate with team members by adding comments and assigning action points
- Link to supporting documents, spreadsheets, and visual reports in one place
Ideal for: Business owners, entrepreneurs, and corporate strategists looking for a detailed, well-structured business plan document to support growth and decision-making.
3. ClickUp Business Development Action Plan Template
Business growth requires strategy and execution. The ClickUp Business Development Action Plan Template bridges the gap between ideas and results by helping teams map out clear steps to expand market reach, acquire customers, and increase revenue.
This template provides a workflow-driven approach, ensuring each step in your business development strategy moves toward measurable outcomes. Document short-term and long-term goals, competitive analysis, partnership opportunities, and revenue expansion plans. It enables teams to align efforts, stay accountable, and measure progress effectively.
What you’ll love about it:
- Outline actionable growth strategies tailored to your business objectives
- Set milestones and deadlines to keep your business development goals on track
- Use automation to trigger the next steps when tasks are completed
- Visualize current progress in Kanban, List, or Timeline view
Ideal for: Entrepreneurs, business strategists, and sales teams looking to create a scalable and structured plan to drive revenue and business growth.
➡️ Read More: Best Enterprise Project Management Software
4. ClickUp Milestone Chart Template
Every successful business plan requires clear milestones to track progress and align teams. The ClickUp Milestone Chart Template is designed to help you set, monitor, and achieve key milestones across different phases of your 5-year business plan.
This template offers a structured way to break down long-term goals into achievable steps, ensuring your team remains on track. Whether launching a startup, expanding operations, or managing a corporate strategy, this dynamic tool helps teams stay focused on critical objectives while providing real-time updates for stakeholders through a visual timeline.
What you’ll love about it:
- Plot key milestones visually and assign milestones to teams or individuals for clear accountability
- Generate reports to track achievements and keep stakeholders informed
- Define major milestones such as funding rounds, product launches, or growth targets
- Track progress visually with a timeline-based structure to identify potential bottlenecks and adjust strategies proactively
Ideal for: Project managers, business owners, and leadership teams needing a clear roadmap to track business development over multiple years.
Here’s what Joerg Klueckmann, VP of Marketing at Finastra, had to say about using ClickUp to meet business and marketing goals:
5. ClickUp Business Roadmap Template
Long-term business success requires a clear roadmap, and the ClickUp Business Roadmap Template does that! It helps teams map goals, initiatives, and key deliverables over months or years, ensuring strategic alignment across departments.
This template helps businesses stay organized by outlining clear phases of development, resource allocation, and competitive positioning. The easy-to-use format also lets you prioritize tasks, assign responsibilities, and track progress efficiently.
What you’ll love about it:
- Align teams by linking projects and deliverables to roadmap milestones
- Monitor progress across teams with automated reporting and dashboards
- Recognize market opportunities and risks with structured industry analysis
- Adapt your strategy dynamically based on financial forecasting and customer insights
Ideal for: Business owners, startup founders, and corporate strategists who need a clear, adaptable roadmap to guide their business over the next five years.
6. ClickUp Company OKRs & Goals Template
Setting clear Objectives and Key Results (OKRs) is essential for maintaining business growth and ensuring teams are aligned with the company’s vision.
This is where the ClickUp Company OKRs & Goals Template simplifies goal-setting by providing a structured framework to define objectives, track progress, and measure outcomes. This template allows businesses to set realistic, time-bound goals that drive productivity and keep employees focused.
Check out this video to learn more about OKRs 👇
What you’ll love about it:
- Set and track quarterly or annual OKRs with structured goal hierarchies
- Monitor real-time progress and key results with visual dashboards
- Automate status updates and reporting to keep stakeholders informed
- Adjust quickly with insights from performance reviews and feedback loops
Ideal for HR teams, business executives, team managers, and organizations that want a data-driven approach to goal alignment and performance tracking.
📮 ClickUp Insight: Low-performing teams are 4 times more likely to juggle 15+ tools, while high-performing teams maintain efficiency by limiting their toolkit to 9 or fewer platforms. But how about using one platform?
As the everything app for work, ClickUp brings your tasks, projects, docs, wikis, chat, and calls under a single platform, complete with AI-powered workflows. Ready to work smarter? ClickUp works for every team, makes work visible, and allows you to focus on what matters while AI handles the rest.
7. ClickUp Business Continuity Plan Template
A strong business continuity plan keeps your company prepared for unexpected disruptions, such as system failures, cybersecurity threats, supply chain issues, and economic downturns.
The ClickUp Business Continuity Plan Template enables you to outline and create critical recovery strategies, define response teams, and document risk mitigation steps in a way that keeps everyone aligned. Track progress, automate business workflows, and adapt to changing conditions—so your team is ready when it matters most.
What you’ll love about it:
- Build a structured, easy-to-follow plan with designated response roles
- Automate risk assessments and action plans to guarantee quick execution
- Centralize critical information for teams to access it anytime, anywhere
- Create contingency workflows to keep essential functions running smoothly
Ideal for: Business owners, risk management teams, and IT professionals who need a proactive approach to safeguarding business operations during crises.
8. ClickUp Lean Business Plan Template
Traditional business plans are often time-consuming to create. Not every business needs a 50-page plan. The ClickUp Lean Business Plan Template offers a simplified, high-impact approach to planning by focusing only on essential business elements.
This template uses Lean methodology, helping businesses prioritize key assumptions and customer validation to improve process efficiencies.
What you’ll love about it:
- Link financial projections and operational plans to track execution
- Identify customer segments and their pain points
- Define your value proposition to highlight your unique market offering
- Iterate and refine your plan based on real-world feedback
Ideal for: Entrepreneurs, startups, and small business owners who need a concise, adaptable business plan to validate ideas and pivot quickly.
9. ClickUp SMART Goal Action Plan Template
The ClickUp SMART Goal Action Plan Template provides a structured framework for defining, tracking, and accomplishing objectives efficiently. By applying the SMART (Specific, Measurable, Achievable, Relevant, and Time-bound) methodology, this template ensures that your goals are realistic, strategic, and result-oriented.
Instead of vague aspirations, define clear success metrics, assign ownership, and establish realistic deadlines. Integrated with ClickUp’s task management system, the template keeps goals visible, tracks performance, and automates reminders so that nothing falls through the cracks.
What you’ll love about it:
- Break down broad goals into actionable, step-by-step tasks
- Analyze progress automatically with real-time data and reports
- Set realistic deadlines and track progress effectively
- Automate check-ins and progress updates to keep goals on track
Ideal for: Project managers, HR teams, team leaders, and individuals looking to improve goal-setting and execution.
🔎 Did You Know? The SMART framework was formalized by George T. Doran in 1981.
10. ClickUp Yearly Goals Template
Long-term business success starts with setting clear, well-structured goals for the year ahead. The ClickUp Yearly Goals Template clearly sets measurable objectives for the year, ensuring continuous progress for both teams and individuals.
This template allows you to set high-level annual goals and break them down into manageable quarterly and monthly milestones. Additionally, with ClickUp’s integrated tracking, you can monitor progress visually and adjust goals as needed, making it easy to stay on course.
What you’ll love about it:
- Keep objectives visible with real-time tracking and dashboards
- Adjust goals dynamically based on business or personal priorities
- Set long-term objectives and track progress with measurable milestones
- Monitor team performance and ensure alignment with business priorities
Ideal for: Business owners, corporate teams, and project managers who want to plan and track progress toward strategic annual goals.
Stop guessing if your work is actually contributing to your big-picture goals. ClickUp Goals bridges the gap between daily tasks and strategic objectives. Easily link tasks, lists, and even monetary targets to your overarching goals. So, there are no more disconnected efforts—just clear, measurable success.
- Visualize progress across multiple related goals with Folder roll-ups 📈
- Automatically track tasks and list completion directly within Goals 🎯
- Set numerical, monetary, and true/false targets for precise measurement 💰
- Organize goals into folders for clear management of sprint cycles and OKRs 📂
- Add detailed descriptions to goals and targets for team clarity 📝
11. ClickUp Small Business Action Plan Template
For small businesses, success comes from taking consistent, well-planned actions rather than reacting to challenges as they arise. The ClickUp Small Business Action Plan Template supports business owners and teams in tracking key priorities, assigning responsibilities, and ensuring that strategies are executed effectively.
Unlike traditional business plans, this template keeps your initiatives active and actionable. With task assignments, deadlines, and progress tracking, your small business stays agile and proactive in achieving growth.
What you’ll love about it:
- Maintain visibility over business growth with interactive dashboards
- Set clear deadlines and track progress with built-in time management tools
- Identify potential roadblocks and develop contingency plans
- Improve efficiency by aligning short-term tasks with long-term strategies
Ideal for: Small business owners and startups looking to organize tasks, streamline operations, and execute their business plans efficiently.
Learn how to optimize your business with ClickUp:
12. ClickUp Strategic Business Roadmap Template
With the ClickUp Strategic Business Roadmap Template, visualize long-term objectives, prioritize key initiatives, and set clear milestones to align every team with overarching business goals.
By using ClickUp’s real-time tracking features, businesses can adapt to changing priorities and keep all stakeholders in the loop—unlike traditional roadmap documents, which quickly become outdated.
What you’ll love about it:
- Lay out business initiatives in a clear, high-level roadmap for long-term goal planning
- Use Gantt charts, Kanban boards, and dashboards for real-time tracking
- Connect projects and key results to broader company goals
- Adapt strategies based on market shifts and business performance
Ideal for: Business executives, strategic planners, operations teams, product managers, and corporate planners who want to create a structured approach to long-term business growth and decision-making.
13. ClickUp Employee Development Plan Template
Employee growth and skill development shouldn’t be left to chance; investing in them is essential for a thriving organization. The ClickUp Employee Development Plan Template provides a structured framework to help HR teams and managers create tailored career growth plans, track progress, and ensure continuous learning opportunities.
This interactive template moves beyond traditional HR documents by allowing real-time tracking, automated reminders, and performance check-ins. As a result, employees stay engaged and progress toward their career goals.
What you’ll love about it:
- Create personalized development plans for employees based on skills and career aspirations
- Set measurable goals for training, certifications, and performance improvements
- Align employee growth with company goals for better engagement and retention
- Promote mentorship programs and leadership development initiatives
Ideal for: HR professionals, managers, and team leads looking to foster employee growth, improve retention, and build a high-performing workforce.
💡 Pro Tip: A 5-year business strategy should always include employee development plans for your team to grow in leadership qualities and skills.
14. ClickUp Succession Planning Template
As the name suggests, the ClickUp Succession Planning Template allows businesses to identify, develop, and track high-potential employees for future leadership roles, reducing disruptions when transitions occur.
Instead of relying on reactive decision-making, this template helps HR teams and executives proactively plan for workforce transitions, track readiness levels, and maintain a strong leadership pipeline.
What you’ll love about it:
- Recognize key leadership positions and map potential successors
- Track employees’ career progression and readiness for leadership roles
- Develop training programs to build successors for future leadership roles
- Minimize business risks associated with leadership gaps and unexpected departures
Ideal for: HR professionals, executives, and business leaders who want to manage leadership transitions and build a resilient organization.
💡 Pro Tip: Create a proactive succession strategy by identifying high-potential employees early, investing in leadership training, and aligning key roles with long-term business goals.
15. ClickUp Sales Plan Template
A well-structured sales plan is the backbone for hitting revenue targets, optimizing sales processes, and aligning teams toward common objectives. The ClickUp Sales Plan Template provides a structured way to outline sales goals, track performance, and maximize lead conversion efforts—without relying on outdated spreadsheets.
This template offers a clear framework for sales teams to organize their outreach efforts, set realistic revenue targets, and document key tactics for success. With built-in collaboration features, sales managers ensure alignment across teams and keep track of pipeline progress.
What you’ll love about it:
- Define clear sales objectives based on revenue targets and market conditions
- Create action plans outlining key sales tactics, lead-generation strategies, and prospecting techniques
- Monitor sales performance through real-time tracking of KPIs and conversion rates
- Improve forecasting accuracy by analyzing trends and refining sales strategies
Ideal for: Sales teams, business development managers, and entrepreneurs looking to structure and optimize their sales processes for consistent growth.
16. Microsoft Word 5-Year Business Plan Template by Microsoft
Microsoft’s 5-Year Business Plan Template offers a structured approach to outlining long-term objectives for businesses seeking a clear, professional, and easy-to-edit business plan. This template helps you document company goals, market research, competitive analysis, and revenue growth in a well-organized Word format.
This template, with pre-formatted sections for an executive summary, business model description, and SWOT analysis, makes it easier for entrepreneurs and business leaders to build a roadmap for success.
What you’ll love about it:
- Maintain a professional format suitable for investors and stakeholders
- Use offline access for creating plans without an internet connection
- Export and print easily for formal business presentations
Ideal for: Entrepreneurs, small business owners, and corporate strategists who need a comprehensive yet flexible business plan format for long-term growth.
➡️ Read More: Free Business Model Canvas Templates in Word and ClickUp
17. PowerPoint 5-Year Business Plan Template by 24Slides
The PowerPoint 5-Year Business Plan Template by 24Slides provides a sleek and professional format to communicate your strategy.
Designed for presentations, this template enables you to showcase your next 5-year business plan with all the key milestones and financial projections in an engaging and easy-to-digest format. With pre-designed slides for goal-setting, analysis, market research, and revenue projections, this template helps you create a polished and investor-ready business plan.
What you’ll love about it:
- Access professional layouts to present strategies to stakeholders
- Customize color schemes and branding for a polished look
- Export presentations for sharing in meetings or investor pitches
Ideal for: Business owners, financial analysts, and strategic planners who need a detailed, data-driven approach to long-term business planning.
18. Excel 5-Year Plan Template by Project Manager
With the Excel 5-Year Plan Template by Project Manager, easily track their financial growth, strategic initiatives, and long-term objectives in a structured spreadsheet. This template helps ensure clear goal-setting, financial accuracy, and informed decision-making over five years.
Moreover, it is pre-formatted with sections for financial projections, task management, and competitor analysis, guiding you to create a comprehensive plan for your 5-year sales strategies.
What you’ll love about it:
- Structure long-term business goals in an organized Excel format
- Use built-in formulas to calculate financial projections
- Adjust goals and metrics dynamically based on business performance
Ideal for: Entrepreneurs, financial professionals, and strategic planners seeking a comprehensive, data-centric strategy for effective long-term business planning and growth.
19. 5-Year Business Plan Doc Template by Panda Doc
The 5-Year Business Plan Doc Template by PandaDoc is a professionally designed document that helps entrepreneurs, startups, and established businesses create a comprehensive roadmap for success.
This template, with well-organized sections, provides a clear structure for defining business goals, financial projections, market strategies, and growth milestones.
What you’ll love about it:
- Optimize the business planning process with pre-filled prompts and editable fields
- Easily outline your mission statement, target audience, competitive analysis, and risk assessments in an investor-ready format
- Customize sections to fit your business model and industry needs
Ideal for: Entrepreneurs, small business owners, and startup founders who need a polished, professional, and investor-friendly 5-year business plan.
20. 5-Year Marketing Plan Template by Canva
The 5-Year Marketing Plan Template by Canva is perfect for creating a structured, visually appealing, and strategic marketing roadmap. Professionally designed layouts enable you to map goals, target audiences, and campaign strategies.
This template makes long-term planning effortless with pre-built sections for branding strategies, content plans, advertising budgets, and key performance indicators (KPIs). The drag-and-drop interface allows full customization, ensuring businesses tailor the template to their unique objectives.
What you’ll love about it:
- Design a visually compelling marketing strategy with pre-built layouts
- Customize color schemes and branding for a polished look
- Showcase campaign timelines with engaging visual elements
Ideal for: Marketing managers, startup founders, and business owners who need a scalable and visually compelling marketing strategy to drive long-term success.
Work smarter with ClickUp templates
ClickUp has a template for everything—project planning, meeting notes, campaign tracking, sales pipelines, you name it. These ready-to-use templates help you skip setup and jump straight into action. Customize them to match your team’s workflow and save hours every week.
Summarize this article for me pleaseWhat are 5-Year Business Plan Templates?
A 5-year business plan template is a structured goal-setting template that provides a comprehensive framework for outlining a company’s strategic vision, operational tactics, and financial projections over five years. These templates serve as a roadmap, guiding you through long-term goals and clear steps to achieve your company’s goals.
These templates typically include essential sections such as an executive summary, industry analysis, customer segments, SWOT analysis, financial forecasting, and business strategies. Businesses use a pre-designed framework to optimize the planning process and ensure all critical components are covered.
💡 Pro Tip: If your 5-year business plan feels overwhelming, divide it into short-term vs. long-term goals to maintain focus and momentum.
Summarize this article for me pleaseWhat Makes a Good 5-Year Business Plan Template?
Selecting the right 5-year business plan template is crucial for effectively mapping your company’s future and tracking progress. Here’s a breakdown of the essential elements to look for:
- Comprehensive structure: Select a 5-year business plan template that covers key sections like executive summary, company description, market analysis, competitive analysis, sales and marketing strategies, operational plan, and detailed financial projections
- Detailed financial forecasting: Decide on a template with a clear direction for realistic and detailed financial projections, including income statements, balance sheets, cash flow statements, and break-even analyses
- Market analysis and other tools: Choose a good 5-year business plan template incorporating tools for conducting thorough market research and competitive analysis, such as SWOT analysis, PESTLE analysis, and competitor profiling. These tools help you identify market trends, understand your competitive landscape, and define your unique value proposition
- Strategic goal-setting modules: Go for a template that supports the establishment of clear, measurable, achievable, relevant, and time-bound (SMART) goals and the identification of key milestones
- Customization features: Pick a highly customizable template, allowing you to tailor it to your specific industry, size, and business model
- Integrations with other tools: Prioritize the best templates that integrate with project management software, financial tools, and other business applications. This helps to make the business plan a living document, linking it to resource management, product roadmaps, and even goal-setting tools
➡️ Read More: Free Team Development Plan Templates in Excel & ClickUp
Summarize this article for me pleaseCreate Your 5-Year Plan with ClickUp
Whether you’re developing your company’s business goals, marketing strategies, or financial forecasts, a structured five-year plan is essential for long-term success. The free templates we have outlined will help you save time, reduce guesswork, and focus on the execution and strategic planning process to achieve your company’s plans.
But remember, a 5-year business plan is not just a document; it needs to evolve with market trends and your financial performance. ClickUp lets you set objectives, break them into actionable targets, and monitor progress in real time.
With automated tracking, visual dashboards, and seamless team collaboration through ClickUp Goals and templates, this everyday app lets you set clear objectives and achieve your company’s growth in the next five years. Sign up for ClickUp today to access powerful features and customizable templates that optimize business planning and how! ✨
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